Julia Osborn is a financial advisor with Ameriprise in Columbus, Ohio, holding a Series 66 designation and one year of industry experience. She previously worked at JP Morgan Chase for five years and was employed at Miami University for four years. Osborn is also involved with COLAMP LLC, where she manages an advisory business. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors.

Stephen Finley is a Series 66-licensed financial advisor with Morgan Stanley in Columbus, OH, where he has worked since 2018. He has four years of industry experience, including prior roles at Dawson and Menards. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques to support tailored client strategies.

Joseph Swaro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Jennifer Otineru is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2015, also working with JPMorgan Chase Bank, N.A. since 2012. Her early work experience includes a role with Canal Winchester Athletics from 2017 to 2018. 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 approach combines quantitative and qualitative due diligence and incorporates ESG eligibility within its recommendations.

Stacy Asbury is a financial advisor at Charles Schwab with three years of industry experience. Prior to joining Charles Schwab in 2022, she worked in the hospitality sector at Hilton and Einstein Bros. Bagels. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and comprehensive research.

Brent Coakley is a Series 66-registered financial advisor with UBS Financial Services in Columbus, OH, where he has worked since 2003, bringing 27 years of industry experience. He serves clients through a combination of brokerage and investment advisory services within a large institutional platform. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Kathryn Ufferman is a financial advisor with LPL Financial in New Albany, OH, holding a ChFC® designation and Series 63 and 66 licenses. She has 22 years of industry experience, including prior roles at FSC Agency and FSC Securities Corporation. Ufferman also manages Maxwell Financial Management LLC, a business entity related to her advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through a large network of investment adviser representatives.

Jesse Langley is a financial advisor with Edward Jones in Columbus, OH, holding a Series 66 designation and eight years of industry experience. He previously worked at Merrill Lynch and MXD Group. Outside of finance, Langley teaches boxing fitness classes at Title Boxing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Ishawn Yajnik is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2019, following his work at JPMorgan Chase Bank, N.A. since 2016. 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 integrates quantitative and qualitative research with an ESG eligibility framework and utilizes broader derivatives and commodities capabilities.

Phillip Lovegrove is a CFP® with 22 years of industry experience, currently working at OSAIC since 2023. His prior experience includes roles at Fsc Securities Corp, The Huntington Investment Company, and Fifth Third Securities, spanning from 2007 to 2023. He is also president of Planner Two LLC, where he manages operational duties. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers both brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Asli Dolucan is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan in various capacities since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Kenneth Dorsch is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also has experience with Massachusetts Mutual Life Insurance Company and MetLife Securities. In addition to his advisory role, he operates as an independent insurance agent specializing in dental and group disability income, fixed annuities, life, accident, health, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring financial planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Aivaras Kaskonas is a financial advisor at Morgan Stanley with nine years of industry experience. He has held his current role since 2016 at Morgan Stanley Smith Barney LLC and holds a Series 66 designation. 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. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, incorporating Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes.

Donald Kennedy is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation. He has one year of industry experience, including prior roles at MassMutual Life Insurance Company and work in sports information at the University of Dubuque. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to deliver detailed, goal-oriented financial plans and offers specialized planning programs, including divorce and estate-settlement planning.

David Claibourne is a financial advisor at Raymond James Financial with 24 years of industry experience. He has held positions at Wunderlich Securities/B. Riley Wealth Management and Peoples Bank. Claibourne also serves as Senior Vice President and Manager at Peoples Investment Services, a support company where he oversees financial advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Katrina Walker is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked at UBS since 2007 and at Mcdonald Investments Inc. since 2005. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services that include proprietary research and specialized capital markets functions.

Courtney Moriarty is a financial advisor with Ameriprise in Columbus, OH, holding Series 65 and Series 66 licenses and bringing five years of industry experience. Prior to joining Ameriprise in 2025, she worked at Schneider Downs Wealth Management Advisors, Nationwide Investment Services Corp, Nationwide, Standard Hall, and Bob Evans. She is also involved in managing an advisory business and works as a paraplanner under supervision in a separate outside employment capacity. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team, supported by algorithmic automation and ongoing oversight.

Kenneth Reed is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2012, including roles at Raymond James Financial Services Advisors Inc. He is also a 50% owner and vice president of Logan and Reed Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored non-discretionary advice supported by analytical tools and specialized municipal advisory capabilities.

William Talbott is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His career includes roles at Russell Investments, Wells Fargo Clearing Services, Cetera Financial Group, and Pacific Oak Capital Markets. 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 and fund searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, incorporating an ESG eligibility framework and broader derivatives capabilities.

Brian Mills is a CFP® professional with over 32 years of industry experience, currently serving at Cetera since 2024. He has held roles at Cetera Advisors LLC since 2013 and operates his own financial planning firm, Mills Financial Planning, Inc., where he is president and 50% owner. Additionally, Mills works as an adjunct instructor at Franklin University and manages a personal eBay sales business. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving a diverse clientele including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliated and third-party managers.