Andrew Johnston is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation. He has 15 years of prior experience at Shipman, Dixon & Livingston Co. LPA and has been with his current firms since 2026. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party advisory solutions, and a range of financial planning and consulting services.

Denice Chun is a financial advisor with Stratos Wealth Partners, Ltd. She holds Series 63, 65, and 66 licenses and has 26 years of industry experience. Her prior roles include seven years at LPL Financial and six years running Hong Kong Bakery & Deli. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services from financial planning to outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

Susan Magyar is a financial advisor at Key Investment Services LLC with 24 years of industry experience. She holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, Chase Investment Services Corp., Nationwide Securities, LLC, and 1717 Capital Management Company. Outside of her advisory role, she is involved with her neighborhood homeowners association in Dublin, Ohio. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services and utilizes a multi-provider model for portfolio management and strategist oversight.

Scott Grotelueschen is a financial advisor with Guardian Life in Columbus, OH, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His prior roles include positions at LPL Financial and Merrill. He serves as a board member of The Walk Foundation, an organization focused on empowering athletes through faith, and participates annually in a mission trip for his church. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment solutions including advisor-led discretionary management, model-based strategies, and digital advisory services.

Sean Grzyb is a financial advisor at Creative Planning with 13 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Creative Planning in 2021, he worked for eight years at Lockton Investment Advisors, Lockton Financial Advisors, and Lockton Companies. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market exposure.

Gregory Beavers is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and two years of industry experience. He has been associated with Bankers Life and its affiliates since 2007, including roles at Bankers Life Securities, Inc. In addition to his advisory work, he is an insurance agent authorized to offer Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Jacob Williams is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds the Series 66 designation and has worked in various financial services roles, including at Gilmore Enterprises, Inc. DBA GA Financial Resources and United Planners' Financial Services of America. Outside of his advisory work, he is a self-employed musician. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and offers both discretionary and non-discretionary management across multiple platforms.

Brent Wagner is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working in the financial services industry since 1999 and joined Merrill in 2011. Brent utilizes a goals-based approach to help clients pursue long-term financial objectives, focusing on personal retirement planning, portfolio management services, and retirement income strategies. Brent holds a Bachelor of Science degree in Financial Management from The Ohio State University. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor (CPWA®), Chartered Retirement Planning Counselor™ (CRPC™), and Chartered Retirement Plans Specialist™ (CRPS™), among others. His expertise encompasses planning, portfolio management, insurance, banking and lending solutions through Bank of America, estate planning services, retirement planning, and education planning. Outside of his professional work, Brent enjoys football, hiking, and traveling. He emphasizes a personalized financial strategy developed through one-on-one collaboration with clients to address their goals, expectations, and risk tolerance.

Geoffrey Mccash is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously spent 24 years with Woodbury Financial Services. Outside of his advisory work, he is an officer of Sparrow Lodge #400, a local Masonic organization, and owns a sole proprietorship involved in oil and lubricant sales by referral. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, providing various managed portfolio options and third-party money manager programs.

Simon Maynard is a CFP® certificant with 18 years of experience in the financial industry. He has been with J.P. Morgan Securities since 1997 and has also worked at JPMorgan Chase Bank, N.A. since 2016. Based in Columbus, OH, Maynard holds Series 65 and Series 66 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Michael Turner II is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 16 years of industry experience. He has been with JPMorgan Securities and JPMorgan Chase Bank since 2014. 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 and qualitative research to build model asset allocations, incorporating an ESG eligibility framework and utilizing broader derivatives and commodities capabilities.

Aurelia Jackson is a financial advisor at Primerica Advisors in Dublin, OH, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to her financial career, she spent 20 years with the Pediatric Academic Association at Nationwide Children's Hospital. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm delivers advisory services through model-driven strategies managed by third-party asset managers, operating at scale with over 3,600 advisors and approximately $15.5 billion in assets under management.

Zachary Konvolinka is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Pds Planning, Inc., and Valeo Financial Advisors. He has also worked outside the financial industry, including positions at Jets Pizza and Camp Tecumseh YMCA. 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. The firm’s advisory process combines quantitative screens and qualitative research, incorporating forward-looking capital market assumptions and an ESG framework.

Thomas Mc Elroy is a CFP® professional with seven years of industry experience, currently associated with Ameriprise Financial Services in Dublin, OH. He has worked at Ameriprise since 2020 and previously at Alpha Financial Planning from 2016 to 2023. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include a Recommendation Report and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Dylan Haines is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to provide structure and clarity in their financial lives. Dylan aims to understand what matters most to his clients—whether it be building wealth, preparing for retirement, navigating major life transitions, or creating long-term financial security—and develops strategies aligned with those goals. His areas of expertise include investment strategy and portfolio management, retirement planning and income planning, planning around major financial decisions and transitions, aligning personal and business financial priorities for owner-led businesses, and managing risk to prepare for unexpected events. Dylan focuses on simplifying complexity and providing ongoing guidance as circumstances and markets evolve, helping clients make informed and confident decisions over time. Dylan holds a Bachelor's Degree from The Ohio State University and a Master of Business Administration (MBA) from Ashland University. He carries professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Dylan enjoys basketball, boxing, football, golfing, hiking, music, pickleball, running, spending time with his family, and traveling.

Eric Sitarski is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Chase Investment Services Corp., Banc One Securities Corporation, and Wells Fargo Advisors. Outside of finance, he works as a range safety officer at Eagle Gun Range. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative screening and qualitative research to build model asset allocations and incorporates ESG criteria where applicable.

Christopher Mcalpine is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and over 19 years of industry experience. He previously worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors in 2025. Outside of his advisory role, he serves as an assistant coach for Centerville City Schools boys soccer and as treasurer for Centerville High School girls soccer in Centerville, OH. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services like business-owner transition and sports and entertainment planning.

Craig Forsberg is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with LPL Financial in Dublin, OH, where he has worked since 2020. Prior to LPL, Forsberg held roles at Lincoln Investment and Legend Advisory Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Nicholas Windley is a financial advisor at Edward Jones in Columbus, OH, with two years of industry experience and a Series 66 designation. Prior to joining Edward Jones, he worked in roles at Target Corporation and Arrive Logistics, and had self-employed experience with ride-sharing services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of advisors and branches.

Robert Johnson is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and 10 years of industry experience. He has been with Primerica Advisors since 2015 and Primerica Financial Services since 2014. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.