Amanda Helwig is a financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2011 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of investment products and research resources.

James Christensen is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling techniques.

Frank Lazar is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining Morgan Stanley. Lazar is currently based in Dublin, Ohio. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

Zach Recker is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 credentials and six years of industry experience. His work history includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank since 2021, as well as prior experience at firms such as W&S Brokerage Services and Western Southern Life. From 2021 to 2024, he was involved with Recker Properties and related investment and real estate activities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework while generally recommending funds and strategies approved through internal review processes.

Tyler Donahue is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and two years of industry experience. His career includes roles at PNC Investments, PNC Bank, JP Morgan Chase, and American Sanitary Supply. Outside of finance, he has experience working in the restaurant industry. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas D'amico is a financial advisor with LPL Enterprise in Columbus, OH, holding a Series 63 license and bringing 31 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Magellan Federal, Zeiders, MHN Government Services, and Allstate Insurance Co. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through an integrated platform that combines investment advisory, insurance products, and a collateralized lending program.

Michael Derrow is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has seven years of industry experience. His prior experience includes roles at E*Trade Securities, Morgan Stanley, J.P. Morgan Securities, and JP Morgan Chase Bank. Outside of his advisory work, he has been involved in property management activities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a broad range of investment advisory, financial planning, and retirement plan consulting services, utilizing research and analytics alongside diversification principles and modern portfolio theory.

Nancy Kesterson is a financial advisor with Primerica Advisors in Columbus, OH, holding 15 years of industry experience. She has worked with Primerica Advisors since 2010 and has prior experience at Pearson Education and Comfort Keepers. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan services.

Alexis Peace is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses. She has three years of industry experience, including prior roles at Shawn W Phelps and Northwestern Mutual. 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 modeling with centralized due diligence and an ESG eligibility framework.

Stephanie Wagner is a financial advisor with LPL Enterprise in Columbus, OH, holding Series 63 and Series 66 licenses and 14 years of industry experience. Her prior roles include positions at Securities America, Inc., Prudential Insurance Company of America, and Principal Life Insurance Company. Wagner also serves as a Notary Public in Columbus. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory and brokerage capabilities.

Kevin Crook is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 10 years of industry experience. His prior roles include service with the Air National Guard and various positions within JPMorgan entities. Outside of his advisory work, he owns Crooked Comix LLC, through which he finances and produces comic book 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 an ESG eligibility framework.

Michael Caudill is a financial advisor with LPL Enterprise holding a Series 63 designation and 19 years of industry experience. His prior work includes roles at Pruco Securities, LLC, The Prudential Insurance Company of America, W&S Brokerage Services, and Western Southern Life. He is based in Columbus, Ohio. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through 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 supported by an integrated platform.

Conley Blair is a financial advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 2019 and has served as a resource and guide for clients in various aspects of finance. Conley works closely with business owners, entrepreneurs, and ultra-affluent families to develop strategies that address their financial objectives, including college education planning, family wealth management, legacy planning, liquidity management, and personal retirement planning. Conley holds a bachelor's degree in Business Administration with a concentration in Finance from Liberty University. He has earned several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise spans portfolio management, tax minimization, philanthropic planning, and concentrated stock strategies. He emphasizes understanding clients' short-, mid-, and long-term goals to provide customized financial guidance. Outside of his professional role, Conley resides in Columbus, Ohio. He has interests in golfing, hunting, music, pickleball, running, soccer, tennis, traveling, and watching movies.

Brian Hughes is a financial advisor at Morgan Stanley in Columbus, OH, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and had brief roles outside the financial sector before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Zackary Cannata is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and having five years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2020, as well as prior positions at Amazon and The Ohio State University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Steven Zid is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley and its affiliates since 2019, following four years at Capital Group. Zid holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to both individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and quantitative methods as part of its financial planning process.

Owen Brennan is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this, he served in various roles within Fidelity Investments, including Relationship Manager (2025-2026), Financial Representative (2024-2025), and Financial Services Representative (2023-2024). Owen focuses on helping clients navigate financial complexity by building strong relationships and creating holistic financial plans tailored to each client's goals and concerns. His approach centers on simplifying complex decisions and providing clear guidance to help clients manage and grow their wealth over time. Outside of his professional work, Owen enjoys boating, cars, hiking, outdoor adventures, pets, and skiing.

Paul Kosling is a financial advisor with Ameriprise Financial Services LLC, holding a Series 63 designation and bringing 41 years of industry experience. He previously worked at Benjamin F. Edwards & Co. for eight years before joining Ameriprise in 2020. Based in Dublin, Ohio, Kosling has spent the majority of his career serving clients in wealth management. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, delivering detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice through a centralized consulting team, supporting clients primarily with assets held in Ameriprise-managed accounts.

Charles Romano is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association from 2015 to 2022. Romano is based in Dublin, Ohio. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Terence Zaas is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 63 and Series 65 credentials and having 41 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as a member of the board at Village Academy in Powell, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.