Michael Childers is a financial advisor at Mass Mutual Investors Services with 40 years of industry experience. He holds a Series 63 designation and has worked previously at Metlife Securities Inc. for 34 years. In addition to his advisory role, he is also an insurance agent specializing in life insurance, health, disability income, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning with a range of investment and insurance solutions.

Philip Ulery is a CFP® credentialed financial advisor with 12 years of industry experience, currently with Edward Jones since 2013. He works out of Delaware, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of about 23,701 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Brian Moore is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and 23 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through various channels, including corporate financial planning agreements.

Joseph Murnane is a financial advisor at UBS Financial Services in Columbus, OH, holding a Series 66 designation with seven years of industry experience. Prior to joining UBS in 2018, he worked for eight years at the Franklin County Prosecutor's Office. He serves as treasurer for the Worthington Education Foundation, where he monitors financials and communicates with third-party service providers. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.

Felix Agbebo is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2017. Prior to that, he worked at Thirty-One Gifts from 2015 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Isaiah Neeper is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at TD Ameritrade, Scottrade, and the University of Toledo. 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. The firm delivers these services through Wealth Advisors on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Palcic is a financial advisor with Cetera in Dublin, Ohio, holding Series 63 and Series 66 credentials and 38 years of industry experience. He has worked at Cetera since 2019 and previously spent over 30 years with Foresters Financial. Palcic is also involved in an online sales business, Gern Flopkins Entertainment. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services delivered through a multi-manager platform with access to affiliated and third-party managers.

Matthew Schulter is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Powell, Ohio, and has 21 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory role, he is an investor in a private cabin rental business jointly owned with his wife and another couple. 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 team of Wealth Advisors. The firm delivers its advisory program on a non-discretionary basis, combining large institutional advisory operations with additional broker-dealer and investment adviser functions.

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.

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 at J.P. Morgan Securities with seven years of industry experience. He has worked at J.P. Morgan Securities since 2018 and was previously with JPMorgan Chase from 2009 to 2018. He holds the Series 66 designation and is based in Columbus, Ohio. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm emphasizes ESG eligibility in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

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.