Andrew Tracy is a financial advisor at Ameriprise with 19 years of industry experience. He holds the Series 66 designation and has worked previously at firms including J.P. Morgan Securities, The Huntington Investment Company, Morgan Stanley, U.S. Bancorp Investments, and Merrill. He is based in Delaware, Ohio. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, utilizing proprietary research and algorithmic tools.

Damon Owens is a financial advisor at Ameriprise with five years of industry experience and holds the ChFC® designation along with Series 66 and Series 63 licenses. His prior experience includes roles at The Huntington Investment Company and Northwestern Mutual. Outside of advisory work, he was involved with Links N Lemonade LLC for over a decade. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Bernier is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2012, following prior roles at Chase Investment Services Corp. and Fidelity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating forward-looking capital market assumptions.

Tyler Fout is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been a part of Fidelity Investments since 2020, initially serving as an Investment Consultant. Prior to joining Fidelity, Tyler worked as a Financial Planning Associate at Ameriprise Financial from 2019 to 2020 and as a Regional Internal Consultant focusing on Annuities at Nationwide Insurance from 2014 to 2019. As a Certified Financial Planner® professional, Tyler collaborates with clients to create and maintain comprehensive financial plans tailored to their individual needs and goals. He holds a California Insurance License, which supports his expertise in financial planning and investment consulting. Outside of his professional work, Tyler enjoys various personal interests including football, golf, hiking, parenthood, pets, and traveling. He spends time outdoors and values moments with his wife, dog, and two daughters.

Adam Roslovic is a CFP® with 17 years of experience in the financial industry. He has been with Edelman Financial Engines and its predecessor firms since 2016, including Financial Engines Advisors L.L.C. since 2018. Outside of advising, he serves as an executor of a family estate and has worked as a health and life insurance agent. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools to offer a range of discretionary and non-discretionary investment solutions.

Daniel Morrison is a Series 66-licensed financial advisor at J.P. Morgan Securities in Columbus, Ohio, with nine years of industry experience. He has been with J.P. Morgan Securities since 2017, following brief roles at MML Investor Services, Mass Mutual Life Insurance Company, and Liberty National Life Insurance. 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 approach combines quantitative and qualitative research supported by a centralized manager solutions team and includes broader derivatives and commodities capabilities.

William Garner is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 17 years of industry experience. He has worked at Ameriprise since 2016, currently based in Westerville, Ohio. Outside of his advisory role, he serves as Committee Chair for a local Cub Scouts pack. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendations and annual planning advice focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Jessica Sease is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan since 2015. Outside of her advisory role, she serves as the unpaid President of the Starview Condominium Association in Columbus, Ohio. 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. The firm’s advisory process combines quantitative and qualitative research, offering recommendations that may include ESG considerations and are implemented through affiliated investment-management entities.

Cynthia Elmore is a Senior Financial Advisor with The Cenname Team at Merrill Lynch Wealth Management. She has been providing support and advisory services to the team's corporate 401(k) and executive equity compensation plans since 2000. Cynthia assists individuals, families, and corporations by offering guidance to navigate the complexities of managing wealth and capitalizing on available resources. She serves as a key client contact and coordinates strategies incorporating insights from team members and specialists across the enterprise. With over 25 years of experience, Cynthia specializes in advising executives who have accumulated wealth through equity compensation plans. Her work encompasses wealth strategy, benefits analysis, investment management, cash-flow analysis, budgeting, liability management, retirement planning, higher education savings, and charitable giving. She is knowledgeable in diversification strategies and relevant legal requirements such as Form 144, Form 4 filings, and Rule 10b5-1 transactions. Additionally, Cynthia manages relationships with corporate employee benefits clients, facilitating the development and implementation of equity compensation plans, 401(k) plans, and profit-sharing plans. Prior to joining The Cenname Team, Cynthia served as the Director of Operations at The Huntington Investment Company, where she led multiple functional areas and participated on the Investment Product Committee and Management Team. She began her financial services career in 1991 after earning a Bachelor of Science degree in Finance from Miami University in Ohio. Cynthia holds several professional designations including Chartered Retirement Planning Counselor™, Certified 401(k) Professional, and Certified Plan Fiduciary Advisor®. Outside of work, she volunteers with organizations promoting sailing education for children. Cynthia resides in Columbus with her husband and two children and enjoys activities such as golfing and sailing with her family.

