Jacquelyn Murphy is a CFP® with 26 years of industry experience, all spent at Edward Jones in Columbus, OH. She has been with the firm since 2000. Outside of her advisory role, she is a co-owner of a vacation property in Huntsville, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mary Gilmore is a financial advisor with Cambridge Investment Research Advisors, Inc. She holds 15 years of industry experience and has been affiliated with Cambridge since 2024. Prior to this, she was associated with Step Up Wealth Management, LLC for 11 years and United Planners' Financial Services for 10 years. Gilmore also manages Gilmore Enterprises, Inc., an insurance and benefits-related business. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management, proprietary model strategies, and access to third-party advisers and sub-advisors.

Matthew Hanuska is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has worked at J.P. Morgan Securities since 2022 and has prior experience at Morgan Stanley, Pride One, Aptiv, and CVS Specialty. 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 program. The firm’s advisory process utilizes centralized due diligence and incorporates both quantitative and qualitative research, with capabilities extending to derivatives and commodities.

John Kurgan is a financial advisor with Ameriprise, holding a Series 63 designation and 43 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he manages office expenses through a separate business entity, JEJB, Inc. Ameriprise offers retirement-income planning services primarily for clients with at least $1 million in net investable assets, delivering tailored recommendations that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm utilizes a centralized consulting team and combines research with modeling and algorithmic tools to support its advisory process.

Scott Mann serves as Resident Director at Merrill Lynch Wealth Management. Since joining Merrill in 2000, he has worked closely with individuals and businesses to define and pursue their financial goals across every phase of their financial life cycle. His approach emphasizes the development of comprehensive wealth management strategies underpinned by in-depth financial advice and a foundation of trust. Mann’s expertise includes retirement planning, trust and estate planning in collaboration with tax accountants and attorneys, business transition planning, and individual wealth preservation and insurance strategies. He focuses on client needs such as college education planning, portfolio management, tax minimization, and retirement income. Mann holds a Bachelor of Science degree in Accountancy and Finance from Miami University and an MBA from The Ohio State University. He also holds the Personal Investment Advisor (PIA) designation. Residing in New Albany, Ohio, with his wife Kristen and two daughters, Mann pursues outdoor interests including golf, hiking, and running.

Mary Gentry is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with three years of industry experience. She previously worked at Vertiv and Summers Ventures LLC and spent time in homemaking roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a planning process based on structured discovery conversations and firm-approved tools.

Megan Torski is a financial advisor at Morgan Stanley in Dublin, Ohio, with four years of industry experience. She has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of finance, Megan was involved with 101 Beer Kitchen for seven years. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Nathan Daugherty is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. He also serves as a notary in Dublin, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of representatives. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies.

B Fry is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 23 years of industry experience. Their career includes multiple tenures at Wells Fargo Clearing totaling 14 years, as well as a two-year period at Citigroup Global Markets. Outside of advisory work, B Fry serves as a notary public in Sylvania, Ohio. Wells Fargo Advisors is a national securities firm that offers investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research and analytics with a range of brokerage and advisory solutions while operating at scale with over 14,000 financial advisors and approximately $671 billion in assets under management.

Danny Mizer Jr. is a Series 66-licensed financial advisor with Ameriprise in Columbus, OH, and has 10 years of industry experience. His prior roles include positions at The Huntington Investment Company and Huntington National Bank. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on tax-aware withdrawal strategies and dependable income sources.

Matthew Zakelj is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with seven years of industry experience. He has worked with Morgan Stanley since 2018 and previously was affiliated with The Ohio State University from 2014 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools and methodologies to assist clients in developing personalized plans.

Jason Black is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has held positions at Waddell & Reed, Mass Mutual Investors Services, and various insurance agencies. Outside of financial advising, he serves as the head wrestling coach and 7th grade football coach for Bexley City Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and various strategic options.

Jeffrey Boardman is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Huntington Investment Company, PNC Investments, PNC Wealth Management, and Natcity Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

John Biteman is a financial advisor with LPL Financial in Worthington, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Securities America Advisors, Sterne Agee Investment Advisor Services, and Wrp Investments. He is also involved with Financial Concepts, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a wide range of discretionary and non-discretionary investment strategies.

Kimberly Amaya is a financial advisor with Primerica Advisors in Dublin, OH, holding a Series 63 designation and bringing nine years of industry experience. She has worked at Primerica Advisors since 2016 and has been affiliated with Primevision Financial Group since 2018. Outside of advisory services, she is involved in sales of investment-related and home security products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies supported by third-party asset managers and custodial services. The firm operates at scale with a large network of advisors and offices, focusing primarily on individual investors rather than institutional clients.

Brenda Millhouse Huebner is a Certified Financial Planner® with 14 years of industry experience. She is currently a Wealth Advisor at J.P. Morgan Securities in Columbus, Ohio, where she has been working since 2021. Prior to joining J.P. Morgan, she held roles at Prudential Insurance Company of America and Pruco Securities. Outside of her financial advisory work, she is also an artist specializing in watercolor paintings. 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 written asset allocation advice, investment manager searches, and customized performance reporting. Their process integrates quantitative and qualitative research and may incorporate ESG criteria, with implementation supported by affiliated investment-management entities.

Riley Whitfield is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 designations and five years of industry experience. Prior to joining J.P. Morgan in 2021, he worked at Knotty Pine Brewing Company and was involved with the Columbus Special Improvement District. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a selective Wealth Advisor program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate an ESG eligibility framework.

James Klausman Jr. is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked in various roles within JPMorgan Chase and J.P. Morgan Securities since 2016. 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 combines quantitative and qualitative due diligence supported by a manager solutions team and incorporates an ESG eligibility framework in its recommendations.

William Collis is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors and Ambassador Wealth Management, as well as experience working with the United States Senate and Roetzel & Andress LLP. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations, with an emphasis on client decision-making and incorporating ESG eligibility frameworks where applicable.

Maria Grandominico is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She holds a Series 66 designation and has previous experience at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.