Adam Obrien is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Wells Fargo Clearing in 2026, he worked at Pacer Financial, Inc. and Incapital LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options including cash-flow, retirement, education, risk, and wealth-transfer planning. Advisors use Wells Fargo’s research and planning tools to deliver tailored recommendations, with clients having the option to implement them through the firm’s brokerage or advisory programs.

Jacob Altic is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He has held positions at Edelman Financial Engines and its predecessor firms since 2018, and prior to that was employed at The Prudential Insurance Company of America from 2016 to 2018. He holds the Series 63 and Series 65 licenses and is based in Columbus, OH. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary modeling with planner delivery and online tools, offering discretionary and non-discretionary management with an investment process focused on diversified model portfolios, rebalancing, and long-term orientation.

Timothy Pester is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at CUSO Financial Services, Fifth Third Securities, Wells Fargo Advisors, and Chase Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Jonathan Usitalo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2018, following roles at Morgan Stanley and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process uses centralized due diligence combining quantitative screens and qualitative research, including ESG considerations, supported by affiliated implementation and portfolio services.

Donald Rivers is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2014. He previously co-owned Rivers/Lidke Financial Group LLC, and he is the founder of The Rivers Foundation, a family foundation focused on education. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients through a broad range of planning options and integrated financial products.

Matthew Johnson is a financial advisor at Ameriprise in Columbus, OH, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Ameriprise in 2025, he worked at Biltmore Family Office, LLC and was affiliated with The Ohio State University. Outside of finance, he is co-owner of Johnson.Johnson Landscaping LLC, a landscaping and yard maintenance business. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Valerie Smith is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1992 and has built longstanding relationships with her clients. Prior to joining Merrill, Valerie gained experience working four years at Wachovia Securities and Fidelity. Valerie holds multiple professional designations, including Chartered Financial Consultant (ChFC), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned her high school diploma from Madison Central. Valerie resides in Dublin with her husband, Stephen. They enjoy traveling and spending time with friends and family. They have two children, both attending The Ohio State University.

Kevin Homan is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He began his career in the financial services industry in 2007 as a Financial Paraplanner at Ameriprise Financial Services. Since joining Fidelity in 2012, Kevin has held roles including Relationship Manager, Investment Consultant, and Financial Consultant. Kevin's professional focus is to assist clients in all areas of their financial lives, emphasizing trust, relationship building, and client preferences to help individuals and families gain confidence in their financial futures. He holds a California Insurance License. Outside of his professional work, Kevin and his family are active in their church. They enjoy hiking and supporting the Ohio State Buckeyes.

Michael Brennan is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with various Fidelity entities since 1993. Outside of his advisory role, he is an owner and partner of High Meadows Lodging LLC, a vacation cabin rental business in Ohio. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered investment companies.

Christopher Malone is a Series 66–licensed financial advisor with one year of industry experience. He is currently with J.P. Morgan Securities and has prior experience at KeyBank and PNC Bank. Malone is based in Columbus, Ohio. 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 and fund searches, and customized performance reporting.

Tod Bisher is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 22 years of industry experience. He has previously worked at PNC Bank, PNC Wealth Management, Bofa Advisors, LLC, and Merrill. 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 asset allocation advice, manager searches, and customized performance reporting. The program relies on centralized due diligence and combines quantitative and qualitative research, incorporating an ESG eligibility framework, with implementation support from affiliated investment-management entities.

Michael Moore is a financial advisor at LPL Financial with 15 years of industry experience. He previously worked at Edward Jones for 11 years before joining LPL Financial. Moore holds Series 63 and Series 66 designations. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services through a large network of professionals to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs, including access to third-party asset managers and institutional platforms.

Martin Perrucci is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Nuveen Asset Management, Morgan Stanley, and Citigroup Global Markets prior to joining J.P. Morgan in 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research, and it offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Kelsey Burgett is a Series 66-licensed financial advisor with Edward Jones in Sunbury, OH, where she has worked since 2010, totaling 16 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a large network of advisors and branch offices nationwide.

Anthony Mampieri is a financial advisor with Wells Fargo Advisors in Westerville, OH, holding a Series 63 designation and 39 years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked at Morgan Stanley in various capacities from 2010 to 2023. He owns Mampieri Financial Services, LLC based in Boca Raton, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory capabilities with banking, lending, and trustee services.

Austin Gossett is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at JPMorgan Distribution Services, Sedgwick, and The Scotts Miracle-Gro Company. Outside of his advisory role, he is employed by TRLT Ventures LLC, where he manages an advisory business. Ameriprise serves primarily individuals approaching or in retirement with significant investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations tailored to clients’ income and asset management needs.

Calvin Miles is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at Riegel Financial Wealth Management and JPMorgan Chase Bank, N.A. He studied at The Ohio State University and worked at Taste Of Belgium. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process incorporates quantitative and qualitative due diligence and includes access to broader derivatives and commodities capabilities.

Chad Hoover is Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2025. He has extensive experience in wealth management and financial planning, with a career spanning roles at Fidelity Investments, Burney Partners, and JPMorgan Chase. His expertise includes private wealth advisory, wealth planning, and regional investment specialization. Chad's professional journey includes roles such as Vice President, Wealth Planner at Fidelity Investments from 2021 to 2025, and Regional Investment Specialist, Vice President at JPMorgan Chase from 2015 to 2019. He has also served as a Wealth Advisor and Regional Manager at Burney Partners and has held various positions at J.P. Morgan Asset Management since 2003. As a Certified Financial Planner (CFP®) professional, Chad focuses on helping clients create holistic financial plans that adapt over time to meet their financial goals. His aim is to provide clients with peace of mind and confidence in their financial decisions.

Jeffrey Nieman is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and several technology firms such as Path Robotics and WillowTree. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey M. Geiger is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2005 and brings over 33 years of experience in the financial services and commercial banking industries. Mr. Geiger graduated from The Ohio State University Business School in 1978. He is a member in good standing with the Investments and Wealth Institute and holds several professional designations, including Certified Investment Management Analyst (CIMA) obtained in 2007 after completing education at the Wharton School of the University of Pennsylvania, Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jeff has extensive experience working with nonprofit organizations, endowments, foundations, high net worth individuals, and business owners. His team utilizes a consultative approach to asset management, education, retirement, and estate planning services. He resides in Galena, Ohio, and is active in community organizations and charities. His personal commitment includes assisting families with special needs, motivated by his family's experience.