John Biteman is a financial advisor with LPL Financial in Worthington, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Securities America Advisors, Sterne Agee Investment Advisor Services, and Wrp Investments. He is also involved with Financial Concepts, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a wide range of discretionary and non-discretionary investment strategies.

Kimberly Amaya is a financial advisor with Primerica Advisors in Dublin, OH, holding a Series 63 designation and bringing nine years of industry experience. She has worked at Primerica Advisors since 2016 and has been affiliated with Primevision Financial Group since 2018. Outside of advisory services, she is involved in sales of investment-related and home security products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies supported by third-party asset managers and custodial services. The firm operates at scale with a large network of advisors and offices, focusing primarily on individual investors rather than institutional clients.

Brenda Millhouse Huebner is a Certified Financial Planner® with 14 years of industry experience. She is currently a Wealth Advisor at J.P. Morgan Securities in Columbus, Ohio, where she has been working since 2021. Prior to joining J.P. Morgan, she held roles at Prudential Insurance Company of America and Pruco Securities. Outside of her financial advisory work, she is also an artist specializing in watercolor paintings. 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. Their process integrates quantitative and qualitative research and may incorporate ESG criteria, with implementation supported by affiliated investment-management entities.

Riley Whitfield is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 designations and five years of industry experience. Prior to joining J.P. Morgan in 2021, he worked at Knotty Pine Brewing Company and was involved with the Columbus Special Improvement District. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a selective Wealth Advisor program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate an ESG eligibility framework.

Adam Roslovic is a CFP® with 17 years of experience in the financial industry. He has been with Edelman Financial Engines and its predecessor firms since 2016, including Financial Engines Advisors L.L.C. since 2018. Outside of advising, he serves as an executor of a family estate and has worked as a health and life insurance agent. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools to offer a range of discretionary and non-discretionary investment solutions.

William Collis is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors and Ambassador Wealth Management, as well as experience working with the United States Senate and Roetzel & Andress LLP. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations, with an emphasis on client decision-making and incorporating ESG eligibility frameworks where applicable.

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.

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.

William Mc David is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held positions at Kinsale Golf and Fitness Club and the Golf Club of Dublin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

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.

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.