Brian Edwards is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is the managing partner of BJE Investments LLC and the managing member of WHEM LLC, a non-investment-related holding company. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Alex Shields is a Series 66 licensed financial advisor with four years of industry experience. He is currently with J.P. Morgan Securities in Columbus, Ohio, having previously worked at firms including Wells Fargo Advisors and Nationwide Investment Services Corporation. J.P. Morgan Securities 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 and applies an ESG eligibility framework when recommending investment strategies.

Jarrod Brinkman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at LPL Enterprise since 2024 and previously spent over a decade with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to LPL’s Model Wealth Portfolios, with a platform that integrates advisory programs alongside brokerage and insurance products.

Daniel Morrison is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and eight years of industry experience. He has been with J.P. Morgan Securities since 2017, following prior roles at MML Investor Services, Mass Mutual Life Insurance Company, Liberty National Life Insurance, and Leidos. 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. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jason Moreo is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 credentials and seven years of industry experience. He has been with J.P. Morgan Securities since 2019 and previously worked at JP Morgan Chase Bank NA. Prior to entering the financial industry, he spent six years with Safelite Group Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

John Doyle is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 41 years of industry experience. He has been with LPL Financial since 1994. Outside of his advisory role, he is involved with National United Brokers, focusing on health insurance in collaboration with carriers and agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Gregory Brooks is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to that, he was with Professional Broker-Dealer Financial Planning, Inc. from 2016 to 2020. Brooks has also been involved with the Ohio High School Athletic Association and the United States Soccer Foundation for over a decade. 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 an ESG eligibility framework in its investment recommendations.

Ryan Belcher is a Series 66-licensed financial advisor at Morgan Stanley with eight years of industry experience. He previously worked at JPMorgan Securities, LLC, and JPMorgan Chase & Co. before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Cuong Le Huynh is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His background includes roles at Bank of America, Fidelity Investments, and JPMorgan Chase Bank. Outside of finance, he works part-time as a nail technician at French Nails salon. 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.

William Garner is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 17 years of industry experience. He has worked at Ameriprise since 2016, currently based in Westerville, Ohio. Outside of his advisory role, he serves as Committee Chair for a local Cub Scouts pack. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendations and annual planning advice focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Jessica Sease is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan since 2015. Outside of her advisory role, she serves as President of the Starview Condominium Association in Columbus, Ohio, a position she has held since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis through a select group of Wealth Advisors.

Melissa Snyder is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 license and with seven years of industry experience. She has been with Morgan Stanley since 2014. 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 uses a structured planning process supported by firm-approved tools and modeling techniques.

James Johnson is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in several business ventures, including serving as president and owner of JaDaley LLC and JaBeaux. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Cynthia Elmore is a Senior Financial Advisor with The Cenname Team at Merrill Lynch Wealth Management. She has been providing support and advisory services to the team's corporate 401(k) and executive equity compensation plans since 2000. Cynthia assists individuals, families, and corporations by offering guidance to navigate the complexities of managing wealth and capitalizing on available resources. She serves as a key client contact and coordinates strategies incorporating insights from team members and specialists across the enterprise. With over 25 years of experience, Cynthia specializes in advising executives who have accumulated wealth through equity compensation plans. Her work encompasses wealth strategy, benefits analysis, investment management, cash-flow analysis, budgeting, liability management, retirement planning, higher education savings, and charitable giving. She is knowledgeable in diversification strategies and relevant legal requirements such as Form 144, Form 4 filings, and Rule 10b5-1 transactions. Additionally, Cynthia manages relationships with corporate employee benefits clients, facilitating the development and implementation of equity compensation plans, 401(k) plans, and profit-sharing plans. Prior to joining The Cenname Team, Cynthia served as the Director of Operations at The Huntington Investment Company, where she led multiple functional areas and participated on the Investment Product Committee and Management Team. She began her financial services career in 1991 after earning a Bachelor of Science degree in Finance from Miami University in Ohio. Cynthia holds several professional designations including Chartered Retirement Planning Counselor™, Certified 401(k) Professional, and Certified Plan Fiduciary Advisor®. Outside of work, she volunteers with organizations promoting sailing education for children. Cynthia resides in Columbus with her husband and two children and enjoys activities such as golfing and sailing with her family.

Jeremy Hoepf is a financial advisor at Equitable Advisors in Columbus, OH, with 19 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2006, including its predecessor Axa Advisors, LLC. Outside of his advisory role, he is involved in the sale of group short-term disability insurance through an outside carrier. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored financial solutions.

Andrew Simms is a financial advisor with LPL Financial in Worthington, OH, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has eight years of industry experience, including roles at Nationwide Investment Services Corp and Cadaret, Grant & Co., Inc. Outside of his advisory work, he is involved with AccelWell and CentricHC, non-investment related businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various financial planning and advisory programs, utilizing model portfolios and research from internal and third-party sources, and provides both discretionary and non-discretionary management options.

Anthony Di Novo is a financial advisor at Merrill with Series 66 registration and one year of industry experience. His prior work includes roles at Bank of America, Guild Associates, and Guild Biosciences, as well as employment at educational institutions including the University of Dayton and Bishop Watterson High School. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates into Bank of America’s broader corporate platform, providing access to a wide range of products alongside managed account services.

Jeremy Smythe is a financial advisor with Ameriprise in Grove City, OH, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored, algorithm-supported advice primarily for clients holding assets in Ameriprise-managed accounts.

Brian Anderson serves as Resident Director and Wealth Management Advisor at Merrill. He began his financial advisory career with Wells Fargo in 1999 and joined Merrill in 2005. Brian’s approach focuses on helping clients explore their most important goals while managing risk across their financial lives through frequent conversations and personalized recommendations. As a Senior Portfolio Advisor, he provides traditional advice and builds custom investment strategies, utilizing Merrill model portfolios and third-party investment strategies, sometimes managing these on a discretionary basis within the firm's Investment Advisory Program. Brian holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., along with credentials as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He attended Denison University and earned a Bachelor’s degree from The Ohio State University. Outside of his professional work, Brian is involved in community activities, including volunteering with Habitat for Humanity and supporting UAYB Lacrosse. He resides in Upper Arlington with his wife and two children. His personal interests include adventure sports such as biking, camping, fishing, golfing, rock climbing, running marathons, scuba diving, and skiing.

Devon Dobres is a financial advisor at Merrill with Series 66 credentials and two years of industry experience. Prior to joining Merrill, Dobres held various roles including positions at The Ohio State University and ACRES Capital. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, which includes model-based and discretionary investment strategies for a diverse client base ranging from individuals to corporate fiduciaries.