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.

William Aurand is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and nine years of industry experience. He has been with J.P. Morgan Securities since 2016 and previously worked at JPMorgan Chase Bank from 2012 to 2016. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christa Mcgrew is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 designation and has worked within various branches of Raymond James since 2016. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Candace Dukes is a financial advisor with Primerica Advisors in Dublin, OH, holding a Series 63 designation and 13 years of industry experience. Her prior work includes positions at Phillips Edison & Co, LSI Industries Accounting Principals, First Star Logistics, Accountemps, and Pfs Investments Inc. She is also the author of "Stewardship - Is It Just About Money?" Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients, with a focus on wrap-fee solutions rather than institutional pension or profit-sharing plans.

Branden Joe is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Alliance Bernstein and held various roles in the healthcare sector. He serves as a board member of the Upper Arlington Education Foundation, a nonprofit supporting student initiatives outside the local school district’s budget. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Kristen Mc Kelvy is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 25 years of industry experience. She has been with JPMorgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers customized advice on asset allocation, investment manager searches, and performance reporting, applying an ESG eligibility framework in its recommendations.

Larry Behum is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and bringing 15 years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2016. Outside of finance, he is an owner and partner of Labmark Exteriors, LLC, a residential construction business. J.P. Morgan Securities LLC 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 in its recommendations.

Darrin Wirhouski is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Travis Cremeans is a financial advisor with Ameriprise in Plain City, Ohio, holding a Series 63 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns a private LLC used for tax purposes and business expenses. Ameriprise offers a retirement-income planning service primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

David Kallenberg is a financial advisor with Raymond James & Associates in Westerville, OH, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by firm research and multiple portfolio management styles.

Neal Patel is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior roles include positions at Bank of America, J.P. Morgan Securities, and Coastal Equities, Inc. 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 clients including individuals, high-net-worth investors, and institutional entities.

Joshua Blevins is a financial advisor with Merrill in Columbus, OH, holding a Series 66 designation and six years of industry experience. He has worked at Merrill and Bank of America since 2020 and previously spent two years at Ronald Blue Trust. Prior to his advisory career, he was employed at Liberty University for four years. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Benjamin Schlotterer is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. His prior work includes eight years at Ben and Paul LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Lydia Johnson is a financial advisor with Merrill in Columbus, OH, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill Lynch since 1998. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Scott Bentley is a financial advisor with Ameriprise in Dublin, Ohio, holding a Series 66 designation and ten years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Bentley serves on the Board of Directors for Residential Options and is employed by TRLT Ventures LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

David Needs is a financial advisor with Primerica Advisors in Galena, Ohio, holding 15 years of industry experience. He has been with Primerica Advisors since 2010 and previously worked with Primerica Financial Services starting in 2009. Outside of advisory work, he is an owner and partner of Camelad LLC, a business not related to investments. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a wrap-fee solution rather than institutional pension or profit-sharing plan management.

Kevin Walsh is a financial advisor at Merrill with 42 years of industry experience. He holds a Series 63 designation and has been with Merrill since 2010, concurrently serving at Bank of America since 2011. Outside of his advisory role, he is a board member of the Cancer Support Community Central Ohio, a nonprofit providing free healthcare programming. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Alexis Ecker is a Financial Advisor at Merrill Lynch Wealth Management. She began her career with Merrill in 2016 as a Client Associate and transitioned to a Financial Advisor role driven by her passion for building meaningful relationships and assisting individuals and small business owners in achieving their financial goals and desired lifestyles. Alexis provides personalized financial strategies tailored to each client's unique circumstances, focusing on investment planning and wealth management to align with their long-term objectives. Alexis holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's degree from The Ohio State University and also studied at the University of Cincinnati. Alexis is involved in community activities such as the Alex Rezkalla Open, Johns Hopkins Children's Center, Mid-Ohio Foodbank, and Nationwide Children's Hospital. She enjoys football, golfing, music, pickleball, spending time with her family, and traveling.

Anthony Insana is a financial advisor with Equitable Advisors in Columbus, OH, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of advising, he is the owner and sole proprietor of Insana Properties, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party management solutions.

Michael Elsner is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2001, he has served clients by delivering financial guidance rooted in integrity and sincerity. Michael takes a holistic, planning-based approach that emphasizes understanding each client’s unique goals, concerns, and family dynamics. He regularly communicates with multiple generations within client families, including spouses, grown children, and elderly parents, to provide coordinated wealth management strategies. Michael’s expertise includes retirement planning, legacy planning, tax minimization, socially responsible and values-based investing, special needs planning, and education funding. He works with individuals such as business owners, corporate executives, physicians, and attorneys to address complex financial challenges. Michael holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential. He graduated from The Ohio State University Max M. Fisher College of Business with a Bachelor of Science in Business Administration degree in Finance. Outside of his professional work, Michael resides in Upper Arlington, Ohio, with his wife and three children. He is involved in his community through coaching youth sports and participating in Cub Scouts. His personal interests include baseball, biking, cooking, golfing, music, running, spending time with family, and tennis.