David Cunningham is a CFP® with 23 years of industry experience and has been with Edward Jones since 2002. He is based in Gahanna, OH, and holds the Series 63 designation. Outside of his advisory role, he is involved with MDM Properties, LLC, where he maintains a rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and advisory services through a nationwide network of over 23,700 financial advisors.

Ryan Greer is a financial advisor with Primerica Advisors, holding a Series 63 designation and 17 years of industry experience. He has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2006. Outside of his advisory role, he serves as Treasurer’s Assistant at Rock City Church and is employed at AMC Theaters Lennox Town Center. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm utilizes third-party asset managers and BNY Mellon Advisors for portfolio implementation, operating primarily under a tiered wrap-fee structure.

Seth Becker is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 26 years of industry experience, including prior roles at Oakstone Financial Management and Cambridge Investment Research. Becker is currently involved with Kemba Financial Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives, offering a range of advisory and brokerage services.

Yuenchuen Wu is a financial advisor with Morgan Stanley in Columbus, Ohio, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. Prior to joining Morgan Stanley in 2021, Wu worked at CF Bank, JPMorgan Securities LLC, and JPMorgan Chase Bank. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

Mary Giersz is a financial advisor at Stifel with 37 years of industry experience. She holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co. Inc. since 2009. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Jason Haunty is a financial advisor at Charles Schwab with 13 years of industry experience. He holds a Series 66 designation and has worked at TDAmeritrade Inc. from 2013 to 2022 before joining Charles Schwab and Co., Inc. in 2022 and Charles Schwab Bank SSB in 2024. Charles Schwab & Co., Inc. serves a large client base, 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 offers a blend of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.

Priyanka Sheth is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. She previously worked at Morgan Stanley and has held consulting and technology roles. 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.

Nolan Reynolds is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Edelman Financial Engines, KeyBank, and Northwestern Mutual. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides financial plans through structured discovery processes without delivering individual security recommendations as part of standalone planning.

Susan Finefrock is a CFP® professional with 20 years of experience in financial advising. She is currently with OSAIC, having joined in 2024, and previously worked at Woodbury Financial Services, Cetera Advisor Networks, and Vantage Advisory Services. Susan serves as a FINRA arbitrator and holds leadership roles in the Zonta Club of Columbus, a nonprofit organization focused on supporting women’s causes. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage diverse portfolios and supports multiple advisory platforms and legacy programs.

Hunter Sprankle is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining J.P. Morgan, he worked at JPMorgan Chase Bank, N.A. Outside of finance, he has experience working in the restaurant industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and manager due diligence as part of its investment process.

Christina Lawson is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2017, with prior experience at JPMorgan Chase Bank, N.A. since 2013. 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 its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Patrick Dundon is a financial advisor with Morgan Stanley, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at KPMG LLP for six years and The Royal Bank of Scotland for three years. He is based in New Albany, Ohio. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Mary Ann Wireman is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Peter Cooper Jr. is a financial advisor at Charles Schwab with 27 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab and its affiliated bank since 2004. Based in Columbus, OH, his career has been dedicated to serving clients within this large institutional firm. Charles Schwab & Co., Inc. serves a broad client base, 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 SMA portfolios, delivering multi-asset model portfolios, written advice policies, and dedicated due diligence on alternative investments.

Braden Riehl is a financial advisor with Robert Baird & Co. in Columbus, Ohio, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Corient, Summit Financial Strategies, and Croghan Colonial Bank. He attended Ohio State University from 2021 to 2025. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, serving individuals, corporate clients, pension plans, and charitable organizations. The group offers financial planning, portfolio management, and custody services, employing a mix of manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Tausha Pape is a financial advisor with Morgan Stanley in Columbus, OH, holding four years of industry experience. Her prior roles include positions at Huntington National Bank and Computing Concepts Inc. She has been with Morgan Stanley since 2019, including work with the Morgan Stanley Services Group since 2021. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Dimitri Valerio is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and seven years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2018. Outside of advising, he is involved in sales of home-related products and services through affiliated companies, including mortgage loan products and home security referrals. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with a range of model-delivery strategies and separately managed accounts, operating primarily as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Daniel Hogan is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Jedidiah Adarquah Yiadom is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 10 years of industry experience. He has worked at J.P. Morgan Securities LLC and Jpmorgan Chase Bank, N.A. since 2021 and has prior experience at TCP Asset Management, Securities America Inc, Amway, and Uber. 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 offers non-discretionary advisory services delivered by select Wealth Advisors within the broader J.P. Morgan organization.

David Shaver is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Goldsberry Wealth Strategies and Raymond James Financial. Outside of advising, Shaver owns and manages operations of River Shine Car Wash LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and provides a broad range of capital markets services.