Anthony Lolli is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including BMO Nesbitt Burns Securities LTD, BMO Harris Financial Advisors, and JPMorgan Chase Bank. He is based in Columbus, OH. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG criteria in its recommendations.

Samuel Messerly is a Series 66-licensed financial advisor with six years of industry experience. He is currently with J.P. Morgan Securities, having joined the firm in 2025. Prior to this, he held roles at Equitable Advisors, Merrill, and Bank of America. 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 advisory process includes both quantitative and qualitative due diligence and incorporates a broad range of investment strategies, including ESG considerations.

Heather Witten is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1998 and brings a planning-based approach to working with individuals, families, and corporate clients, including serving a growing number of corporate defined contribution plans. Her client focus areas include divorce transition planning, education planning, family wealth management strategies, retirement income, and tax minimization. Heather holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a Bachelor's degree in Religion from Wittenberg University and an MBA from Capital University. In addition to her professional practice, Heather is involved in community organizations such as Advent Lutheran Church, Komen Columbus, Nationwide Children's Hospital, and youth sports programs. She resides in Upper Arlington with her husband and two children.

Andrew Fugazzi is a financial advisor with Ameriprise in Westerville, OH, holding a Series 63 designation and 44 years of industry experience. He has been with Ameriprise and its affiliated entities since 1981. Outside of his advisory role, he co-owns TRLT Ventures, LLC, which manages his Ameriprise business. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kathryn Schultz is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has been affiliated with Merrill Lynch since 2007. Schultz also serves as the administrator of The Schultz Family Donor Advised Fund. 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 institutional investors.

Ryan Monge is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations. His career includes roles at Morgan Stanley and JPMorgan Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Brian Titus is a financial advisor at Ameriprise with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001 and holds Series 63 and Series 66 designations. Outside his advisory role, he is involved in business ownership through GNG at Valpo LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering written 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.

Zachary Stevens is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade and Charles Schwab. He is currently based in Columbus, OH. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, supporting a range of investment products and maintaining regulatory registrations uncommon among large institutional peers.

Justin Gibbs is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2014. In his current role since 2017, he partners with clients to develop efficient financial plans aimed at providing peace of mind. As a Certified Financial Planner, Justin employs a holistic approach to evaluating opportunities and risks. Justin's experience at Fidelity Investments spans several years, beginning as a Financial Consultant before advancing to his current leadership position. His professional focus includes financial planning and client partnership. Outside of his professional work, Justin has interests in music, outdoor adventures, parenthood, pets, running, and snowboarding.

Patrick Mc Hale is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior work includes roles at Ameriprise Financial Services, Uber, and Diamond Hill Capital Management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management, offering a broad range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Ryan Johnson is a Series 66-registered financial advisor with Equitable Advisors in Columbus, OH, bringing 18 years of industry experience. He previously worked with 4 Real Estate for eight years and was affiliated with AXA Advisors, LLC for twelve years. Outside of his advisory role, he serves as a board member of the Scioto Run Neighborhood Association in Hilliard, OH. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory programs and third-party asset managers to tailor investment solutions for its clients.

Douglas Riffle Jr. is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been with J.P. Morgan Securities since 2015. 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 within a non-discretionary program.

Sharon Wei is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in providing comprehensive wealth management strategies tailored to entrepreneurs, real estate investors, executives, and families with assets exceeding $5 million. Her approach, Simplify to Multiply™, focuses on integrating investment strategies with tax efficiency, business transitions, liquidity planning, and estate planning to address the complexities of significant wealth. Sharon's expertise encompasses family wealth management, legacy planning, liquidity management, tax minimization, and retirement income planning. Before joining Merrill Lynch, Sharon built and scaled her own business and served as a consultant at Accenture, advising Fortune 500 companies. Her academic background includes a Master of Business Administration from Bowling Green State University, as well as certifications from Northwestern and Yale universities. She holds professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Sharon actively participates in professional organizations such as the Asian American Commerce Group, National Association of Women Business Owners, Ohio Business Broker Association, and Powell Chamber of Commerce. She also contributes to community initiatives including Better Money Habits and the National Association of Women Business Owners. Fluent in Chinese, Mandarin, and English, Sharon integrates her experience as a businessbuilder and strategist to assist clients in making critical financial decisions.

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.

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.

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.

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.