Hakam Abu Rizeq is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and JPMorgan Chase Bank. Outside of his advisory role, he is a partner at Woody Woody LLC, a business involved in creating and selling wood art. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s approach combines quantitative and qualitative manager due diligence to offer non-discretionary, written asset allocation advice and customized performance reporting.

Kara Schoch is a financial advisor at Raymond James Financial in Dublin, OH, holding a Series 66 designation with one year of industry experience. Her background includes roles outside the financial industry, such as working with Rogue Fitness and as a nanny. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools, and supports its clients through advisory programs and consulting services, with a notable presence in municipal and public finance.

Fred Minich is a CERTIFIED FINANCIAL PLANNER™ professional at Edward Jones with 36 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Based in Upper Arlington, OH, Minich holds Series 63 and CFP® designations. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Melissa Rush is a financial advisor with UBS Financial Services in Powell, OH, holding a Series 63 designation and 32 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocations.

Donald Ragains Jr. is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been associated with various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank, National Association, where he has worked since 2017. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved planning tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Vance Steele is a Series 66 licensed financial advisor with Edward Jones in Dublin, OH, with one year of industry experience. He previously worked at Key Investment Services and KeyBank. Outside of financial advising, he owns a residential painting business, Advance Painting & Design, which he operates on a limited basis for select projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and maintains a large network of advisors and branch offices nationwide.

Robert Zabrocki is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds a Series 66 designation and has worked with Mass Mutual Investors Services since 2017, following a 15-year tenure at MetLife Securities Inc. Outside of his advisory role, Zabrocki serves as an election poll worker. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including wrap and money-manager programs, educational seminars, and recently added standalone Divorce Planning.

Sean Mc Evoy is a financial advisor with LPL Financial in Columbus, Ohio, holding the CFP® and ChFC® designations and 25 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Raymond James Financial Services, and Fifth Third Securities. Outside of his advisory work, he is involved with the Upper Arlington United Soccer Club and Hastings Middle School in non-investment-related capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions, including financial planning and third-party asset management, supported by a large network of advisors and advanced operational tools.

Sylvia Aryee is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Amway, Etsy as a seller, Comfort Keepers, Huntington Bank, Tailored Management, and Fifth Third Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Olivia Brough is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors from 2015 to 2021. Outside of finance, she is developing a children's book intended for print-on-demand sales. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jeffrey Janosick is a financial advisor with LPL Enterprise in Columbus, OH, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America, Pruco Securities, LLC, and MassMutual. Outside of his advisory role, he is involved with MedMyWay, LLC, a health and Medicare insurance brokerage, and Ridgewood Ventures, LLC, a holding company for his insurance business. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities, offering financial planning, consulting, and access to third-party asset managers through model-driven investment strategies.

Dakota Hutzler is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, Dakota worked at Morgan Stanley, Pride Technologies, KeyBank, and Kent State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional clients.

Joshua Woodby is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Dublin, OH, and has 21 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at J.P. Morgan Securities for five years. He is also involved with 3 Wood LLC, an outside business activity he has maintained since 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Dena Russell is a financial advisor with LPL Financial in Delaware, Ohio, holding a Series 63 designation and 19 years of industry experience. She has been with LPL Financial and its predecessor firms since 2005. Russell serves as a nonprofit board member at the Ohio Living – Sarah Moore Retirement Community. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various technology tools and a broad network of over 22,800 advisors.

Franklin Simon is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses with 12 years of industry experience. He previously worked at Keener Wealth Management from 2013 to 2017 before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a wide range of advisory programs and financial planning services tailored to individuals and institutional clients.

Christopher Hoi Lapp is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2020 and is also a partner in CDN Ventures, LLC, a travel agency business. Additionally, he works part-time as a tour guide for Columbus Food Adventures, providing culinary tours focused on international cuisines. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program emphasizing written asset allocation advice, investment manager searches, and custom performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG criteria and broader derivatives capabilities.

Leif Mahler is a financial advisor with Raymond James & Associates in Dublin, OH, holding a Series 66 designation and 12 years of industry experience. He has worked at Raymond James since 2019 and previously at Wells Fargo Clearing from 2016 to 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services with an emphasis on tailored, non-discretionary advice supported by extensive research and model management options.

Erik Puffenberger is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Megan Smith is a financial advisor with Morgan Stanley, holding a Series 66 designation and 23 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides financial planning directly to clients as well as through employer partnerships.

Richard Medich is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 45 years of industry experience. He has been affiliated with Raymond James Financial and related entities since 2010. Medich is also president and owner of Medich Group Inc. and serves as secretary responsible for financial reporting at St. Stevans Orthodox Church. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.