Thomas Morris is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has been with JPMorgan Securities LLC since 2014 and holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Deberry II is a financial advisor with Primerica Advisors in Columbus, OH, holding a Series 63 designation and 13 years of industry experience. His career includes roles at Lima City Schools and long-term affiliations with PFS Investments Inc. and Primerica Financial Services. Outside of advising, he is a partner in Keys To Black Wealth, LLC, a non-investment business, and operates Deberry Enterprise, LLC for Primerica-related activities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a wrap-fee solution distinct from institutional plan management.

David Smith is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Bank of America N.A., Morgan Stanley, Instacart, Uber, Lyft, UnitedHealthcare, and Management and Network Services. His current roles at Merrill and Bank of America began in 2022. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Terry Rumker is a CFP®-certified financial advisor with 13 years of industry experience, currently associated with LPL Financial since 2019. He previously worked at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation from 2015 to 2019, and has operated Rumker Financial Services since 1994. In addition to his advisory practice, he has been involved in teaching at Ashland University since 1989. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Jonathan Kokinchak is a Series 66 licensed advisor at J.P. Morgan Securities with five years of industry experience. He has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bluestone Wealth Partners, and held positions at The Ohio State University and Nike Inc. prior to his current role. 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.

Cathy Clary is a financial advisor at Merrill with 28 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. Outside of her advisory role, she serves as Secretary for the Women of the Moose Chapter 354 and as Chaplin for the FOE #376 Women's Auxiliary in Delaware, Ohio, assisting with meeting documentation and organizing fundraising volunteers. 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 investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Jarrett is a Private Wealth Advisor at Merrill Private Wealth Management, specializing in working with business owners, corporate executives, and multi-generational families to address complex wealth-management needs and life transitions. He is part of the Cenname Team, a nationally recognized group within Merrill, which focuses on helping clients improve, protect, and simplify their business and personal financial lives. With decades of practical experience, Charles offers problem-solving skills and an intimate knowledge of best practices tailored to the distinctive circumstances of his clients. Charles advises business owners through multiple phases of their business lifecycles, aligning their business, personal, and financial goals to enhance the transferable value of their businesses and prepare for potential transitions. He also works extensively with senior executives managing concentrated or restricted stock positions, collaborating with clients' other advisors to foster thorough and coordinated strategies. His areas of expertise include corporate executive services, family wealth management strategies, employee benefits planning, tax minimization, and retirement income planning. Charles holds a Bachelor's degree in Business Administration from Georgia State University, earned in 1981. He has obtained multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Private Wealth Advisor (CPWA), Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). He is a member of several professional organizations and is involved in philanthropic activities with various community foundations and organizations. His personal interests include fishing, hiking, and traveling.

Kristen Sydney is a financial advisor with OSAIC in Columbus, Ohio, holding a Series 63 designation and bringing 48 years of industry experience. She has worked at Lincoln National Life and Lincoln Financial Advisors Corporation for over 27 years before joining OSAIC. Outside of her advisory role, she serves on the board of the Harry C. Moores Foundation, where she reviews grant summaries and participates in foundation decision-making. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various tools such as asset-allocation models and risk assessments to construct portfolios, while supporting multiple advisory platforms and third-party managed account solutions.

Victor Zancudo is a financial advisor with Primerica Advisors in Grove City, OH, holding 12 years of industry experience. He has worked with PFS Investments Inc. since 2013 and with Primerica Financial Services since 2012. Outside of his advisory work, he is a self-employed musician, serving as the lead singer and guitarist for a band. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Audrey Tuckerman is a Managing Director and Private Wealth Advisor with Merrill Private Wealth Management. She works closely with high-net-worth individuals, families, and institutions, helping them think strategically about their wealth and expedite a path to their financial priorities. Audrey advises families with complex financial lives, assisting CEOs, CFOs, and other executives in managing compensation, investments, trust and estate planning, banking, lending, and philanthropy. She also advises successful female executives and affluent women navigating significant career and family transitions. With over 25 years of experience, Audrey specializes in guiding clients through complex financial transitions, including divorce, inheritance, and leadership succession. She began her career in investment banking in New York City and graduated from Tulane University. Audrey combines technical expertise with clear communication to help clients focus on their personal and professional goals. Audrey is actively involved in her community, having served as Chair of the Jewish Columbus Board of Trustees and on the boards of the Center for Family Safety and Healing, The Columbus Academy, and United Way of Central Ohio. She also supports the YWCA Family Center and contributes to nonprofit organizations through leadership and service. Audrey lives in Bexley, Ohio, and enjoys golfing, pickleball, reading, running, skiing, and yoga.

Noah Webb is a financial advisor at Fidelity with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at JPMorgan Chase, The Home Depot, and Walmart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Dashonda Jones Goins is a financial advisor with Primerica Advisors in Dublin, OH, holding eight years of industry experience. She has worked at Primerica Advisors since 2018 and previously held positions at Amazon and CitiTrends. Outside of her advisory role, she is active as a driver for DoorDash and Amazon Flex and serves as an ambassador for QSciences. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by third parties and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Jacob Kehoe is a financial advisor at Raymond James Financial with a Series 66 designation and four years of industry experience. He has held roles at Milholland and Mitchell Financial Group LLC and Wells Fargo Advisors Financial Network LLC. Outside of advising, he assists with training and operations and conducts research for investment models at Milholland and Mitchell Financial Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Richard Brady is a financial advisor with Cetera in Powell, Ohio, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Key Investment Services and KeyBank. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform combining affiliated and third-party managers, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.

Daniel Phillips is a financial advisor with Cambridge Investment Research Advisors, holding the Series 66 designation and 12 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Outside of advising, he serves as an assistant boys and girls swim coach at Olentangy Liberty High School. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement 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 a range of strategies from proprietary models to third-party managers.

Andrew Saggio is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and bringing 10 years of industry experience. He has been with JPMorgan Securities LLC since 2016. Outside of his advisory role, he is an independent distributor for AdvoCare International L.P., a health and wellness company. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Abraham Szabo is a financial advisor at Merrill in Columbus, Ohio, holding a Series 66 credential with one year of experience. His prior work history includes roles at Purdue University, Swensons Drive-In, Xavier University, and Andrews Osborne Academy. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Blaine Hunkins is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Park Hudson International. 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 network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Teagan Washington is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at various J.P. Morgan entities since 2015. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ian Gedminas is a CFP® with eight years of industry experience and currently an advisor at Edelman Financial Engines. He previously worked at Horter Financial Strategies and Horter Investment Management. Gedminas is based in Columbus, OH. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large participant base through both advisor-led and online platforms.