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.

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, OH, holding CFP® and ChFC® designations and over 25 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Raymond James Financial Services, and he currently is involved with Haverford Investment Management. Outside of financial advising, he is employed with the Upper Arlington United Soccer Club and Hastings Middle School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Sylvia Aryee is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing six years of industry experience. Her background includes roles at FIFTH THIRD BANK, Huntington Bank, and Amway, as well as operating an Etsy business. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with due diligence and an ESG framework to inform non-discretionary recommendations.

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 at LPL Enterprise with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously 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 manages Ridgewood Ventures, a holding company for his insurance business. 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.

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, holding a Series 63 designation and 18 years of industry experience. She has been with LPL Financial since 2005. Russell serves on the board of the Ohio Living–Sarah Moore Retirement Community, a nonprofit organization in Delaware, Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions through a national network of investment adviser representatives, offering diverse advisory programs and financial planning services.

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 at J.P. Morgan Securities with 6 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2020. Outside of his advisory role, he owns a travel agency business and serves as a part-time tour guide for a food and beverage company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary Institutional Consulting Services program that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.