Nicholas Loprire is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Insight2Profit, Sarnova, and Cardinal Health Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tek Dangal is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Pickerington, Ohio. He has four years of industry experience, including prior roles at UBS Financial Services and involvement with nonprofit organizations such as United Community for Refugees and Immigrants. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research, offering a range of investment strategies supported by affiliated management entities.

Thomas Mitchell is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Mitchell serves on the finance committee of The Country Club at Muirfield Village in Dublin, Ohio. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and modeling tools but does not provide individual security recommendations as part of standalone planning.

Nickolas Wright is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to this, he spent ten years in the United States Army. He also works as an adjunct professor teaching Personal Finance and Corporate Finance at Columbus State Community College. Edward Jones is a full-service wealth management firm with more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Kelly Smith is a Series 66 licensed advisor at J.P. Morgan Securities with eight years of industry experience. Prior to joining J.P. Morgan in 2021, Smith spent eight years 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. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework where applicable.

Thomas Costantiello is a CFP® professional with 32 years of industry experience. He is currently with OSAIC, where he has worked since 2023, having previously been with FSC Securities Corporation, Woodbury Financial Services, Inc., and Osaic FA, Inc. He is the founder and president of Consus Wealth Management Group, LLC, a marketing name associated with his advisory business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a variety of managed account options.

Todd Altenbach serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 20 years of experience in wealth management, he focuses on delivering detailed and personalized financial strategies to his clients. Todd's expertise encompasses areas such as Divorce Transition Planning, Executive Compensation, Family Wealth Management Strategies, Personal Retirement Planning, Portfolio Management Services, Small Business Strategies, Tax Minimization, and Retirement Income. He holds several professional certifications, including the Certified Investment Management Analyst (CIMA), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Todd earned a Bachelor of Science degree in Business Administration from The Ohio State University. Outside of his professional work, Todd enjoys rebuilding and driving classic cars, drag racing with his family, cruising on his motorcycle, and engaging in various home improvement projects. He resides in Westerville with his wife Rebecca and has two sons.

Nicholas Tilson is a financial advisor with Mass Mutual Investors Services in New Albany, Ohio, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at SigFig Wealth Management, J.P. Morgan Securities, and several firms within the Cetera network. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements using firm-approved analytical tools.

James Holm is a financial advisor at Ameriprise in Columbus, Ohio, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Cronos Group, Vertiv, and Worldpay. Outside of his advisory work, Holm owns a construction equipment rental business, Freedom Rental LLC. 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 clients with written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Jeffrey Gouhin is a financial advisor with Raymond James & Associates in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He serves as an advisory board member for Easter Seals of Central & Southeast Ohio, a nonprofit supporting children, adults, and veterans with physical or mental disabilities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting grounded in risk profiling and research-supported portfolio management.

Nancy Carwile is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. She has worked at JPMorgan Securities LLC since 2018 and previously spent ten years at JPMorgan Chase Bank, N.A. in Columbus, OH. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative screening and qualitative research, with recommendations limited to eligible strategies that may incorporate an ESG framework.

Rhett Jefferies is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds a Series 66 designation and has worked at several firms including Chase Investment Services, Banc One Securities, Wells Fargo Investments, and Merrill prior to joining J.P. Morgan Securities in 2012. 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. Their advisory process incorporates centralized due diligence with both quantitative and qualitative analysis, and includes broader derivatives and commodities capabilities.

Donald Brough is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. His prior experience includes 12 years with Wachovia Securities Financial Network, LLC. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies, with an emphasis on managed accounts and algorithm-supported recommendations.

Brad Dickman is a financial advisor with Equitable Advisors based in Worthington, Ohio. He holds a Series 66 designation and has 20 years of industry experience, all with Equitable Advisors and its predecessor, Axa Advisors. His other business activities include outside insurance appointments. Equitable Advisors serves individual clients across a wide wealth spectrum, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Angela Johnson is a financial advisor with LPL Financial in Reynoldsburg, OH, holding a Series 66 designation and 15 years of industry experience. Her previous roles include positions at JP Morgan Securities, LLC, JP Morgan Chase Bank N.A., and Fifth Third Securities. Outside of her advisory work, she has worked as an Amazon Flex contractor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing various models and third-party subadvisors supported by operational tools.

Cameron Di Franco is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds the Series 66 designation and has worked at MassMutual Life Insurance Co and Mass Mutual Investors Services since 2022. Outside of his advisory role, he is the owner of DiFranco Capital LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software tools to deliver written recommendations tailored to client goals.

Rocky Sandora Jr. is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Brian Fadley is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 19 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously at Chase Investment Services Corp. from 2011 to 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence, with a focus on eligible strategies and an ESG eligibility framework.

Jerry Hall is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and previously worked at PNC Wealth Management from 2010 to 2013. 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 incorporates centralized due diligence and combines quantitative and qualitative research to develop model asset allocations.

Brooke Galassi is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 designations and having 22 years of industry experience. She has worked at J.P. Morgan Securities since 2015, following roles at Ausdal Financial Partners, Inc. and Citigroup Global Markets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.