Tejas Sinha is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 credential. Prior to joining J.P. Morgan, Sinha was involved in professional golf through the Professional Golf Tour of India and has experience in the fitness industry with Powershack Gym. 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, supported by centralized due diligence and incorporating an ESG eligibility framework.

Kevin Duke Jr. is a Series 66 licensed financial advisor with seven years of industry experience, currently with J.P. Morgan Securities in Columbus, Ohio. His prior roles include positions at The Huntington Investment Company and Huntington National Bank. Outside of his advisory work, he is an owner and partner of Midwest Jersey Plug LLC, a sports apparel resale business. 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. Their advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Nicolas Switzer is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2022. His background includes roles in diverse industries such as healthcare, motorsports, and retail. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through tailored asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Ryan Monge is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations. His career includes roles at Morgan Stanley and JPMorgan Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Kerima Ratnayaka is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at JPMorgan Chase Bank, N.A. for three years. Prior to her career in finance, she spent a decade in academia at The University of Arizona Department of Mathematics. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through specialized wealth advisors. Their advisory process combines quantitative screening with qualitative research to deliver written asset allocation advice and customized reporting, while clients retain final decision-making authority.

Brian Titus is a financial advisor at Ameriprise with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001 and holds Series 63 and Series 66 designations. Outside his advisory role, he is involved in business ownership through GNG at Valpo LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Bryan Heideloff is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation. Prior to joining J.P. Morgan Securities, he worked at Eagle Valley Construction, Equitable, and American Medical Technology Inc, and attended the University of Notre Dame. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The advisory process incorporates quantitative and qualitative due diligence with a focus on eligible strategies.

Zachary Stevens is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade and Charles Schwab. He is currently based in Columbus, OH. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, supporting a range of investment products and maintaining regulatory registrations uncommon among large institutional peers.

Gary Merryman is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010, following prior roles at Chase Investment Services Corp. and STIFEL. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services that integrate its Global Investment Committee’s research and risk modeling.

Brian Johnson is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 licenses and 19 years of industry experience. Prior to joining J.P. Morgan Securities in 2024, he worked at UBS Financial Services and Oppenheimer & Co. Inc. Outside of his advisory role, he has been involved with Groveport United Methodist Church, where he manages sound and multimedia for services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process relies on centralized due diligence combining quantitative and qualitative research to develop model asset allocations, with a focus on non-discretionary written advice and customized reporting.

Robert Mitchell is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and economic modeling techniques.

Amy Kelly is a CFP® with 20 years of experience in the financial services industry. She currently works at LPL Enterprise and has held roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Budros, Ruhlin & Roe, Inc. Outside of her advisory work, she serves as president of the Kappa Kappa Gamma Columbus Alumnae Association. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities, utilizing model-driven investment strategies and offering access to third-party asset managers and insurance products through a large network of investment adviser representatives.

Justin Gibbs is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2014. In his current role since 2017, he partners with clients to develop efficient financial plans aimed at providing peace of mind. As a Certified Financial Planner, Justin employs a holistic approach to evaluating opportunities and risks. Justin's experience at Fidelity Investments spans several years, beginning as a Financial Consultant before advancing to his current leadership position. His professional focus includes financial planning and client partnership. Outside of his professional work, Justin has interests in music, outdoor adventures, parenthood, pets, running, and snowboarding.

Samir Bagga is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at J.P. Morgan Securities since 2012, preceded by positions at Chase Investment Services Corp. and Ameriprise. 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 integrates quantitative and qualitative research with forward-looking capital market assumptions, supported by centralized due diligence and a broad range of investment management capabilities.

Tammy Rector is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A. since 1993 and at J.P. Morgan Securities since 2012, along with a six-year tenure at Levy Restaurants. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process integrates centralized due diligence and a combination of quantitative and qualitative research to deliver tailored asset allocation advice, investment manager searches, and performance reporting.

Adam Ferne is a financial advisor with Thrivent Investment Management in Worthington, OH, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses covering a wide range of planning topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Robert Turner II is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at PNC Investments for six years before joining Wells Fargo Advisors in 2019. He is also involved in life, long-term care, and disability insurance sales and marketing through an affiliation with Crump Life Insurance. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm utilizes Wells Fargo research and planning tools to develop tailored recommendations, with planning services available through discrete engagements and optional implementation.

Patrick Mc Hale is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior work includes roles at Ameriprise Financial Services, Uber, and Diamond Hill Capital Management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management, offering a broad range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Joseph Panfil is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions.

Kelly Halla is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.