Cynthia Reynolds is a Wealth Management Advisor with the Cenname Team at Merrill Lynch Wealth Management. Since beginning her career with Merrill in 1993, Cynthia has developed expertise in providing high-net-worth clients across the country with comprehensive wealth management strategies tailored to their individual goals. Her approach covers a broad range of financial needs, including college education planning, retirement income, tax minimization, portfolio management, trust and estate planning, and executive compensation. Cynthia works closely with clients and their external tax and legal advisors to ensure cohesive and efficient financial planning. Cynthia has extensive experience supporting corporate executives with managing concentrated stock positions and implementing disciplined diversification strategies. She possesses in-depth knowledge of employer benefit services, such as 401(k)/403(b) plans, deferred compensation, defined benefit plans, and stock option awards, enabling her to assist clients in making steady progress toward their long-term financial objectives. She holds a Bachelor's degree in Communication from Miami University in Oxford, Ohio, and has earned the Chartered Retirement Planning Counselor™ (CRPC) designation. Cynthia also holds the Personal Investment Advisor (PIA) designation. Beyond her professional role, she contributes to her community through volunteer work and enjoys boating, ice hockey, and spending time with her family.

Andrew Michel is a financial advisor with LPL Financial in Columbus, OH, holding the ChFC® designation and Series 66 license. He has 43 years of industry experience, including 23 years with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company, and has operated Andrew Michel & Associates since 1989. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including third-party asset management and institutional platforms, supported by advanced operational and research tools.

Alan Grossman is a financial advisor with Edward Jones in Powell, OH, holding the ChFC® designation and Series 63 and 65 licenses. He has 34 years of industry experience and has been with Edward Jones since 2012. Outside of his advisory role, Grossman serves as a volunteer firefighter with the Porter Kingston Fire District and works as a canine search specialist with Ohio Task Force 1. He is also the owner of Fox Hill Farm K9, a retail pet food and equipment business supporting the K9 search and rescue community. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charities. The firm offers a variety of advisory programs and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Klayton Kenney is a financial advisor at Ameriprise with a Series 66 designation and recent industry experience starting in 2024. Prior to joining Ameriprise, he held positions in various industries including retail and real estate, and maintains a real estate license. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations.

Michael Krieger is the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 1998, progressing from a Financial Representative to Vice President Financial Consultant before his current role. Michael focuses on building financial plans tailored to clients' individual definitions of success while cultivating deep family relationships. With over two decades of experience at Fidelity Investments, Michael brings extensive expertise in wealth planning and financial consulting. His career reflects a continuous commitment to guiding clients through their financial journeys. Outside of his professional responsibilities, Michael enjoys cooking and baking, participating in family activities, fishing, golf, music, and traveling.

Myra Miley Werry is a financial advisor at Primerica Advisors with 10 years of industry experience. She has been with Primerica Advisors since 2016 and has been involved with the Guernsey County Board of DD since 2015. Outside of advising, she receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates nationally with thousands of advisors and offices, delivering advisory services based on model-driven strategies created by unaffiliated asset managers.

Dennis Richardson is a financial advisor at Edward Jones with seven years of industry experience and holds the Series 66 designation. His prior experience includes roles at J.P. Morgan Securities and Nationwide Securities, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary advisory programs supported by a nationwide network of more than 23,700 financial advisors. The firm provides various investment solutions including separately managed accounts, affiliated mutual funds, and overlay and tax-efficient services under a fiduciary standard.

Julie Workman is a financial advisor with LPL Financial in Westerville, Ohio, holding a Series 66 designation and totaling eight years of industry experience. She previously worked at Edward Jones Investments for six years and Supreme Touch Home Health for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Adoo Chia Kur is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Adoo works closely with clients to understand their unique needs and financial objectives, developing personalized strategies to pursue their short-, mid-, and long-term goals. Adoo provides guidance on a range of topics including investing, retirement planning, and saving for unexpected expenses, and offers access to Bank of America specialists for additional financial services such as banking, credit, home financing, and small business solutions. Adoo holds a Bachelor's Degree from The Ohio State University and a Master of Business Administration (MBA) from Ashland University. Adoo also holds the Professional Investment Advisor (PIA) designation. Outside of professional responsibilities, Adoo enjoys activities such as cooking, football, interior decorating, music, pickleball, soccer, spending time with family, watching movies, and practicing yoga.

David Goins is a CFP®-designated financial advisor at Raymond James Financial with 33 years of industry experience. His prior roles include 16 years at Commonwealth Financial Network and five years at Citigroup Global Markets. He serves as board chair for the Memorial Health Foundation in Marysville, Ohio. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm emphasizes non-discretionary advice using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Aaron Murphy is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2014 and at J.P. Morgan Chase Bank NA since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Ellie Malone is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Columbus, Ohio. She has five years of industry experience, including prior roles at Morgan Stanley and involvement with several entrepreneurial ventures such as Solterra Wellness Club and Second Shift Labs LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.

Mae Bruns is a Planning Consultant at Fidelity Investments, where she partners with clients to develop strategic and well-structured financial plans. She works with individuals and families to help them make informed decisions by designing tailored strategies that align resources with their long-term goals. Mae holds the CERTIFIED FINANCIAL PLANNER® professional designation and is a licensed financial advisor. Prior to her current role, Mae worked as an Associate at Iterhic Wealth Advisors from 2024 to 2026, and as an Analyst at J.P. Morgan Securities LLC from 2023 to 2024. Her experience spans across wealth advisory and securities analysis, contributing to her expertise in financial planning and strategy. Outside of her professional work, Mae enjoys attending concerts, maintaining fitness, exploring culinary experiences, and volunteering.

Oliver Gray is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and JP Morgan Chase Bank NA. Oliver is based in Columbus, OH. J.P. Morgan Securities 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.

Ryan Thomas is a financial advisor at Osaic Wealth, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors, Morgan Stanley Smith Barney, Abercrombie, and JPMorgan Chase. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a wide network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to various managed account platforms. The firm utilizes asset-allocation tools and multiple third-party solutions to construct and manage portfolios tailored to client needs.

Joshua Schenker is a financial advisor with Equitable Advisors in Worthington, OH, holding a Series 66 designation and 26 years of industry experience. He has worked at Equitable Advisors since 2011 and previously held positions at AXA Advisors and Valic Financial Advisors. 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 asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Marcus Williams is a CFP® with 13 years of industry experience and is currently an advisor at Fisher Investments. He previously worked at JPMorgan Investment Management Inc. and J.P. Morgan Institutional Investments Inc. outside of his advisory role, he is involved in managing rental properties. Fisher Investments serves a global client base including institutional and high-net-worth clients, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios with tax-aware strategies.

Zachary Decker is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and previously held positions at Tanksy Toyota and Ebay. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach integrates quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in selecting investment strategies.

Jacob Lin is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, he is involved in non-investment businesses including a music studio and a bubble tea franchise. 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 investment recommendations.

James Stout is a financial advisor with Equitable Advisors in Columbus, OH. He holds Series 65 and Series 63 registrations and has experience in the Ohio Army National Guard since 2009. Prior to joining Equitable Advisors in 2026, he worked in engineering and performance products roles. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset management programs. The firm uses a variety of advisory models and third-party managers, offering a range of investment options including mutual funds, ETFs, and alternative investments.