Fiona Minich is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at The Conference Board and City Year. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Kellyn Kuyper is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2020, she worked with Live More Properties and took a hiatus as a stay-at-home mom. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Tyler Klepek is a financial advisor with LPL Financial in Columbus, Ohio, holding a Series 66 designation and 11 years of industry experience. He previously worked at Lincoln Financial Advisors for six years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kathy Warden is a Series 66-registered financial advisor at J.P. Morgan Securities with eight years of industry experience. She has worked at JPMorgan Securities since 2018 and previously held a position at CitiBank from 2014 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its investment process and offers capabilities in derivatives and commodities through affiliated entities.

Jessica Rappold is a financial advisor at J.P. Morgan Securities with six years of industry experience and holds a Series 66 designation. Her prior roles include positions at Morgan Stanley and Hamilton & Rappold. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and combines quantitative and qualitative research to develop model asset allocations.

Gregory Munster is a CFP® professional with 33 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he serves as a co-trustee for the New Albany Homeowners Association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Jared Rettig is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His previous work history includes roles at Erie Technologies, Amazon, the University of Toledo, Home Depot, and Owens Community College. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.

Derek Benseler is a financial advisor with Ameriprise in Columbus, Ohio. He holds a Series 66 designation and has over a decade of prior experience at Vaco LLC before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

William Doup is a financial advisor with LPL Financial in New Albany, OH, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at FSC Securities Corp and Ariel Corporation. Outside of advising, he is a public speaker through his own business, Russ Doup WOM LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and third-party asset management, supported by technology tools for advisors.

Christi Noren is a financial advisor at LPL Financial with 14 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2011 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers various financial planning and portfolio management options, including access to third-party asset managers and institutional platforms.

Kelly Burke is a CFP® certificant with 23 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Edward Jones from 2007 to 2009. Burke is based in Dublin, Ohio. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Devin Chambers is a ChFC® credentialed financial advisor at Raymond James Financial with eight years of industry experience. He has worked at Raymond James Financial Services, Inc. since 2016, including a period at Logan Financial Group from 2016 to 2023. Chambers is also involved with Logan + Reed Wealth Partners in a non-investment administrative role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

James Fisher is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding a Series 63 designation and 19 years of industry experience. He worked at Metlife Securities, Inc. from 2007 to 2017 before joining Mass Mutual Investors Services and MassMutual Life Insurance Company. He is also the owner of Fisher & Puckett Financial, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative annual planning engagements using analytical tools and event-driven planning services.

Caitlin Minneci is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Janney Montgomery Scott and Northwestern Mutual Investment Management. 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 searches, and customized performance reporting within a non-discretionary framework. Their approach combines quantitative and qualitative research supported by a centralized manager solutions team and includes broader derivatives and commodities capabilities.

Erin Luckhaupt is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and BB&T Securities. Luckhaupt is based in Columbus, OH and has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate agreements.

Sunny Reed is a financial advisor with Primerica Advisors in Lewis Center, OH, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica Advisors, Sunny worked at DirecTV LLC and AT&T. Outside of advisory work, Sunny is involved in sales of home security and automation products and loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients within a wrap-fee structure.

Michael Aman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has been affiliated with various J.P. Morgan entities since 2013. Outside of his advisory role, he is the owner of Aman Assets, LLC. 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 selection, and customized performance reporting. The program relies on centralized due diligence incorporating quantitative and qualitative research and offers access to a range of eligible strategies, including ESG considerations.

Justin Kuntz is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and 19 years of experience with UBS. He also works as a shift manager at a local Pizza Hut, assisting with administrative duties and working one shift per week. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Charmian Todd Boyd is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Columbus, OH. She previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Robert Piazza is a financial advisor with Raymond James Financial in Dublin, Ohio, holding Series 63 and Series 65 credentials. He has 41 years of industry experience and has been a partner at Robinson, Piazza & Jones LLC since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.