Timothy Greer is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at Third Coast Wealth Planning & Partners, Grand Traverse Resort, and Denison University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework when recommending investment strategies and delivers services on a non-discretionary basis.

Christopher Neece is a financial advisor with OSAIC in Columbus, OH, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Morgan Stanley, Lincoln Financial Advisors Corporation, Woodbury Financial Services, and self-employment as an insurance agent and home rehabber. He also works as an independent agent consulting businesses on health and supplemental insurance and is affiliated with McCash Financial Group, LLC. OSAIC serves a wide range of retail and institutional clients through a large network of advisors and offers integrated brokerage, advisory, and financial planning services. The firm employs various portfolio construction tools and supports multiple advisory platforms, including third-party managed accounts and model solutions.

Justin Brewton is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2017, including prior roles at Fifth Third Bank and Best Buy. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tae Oak is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and bringing 11 years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2017, with prior roles at B|O|S and SF Sentry Securities, Inc. before that. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Heath La Faber is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2016, following prior roles at The Huntington Investment Company and Acn Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Travis Kendall is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 designations and nine years of industry experience. His career includes roles at Edward Jones, Morgan Stanley, and Prudential Financial. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

Mark Large is a financial advisor with Primerica Advisors in Columbus, OH, holding 15 years of industry experience. He has worked at PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of advisory work, he is involved in part-time driving for Lyft and participates in sales of home security and automation product referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selected discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Garnet Wahlund is a financial advisor with Equitable Advisors in Worthington, OH, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Equitable Advisors since 2010 and previously at Axa Advisors, LLC. Wahlund maintains outside insurance carrier appointments for term life, long-term care, universal, whole life, and disability insurance with multiple carriers. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.

Kelly Anderson is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds the Series 66 designation and has been with J.P. Morgan since 2016. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services through a select group of Wealth Advisors.

Amanda Spears is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2017. Outside of her advisory role, she contributes as a freelance entertainment writer for Gold Derby. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Carrin Wester is a financial advisor at Wells Fargo Advisors in Columbus, OH, holding the Series 66 designation with three years of industry experience. Prior to joining Wells Fargo in 2022, she worked for the City of Gahanna and the Law Office of Kelly Patton. Wester serves as a member of the City of Gahanna Civil Service Commission and is involved with the Gahanna Area Chamber of Commerce Board of Directors. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by Wells Fargo research and planning tools. The firm serves clients who meet a net-worth threshold with a broad range of planning options and integrates advisory services with other financial products and referral channels.

Alex Gigandet is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with four years of industry experience. His prior experience includes roles at KeyBank and positions outside finance at Taco Bell and Honda Motor Company. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling in its advisory process.

Shane Jarrett is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., Southeast Planning Associates, and OUCU. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by in-house due diligence and ESG processes.

Valerie Vannelli is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with JPMorgan Chase bank and JP Morgan Securities LLC since 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Rebecca Scott is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds the Series 63 and Series 66 credentials. Her prior work includes roles at JPMorgan Chase Bank, N.A., and PNC Bank and PNC Investments. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Katrina Jackson is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding the Series 63 and Series 66 credentials and having nine years of industry experience. Her prior work includes positions at Morgan Stanley, Nationwide Investment Services Corporation, and E*TRADE Securities. Outside of her advisory role, she is the sole proprietor of Neon Homes and Equity LLC, a business based in Columbus. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kathryn Hoyt is a financial advisor at Merrill with 14 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2011. Outside of her advisory role, she owns and operates a small business called Monthly Maker, which sells monthly craft kits. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Joel West is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Brokerage Services, Huntington Bank, and JPMorgan Chase. Outside of his advisory role, he works as an independent contractor delivery driver for DoorDash. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Brenda Bennett is a CFP® with 21 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2024. She previously worked at Hutchinson, Shockey, Erley & Co. and The Huntington Investment Company. In addition to her advisory role, she operates Brenda Bennett LLC, providing life coaching services for individuals undergoing significant life transitions such as retirement and job changes. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad platform of capital markets and advisory solutions.

Mary Cunningham is a financial advisor with J.P. Morgan Securities in Westerville, Ohio, holding Series 63 and Series 66 licenses and seven years of industry experience. She previously worked at firms including Fidelity Investments, Fifth Third Bank, and PNC Wealth Management. Outside of her advisory role, she has worked as a sales representative for Talbots. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.