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.

Donald Lambert is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with J.P. Morgan Securities since 2013, including its predecessor entity, and focuses on institutional consulting services. J.P. Morgan Securities provides advisory services to institutional clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a large team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management functions.

Reno Tusing is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining J.P. Morgan in 2019, he worked at Ameriprise Financial Services and has a background that includes work at FireBirds Wood Fired Grill and Wright State University. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services focused on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Sarah Ahmad is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Wells Fargo, and the U.S. Department of the Treasury. She is also involved with Prima Impero LLC, an outside business activity. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jason Daron is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. His prior roles include positions at Morgan Stanley and Nationwide Securities LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering 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 meeting net-worth thresholds, covering areas such as retirement, education, risk, and wealth-transfer planning.

Andrew Hayek is a CFP® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. He previously worked for J.P. Morgan Securities for 11 years. Outside of his advisory role, he is co-owner and managing partner of Hayek Squared, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Hakam Abu Rizeq is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Axelon Services. Outside of his advisory role, he is the owner of Woody Woody LLC, a business focused on creating and selling wood art. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and offers access to a broad range of investment products through its affiliation with J.P. Morgan’s broader broker-dealer and banking organization.

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.