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, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Howard Rudolph is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and Harrisdirect LLC. He serves as a board member and volunteer coordinator for the Easton Youth Hockey Association, a nonprofit organization. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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.

Mary Mckenna is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and 11 years of industry experience. She previously worked at Safelite for seven years and has been with Primerica since 2015. Outside of advising, she is involved in internet retail sales in Columbus, OH. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers model-based investment strategies managed by unaffiliated asset managers and operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

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 the Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 32 years. He is the owner of Hackett Wealth Management, LLC. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pensions, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers.

Steven Rockwell is a financial advisor with LPL Financial in Westerville, OH, holding ChFC® and Series 66 designations and has 22 years of industry experience. His prior work includes roles at Edward Jones, The Huntington Investment Company, PRUCO Securities, Chase Investment Services, and Banc One Securities. Outside of his advisory role, he serves as CEO of a non-variable insurance business. 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 services, including access to model portfolios, third-party managers, and institutional platforms.

Michael Palao is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 25 years of industry experience. He has worked at J.P. Morgan Securities since 2013, with a concurrent role at JPMorgan Chase Bank beginning in 2018, enabling him to offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

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 worked at J.P. Morgan Securities since 2015, also maintaining a role at JPMorgan Chase Bank, N.A. since 2011. 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.

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.

Benjamin Osborne is a financial advisor with Ameriprise in Worthington, OH, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its related entities since 2006. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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 J.P. Morgan since 2001, including her current role at J.P. Morgan Securities since 2022. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Brianna Thomas is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 license and 11 years of industry experience. She has worked with Primerica Advisors since 2014 and has prior experience at UPS and Creative Cuisine. Outside of her advisory role, she is involved in a construction business, Pure Remodeling, based in Grove City, Ohio. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients, primarily as a wrap-fee solution rather than for institutional pension or profit-sharing plans.

Jessica Simpson is a financial advisor at Ameriprise with 19 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and its affiliate since 2006. Outside of her advisory role, she serves as president of the Trails End Homeowners Association board of directors. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm provides comprehensive, research-driven recommendation reports and combines algorithmic tools with advisor input to support tax-efficient withdrawal strategies and income planning.

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.

Zachary Welch is a financial advisor at Thrivent Investment Management with two years of industry experience. Prior to joining Thrivent, he spent ten years with Kempersports, where he was involved in golf operations. Outside of his advisory role, Welch continues to work in golf operations, assisting with day-to-day activities at a public golf course. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning covering retirement, tax, estate, and other areas. The firm offers a combined planning and managed-account program while maintaining separate service structures and does not serve institutional clients with portfolio management.

Fabian Padamadan is a CFP® with 19 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Columbus, OH. He has worked at J.P. Morgan Securities since 2013 and has experience with NHB Holdings LLC and JPMorgan Chase Bank, N.A. since 2017. 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 team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.