Irene Bryant is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for twelve years. Outside of her advisory role, she owns ICCUSTOMS, LLC, a custom crystal business. 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 combines quantitative and qualitative research to build model portfolios and incorporates ESG frameworks, with implementation support from affiliated investment-management entities.

Major Belli is a financial advisor at Robert W. Baird and Co. with one year of industry experience. He holds a Series 66 designation and has worked previously at SS&C Technologies, Flock AI Solutions, Deloitte, and Amazon. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, internal research including AI tools, and features municipal advisory services and various strategic partnerships.

Steven Knight is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2015, also working within JPMorgan Chase Bank since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a team of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with client decision-making authority maintained throughout.

Kelsey Foster is a financial advisor at Morgan Stanley in Columbus, OH, with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and Sinclair Community College. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery and analytical tools to develop client plans.

Brigitte Kirchhofer is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley since 2016. Outside of her advisory role, she is a partner at Kirchhofer Industries LLC, a company involved in the automotive and transportation sector. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and supports a range of investment and financial services through its broad capabilities.

Jingnan He is a financial advisor with J.P. Morgan Securities in Dublin, OH, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining J.P. Morgan, He worked at Meyers Sweet Home LLC and Cam International Market, among other roles. 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 within a non-discretionary advisory program.

Verlin Williams III is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding Series 65 and Series 63 licenses with three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., Westpoint Financial Group, and Bob Caldwell Cjdr. 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 through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria within its investment strategy.

Gwendolyn Nichols is a PFS™ credentialed advisor with Cetera, based in Westerville, Ohio, and has three years of industry experience. She also serves as president of Nichols & Company, CPAs Inc., providing tax, accounting, and consulting services. Nichols holds board positions with The Vida S. Clements Foundation, Ourday Preschool, and The Lakeside Association, all nonprofit organizations focused on education, community, and cultural enrichment. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, ranging from automated allocations to bespoke strategies, overseeing more than $256 billion in assets.

Gary Bowen is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Cetera and its affiliates since 2017 and also operates Baltimore Tax & Accounting Center, LLC, where he provides tax returns, bookkeeping, and QuickBooks consultations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Benjamin Osborne is a Series 66-licensed financial advisor with Ameriprise in Worthington, Ohio, and has 20 years of industry experience. He has worked with Ameriprise and its affiliates since 2006. 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 Recommendation Reports and annual advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Jo Hall is an Investment Consultant with experience in financial planning and client relationship management. She has worked in various roles at Fidelity Investments, including Planning Consultant (2025-2026), Relationship Manager (2024-2025), and Financial Representative (2023-2024). Prior to joining Fidelity, Jo held positions as a Business Relationship Manager at Bank of America (2021-2022) and Branch Manager at The Huntington National Bank (2016-2021). As a working mother to twin girls, Jo understands the importance of balancing life's priorities and is committed to supporting her clients through informed financial planning. She values building meaningful relationships and assisting clients in pursuing their financial goals. Outside of her professional role, Jo enjoys biking, attending concerts, exploring food, gardening, singing, and engaging in activities related to parenthood.

Steven Bauers is a Series 66-licensed financial advisor with five years of industry experience, currently with LPL Financial in Columbus, Ohio. His prior roles include positions at Raymond James Financial Services and State Capital LLC. He is also involved with Bauers Financial Group, an investment-related entity associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and a variety of technology tools.

Whitney Logan is a financial advisor at Raymond James Financial with 41 years of industry experience. She has been with Raymond James Financial Services since 1999 and Raymond James Financial since 2009. Logan is president and 50% owner of Logan and Reed Wealth Partners, a company that provides expense-sharing and co-branding services for advisors. She also serves on the advisory board and finance committee of the Logan Family Foundation, which raises funds through a charity golf outing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Lukas Rakowsky is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Modern Woodmen of America and North Steppe Realty. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Chase Fowler is a CFP® professional with three years of industry experience, currently serving at Wells Fargo Advisors. He previously worked at Sound Capital Management LLC for six years and Ameriprise Financial Services Inc. for one year. He also owns and operates CCF Wealth Management LLC. Wells Fargo Advisors Financial Network is a large 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 planning and sports and entertainment planning, using proprietary research and planning tools.

Brianna Thomas is a financial advisor at Primerica Advisors with 12 years of industry experience. She holds a Series 63 designation and has been with Primerica since 2014. Outside of her advisory work, she is involved in a remodeling business in Grove City, Ohio. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies and discretionary options supported by third-party asset managers and custodians.

Jamie Vanderwarker is a financial advisor at Morgan Stanley with 18 years of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley in 2022, Jamie worked at Old National Bank, LPL Financial, and First Midwest Financial Network. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Kimberly Cristofoli is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and operated Cristofoli & Company LLC. In addition to her advisory work, she writes freelance sports-parenting articles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor client plans.

Eugene Zappitelli III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 1998. Outside of his advisory work, he serves as the elected Fiscal Officer for Plain Township, Ohio, a role he has held since 2010. 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 management solutions, including access to third-party asset managers and institutional platforms.

Theodore Wharton is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2021. Prior to this, he held positions at Marcs and Ohio University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.