Ayesha Rinehart is a financial advisor at J.P. Morgan Securities in Columbus, OH, with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, KeyBank, The Huntington National Bank, and Fifth Third Bank. Outside of her advisory role, she is part owner of a small wine bistro/restaurant. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized reporting. Their advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

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.

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.

Stephen Finley is a Series 66-licensed financial advisor with Morgan Stanley in Columbus, OH, where he has worked since 2018. He has four years of industry experience, including prior roles at Dawson and Menards. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques to support tailored client strategies.

Jennifer Otineru is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2015, also working with JPMorgan Chase Bank, N.A. since 2012. Her early work experience includes a role with Canal Winchester Athletics from 2017 to 2018. 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, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative due diligence and incorporates ESG eligibility within its recommendations.

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.

Kathryn Ufferman is a financial advisor with LPL Financial in New Albany, OH, holding a ChFC® designation and Series 63 and 66 licenses. She has 22 years of industry experience, including prior roles at FSC Agency and FSC Securities Corporation. Ufferman also manages Maxwell Financial Management LLC, a business entity related to her advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through a large network of investment adviser representatives.

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.

Deborah Lance is a financial advisor at Merrill in Columbus, OH, holding Series 63 and Series 66 licenses with 26 years of industry experience. She has been with Merrill since 2001. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Phillip Lovegrove is a CFP® with 22 years of industry experience, currently working at OSAIC since 2023. His prior experience includes roles at Fsc Securities Corp, The Huntington Investment Company, and Fifth Third Securities, spanning from 2007 to 2023. He is also president of Planner Two LLC, where he manages operational duties. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers both brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Asli Dolucan is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan in various capacities since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Aivaras Kaskonas is a financial advisor at Morgan Stanley with nine years of industry experience. He has held his current role since 2016 at Morgan Stanley Smith Barney LLC and holds a Series 66 designation. 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. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, incorporating Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes.

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.

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.

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 at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, following prior roles at Chase Investment Services Corp. and Wamu Investments, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program integrates centralized due diligence with both quantitative and qualitative research and utilizes an ESG eligibility framework in its recommendations.

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.