Zachary Decker is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Tanksy Toyota and Ebay. 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 and fund searches, and customized performance reporting.

Jacob Lin is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and nine years of industry experience. He has worked at J.P. Morgan Securities since 2017, with additional experience at PNC and Compass Group. Outside of his advisory role, Lin is involved in managing a music studio and serves as a Food Safety Manager at a bubble tea and egg waffle franchise in Columbus, Ohio. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

James Stout is a financial advisor at Equitable Advisors in Columbus, OH, holding Series 63 and Series 65 licenses with one year of industry experience. His background includes roles in engineering and performance products, as well as service in the Ohio Army National Guard since 2009. Equitable Advisors provides financial planning and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients through a network of Investment Adviser Representatives. The firm’s approach involves assessing client risk tolerance and utilizing a range of advisory models, including third-party and firm-offered programs, with a focus on mutual funds, ETFs, separately managed accounts, and select alternative investments.

Donald Lambert is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at J.P. Morgan Securities since 2013, following prior roles at Merrill and Banc One Securities Corporation. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Reno Tusing is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2019. Prior to that, he was with Ameriprise Financial Services and has experience outside finance, including a role at FireBirds Wood Fired Grill. 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 process combines quantitative and qualitative research, integrating ESG considerations and broader derivatives and commodities capabilities.

Sarah Ahmad is a Series 66-licensed advisor with J.P. Morgan Securities in Columbus, OH, with approximately one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank, the U.S. Department of the Treasury, and Wells Fargo. She is also involved with Prima Impero LLC, an outside business activity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate an ESG eligibility framework.

Melissa Rush is a financial advisor with UBS Financial Services in Powell, OH, holding a Series 63 designation and 32 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocations.

Sylvia Aryee is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Amway, Etsy as a seller, Comfort Keepers, Huntington Bank, Tailored Management, and Fifth Third 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. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Dakota Hutzler is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, Dakota worked at Morgan Stanley, Pride Technologies, KeyBank, and Kent State 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, offering model-based and discretionary strategies for a range of individual and institutional clients.

Dena Russell is a financial advisor with LPL Financial in Delaware, Ohio, holding a Series 63 designation and 19 years of industry experience. She has been with LPL Financial and its predecessor firms since 2005. Russell serves as a nonprofit board member at the Ohio Living – Sarah Moore Retirement Community. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various technology tools and a broad network of over 22,800 advisors.

Luis Mejia is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their individual priorities and develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. His services encompass general investing, retirement planning, and preparing for unexpected financial needs. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Luis holds a high school diploma from Lancaster High School and has earned the Personal Investment Advisor (PIA) designation. Fluent in English and Spanish, he is a member of the Hispanic Chamber of Columbus. His client focus areas include personal retirement planning, sports and entertainment, and retirement income. Outside of his professional work, Luis enjoys spending time with his family and engaging in activities such as baseball and cooking.

Brooke Thayer is a financial advisor with Merrill in Columbus, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2023, she worked at Northwestern Mutual and has involvement with The Ohio State University, including a board member role for the Ohio State University Dance Team Alumni Association, focusing on event planning. 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 accounts.

Daniel Moore is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has previously worked with firms including Avantax Advisory Services and Key Bank. Moore is also involved with IGNYTE Financial LLC, where he provides financial, tax, and estate planning services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management options, including access to affiliated and third-party money managers, supporting a broad range of investment programs and strategies.

Angela Berry is a financial advisor with OSAIC based in Columbus, Ohio. She holds the ChFC® designation along with Series 63 and Series 65 licenses and has 30 years of industry experience. Her prior career includes roles at Woodbury Financial Services, Cetera Advisor Networks, and Vantage Financial Group. Berry is also the Chief Operating Officer and co-owner of Wealth Management Solutions, LLC, where she oversees office operations and supervises administrative staff. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, employing model-based asset allocation and portfolio optimization, and supports advisors with multiple custodial and program arrangements.

Trenton Hostutler is a Series 66-licensed financial advisor with Edward Jones, based in Delaware, Ohio, and has six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Bloomin Brands Inc and First Energy Corporation. 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 wide range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Brian O'Keefe is a Series 66-licensed financial advisor with 29 years of industry experience. He currently works at J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A., where he has been employed since 2021. Prior to joining J.P. Morgan, he worked at Next Financial Group and PNC Wealth Management. 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 and fund searches, and customized performance reporting. Their advisory process is supported by centralized due diligence and incorporates systematic quantitative and qualitative research.

Philip Ulery is a CFP® credentialed financial advisor with 12 years of industry experience, currently with Edward Jones since 2013. He works out of Delaware, Ohio. 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 manages approximately $1.01 trillion in assets under management through a network of about 23,701 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Felix Agbebo is a Series 66-registered advisor with J.P. Morgan Securities in Columbus, OH, bringing nine years of industry experience. He has been with J.P. Morgan Securities and its affiliated entities since 2017 and previously worked at Thirty-One Gifts. 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. Their advisory process combines quantitative and qualitative research supported by a centralized due diligence team and includes a framework for ESG eligibility.

Matthew Schulter is a Series 66-licensed financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012 and previously at Chase Investment Services Corp. and Osaic FA, Inc. Outside of his advisory role, he is an investor in a private cabin rental business operated with family and partners. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach includes non-discretionary, written asset allocation advice supported by centralized due diligence and a manager solutions team, with implementation services offered through affiliated entities.

Edward Bacher III is a CFP® with 18 years of industry experience, currently serving at LPL Financial since 2022. He previously worked at VOYA Financial Advisors and Voya Financial Partners, accumulating a total of 10 years with those firms. Outside of his advisory role, he is involved in non-variable insurance sales. 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 financial planning and investment solutions, leveraging a large network of advisors and multiple platform options.