Jonathan Brofford is a financial advisor at Morgan Stanley in Columbus, Ohio, holding Series 63, 65, and 66 designations with 14 years of industry experience. He was self-employed from 2012 to 2024 before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to support its advisory services.

Luke Recker is a financial advisor with LPL Enterprise in Columbus, OH, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC, and he has involvement with Benton Ridge Telephone Company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products through its integrated advisory and brokerage platform.

James Atkinson is a CFP®-credentialed financial advisor with Raymond James Financial in New Albany, OH, bringing 29 years of industry experience. He has been associated with Raymond James Financial Services Advisors, Inc. since 2011 and owns Columbus Capital, an independent channel for Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Julie Workman is a financial advisor with LPL Financial in Westerville, OH, holding a Series 66 designation and four years at LPL following six years at Edward Jones Investments. She has a combined 11 years of experience in the financial industry and previously worked in home health services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and advanced management technologies.

Adoo Chia Kur is a Financial Advisor with Merrill Lynch Wealth Management. In this role, Adoo develops strategies to help clients pursue their short-, mid-, and long-term financial goals. He provides guidance on investing, retirement planning, and saving for unexpected expenses, and facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Adoo holds the Professional Investment Advisor (PIA) designation. He earned a Bachelor's Degree from The Ohio State University and a Master of Business Administration (MBA) from Ashland University. Outside of his professional responsibilities, Adoo enjoys cooking, football, interior decorating, music, pickleball, soccer, spending time with his family, watching movies, and practicing yoga.

Susan Koski is a CFP® with 18 years of industry experience, currently affiliated with Thrivent Investment Management since 2021. Her prior experience includes roles at Raymond James Financial Services and Wells Fargo Advisors. Outside of her advisory work, she serves as Secretary for the Depp Elementary PTO Board, where she helps coordinate communications and activities for the school community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering detailed, goal-based financial plans without discretionary account management. The firm integrates planning with managed-account programs under a consolidated billing option but maintains separate planning and investment services.

Stanley Weiland is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Eaton Vance. He is also involved in health insurance sales outside of his advisory work. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a broad range of brokerage and insurance products.

David Irish is a financial advisor at Stifel based in Dublin, Ohio, with 35 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves on the finance committee at Our Lady of Lourdes Catholic Church, volunteers with Saint Vincent De Paul focusing on assisting the elderly, and is an usher at Ohio State University home football games. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Aaron Cohen is a financial advisor with LPL Financial based in Columbus, OH, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. His prior roles include positions at HSBC Securities, KeyBank, Citizens Bank, and Mutual of Omaha. Outside of his advisory work, he is involved in a non-investment related business, Buffalo Advertising. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Aaron Murphy is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2014 and at J.P. Morgan Chase Bank NA since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Phillip Alexander is a Series 66-licensed financial advisor with 15 years of industry experience, currently affiliated with Wells Fargo Advisors in Dublin, Ohio. His prior roles include positions at Wells Fargo Clearing Services LLC and J.P. Morgan Securities. Alexander is also involved in managing investment-related businesses, including ownership interests in TRI-OAK Financial, LLC and Phil Alexander, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, utilizing Wells Fargo research and planning tools to deliver tailored recommendations. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning.

Michelle Kuhtenia is a financial advisor at Cetera with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Avantax Advisory Services and Bodine Perry LLC prior to joining Cetera. Kuhtenia is also involved in community service as a board member and treasurer of Destination Delaware County Ohio and serves on the board of the United Pentecostal Foundation, a public charity. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Ellie Malone is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Columbus, Ohio. She has five years of industry experience, including prior roles at Morgan Stanley and involvement with several entrepreneurial ventures such as Solterra Wellness Club and Second Shift Labs LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ronald Joan II is a Series 66-registered financial advisor with Mass Mutual Investors Services, where he has worked since 2025. He has three years of industry experience, including prior roles at Jared Jewellers and American Senior Benefits. Outside the financial industry, he works as a delivery service agent for DoorDash. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers customized financial planning engagements supported by advanced analytical tools.

Mae Bruns is a Planning Consultant at Fidelity Investments, where she partners with clients to develop strategic and well-structured financial plans. She works with individuals and families to help them make informed decisions by designing tailored strategies that align resources with their long-term goals. Mae holds the CERTIFIED FINANCIAL PLANNER® professional designation and is a licensed financial advisor. Prior to her current role, Mae worked as an Associate at Iterhic Wealth Advisors from 2024 to 2026, and as an Analyst at J.P. Morgan Securities LLC from 2023 to 2024. Her experience spans across wealth advisory and securities analysis, contributing to her expertise in financial planning and strategy. Outside of her professional work, Mae enjoys attending concerts, maintaining fitness, exploring culinary experiences, and volunteering.

Zhongqi Zhang is a Series 66 licensed financial advisor with six years of industry experience. He is currently with J.P. Morgan Securities in Columbus, OH, having previously worked at firms including Morgan Stanley and E*TRADE Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to offer non-discretionary advice focused on approved funds and strategies.

Michael Kerr is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following roles in the restaurant and financial services sectors. Outside of advising, he is involved in managing a real estate business through Frostbridge, LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through affiliated companies.

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 at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and JP Morgan Chase Bank NA. Oliver is based in Columbus, OH. J.P. Morgan Securities 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.

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.