Alexandria Sperry is a financial advisor at Stifel with a Series 66 designation and experience beginning in 2024. Prior to joining Stifel, she worked in education roles including positions at Dublin Scioto High School and Miamisburg High School, and she has managed a small business, AREK Enterprises, which operates a food service wagon. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies and probabilistic modeling developed by its Investment Strategy Group.

Oliver Gray is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Morgan Stanley and Stanford Trailers. 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 through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Alexander Nicholson is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and four years of industry experience. His prior work includes roles at North Valley Bank and Crystal Springs, as well as time at The Ohio State University and North Canton Hoover High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning and a wide range of advisory programs supported by structured tools and investment modeling.

Johnathan Frankel is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan since 2012. Outside of his advisory role, he is a partial owner and silent partner in DMD Gyms, LLC (operating as Gold's Gym), and a partial owner of Dyno Climb, LLC, a family-owned rock climbing and fitness gym. 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process uses centralized due diligence with quantitative and qualitative research, including an ESG eligibility framework, and incorporates broader derivatives and commodities capabilities.

Ryan Thomas is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors, Morgan Stanley Smith Barney, Abercrombie, and JPMorgan Chase. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach features model-based asset allocation, portfolio optimization, and access to discretionary and third-party managed strategies across various account types.

Joshua Schenker is a financial advisor at Equitable Advisors with 27 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2011, following prior roles at Axa Advisors and Valic Financial Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, offering a range of programs that utilize both proprietary and third-party investment solutions.

Marcus Williams is a CFP® with 13 years of industry experience and is currently an advisor at Fisher Investments. He previously worked at JPMorgan Investment Management Inc. and J.P. Morgan Institutional Investments Inc. outside of his advisory role, he is involved in managing rental properties. Fisher Investments serves a global client base including institutional and high-net-worth clients, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios with tax-aware strategies.

Zachary Decker is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Tanksy Toyota and Ebay. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting.

Kristen Ullman is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Morgan Stanley since 2011, with a brief tenure at UBS Financial Services from 2013 to 2016. She is based in Columbus, OH. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Jacob Lin is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and nine years of industry experience. He has worked at J.P. Morgan Securities since 2017, with additional experience at PNC and Compass Group. Outside of his advisory role, Lin is involved in managing a music studio and serves as a Food Safety Manager at a bubble tea and egg waffle franchise in Columbus, Ohio. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

James Stout is a financial advisor at Equitable Advisors in Columbus, OH, holding Series 63 and Series 65 licenses with one year of industry experience. His background includes roles in engineering and performance products, as well as service in the Ohio Army National Guard since 2009. Equitable Advisors provides financial planning and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients through a network of Investment Adviser Representatives. The firm’s approach involves assessing client risk tolerance and utilizing a range of advisory models, including third-party and firm-offered programs, with a focus on mutual funds, ETFs, separately managed accounts, and select alternative investments.

Kevin Kull is a CFA® charterholder and holds the Series 66 license, with four years of experience in financial advising. He is currently with Wells Fargo Advisors and previously worked at Summit Financial, Keebeck Wealth Management, 2020 Capital Advisors, Wealthstone Advisors, and Huntington National Bank. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, including specialized areas like business-owner transition planning and special-needs analysis, using Wells Fargo research and tools to develop tailored client recommendations.

Edwin Taylor is a financial advisor with Primerica Advisors in Worthington, OH, holding 16 years of industry experience. His work history includes roles at Express Scripts since 2013, PFS Investments Inc. since 2010, and Primerica Financial Services since 2009. He is involved in sales of investment-related products and also receives non-investment compensation related to home loan products and home security referrals. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers model-based investment strategies managed by third parties, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

John Begley is a Series 66 licensed financial advisor with 28 years of industry experience. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, Equitable Advisors, Ameriprise, and Edward Jones. Begley is also involved in non-variable insurance activities associated with Prudential. LPL Enterprise, LLC offers investment advisory and brokerage services to a wide range of clients, including individual investors, high-net-worth individuals, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and a variety of insurance and trust services through affiliated entities.

Jeffery Howey is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior experience includes roles at Nationwide Investment Services Corp, Morgan Stanley Private Bank, Neuberger Berman BD LLC, and Manning & Napier Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.

Donald Lambert is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at J.P. Morgan Securities since 2013, following prior roles at Merrill and Banc One Securities Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Reno Tusing is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2019. Prior to that, he was with Ameriprise Financial Services and has experience outside finance, including a role at FireBirds Wood Fired Grill. 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 process combines quantitative and qualitative research, integrating ESG considerations and broader derivatives and commodities capabilities.

Sarah Ahmad is a Series 66-licensed advisor with J.P. Morgan Securities in Columbus, OH, with approximately one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank, the U.S. Department of the Treasury, and Wells Fargo. She is also involved with Prima Impero LLC, an outside business activity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate an ESG eligibility framework.

Jason Daron is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. His prior roles include positions at Morgan Stanley and Nationwide Securities LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting net-worth thresholds, covering areas such as retirement, education, risk, and wealth-transfer planning.

Andrew Hayek is a financial advisor with LPL Financial based in Westerville, Ohio. He holds the CFP® designation and the Series 66 license, with 25 years of industry experience. Prior to joining LPL Financial, he worked at J.P. Morgan Securities, Chase Investment Services Corp., Banc One Securities Corporation, and Morgan Stanley DW Inc. He is also co-owner and managing partner of Hayek Squared, LLC. 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 financial planning and investment solutions through a large network of advisors, utilizing both proprietary and third-party strategies.