Pride Miller-Stevens is a Financial Consultant at Fidelity Investments, a role held since 2019. Prior to this, Pride served as Director, Retirement Planner at Fidelity Investments from 2018 to 2019, and as a Retirement Relationship Manager from 2014 to 2018. Pride began their career at Fidelity Investments as a Retirement Solutions Representative from 2012 to 2014. With over a decade of experience in financial planning, Pride works jointly with clients and their families to address financial goals including wealth accumulation, income needs, and wealth transfer.

Kathleen Martin is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. She holds the Series 66 designation and has 22 years of industry experience, including 14 years with J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary, written asset allocation advice supported by centralized due diligence and employs a combination of quantitative and qualitative research in its advisory process.

Thomas Jagels is a Series 66–licensed financial advisor with 13 years of industry experience. He has worked at J.P. Morgan Securities since 2016, following three years at UBS Financial Services. He is based in Columbus, Ohio. 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 focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

James Knox is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, with 32 years of industry experience. His prior roles include positions at Barclays Capital Inc. and JPMorgan Chase Bank, N.A. He holds Series 63 and Series 65 designations. 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. Its process combines quantitative and qualitative research, and it offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Amy Stimmel is a financial advisor with Ameriprise in Hebron, Ohio, holding 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she serves as Treasurer on the Board of Directors for the All Starz Gymnastics Boosters Club. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Julia Barchent is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2000. Outside of her advisory role, she manages a family craft business, Dandelion Crafts, as the sole member of its LLC. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brittany Dupont is a financial advisor with Merrill in Columbus, OH, holding a Series 66 designation and having 10 years of industry experience. She has worked at Merrill since 2014. Outside of her advisory role, Dupont is involved in fitness instruction, teaching classes at The Athletic Club of Columbus and operating her own fitness business, Get Fit Wit Britt LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Nicholas Beebe is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes roles at Bank of America, Gartner, and running a private business, Beebe's Co. LLC. He also has experience in education and hospitality. 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 investment strategies for a range of individual and institutional clients.

Daniel Miller is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including AFlac and WealthWave. Miller is also involved with Bella Vita Network and owns D. P. Miller and Co LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Talia Musolino is a financial advisor with LPL Financial in Columbus, OH, holding eight years of industry experience. She has worked with multiple firms, including Pfs Investments Inc and Primerica Financial Services, and has been associated with LPL Financial since 2020. Musolino also has experience with companies outside the financial sector, such as Amazon and DoorDash. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Alicia Dassylva is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2013. Prior to and during her tenure at Merrill, she has been associated with Bank of America, N.A. since 2020 in Columbus, OH. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Joseph Zahora is a CFP® with 16 years of industry experience and has been with J.P. Morgan Securities since 2016. He holds Series 63 and Series 66 licenses and is based in Columbus, Ohio. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process integrates quantitative screening and qualitative research, with recommendations limited to eligible strategies that may include an ESG eligibility framework.

Ryan Monahan is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with J.P. Morgan Securities since 2012. 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. Its advisory process combines quantitative and qualitative due diligence and incorporates ESG considerations, with implementation support from affiliated investment-management entities.

Bradley Hitzeman is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 registrations. His prior roles include positions at Scottrade, Inc., The Huntington Investment Company, and The Huntington Bank. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance along with access to discretionary separately managed accounts, leveraging multi-asset model portfolios and a centralized operational structure.

Mollie Schooley is a financial advisor at Merrill with a Series 66 designation and over 24 years of industry experience. Her prior positions include roles at Huntington National Bank and Fifth Third Bank. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Erika Hensinger is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2015, including a period under the JPMorgan Securities name. From 2020 to 2023, she was also affiliated with Color Street, LLC. 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 offers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Thomas Spear is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various divisions of J.P. Morgan since 2004, including roles at J.P. Morgan Investment Management Inc. and Chase Investment Services Corp. He is based in Columbus, Ohio. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with quantitative and qualitative research and incorporates ESG considerations, offering a broad range of investment strategies supported by affiliated implementation services.

Adam Abramowitz is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1995. Outside of his advisory role, he serves as a referee for local youth and adult hockey leagues. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tyler Klepek is a financial advisor with LPL Financial in Columbus, Ohio, holding a Series 66 designation and 11 years of industry experience. He previously worked at Lincoln Financial Advisors for six years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bradley Kimpton is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. He holds Series 63 and Series 66 licenses and has 10 years of industry experience, all with JPMorgan Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary, written asset allocation advisory program. Their process includes centralized due diligence combining quantitative screens and qualitative research, offering customized investment recommendations within an ESG eligibility framework.