John Trapp is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Robert Baird & Co. since 2019. His prior experience includes roles at JJB Hilliard W.L. Lyons LLC and Fifth Third Securities, Inc. He is also a member of several LLCs related to investment activities. The DDK Group, part of Robert Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with a range of financial planning and portfolio management services.

Ryan York is a CFP® with 11 years of industry experience, all of which have been spent at Edward Jones since 2015. He is based in Grove City, OH, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Dustin Dillon is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Ameriprise, he worked at The Huntington Investment Company and Huntington National Bank for several years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Benjamin Blotner is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and having five years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Nationwide Investment Services Corp and has held various roles including writing for the Columbus Jewish News. Outside of finance, he contributes as an unpaid freelance writer for the Society for American Baseball Research and performs paid singing and karaoke hosting at The Dolphin Lounge. 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.

Matthew Moyer is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2022. His background also includes roles at Canterbury Rams, Central Ohio Private Security LLP, and Ps Karlsruhe Lions. 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, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities through various regulatory registrations.

Matthew Aman is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked within JPMorgan entities since 2016, including roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and includes capabilities in derivatives and commodities.

Michael Wolken is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously with Metlife Securities from 2015 to 2017. Outside of his advisory role, he is also an insurance agent specializing in individual and group life, health, disability, and long-term care insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, using technology such as Monte Carlo simulations and automated asset-allocation tools to support its recommendations.

David Patch is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2009. Prior to joining J.P. Morgan, he worked at Ameriprise from 2007 to 2010. 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 screens, qualitative research, and forward-looking capital market assumptions to build model asset allocations.

Anthony Saulino III is a financial advisor with MassMutual Investors Services in Dublin, OH, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors, Ameriprise Financial, and The Prudential Insurance Company of America. He is also a licensed insurance agent with Horter Financial Strategies, focusing on commissionable insurance and annuity sales. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers specialized programs including divorce planning and employer-sponsored planning.

Michael Roush is a CFP® with 15 years of industry experience and is currently affiliated with Ameriprise Financial Services in Columbus, OH. His prior roles include positions at The Huntington Investment Company, Bank of America, Merrill, Cetera Advisors, and Charles Schwab. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice focused on income reliability and tax-aware withdrawal strategies.

Jennifer Funk is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 18 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and previously at Chase Investment Services Corp. from 2008 to 2012. 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, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may include ESG considerations, with implementation support from affiliated investment-management entities.

Monique Brown is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at KeyBank and its associated investment services firms before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates firm-approved tools and modeling techniques, serving clients primarily in an advisory capacity.

Kelly Rinehart is a financial advisor with Equitable Advisors in Columbus, OH, holding a Series 66 designation and bringing 30 years of industry experience. Her career includes long-term roles at Lowell Mackenzie and Axa Advisors, and she is currently employed as a sales assistant for Lowell Mackenzie. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Matthew Methe is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 6 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with input from its Global Investment Committee.

Suzette Dybiec is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Raymond James & Associates since 2014. Outside of advising, she owns and manages a rental real estate property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.

Jennifer Triplett is a CFP®-certified financial advisor with 15 years of industry experience. She is currently affiliated with Ameriprise, where she has worked since 2026, following a 15-year tenure at The Huntington Investment Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which combines research-driven recommendations with a focus on dependable income and tax-aware withdrawal strategies.

William Lenzotti is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63, 65, and 66 licenses with 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities, J.P. Morgan Chase Bank, and Key Investment Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Matthew Ferrel is a financial advisor with Mass Mutual Investors Services in Columbus, OH, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2015. MML Investors Services, LLC, a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools and collaborative planning processes.

James Riepenhoff is a CFP® professional with 24 years of industry experience, currently serving at Morgan Stanley in Dublin, OH. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and The Huntington Investment Company. Outside of his advisory work, he is involved in property management through a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Andrew Sieczka is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable and JPMorgan Chase Bank, N.A. Outside of finance, he has experience working with Providence Community Pool. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence team and incorporating quantitative and qualitative research.