Stephen Walsh is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services LLC and Wells Fargo Funds Distributor, LLC. Walsh is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services including deposit and credit products. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering 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 brokerage, distribution, and investment management capabilities.

Linda Smith is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and having four years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Prior to her current role, her work background includes positions at several automotive dealerships. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Lawrence Elovitz is a Series 66-licensed financial advisor at LPL Financial with four years of industry experience. He previously worked at PNC Bank from 2011 to 2021 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven investment strategies.

Yidnekachew Hailu is a Series 66 licensed advisor with 15 years of industry experience, currently serving at J.P. Morgan Securities LLC since 2020. His prior roles include positions at Foreside Financial Services, Diamond Hill Capital Management, JPMorgan Chase Bank, and Raymond James & Associates. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Ayesha Rinehart is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 66 and Series 63 designations and has previously worked at Key Investment Services, The Huntington National Bank, and Fifth Third Bank. Outside of her advisory role, she is a part owner of a small wine bistro/restaurant. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ian Chambers is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with three years of industry experience. He has been with Morgan Stanley since 2018 and previously worked at Collabera. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery and firm-approved tools without providing individual security recommendations as part of standalone plans.

Stephen Finley is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley since 2018, following roles at Dawson and Menards. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, incorporating market return estimates and simulations to model outcomes.

Joseph Swaro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Timothy Bullock is a CFP® professional with 33 years of experience at Edward Jones, where he has worked since 1992. He is based in Westerville, OH. Outside of his advisory role, he operates a personal training business and serves on the board of Uptown Westerville Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Brent Coakley is a Series 66-registered financial advisor with UBS Financial Services in Columbus, OH, where he has worked since 2003, bringing 27 years of industry experience. He serves clients through a combination of brokerage and investment advisory services within a large institutional platform. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including fee-based 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 client strategies.

Kathryn Ufferman is a financial advisor with LPL Financial in New Albany, OH, holding the ChFC® designation and Series 63 and 66 registrations. She has 22 years of industry experience, including 14 years with FSC Agency and FSC Securities Corporation, Inc., and has been with LPL Financial since 2019. Ufferman also operates Maxwell Financial Management LLC, an affiliated investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research.

Jesse Langley is a financial advisor with Edward Jones in Columbus, OH, holding a Series 66 designation and eight years of industry experience. He previously worked at Merrill Lynch and MXD Group. Outside of finance, Langley teaches boxing fitness classes at Title Boxing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Timothy Nemecek is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2015. Outside of his advisory role, he is the founder of Ravenoch Studios, LLC, a music production business involved in recording and licensing music. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Ishawn Yajnik is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with J.P. Morgan Securities since 2019 and has also worked at JPMorgan Chase Bank, N.A. since 2016. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Phillip Lovegrove is a CFP® professional with 22 years of industry experience, currently serving at OSAIC since 2023. He previously worked at Fsc Securities Corp from 2016 to 2023. In addition to his advisory role, he is president of Planner Two LLC, which manages operational duties such as payroll and office leasing. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a network of affiliated advisers. The firm offers a range of investment advisory services and utilizes various tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Asli Dolucan is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. She has worked within various divisions of J.P. Morgan since 2007, including JP Morgan Chase Bank N.A. and 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brandy Shingary-Morris is an Investment Consultant at Fidelity Investments, a position she has held since 2024. She has extensive experience within the financial industry, including prior roles as a Planning Consultant at Fidelity Investments from 2022 to 2024, and as a Senior Client Service Associate at Stifel Financial Corp from 2016 to 2022. Her career also includes experience at Manning & Napier Advisors, Yarger Wealth Strategies-Raymond James Financial Services, Northwestern Mutual, and Great West-GWFS Equities. Brandy is a Certified Financial Planner® professional and a Chartered Financial Consultant®, with over 20 years of experience covering various financial planning topics. She works with a diverse client base, including traditional, blended, and LGBTQI families, as well as single individuals. She emphasizes client education to ensure they understand their financial plans and feel confident about their futures. Outside of her professional work, Brandy has interests in art, concerts, food, kayaking, museums, and theater.

Kenneth Dorsch is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also has experience with Massachusetts Mutual Life Insurance Company and MetLife Securities. In addition to his advisory role, he operates as an independent insurance agent specializing in dental and group disability income, fixed annuities, life, accident, health, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring financial planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Aivaras Kaskonas is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016. 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 supported by structured discovery processes and firm-approved tools.

Donald Kennedy is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation. He has one year of industry experience, including prior roles at MassMutual Life Insurance Company and work in sports information at the University of Dubuque. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to deliver detailed, goal-oriented financial plans and offers specialized planning programs, including divorce and estate-settlement planning.