Rhett Jefferies is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Brad Dickman is a financial advisor with Equitable Advisors based in Worthington, Ohio. He holds a Series 66 designation and has 20 years of industry experience, all with Equitable Advisors and its predecessor, Axa Advisors. His other business activities include outside insurance appointments. Equitable Advisors serves individual clients across a wide wealth spectrum, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Brian Fadley is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 19 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

Jerry Hall is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2013. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brooke Galassi is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with J.P. Morgan Securities since 2015. 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 large team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Dylan Forche is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank and other firms since 2020. Outside of finance, he has experience in hospitality, including a role at Old Bag Of Nails Pub. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

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.

Brandon Thornwell is a financial advisor with Primerica Advisors in Dublin, Ohio, holding a Series 63 designation and having four years of industry experience. His career includes multiple roles within Primerica and related entities since 2014, as well as positions at JP Morgan Chase and the Ohio High School Athletic Association. Outside of advisory work, he is involved in the sale of home security, automation products, and loan products through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited set of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs a tiered wrap fee structure and curates third-party asset managers, with operational oversight including model selection and trading delegated to BNY Mellon Advisors.

Christopher Neece is a financial advisor with OSAIC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Woodbury Financial Services, Morgan Stanley, and MissionSquare Retirement. He also works as an independent agent providing health and supplemental insurance consulting to businesses and operates McCash Financial Group, LLC, offering life, health, disability, and long-term care insurance. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and investment advisory services with a focus on diversified portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Justin Brewton is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2017, including prior roles at Fifth Third Bank and Best Buy. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tae Oak is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2017, following brief tenures at B|O|S and San Francisco Sentry Investment Group. He holds a Series 66 designation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment solutions.

Heath La Faber is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2016, following prior roles at The Huntington Investment Company and Acn Inc. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Travis Kendall is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 designations and nine years of industry experience. His career includes roles at Edward Jones, Morgan Stanley, and Prudential Financial. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized due diligence and 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.

Garnet Wahlund is a financial advisor at Equitable Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Equitable Advisors since 2010, following previous roles at Axa Advisors and Concourse Financial Group Securities. Outside of advisory services, he maintains appointments with several insurance carriers offering life, long-term care, and disability insurance products. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and proprietary tools.

Kelly Anderson 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 2016 through various affiliated entities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Amanda Spears is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2017. Outside of her advisory role, she contributes as a freelance entertainment writer for Gold Derby. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Rebecca Scott is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds the Series 63 and Series 66 credentials. Her prior work includes roles at JPMorgan Chase Bank, N.A., and PNC Bank and PNC Investments. 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Katrina Jackson is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding the Series 63 and Series 66 credentials and having nine years of industry experience. Her prior work includes positions at Morgan Stanley, Nationwide Investment Services Corporation, and E*TRADE Securities. Outside of her advisory role, she is the sole proprietor of Neon Homes and Equity LLC, a business based in Columbus. 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 recommendations.

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.