Samuel Muller is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and possessing 10 years of industry experience. His career includes roles at Morgan Stanley, The Prudential Insurance Company of America, and multiple positions within J.P. Morgan entities. Outside of finance, he is involved with Pack Tactic Games, a venture he joined in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Drew Mussman is a Series 66-licensed financial advisor with J.P. Morgan Securities in Columbus, OH, with one year of industry experience. Prior to joining J.P. Morgan Securities, he held positions at Prudential Insurance Company of America and LPL Enterprise LLC. Outside of finance, he has been involved in the restaurant industry with experience at multiple pizzerias. J.P. Morgan Securities provides investment advisory and consulting services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Amy Rash is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 65 and Series 66 credentials and previously worked at Morgan Stanley and J.P. Morgan Securities. Additionally, she serves as a FINRA arbitrator for ad hoc cases involving disputes between investors and brokerage firms. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, offering services on a non-discretionary basis while clients retain final decision-making authority.

Patrick Mihm is a financial advisor at Charles Schwab based in Columbus, Ohio, with 12 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Charles Schwab since 2013, including roles at Charles Schwab Bank. Prior to that, he was with TD Ameritrade Inc. for one year. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios alongside a centralized operational structure.

Doug Bates is a Series 66-credentialed financial advisor with Edward Jones, based in Westerville, OH. He has one year of industry experience, including a 16-year tenure at National Affordable Housing Trust. Outside of his advisory role, he serves as a consultant for Marble Cliff Capital, an affordable housing syndicator, where he reviews budgets and financials and advises on policies and procedures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a nationwide network of over 23,000 financial advisors.

Terry Webb is a Series 66 licensed financial advisor with J.P. Morgan Securities in Columbus, Ohio, and has seven years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Webb also manages several rental properties in the Columbus area. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches through a non-discretionary advisory model supported by a centralized due-diligence framework.

Sarah Barnhart is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2014. In addition to her advisory role, she is involved in direct sales for a skincare company, Rodan and Fields LLC, as a contractor. 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. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Susan Scrimenti is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 66 credentials and possessing 31 years of industry experience. She has been with Merrill since 1996. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Niasha Piper is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Prior to her financial services career, she worked at MAC Cosmetics for seven years. Outside of her advisory role, she owns and operates a small makeup instruction business and an e-commerce venture selling personal wardrobe items through social media. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a non-discretionary program. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity pool operator registrations.

Braden Boomsma is a financial advisor at Edward Jones in Plain City, Ohio, holding a Series 66 designation. He has been with Edward Jones since 2026 and has prior experience in the agriculture and management sectors. Boomsma was previously involved with Nature Pure LLC and Bud Antle / Dole Fresh Vegetables. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Zachary Hughes is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Bank of America, Merrill, Telhio Credit Union, and The State Bank & Trust 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.

James Slaven is a financial advisor at UBS Financial Services in Columbus, Ohio, holding a Series 66 designation with 17 years of industry experience. He has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Kathleen Fisher is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. In addition to her advisory role, she serves as Vice President and Primary Licensee at Chase Insurance Agency, Inc., an affiliated licensed insurance agency. 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 delivers its program on a non-discretionary basis, combining institutional advisory capabilities with brokerage and investment management services.

Christopher Sullivan is a Series 66 licensed financial advisor with Edward Jones in Dublin, OH, where he has worked since 2019. He has a total of six years of industry experience, including 12 years at Aqua Doc prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large national network of advisors and branch offices.

Dean Schockling is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 designations with 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with 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 the use of firm-approved tools and scenario modeling.

Mohammad Mohammad is a financial advisor at J.P. Morgan Securities with a Series 65 credential and one year of industry experience. His prior work includes roles at Keybanc Capital Markets, S&P Global Market Intelligence, and various entrepreneurial and service ventures. 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.

John Kezerian is a financial advisor with Charles Schwab based in Columbus, OH, holding CFP® and Series 66 designations and six years of industry experience. His work history includes several roles within Charles Schwab entities as well as positions at Lake Erie College, Vestmark, and Eagle Investment Systems. Outside of his advisory role, he is the sole owner of Kezerian, LLC, a residential property management business in Lakewood, OH. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, combining non-discretionary advice with access to discretionary separately managed accounts and an integrated operational platform.

Carolina Silcott is a financial advisor at LPL Enterprise with a Series 66 designation and one year of experience in the industry. Her prior work experience includes roles at Third Coast Bank and Mercadolibre, as well as positions outside the financial sector. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Joseph Lotozo is a CFP® and ChFC® with 13 years of experience in financial advising. He has been with Edward Jones since 2012. Outside of his advisory role, he earns royalties from Amazon Kindle Direct Publishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory strategies. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.

James Johnson is a financial advisor at OSAIC in Columbus, OH, with 11 years of industry experience. He holds the Series 63 designation and previously worked for Lincoln Financial Advisors for 10 years. Outside of his advisory role, he is also an insurance agent offering fixed insurance products, including fixed and indexed annuities. OSAIC serves a wide range of clients, including individual investors, institutions, and charitable organizations, providing integrated brokerage and advisory services supported by advanced portfolio construction tools and multiple third-party platforms.