Stephen Mc Graw is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked with various divisions of JPMorgan since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Tori Gable is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She has previously worked at LPL Financial, LLC for 11 years and has been involved with William E. Gable, DDS since 2014. Outside of her advisory role, Gable serves as a notary public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using Wells Fargo research and tools to develop tailored client recommendations.

Kathryn Kahn is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Prior to this, she spent 30 years with N.A. Property, Inc. Kathryn serves on the Investment Committee of The Columbus Jewish Foundation, a nonprofit focused on children, youth, and religious causes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients. The firm emphasizes tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Andrew Fugazzi is a financial advisor with Ameriprise in Westerville, OH, holding a Series 63 designation and 44 years of industry experience. He has been with Ameriprise and its affiliated entities since 1981. Outside of his advisory role, he co-owns TRLT Ventures, LLC, which manages his Ameriprise business. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Wendy Brinker is a CFP® professional with 32 years of industry experience, currently serving at Charles Schwab in Dublin, OH. She has been with Charles Schwab and its affiliated bank since 1997 and 2005, respectively. Outside of her advisory work, she serves as a trustee and bookkeeper for Curtain Players Theatre in Galena, OH. Charles Schwab & Co., Inc. provides wealth management services primarily to 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 discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment due diligence.

Gregory Ruff is a financial advisor with Wells Fargo Clearing in Dublin, OH, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Prudential Equity Group, LLC from 1999 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from the Wells Fargo Investment Institute and third-party sources to guide its investment approach.

Mark Huber is a financial advisor with Edward Jones in Worthington, Ohio, holding a Series 63 credential and 34 years of industry experience. He has been with Edward Jones since 1991. Outside of financial services, he is a part owner of a Standardbred trotter horse involved in selecting stakes races. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its large network of financial advisors and branch offices, as well as its affiliated capabilities such as a trust company and proprietary mutual funds.

Howard O'Malley IV is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has previously worked at The Huntington Investment Company, Natcity Investments, Chase Investment Services, Banc One Securities, and Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Cynthia Davis is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Raymond James in 2023, she worked at Merrill for 21 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Kelly Dewey is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and 13 years of industry experience. Dewey has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Cody Congemi is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Outside of finance, he has work history including roles at Lariccia's Italian Market and the Canfield Baseball Club. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to support clients in developing financial plans.

Tejas Sinha is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 credential. Prior to joining J.P. Morgan, Sinha was involved in professional golf through the Professional Golf Tour of India and has experience in the fitness industry with Powershack Gym. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients focusing on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Kevin Duke Jr. is a Series 66 licensed financial advisor with seven years of industry experience, currently with J.P. Morgan Securities in Columbus, Ohio. His prior roles include positions at The Huntington Investment Company and Huntington National Bank. Outside of his advisory work, he is an owner and partner of Midwest Jersey Plug LLC, a sports apparel resale business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Nicolas Switzer is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2022. His background includes roles in diverse industries such as healthcare, motorsports, and retail. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through tailored asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Kerima Ratnayaka is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at JPMorgan Chase Bank, N.A. for three years. Prior to her career in finance, she spent a decade in academia at The University of Arizona Department of Mathematics. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through specialized wealth advisors. Their advisory process combines quantitative screening with qualitative research to deliver written asset allocation advice and customized reporting, while clients retain final decision-making authority.

Bryan Heideloff is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation. Prior to joining J.P. Morgan Securities, he worked at Eagle Valley Construction, Equitable, and American Medical Technology Inc, and attended the University of Notre Dame. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The advisory process incorporates quantitative and qualitative due diligence with a focus on eligible strategies.

Gary Merryman is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010, following prior roles at Chase Investment Services Corp. and STIFEL. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services that integrate its Global Investment Committee’s research and risk modeling.

Brian Johnson is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 licenses and 19 years of industry experience. Prior to joining J.P. Morgan Securities in 2024, he worked at UBS Financial Services and Oppenheimer & Co. Inc. Outside of his advisory role, he has been involved with Groveport United Methodist Church, where he manages sound and multimedia for services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process relies on centralized due diligence combining quantitative and qualitative research to develop model asset allocations, with a focus on non-discretionary written advice and customized reporting.

Robert Mitchell is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and economic modeling techniques.

Amy Kelly is a CFP® with 20 years of experience in the financial services industry. She currently works at LPL Enterprise and has held roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Budros, Ruhlin & Roe, Inc. Outside of her advisory work, she serves as president of the Kappa Kappa Gamma Columbus Alumnae Association. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities, utilizing model-driven investment strategies and offering access to third-party asset managers and insurance products through a large network of investment adviser representatives.