Felix Agbebo is a Series 66-registered advisor with J.P. Morgan Securities in Columbus, OH, bringing nine years of industry experience. He has been with J.P. Morgan Securities and its affiliated entities since 2017 and previously worked at Thirty-One Gifts. 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 supported by a centralized due diligence team and includes a framework for ESG eligibility.

Isaiah Neeper is a financial advisor at J.P. Morgan Securities in Dublin, Ohio, with 10 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at TD Ameritrade, Scottrade, and the University of Toledo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Michelle Loftus is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 24 years of industry experience. Her career includes over two decades with Huntington Investment Company and ongoing tenure with Huntington National Bank since 1995. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice through a written Recommendation Report and ongoing annual reviews focused on income and tax-aware withdrawal strategies.

Michael Palcic is a financial advisor with Cetera in Dublin, Ohio, holding Series 63 and Series 66 credentials and 38 years of industry experience. He has worked at Cetera since 2019 and previously spent over 30 years with Foresters Financial. Palcic is also involved in an online sales business, Gern Flopkins Entertainment. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services delivered through a multi-manager platform with access to affiliated and third-party managers.

Matthew Schulter is a Series 66-licensed financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012 and previously at Chase Investment Services Corp. and Osaic FA, Inc. Outside of his advisory role, he is an investor in a private cabin rental business operated with family and partners. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach includes non-discretionary, written asset allocation advice supported by centralized due diligence and a manager solutions team, with implementation services offered through affiliated entities.

Thomas Wright is a CFP®-designated financial advisor with 43 years of industry experience, currently with Cambridge Investment Research Advisors in Columbus, OH. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009 and has also maintained his own RIA firm since 1999. In addition, he is a partner at Lauterbach & Eilber, Inc., where he is involved in selling and servicing life, health, disability, and long-term care insurance. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals offering multiple platform services, discretionary and non-discretionary management, and proprietary model strategies.

Edward Bacher III is a CFP® with 18 years of industry experience, currently serving at LPL Financial since 2022. He previously worked at VOYA Financial Advisors and Voya Financial Partners, accumulating a total of 10 years with those firms. Outside of his advisory role, he is involved in non-variable insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, leveraging a large network of advisors and multiple platform options.

Emma Shackleford is a financial advisor at Ameriprise with two years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at The Huntington Investment Company and Huntington National Bank. Prior to her finance career, she held roles at Amazon, Ohio University, Lakehouse Inn and Winery, and Pymatuning Valley Local Schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

Andrea Larason is a financial advisor with Ameriprise in Powell, OH, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations primarily for assets managed within Ameriprise.

Amy Balster is a financial advisor with Ameriprise in Westerville, OH, holding a Series 66 designation. She joined Ameriprise in 2025 after seven years at Keller Williams and four years at Coldwell Banker Realty. Outside of her advisory role, she serves on the Board of Directors of the Westerville Chamber of Commerce and is Treasurer of the Volley Boosters at Westerville Central High School. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research-based strategies and algorithmic tools to generate personalized, tax-efficient recommendations.

Gerald Deignan is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has worked at J.P. Morgan Securities since 2012, following a brief tenure at Morgan Stanley the same year. 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. The firm’s advisory process incorporates quantitative and qualitative due diligence and supports client decisions through a non-discretionary program.

Dennis Copeland is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation with 14 years of industry experience, all with his current firm since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and includes broader derivatives and commodities capabilities.

Brennen Duke is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at various JPMorgan entities since 2019, with prior roles at Liberty Mutual Insurance and Riley Hospital. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Timothy Webster is a Series 66-licensed financial advisor with J.P. Morgan Securities in Columbus, Ohio. He has eight years of experience with J.P. Morgan, including nine years at JPMorgan Chase prior to joining J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Christopher Sparks is a financial advisor at Edelman Financial Engines in Columbus, OH, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has worked at several firms including US Bank, Arvest Wealth Management, and Raymond James Financial. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary investment options.

Eugene Kim is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and previously worked at Merrill, Bank of America, Tesla, and Ikea. 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. The firm combines quantitative and qualitative research in its advisory process and incorporates an ESG eligibility framework in its recommendations.

Mark Wilder is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank and Thrivent Investment Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Brooke Miller is a Series 66-registered advisor with J.P. Morgan Securities in Columbus, Ohio, with six years of industry experience. She previously worked at Morgan Stanley and has experience with Opportunities for Ohioans with Disabilities and Renton Technical College. 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 approach combines systematic quantitative screening with qualitative research and includes ESG eligibility frameworks.

Jon Cleary is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 credentials with 19 years of industry experience. He has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models to support client goals.

Cynthia Stemple is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2012, with prior roles at Morgan Stanley Services Group Inc. Outside of her advisory work, Stemple serves as an ambassador for the Head & Neck Cancer Alliance and is a non-scientist member of The Ohio State University Cancer Institutional Review Board, participating in educational and community efforts related to head and neck cancer. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and analytical tools such as Monte Carlo simulations.