Scott Grotelueschen is a financial advisor with Guardian Life in Columbus, OH, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His prior roles include positions at LPL Financial and Merrill. He serves as a board member of The Walk Foundation, an organization focused on empowering athletes through faith, and participates annually in a mission trip for his church. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment solutions including advisor-led discretionary management, model-based strategies, and digital advisory services.

Sean Grzyb is a financial advisor at Creative Planning with 13 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Creative Planning in 2021, he worked for eight years at Lockton Investment Advisors, Lockton Financial Advisors, and Lockton Companies. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market exposure.

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.

Brent Wagner is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working in the financial services industry since 1999 and joined Merrill in 2011. Brent utilizes a goals-based approach to help clients pursue long-term financial objectives, focusing on personal retirement planning, portfolio management services, and retirement income strategies. Brent holds a Bachelor of Science degree in Financial Management from The Ohio State University. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor (CPWA®), Chartered Retirement Planning Counselor™ (CRPC™), and Chartered Retirement Plans Specialist™ (CRPS™), among others. His expertise encompasses planning, portfolio management, insurance, banking and lending solutions through Bank of America, estate planning services, retirement planning, and education planning. Outside of his professional work, Brent enjoys football, hiking, and traveling. He emphasizes a personalized financial strategy developed through one-on-one collaboration with clients to address their goals, expectations, and risk tolerance.

Simon Maynard is a CFP® certificant with 18 years of experience in the financial industry. He has been with J.P. Morgan Securities since 1997 and has also worked at JPMorgan Chase Bank, N.A. since 2016. Based in Columbus, OH, Maynard holds Series 65 and Series 66 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Michael Turner II is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 16 years of industry experience. He has been with JPMorgan Securities and JPMorgan Chase Bank since 2014. 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 and qualitative research to build model asset allocations, incorporating an ESG eligibility framework and utilizing broader derivatives and commodities capabilities.

Zachary Konvolinka is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Pds Planning, Inc., and Valeo Financial Advisors. He has also worked outside the financial industry, including positions at Jets Pizza and Camp Tecumseh YMCA. 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. The firm’s advisory process combines quantitative screens and qualitative research, incorporating forward-looking capital market assumptions and an ESG framework.

Dylan Haines is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to provide structure and clarity in their financial lives. Dylan aims to understand what matters most to his clients—whether it be building wealth, preparing for retirement, navigating major life transitions, or creating long-term financial security—and develops strategies aligned with those goals. His areas of expertise include investment strategy and portfolio management, retirement planning and income planning, planning around major financial decisions and transitions, aligning personal and business financial priorities for owner-led businesses, and managing risk to prepare for unexpected events. Dylan focuses on simplifying complexity and providing ongoing guidance as circumstances and markets evolve, helping clients make informed and confident decisions over time. Dylan holds a Bachelor's Degree from The Ohio State University and a Master of Business Administration (MBA) from Ashland University. He carries professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Dylan enjoys basketball, boxing, football, golfing, hiking, music, pickleball, running, spending time with his family, and traveling.

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.

Eric Sitarski is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Chase Investment Services Corp., Banc One Securities Corporation, and Wells Fargo Advisors. Outside of finance, he works as a range safety officer at Eagle Gun Range. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative screening and qualitative research to build model asset allocations and incorporates ESG criteria where applicable.

Johnny Dawson is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones. Outside of his advisory role, he is the owner of johnn(y)ie, LLC and author of a memoir focused on mental health challenges faced by veterans and athletes. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research-driven, tax-efficient strategies and algorithmic tools to deliver tailored recommendations.

Danielle Fasci is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018 and previously held roles at Sagepoint Financial, Royal Alliance Associates, Woodbury Financial, FSC Securities Corporation, and Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates centralized due diligence and a combination of quantitative and qualitative research in its advisory process.

Wesley Hill is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and previously worked for Morgan Stanley for 10 years. Outside of his advisory role, he has worked as a food delivery contractor for DoorDash. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice and customized performance reporting supported by a centralized due diligence process.

Shelby Byland is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Ameriprise, Shelby worked at Cambridge Investment Research Advisors and Northwestern Mutual in various capacities. Outside of advisory work, Shelby is involved as an investment specialist with Jeff Chaddock’s franchise through TRLT Ventures LLC. Ameriprise provides retirement-income planning services focused on individuals with significant investable assets, combining research and modeling with personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Nathan Fuhrman is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase since 2013, joining J.P. Morgan Securities in 2018. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations incorporating ESG considerations.

Anson Sung is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for HSBC Securities (USA) Inc. and HSBC Bank USA for 15 years. Outside of his advisory role, he has passive ownership interests in an engine development company and a modular construction firm. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates systematic quantitative and qualitative research and includes capabilities in derivatives and commodities.

Stewart Flaherty is a financial advisor at Raymond James Financial with 54 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Commonwealth Financial Network and LPL Financial. Outside of his advisory work, he is an author of two financial planning books and serves as CEO of two consulting firms. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting using risk profiling and analytical modeling and supports municipal and public finance through a unique municipal advisor affiliation.

Roger Corey is a financial advisor at OSAIC with 31 years of experience in the industry. He holds a Series 63 designation and has previously worked at Securities America Advisors, Inc. and Brecek & Young Advisors, Inc. He is a passive partner in Queen City Capital Management LLC, a registered investment advisor. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of investment programs and consulting services.

Stephen Jones is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several notable firms, including Merrill and Bank of America. 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 program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Richard Lawrie is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 63 designation and has previously worked at Meeder Investment Management, Kestra Investment Services, Principal Financial Services, and Nationwide Investment Services Corporation. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers discretionary and third-party management options.