David Baker is a financial advisor at Edward Jones with 31 years of industry experience. He holds a Series 63 designation and has been with Edward D. Jones & Co., L.P. since 1994. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm oversees approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Nicole Edwards is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 models to support its financial planning process.

Sathaporn Nguapha is a financial advisor with LPL Financial who holds a Series 65 designation and has nine years of industry experience. Prior to joining LPL Financial in 2023, he worked at Transamerica Financial Advisors and World Financial Group from 2016 to 2023. He is also involved in tax preparation and accounting through his business Jeremiah Nguapha LLC and manages accounting functions for the nonprofit Asia's Hope. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios and research to support diversified investment strategies.

Kyle Radeloff is a financial advisor with Ameriprise based in Dublin, Ohio. He holds 19 years of industry experience, having worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Outside of his advisory role, he is involved with TRLT Ventures LLC. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering personalized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jason Demopoulos is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Bank of America. Outside of his financial career, he has been involved with the Central Ohio Baseball Umpires Association and the Ohio High School Athletic Association. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Tamanna Chowdhury is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. She has been with JPMorgan Chase and its affiliates since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary advisory program supported by a centralized due-diligence framework.

Patrick Mccormick is a financial advisor at Fisher Investments with 19 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2018. Prior to that, he was employed at TIAA-CREF from 2014 to 2018. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management and uses a centralized investment process that combines quantitative and qualitative research to manage diversified portfolios with risk management and tax-aware strategies.

Richard Pierce is a Series 63-licensed financial advisor with Ameriprise in Dublin, Ohio, and has 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns two LLCs related to managing personal business expenses and office leasing. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Teresa Russell is a financial advisor at LPL Financial with 19 years of industry experience and holds a Series 66 designation. She has been with LPL Financial since 2014. Outside of her advisory role, she provides tax preparation, tax planning, and bookkeeping services through Greyson Tax & Consulting and is a sales representative for JuicePlus foods. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by research and multiple portfolio management options.

Justin Burkhart is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan entities since 2015, currently based in Columbus, OH. J.P. Morgan Securities 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.

Aaron Phillips is a financial advisor with LPL Enterprise in Columbus, OH. He holds the Series 66 designation and has one year of industry experience. Outside of his advisory role, Phillips is involved with the Somali Education and Resource Center and is the owner and author of Aaron's Artisan Articles. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio access, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.

Michael Mc Ginnis is a financial advisor at Edward Jones in Gahanna, OH, with eight years of industry experience. He holds the Series 66 designation and previously worked at American Municipal Power. He has been with Edward Jones since 2017. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Covelli is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 23 years of industry experience. His career includes multiple roles within the J.P. Morgan organization since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Raquel Quinn is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also serving Jpmorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services through a non-discretionary program supported by in-house due diligence and an ESG eligibility process.

Stephen Berardi is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise since 2009. Outside of his advisory role, he is associated with Balanced Family Academy, a daycare business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides tailored retirement planning and income strategies using proprietary research and algorithmic tools.

Christopher Bradley is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 26 years of industry experience, including roles at LPL Financial, Ivy Funds Distributor, Inc., and Waddell & Reed, Inc. He is currently based in New Albany, OH. Mass Mutual Investors Services operates as 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 emphasizes collaborative, annual financial planning engagements using firm-approved tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

William Calvert is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 1995, he has developed his role beyond investment management to include comprehensive financial planning focused on retirement vision, education planning, business succession, and other aspects of clients' financial lives. In 2012, he co-founded The Calvert Anderson Group to assist clients facing challenging transitions, with particular expertise in divorce financial planning. William holds several professional designations, including Certified Divorce Financial Analyst (CDFA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), and Certified Exit Planning Advisor (CEPA). He earned a Bachelor of Science degree in Finance from The Ohio State University. His advisory approach is goals-based, prioritizing clients' personal objectives and life passions, and includes diversified investment strategies and corporate cash management solutions. Active in his community, William serves with groups such as the Kiwanis Club, United Way's Tocqueville Committee, the Buckeye Club, City Year Columbus, and the Columbus Chamber of Commerce. He participates in Kiwanis service projects and resides in Worthington with his wife and four grown children.

Jonathan Young is a Financial Advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Young serves on the investment committee of the Columbus Jewish Foundation and acts as a trustee for multiple trusts. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and analytical tools but generally does not provide individual security recommendations as part of standalone plans.

Ellen Morris is a financial advisor with Primerica Advisors in Columbus, OH, holding a Series 63 designation and over 20 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2005 and has been self-employed since 2003. In addition to her advisory work, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Danielle Nichols is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and having 2 years of industry experience. She previously worked for First Federal Savings and Loan Association of Newark for 12 years before joining Morgan Stanley. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-sponsored agreements.