Olusheye Ayeni is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Amazon and in the banking sector with Eco Bank Nigeria Plc and Access Bank Plc. Outside of his advisory role, he works as a contractor for Grubhub and Doordash. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach centers on structured discovery and firm-approved planning tools, with services that include but do not provide individual security recommendations within standalone financial plans.

James Lopez is a Series 66-registered financial advisor with 12 years of industry experience. He has worked at Morgan Stanley from 2011 to 2023 before joining J.P. Morgan Securities in 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and an ESG eligibility framework.

Andrew Buck is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and possessing three years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2022. Outside of his advisory role, Buck serves as head coach for two club sports teams with Legend SC LLC. 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 and fund searches, and customized performance reporting within a non-discretionary advisory program.

Max Thompson is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has worked at several firms including Ameriprise and PNC Wealth Management prior to joining J.P. Morgan. Thompson is based in Columbus, Ohio. 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 and fund searches, and customized performance reporting. The firm's advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating ESG considerations and broader derivatives and commodities capabilities.

Craig Jefferis is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at J.P. Morgan Securities since 2020 and previously spent 13 years at T. Rowe Price Advisory Services. His career also includes a brief period at Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Fosson is a financial advisor with LPL Financial in Columbus, OH, holding a Series 66 designation and 14 years of industry experience. He previously worked at J.P. Morgan Securities for 13 years and Chase Investment Services Corp. for one year. Fosson is also associated with Vanbridge as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

Mayur Shah is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Prudential Advisor and Pruco Securities for ten years, and Ameriprise for one year. Shah is also a partner in an investment club, Mukharvind Investment LLC, where members collectively study and vote on stock investment decisions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and offers a range of strategies that may include ESG considerations.

Sandy Davis is a financial advisor at J.P. Morgan Securities with 11 years of industry experience and holds Series 63 and Series 66 licenses. Their career has been primarily with J.P. Morgan entities since 2016. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening, qualitative research, and forward-looking capital market assumptions to build model asset allocations, with implementation support from affiliated investment-management entities.

Alan Lang is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab & Co., Inc. since 2017, with prior experience at TD Ameritrade and Merrill. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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, utilizing multi-asset model portfolios and due diligence on alternative investments.

Christopher Ellwood is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Adventure Films Ltd., The Davey Tree Expert Company, and municipal roles in New Albany and Dublin, Ohio. Outside of finance, he is involved with Adventure Films Ltd., a self-employed venture. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a broad network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Kyle Leadbetter is a financial advisor with J.P. Morgan Securities based in Columbus, OH, holding Series 63 and Series 65 designations and possessing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has prior experience with JPMorgan Chase Bank, PNC Wealth Management, and Ameriprise. 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 combines quantitative screening and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Jonathan Stewart is a CFP®-certified financial advisor with Edward Jones, based in Hillard, Ohio, and has 20 years of industry experience. He previously worked at Morgan Stanley for six years before joining Edward Jones in 2021. Outside of his advisory role, he owns and operates Blue Sky Stables, LLC, managing small-scale agricultural activities on personal property in Plain City, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Amanda Ogg is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 63 and Series 66 licenses and offering 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.

Chase Rankin is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he spent ten years at Chuy's. Outside of his advisory role, he is the sole proprietor of Property Chasers LLC, a real estate business engaged in property management and sales activities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Benjamin Ferguson is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley since 2013, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Services Group, Inc. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services supported by tools such as Monte Carlo simulations and Secular Return Estimates. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-linked financial planning solutions.

Kelly Willmer is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Columbus, OH. Her career includes roles at Morgan Stanley Private Bank, MORGAN STANLEY SMITH BARNEY LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning that utilizes firm-approved tools and modeling techniques.

Brad Johnson is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has worked with Ameriprise and its related entities since 2005. In addition to his advisory role, he is involved in independent insurance brokering, specializing in long-term care coverage. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Donna Rose is a financial advisor at Morgan Stanley in Columbus, OH, with 26 years of industry experience. She holds a Series 66 designation and has held positions at several firms, including Nationwide Securities LLC, Principal Financial Services, Stifel, Citigroup Global Markets, Legg Mason Wood Walker, and UBS Financial Services. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages substantial client assets and provides services through both direct individual relationships and corporate financial planning agreements.

Eric Singer is a financial advisor with UBS Financial Services in Columbus, Ohio, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Singer serves on the Board of Directors for the ALS Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Karen Lohr is a financial advisor with Edward Jones in Worthington, OH, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Edward Jones since 2021, Blue and Company, and Professional Practice Management. Outside of advising, she volunteers as a poll worker for the Franklin County Board of Elections. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.