Michael Palao is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill and Banc of America Investment Services. He is also employed by JPMorgan Bank, enabling him to offer certain bank products and services alongside his advisory role. 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 supported by centralized due diligence and a combination of quantitative and qualitative research.

Steven Knight is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2015, also working within JPMorgan Chase Bank since 2011. 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 advisory process combines quantitative screening and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with client decision-making authority maintained throughout.

Gwendolyn Nichols is a PFS™ credentialed advisor with Cetera, based in Westerville, Ohio, and has three years of industry experience. She also serves as president of Nichols & Company, CPAs Inc., providing tax, accounting, and consulting services. Nichols holds board positions with The Vida S. Clements Foundation, Ourday Preschool, and The Lakeside Association, all nonprofit organizations focused on education, community, and cultural enrichment. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, ranging from automated allocations to bespoke strategies, overseeing more than $256 billion in assets.

Katie Wolfe is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Cetera. Her prior roles include positions at Avantax Advisory Services and Ignyte Financial, where she is also COO. Wolfe serves as a board member of Ohio House Rabbit Rescue, participating in governance and volunteer activities for the organization. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large network of independent advisors who provide services to individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning solutions through multiple program structures and custodial relationships.

Svetlana Will is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has been with JPMorgan Chase Bank, N.A. since 2001, joining J.P. Morgan Securities in 2022. 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 and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model allocations and offers certain portfolio services through affiliated entities.

Jessica Simpson is a financial advisor with Ameriprise, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its related entities since 2006. Outside of her advisory role, Simpson serves as president of the Trails End Homeowners Association board of directors. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on dependable income and tax-efficient withdrawal strategies.

Natalee Adams is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Wright Patt Credit Union, PNC Bank, Nationwide Financial, and the City of Columbus. Outside of her advisory work, she is involved with TRLT Ventures LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning advice and a written Recommendation Report for clients approaching or in retirement.

Fabian Padamadan is a Certified Financial Planner (CFP®) with 20 years of industry experience. He is currently with J.P. Morgan Securities in Columbus, OH, where he has worked for over a decade, alongside roles at JPMorgan Chase Bank, N.A. and NHB Holdings LLC. 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 advisory framework.

Patrick Giller is a financial advisor at OSAIC with 32 years of industry experience. He holds a Series 63 designation and has worked extensively with Lincoln National Life Insurance Company and its affiliated entities since 1993. In addition to his advisory role, he is an insurance agent offering accident and health, disability, traditional life insurance, fixed annuities, and life settlements. Osaic Wealth serves a diverse client base including retail and institutional investors, providing a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Emily Seerden is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. Her prior roles include positions at JP Morgan Securities and JPMorgan Chase Bank. She also has experience working with the Columbus Dance Centre. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors using model portfolios, third-party subadvisors, and customized strategies.

Samuel Muller is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, The Prudential Insurance Company of America, and SpaceX. Outside of finance, he is involved with Pack Tactic Games, a business he has been associated with since 2026. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities in derivatives and commodities.

Amy Rash is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. She has worked with J.P. Morgan Securities for over two decades, with a brief tenure at Morgan Stanley in 2022. Rash also serves as a FINRA arbitrator for ad hoc cases involving disputes between investors and brokerage firms. 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 process combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework and offering broader derivatives and commodities capabilities.

Riley Larimore is a Series 65-licensed financial advisor with 18 years of industry experience, currently working at Edelman Financial Engines in Columbus, OH. He has been with the firm and its predecessor entities since 2012, including time at The Mutual Fund Store from 2008 to 2012. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with a focus on diversified model portfolios and long-term orientation.

Sarah Barnhart is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her career includes roles at Morgan Stanley and Citigroup Global Markets. Outside of her advisory work, she is involved in direct sales for a skincare company, Rodan and Fields LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Susan Scrimenti is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has been with Merrill since 1996. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alaina Elliott is a financial advisor with Thrivent Investment Management in Sunbury, OH, holding Series 65 and Series 63 credentials and two years of industry experience. Her prior work includes roles at Empower Financial Services, New York Life Insurance Company, and NYLIFE Securities LLC. Outside of finance, she has nearly three decades of experience with The Dance Loft. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and written recommendations across a wide range of planning topics. The firm’s approach separates planning from portfolio management and emphasizes regular reviews without discretionary trading authority.

Sandra Holland is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at ACA Global, PNC Wealth Management, Raymond James & Associates, and Ameriprise Financial. She is also commissioned as an Ohio notary. 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 centralized due diligence and combines quantitative and qualitative research to develop model asset allocations.

Laura Rankin is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. She has worked at Cambridge Investment Research since 2020 and previously at Edward Jones from 2015 to 2019. Outside of her advisory work, she is involved in small business activities including ownership of a meal prep service and roles as a waitress and bartender. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Jason Palmer is a financial advisor with Ameriprise in Sandusky, Ohio, holding a Series 66 designation and 22 years of industry experience. He previously worked for RIVERSOURCE DISTRIBUTORS INC for 12 years before joining Ameriprise in 2024. Palmer serves as Secretary on the Dublin Jerome Marching Band Board, a nonprofit organization associated with Dublin City Schools. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver tailored, algorithm-assisted recommendations focusing on income sources, tax efficiency, and Social Security options.

Kathleen Fisher is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Chase Investment Services Corp., UBS Financial Services, and RBC Capital Markets. Fisher is also Vice President and Primary Licensee of Chase Insurance Agency, Inc. 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 supported by centralized due diligence and a combination of quantitative and qualitative research.