Brian Owen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019, and previously spent over two decades at Charles Schwab and Charles Schwab Bank. 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 due diligence with forward-looking capital market assumptions, and includes capabilities in derivatives and commodities.

Kirsten Benedict is a Series 66-licensed advisor with J.P. Morgan Securities in Columbus, OH, with two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A., and work in engineering and academia at Miami University. 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 written asset allocation advice, investment manager searches, and customized performance reporting. The program uses a combination of quantitative and qualitative research to develop model asset allocations and incorporates ESG criteria where applicable.

Hernando Martinez is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012. Prior to joining J.P. Morgan, he was involved with Clinical Trials of Texas, Inc. from 2020 to 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, offering recommendations that may include ESG considerations.

Mark Nicholls is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and 35 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Banc One Securities Corporation for 23 years. 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. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG considerations, and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Scott Dye is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at Waddell & Reed, Cavanal Hill Investment Management, and BOK Financial Securities. Outside of his advisory work, he is the head youth football coach at Columbus Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions, supported by a large network of advisors and advanced operational tools.

Jeffrey Daniels is a Senior Vice President and Wealth Management Advisor with The Barcza Group at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, managing new wealth, and retirement income. Jeffrey works closely with clients to design and manage investment portfolios, conducting thorough due diligence on money managers and mutual funds, while providing strategies for retirement and estate planning. Jeffrey holds a bachelor's degree in finance from The Ohio State University and is a CERTIFIED FINANCIAL PLANNER® (CFP) as well as a Personal Investment Advisor (PIA). A lifelong resident of Ohio, he began his career with Merrill Lynch in 1994. Outside of work, Jeffrey is actively involved in his community, serving as head coach at St. Michael's Church since 1997 and as a member of Rotary since 2008. He enjoys cooking, golfing, traveling, and spending time with his family.

Adelbert Duffy is a financial advisor with LPL Financial based in Westerville, OH, holding a Series 66 designation and bringing 21 years of industry experience. His career includes roles at UBS Financial Services, Cuso Financial Services, and United Federal Credit Union. He serves as a board member of the Mount Carmel Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning and advisory services to individuals, retirement plan participants, banks, trust companies, and institutions, providing access to model portfolios, third-party asset managers, and institutional platforms.

Brinton Brafford is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2007. He began his career at Merrill after working as Assistant Director in the Financial Aid Office at Ashland University. In his role, Brinton manages personalized and defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment solutions. He also serves as a Retirement Benefits Consultant, focusing on defined contribution plans and providing ERISA 3(21) Fiduciary Advisory Services to Plan Sponsors. Brinton holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He graduated with a Bachelor of Arts degree from Ashland University and was part of the Ashbrook Scholar program. He resides in Mansfield, Ohio with his wife, Susan, their two children, and several family pets. Brinton's client focus areas include college education planning, divorce transition planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, tax minimization, and retirement income.

Courtney Vysocky is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and having 19 years of industry experience. Her prior work includes roles at Edward Jones and Chase Investment Services Corp. Outside of her advisory duties, she serves as a board member for the Cougar Wrestling Club and the Children’s Craniofacial Association, both nonprofit organizations. She is also a FINRA arbitrator, resolving securities-related disputes. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence, quantitative and qualitative research, and may include ESG considerations.

Mc Kenzie Allen is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in helping individuals and families plan for retirement and manage their wealth through personalized financial strategies. Her expertise includes college education planning, family wealth management, legacy planning, retirement income, and portfolio management services. Mc Kenzie and her team work to guide clients from their current financial situation to their long-term goals. Mc Kenzie holds a Bachelor's Degree from Ohio University and holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. She serves on the board of the Marietta Noon Rotary Club and is involved with community initiatives such as Camp Boost - Summer Treatment Program. Mc Kenzie is active in the Mid-Ohio Valley where she grew up, engaging in outdoor activities such as gardening, hiking, snowboarding, and boating on the Ohio River. She also enjoys crossfit and spending time with her friends and family.

Lincoln Bullock is a financial advisor with Edward Jones in Westerville, OH, holding a Series 66 designation and two years of industry experience. He has been with Edward Jones since 2023 and also manages a bar on weekends in Athens, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a large network of advisors and branch offices.

Bradley Starcovic is a financial advisor with Edward Jones in Powell, OH, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for Martini Modern Italian from 2014 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large national network of financial advisors and branch offices. The firm provides both discretionary and non-discretionary solutions, tax-efficient services, and operates under a fiduciary standard.

William Aurand is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. He 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. Their non-discretionary 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.

Christa Mcgrew is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 designation and has worked within various branches of Raymond James since 2016. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Branden Joe is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials with five years of industry experience. Before joining J.P. Morgan, he worked at Alliance Bernstein and held various roles in medical and health companies. He serves as a board member of the Upper Arlington Education Foundation, a nonprofit supporting student initiatives outside the school district's budget. 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 program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, with centralized due diligence and a regulatory framework that includes derivatives and commodities capabilities.

Kristen Mc Kelvy is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds a Series 66 designation and has worked at Merrill, Chase Investment Services Corp., and Wamu Investments, Inc. prior to joining J.P. Morgan Securities in 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process integrates quantitative and qualitative due diligence and incorporates forward-looking capital market assumptions to support institutional clients' investment decisions.

Larry Behum is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 registrations. He has 15 years of industry experience and previously worked at firms including Natcity Investments, Merrill, and A.G. Edwards & Sons. Outside of finance, he is owner and partner of Labmark Exteriors, LLC, a residential exterior construction business. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, supporting clients with non-discretionary guidance and access to a broad range of investment strategies.

Darrin Wirhouski is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at notable firms including Morgan Stanley and Merrill. 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 written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates an ESG eligibility framework.

David Kallenberg is a financial advisor with Raymond James & Associates in Westerville, OH, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by firm research and multiple portfolio management styles.

Neal Patel is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior roles include positions at Bank of America, J.P. Morgan Securities, and Coastal Equities, Inc. 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 investors, and institutional entities.