Mark Huber is a financial advisor with Edward Jones in Worthington, Ohio, holding a Series 63 credential and 34 years of industry experience. He has been with Edward Jones since 1991. Outside of financial services, he is a part owner of a Standardbred trotter horse involved in selecting stakes races. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its large network of financial advisors and branch offices, as well as its affiliated capabilities such as a trust company and proprietary mutual funds.

Howard O'Malley IV is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has previously worked at The Huntington Investment Company, Natcity Investments, Chase Investment Services, Banc One Securities, and Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Cynthia Davis is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Raymond James in 2023, she worked at Merrill for 21 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Kelly Dewey is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 license with 12 years of industry experience. Dewey has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Cody Congemi is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Outside of finance, he has work history including roles at Lariccia's Italian Market and the Canfield Baseball Club. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to support clients in developing financial plans.

Tejas Sinha is a financial advisor at J.P. Morgan Securities with one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, LPL Enterprise, Prudential Insurance, and participation in the Professional Golf Tour of India. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decisions.

Kevin Duke Jr. is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016 and previously worked at Huntington National Bank and The Huntington Investment Company. Outside of finance, he is an owner and partner of Midwest Jersey Plug LLC, a sports apparel resale business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Nicolas Switzer is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022, and has prior experience in various roles across several companies including Uber and Amazon. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Ryan Monge is a financial advisor with J.P. Morgan Securities LLC in Columbus, Ohio, holding Series 63 and Series 66 licenses and with 10 years of industry experience. His prior roles include positions at Morgan Stanley and JPMorgan Securities LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kerima Ratnayaka is a financial advisor at J.P. Morgan Securities with three years of industry experience. Prior to joining J.P. Morgan, she worked for four years at The University of Arizona Department of Mathematics. 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 to offer customized investment solutions.

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 Series 66-registered advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, he held roles at Eagle Valley Construction, Equitable, American Medical Technology Inc, and the University of Notre Dame. 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 recommendations.

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 at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously 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 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.

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 19 years of industry experience, currently affiliated with LPL Enterprise. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC, as well as managing her own firm, Kelly Financial LLC, since 2019. She serves as president of the Kappa Kappa Gamma Columbus Alumnae Association, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios from LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and affiliated insurance products.

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 in Columbus, OH, holding a Series 66 designation and 21 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and 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. She has worked at J.P. Morgan Securities since 2012 and has been employed with JPMorgan Chase Bank, N.A. since 1993. Outside of finance, she has experience in the restaurant industry with Levy Restaurants. 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. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.