Thomas Wright is a CFP® with 42 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2009. He has also operated his own RIA, Thomas E. Wright, since 1999 and has been a partner at Lauterbach & Eilber, Inc. since 1987, where he is involved in selling and servicing life, health, disability, and long-term care insurance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing both proprietary and third-party model strategies across multiple custody and platform arrangements.

Edward Bacher III is a CFP®-credentialed financial advisor with 18 years of industry experience, currently practicing with LPL Financial since 2022. Prior to joining LPL, he spent eight years with VOYA Financial Advisors. He is also involved in non-variable insurance activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 licenses and bringing 35 years of industry experience. He has been with JPMorgan Securities LLC since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm delivers these services alongside brokerage, distribution, and investment management capabilities as a subsidiary of J.P. Morgan.

Jeremy Fleming is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. The firm serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. Edward Jones is notable for its extensive network of advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Dennis Copeland is a Series 66-credentialed financial advisor with J.P. Morgan Securities in Columbus, OH, where he has worked since 2012. He has 13 years of industry experience. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Brennen Duke is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked within various divisions of JPMorgan since 2019, including JPMorgan Chase Bank, N.A. Prior to joining JPMorgan, he gained experience at Liberty Mutual Insurance and Riley Hospital. 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 combines institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Timothy Webster is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and eight years of industry experience. He has worked at J.P. Morgan Securities LLC since 2018 and was employed at JPMorgan Chase from 2009 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Christopher Sparks is a financial advisor at Edelman Financial Engines with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Financial Engines Advisors L.L.C., Arvest Wealth Management, and US Bank. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large client base through advisor-led and online offerings, and operates discretionary and non-discretionary programs overseen by an Investment Committee.

Eugene Kim is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining J.P. Morgan Securities in 2023. Before his financial services career, he held positions at Tesla and Ikea. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering 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 brokerage, distribution, and investment management capabilities.

Mark Wilder is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with Jpmorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering 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 brokerage and investment management capabilities.

Brooke Miller is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Opportunities for Ohioans with Disabilities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Jon Cleary is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2011, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

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.

Donald Nye III is a Series 66-licensed financial advisor at J.P. Morgan Securities with four years of industry experience. His career includes roles at Merrill Lynch/Bank of America, Morgan Stanley, and JPMorgan Chase Bank, N.A. prior to joining his current firm. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Dana Hinderliter is a Series 66-licensed advisor with 16 years of industry experience, currently with J.P. Morgan Securities in Columbus, OH. Prior to joining J.P. Morgan in 2026, Dana worked at Morgan Stanley for nine years and Merrill/Merrill Lynch/Bank of America for a combined 12 years. Outside of advisory work, Dana assists with catering at a family-owned deli and works as a skin care consultant. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

John Bedros is a Series 66 licensed financial advisor at Morgan Stanley in Columbus, OH, with nine years at the firm and a total of five years in the industry. His prior experience includes a role at Wings Financial Credit Union from 2016 to 2017. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly to individuals and through corporate financial planning agreements.

Mark Arbogast is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with J.P. Morgan Securities since 2012. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Charles Sampson is a financial advisor at Charles Schwab in Columbus, OH, holding Series 63 and Series 66 credentials with 34 years of industry experience. His career includes ten years at Scottrade, Inc., and brief tenures at Huntington Investment Company and The Huntington National Bank before joining Charles Schwab in 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and brokerage operations.