William Aurand is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. He has been with J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Kevin Molinaro is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 19 years of industry experience. His career includes multiple tenures at Morgan Stanley, as well as positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and The Huntington Investment Company. Outside of his advisory work, he serves as Treasurer and board member for the Willow Brook Crossing Homeowners Association. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes and a broad range of investment programs across retail and institutional segments.

Kyle Mawhorr is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 66 designation and has worked at Merrill, UBS Financial Services, and LPL Financial since 2012. Outside of his advisory role, he owns JLK Companies, LLC, which provides commercial and residential lawn services and operates an agriculture-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, retirement advice, and institutional platforms, combining a broad advisory framework with various non-advisory financial services.

Deserae Lukowski is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with 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 with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through direct relationships and corporate financial planning agreements.

Jonathan Groleau is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2013, including work with Thrivent Financial for Lutherans since 2014. He is involved in identifying commercial space to house his office. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive planning across various topics without including implementation. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Jason Gernstetter is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63, Series 65, and Series 66 credentials and bringing 26 years of industry experience. His career includes roles at J.P. Morgan Securities since 2012, JPMorgan Chase Bank, N.A. since 2010, and prior positions with Chase Investment Services Corp. and J.P. Morgan Asset Management. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm's advisory process integrates centralized due diligence and combines quantitative and qualitative research, with an emphasis on Eligible Strategies and ESG considerations.

Christa Mcgrew is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 designation and has worked within various branches of Raymond James since 2016. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Denise Fountain is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses with four years of industry experience. Her work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as a retail position with Scentsy. Outside of financial services, she is involved in retail sales for scented wax candles and warmers. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager selection, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Christina Thornton is a financial advisor at Ameriprise with 18 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at The Huntington Investment Company and Nationwide Financial. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and asset allocation recommendations.

Branden Joe is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials with five years of industry experience. Before joining J.P. Morgan, he worked at Alliance Bernstein and held various roles in medical and health companies. He serves as a board member of the Upper Arlington Education Foundation, a nonprofit supporting student initiatives outside the school district's budget. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, with centralized due diligence and a regulatory framework that includes derivatives and commodities capabilities.

Christopher Wilkin is a CFP® with 14 years of industry experience, currently serving at OSAIC since 2023. He previously worked at FSC Securities Corporation for 11 years and is the Director of Financial Planning at Vorisek Financial Corporation, a role he has held for 15 years. Wilkin also serves as a board member for Help I Need Transportation, a nonprofit providing vehicles and car repairs to individuals in the Central Ohio area. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with various portfolio management programs and is notable for its scale, affiliate network, and private-equity ownership.

Kristen Mc Kelvy is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds a Series 66 designation and has worked at Merrill, Chase Investment Services Corp., and Wamu Investments, Inc. prior to joining J.P. Morgan Securities in 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process integrates quantitative and qualitative due diligence and incorporates forward-looking capital market assumptions to support institutional clients' investment decisions.

Larry Behum is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 registrations. He has 15 years of industry experience and previously worked at firms including Natcity Investments, Merrill, and A.G. Edwards & Sons. Outside of finance, he is owner and partner of Labmark Exteriors, LLC, a residential exterior construction 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, supporting clients with non-discretionary guidance and access to a broad range of investment strategies.

Darrin Wirhouski is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at notable firms including Morgan Stanley and Merrill. He is based in Columbus, Ohio. 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 centralized due diligence and incorporates an ESG eligibility framework.

Christopher Gill is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012. Outside of his advisory work, he is also a musician who plays guitar and sings at clubs and events. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and offers account implementation via multiple platforms and custodians.

Eric Bean is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 66 and Series 63 credentials and has worked with firms including PNC Investments and Donatos. He is based in Columbus, Ohio. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments. Their advisory program offers non-discretionary asset allocation advice supported by centralized due diligence, combining quantitative and qualitative research with a framework that may incorporate ESG considerations.

Anthony Miller II is a financial advisor with Cambridge Investment Research Advisors in Columbus, OH. He holds Series 63 and Series 66 licenses and has 15 years of industry experience, including a decade at Morgan Stanley before joining Cambridge in 2020. Outside of advisory work, he is involved with Miller Financial Services as an independent insurance agent and serves as Vice President of Miller Financial Private Wealth Management. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets across multiple platforms, offers both discretionary and non-discretionary management, and maintains proprietary model strategies under the Founders Gate Capital brand.

Larry Queen is a financial advisor with Cambridge Investment Research Advisors in Columbus, OH, holding a Series 63 designation and 48 years of industry experience. He has been with Cambridge Investment Research Advisors and affiliated entities since 2011 and previously worked at Woodbury Financial Services, Inc., Equitable Advisors, and Mony Securities Corporation. Outside of advisory work, he is involved in property management and partially owns multiple financial services firms. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and provides a range of management approaches and proprietary model strategies.

Travis Cremeans is a financial advisor with Ameriprise in Plain City, Ohio, holding a Series 63 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns a private LLC used for tax purposes and business expenses. Ameriprise offers a retirement-income planning service primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

David Kallenberg is a financial advisor with Raymond James & Associates in Westerville, OH, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by firm research and multiple portfolio management styles.