Maria Grandominico is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She holds a Series 66 designation and has previous experience at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

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.

Denise Mathias is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. 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 network of financial advisors and branch offices.

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 financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and Nationwide Investment Services. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Jarrod Brinkman is a financial advisor with LPL Enterprise in Columbus, OH, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and New England Securities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Daniel Morrison is a Series 66-licensed financial advisor at J.P. Morgan Securities in Columbus, Ohio, with nine years of industry experience. He has been with J.P. Morgan Securities since 2017, following brief roles at MML Investor Services, Mass Mutual Life Insurance Company, and Liberty National Life Insurance. 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 research supported by a centralized manager solutions team and includes broader derivatives and commodities capabilities.

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.

Matthew Glover is a financial advisor at Edward Jones in Pataskala, OH, holding a Series 66 designation. He has experience with several financial institutions, including JP Morgan Chase, PNC Financial Services, Stearns Bank, and a brief period of self-employment prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Jason Moreo is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. He holds Series 63 and Series 65 credentials and has seven years of industry experience. His prior roles include positions within J.P. Morgan Chase Bank NA and Safelite Group Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

John Doyle is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with LPL Financial since 1994. Outside of his advisory role, he is involved with National United Brokers, where he works directly with health insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party model portfolios and strategies.

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 several firms, including Professional Broker-Dealer Financial Planning, Inc. and Fortitude Advisory Group L.L.C. Outside of his advisory career, he has been involved with the Ohio High School Athletic Association and the United States Soccer Foundation for over a decade. 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 screens with qualitative research and incorporates ESG criteria, supported by affiliated entities for implementation and portfolio services.

John Mulichak is a financial advisor with Ameriprise in Columbus, OH, holding Series 65, 63, and 66 licenses and nine years of industry experience. His prior work includes roles at The Huntington Investment Company and PNC Bank, among others. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual planning focused on retirement income sources and tax-aware withdrawal strategies.

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 in Columbus, OH, holding a Series 66 designation and six years of industry experience. His prior work includes positions at Fidelity Investments and Bank of America N.A. Outside of finance, he works part-time as a nail technician at a salon. 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 advisory process features centralized due diligence combining quantitative and qualitative research to develop model asset allocations, focusing on written asset allocation advice and customized performance reporting.

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 the unpaid President of the Starview Condominium Association in Columbus, Ohio. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research, offering recommendations that may include ESG considerations and are implemented through affiliated investment-management entities.