Scott Conrad is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 designation and 23 years of industry experience. He previously worked at J.P. Morgan Securities from 2016 to 2020 before joining Morgan Stanley in 2020. Outside of his advisory role, Conrad serves as a bowling coach for Reynoldsburg City Schools. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Zachary Hummel is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 credential and one year of industry experience. His work history includes roles at J.P. Morgan Securities, Jpmorgan Chase Bank, N.A., Symphony Financial/LPL, and Heat Archive. J.P. Morgan Securities LLC 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 inform its recommendations.

William Weithman is a CFP® professional with 33 years of experience in the financial industry. He is currently with Cambridge Investment Research Advisors, where he has worked since 2009, and also maintains a role at Lauterbach & Eilber. Outside of his advisory work, he serves as president of a homeowners association in Lewis Center, Ohio. Cambridge Investment Research Advisors provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment implementation options through independent Financial Professionals, utilizing proprietary and third-party models tailored to client objectives.

Joseph Zarr is a financial advisor with Morgan Stanley based in Dublin, Ohio. He holds Series 63 and Series 65 licenses and has 46 years of industry experience. Since 2009, he has been associated with Morgan Stanley and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools that incorporate global return estimates and Monte Carlo simulations.

Justin De Vilbiss is a financial advisor with J.P. Morgan Securities in Columbus, OH. He holds Series 63 and Series 66 licenses and has three years of industry experience. His work history includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, DoorDash, and several other organizations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a structured, non-discretionary process.

Lisa Bonner is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and 17 years of industry experience. She has been with Thrivent Investment Management since 2020 and has prior experience at firms including TD Ameritrade, LPL Financial, and Performance Matrix. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without discretionary trading authority. The firm offers comprehensive written recommendations across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Eric Walsh is a Series 66-credentialed financial advisor with J.P. Morgan Securities in Columbus, OH, with 14 years of industry experience. He previously worked at PNC Investments for five years and has served as a sports referee for Grove City Parks and Recreation since 2018. Outside of finance, he provides rideshare services as an independent contractor. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services focused on asset-allocation, investment manager searches, and customized performance reporting through a non-discretionary approach.

Cheryl Brown is a financial advisor at LPL Financial with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Mooney Financial Services Co., Inc. and H. Beck, Inc. In addition to her advisory work, she coaches teens on budgeting and resumes and is involved in tax preparation and accounting. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kelly Jones is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 16 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with Jpmorgan Chase Bank, N.A. since 2009. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kyle Loch is a financial advisor with Primerica Advisors in Worthington, OH, holding 13 years of industry experience. He has worked at PFS Investments Inc. since 2013 and Primerica Financial Services since 2009. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies and discretionary separately managed accounts.

Nathan Stevens is a financial advisor with Charles Schwab, holding a Series 66 designation and 10 years of industry experience. His previous roles include positions at J.P. Morgan, Wells Fargo, and PNC Investments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by Schwab’s research and alternative investment programs.

Kevin Snead is a financial advisor with UBS Financial Services in New Albany, Ohio, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior work includes multiple roles at JPMorgan Securities and JPMorgan Chase Bank. He assists the Upper Arlington Education Foundation with budgetary matters to support its nonprofit mission. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans. The firm provides a broad range of services, including wealth management, institutional trading, and capital markets activities.

William Lacure is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Nationwide Life and Annuity, Wealthvest, and Pacific Select Distributors. Lacure is based in Columbus, Ohio. 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.

Bart Weiler is a CFP® certified financial advisor with 26 years of industry experience. He has been with LPL Financial since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and both discretionary and non-discretionary management.

Mary Byers is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jason Jones is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Raymond James & Associates, Bank of America, Merrill, Allstate Insurance Company, Aptus Marketing, OneAmerica Securities, and State Life Insurance Co. He is a member of the Richland County Chamber of Commerce, a community organization focused on local business and economic development. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Kurt Lykins is a CFP® with four years of industry experience, currently serving as a financial advisor at Ameriprise. His career includes roles at Ameriprise since 2020 and involvement in accounting and consulting through his own firms. He also works as a part-time instructor at Otterbein University, teaching business-related courses. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team to deliver tailored, tax-efficient recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Stacy Mc Corkle is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 20 years of industry experience. Her career includes multiple roles within J.P. Morgan affiliates since 2017 and prior experience at LPL Financial. Outside of her advisory work, she is a sales consultant for Norwex USA, Inc., a company specializing in home cleaning and personal care products. J.P. Morgan Securities LLC 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. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Kevin Clark is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Prior to joining Ameriprise in 2018, he worked at Bank of America and Merrill from 2014 to 2018. Outside of his advisory role, Clark owns and operates Arch City Living LLC, providing professional consulting services, and Arch City Tax Services LLC, which offers tax preparation and planning. He also serves on the Financial Planning Advisory Board at Franklin University. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering tailored Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support these plans, with an emphasis on assets held in Ameriprise-managed accounts.

Duane Umphress II is a financial advisor with LPL Enterprise holding a Series 66 designation and seven years of industry experience. His career includes roles at JP Morgan Securities LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he bartends and serves at a restaurant in Columbus, Ohio. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, and access to third-party asset management, combining adviser programs with active sales of various financial products.