Eric Bean is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 66 and Series 63 credentials and has worked with firms including PNC Investments and Donatos. He is based in Columbus, Ohio. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments. Their advisory program offers non-discretionary asset allocation advice supported by centralized due diligence, combining quantitative and qualitative research with a framework that may incorporate ESG considerations.

Anthony Miller II is a financial advisor with Cambridge Investment Research Advisors in Columbus, OH. He holds Series 63 and Series 66 licenses and has 15 years of industry experience, including a decade at Morgan Stanley before joining Cambridge in 2020. Outside of advisory work, he is involved with Miller Financial Services as an independent insurance agent and serves as Vice President of Miller Financial Private Wealth Management. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets across multiple platforms, offers both discretionary and non-discretionary management, and maintains proprietary model strategies under the Founders Gate Capital brand.

Brent Yekisa is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at Ameriprise Financial Services LLC since 2025 and previously spent 15 years with Edward Jones. He is based in Dublin, Ohio. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Larry Queen is a financial advisor with Cambridge Investment Research Advisors in Columbus, OH, holding a Series 63 designation and 48 years of industry experience. He has been with Cambridge Investment Research Advisors and affiliated entities since 2011 and previously worked at Woodbury Financial Services, Inc., Equitable Advisors, and Mony Securities Corporation. Outside of advisory work, he is involved in property management and partially owns multiple financial services firms. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and provides a range of management approaches and proprietary model strategies.

John Zang is a financial advisor with Ameriprise Financial Services and holds Series 63, 65, and 66 registrations. He has 32 years of industry experience, including six years at Edward Jones prior to joining Ameriprise. Outside of his advisory role, he works as a substitute bus driver for Upper Arlington Schools. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a collaborative, non-discretionary approach.

Travis Cremeans is a financial advisor with Ameriprise in Plain City, Ohio, holding a Series 63 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns a private LLC used for tax purposes and business expenses. Ameriprise offers a retirement-income planning service primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kanisha Mills is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, with four years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved in a janitorial services business operating in the Dublin, Ohio area. 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 integrates quantitative and qualitative research and may incorporate an ESG eligibility framework.

Travis Lamb is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. He has been associated with JPMorgan Chase Bank, N.A. since 2009 and is also involved with 5 Lil Lambs, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Alec Levine is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Randstad and William O Cleverly & Associates, as well as entrepreneurial experience with AED Enterprises and Dewey's Pizza. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes broader derivatives and commodities capabilities.

Chris Bardos is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 designations and has 39 years of industry experience. He has worked at Wells Fargo Advisors Financial Network LLC since 2009 and has been involved with Ascend Advisory Group, LLC since 2001. Bardos is also a majority owner of Bardos Gibson & Reilly LLC and Bardos Financial LLC, entities related to his financial practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet net-worth thresholds and integrates advisory services with various financial product offerings and referral channels.

Gregory Zunkiewicz is a Series 66 licensed financial advisor with 14 years of industry experience, currently with Morgan Stanley in Dublin, Ohio. He previously worked at Edward Jones for 11 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is employed by The Ohio State University and serves on the finance committee of the advisory board for Short North Stage, an arts and culture organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes standardized planning tools and analysis as part of its financial planning process.

Kofi Atta is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 licenses with seven years of industry experience. His work history includes multiple roles at Morgan Stanley and JPMorgan Securities LLC, as well as JP Morgan Chase Bank N.A. He has been with Morgan Stanley since 2022. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide array of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by tools such as Monte Carlo simulations to model financial outcomes.

Nicole Bainbridge is a financial advisor at Raymond James Financial with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Raymond James in 2026, she was affiliated with Cetera and CE Williams Financial Group. She has also spent ten years at Post Holdings. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, employing analytical tools and tailored planning to support client goals.

Cherie Walker is a financial advisor with Primerica Advisors in Dublin, OH, holding 10 years of industry experience. She has worked at multiple firms including PFS Investments Inc. and Primerica Financial Services since 2012. Outside of her advisory role, she is involved in sales of non-investment related home security and automation products through affiliates of her firm. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

William Johnson is a financial advisor with Ameriprise who holds a Series 66 designation and has 12 years of industry experience. He previously worked at Edward Jones for seven years before joining Ameriprise in 2020. Outside of his advisory role, Johnson is involved in tutoring students at various educational levels and operates a consulting business through Apex Consultants LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ethan Kelly is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. His prior work includes positions at UBS Financial Services Inc. and Heartland Bank, as well as roles outside finance such as at Urban Meyer’s Pint House and Leo’s Ristorante. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by comprehensive research and multiple portfolio management styles.

Reginald Lumpkins II is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 designations and three years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. for seven years prior to joining J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research and includes ESG considerations within its investment recommendations.

Nathaniel Maldonado is a financial advisor at Fisher Investments with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to manage diversified portfolios and offers a range of services including sub-advisory and retirement plan management.

Mary Day is a financial advisor with Morgan Stanley in Dublin, Ohio, holding a Series 66 designation and 22 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Jonathan Parsons Jr. is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. He has also worked in various capacities related to The Ohio State University and other organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.