Samuel Muller is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and possessing 10 years of industry experience. His career includes roles at Morgan Stanley, The Prudential Insurance Company of America, and multiple positions within J.P. Morgan entities. Outside of finance, he is involved with Pack Tactic Games, a venture he joined in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Drew Mussman is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having one year of industry experience. Prior to joining J.P. Morgan Securities, he worked with Prudential Insurance Company of America and LPL Enterprise LLC. Outside of finance, he has been involved with several pizzeria businesses. 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 when recommending investment strategies.

Amy Rash is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 65 and Series 66 credentials and previously worked at Morgan Stanley and J.P. Morgan Securities. Additionally, she serves as a FINRA arbitrator for ad hoc cases involving disputes between investors and brokerage firms. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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 additional market-facing registrations and functions, offering services on a non-discretionary basis while clients retain final decision-making authority.

Patrick Mihm is a financial advisor at Charles Schwab based in Columbus, Ohio, with 12 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Charles Schwab since 2013, including roles at Charles Schwab Bank. Prior to that, he was with TD Ameritrade Inc. for one year. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios alongside a centralized operational structure.

Doug Bates is a Series 66-credentialed financial advisor with Edward Jones, based in Westerville, OH. He has one year of industry experience, including a 16-year tenure at National Affordable Housing Trust. Outside of his advisory role, he serves as a consultant for Marble Cliff Capital, an affordable housing syndicator, where he reviews budgets and financials and advises on policies and procedures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a nationwide network of over 23,000 financial advisors.

Frank Sberna is a financial advisor at LPL Financial in Columbus, OH, holding Series 63 and Series 66 licenses with 17 years of industry experience. His career includes positions at KEMBA Financial Credit Union and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Riley Larimore is a Series 65-credentialed financial advisor with 17 years of industry experience. He has worked at Edelman Financial Engines since 2016 and previously at Tmfs Advisors, LLC from 2012 to 2016. He is based in Columbus, OH. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Terry Webb is a Series 66 licensed financial advisor with J.P. Morgan Securities in Columbus, Ohio, and has seven years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Webb also manages several rental properties in the Columbus area. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches through a non-discretionary advisory model supported by a centralized due-diligence framework.

Sarah Barnhart is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2014. In addition to her advisory role, she is involved in direct sales for a skincare company, Rodan and Fields LLC, as a contractor. 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. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Susan Scrimenti is a financial advisor at Merrill with 31 years of industry experience. She has been with Merrill for 30 years, holding Series 63 and Series 66 designations. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a broad range of model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, integrating its services with Bank of America’s broader platform.

Niasha Piper is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Prior to her financial services career, she worked at MAC Cosmetics for seven years. Outside of her advisory role, she owns and operates a small makeup instruction business and an e-commerce venture selling personal wardrobe items through social media. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a non-discretionary program. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity pool operator registrations.

Jason Palmer is a financial advisor with Ameriprise in Sandusky, Ohio, holding a Series 66 designation and 22 years of industry experience. He previously worked for RIVERSOURCE DISTRIBUTORS INC for 12 years before joining Ameriprise in 2024. Palmer serves as Secretary on the Dublin Jerome Marching Band Board, a nonprofit organization associated with Dublin City Schools. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver tailored, algorithm-assisted recommendations focusing on income sources, tax efficiency, and Social Security options.

Zachary Hughes is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Bank of America, Merrill, Telhio Credit Union, and The State Bank & Trust 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Kathleen Fisher is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. In addition to her advisory role, she serves as Vice President and Primary Licensee at Chase Insurance Agency, Inc., an affiliated licensed insurance agency. 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. The firm delivers its program on a non-discretionary basis, combining institutional advisory capabilities with brokerage and investment management services.

James Simpson is a financial advisor with Morgan Stanley in New Albany, OH, holding a Series 66 designation and with six years of industry experience. He has been with Morgan Stanley since 2019, including time at Morgan Stanley Private Bank, N.A., and previously worked at Nissan/North from 2014 to 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Dean Schockling is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 designations with 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes the use of firm-approved tools and scenario modeling.

Mohammad Mohammad is a financial advisor at J.P. Morgan Securities with a Series 65 credential and one year of industry experience. His prior work includes roles at Keybanc Capital Markets, S&P Global Market Intelligence, and various entrepreneurial and service ventures. 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.

John Kezerian is a financial advisor with Charles Schwab based in Columbus, OH, holding CFP® and Series 66 designations and six years of industry experience. His work history includes several roles within Charles Schwab entities as well as positions at Lake Erie College, Vestmark, and Eagle Investment Systems. Outside of his advisory role, he is the sole owner of Kezerian, LLC, a residential property management business in Lakewood, OH. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, combining non-discretionary advice with access to discretionary separately managed accounts and an integrated operational platform.

Carolina Silcott is a financial advisor at LPL Enterprise with a Series 66 designation and one year of experience in the industry. Her prior work experience includes roles at Third Coast Bank and Mercadolibre, as well as positions outside the financial sector. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Joseph Lotozo is a CFP® and ChFC® with 13 years of experience in financial advising. He has been with Edward Jones since 2012. Outside of his advisory role, he earns royalties from Amazon Kindle Direct Publishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory strategies. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.