Joshua Brutcher is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, with five years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Truco, Inc. before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Greg Scharlott is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including Nationwide Investment Advisors LLC, Nationwide Investment Services Corporation, and J.P. Morgan Asset Management. He is based in Columbus, Ohio. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating quantitative and qualitative research.

Ryan Blevins is a financial advisor with Raymond James Financial in Upper Arlington, OH, holding a Series 66 designation and 10 years of industry experience. Prior to joining Raymond James in 2018, he worked at Wells Fargo Advisors for three years. Outside of his advisory role, he is co-owner of Rowlette Executive Search, where he currently manages bookkeeping duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Ethan Brooker is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses with three years of industry experience. His work history includes roles at Jpmorgan Chase Bank and Sedgwick Claims Management Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates centralized due diligence with quantitative and qualitative research, supporting recommendations that may include ESG criteria and are implemented with assistance from affiliated investment-management entities.

Frenlly De La Cruz is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 63 designation and seven years of industry experience. His work history includes multiple roles within J.P. Morgan Securities and J.P. Morgan Chase Bank since 2015, as well as a two-year period at Morgan Stanley and one year at Mi Tradicion. 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. Their advisory process combines quantitative screening and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework, with implementation support from affiliated investment-management entities.

Justin Whitley is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. He holds the Series 66 designation and has eight years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and the Energy Cooperative of 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Caitlin Hughes is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and two years of industry experience. She has prior experience at Cambridge Investment Research Inc. and has held roles in education, including positions with Fairfield County Educational Service Center and Bloom-Carroll Local Schools. Hughes is also involved as a coach and educator in local schools. Cambridge Investment Research Advisors, Inc. serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and manages a multi-billion dollar asset base.

Margaret Bellows is a CFP® and holds a Series 66 license with 27 years of experience in the financial industry. She has been with Morgan Stanley since 2005, including roles at Morgan Stanley & Co. LLC and Morgan Stanley Private Bank, N.A. She is based in Columbus, OH. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and modeling techniques.

Nasser Tahat is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 66 and Series 63 licenses. He has one year of industry experience, including prior roles at J.P. Morgan Securities and The Ohio State University. Outside of finance, he has operated Tahat Renovations LLC for five years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Jeff Gilbert is a financial advisor with Ameriprise in Columbus, OH, holding a Series 63 designation and over 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Jacob Hauptner is a financial advisor at Morgan Stanley in Columbus, Ohio, holding a Series 66 license with five years of industry experience. His prior roles include positions at Pruco Securities LLC, William Vaughan Company, and Wentz Financial Group. Outside of his advisory work, he is a co-owner of Party Haupper, an equipment rental business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, and offers a broad range of investment and financial planning solutions.

Nick Beres is a CFP® professional with 21 years of industry experience. He is currently affiliated with LPL Financial and also operates Beres Wealth Management. His prior experience includes roles at Raymond James Financial and Ameriprise Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting investment advisers with a variety of strategic and tactical tools.

Michael Roderick is a financial advisor with LPL Enterprise, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Ameriprise Financial Services, Wells Fargo Clearing, and A. G. Edwards & Sons. He is also a founder and board member of the nonprofit Embrace the First Step in New Albany, Ohio. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing model portfolios developed internally or by third-party strategists, and offers access to third-party asset managers and various financial planning services.

Christopher Cennamo is a financial advisor with Charles Schwab in Columbus, OH, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab, and TD Ameritrade Investment Management. Charles Schwab & Co., Inc. serves primarily 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 offers a combination of non-discretionary and discretionary investment management, using multi-asset model portfolios and a centralized operational structure.

Paul Hedges is a financial advisor at Morgan Stanley with 42 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 designations and is based in Columbus, OH. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and utilizes firm-approved tools and methodologies such as Global Investment Committee estimates and Monte Carlo simulations in its planning process.

Patrick King is a financial advisor at Stifel with 23 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. King holds a Series 63 designation and serves on several local boards, including the Solid Waste Authority of Central Ohio, the County Hospital Commission of Franklin County, the City of Bexley Board of Zoning and Planning, and the Bexley City School District Board of Education. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, with clients maintaining discretion over implementation.

Fred Carini is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 license with four years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE Securities, and The Awesome Life Group. 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 within a non-discretionary advisory program.

Panayiotis Ragias is a financial advisor at Ameriprise with five years of industry experience. He previously worked at The Huntington Investment Company and JPMorgan Chase Bank, N.A. Outside of his advisory role, he serves as a referee for the Ohio High School Athletic Association. Ameriprise Financial Services is a large, diversified firm that serves individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Joseph Bettendorf is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the advancement committee of Cristo Rey Columbus High School, assisting with securing corporate grants and private donations, and is a member of the University of Dayton School of Business Administration Flyer Investments Fund Advisory Council. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by tools such as Secular Return Estimates and Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Alexander Miranda is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has previously worked at Edward Jones, Bank of America - Merrill Lynch, UBS Financial Services, and has returned to J.P. Morgan Securities since 2021. Outside of advising, he is the owner and partner of FitConnect LLC, a technology venture developing a fitness social media app using AI tools. 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. The firm’s advisory process combines quantitative screening and qualitative research, employing a forward-looking approach to asset allocation and incorporating an ESG eligibility framework.