Kurt Lykins is a CFP® with four years of industry experience, currently serving as a financial advisor at Ameriprise. His career includes roles at Ameriprise since 2020 and involvement in accounting and consulting through his own firms. He also works as a part-time instructor at Otterbein University, teaching business-related courses. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team to deliver tailored, tax-efficient recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

J Alexander is a financial advisor with Ameriprise in Columbus, OH, holding a Series 63 designation and bringing 52 years of industry experience. He has been with Ameriprise and its affiliated entity since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, primarily focusing on assets held in Ameriprise Managed Accounts.

Kevin Clark is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Prior to joining Ameriprise in 2018, he worked at Bank of America and Merrill from 2014 to 2018. Outside of his advisory role, Clark owns and operates Arch City Living LLC, providing professional consulting services, and Arch City Tax Services LLC, which offers tax preparation and planning. He also serves on the Financial Planning Advisory Board at Franklin University. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering tailored Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support these plans, with an emphasis on assets held in Ameriprise-managed accounts.

Karan Ubhi is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior work experience at JPMorgan Chase Bank, N.A., Bank of America, Merrill, and the Cleveland Browns Football Co LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Nigel Stinson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His career includes roles at DoorDash and several positions related to Ohio State University and Columbus State. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth individuals, pension plans, corporations, and charitable organizations.

Michael Foley is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has more than 27 years of experience providing financial and wealth management advice and services. Michael works with clients to manage their portfolios by analyzing the risk and return balance among equities, fixed income securities, alternative investments, and wealth preservation strategies. His primary areas of practice include wealth management, business retirement plans, and corporate loans/financing. Michael holds a bachelor's degree in Accounting and Finance from The Ohio State University. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is a member of the Finance Council at Saint Timothy Church and volunteers with the Boy Scouts of America. In his approach, Michael emphasizes understanding clients’ life priorities to create personalized wealth management strategies based on their goals and aspirations. Outside of his professional work, he enjoys biking, camping, hiking, photography, and spending time with his family.

William Watson is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Woodbury Financial Services and VOYA Financial Advisors. He is also involved in recommending insurance products such as term and permanent life insurance, long-term care insurance, disability insurance, and fixed indexed annuities as part of his broader financial services practice. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of asset-allocation tools and supports both discretionary and non-discretionary account management with access to third-party money managers and unified platforms.

Allyse Malooly is a financial advisor with Ameriprise Financial Services in Columbus, OH, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise since 2015, serving in various capacities within the firm. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, leveraging a centralized team that provides written Recommendation Reports and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Brandi Critchett is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Key Investment Services LLC, KeyBank, and TIAA. 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 through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Andrew Sinko is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Investments. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kenneth Morris Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has previously worked at LPL Financial for 14 years and also owns Side Enterprises, LLC, a manufacturing company that sells water hoses directly to consumers. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options including discretionary and non-discretionary services, financial planning, and access to third-party money managers.

Richard Mills is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Cambridge Investment Research Advisors for 10 years. Mills is also involved in insurance and tax-related business activities through Bishoff Financial Group, where he performs insurance agency duties and supports tax planning and preparation. OSAIC serves a wide range of retail and institutional clients through a large network of advisers and advisory platforms, offering integrated brokerage and investment advisory services with a focus on asset allocation, risk management, and diversified portfolio construction.

Dan Jay is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds a Series 63 designation. Outside of his advisory role, he serves as a co-trustee of a revocable trust set up by his mother. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Traci Born is a financial advisor with Raymond James Financial, holding a Series 66 designation and 30 years of industry experience. She has worked with Raymond James Financial Services Advisors, Inc. since 2012 and previously with Delaware County Bank. In addition to her advisory role, she is the owner of Born Investment Group LLC, a support company based in Columbus, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning and consulting, utilizing risk profiling and modeling tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Samuel Buford is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 designation with 11 years of experience at the firm since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jasmina Daniels is a financial advisor at Merrill with 18 years of industry experience, including eight years as a licensed advisor. She holds a Series 66 designation and is based in Columbus, Ohio. 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 a range of individual and institutional clients.

Jennifer Jenkins is a financial advisor with LPL Financial in Columbus, Ohio, holding a Series 66 designation and eight years of industry experience. She previously worked at Lincoln Financial Advisors Corporation from 2015 to 2021 before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various model portfolios, third-party subadvisors, and proprietary research tools.

Anthony Lolli is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at BMO Nesbitt Burns Securities LTD, BMO Harris Financial Advisors, Inc, BMO Private Bank, and JPMorgan Chase Bank, N.A. He is based in Columbus, OH. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending investment strategies and offers services on a non-discretionary basis.

Samuel Messerly is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Merrill, and Bank of America. Messerly is based in Upper Arlington, Ohio. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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.