Charles Reymann is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019. Outside of his advisory role, he serves as an ambassador for the Charles and Salome Reymann Foundation, volunteering to support its Board of Directors and advocate for its cause. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides clients with written Recommendation Reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Brandon Smith is a Senior Financial Advisor and co-founder of The Geiger Smith Team, a nationally recognized financial advisory team based in Columbus. The team was named to the Forbes Best in State Wealth Management Teams list for 2024 through 2026. Brandon leads his wealth management practice and has played a key role in developing new talent at Merrill Lynch Wealth Management by running the new financial advisor training program and speaking at national conferences. With more than 20 years of experience providing financial advice to individuals, families, and businesses, Brandon works with clients including corporate executives, business owners, doctors, lawyers, and entrepreneurial professionals. His areas of focus include college education planning, institutional investment consulting, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Brandon graduated from The Ohio State University's Fisher College of Business with a bachelor's degree in finance. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, is FINRA Series 7 and 66 registered, and is licensed in Life and Health insurance by the State of Ohio. He is involved with professional organizations such as the Athletic Club of Columbus, College for Financial Planning, Ohio State Alumni, and Sigma Chi Fraternity. In the community, Brandon volunteers with Columbus Men for Others, Goodwill, and Merrill Bull Run. Outside of work, he enjoys spending time with his family and engaging in activities like basketball, softball, golf, and traveling.

Ana Ramirez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated before joining J.P. Morgan in 2017. Ramirez is also involved in community service, providing emergency medical services and serving on municipal committees focused on cultural affairs, inclusion, diversity, and public health. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through customized asset allocation advice, investment manager searches, and performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Mathew Luermann is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked within various divisions of J.P. Morgan since 2015. Prior to joining J.P. Morgan, Luermann was employed at Columbus State Community College for over a decade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating an ESG eligibility framework and broader derivatives capabilities.

Ryan Shenigo is a financial advisor with LPL Financial in Westerville, Ohio. He holds a Series 66 credential and has 10 years of industry experience. His prior work includes roles at JP Morgan Securities and Wells Fargo Advisors. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technological tools for operational and research purposes.

Meghan Mc Auley is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017, following a three-year tenure at Morgan Stanley Smith Barney LLC. 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 approach emphasizes non-discretionary, written asset allocation advice combined with investment manager searches and customized performance reporting.

Denise Cross is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Delaware City Schools and Meijer. Outside of her advisory role, she serves as vice president, treasurer, and secretary of a family-owned rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a national network of over 23,000 advisors.

Daniel Dickson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 19 years of industry experience. He has worked at J.P. Morgan Securities since 2011 and was previously employed at Merrill from 2007 to 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a specialized group of Wealth Advisors. Their advisory approach includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG frameworks where applicable.

Kevin Crook 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 entities in various roles since 2016. Outside of finance, he is the owner and partner of Crooked Comix LLC, where he finances and produces comic book ventures. 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 advisory process combines quantitative screening and qualitative research to offer written asset allocation advice and customized performance reporting while clients retain final decision-making authority.

Conley Blair is a financial advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 2019 and has served as a resource and guide for clients in various aspects of finance. Conley works closely with business owners, entrepreneurs, and ultra-affluent families to develop strategies that address their financial objectives, including college education planning, family wealth management, legacy planning, liquidity management, and personal retirement planning. Conley holds a bachelor's degree in Business Administration with a concentration in Finance from Liberty University. He has earned several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise spans portfolio management, tax minimization, philanthropic planning, and concentrated stock strategies. He emphasizes understanding clients' short-, mid-, and long-term goals to provide customized financial guidance. Outside of his professional role, Conley resides in Columbus, Ohio. He has interests in golfing, hunting, music, pickleball, running, soccer, tennis, traveling, and watching movies.

Zackary Cannata is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at JPMorgan Chase Bank, Amazon, and The Ohio State University. 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 through a non-discretionary program.

Owen Brennan is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this, he served in various roles within Fidelity Investments, including Relationship Manager (2025-2026), Financial Representative (2024-2025), and Financial Services Representative (2023-2024). Owen focuses on helping clients navigate financial complexity by building strong relationships and creating holistic financial plans tailored to each client's goals and concerns. His approach centers on simplifying complex decisions and providing clear guidance to help clients manage and grow their wealth over time. Outside of his professional work, Owen enjoys boating, cars, hiking, outdoor adventures, pets, and skiing.

Evan Halligan is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 designation. He has been in the industry since 2024, with prior experience at Lifetime Financial Growth and earlier roles in education at Butler University and Dublin City Schools. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes proprietary investment research and algorithmic tools, with recommendations implemented non-discretionarily by clients and their advisors.

Erin King is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 13 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Bank, N.A. since 2020 and previously spent eight years at Morgan Stanley. 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. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Michael Cress is a financial advisor at Merrill with 44 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Merrill since 1982, also serving Bank of America since 2010. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Williamson is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Advisors and Bueter & Associates Inc. Williamson is also a CPA and provides tax return preparation and tax audit consulting outside of his advisory work. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization with a range of managed account programs and third-party investment options.

Ryan Isler is a Series 66-licensed financial advisor at J.P. Morgan Securities with eight years of industry experience. He has worked at J.P. Morgan Chase and its affiliated entities since 2012. 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. The firm’s advisory process integrates quantitative screening, qualitative research, and an ESG eligibility framework, supported by centralized due diligence.

Andrea Cardwell is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services, The Huntington Investment Company, and Merrill. Outside of finance, she is an independent contractor for Mary Kay, involved in direct sales of cosmetic and skin care products. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process integrates quantitative and qualitative due diligence and may include ESG considerations, with implementation support from affiliated entities.

Thomas Puleri is a financial advisor with Merrill in Columbus, Ohio, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Merrill since 1986 and has been associated with Bank of America, N.A. since 2011. Outside of his advisory role, he is the owner of BalancedHappiness, a project focused on sustainable happiness which is being developed into an iPhone app. 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, and institutional investors.

Andrew Devantier is a financial advisor with Osaic, holding over 25 years of industry experience. He previously worked at Lincoln Financial Advisors for 24 years and operates Devantier and Associates, a CPA firm. In addition to his advisory role, he is involved in offering fixed insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, delivering a range of brokerage and advisory services through a multi-advisor platform. The firm uses model-based asset allocation and portfolio optimization tools, supporting various investment strategies and third-party manager selections.