Deborah Vincent is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2019 and previously worked for American Honda Motor for 24 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and advisory services through a nationwide network of more than 23,700 financial advisors.

Kelly Smith is a Series 66 licensed advisor at J.P. Morgan Securities with eight years of industry experience. Prior to joining J.P. Morgan in 2021, Smith spent eight years at Morgan Stanley. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework where applicable.

Thomas Costantiello is a CFP® professional with 32 years of industry experience. He is currently with OSAIC, where he has worked since 2023, having previously been with FSC Securities Corporation, Woodbury Financial Services, Inc., and Osaic FA, Inc. He is the founder and president of Consus Wealth Management Group, LLC, a marketing name associated with his advisory business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a variety of managed account options.

Todd Altenbach serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 20 years of experience in wealth management, he focuses on delivering detailed and personalized financial strategies to his clients. Todd's expertise encompasses areas such as Divorce Transition Planning, Executive Compensation, Family Wealth Management Strategies, Personal Retirement Planning, Portfolio Management Services, Small Business Strategies, Tax Minimization, and Retirement Income. He holds several professional certifications, including the Certified Investment Management Analyst (CIMA), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Todd earned a Bachelor of Science degree in Business Administration from The Ohio State University. Outside of his professional work, Todd enjoys rebuilding and driving classic cars, drag racing with his family, cruising on his motorcycle, and engaging in various home improvement projects. He resides in Westerville with his wife Rebecca and has two sons.

James Holm is a financial advisor at Ameriprise in Columbus, Ohio, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Cronos Group, Vertiv, and Worldpay. Outside of his advisory work, Holm owns a construction equipment rental business, Freedom Rental LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Jeffrey Gouhin is a financial advisor with Raymond James & Associates in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He serves as an advisory board member for Easter Seals of Central & Southeast Ohio, a nonprofit supporting children, adults, and veterans with physical or mental disabilities. 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 diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting grounded in risk profiling and research-supported portfolio management.

Nancy Carwile is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. She has worked at JPMorgan Securities LLC since 2018 and previously spent ten years at JPMorgan Chase Bank, N.A. in Columbus, OH. 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative screening and qualitative research, with recommendations limited to eligible strategies that may incorporate an ESG framework.

Rhett Jefferies is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds a Series 66 designation and has worked at several firms including Chase Investment Services, Banc One Securities, Wells Fargo Investments, and Merrill prior to joining J.P. Morgan Securities in 2012. 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 incorporates centralized due diligence with both quantitative and qualitative analysis, and includes broader derivatives and commodities capabilities.

Donald Brough is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. His prior experience includes 12 years with Wachovia Securities Financial Network, LLC. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies, with an emphasis on managed accounts and algorithm-supported recommendations.

Brad Dickman is a financial advisor with Equitable Advisors based in Worthington, Ohio. He holds a Series 66 designation and has 20 years of industry experience, all with Equitable Advisors and its predecessor, Axa Advisors. His other business activities include outside insurance appointments. Equitable Advisors serves individual clients across a wide wealth spectrum, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Cameron Di Franco is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds the Series 66 designation and has worked at MassMutual Life Insurance Co and Mass Mutual Investors Services since 2022. Outside of his advisory role, he is the owner of DiFranco Capital LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software tools to deliver written recommendations tailored to client goals.

Brian Fadley is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 19 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously at Chase Investment Services Corp. from 2011 to 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence, with a focus on eligible strategies and an ESG eligibility framework.

Jerry Hall is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and previously worked at PNC Wealth Management from 2010 to 2013. 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 combines quantitative and qualitative research to develop model asset allocations.

Brooke Galassi is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 designations and having 22 years of industry experience. She has worked at J.P. Morgan Securities since 2015, following roles at Ausdal Financial Partners, Inc. and Citigroup Global Markets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Dylan Forche is a financial advisor at J.P. Morgan Securities with three years of industry experience and holds a Series 66 designation. His work history includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, NA, and various other positions spanning financial services and unrelated fields. 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 incorporates ESG criteria within a broader derivatives and commodities capabilities platform.

Jacqueline Mcneely is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the Series 66 designation and has worked previously at JP Morgan Securities, LPL Financial, and The Citizens Banking Company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning in areas such as business-owner transition and special-needs analysis, using Wells Fargo’s research and planning tools.

Paul Zeis is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Waddell & Reed, various insurance carriers for W&R Insurance Agencies, Merrill, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Thomas Brown is a Series 63 licensed financial advisor with 39 years of industry experience. He has worked at Cetera since 2019 and previously spent 32 years at Foresters Financial. He is also involved with Triune Wealth Management, operating as a DBA for Cetera business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services and operates a multi-manager platform featuring both affiliated and third-party model portfolios.

Ronald McClure is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on personal retirement planning, tax minimization, and retirement income strategies. He works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Ronald is part of the Hatley Strand McClure Team, which brings over 65 years of combined experience to provide a client-first approach to wealth management, emphasizing honesty, integrity, and proactive communication. Ronald’s professional background includes entrepreneurial experience founding RAM II Companies, a lawn care and home maintenance business, and serving as Director of Transportation for a local school district. His approach centers on building trusted relationships and guiding clients to establish and maintain a legacy for themselves and their families. Ronald holds a Bachelor's Degree from The Ohio State University and is a Personal Investment Advisor (PIA). He is actively involved in his community as a member of the Grove City Church of The Nazarene and as Sergeant at Arms of the Grove City Rotary Club. Outside of his professional and community activities, Ronald enjoys spending time with his wife Jennifer and their five children. His personal interests include boating, camping, table tennis, and volleyball. He also participates in the OSU Alumni Band and is a supporter of Ohio State sports.

Brandon Thornwell is a financial advisor with Primerica Advisors in Dublin, Ohio, holding a Series 63 designation and having four years of industry experience. His career includes multiple roles within Primerica and related entities since 2014, as well as positions at JP Morgan Chase and the Ohio High School Athletic Association. Outside of advisory work, he is involved in the sale of home security, automation products, and loan products through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited set of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs a tiered wrap fee structure and curates third-party asset managers, with operational oversight including model selection and trading delegated to BNY Mellon Advisors.