Nick Compton is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Esporta Fitness in 2022. J.P. Morgan Securities LLC 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 when recommending strategies.

Matthew Penrod is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019 and previously spent 12 years with UBS Financial Services. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodology. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

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.

Bradley Kimpton is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He has been with J.P. Morgan Securities since 2016 and previously worked at Morgan Stanley for one year. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides institutional consulting services to clients such as 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 brokerage and investment management capabilities.

Brian Owen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior experience includes roles at Charles Schwab and Charles Schwab Bank spanning from 1989 to 2017. J.P. Morgan Securities provides institutional consulting services to clients such as 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 brokerage, distribution, and investment management capabilities.

Kathy Warden is a Series 66 licensed financial advisor with seven years of industry experience. She has worked at J.P. Morgan Securities since 2018 and previously held positions at CitiBank. 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 affiliated brokerage, distribution, and investment management capabilities.

Kirsten Benedict is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2022. Prior to her current role, she gained experience in engineering and higher education settings. 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 incorporating an ESG eligibility framework in its recommendations.

Hernando Martinez is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and 14 years of industry experience. Prior to joining J.P. Morgan Securities in 2012, he worked at Clinical Trials of Texas, Inc. from 2020 to 2022. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis with a centralized due-diligence framework.

Jessica Rappold is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Hamilton & Rappold. 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.

Mark Nicholls is a financial advisor at J.P. Morgan Securities with 35 years of industry experience. He has held positions at Banc One Securities Corporation from 2002 to 2012 before joining J.P. Morgan Securities, where he has worked since. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a centralized due-diligence framework and an in-house manager solutions team.

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.

Scott Dye is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at Waddell & Reed, Cavanal Hill Investment Management, and BOK Financial Securities. Outside of his advisory work, he is the head youth football coach at Columbus Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions, supported by a large network of advisors and advanced operational tools.

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.

Jeffrey Daniels is a Senior Vice President and Wealth Management Advisor with The Barcza Group at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, managing new wealth, and retirement income. Jeffrey works closely with clients to design and manage investment portfolios, conducting thorough due diligence on money managers and mutual funds, while providing strategies for retirement and estate planning. Jeffrey holds a bachelor's degree in finance from The Ohio State University and is a CERTIFIED FINANCIAL PLANNER® (CFP) as well as a Personal Investment Advisor (PIA). A lifelong resident of Ohio, he began his career with Merrill Lynch in 1994. Outside of work, Jeffrey is actively involved in his community, serving as head coach at St. Michael's Church since 1997 and as a member of Rotary since 2008. He enjoys cooking, golfing, traveling, and spending time with his family.

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.

Caitlin Minneci is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and two years of industry experience. Her career includes roles at firms such as Janney Montgomery Scott, Northwestern Mutual Investment Management, and Apollon Wealth Management. J.P. Morgan Securities LLC 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 strategies.