Max Mollaun is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. His prior roles include positions at JP Morgan and Facet Wealth. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients nearing or in retirement, providing written Recommendation Reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

David Burgett is a CFP®-credentialed financial advisor with Edward Jones, based in Sunbury, OH, and has 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and proprietary investment products through a nationwide network of more than 23,700 advisors.

Robert Moranville is a financial advisor with Raymond James Financial in Powell, Ohio, holding a Series 63 designation and with 23 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2008, following a prior year at Edward Jones. Outside of his advisory role, Moranville serves on the finance and investment committee as well as the leadership board of Powell United Methodist Church, where he participates in overseeing the church’s endowment fund. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers non-discretionary, tailored advice supported by advanced risk profiling and modeling tools and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Rachel Gittens is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses with 19 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and previously at Chase Investment Services Corp. from 2011 to 2012, as well as managing her own practice from 2014 to 2023. 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 screens and qualitative research to support model asset allocations, with a broader range of derivatives and commodities capabilities than many institutional advisory programs.

Nate Smock is a Vice President and Financial Consultant at Fidelity Investments. In his role, he partners with individuals and families to develop, maintain, and understand their retirement plans. He collaborates closely with clients to create intentional retirement strategies and educates a diverse client base to support informed financial decision-making. Nate has been with Fidelity Investments since 2013, progressing from Investment Consultant to Financial Consultant, and currently serving as Vice President, Financial Consultant. He holds a California Insurance License. Outside of his professional responsibilities, Nate's personal interests include family activities, football, social events with friends, golf, military service, and traveling.

Karen Rivers is a financial advisor with Wells Fargo Advisors in Columbus, OH, holding a Series 66 designation and 10 years of industry experience. She has been with Wells Fargo Advisors since 2015. Outside of her advisory role, she serves as a notary in Ohio and also assists with cleaning office spaces on a limited basis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, with implementation options through brokerage or advisory programs.

John Giberson is a financial advisor at Edward Jones in Delaware, Ohio, holding the Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a large nationwide network of advisors and branch offices. The firm provides a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services.

Timothy Holsinger is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Securities LLC since 2014. Based in Columbus, OH, he serves institutional clients as part of a large advisor network. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to support clients such as plan sponsors, corporations, and endowments.

JD Sprague is a Financial Consultant at Fidelity Investments, where he has been working since 2024. He has held several roles at Fidelity since 2021, including Investment Consultant, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, he was an Internal Wholesaler at Nationwide Financial from 2016 to 2021. As a Certified Financial Planner, JD focuses on assisting clients with their financial plans. His experience spans various aspects of financial consulting and investment advising, gained through his progressive roles at Fidelity and Nationwide Financial. JD is originally from Cincinnati and played quarterback at Ohio University from 2012 to 2016. He enjoys supporting Cincinnati sports teams, playing golf, and spending time with his family, which includes his wife and their two young sons.

Jeffrey Beasley is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Avantax and Independent Financial Partners. Outside of his advisory work, he serves as a youth coach for the Plain City Area Ball Association, a nonprofit organization offering youth sports programs. Cetera Investment Advisers LLC distributes its services through a large network of independent advisors, serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through various program platforms and custodial relationships.

Christine Lambert is a financial advisor with Wells Fargo Advisors in Columbus, Ohio, holding Series 63 and Series 66 credentials and possessing 33 years of industry experience. She previously worked at The Huntington Investment Company from 2016 to 2022 before joining Wells Fargo Advisors in 2022. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses Wells Fargo research and tools to develop tailored recommendations for its clients.

Elizabeth Cramblett is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She began her career as a Financial Advisor with Northwestern Mutual from 2024 to 2026. Elizabeth holds a California Insurance License. She grew up in Lewis Center, Ohio, and currently lives just north of Central Ohio with her fiancé and their two cats. Outside of work, Elizabeth enjoys traveling, hosting social gatherings, spending time with family, and engaging in music and singing activities.

Jeffrey Schrepferman is a financial advisor with Raymond James Financial, holding a Series 63 designation and 27 years of industry experience. He has been with Raymond James Financial Services since 2004 and the broader firm since 2009. He is a co-owner of KMS Partners, LLC, a business established with two colleagues to manage office expenses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a network of advisors with a range of advisory programs and specialized municipal and retirement plan consulting services.

Nicholas Robinson is a Series 66-registered financial advisor at J.P. Morgan Securities with nine years of industry experience. He has been with J.P. Morgan Securities since 2016, including time at Chase prior to that. Outside of his advisory role, Robinson works part-time as a food delivery driver for services including DoorDash, Uber, and Grubhub. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments 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 incorporating ESG eligibility frameworks.

George Mcfarlane is a financial advisor at J.P. Morgan Securities in Columbus, OH, with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2015, following a tenure at J.P. Morgan Chase Bank. 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 searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations, with implementation support from affiliated entities.

Andrew Murray is a financial advisor at J.P. Morgan Securities in Columbus, OH, with 12 years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role at J.P. Morgan Securities since 2015, he worked at Morgan Stanley from 2014 to 2015. 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 includes centralized due diligence with both quantitative and qualitative research and may incorporate ESG criteria in its recommendations.

Brandon Hull is a Financial Consultant with experience in providing financial planning services. He has worked as an Investment Solutions Representative at Fidelity Investments since 2021 and previously served as a Financial Advisor at Landing Point Financial Group from 2016 to 2021. As a Certified Financial Planner, Brandon focuses on helping individuals and couples make decisions that support their lifestyle, protect their loved ones, and align with long-term goals. He aims to build plans that provide peace of mind and enable clients to focus on what brings them joy and happiness. Outside of his professional work, Brandon has interests in baseball, football, parenthood, pets, traveling, and volunteering.

Mickey Gilbert is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 credentials and 13 years of industry experience. He 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 asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence incorporating quantitative and qualitative research and may include ESG criteria in its recommendations.

Mark Juhasz is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial advice and services to clients through this esteemed firm. Additional details about his experience, areas of expertise, educational background, and personal interests are not provided.

Kevin Henke is a financial advisor at J.P. Morgan Securities in Columbus, OH, with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining J.P. Morgan Securities in 2026, he worked at Sanctuary Wealth, US Bank, and FTJ FundChoice. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm delivers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.