Charles Minneci is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at UBS Financial Services for three years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

James Hunter is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2023. Hunter also owns and operates Bodine Perry, LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Gwendolyn Maurer is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 29 years of industry experience. Her career includes 14 years at J.P. Morgan Securities LLC, one year at Chase Investment Services Corp., and 12 years at Ameriprise. 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 through a non-discretionary advisory approach.

Jonathan Jordan is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at The Ballet Met for five years and The Washington Ballet for seventeen years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies, including Monte Carlo simulations and Secular Return Estimates.

Brian Collins is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 17 years of industry experience. He has worked at J.P. Morgan Securities and related entities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program focuses on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Karishma Shah is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan since 2017. Outside of her advisory role, she is the owner of K Shah Properties LLC, a real estate business. 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 and includes an ESG eligibility framework.

James Souslin is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. and has a background that includes roles at OPOC.us and The Ohio State University. Outside of finance, Souslin is involved as an artist and musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advisor-facing technology but not using these systems for direct investment decisions.

Jay Bucher is a Private Wealth Advisor with Merrill Private Wealth Management. He joined Merrill in 2015 and works with ultra-high-net-worth clients and their families to address the complex challenges and opportunities associated with substantial wealth and unique financial circumstances. Before joining Merrill, Jay began his career as a financial analyst at another financial services firm, where he conducted business valuations for mergers, acquisitions, and joint ventures. His expertise includes analyzing financial markets, identifying trends and opportunities for wealth management strategies, and assisting clients in understanding and navigating the complexities of financial markets. Jay holds a bachelor's degree in business and finance from the University of Tennessee. He has earned professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment (SE).

Adam Obrien is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Wells Fargo Clearing in 2026, he worked at Pacer Financial, Inc. and Incapital LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options including cash-flow, retirement, education, risk, and wealth-transfer planning. Advisors use Wells Fargo’s research and planning tools to deliver tailored recommendations, with clients having the option to implement them through the firm’s brokerage or advisory programs.

Nichole Kirk is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and 12 years of industry experience. She has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Angela Okoro is a financial advisor with Primerica Advisors in Worthington, OH, holding Series 63 and Series 65 licenses and two years of industry experience. She has worked with Primerica Advisors since 2023 and previously held roles at Primerica Financial Services, United Insurance Group, and other financial and educational organizations. Outside of advisory work, she is involved in sales of loan products, home security, automation products, and other home-related services through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients, using a tiered wrap fee structure and third-party asset managers for portfolio implementation.

Jacob Altic is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He has held positions at Edelman Financial Engines and its predecessor firms since 2018, and prior to that was employed at The Prudential Insurance Company of America from 2016 to 2018. He holds the Series 63 and Series 65 licenses and is based in Columbus, OH. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary modeling with planner delivery and online tools, offering discretionary and non-discretionary management with an investment process focused on diversified model portfolios, rebalancing, and long-term orientation.

Andrew Schreiber is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2009 and holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from The Ohio State University with a Bachelor of Science in Business Administration in Finance. Andrew collaborates closely with clients and his team to develop and implement wealth management analyses tailored to individual lifestyle goals. His expertise includes creating highly customized reports that support strategic financial planning. Additionally, he is licensed in life and health insurance and assists in areas such as insurance, annuities, credit and lending, and investments.

Charles Roloson is a financial advisor at J.P. Morgan Securities with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory work, he managed rental properties for nearly three decades. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, supported by centralized due diligence and specialized regulatory registrations.

David Reiniger is a CFP® and ChFC® with 41 years of industry experience, currently serving as an advisor at LPL Financial since 2000. Based in Westerville, OH, he holds Series 63 registration and has been involved in managing a family limited partnership and serving as a board officer for a local condo association. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by extensive advisor tools and a broad non-advisory financial services platform.

Timothy Bartolett is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and UBS Financial Services during his career. Bartolett is currently based in Columbus, OH. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, including customized financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Michael Sierawski is a financial advisor with Primerica Advisors in Dublin, OH, holding a Series 63 designation and 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2018 and also works with UnitedHealth Group. Outside of advisory work, he occasionally drives for Uber. Primerica Advisors manages 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 at scale with thousands of advisors and uses model-delivery strategies created by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Matthew Thomas is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation. His prior roles include positions at Global Financial Partners LLC and Foresight Marketing, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, manager and fund searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative due diligence and incorporates ESG criteria within a range of eligible investment strategies.

Matthew Bame is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 21 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2006, including Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Angela Blawut is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and possessing four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.