Alex Gigandet is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at KeyBank from 2019 to 2022 and has held roles outside finance at TacoBell, Honda Motor Company, and UTC Aerospace Systems. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery and firm-approved tools, with a focus on advisory capacity rather than individual security recommendations.

Valerie Vannelli is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. Her career includes roles at JPMorgan Chase Bank since 2016, as well as prior positions at PNC Wealth Management and Natcity Investments. She holds Series 63 and Series 65 licenses. 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. Their advisory process combines quantitative screens, qualitative research, and forward-looking capital market assumptions to build model asset allocations, with recommendations limited to eligible strategies and potential ESG considerations.

Randall Rubenstein is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding a Series 63 designation and 34 years of industry experience. He has worked with MML Investors Services, MassMutual Life Insurance Co, and MSI Financial Services since 2016. In addition to his advisory role, he holds an outside insurance agent position covering life, health, group life, group health insurance, fixed annuities, and long-term care disability income. Mass Mutual Investors Services, LLC 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 offers a range of programs including wrap and money-manager portfolios and delivers planning services through collaborative, annual engagements using firm-approved analytical tools.

Rebecca Scott is a financial advisor with J.P. Morgan Securities based in Columbus, OH. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. Her prior work experience includes roles at PNC Bank and PNC Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to deliver written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Katrina Jackson is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 designations and nine years of industry experience. Her background includes roles at Morgan Stanley and E*TRADE Securities, among others. Outside of her advisory work, she is the sole proprietor of Neon Homes and Equity LLC, an investment-related business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager research, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and incorporates ESG eligibility frameworks, serving clients with a broad range of investment strategies and derivatives capabilities.

Kathryn Hoyt is a Series 66 licensed advisor with Merrill, based in Columbus, Ohio, and has 14 years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she owns Monthly Maker, a small business that sells monthly craft kits. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joel West is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He has held roles at J.P. Morgan Securities LLC, Huntington Bank, The Huntington Investment Company, and Fidelity Investments. Outside of his advisory work, he works as an independent contractor delivery driver for DoorDash. 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 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.

Brenda Bennett is a CFP® with 21 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2024. She previously worked at Hutchinson, Shockey, Erley & Co. and The Huntington Investment Company. In addition to her advisory role, she operates Brenda Bennett LLC, providing life coaching services for individuals undergoing significant life transitions such as retirement and job changes. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad platform of capital markets and advisory solutions.

Sean Passmore is a Certified Financial Planner (CFP®) with six years of industry experience. He has worked at Edward Jones since 2019. Prior to his current role, he was involved in lawn and landscape services and the hospitality industry. Passmore is also the owner of an e-commerce business operating online stores. Edward Jones is a full-service wealth management firm serving a diverse client base including individuals, institutions, and charitable organizations, with a nationwide network of over 23,700 financial advisors and $1.01 trillion in assets under management.

Mary Cunningham is a financial advisor at J.P. Morgan Securities with seven years of industry experience and holds Series 63 and Series 66 licenses. Her work history includes roles at Fidelity Investments, UBS, Fifth Third Bank, and PNC Wealth Management. Outside of finance, she has worked as a sales representative for Talbots. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework within its recommendations.

Erica Gardner is a CFP®-certified financial advisor with Edward Jones in Columbus, OH, bringing 15 years of industry experience. She has been with Edward Jones throughout her entire career since 2011. Outside of her advisory role, she is a joint owner of an Airbnb rental property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Donnita Mackie is a financial advisor at Ameriprise with 15 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. She is involved in managing her advisory business and is affiliated with TRLT Ventures LLC. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide personalized recommendation reports. The firm serves a wide range of clients through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jacquelyn Murphy is a CFP® with 26 years of industry experience, all spent at Edward Jones in Columbus, OH. She has been with the firm since 2000. Outside of her advisory role, she is a co-owner of a vacation property in Huntsville, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Raymond Barcus is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation with 20 years of industry experience. His career includes over a decade at various J.P. Morgan entities and prior experience at Morgan Stanley. 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 advisory framework.

Mary Gilmore is a financial advisor with Cambridge Investment Research Advisors, Inc. She holds 15 years of industry experience and has been affiliated with Cambridge since 2024. Prior to this, she was associated with Step Up Wealth Management, LLC for 11 years and United Planners' Financial Services for 10 years. Gilmore also manages Gilmore Enterprises, Inc., an insurance and benefits-related business. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management, proprietary model strategies, and access to third-party advisers and sub-advisors.

Matthew Hanuska is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has worked at J.P. Morgan Securities since 2022 and has prior experience at Morgan Stanley, Pride One, Aptiv, and CVS Specialty. 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 program. The firm’s advisory process utilizes centralized due diligence and incorporates both quantitative and qualitative research, with capabilities extending to derivatives and commodities.

John Kurgan is a financial advisor with Ameriprise, holding a Series 63 designation and 43 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he manages office expenses through a separate business entity, JEJB, Inc. Ameriprise offers retirement-income planning services primarily for clients with at least $1 million in net investable assets, delivering tailored recommendations that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm utilizes a centralized consulting team and combines research with modeling and algorithmic tools to support its advisory process.

James Moore is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes multiple tenures at J.P. Morgan Securities interspersed with roles at Morgan Stanley. 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 combines quantitative and qualitative research, incorporating ESG considerations and derivatives capabilities.

Scott Mann serves as Resident Director at Merrill Lynch Wealth Management. Since joining Merrill in 2000, he has worked closely with individuals and businesses to define and pursue their financial goals across every phase of their financial life cycle. His approach emphasizes the development of comprehensive wealth management strategies underpinned by in-depth financial advice and a foundation of trust. Mann’s expertise includes retirement planning, trust and estate planning in collaboration with tax accountants and attorneys, business transition planning, and individual wealth preservation and insurance strategies. He focuses on client needs such as college education planning, portfolio management, tax minimization, and retirement income. Mann holds a Bachelor of Science degree in Accountancy and Finance from Miami University and an MBA from The Ohio State University. He also holds the Personal Investment Advisor (PIA) designation. Residing in New Albany, Ohio, with his wife Kristen and two daughters, Mann pursues outdoor interests including golf, hiking, and running.

Melissa Hall is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at PNC Investments for 19 years before joining J.P. Morgan Securities. 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 incorporates both quantitative and qualitative research supported by a manager solutions team, and it offers specialized capabilities in derivatives and commodities.