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.

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.

Michael Cowgill is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, following a long tenure at JPMORGAN Chase Bank, N.A. He is also a co-owner of CoCo Ventures, LLC, a real estate business he operates with his spouse. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services on a non-discretionary basis.

Daniel Green is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience, including previous roles at MassMutual Life Insurance Company. Outside of financial advising, he participates in consumer research focus groups, providing feedback to companies on marketing and product development. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships and a broad range of investment strategies.

Chase Hoobler is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 designation and bringing 10 years of industry experience. His work history includes multiple terms at Morgan Stanley and J.P. Morgan Securities LLC, as well as founding Buy His Design LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methods such as Monte Carlo simulations.

Martin Mc Guigan is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Bear, Stearns & Co. Inc., and J.P.Morgan Securities Inc., where he worked for a combined 13 years before joining Morgan Stanley in 2021. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Meig An York is a financial advisor at Ameriprise with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise since 2009. Outside of her advisory role, she works as a front desk receptionist at a Pilates studio in Pickerington, Ohio. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies through a centralized service team.

Ryan Isler is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has worked at J.P. Morgan Chase and its affiliates since 2012. He holds the Series 66 designation and is based in Columbus, Ohio. 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. As a subsidiary of J.P. Morgan, the firm combines advisory services with brokerage, distribution, and investment management capabilities.

Alanah Rodriguez is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds the Series 66 designation and has worked previously at Ameriprise and Mutual Shareholder Services. 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 large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Brandon Haney is a financial advisor with Wells Fargo Clearing in Dublin, OH, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at J.P. Morgan Securities for 11 years before joining Wells Fargo Clearing in 2023. 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 advisory solutions. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Trevor Downing is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020, with prior experience at Axa Advisors and Anthony Insana. Outside of his advisory role, he serves on a church council board of directors. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through affiliated entities.

Racey Morris is a financial advisor with LPL Financial, holding the ChFC® designation and securities licenses Series 63 and Series 66. He has 27 years of industry experience and previously worked at Eagle Strategies, New York Life Insurance Company, and NYLife Securities LLC. Morris also operates RMG Financial Group, LLC, through which he conducts his LPL business and acts as an agent selling annuities, life, disability, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services with both discretionary and non-discretionary management, supported by in-house and third-party research and technologies such as machine learning.

Joy Young is a financial advisor with Primerica Advisors, holding eight years of industry experience. She has been affiliated with PFS Investments Inc. since 2017 and Primerica Financial Services since 1993. Outside of advisory services, she is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure.

Andrea Cardwell is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Wells Fargo Clearing Services LLC and The Huntington Investment Company. Outside of her advisory role, she is an independent contractor for Mary Kay, involved in direct sales of cosmetic and skin care products. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Rachel Williams is a financial advisor with Primerica Advisors in Dublin, OH, holding a Series 63 designation and 12 years of industry experience. She has been with Primerica Advisors since 2013 and has additional experience with Primerica Financial Services and Riverview Health Institute. Outside of investment advising, she is involved in the sale of home security, automation products, and loan products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.