Franklin Collins is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Aspen Energy, JPMorgan Chase Bank, and Reliant Capital Solutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm offers integrated services that include point-in-time financial plans and optional managed account solutions, operating within plan lineups selected by plan sponsors.

Joshua Jaffe is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at Ameriprise Financial Services LLC and J.P. Morgan Securities, among others. Outside of his advisory work, he is the managing member of 3J&E, LLC, a business involved in property management and general oversight. Steward Partners Investment Advisory, LLC is a large SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs with both discretionary and non-discretionary portfolio management options.

Sean Murphy is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his advisory role, he has worked in various positions at Bankers Life entities since 2023 and owns a consulting business that performs vehicle inspections and provides warranty consultation. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and non-ERISA retirement plan consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis.

Jeffrey Smith is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at KeyBank and PNC Wealth Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios, emphasizing risk-appropriate strategies and tax management.

Gerard Quinn is a CFP® and CFA® with 11 years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has held prior roles at PrairieView Wealth Partners, Raymond James Financial Services, Merrill Lynch, and others. Quinn also serves as Head of Financial Planning at Focus Forward, providing outsourced financial planning support to RIA firms. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and uses a range of strategies including low-cost ETFs, index funds, and private funds.

Stacy Lynn Schindler is a financial advisor at Fifth Third Securities, Inc. in Newark, Ohio, holding a Series 66 credential with eight years of industry experience. Her prior roles include positions at Edward Jones, Piphany, Plexus Worldwide, and Thirty-One Gifts. She is currently affiliated with both Fifth Third Securities and Fifth Third Bank. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via the Passageway Managed Account Program and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

James Ryan is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2020. Prior to joining Mercer, he worked for First Ohio Planning, LLC from 2007 to 2020. He is also the owner of First Ohio Planning, which provides life, disability, and long-term care insurance, and a part-owner of JSR Family Investments, a land development investment company. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios with multi-factor tilts, utilizing a variety of implementation options and offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and consulting services.

Martin Jerwers is a financial advisor with Fifth Third Securities, Inc. in Dublin, Ohio, holding CFP® and ChFC® designations and possessing 28 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2007. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program, offering multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

John Elgin is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Ameriprise and Mid Atlantic Capital Corporation. Outside of his advisory role, he is involved in managing business entities including JENZ, LLC. Steward Partners Investment Advisory, LLC is a large SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party investment solutions.

Gregory Beavers is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and two years of industry experience. He has been associated with Bankers Life and its affiliates since 2007, including roles at Bankers Life Securities, Inc. In addition to his advisory work, he is an insurance agent authorized to offer Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Drew Smith is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and E*TRADE Securities. His background also includes roles at Uber Eats, DoorDash, Papa Johns, Cross Country Inns Inc, and Scioto Reserve Country Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

John Darrah is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His work history includes roles at Uber and Ridgewood Plans, LLC, alongside his long tenure at P. Morgan Chase Bank and J.P. Morgan Securities since 2013. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Charles Dankworth is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Tamara Colvin is a CFP® with 35 years of industry experience, currently serving as an advisor at Raymond James Financial. She previously worked at Commonwealth Financial Network for 12 years. Outside of her advisory work, she is the president of two support companies, FlahertyColvin and The Flaherty Consulting Group, where she manages business operations and works directly with clients on financial planning and investment monitoring. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a tailored, non-discretionary approach using analytical tools and supports municipal and public finance work through unique affiliations.

Kevin Cox is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as secretary and board member of Local Partners LLC, a real estate holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory strategies and affiliated investment options, supported by a large network of financial advisors and branch offices nationwide.

Nicholas Windley is a financial advisor at Edward Jones in Columbus, OH, with two years of industry experience and a Series 66 designation. Prior to joining Edward Jones, he worked in roles at Target Corporation and Arrive Logistics, and had self-employed experience with ride-sharing services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of advisors and branches.

Michael Beers is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is a partner in BoomFlop Outfitters LLC, a hunting-inspired clothing line based in New Albany, Ohio. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Gary Beckman is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Beckman also serves as a trustee in an investment-related capacity in Bexley, Ohio. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Christian Borne is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, E*TRADE Securities, and Park Hudson International, as well as experience in legal and court settings. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies, serving clients through both direct and corporate financial planning relationships.

Joseph Kalinoski is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently associated with JPMorgan Chase Bank since 2011. Outside of his advisory role, he serves as a junior varsity high school golf coach for Granville Exempted Village Schools. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.