Andrew Devantier is a financial advisor with Osaic, holding over 25 years of industry experience. He previously worked at Lincoln Financial Advisors for 24 years and operates Devantier and Associates, a CPA firm. In addition to his advisory role, he is involved in offering fixed insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, delivering a range of brokerage and advisory services through a multi-advisor platform. The firm uses model-based asset allocation and portfolio optimization tools, supporting various investment strategies and third-party manager selections.

Jose Mari Asuncion is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities and Chase Investment Services Corp. Outside of finance, he was involved with Captain Rick's Scuba Diving for three years. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

T. Robertson III is a financial advisor with Merrill in Columbus, OH, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, including 19 years at Fifth Third Securities and Fifth Third Bank before joining Merrill and Bank of America in 2021. 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 for a range of clients including individuals, high-net-worth investors, and institutional entities.

Kyle Germann is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. since 2023. Outside of finance, he has experience at Firekeepers Casino & Hotel and has been involved with charitable work through the Branch County Coalition Against Domestic And Sexual Violence. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Matthew Goedde is a financial advisor at Equitable Advisors with 21 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors and its predecessor, Axa Advisors, since 2005. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Noah Clawson is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior roles include positions at Ameriprise Financial and Sodexo, as well as several years in education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account programs through a consolidated billing option called WealthPlan.

Celia Powers is a Series 66-licensed financial advisor with Equitable Advisors in Columbus, OH. She joined the firm in 2026 and has prior work experience in various roles, including at Miami University and The Cleaning Authority. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment solutions and offers fiduciary services to qualified plans.

Charles Kern is a financial advisor with Fidelity in Columbus, OH, holding Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at KeyBank, Charles Schwab & Co., Inc., and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a varied client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios, and it serves as a registered commodity pool operator and formal adviser to multiple registered investment companies.

Sean Mc Clenaghan is a financial advisor at J.P. Morgan Securities based in Columbus, OH, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to his current role, he has worked 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 select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver customized asset allocation advice and manager searches, supported by centralized due diligence and incorporating ESG considerations.

Heather Gardner is a financial advisor at Ameriprise in Columbus, Ohio, with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Huntington Investment Company and The Huntington National Bank. Outside of her advisory work, she provides elder care for her disabled mother. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Erik Varhus is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2012, also maintaining a concurrent role at JPMorgan Chase Bank, N.A. since 2006. Based in Columbus, OH, his career has been focused within the J.P. Morgan organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, emphasizing written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with both quantitative and qualitative analysis, and includes capabilities across derivatives and commodities through affiliated entities.

Carmen Haynes is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She previously worked at Morgan Stanley from 2013 to 2017 before joining J.P. Morgan in 2017. Outside of her financial career, Carmen owns and operates two small businesses: an e-commerce art business and a home sewing business where she sells homemade clothing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and other institutional clients, offering non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Tiffany Darst is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017 and has been with Bank of America, N.A. since 2018. Her prior experience includes a role at U.S. Bancorp Investments, INC. from 2016 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies supported by internal Chief Investment Office teams and third-party style managers for a range of clients including individuals, high-net-worth clients, and institutional investors.

Kelly Mathews is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has previously worked at The Huntington Investment Company and JPMorgan Securities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Cynthia Reynolds is a Wealth Management Advisor with the Cenname Team at Merrill Lynch Wealth Management. Since beginning her career with Merrill in 1993, Cynthia has developed expertise in providing high-net-worth clients across the country with comprehensive wealth management strategies tailored to their individual goals. Her approach covers a broad range of financial needs, including college education planning, retirement income, tax minimization, portfolio management, trust and estate planning, and executive compensation. Cynthia works closely with clients and their external tax and legal advisors to ensure cohesive and efficient financial planning. Cynthia has extensive experience supporting corporate executives with managing concentrated stock positions and implementing disciplined diversification strategies. She possesses in-depth knowledge of employer benefit services, such as 401(k)/403(b) plans, deferred compensation, defined benefit plans, and stock option awards, enabling her to assist clients in making steady progress toward their long-term financial objectives. She holds a Bachelor's degree in Communication from Miami University in Oxford, Ohio, and has earned the Chartered Retirement Planning Counselor™ (CRPC) designation. Cynthia also holds the Personal Investment Advisor (PIA) designation. Beyond her professional role, she contributes to her community through volunteer work and enjoys boating, ice hockey, and spending time with her family.

Tanner Williams is a financial advisor at Morgan Stanley in Columbus, Ohio, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Central Ohio Tech Solutions and Ohio University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through a structured planning process that includes the use of approved analytical tools and investment models.

Casey Daly is a financial advisor at Ameriprise in Columbus, OH, with 20 years of industry experience and a Series 66 designation. Prior to joining Ameriprise in 2026, Daly worked at The Huntington Investment Company for a combined 15 years and spent one year at Merrill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Andrew Michel is a financial advisor with LPL Financial in Columbus, OH, holding the ChFC® designation and Series 66 license. He has 43 years of industry experience, including 23 years with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company, and has operated Andrew Michel & Associates since 1989. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including third-party asset management and institutional platforms, supported by advanced operational and research tools.

Kyle Sanford is a financial advisor with Fidelity in Columbus, OH, holding Series 66 and Series 63 licenses and 12 years of industry experience. He has worked within various Fidelity affiliates since 2014, including Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of fund types and model portfolios.

Michael Stoffel is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2022 and has experience at Bank of America, N.A. since 2026. Prior to his financial services career, he worked in retail and educational settings. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.