Erin Brown Eizensmits is a ChFC®-credentialed financial advisor with nine years of industry experience, currently associated with Edward Jones since 2017. Prior to joining Edward Jones, she worked at St. Mary Elementary for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and operates through a large network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

Austin Fisher is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Before joining LPL Financial in 2023, he worked at Rocky Brands Inc and spent four years at the University of Toledo. 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 advisory and brokerage services through a large network of representatives, employing a variety of investment strategies and technology tools alongside its broad suite of financial products.

Steven Muller is a financial advisor at Merrill with 27 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for Nationwide Investment Services Corporation for 26 years before joining Merrill in 2024. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Chris Fales is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has been with J.P. Morgan Securities LLC since 2015. 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 combines quantitative and qualitative due diligence supported by centralized research and may incorporate ESG criteria in its recommendations.

Benjamin Hauge is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Morgan Stanley, J.P. Morgan Securities, and First Republic Investment Management. His background also includes six years at Ohio University. 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 strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shane Morrison is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. His prior experience includes roles at Morgan Stanley, Capital One Financial Advisors, and Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities in derivatives and commodities.

Andrew Conley is a CFP® with 18 years of industry experience, currently serving as an advisor at J.P. Morgan Securities in Columbus, OH. His prior work includes roles at The Huntington Investment Company, TIAA, Nationwide Investment Advisors, PNC Wealth Management, Natcity Investments, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Christoph Chatfield is a financial advisor at Merrill with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2012 and Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kristi Arredondo is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2015. 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 a combination of quantitative and qualitative research.

Darnell Perkins is a financial advisor at OSAIC with 37 years of industry experience. He held a position at Lincoln Financial Advisors Corporation for 35 years before joining OSAIC in 2025. Perkins holds a Series 63 designation. Outside of his advisory role, he is licensed as an insurance agent offering fixed and equity-indexed annuities, as well as traditional life insurance. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm provides a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Helen Colon is a financial advisor with Ameriprise in Columbus, Ohio, holding a Series 66 designation and 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she owns and manages HMC Holding LLC, a business focused on managing her practice expenses. Ameriprise provides a retirement-income planning service aimed at individuals with significant investable assets, combining research and modeling with tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Katherine Festa is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley and UBS Financial Services. Her career spans roles at JPMorgan Chase Bank, N.A. as well as multiple positions within Morgan Stanley entities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence and uses both quantitative and qualitative research to develop model asset allocations.

Michael Barrett is a financial advisor at OSAIC with 30 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 29 years before joining OSAIC in 2025. OSAIC Wealth serves a diverse client base that includes retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by various advanced tools and third-party managers.

Jeffrey Acuff is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 27 years of experience focusing on private wealth, investments, estate planning services, and philanthropy. Prior to joining Merrill in 1996, he spent ten years at Ferrari North America, bringing valuable expertise from both corporate finance and wealth management sectors. Jeffrey and his team utilize a collaborative and coordinated approach, incorporating “high-touch, high-tech” systems to ensure ongoing portfolio reviews and frequent client contact. His practice includes family wealth management, legacy and philanthropic planning, liquidity management, and socially responsible investing, among other specialized strategies. Jeffrey holds a Personal Investment Advisor (PIA) designation and completed his high school education at Whitehall Yearling High School. He also attended The Ohio State University, though he did not receive a degree. He is a member of the Columbus Foundation professional advisors committee, reflecting his engagement with professional networks. Outside of his professional role, Jeffrey is a collector of vintage cars and motorcycles, and participates in vintage auto racing. He enjoys a variety of outdoor activities such as biking, hiking, fishing, scuba diving, and traveling with his daughter. Jeffrey is actively involved in community organizations including The MS Society, The Boy Scouts—where he achieved the rank of Eagle Scout—Habitat for Humanity, and the Columbus Foundation. He resides on five acres near Hoover Reservation with his daughter and their dog.

Jeff Towles is Vice President and Financial Consultant at Fidelity Investments, where he has served since 2008. He began his career at Fidelity in 1998 as a Brokerage Trading Specialist and has held various roles within the firm, including Financial Planning Consultant. Prior to returning to Fidelity in 2004, he worked as a Financial Advisor at Charles Schwab from 2002 to 2004. His experience spans financial planning and consulting, leveraging his long tenure in the industry to partner with clients and develop customized financial plans. Jeff holds a California Insurance License and focuses on helping clients pursue their financial goals and dreams through a holistic approach. Outside of his professional career, Jeff is married with three children. He is active in his sons' activities, including participating in Boy Scouts and attending football and track events. The family often visits their daughter at Miami University. Jeff's personal interests include fitness, hiking, reading, and volunteering.

Fallyn Stephens is currently serving as a Branch Leader at Fidelity Investments, a role she has held since 2026. In this capacity, she works with advisors to help them leverage the right resources to provide the standards of care to all clients they meet with. Prior to this role, she was a Branch Manager at Fidelity Investments from 2026 to the present, and before that, she worked as a Financial Consultant at Fidelity Investments from 2023 to 2026. Earlier in her career, Fallyn was a Financial Advisor at Ameriprise Financial from 2021 to 2023. Fallyn's professional experience spans multiple roles within the financial services industry, focusing on supporting advisors and delivering client services. Outside of her professional duties, she has personal interests in fitness and traveling.

Richard Elkhatib is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2016. 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’s advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Kristin Steele is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and six years of industry experience. She has been with JPMorgan Chase Bank, N.A. since 2008 and joined J.P. Morgan Securities in 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Patricia Moon is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several major firms, including Citigroup Global Markets and Wells Fargo Clearing. Patricia has been with J.P. Morgan Securities in various capacities since 2009. 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. The firm’s advisory process combines quantitative screening with qualitative research and may incorporate an ESG eligibility framework.

John Reymann is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients with at least $1,000,000 in net investable assets and $500,000 in Ameriprise-managed accounts, delivering non-discretionary, research-based recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.