Gary Ebert is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked with J.P. Morgan Securities and J.P. Morgan Chase since 2013. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

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.

Lawrence Elovitz is a financial advisor with LPL Financial in Dublin, Ohio, holding a Series 66 license and four years of industry experience. Prior to joining LPL Financial in 2021, he worked at PNC Bank for a combined total of ten years. 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 financial planning and asset management solutions, leveraging both proprietary and third-party strategies across various investment approaches.

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 with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and seven years of industry experience. Her career includes roles at JPMorgan Chase Bank, Key Investment Services, KeyBank, The Huntington National Bank, and Fifth Third Bank. Outside of her advisory work, she is a part owner of a small wine bistro and restaurant. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Julia Osborn is a financial advisor with Ameriprise in Columbus, Ohio, holding a Series 66 designation and one year of industry experience. She previously worked at JP Morgan Chase for five years and was employed at Miami University for four years. Osborn is also involved with COLAMP LLC, where she manages an advisory business. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors.

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.

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.

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.

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.

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.

David Claibourne is a financial advisor at Raymond James Financial with 24 years of industry experience. He has held positions at Wunderlich Securities/B. Riley Wealth Management and Peoples Bank. Claibourne also serves as Senior Vice President and Manager at Peoples Investment Services, a support company where he oversees financial advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Katrina Walker is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked at UBS since 2007 and at Mcdonald Investments Inc. since 2005. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services that include proprietary research and specialized capital markets functions.

Courtney Moriarty is a financial advisor with Ameriprise in Columbus, OH, holding Series 65 and Series 66 licenses and bringing five years of industry experience. Prior to joining Ameriprise in 2025, she worked at Schneider Downs Wealth Management Advisors, Nationwide Investment Services Corp, Nationwide, Standard Hall, and Bob Evans. She is also involved in managing an advisory business and works as a paraplanner under supervision in a separate outside employment capacity. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team, supported by algorithmic automation and ongoing oversight.

Jason Ellwein is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with J.P. Morgan Securities since 2012. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Joshua Bell is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has worked at Nationwide Investment Services Corporation since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kenneth Reed is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2012, including roles at Raymond James Financial Services Advisors Inc. He is also a 50% owner and vice president of Logan and Reed Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored non-discretionary advice supported by analytical tools and specialized municipal advisory capabilities.

Charles Reymann is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019. Outside of his advisory role, he serves as an ambassador for the Charles and Salome Reymann Foundation, volunteering to support its Board of Directors and advocate for its cause. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides clients with written Recommendation Reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Brian Mills is a CFP® professional with over 32 years of industry experience, currently serving at Cetera since 2024. He has held roles at Cetera Advisors LLC since 2013 and operates his own financial planning firm, Mills Financial Planning, Inc., where he is president and 50% owner. Additionally, Mills works as an adjunct instructor at Franklin University and manages a personal eBay sales business. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving a diverse clientele including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliated and third-party managers.