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.

Heidi Johnson is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank, NA since 2000. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Shane Schlemitz is a financial advisor at Stifel located in Dublin, OH, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work history includes roles at SLS Capital Partners and Robert W. Baird, as well as experience at Ernst & Young LLP and The MITRE Corporation. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Roger Rachul is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC®) with 39 years of industry experience. He has been with Thrivent Financial for Lutherans and its affiliate, Thrivent Investment Management, since 2002. He is based in New Albany, Ohio. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm’s approach integrates comprehensive written recommendations on various planning topics and offers an option to combine planning with managed accounts under a consolidated billing system called WealthPlan.

Erin King is a financial advisor at J.P. Morgan Securities LLC with 12 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2012 to 2020 before joining J.P. Morgan in 2020. Based in Columbus, OH, she serves institutional clients as part of a large team at J.P. Morgan Securities. J.P. Morgan Securities LLC 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 institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Myranda Shipley is a Series 66 licensed financial advisor at Morgan Stanley in Columbus, Ohio, with 11 years of industry experience. She has been with Morgan Stanley since 2011. Outside of her advisory role, she operates a small business selling eggs raised on her farm. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and modeling techniques to support client goals.

Michael Cress is a financial advisor at Merrill with 44 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Merrill since 1982, also serving Bank of America since 2010. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Farnham is a financial advisor with LPL Financial based in Dublin, OH, holding a Series 63 designation and 24 years of industry experience. He has been with LPL Financial since 2009. Farnham is involved with Farnham Wealth Management in an investment-related capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by research and model portfolios.

John Williamson is a financial advisor at Osaic Wealth, Inc. in Columbus, OH, holding Series 63 and Series 66 credentials with 27 years of industry experience. He worked at Lincoln Financial Advisors for 19 years prior to joining Osaic in 2025. In addition to advising, he owns a tax preparation and audit consulting business and acts as an insurance agent for life insurance and fixed annuity products. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services supported by advanced portfolio construction tools and multiple third-party platforms.