Luke Dawson is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked in educational and community settings, including Ohio State University and local schools. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and provides services through a variety of financial planning and investment approaches.

Andrew Sinko is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 designations and eight years of industry experience. He previously worked at PNC Investments from 2017 to 2022 and has been with J.P. Morgan Securities since 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research with a focus on Eligible Strategies and incorporates ESG considerations.

Lance Lowery is a financial advisor with Cambridge Investment Research Advisors in Dublin, Ohio, holding a Series 63 designation and having 26 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2009, with prior experience at Raymond James Financial and Raymond James Financial Services. Outside of his advisory role, Lowery is involved in coaching in the sport, fitness, and gaming sectors. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.

Kenneth Morris Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has previously worked at LPL Financial for 14 years and also owns Side Enterprises, LLC, a manufacturing company that sells water hoses directly to consumers. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options including discretionary and non-discretionary services, financial planning, and access to third-party money managers.

Richard Mills is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Cambridge Investment Research Advisors and as a self-employed advisor. Outside of his advisory role, Mills is involved in insurance and tax-related business activities through Bishoff Financial Group, where he handles insurance product pricing, applications, and policy administration. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based asset allocation strategies. The firm is notable for its scale, complex affiliate network, and diverse program offerings across brokerage, advisory, and alternative investment platforms.

Christian Rether is a financial advisor with Charles Schwab in Columbus, Ohio, holding Series 63, 65, and 66 licenses and with 16 years of industry experience. His prior roles include positions at Horter Investment Management, The Pension Group, Symmetry Financial Group, JP Morgan Securities, Ameriprise Financial Services, Edward Jones, and Mass Mutual Investors Services. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and emphasizes multi-asset model portfolios alongside a formal alternative investment program.

Traci Born is a financial advisor with Raymond James Financial, holding a Series 66 designation and 30 years of industry experience. She has worked with Raymond James Financial Services Advisors, Inc. since 2012 and previously with Delaware County Bank. In addition to her advisory role, she is the owner of Born Investment Group LLC, a support company based in Columbus, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning and consulting, utilizing risk profiling and modeling tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Jason Hull is a financial advisor with Raymond James & Associates in Dublin, OH, holding the CFP® and ChFC® designations and bringing 31 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Raymond James in 2026. Outside of his advisory role, he serves on the marketing and development committee of Stratford Ecological Center, contributes to kidney cancer awareness and research through KC Cure, participates in the Worthington Estate Planning Council with ongoing continuing education presentations, and sits on the board of the Fremont Area Foundation, which supports college scholarships. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research resources.

Samuel Buford is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 designation with 11 years of experience at the firm since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jasmina Daniels is a financial advisor at Merrill with 18 years of industry experience, including eight years as a licensed advisor. She holds a Series 66 designation and is based in Columbus, Ohio. 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 investment strategies for a range of individual and institutional clients.

Jennifer Jenkins is a financial advisor with LPL Financial in Columbus, Ohio, holding a Series 66 designation and nine years of industry experience. She previously worked at Lincoln Financial Advisors Corporation from 2015 to 2021. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, third‑party asset management, and institutional platforms.

Anthony Lolli is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including BMO Nesbitt Burns Securities LTD, BMO Harris Financial Advisors, and JPMorgan Chase Bank. He is based in Columbus, OH. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG criteria in its recommendations.

Stephen Mc Graw is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked with various divisions of JPMorgan since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Tori Gable is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She has previously worked at LPL Financial, LLC for 11 years and has been involved with William E. Gable, DDS since 2014. Outside of her advisory role, Gable serves as a notary public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using Wells Fargo research and tools to develop tailored client recommendations.

Kathryn Kahn is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Prior to this, she spent 30 years with N.A. Property, Inc. Kathryn serves on the Investment Committee of The Columbus Jewish Foundation, a nonprofit focused on children, youth, and religious causes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients. The firm emphasizes tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Samuel Messerly is a Series 66-licensed financial advisor with six years of industry experience. He is currently with J.P. Morgan Securities, having joined the firm in 2025. Prior to this, he held roles at Equitable Advisors, Merrill, and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes both quantitative and qualitative due diligence and incorporates a broad range of investment strategies, including ESG considerations.

Heather Witten is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1998 and brings a planning-based approach to working with individuals, families, and corporate clients, including serving a growing number of corporate defined contribution plans. Her client focus areas include divorce transition planning, education planning, family wealth management strategies, retirement income, and tax minimization. Heather holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a Bachelor's degree in Religion from Wittenberg University and an MBA from Capital University. In addition to her professional practice, Heather is involved in community organizations such as Advent Lutheran Church, Komen Columbus, Nationwide Children's Hospital, and youth sports programs. She resides in Upper Arlington with her husband and two children.

Andrew Fugazzi is a financial advisor with Ameriprise in Westerville, OH, holding a Series 63 designation and 44 years of industry experience. He has been with Ameriprise and its affiliated entities since 1981. Outside of his advisory role, he co-owns TRLT Ventures, LLC, which manages his Ameriprise business. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kathryn Schultz is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has been affiliated with Merrill Lynch since 2007. Schultz also serves as the administrator of The Schultz Family Donor Advised Fund. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Wendy Brinker is a CFP® professional with 32 years of industry experience, currently serving at Charles Schwab in Dublin, OH. She has been with Charles Schwab and its affiliated bank since 1997 and 2005, respectively. Outside of her advisory work, she serves as a trustee and bookkeeper for Curtain Players Theatre in Galena, OH. Charles Schwab & Co., Inc. provides wealth management services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment due diligence.