T. Robertson III is a financial advisor with Merrill in Columbus, OH, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, including 19 years at Fifth Third Securities and Fifth Third Bank before joining Merrill and Bank of America in 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Noah Clawson is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior roles include positions at Ameriprise Financial and Sodexo, as well as several years in education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account programs through a consolidated billing option called WealthPlan.

Celia Powers is a Series 66-licensed financial advisor with Equitable Advisors in Columbus, OH. She joined the firm in 2026 and has prior work experience in various roles, including at Miami University and The Cleaning Authority. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment solutions and offers fiduciary services to qualified plans.

Sean Mc Clenaghan is a financial advisor at J.P. Morgan Securities based in Columbus, OH, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to his current role, he has worked at JPMorgan Chase Bank, N.A. 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. The firm’s advisory process combines quantitative and qualitative research to deliver customized asset allocation advice and manager searches, supported by centralized due diligence and incorporating ESG considerations.

Carmen Haynes is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She previously worked at Morgan Stanley from 2013 to 2017 before joining J.P. Morgan in 2017. Outside of her financial career, Carmen owns and operates two small businesses: an e-commerce art business and a home sewing business where she sells homemade clothing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and other institutional clients, offering non-discretionary, written 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.

Tiffany Darst is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017 and has been with Bank of America, N.A. since 2018. Her prior experience includes a role at U.S. Bancorp Investments, INC. from 2016 to 2017. 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 style managers for a range of clients including individuals, high-net-worth clients, and institutional investors.

Cynthia Reynolds is a Wealth Management Advisor with the Cenname Team at Merrill Lynch Wealth Management. Since beginning her career with Merrill in 1993, Cynthia has developed expertise in providing high-net-worth clients across the country with comprehensive wealth management strategies tailored to their individual goals. Her approach covers a broad range of financial needs, including college education planning, retirement income, tax minimization, portfolio management, trust and estate planning, and executive compensation. Cynthia works closely with clients and their external tax and legal advisors to ensure cohesive and efficient financial planning. Cynthia has extensive experience supporting corporate executives with managing concentrated stock positions and implementing disciplined diversification strategies. She possesses in-depth knowledge of employer benefit services, such as 401(k)/403(b) plans, deferred compensation, defined benefit plans, and stock option awards, enabling her to assist clients in making steady progress toward their long-term financial objectives. She holds a Bachelor's degree in Communication from Miami University in Oxford, Ohio, and has earned the Chartered Retirement Planning Counselor™ (CRPC) designation. Cynthia also holds the Personal Investment Advisor (PIA) designation. Beyond her professional role, she contributes to her community through volunteer work and enjoys boating, ice hockey, and spending time with her family.

Andrew Michel is a financial advisor with LPL Financial in Columbus, OH, holding the ChFC® designation and Series 66 license. He has 43 years of industry experience, including 23 years with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company, and has operated Andrew Michel & Associates since 1989. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including third-party asset management and institutional platforms, supported by advanced operational and research tools.

Alan Grossman is a financial advisor with Edward Jones in Powell, OH, holding the ChFC® designation and Series 63 and 65 licenses. He has 34 years of industry experience and has been with Edward Jones since 2012. Outside of his advisory role, Grossman serves as a volunteer firefighter with the Porter Kingston Fire District and works as a canine search specialist with Ohio Task Force 1. He is also the owner of Fox Hill Farm K9, a retail pet food and equipment business supporting the K9 search and rescue community. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charities. The firm offers a variety of advisory programs and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Klayton Kenney is a financial advisor at Ameriprise with a Series 66 designation and recent industry experience starting in 2024. Prior to joining Ameriprise, he held positions in various industries including retail and real estate, and maintains a real estate license. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations.

Michael Krieger is the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 1998, progressing from a Financial Representative to Vice President Financial Consultant before his current role. Michael focuses on building financial plans tailored to clients' individual definitions of success while cultivating deep family relationships. With over two decades of experience at Fidelity Investments, Michael brings extensive expertise in wealth planning and financial consulting. His career reflects a continuous commitment to guiding clients through their financial journeys. Outside of his professional responsibilities, Michael enjoys cooking and baking, participating in family activities, fishing, golf, music, and traveling.

Dennis Richardson is a financial advisor at Edward Jones with seven years of industry experience and holds the Series 66 designation. His prior experience includes roles at J.P. Morgan Securities and Nationwide Securities, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary advisory programs supported by a nationwide network of more than 23,700 financial advisors. The firm provides various investment solutions including separately managed accounts, affiliated mutual funds, and overlay and tax-efficient services under a fiduciary standard.

Adoo Chia Kur is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Adoo works closely with clients to understand their unique needs and financial objectives, developing personalized strategies to pursue their short-, mid-, and long-term goals. Adoo provides guidance on a range of topics including investing, retirement planning, and saving for unexpected expenses, and offers access to Bank of America specialists for additional financial services such as banking, credit, home financing, and small business solutions. Adoo holds a Bachelor's Degree from The Ohio State University and a Master of Business Administration (MBA) from Ashland University. Adoo also holds the Professional Investment Advisor (PIA) designation. Outside of professional responsibilities, Adoo enjoys activities such as cooking, football, interior decorating, music, pickleball, soccer, spending time with family, watching movies, and practicing yoga.

Aaron Murphy is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 licenses. He has 12 years of industry experience and has been with J.P. Morgan Securities since 2014, also working with J.P. Morgan Chase Bank since 2013. 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. Their advisory process combines quantitative and qualitative research, incorporating ESG criteria and utilizing affiliates for implementation and portfolio services.

Michelle Kuhtenia is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She previously worked at Avantax Advisory Services and Bodine Perry LLC and has owned ClearGuide Financial & Tax Services since 2015. Kuhtenia serves on the Board of Trustees and as Treasurer for Destination Delaware County Ohio and is a board member of the United Pentecostal Foundation. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Ellie Malone is a financial advisor at J.P. Morgan Securities with five years of industry experience and holds a Series 66 designation. Her prior roles include positions at Morgan Stanley and involvement with several business ventures including Solterra Wellness Club and Second Shift Labs LLC. 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. The firm’s advisory process incorporates centralized due diligence and a combination of quantitative and qualitative research to build model asset allocations.

Mae Bruns is a Planning Consultant at Fidelity Investments, where she partners with clients to develop strategic and well-structured financial plans. She works with individuals and families to help them make informed decisions by designing tailored strategies that align resources with their long-term goals. Mae holds the CERTIFIED FINANCIAL PLANNER® professional designation and is a licensed financial advisor. Prior to her current role, Mae worked as an Associate at Iterhic Wealth Advisors from 2024 to 2026, and as an Analyst at J.P. Morgan Securities LLC from 2023 to 2024. Her experience spans across wealth advisory and securities analysis, contributing to her expertise in financial planning and strategy. Outside of her professional work, Mae enjoys attending concerts, maintaining fitness, exploring culinary experiences, and volunteering.

Oliver Gray is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Morgan Stanley and Stanford Trailers. 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 supported by centralized due diligence and a combination of quantitative and qualitative research.

Ryan Thomas is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors, Morgan Stanley Smith Barney, Abercrombie, and JPMorgan Chase. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach features model-based asset allocation, portfolio optimization, and access to discretionary and third-party managed strategies across various account types.

Marcus Williams is a CFP® with 13 years of industry experience and is currently an advisor at Fisher Investments. He previously worked at JPMorgan Investment Management Inc. and J.P. Morgan Institutional Investments Inc. outside of his advisory role, he is involved in managing rental properties. Fisher Investments serves a global client base including institutional and high-net-worth clients, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios with tax-aware strategies.