Aaron Singleton is a financial advisor with Ameriprise in Columbus, Ohio, holding a Series 66 designation and seven years of industry experience. Prior to joining Ameriprise in 2021, he worked at Cetera Advisor Networks and Voya Financial Advisors. Outside of his advisory role, he is a managing partner of a CPA firm, JL4K Holdings LLC dba AMS ProServ, providing tax preparation and planning services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients with offerings that include a specialized Premier Retirement Income service, which provides personalized retirement planning and tax-aware withdrawal strategies.

Susan Finefrock is a CFP® professional with 21 years of experience in the financial services industry. She is currently with OSAIC and previously worked at Woodbury Financial Services, Cetera Advisor Networks, Vantage Advisory Services, and Money Concepts Capital Corp. Outside of her advisory work, she serves as a FINRA arbitrator and holds leadership roles with the Zonta Club of Columbus, a nonprofit organization supporting women’s causes. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through multiple programs, utilizing a model-based investment process with options for discretionary portfolio management and third-party strategies.

Jeremy Crum is a Series 66-licensed financial advisor at J.P. Morgan Securities with six years of industry experience. He has worked at J.P. Morgan Securities since 2022 and previously at JPMorgan Chase Bank, N.A. from 2014 to 2022. Outside of his financial career, he serves as a worship leader at Lifepoint Church. 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 quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Angela Leister is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 63 designation and 17 years of industry experience. She has worked at J.P. Morgan Securities since 2013 and was previously employed at JPMorgan Chase Bank and Jared/Sterling Jewelers. Outside of her advisory role, she owns a residential rental property business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program combines quantitative and qualitative research and incorporates ESG considerations while maintaining regulatory registrations that support broader derivatives and commodities capabilities.

Colton Snyder is a Series 66-credentialed financial advisor with Fidelity Investments in Columbus, OH. He joined Fidelity in 2025 and has prior experience in various roles including at Behrs Buildings and Snagit LLC. His outside activities include involvement with Triway Youth Baseball and Wooster Parks and Recreation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment approach combines proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Cory Messaros is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Fifth Third Securities and Fifth Third Bank. His current role is based in Columbus, OH. 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. The firm’s advisory process combines quantitative and qualitative research, utilizing forward-looking capital market assumptions to build model asset allocations.

Sarah Lawson is a financial advisor at Ameriprise with nine years of industry experience. She has worked at Ameriprise since 2014 and has prior experience at Geometry Global, 97.1 The Fan: Columbus Dispatch, and the Columbus Blue Jackets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary research and third-party data to provide tailored, tax-aware withdrawal strategies.

Jaren Webster is a Financial Advisor with Merrill Lynch Wealth Management. He holds a Bachelor's Degree from The Ohio State University and a Juris Doctorate Degree from The University of Akron School of Law. His educational background combines law and finance, supporting his advisory role within wealth management.

Chad DeFife is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2011, progressing through various positions including Financial Consultant, Investment Consultant, Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Trader. Throughout his career at Fidelity, Chad has focused on assisting clients and their families in creating tailored financial plans. He emphasizes understanding each client as a unique individual and works collaboratively to develop plans that provide confidence in managing time and savings. Details regarding Chad's education, credentials, personal interests, and community involvement were not provided.

Randy Martinez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at TIAA and TD Ameritrade. Outside of his advisory work, he owns and operates Randy Martinez Photography, a personal photography business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice and customized performance reporting through a centralized due diligence process that integrates quantitative and qualitative research.

Joshua Yoder is a financial advisor at Fisher Investments with 19 years of industry experience. He holds the Series 65 and Series 63 credentials. Prior to joining Fisher Investments in 2025, he worked for 14 years at JPMorgan Investment Management Inc. and J.P. Morgan Institutional Investments Inc. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and manages risk through various defensive tactics and tax-aware processes.

David Lin is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 designations and 23 years of industry experience. He has worked at J.P. Morgan Securities since 2012, following roles at Chase Investment Services Corp. and Wells Fargo Clearing. 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. The firm’s advisory process integrates quantitative and qualitative research with a forward-looking capital market approach and includes ESG factors in its recommendations.

Mick Doyle is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Lifetime Financial Growth/Guardian Life Insurance Co, JPMorgan Chase Bank, and various positions outside the financial industry. 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 supported by centralized due diligence and a combination of quantitative and qualitative research.

Gregory Shumaker is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 17 years of industry experience. He has worked with Wells Fargo Clearing since 2009, with recent tenure at Wells Fargo Advisors Financial Network beginning in 2026. Outside of his advisory role, he is involved in video editing and customized slideshow production through a small business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting certain net-worth criteria. The firm integrates advisory services with other financial product offerings and has a comprehensive menu covering various specialized planning needs.

Christopher Manchester is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and nine years of industry experience. He has been with J.P. Morgan Securities since 2016 and is also co-owner of an independent record label, Home Grown Universe, where he is involved in music production and sales. Additionally, he provides advice and strategy for Better Late Music. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Deborah Caldwell is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at J.P. Morgan entities since 2015, with prior experience at HSBC Securities and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process uses centralized due diligence and combines quantitative and qualitative research to support its recommendations.

Carlos Aviles is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2022, following 15 years at Merrill Lynch and earlier roles at FSC Securities Corporation and Merrill. Aviles also serves as a member of the Board of Finance for the Town of Woodbridge, Connecticut. 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 written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a broad range of derivatives and commodities capabilities.

Cody Kidwell is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 10 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and previously at Nationwide Investment Services Corporation and Chase Wealth Management. Outside of his advisory role, Kidwell is involved with Frambes Entertainment LLC, where he works as a bartender. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its due diligence process and incorporates an ESG eligibility framework in its recommendations.

Lisa Middleton Styers is a financial advisor at Merrill with 33 years of industry experience. She has been with Merrill since 2014 and holds a Series 66 designation. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Beverly Ressler is a financial advisor with Merrill in Columbus, Ohio, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. She has been with Merrill since 1991. Outside of her advisory role, she serves as a fiduciary guardian for her brother, managing his financial and medical affairs. 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.