Owen Faulkner is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Northwestern Mutual Investment Services LLC and JPMorgan Chase Bank, N.A. 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 and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

William Thompson is a Series 66-registered financial advisor with Morgan Stanley, based in Columbus, OH, and has 12 years of industry experience. He has been with Morgan Stanley since 1994, with a continuous tenure at the firm up to the present. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range 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 provides services through Financial Advisors and its Estate Planning Strategies Group.

Angelica Wolfe is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 66 and Series 63 licenses and seven years of industry experience. She has worked primarily with J.P. Morgan entities since 2016 and has additional experience at PFS Investments Inc and Primerica Financial Services. Outside of finance, Wolfe is involved in the restaurant industry as a server, bartender, and cook at Azteca Mexican Grill, and also works as an independent contractor selling hair and skin beauty products. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Catherine Callard is a financial advisor at Robert Baird & Co. with 17 years of industry experience. She holds a Series 66 credential and has worked previously at JJB Hilliard WL Lyons LLC and Fifth Third Securities. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, providing financial planning, portfolio management, and brokerage services supported by internal research and manager oversight.

Charles Sprunger is a financial advisor with Edward Jones in Westerville, OH, holding Series 63 and Series 65 licenses and has 31 years of industry experience. He previously worked at J.P. Morgan Securities, Chase Investment Services Corp., Fifth Third Securities, and Banc One Securities Corporation. Outside of his advisory role, he works seasonally as a part-time ski instructor at Mad River Ski Resort. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, managed solutions, and affiliated investment products.

Philip Hawthorne is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds the Series 66 designation and has prior work experience at Arrive Logistics and Miami University. Robert Baird & Co. is an institution serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of financial planning and portfolio management services including separately managed accounts and utilizes both internal research and external partnerships in its advisory approach.

Jeffrey Ritter is a financial advisor with Thrivent Investment Management in Reynoldsburg, Ohio. He holds Series 63 and Series 66 credentials and has 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory work, Ritter serves as President Emeritus of Bike Buckeye Lake, a local organization focused on developing bike and walking paths around Buckeye Lake, Ohio. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning covering topics such as retirement, tax, estate, and special needs planning, with an option to combine planning and managed accounts under a consolidated billing program called WealthPlan.

Jean Di Cioccio Wing is a financial advisor at Ameriprise with 20 years of industry experience. She holds the Series 66 designation and previously worked at The Huntington Investment Company for 16 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Drew Wennes is a financial advisor with Ameriprise in New Albany, OH, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he serves as an assistant varsity boys’ basketball coach for New Albany City Schools. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Donald Robinson is a financial advisor with Morgan Stanley in Columbus, OH, holding the Series 63 designation and 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, Robinson is involved in a private horse breeding and racing business. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its advisory services.

Kevin Xie is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes positions at J.P. Morgan Securities and Worth Capital, along with earlier roles at Grubhub, Doordash, and The Ohio State University. He is also involved with Jade Dragon, a separate business activity active since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Da'vonn Cliver is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 credential with six years of industry experience. He previously worked at Tailored Management and Sequoia Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment models as part of its advisory offerings.

Mark Lieser is a financial advisor with Robert Baird & Co. in Columbus - Grandview Heights, OH. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior work history includes roles at JJB Hilliard W.L. Lyons LLC, Fifth Third Securities, Merrill, and Advest, Inc. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research, model-traded strategies, and a distinctive approach that includes municipal advisory services and strategic partnerships.

Isaac O'rielley is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 license with two years of industry experience. Prior to joining Morgan Stanley in 2023, he managed Collectibles N' Stuff LLC, a retail and online store he owns and operates. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, combining tailored financial planning with various investment and estate planning strategies.

Angel Lin is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses with two years of industry experience. Before joining the firm, Angel worked in the restaurant industry as a part-time food server. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Timothy Chiu is a financial advisor with Primerica Advisors in Columbus, OH, holding Series 65 and Series 63 licenses and having one year of industry experience. He has worked with Primerica Financial Services since 2011. Outside of advisory work, he owns and operates a Liberty Tax franchise in Columbus. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

German Cabrera is a financial advisor with LPL Financial in Worthington, OH, holding a Series 66 designation and 12 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc., Securities America Advisors, and Invest Financial Corp. Outside of his advisory work, he is involved with OPOC.us, a retirement services business he has operated since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a wide range of financial planning and investment management services through a large network of advisors and utilizes both proprietary and third-party strategies with a variety of advisory platforms.

Amy Wilson is a financial advisor at UBS Financial Services with 31 years of industry experience. She has previously worked at Wells Fargo Clearing Services, Merrill, and Prudential Equity Group. Outside of her advisory role, she is a notary public in Columbus, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including fee-based financial planning, portfolio management, and capital markets solutions.

Daniel Needs is a financial advisor with Primerica Advisors in Worthington, Ohio, holding 15 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2010 and has been self-employed since 2008. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party managers and provides advisory services through a large network of financial advisors.

Jordan Williams is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining J.P. Morgan Securities, he held various roles including positions at J.P. Morgan Chase and Lowes. Outside of his advisory work, he has been a food delivery contractor for DoorDash since 2018. 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 an ESG eligibility framework.