Sandra David Siller is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses. She has 43 years of industry experience, including prior work at Morgan Stanley. Outside of her advisory role, she has been involved as a Medical Symposium Speaker for Inari Medical, where she shares her experiences as a patient. 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 advisory process combines quantitative and qualitative research using forward-looking capital market assumptions and includes access to derivatives and commodities capabilities.

Denise Monjarro is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also maintaining a concurrent role at JPMORGAN Chase Bank, N.A. since 2005. 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 incorporates quantitative and qualitative due diligence supported by an ESG eligibility framework and leverages its broader derivatives and commodities capabilities.

Aaron Weiss is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Edward Jones and J.P. Morgan Securities, where he has worked since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary advisory program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Mark Mayden is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and 40 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and also at JPMorgan Chase Bank, N.A. since 2010. As an employee of both entities, he offers a range of banking products in addition to investment services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative analysis.

Matt Estep serves as Vice President, Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. In this role, he partners with company executives to assist with their company benefits and integrate these into broader life wealth planning needs. Matt has been with Fidelity Investments since 1992, progressing through various roles including Regional Planning Consultant, Vice President Financial Consultant, Financial Consultant, Branch Service Manager, Premium Service Manager, Service Manager, Senior Trader, and Trading Representative. His extensive experience spans over three decades within the company, reflecting a broad understanding of financial consulting and executive planning. No additional information on Matt's education, credentials, personal interests, or community involvement has been provided.

Adam Wetzel is a financial advisor with Ameriprise in Columbus, OH, holding 15 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Bean is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation. Bean also serves on the board of a nonprofit organization, C2K Basketball LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser that supports individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary strategies.

Kimberly Engeln is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. She has held positions at J.P. Morgan Securities since 2012 and previously worked at Barclays Capital Inc. from 2009 to 2012. She holds Series 63 and Series 65 licenses. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations, supported by affiliated implementation and portfolio services.

Francis Park is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022, following previous roles at JP Morgan Asset Management and Morgan Stanley. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Doris Boehmlaender Evans is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities LLC since 2013. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes a range of strategies supported by affiliates in wealth management and investment management.

Andy Bean is a Financial Consultant currently working at Fidelity Investments. He partners with individuals and families to develop and implement comprehensive financial plans tailored to their goals and preferences. Andy has close to a decade of experience in the financial services industry, including roles as a Financial Advisor at Merrill Lynch, Mass Mutual, and Lifetime Financial Growth, as well as an Internal Wholesaler at Protective Life. His expertise encompasses insurance and comprehensive financial planning. In his free time, Andy enjoys spending time with his family and traveling. He also has interests in the beach, food, football, golf, and pets.

Mark Kindberg is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and spent time at Edward Jones in 2017. Outside of advisory work, he drives for Uber as an independent contractor. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to develop model portfolios, incorporating ESG frameworks and utilizing broader derivatives and commodities capabilities.

Tim Tilton serves as a Planning Consultant, partnering with clients to develop individualized plans tailored to their specific short- and long-term financial goals. He focuses on building meaningful relationships through education and ongoing support to foster trust and communication throughout the planning process. Tim's professional experience includes his role as a Financial Advisor at Ameriprise Financial Services, LLC, where he worked from 2023 to 2026. In this capacity, he worked closely with clients to help them strive toward their financial objectives. Outside of his professional work, Tim has personal interests that include cooking and baking, exploring food experiences as a foodie, participating in social events with friends, caring for pets, and playing soccer.

Jeffrey Krein is a financial advisor at Merrill with 41 years of industry experience. He has held positions at Merrill since 1990 and at Bank of America since 2010. He holds Series 63 and Series 65 credentials. 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 a range of individual and institutional clients.

Marc Froebel is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining Merrill in 2026, he worked with The Huntington Investment Company and Huntington National Bank between 2016 and 2026. 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 various institutional investors.

Amy Ellis is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in helping clients develop and implement comprehensive financial plans tailored to their individual goals. Since joining Merrill in 2007, Amy has focused on a planning-based approach to wealth management, working closely with clients to address their financial and personal objectives across all stages of life. She collaborates with various business partners within Merrill to integrate retirement, education, insurance, philanthropy, and estate planning into her clients’ financial strategies. Amy holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), 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 a Master of Science in Marketing and Communications from Franklin University. Amy’s client focus includes college education planning, family wealth management, retirement income, socially responsible and values-based investing, and tax minimization strategies. She serves clients with a holistic approach, catering to multi-generational families and individuals managing new wealth or navigating significant life changes. In addition to her professional work, Amy is involved with organizations such as LEAD for Women and contributes to community initiatives including Children’s Hospital TWIG and Dress For Success. She resides in Upper Arlington and enjoys cooking, football, interior decorating, pickleball, reading, traveling, yoga, and spending time with her family and two dogs.

Jasmine Stepp is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, she was self-employed at Famous Cleans, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, with an investment approach that integrates proprietary fundamental research, quantitative analysis, and systematic portfolio construction.

Rachel Unangst is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held roles in healthcare and rehabilitation services and is also involved with Easy Peasy Lemonade LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, and manages over $1 trillion in assets.

Timothy Ryan is a financial advisor at Merrill with Series 63 and Series 65 designations and 40 years of industry experience. He has been with Merrill since 1992 and has also worked at Bank of America, N.A. since 2011. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daydeon Baron Galbavi is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at First Merchants Bank and Equitable Financial Life Insurance Co., as well as work in education with The Learning Professionals, LLC (Sylvan Learning Center). 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 through a centralized due diligence process.