John Piersall Jr. is a financial advisor at Ameriprise with over 30 years of industry experience. He holds the ChFC® and Series 63 credentials and has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, he coaches a youth travel baseball team and serves as an official at hockey games. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its specialized Ameriprise Premier Retirement Income service.

William Montgomery is a financial advisor with OSAIC based in Columbus, OH, holding a Series 63 designation and 36 years of industry experience. His prior firms include Woodbury Financial Services, Cetera Advisor Networks, and Vantage Financial Group. He is also involved with Wealth Management Solutions, LLC, where he serves as a financial advisor. OSAIC serves a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage diversified portfolios on both discretionary and non-discretionary bases.

James Gleason is a financial advisor with Ameriprise in Dublin, Ohio, holding a Series 66 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports, emphasizing the use of Ameriprise-managed accounts and algorithmic tools overseen by specialized teams.

Gary Ebert is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked with J.P. Morgan Securities and J.P. Morgan Chase since 2013. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

John OConnell is a Planning Consultant who collaborates with a team of financial professionals to address clients' financial needs from a holistic perspective. He previously served as Regional Director at Macquarie Investments from 2006 to 2020.

Stephen Walsh is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services LLC and Wells Fargo Funds Distributor, LLC. Walsh is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services including deposit and credit products. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Yidnekachew Hailu is a Series 66 licensed advisor with 15 years of industry experience, currently serving at J.P. Morgan Securities LLC since 2020. His prior roles include positions at Foreside Financial Services, Diamond Hill Capital Management, JPMorgan Chase Bank, and Raymond James & Associates. 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 applying an ESG eligibility framework in its investment recommendations.

Brandy Shingary-Morris is an Investment Consultant at Fidelity Investments, a position she has held since 2024. She has extensive experience within the financial industry, including prior roles as a Planning Consultant at Fidelity Investments from 2022 to 2024, and as a Senior Client Service Associate at Stifel Financial Corp from 2016 to 2022. Her career also includes experience at Manning & Napier Advisors, Yarger Wealth Strategies-Raymond James Financial Services, Northwestern Mutual, and Great West-GWFS Equities. Brandy is a Certified Financial Planner® professional and a Chartered Financial Consultant®, with over 20 years of experience covering various financial planning topics. She works with a diverse client base, including traditional, blended, and LGBTQI families, as well as single individuals. She emphasizes client education to ensure they understand their financial plans and feel confident about their futures. Outside of her professional work, Brandy has interests in art, concerts, food, kayaking, museums, and theater.

David Claibourne is a financial advisor at Raymond James Financial with 24 years of industry experience. He has held positions at Wunderlich Securities/B. Riley Wealth Management and Peoples Bank. Claibourne also serves as Senior Vice President and Manager at Peoples Investment Services, a support company where he oversees financial advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Courtney Moriarty is a financial advisor with Ameriprise in Columbus, OH, holding Series 65 and Series 66 licenses and bringing five years of industry experience. Prior to joining Ameriprise in 2025, she worked at Schneider Downs Wealth Management Advisors, Nationwide Investment Services Corp, Nationwide, Standard Hall, and Bob Evans. She is also involved in managing an advisory business and works as a paraplanner under supervision in a separate outside employment capacity. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team, supported by algorithmic automation and ongoing oversight.

Jason Ellwein is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with J.P. Morgan Securities since 2012. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

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 at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Morgan Stanley Smith Barney. Outside of her advisory role, Ramirez serves on the Borough of Dumont Cultural Affairs Inclusion and Diversity Committee and the Borough of Dumont Board of Health, and she provides emergency medical services with North Arlington Emergency Medical Services and Dumont Volunteer Ambulance Services. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services, offering asset allocation advice, manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG framework when recommending eligible investment strategies.

Mathew Luermann is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing nine years of industry experience. He has worked within various J.P. Morgan entities since 2015 and previously spent over a decade at Columbus State Community College. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Ryan Shenigo is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2021, he worked 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 other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting its network of over 22,800 investment adviser representatives.

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 previously worked at Morgan Stanley Smith Barney LLC before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Daniel Dickson is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He has held roles at J.P. Morgan Securities since 2011 and at JPMorgan Chase Bank, N.A. since 2010. He holds the Series 66 designation and is based in Columbus, Ohio. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Kevin Crook is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 10 years of industry experience. His prior roles include service with the Air National Guard and various positions within JPMorgan entities. Outside of his advisory work, he owns Crooked Comix LLC, through which he finances and produces comic book ventures. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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.