Joshua Mc Ghee is a financial advisor at Morgan Stanley in Columbus, Ohio, holding a Series 66 designation with seven years of industry experience. He has been with Morgan Stanley since 2017, following prior roles at Robert M Roach, Brandon McIntyre, and Northwestern Mutual Investment Services LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Megan Rothe is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 designations and has 18 years of industry experience. Her prior positions include roles at Morgan Stanley and Fidelity Investments. She also has experience working in the craft brewing industry at Wiedemann's Fine Beer, Brewery & Pub. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with financial product sales.

Vonna Wright is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at L’Oréal from 2012 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

David Ausmus is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and J.P. Morgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

John Foley is a financial advisor with Raymond James Financial, holding a Series 66 designation and totaling 14 years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. since 2012 and previously with Asset Management Consultants. Outside of his advisory role, Foley serves as an officer responsible for investments at both Foley & Fields and Sterling Financial Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and consulting using detailed analytical tools and supports a broad network of advisors through various advisory programs.

Kyle Martie is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. He has worked at various J.P. Morgan entities since 2012. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Briana Oltmann is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Cetera. Her career includes extensive tenure at Avantax and Charles E. Williams & Associates, where she has held various roles since 2004. In addition to her advisory work, she writes and publishes a blog focused on family, family business, and lifestyle topics and serves on the board of the Mary E. Babcock Foundation, which funds educational and cultural projects in Johnstown, OH. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform providing access to a range of investment strategies and third-party managers.

David Alspach is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at FPL Financial Strategies for 14 years before joining Wells Fargo Advisors Financial Network. Outside his advisory role, he is involved in managing family estate planning and serves as a trustee for multiple family trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, delivering tailored recommendations supported by extensive research and planning tools.

Cody Anderson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, Merrill, Morgan Stanley, and Equitable Advisors. 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 an ESG eligibility framework.

William Ferriel Jr. is a financial advisor with UBS Financial Services in New Albany, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with UBS Financial Services Inc. since 2007. He serves as a member of the Columbus Academy Alumni Board, where he helps communicate school functions with alumni. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, wrap fee programs, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances.

Michael Lee is a financial advisor at Morgan Stanley in Columbus, Ohio, holding a Series 66 designation with nine years of industry experience. He worked at JP Morgan Securities LLC from 2016 to 2019 before joining Morgan Stanley, where he has been since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured discovery processes and firm-approved tools to develop client plans, managing approximately $2.74 trillion in client assets.

Jackson Evans is a financial advisor with Equitable Advisors in Columbus, OH. He holds a Series 66 designation and has been in the industry since 2026. His prior work experience includes roles at Northwestern Mutual and various positions outside the financial sector, including in hospitality and healthcare support. Equitable Advisors serves a broad range of clients including individual, high-net-worth, retirement plan, corporate, charitable, and institutional investors, providing financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and offers both discretionary and non-discretionary advisory services.

Benjamin Baker is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 designation and six years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at Subway and Columbus State Community College. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning facilitated by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Alex Valentine is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities in 2022, he worked at Carpenter & Associates and has held roles in education and community recreation. J.P. Morgan Securities 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 when recommending strategies.

Jaime Goubeaux is a financial advisor with Ameriprise in Powell, Ohio, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a separate advisory business through M and J LLC. Ameriprise is an institutional firm serving clients primarily through a retirement-income planning service designed for individuals with substantial investable assets. The firm integrates research, modeling, and tax-efficient strategies to provide tailored, written recommendations with an emphasis on assets held in Ameriprise-managed accounts.

Allen Brooks is a financial advisor with Primerica Advisors in Worthington, Ohio, holding eight years of industry experience. His career includes roles at Lifewise Academy, Pfs Investments Inc, and Honda of America. Brooks also receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. Primerica Advisors sponsors 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 with a large network of advisors and employs model-based investment strategies managed by third-party asset managers.

Aaron Axelrod is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at The Huntington Investment Company and Nationwide. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Michael Lutz is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes roles at Macy's and Bru Burger Bar, in addition to positions at several financial institutions such as JPMorgan Chase Bank and Huntington Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers a range of investment solutions through a non-discretionary advisory approach.

Keith Conn is a financial advisor with Morgan Stanley in Columbus, Ohio, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016. Outside of his advisory role, he serves on the London Ohio Civil Service Commission Board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate partnerships.

James Trapp is a financial advisor at Robert Baird & Co. with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with Robert Baird since 2019. Prior to that, he worked at J.J.B. Hilliard W.L. Lyons. Outside of advising, he serves as a co-trustee for a family account and is involved with the operations of a family farm in Grove City, Ohio. Robert Baird & Co. is an institutional firm serving individuals, corporate clients, pension plans, and charitable organizations through the DDK Group within its Private Wealth Management department. The firm offers a variety of services including financial planning, portfolio management, and separate account programs, with a focus on manager selection, internal research, and a range of investment strategies.