Dwayne Wells is a financial advisor with Primerica Advisors in Worthington, OH, holding six years of industry experience. He has previously worked at PFS Investments Inc. and Primerica Financial Services, and concurrently maintains a role with Honda. Wells is also the owner of Created2Elevate, a business based in Columbus, OH. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies managed by unaffiliated asset managers.

Bradley Hitzeman is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Scottrade, The Huntington Investment Company, and The Huntington Bank. He is based in Columbus, Ohio. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

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 role at Color Street, LLC from 2020 to 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage, distribution, and investment management services.

Thomas Spear is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, offering non-discretionary recommendations supported by an in-house manager solutions team and centralized due diligence.

Michael Derflinger is a financial advisor with Ameriprise in Alexandria, Ohio, holding a Series 66 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is the owner of MAD Family Enterprises, LLC, a business unrelated to investment activities. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations delivered by a centralized consulting team.

Adam Abramowitz is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Merrill since 1995. Outside of his advisory role, he serves as a hockey referee for local youth and adult leagues. 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 institutions.

Trammayne Golson is a financial advisor with Primerica Advisors, based in Worthington, OH, holding 10 years of industry experience. He has been with Primerica Advisors since 2016 and has additional experience with Primerica Financial Services and Pier 1 Imports. Outside of advisory work, he engages in sales of loan products, home security, and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custodians, managing approximately $15.5 billion in assets under management.

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 at J.P. Morgan Securities with nine years of industry experience. He has been with J.P. Morgan Securities since 2016 and previously worked at Morgan Stanley for one year. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides institutional consulting services to clients such as 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.

Brian Owen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior experience includes roles at Charles Schwab and Charles Schwab Bank spanning from 1989 to 2017. J.P. Morgan Securities provides institutional consulting services to clients such as 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, distribution, and investment management capabilities.

Kirsten Benedict is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2022. Prior to her current role, she gained experience in engineering and higher education settings. 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 incorporating an ESG eligibility framework in its recommendations.

Hernando Martinez is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and 14 years of industry experience. Prior to joining J.P. Morgan Securities in 2012, he worked at Clinical Trials of Texas, Inc. from 2020 to 2022. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis with a centralized due-diligence framework.

Mark Nicholls is a financial advisor at J.P. Morgan Securities with 35 years of industry experience. He has held positions at Banc One Securities Corporation from 2002 to 2012 before joining J.P. Morgan Securities, where he has worked since. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a centralized due-diligence framework and an in-house manager solutions team.

Derek Benseler is a financial advisor with Ameriprise in Columbus, Ohio. He holds a Series 66 designation and has over a decade of prior experience at Vaco LLC before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

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.

Sunny Reed is a financial advisor with Primerica Advisors in Lewis Center, OH, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica Advisors, Sunny worked at DirecTV LLC and AT&T. Outside of advisory work, Sunny is involved in sales of home security and automation products and loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients within a wrap-fee structure.

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, holding a Series 66 credential and bringing 19 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also serves as a FINRA arbitrator, resolving securities-related disputes. Outside of her advisory work, she is involved in nonprofit governance as a board member for the Cougar Wrestling Club and the Children's Craniofacial Association. J.P. Morgan Securities 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 delivers these services on a non-discretionary basis, combining large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Mc Kenzie Allen is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, Mc Kenzie works closely with clients to develop personalized financial strategies that align with their individual goals. She specializes in areas including college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. Mc Kenzie is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). She holds a Bachelor's Degree from Ohio University. Her approach is focused on providing client education and unmatched customer service to assist clients in navigating various life stages and financial challenges. Raised in the Mid-Ohio Valley, Mc Kenzie maintains an active presence in her community. She serves on the board of the Marietta Noon Rotary Club and supports programs such as Camp Boost - Summer Treatment Program. Outside of her professional responsibilities, she enjoys outdoor activities including gardening, hiking, skiing, boating, and spending time with family and friends.

Bradley Starcovic is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, he worked at Martini Modern Italian from 2014 to 2019. 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 and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.