Anthony Di Novo is a financial advisor with Merrill in Columbus, OH, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of America, Guild Associates, and Guild Biosciences. He also has a background in education, having worked at the University of Dayton, Bishop Watterson High School, and St. Brendan Elementary. Merrill, together 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Devon Dobres is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Devon held positions at ACRES Capital and Foundation Title and has also worked in various roles at The Ohio State University. Merrill, along 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, pension and profit-sharing plans, corporations, and charitable organizations.

Monica Buckhout is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds the Series 66 designation and has worked at several major firms, including Morgan Stanley and Bank of America. She is currently based in Westerville, OH. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with capital market assumptions to create model allocations, including ESG considerations.

Katherine Amburgey is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Diamond Hill and JPMorgan Asset Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, leveraging a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its regulatory roles, use of algorithmic methods and AI in research, and its advisory services to multiple registered investment companies.

Howard Rudolph is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses with 20 years of industry experience. His career includes roles at JPMorgan Chase Bank, NA, Truist Advisory Services, Truist Investment Services, INC., and Harrisdirect LLC. He serves as a volunteer board member and coordinator for the Easton Youth Hockey Association, where he is involved in managing fundraising and organizational activities. 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 offers non-discretionary, customized asset allocation advice, investment manager searches, and performance reporting, supported by centralized due diligence and a team-based advisory process.

Philip Hemphill Jr. is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 14 years before joining Ameriprise in 2020. Outside of his advisory role, Hemphill is president and CEO of P. Randolph Financial Group, which provides investment management and practice management services, and he is involved in publishing and creating educational YouTube videos on life skills. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Adam Pusateri is a CFP® with 24 years of industry experience, currently affiliated with LPL Financial since 2021. He spent 19 years at Lincoln Financial Advisors and Lincoln National IIFE before joining LPL. Based in Columbus, OH, he is involved with Bluestone Wealth Partners, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan Ristofski is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, serving previously as a Workplace Planning Consultant from 2022 to 2025 and as a Relationship Manager from 2025 to 2026. Ryan focuses on financial planning and works closely with clients to develop goal-focused plans that evolve over time. He emphasizes building lasting relationships with clients and their families based on trust and collaboration. Ryan's professional experience at Fidelity Investments encompasses various aspects of financial planning and client relationship management. Outside of his professional life, he enjoys activities such as beach outings, biking, golf, playing instruments, spending time at the lake, and running.

Eric Franklin is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial advisory services to clients, helping them manage their wealth and plan for their financial goals. Details regarding his experience, educational background, credentials, personal interests, or community involvement have not been provided.

Nicholaus Warner is a Financial Advisor with Merrill Lynch Wealth Management. He partners with individuals, families, and business owners to provide comprehensive financial planning and wealth management services. His practice focuses on helping clients make confident financial decisions while building the future they envision. Nicholaus works with clients on various areas including college education planning, executive compensation, equity compensation services, legacy planning, liquidity management, personal retirement planning, tax minimization, and retirement income. He also collaborates closely with business owners to design and oversee retirement plans that support employee attraction, retention, and rewards. Nicholaus holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from the University of New Mexico. Outside of work, he enjoys adventure sports such as mountain biking, running, and hiking, and values spending time with his wife and three children in Columbus, Ohio.

Michael Hackett is a financial advisor at Osaic with 39 years of industry experience. He holds a Series 63 designation and previously spent 32 years with Lincoln Financial Advisors Corporation. Outside of his advisory role, he is the owner of Hackett Wealth Management, LLC. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation, portfolio optimization, and a range of managed account programs.