Cameron Williams is a financial advisor with Merrill, holding Series 63 and Series 65 designations and nine years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation and Transamerica Financial Advisors, Inc. He is based in Columbus, Ohio. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Adam Huston is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, N.A., and various positions outside finance such as at Michigan State University and the Interlochen Center For The Arts. He is involved with the Great Lakes Chorus, a nonprofit barbershop choir, where he serves as Treasurer. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Boelter II is a financial advisor at Morgan Stanley in Columbus, OH, with one year of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2021. Prior to his current role, he worked at Proforma Graphic Services for six years. Outside of his advisory work, Boelter is a musician who distributes his music through DistroKid and also works as a delivery driver for DoorDash. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to assist clients in financial decision-making.

Thomas Bates is a CFP® and ChFC® with 44 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2011. He has experience as an independent insurance agent and holds leadership roles in nonprofit organizations, including serving as president of the board for A+ Arts Academy and the alumni board for Delta Upsilon Fraternity. Bates is also involved in managing office rental properties and consulting for a private construction firm. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a wide network of independent professionals, utilizing a variety of direct portfolio management and model-based solutions tailored to client objectives.

Efe Akarkarasu is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding a Series 66 credential with two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Morgan Stanley and Amazon. Outside of his advisory role, Akarkarasu is involved with Dunlap Car Rental LLC, a car rental agency. 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 applying an ESG eligibility framework in its recommendations.

Jesse Blankenship is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework when recommending strategies, and services are provided on a non-discretionary basis.

Jason Buehner is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Westerville, OH. He has been with Ameriprise and its affiliated entities since 2002. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver customized, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Dawaun Horton is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at JP Morgan Securities LLC, ApTask, and Chase. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Richard Englefield III is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America and Park National Bank. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Lawrence Stubbs is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at J.P. Morgan Securities since 2018 and spent 21 years at JPMorgan Chase Bank, N.A. Outside of his advisory role, he maintains ownership of a residential property he manages for a family member. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to develop customized investment strategies.

Ryan Steinicke is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has nine years of industry experience. He has worked at J.P. Morgan Securities since 2017, with a prior one-year contract role at Morgan Stanley. Steinicke is based in Columbus, Ohio. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

William Weltge is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he held roles at Lower.com, Courtside Pizza, Carpenter and Associates, Ohio University, and Voss Village BMW. 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 investment recommendations.

Anthony Meyer is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. He previously worked at Nationwide Insurance for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large national network of advisors and branch offices.

Steven Merrill is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, Bank of America, Merrill, and JPMorgan Chase Bank. 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 an ESG eligibility framework.

Philip Paden is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at several firms, including Lincoln Douglas Investments and Masters Insurance Group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Trenton Baker is a financial advisor with Morgan Stanley in Columbus, OH, holding CFP® and securities licenses Series 63, 65, and 66. He has 15 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as a seven-year period of retirement from 2016 to 2023. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s approach utilizes structured discovery and planning tools, including modeled outcome simulations, while generally acting in an advisory capacity without providing individual security recommendations as part of standalone plans.

William Willson is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 designation with eight years of industry experience. He has been with Ameriprise since 2015, including roles at Ameriprise Financial Services, Inc. Outside of his advisory work, he co-owns TRLT Ventures, LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Evelyn Akey is a Series 66-licensed financial advisor with Morgan Stanley in Columbus, OH, where she has worked since 2013. She has 12 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.

Mark Kindberg is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 credentials and with 32 years of industry experience. He has worked at J.P. Morgan entities since 2018 and previously held roles at Edward Jones and Carnegie Investment Counsel. Outside of his advisory work, he has worked as an independent rideshare driver through Uber. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Justin Leonti is a financial advisor with Edward Jones in Gahanna, OH. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Edward Jones, he worked at GoOrtho and has experience as a self-employed professional, including oversight responsibilities at a consumer goods company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.