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.

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 Securities 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 corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates institutional advisory with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Ryan Thomas is a financial advisor at Osaic with three 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 Wealth, Inc. serves a diverse clientele, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services and utilizes various tools and third-party platforms to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Joshua Schenker is a financial advisor with Equitable Advisors in Worthington, Ohio, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels, and emphasizes individualized financial plans based on client goals, risk tolerance, and time horizon.

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 with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and previously held positions at Tanksy Toyota and Ebay. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach integrates quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in selecting investment strategies.

Kristen Ullman is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 credentials with 21 years of industry experience. She has been with Morgan Stanley since 2016. 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 that utilizes structured discovery conversations and advanced modeling tools.

Jacob Lin is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, he is involved in non-investment businesses including a music studio and a bubble tea franchise. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

James Stout is a financial advisor at Equitable Advisors in Columbus, OH. He holds Series 63 and Series 65 licenses and has professional experience including roles at HMF Engineering and TMG Performance Products, as well as service in the Ohio Army National Guard since 2009. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed third-party managers, offering both discretionary and non-discretionary investment solutions.

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 15 years of industry experience. He has worked at Primerica Financial Services since 2009 and has concurrent roles at PFS Investments Inc and Express Scripts. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm emphasizes a wrap-fee structure and curates third-party asset managers with oversight over model selection and implementation.

John Begley is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. His professional background includes insurance-related activities affiliated with Prudential. 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, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.

Jeffery Howey is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses with 28 years of industry experience. His prior roles include positions at Nationwide Investment Services Corp and various divisions of Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and a structured discovery process.