Jhana Rae Cole is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and five years of industry experience. She has worked at several firms including Morgan Stanley, E*TRADE Securities, and JPMorgan Chase Bank. Outside of her financial career, she is involved in an event services business specializing in dessert table setups for celebrations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Andrew Simpson is a financial advisor with J.P. Morgan Securities in Delaware, Ohio, holding a Series 66 designation and two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, LPL Enterprise, Prudential Financial, and Darden Restaurants. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment 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 previously worked at RBC and UBS. Outside of his advisory role, he has experience working at Schottenstein Arena and the City of Upper Arlington. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Joshua Reynolds is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including PNC Investments LLC, Fifth Third Bank, The Huntington Investment Company, and Community Trust Bank. His career spans a range of financial services roles across multiple organizations. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, ERISA retirement services, and access to various manager platforms, with more than $256 billion in assets under management.

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 worked at Fidelity since 2017, following earlier roles at Northwestern Mutual and Ohio State University. She is currently affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it offers a range of advisory and management services including fund advisory and oversight of sub-advisers.

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 with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. He has been with JPMorgan Securities LLC since 2013. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

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 designations and previously worked at 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 to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Chris Fales is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities LLC since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and incorporating ESG criteria in its investment 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 CFP® with 32 years of industry experience, currently serving at J.P. Morgan Securities. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019, and previously at Morgan Stanley from 2016 to 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Jeffrey Danziger is a CFP® with 17 years of experience in financial advising, currently with Edward Jones in Columbus, OH. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.