Andrew Cramer is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 16 years of industry experience, including roles at Metlife Securities and MassMutual Life Insurance Co. In addition to his advisory work, he operates as an independent insurance agent specializing in life, accident, health, and Medicare-related products. 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, with planning engagements structured as annual, collaborative relationships that utilize firm-approved software and tools.

Frederick Bryan is a financial advisor with Ameriprise in Lewis Center, Ohio, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, providing detailed recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling techniques with algorithmic tools to deliver tailored retirement income advice, primarily for clients maintaining assets in Ameriprise-managed accounts.

Brian Edwards is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is the managing partner of BJE Investments LLC and the managing member of WHEM LLC, a non-investment-related holding company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Alex Shields is a Series 66 licensed financial advisor with four years of industry experience. He is currently with J.P. Morgan Securities in Columbus, Ohio, having previously worked at firms including Wells Fargo Advisors and Nationwide Investment Services Corporation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jarrod Brinkman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at LPL Enterprise since 2024 and previously spent over a decade with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to LPL’s Model Wealth Portfolios, with a platform that integrates advisory programs alongside brokerage and insurance products.

Daniel Morrison is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and eight years of industry experience. He has been with J.P. Morgan Securities since 2017, following prior roles at MML Investor Services, Mass Mutual Life Insurance Company, Liberty National Life Insurance, and Leidos. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

William Mc David is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held positions at Kinsale Golf and Fitness Club and the Golf Club of Dublin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Joseph Vinciguerra is a financial advisor at Morgan Stanley with 36 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, following an 11-year tenure at Bank of America and over three decades at Merrill. Outside of his advisory role, he is the sole proprietor of an agricultural property management business in Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and proprietary planning tools.

Jason Moreo is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 credentials and seven years of industry experience. He has been with J.P. Morgan Securities since 2019 and previously worked at JP Morgan Chase Bank NA. Prior to entering the financial industry, he spent six years with Safelite Group Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily 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.

Gregory Brooks is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to that, he was with Professional Broker-Dealer Financial Planning, Inc. from 2016 to 2020. Brooks has also been involved with the Ohio High School Athletic Association and the United States Soccer Foundation for over a decade. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Ryan Belcher is a Series 66-licensed financial advisor at Morgan Stanley with eight years of industry experience. He previously worked at JPMorgan Securities, LLC, and JPMorgan Chase & Co. before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Jeffrey Logan is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding a Series 63 designation and 38 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he serves as a color analyst for college and high school football broadcasts and holds board positions with several nonprofit organizations, including the Skylight Foundation, the Columbus Chapter of the National Football Foundation and College Hall of Fame, and the Logan Family Foundation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers collaborative financial planning through detailed client analysis and firm-approved tools, offering recommendations without investment discretion, and supports various specialized planning programs.

Cuong Le Huynh is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His background includes roles at Bank of America, Fidelity Investments, and JPMorgan Chase Bank. Outside of finance, he works part-time as a nail technician at French Nails salon. J.P. Morgan Securities 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 recommendations.

Mark Aldridge is a financial advisor with Raymond James Financial in Dublin, Ohio, holding CFP®, CFA®, ChFC®, and Series 63 designations and 41 years of industry experience. He has been with Raymond James since 2005 and also owns Aldridge Financial Consultants, LLC. Additionally, he is the proprietor of Ridgebourne DGA LLC, which is involved in land rental activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and various organizations. The firm employs tailored, non-discretionary planning and risk profiling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

William Garner is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 17 years of industry experience. He has worked at Ameriprise since 2016, currently based in Westerville, Ohio. Outside of his advisory role, he serves as Committee Chair for a local Cub Scouts pack. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendations and annual planning advice focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Jessica Sease is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan since 2015. Outside of her advisory role, she serves as President of the Starview Condominium Association in Columbus, Ohio, a position she has held since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis through a select group of Wealth Advisors.

Melissa Snyder is a financial advisor at Morgan Stanley in Columbus, Ohio, holding a Series 66 designation with eight years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs using structured discovery processes and advanced modeling tools.

James Johnson is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in several business ventures, including serving as president and owner of JaDaley LLC and JaBeaux. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Jeremy Hoepf is a financial advisor at Equitable Advisors in Columbus, OH, with 19 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2006, including its predecessor Axa Advisors, LLC. Outside of his advisory role, he is involved in the sale of group short-term disability insurance through an outside carrier. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored financial solutions.

Andrew Simms is a financial advisor with LPL Financial in Worthington, OH, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has eight years of industry experience, including roles at Nationwide Investment Services Corp and Cadaret, Grant & Co., Inc. Outside of his advisory work, he is involved with AccelWell and CentricHC, non-investment related businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various financial planning and advisory programs, utilizing model portfolios and research from internal and third-party sources, and provides both discretionary and non-discretionary management options.