David Bookheimer is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses. Prior to his current role, he worked at Bass Pro Shops and Amazon, and attended The Ohio State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence using quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Evan Shvach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2014 and focuses on relationship and wealth management for his team’s clients. Evan provides a comprehensive approach to managing wealth that begins with understanding each client’s priorities and goals, delivering personalized financial strategies tailored to their needs. He offers access to both Merrill’s investment insights and Bank of America’s banking services to address various aspects of clients’ financial lives. Evan’s areas of expertise include college education planning, employee benefits planning, executive compensation, managing new wealth, personal retirement planning, portfolio management, and retirement income. He holds a Bachelor of Science in Finance from The Ohio State University, earned in 2016, and holds the Personal Investment Advisor (PIA) designation. Evan and his wife reside in Pickerington, Ohio. Outside of work, his interests include basketball, cooking, football, golfing, ice hockey, volleyball, and spending time with his family.

James Johnson is a financial advisor at Osaic with 11 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors for 10 years. Outside of his advisory role, he is also an insurance agent offering fixed insurance products, including fixed and indexed annuities. Osaic Wealth serves a diverse client base, including retail investors, institutional clients, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment process and multiple platform arrangements.

Devin Mullane is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 18 years of industry experience. He previously worked at Chase Investment Services Corp. before joining J.P. Morgan Securities in 2012. Outside of his advisory role, Mullane operates an art sales business online, donating a portion of the proceeds. 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.

Cheryl Mccue is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She previously worked at The PNC Financial Services Group and is also involved in tutoring early learners through Kumon. In addition, she operates an e-commerce business selling various items on eBay. J.P. Morgan Securities provides institutional consulting services focusing on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm supports its advisory process with centralized due diligence and offers broader derivatives and commodities capabilities relative to many institutional advisory programs.

Jack Kahaian is a financial advisor with Thrivent Investment Management and holds a Series 66 credential. He has three years of industry experience, including roles at Thrivent Financial and Thrivent Investment Management Inc. Prior to his advisory career, he was president of 1820 Collective, Ltd., a hair salon, for 17 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers goal-based analyses and planning that address a wide range of financial topics, delivered through a network of advisors without discretionary trading authority.

Gregory Thompson is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously at Chase Investment Services Corp. and JPMorgan Chase Bank, N.A. He has been with his current firm and affiliated entities for over 19 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, with recommendations limited to eligible strategies that may incorporate an ESG eligibility framework.

Conor Flanagan is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing 20 years of experience in the financial services industry. He joined Merrill in 2015 and focuses on providing clients with customized financial strategies tailored to their personal goals. Conor's expertise includes education planning, employee benefits planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Bachelor's Degree from Bowling Green State University and completed the Accelerated CFP® course at The Ohio State University. He is a CERTIFIED FINANCIAL PLANNER™ certificant and also holds the Chartered Financial Consultant® certification, as well as the Personal Investment Advisor (PIA) designation. Outside of his professional work, Conor engages in golfing, reading, running, soccer, tennis, and spending time with his family. He works one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals.

Jhana Rae Cole is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 credential and five years of industry experience. She has previously worked at Morgan Stanley, E*TRADE Securities, and other financial firms. Outside of her advisory role, she is involved in an event services business specializing in dessert table setups for various occasions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized manager solutions team.

Andrew Simpson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Prudential Financial and LPL Enterprise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Ethan De Naeyer is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities, JPMorgan Chase Bank, RBC, UBS, and other organizations since 2021. 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 through a non-discretionary advisory program.

Keith Yates is a financial advisor with Ameriprise in Powell, OH, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized planning, with a centralized team supporting advisors and a process that incorporates algorithmic automation overseen by a Retirement Income Oversight Committee.

Krista Cavalieri is a Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2022. She is a Certified Financial Planning™ professional committed to guiding clients through important financial decisions with clarity and compassion. Krista's approach emphasizes understanding personal dreams and unique journeys to help clients pursue their financial goals. Her professional experience includes roles as a Money Coach at Ellevest from 2021 to 2022, an Associate Wealth Manager at Budros, Ruhlin, & Roe from 2019 to 2020, and Owner & Lead Advisor at Evolve Capital from 2016 to 2019. This diverse background contributes to her expertise in wealth planning and financial coaching. Outside of her professional work, Krista enjoys activities such as spending time at the beach, cooking and baking, family activities, parenthood, puzzles, and reading.

Jessica Moore is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2011. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Chelsea Benninger is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has held various roles at Fidelity and Northwestern Mutual between 2012 and the present. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including model portfolio construction using systematic methodologies and long-term asset allocation benchmarks. The firm offers discretionary and non-discretionary advisory services and is noted for its use of algorithmic methods, AI in research, and advisory roles to multiple registered investment companies.

Janet Gabel is a financial advisor with Ameriprise in Pickerington, Ohio, holding a Series 63 designation and 26 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income plans, primarily for clients with assets managed within Ameriprise.

Cary Hanosek serves as a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 25 years of experience guiding individuals, families, businesses, and nonprofits. Her expertise encompasses impact investing, social enterprises, Environmental, Social, and Governance (ESG) strategies, and philanthropic planning. Cary also focuses on areas such as college education planning, divorce transition planning, family wealth management strategies, and liquidity management. She previously worked on the Huntington Investments Trading Floor and with Huntington's Private Bank investment team prior to joining Merrill in 2000. Cary holds a Bachelor's degree in Economics from The University of Virginia and has earned multiple professional designations including CERTIFIED FINANCIAL PLANNER®, Chartered Advisor in Philanthropy®, Certified Exit Planning Advisor (CEPA®), Chartered Retirement Planning Counselor™, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is recognized as a Smart Women Awards Finalist for the Progressive Entrepreneur Award in 2015 and received the Springfield City Schools Alumni of Distinction Award in 2020. Outside of her professional work, Cary is involved in community organizations such as the Women Presidents' Organization (WPO), Entrepreneurs' Organization (EO), and has served as Chair of the YWCA of Columbus Endowment Board. She has co-founded The Merrill Bull Run, which has raised significant funds for Nationwide Children's Hospital, volunteers at her church, and provides counseling to families affected by pediatric epilepsy. Cary enjoys running, reading, watching documentaries, supporting her children's activities, and advocates for people with disabilities through her Adaptive Apparel line inspired by her youngest daughter. She resides in Upper Arlington with her husband and two daughters.

Nicole Reehil is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Merrill since 1999 and has also worked at Bank of America, N.A. since 2011. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Ameer Akrouche is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, N.A., PRUCO Securities, LLC, and involvement with Two Crowns Timepieces and Watch Talk Consulting. 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 a range of clients including individuals, high-net-worth clients, and institutional entities.

Renaldo Beltran is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2013, following earlier roles at Citigroup Global Markets and Citicorp Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver customized asset allocation advice, investment manager searches, and performance reporting, with clients retaining final decision-making authority.