Tiffany Dailey is a Series 66-licensed financial advisor with eight years of industry experience, currently with Edward Jones in Columbus, OH. She has previously worked at the Columbus Urban League and Telhio Credit Union. Edward Jones is a full-service wealth management firm serving both individual and institutional clients across a broad range of financial needs. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Brandt Cookston is a financial advisor at Ameriprise Financial Services with six years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2018, following roles at Family Leisure and Ball State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Richard Obrien is a financial advisor with LPL Financial in Columbus, OH, holding a Series 63 license and 39 years of industry experience. He worked for Lincoln Financial Advisors and Lincoln National Life from 2001 to 2021 before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers various advisory programs, financial planning, and consulting services, with access to model portfolios and research from internal and third-party sources.

Neil Zipfel is a financial advisor with Ameriprise in Worthington, Ohio, holding a Series 63 designation and over 21 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. from 2005 to 2018 before joining Ameriprise Financial Services Inc., where he worked until 2020. Outside of advising, he is involved in real estate through ownership and management of commercial properties via a holding company. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support planning, with an emphasis on assets held in Ameriprise-managed accounts.

Clay Muhlenkamp is a financial advisor with Charles Schwab in Columbus, Ohio, holding a Series 66 designation and 13 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2011 and 2013, respectively. Outside of his advisory role, he owns and rents out a property in Austin, Texas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm provides both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Donald Harper Sr. is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 13 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., PNC Bank, NA, Fidelity Tactical Group, and Edward Jones. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset allocation with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Jason Doublett is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2024, he worked at PRUCO Securities and has been employed full-time as a Senior Program Manager at T-Mobile since 2015. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform.

Michael Haringa is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank, NA since 2005. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and offers non-discretionary advisory services supported by a centralized due-diligence framework.

Eric Esposito is a financial advisor with Ameriprise in Columbus, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Esposito serves on the Board of Directors for the Waterford Tower Homeowners Association and is CEO of Executive Alpha Group Inc., overseeing day-to-day operations and staff. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations delivered through a centralized consulting team.

Dominic Monk is a financial advisor at Robert Baird & Co. in Columbus, OH, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors, Hyre Personal Wealth Advisors, and Northwestern Mutual. He serves as a board member and investment committee member for Team Focus, an outside business activity based in Ashland, OH. Monk is part of the DDK Group within Baird’s Private Wealth Management department, which serves high net worth individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, utilizing manager-traded and model-traded SMA strategies alongside tax-management and direct-indexing capabilities.

Spencer Spillman is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at LPL Financial and Triple Crown Wealth Management. Outside of his advisory role, he has engaged in work with DoorDash. 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 an ESG eligibility framework in its advisory process.

Cassidy Davies is a financial advisor at Equitable Advisors with a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, Davies worked in education and service roles, including positions at Hilliard City Schools and The Ohio State University. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutional clients, providing financial planning, broker-dealer services, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing a delivery model that emphasizes LPL-sponsored programs and endorsed third-party managers.

Tyler Cunningham is a financial advisor with LPL Enterprise holding a Series 66 designation and currently based in Columbus, OH. He began his advisory role in 2025 and has a background that includes experience at Texas Roadhouse and Bowling Green State University. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment products through an integrated platform.

Jeffrey Warner is a financial advisor with Charles Schwab in Columbus, Ohio, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes positions at Fidelity Investments, BBI Logistics, and Ohio State University Wexner Medical Center. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated custody, brokerage, and advisory services.

Trace Kelly is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. His work history includes roles at Merrill Lynch and Asset Management Consultants, along with administrative positions at Foley and Fields Wealth Strategies and Sterling Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Joseph Ball II is a financial advisor at Ameriprise in Columbus, Ohio, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Ameriprise Financial, Columbus State Community College, Brookside Golf & Country Club, and Ohio State University. He is also a co-owner of TRLT Ventures, LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes collaborative, non-discretionary implementation supported by in-depth research and proprietary tools.

Jesse Harlow is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Penn Mutual Life Insurance and OptumRx. Outside of his advisory work, he participates occasionally in marketing focus groups for Murray Hill Marketing. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Jessica Sullivan is a financial advisor at Morgan Stanley in Columbus, Ohio, with 24 years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Securities LLC for 12 years. Sullivan has also been associated with Franklin University for over 20 years, including a current engagement since 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides investment solutions alongside comprehensive planning services.

Sean Gelin is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation. He joined Morgan Stanley in 2024 and has previously worked at Pride Technologies, LLC, United Parcel Service, American Income Life, Chipotle Mexican Grill, Kroger, and Pizza House. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Jonathan Hastings is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at AssuredPartners and Cetera Wealth Services, LLC. Outside of advising, he is involved in insurance sales and is the owner of Hastings Elite, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and advisory services through a large network of independent advisors, utilizing a multi-manager platform that supports diverse investment strategies and program structures.