Shivam Patel is a financial advisor with Primerica Advisors in Worthington, OH, holding five years of industry experience. He has been with PFS Investments Inc. since 2021 and Primerica Financial Services since 2019. Outside of his advisory role, Patel is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors and 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 nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-driven investment strategies supported by third-party managers and custodial services.

Matthew Reis is a financial advisor with Primerica Advisors in Worthington, OH, holding 27 years of industry experience. He has been with Primerica Advisors since 1998 and Primerica Financial Services since 1997. Outside of investment advisory, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses an operational model focused on tiered wrap fees and ongoing oversight of its investment options.

Julie Cason is a CFP® with 17 years of industry experience currently working at Fidelity in Worthington, OH. She has been with Fidelity Investments and its affiliated firms since 2008, including roles at Fidelity Personal and Workplace Advisors since 2018. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in portfolio management.

Nathaniel Clements is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to joining J.P. Morgan, he was employed at Proof Positive Consulting and Nationwide Children’s Hospital. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework when recommending investment strategies.

Enas Jaradat is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at The Ohio State University and Macy's. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Luke Maynard is a financial advisor at Morgan Stanley with a Series 66 credential and one year of experience in the industry. His prior work includes roles at Scioto Country Club and Shuttleworth and Company. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process with firm-approved tools and offers a wide range of investment and financial services.

Eric Beckman is a financial advisor at Ameriprise Financial Services with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2019, following roles at Nationwide Investment Services Corp, Huntington National Bank, and other firms. Beckman has also been involved in a non-investment business as an employee at 123115, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a notable Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice focused on income sources and tax-aware strategies. The firm uses proprietary research and third-party data to deliver tailored retirement solutions within a defined investment framework.

Heather Henkaline is a financial advisor at Raymond James Financial with a Series 66 credential and three years of industry experience. She has previously worked at Raymond James Financial Services Inc., MBO Professional Services, Inc., and L Brands, Bath & Body Works. Outside of her advisory role, she is an associate at The Granville Investment Group, LLC, where she is involved in financial advising and wealth planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning and investment consulting supported by analytical tools to guide client decisions and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Douglas Rose is a CFP® with 36 years of industry experience, currently serving as an advisor at J.P. Morgan Securities in Columbus, Ohio. His prior roles include positions at Wells Fargo Clearing and LPL Financial. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, delivering quantitative asset-allocation advice and customized performance reporting on a non-discretionary basis.

Michael Trapp is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. He also has a prior role at JJB Hilliard WL Lyons LLC dating back to 2016. Outside of advising, he is an owner/member of an LLC and holds rental property investments. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm uses a combination of discretionary and non-discretionary portfolio management strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 2025.

Tonya Hammonds is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A. since 2014 and a two-year position at NK Telco Sports. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Musa Jallow is a Series 66-registered financial advisor with nine years of industry experience. He has worked at Morgan Stanley since 2021 and previously held roles at JP Morgan Securities LLC and JP Morgan Chase. Outside of his advisory work, he is also an Uber driver. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Adam Hill is a CFP® professional with 32 years of experience in the financial industry, currently affiliated with LPL Financial since 2019. His prior experience includes roles at FSC Securities Corporation and founding or managing entities such as Maxwell Financial Management, Athill44, and Maxhill Group. Hill also holds a life insurance agent license and has been involved in non-variable insurance since 1993. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jillian Zabrosky is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and four years of industry experience. Her work history includes positions at JPMorgan Chase Bank, N.A. and CPGT LLC. She also has experience outside finance working at Brother's Lounge and Maple Star Farm. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Douglas Graybeal is a CFP®-credentialed financial advisor with 21 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. 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 operates within a broader broker-dealer and banking organization and offers access to a diverse range of products through its institutional consulting services.

Aaron Fuerst is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 21 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2005. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Carl Swanson is a financial advisor at LPL Financial with 15 years of industry experience and holds a Series 66 designation. His prior work includes roles at Cadaret Grant & Co., Inc. and Securities America Advisors. Outside of finance, he is active as an artist and musician and operates a home-based custom furniture and carpentry business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to research and model portfolios from LPL Research and third-party subadvisors.

Jamie Reed is a financial advisor with Wells Fargo Clearing in Columbus, Ohio, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has previously worked at KeyBank, JPMorgan Chase Bank NA, and JPMorgan Securities LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions across a broad range of financial products.

Jennifer Lucus is a financial advisor with Ameriprise in Plain City, Ohio, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as secretary on the boards of FP LLC and Capitol Tunneling. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team, supported by algorithmic tools and oversight committees.

Ryan Mink is a financial advisor at Cetera with eight years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Previously, he worked at Morgan Stanley Wealth Management, Guardian Life Insurance Company, and Edward Jones Investments. In addition to his advisory role, he is a financial professional at Three Creeks Capital Management LLC, where he focuses on wealth and investment management. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, leveraging a multi-manager platform with access to both affiliated and third-party managers.