Kimberly Amaya is a financial advisor with Primerica Advisors in Dublin, OH, holding a Series 63 designation and bringing nine years of industry experience. She has worked at Primerica Advisors since 2016 and has been affiliated with Primevision Financial Group since 2018. Outside of advisory services, she is involved in sales of investment-related and home security products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies supported by third-party asset managers and custodial services. The firm operates at scale with a large network of advisors and offices, focusing primarily on individual investors rather than institutional clients.

Brenda Millhouse Huebner is a CFP® certificant with 14 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Columbus, Ohio. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for eight years. Outside of her advisory role, she is an artist who sells watercolor paintings through her business, Art by BKM. 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 applying an ESG eligibility framework in its investment recommendations.

Riley Whitfield is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining J.P. Morgan in 2021, Whitfield worked at Knotty Pine Brewing Company and was involved with the Columbus Special Improvement District. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm offers non-discretionary advice through its Institutional Consulting Services program, incorporating an ESG eligibility framework in its recommendations.

Adam Roslovic is a CFP® with 17 years of experience in the financial industry. He has been with Edelman Financial Engines and its predecessor firms since 2016, including Financial Engines Advisors L.L.C. since 2018. Outside of advising, he serves as an executor of a family estate and has worked as a health and life insurance agent. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools to offer a range of discretionary and non-discretionary investment solutions.

William Collis is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at firms including Equitable Advisors, Ambassador Wealth Management, and Hamilton Capital. His background also includes roles at the United States Senate and legal experience with Roetzel & Andress LLP. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Maria Grandominico is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She holds a Series 66 designation and has previous experience at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Andrew Cramer is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 16 years of industry experience, including roles at Metlife Securities and MassMutual Life Insurance Co. In addition to his advisory work, he operates as an independent insurance agent specializing in life, accident, health, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships that utilize firm-approved software and tools.

Frederick Bryan is a financial advisor with Ameriprise in Lewis Center, Ohio, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, providing detailed recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling techniques with algorithmic tools to deliver tailored retirement income advice, primarily for clients maintaining assets in Ameriprise-managed accounts.

Brian Edwards is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is the managing partner of BJE Investments LLC and the managing member of WHEM LLC, a non-investment-related holding company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. 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.

Alex Shields is a Series 66 licensed financial advisor with four years of industry experience. He is currently with J.P. Morgan Securities in Columbus, Ohio, having previously worked at firms including Wells Fargo Advisors and Nationwide Investment Services Corporation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jarrod Brinkman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at LPL Enterprise since 2024 and previously spent over a decade with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to LPL’s Model Wealth Portfolios, with a platform that integrates advisory programs alongside brokerage and insurance products.

Daniel Morrison is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and eight years of industry experience. He has been with J.P. Morgan Securities since 2017, following prior roles at MML Investor Services, Mass Mutual Life Insurance Company, Liberty National Life Insurance, and Leidos. J.P. Morgan Securities LLC 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 brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

William Mc David is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held positions at Kinsale Golf and Fitness Club and the Golf Club of Dublin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Joseph Vinciguerra is a financial advisor at Morgan Stanley with 36 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, following an 11-year tenure at Bank of America and over three decades at Merrill. Outside of his advisory role, he is the sole proprietor of an agricultural property management business in Ohio. 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 supported by structured discovery and proprietary planning tools.

Jason Moreo is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 credentials and seven years of industry experience. He has been with J.P. Morgan Securities since 2019 and previously worked at JP Morgan Chase Bank NA. Prior to entering the financial industry, he spent six years with Safelite Group Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

John Doyle is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 41 years of industry experience. He has been with LPL Financial since 1994. Outside of his advisory role, he is involved with National United Brokers, focusing on health insurance in collaboration with carriers and agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Gregory Brooks is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to that, he was with Professional Broker-Dealer Financial Planning, Inc. from 2016 to 2020. Brooks has also been involved with the Ohio High School Athletic Association and the United States Soccer Foundation for over a decade. 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 an ESG eligibility framework in its investment recommendations.

Ryan Belcher is a Series 66-licensed financial advisor at Morgan Stanley with eight years of industry experience. He previously worked at JPMorgan Securities, LLC, and JPMorgan Chase & Co. before joining Morgan Stanley in 2022. 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 a structured planning process using firm-approved tools and modeling techniques.

Jeffrey Logan is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding a Series 63 designation and 38 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he serves as a color analyst for college and high school football broadcasts and holds board positions with several nonprofit organizations, including the Skylight Foundation, the Columbus Chapter of the National Football Foundation and College Hall of Fame, and the Logan Family Foundation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers collaborative financial planning through detailed client analysis and firm-approved tools, offering recommendations without investment discretion, and supports various specialized planning programs.

Cuong Le Huynh is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His background includes roles at Bank of America, Fidelity Investments, and JPMorgan Chase Bank. Outside of finance, he works part-time as a nail technician at French Nails salon. 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.