Zackary Cannata is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and having five years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2020, as well as prior positions at Amazon and The Ohio State University. J.P. Morgan Securities 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 applies an ESG eligibility framework when recommending strategies.

Owen Brennan is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this, he served in various roles within Fidelity Investments, including Relationship Manager (2025-2026), Financial Representative (2024-2025), and Financial Services Representative (2023-2024). Owen focuses on helping clients navigate financial complexity by building strong relationships and creating holistic financial plans tailored to each client's goals and concerns. His approach centers on simplifying complex decisions and providing clear guidance to help clients manage and grow their wealth over time. Outside of his professional work, Owen enjoys boating, cars, hiking, outdoor adventures, pets, and skiing.

Erin King is a financial advisor at J.P. Morgan Securities LLC with 12 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2012 to 2020 before joining J.P. Morgan in 2020. Based in Columbus, OH, she serves institutional clients as part of a large team at J.P. Morgan Securities. 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. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Michael Cress is a financial advisor at Merrill with 44 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Merrill since 1982, also serving Bank of America since 2010. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Williamson is a financial advisor at Osaic Wealth, Inc. in Columbus, OH, holding Series 63 and Series 66 credentials with 27 years of industry experience. He worked at Lincoln Financial Advisors for 19 years prior to joining Osaic in 2025. In addition to advising, he owns a tax preparation and audit consulting business and acts as an insurance agent for life insurance and fixed annuity products. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services supported by advanced portfolio construction tools and multiple third-party platforms.

Ryan Isler is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has worked at J.P. Morgan Chase and its affiliates since 2012. He holds the Series 66 designation and is based in Columbus, Ohio. 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. As a subsidiary of J.P. Morgan, the firm combines advisory services with brokerage, distribution, and investment management capabilities.

Trevor Downing is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020, with prior experience at Axa Advisors and Anthony Insana. Outside of his advisory role, he serves on a church council board of directors. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through affiliated entities.

Joy Young is an advisor at Primerica Advisors with eight years of industry experience. She has worked with PFS Investments Inc. since 2017 and has been affiliated with Primerica Financial Services since 1993. In addition to her advisory role, she is involved in sales of investment-related products and receives compensation for referrals related to home security, automation, and mortgage loan products. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm supports advisory services through a large network of advisors and employs model-delivery strategies managed by unaffiliated asset managers.

Andrea Cardwell is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Wells Fargo Clearing Services LLC and The Huntington Investment Company. Outside of her advisory role, she is an independent contractor for Mary Kay, involved in direct sales of cosmetic and skin care products. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Rachel Williams is a financial advisor with Primerica Advisors in Dublin, OH, holding a Series 63 designation and 12 years of industry experience. She has been with Primerica Advisors since 2013 and has additional experience with Primerica Financial Services and Riverview Health Institute. Outside of investment advising, she is involved in the sale of home security, automation products, and loan products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

David Ritter is a financial advisor with Thrivent Investment Management in Marysville, OH, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he serves as a volunteer member of the Board of Directors for NC4K - Nellie's Champions for Kids, an organization supporting children fighting cancer. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining these services separately.

Thomas Puleri is a financial advisor with Merrill in Columbus, Ohio, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Merrill since 1986 and has been associated with Bank of America, N.A. since 2011. Outside of his advisory role, he is the owner of BalancedHappiness, a project focused on sustainable happiness which is being developed into an iPhone app. 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 investors.

Andrew Devantier is a financial advisor at OSAIC with 24 years of industry experience. He worked at Lincoln Financial Advisors for 24 years before joining OSAIC in 2025. Devantier also operates Devantier and Associates, a CPA firm offering accounting services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools, risk-tolerance assessments, and automated rebalancing, with portfolio options spanning stocks, bonds, options, mutual funds, ETFs, and alternative investments.

T. Robertson III is a financial advisor with Merrill in Columbus, OH, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, including 19 years at Fifth Third Securities and Fifth Third Bank before joining Merrill and Bank of America in 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Matthew Goedde is a financial advisor at Equitable Advisors with 21 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors and its predecessor, Axa Advisors, since 2005. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Celia Powers is a Series 66-licensed financial advisor with Equitable Advisors in Columbus, OH. She joined the firm in 2026 and has prior work experience in various roles, including at Miami University and The Cleaning Authority. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment solutions and offers fiduciary services to qualified plans.

Sean Mc Clenaghan is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 designations and two years of industry experience. He has also worked at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC 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 when recommending strategies.

Joseph Staff is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Morgan Stanley and Mass Mutual Life Insurance Company. He is also a financial professional with FHT Advisors, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party managers.

Carmen Haynes is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and 66 licenses and bringing 11 years of industry experience. Prior to joining J.P. Morgan Securities in 2017, she worked at Morgan Stanley from 2013 to 2017. Outside of her advisory role, she owns two small businesses: Carmen's Gorgeous Art, Ltd., an e-commerce venture selling her artwork, and Sew in Love, Ltd., a home sewing business. 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 applying an ESG eligibility framework in its recommendations.

Tiffany Darst is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017 and has been with Bank of America, N.A. since 2018. Her prior experience includes a role at U.S. Bancorp Investments, INC. from 2016 to 2017. 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 strategies supported by internal Chief Investment Office teams and third-party style managers for a range of clients including individuals, high-net-worth clients, and institutional investors.