Jerry Hall is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and previously worked at PNC Wealth Management from 2010 to 2013. 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. The firm’s advisory process incorporates centralized due diligence and combines quantitative and qualitative research to develop model asset allocations.

Brooke Galassi is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 designations and having 22 years of industry experience. She has worked at J.P. Morgan Securities since 2015, following roles at Ausdal Financial Partners, Inc. and Citigroup Global Markets. 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 searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Sean Stark is a financial advisor with LPL Financial based in Westerville, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at multiple firms including Magellan Financial, GWN Securities, and Ameritas Investment Corp., and is also involved with Stark Financial Group, a business he has operated for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of financial planning and portfolio management services, utilizing multiple advisory platforms, model portfolios, and third-party subadvisors.

Dylan Forche is a financial advisor at J.P. Morgan Securities with three years of industry experience and holds a Series 66 designation. His work history includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, NA, and various other positions spanning financial services and unrelated fields. 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’s advisory process combines quantitative and qualitative research and incorporates ESG criteria within a broader derivatives and commodities capabilities platform.

Ronald McClure is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on personal retirement planning, tax minimization, and retirement income strategies. He works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Ronald is part of the Hatley Strand McClure Team, which brings over 65 years of combined experience to provide a client-first approach to wealth management, emphasizing honesty, integrity, and proactive communication. Ronald’s professional background includes entrepreneurial experience founding RAM II Companies, a lawn care and home maintenance business, and serving as Director of Transportation for a local school district. His approach centers on building trusted relationships and guiding clients to establish and maintain a legacy for themselves and their families. Ronald holds a Bachelor's Degree from The Ohio State University and is a Personal Investment Advisor (PIA). He is actively involved in his community as a member of the Grove City Church of The Nazarene and as Sergeant at Arms of the Grove City Rotary Club. Outside of his professional and community activities, Ronald enjoys spending time with his wife Jennifer and their five children. His personal interests include boating, camping, table tennis, and volleyball. He also participates in the OSU Alumni Band and is a supporter of Ohio State sports.

Justin Brewton is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and had prior experience at Fifth Third Bank and Best Buy. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a centralized due diligence process.

Tae Oak is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017. Prior to that, he worked at B|O|S and San Francisco Sentry Investment Group. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process incorporates both quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

Heath La Faber is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities since 2016, following six years at Acn Inc. 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, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence using quantitative and qualitative analysis and includes capabilities in derivatives and commodities.

Travis Kendall is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones, Morgan Stanley, The Huntington Investment Company, Bank of America, Futurety, and Prudential Financial. 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. The firm’s advisory process combines quantitative screening and qualitative research supported by a centralized manager solutions team and incorporates an ESG eligibility framework.

Justin Baker is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The Simonton-Walsh-Hanosek-Mangum Wealth Management Group. He works with a diverse range of clients, including many business owners across Ohio and in 25 other states. Justin takes a planning-based approach to client relationships, assisting clients in explaining their situations and exploring their financial goals. His expertise includes corporate executive services, divorce transition planning, education planning, retirement planning, portfolio management, small business strategies, and sports and entertainment financial services. Justin holds the Certified Plan Fiduciary Advisor (CPFA) designation and has credentials as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). He graduated from LaGrange College in Georgia with a Bachelor's degree in Business Management, concentrating on Market Research and International Economics. Since joining Merrill in 2014 after a career in sports marketing and golf course management, Justin focuses on implementing strategies involving investment, retirement, insurance, and liability management. He is active in his community as the varsity pitching coach at Dublin Scioto High School and previously served as an assistant freshman and JV baseball coach at Dublin Jerome High School. Justin enjoys spending time with his wife Kristina and their two children, playing golf, boating, cooking, and supporting Auburn University's football team.

Kelly Anderson is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 credential and has worked at various JP Morgan entities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Amanda Spears is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked at J.P. Morgan Securities since 2017 and briefly at Wedbush Securities in 2017. Outside of finance, she contributes as a freelance writer for Gold Derby, an entertainment news platform. 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 combines quantitative and qualitative research and incorporates ESG eligibility frameworks, offering a range of specialized investment and portfolio services.

Shane Jarrett is a Series 66-registered financial advisor with 13 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously worked at Southeast Planning Associates and OUCU. 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’s advisory process combines quantitative and qualitative research and offers access to broader derivatives and commodities capabilities.

Rebecca Scott is a financial advisor with J.P. Morgan Securities based in Columbus, OH. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. Her prior work experience includes roles at PNC Bank and PNC Wealth Management. 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 advisory process combines quantitative screening and qualitative research to deliver written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Katrina Jackson is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 designations and nine years of industry experience. Her background includes roles at Morgan Stanley and E*TRADE Securities, among others. Outside of her advisory work, she is the sole proprietor of Neon Homes and Equity LLC, an investment-related business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager research, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and incorporates ESG eligibility frameworks, serving clients with a broad range of investment strategies and derivatives capabilities.

Kathryn Hoyt is a Series 66 licensed advisor with Merrill, based in Columbus, Ohio, and has 14 years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she owns Monthly Maker, a small business that sells monthly craft kits. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joel West is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He has held roles at J.P. Morgan Securities LLC, Huntington Bank, The Huntington Investment Company, and Fidelity Investments. Outside of his advisory work, he works as an independent contractor delivery driver for DoorDash. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a team of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Raymond Barcus is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation with 20 years of industry experience. His career includes over a decade at various J.P. Morgan entities and prior experience 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 within a non-discretionary advisory framework.

James Moore is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes multiple tenures at J.P. Morgan Securities interspersed with roles 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG considerations and derivatives capabilities.

Melissa Hall is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at PNC Investments for 19 years before joining J.P. Morgan Securities. 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’s advisory process incorporates both quantitative and qualitative research supported by a manager solutions team, and it offers specialized capabilities in derivatives and commodities.