Edwin Taylor is a financial advisor with Primerica Advisors in Worthington, OH, holding 15 years of industry experience. He has worked at Primerica Financial Services since 2009 and has concurrent roles at PFS Investments Inc and Express Scripts. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm emphasizes a wrap-fee structure and curates third-party asset managers with oversight over model selection and implementation.

Donald Lambert is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with J.P. Morgan Securities since 2013, including its predecessor entity, and focuses on institutional consulting services. J.P. Morgan Securities provides advisory services to institutional clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a large team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management functions.

Reno Tusing is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having eight years of industry experience. His work history includes roles at Ameriprise Financial Services and J.P. Morgan Securities, as well as a period working outside the financial sector at FireBirds Wood Fired Grill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Sarah Ahmad is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Wells Fargo, and the U.S. Department of the Treasury. She is also involved with Prima Impero LLC, an outside business activity. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Andrew Hayek is a financial advisor with LPL Financial based in Westerville, Ohio. He holds the CFP® designation and the Series 66 license, with 25 years of industry experience. Prior to joining LPL Financial, he worked at J.P. Morgan Securities, Chase Investment Services Corp., Banc One Securities Corporation, and Morgan Stanley DW Inc. He is also co-owner and managing partner of Hayek Squared, LLC. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors, utilizing both proprietary and third-party strategies.

Melissa Rush is a financial advisor with UBS Financial Services in Powell, OH, holding a Series 63 designation and 32 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocations.

Sylvia Aryee is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing six years of industry experience. Her background includes roles at FIFTH THIRD BANK, Huntington Bank, and Amway, as well as operating an Etsy business. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with due diligence and an ESG framework to inform non-discretionary recommendations.

Dakota Hutzler is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, Dakota worked at Morgan Stanley, Pride Technologies, KeyBank, and Kent State University. 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 a range of individual and institutional clients.

Dena Russell is a financial advisor with LPL Financial in Delaware, Ohio, holding a Series 63 designation and 19 years of industry experience. She has been with LPL Financial and its predecessor firms since 2005. Russell serves as a nonprofit board member at the Ohio Living – Sarah Moore Retirement Community. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various technology tools and a broad network of over 22,800 advisors.

Luis Mejia is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their individual priorities and develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. His services encompass general investing, retirement planning, and preparing for unexpected financial needs. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Luis holds a high school diploma from Lancaster High School and has earned the Personal Investment Advisor (PIA) designation. Fluent in English and Spanish, he is a member of the Hispanic Chamber of Columbus. His client focus areas include personal retirement planning, sports and entertainment, and retirement income. Outside of his professional work, Luis enjoys spending time with his family and engaging in activities such as baseball and cooking.

Brooke Thayer is a financial advisor with Merrill in Columbus, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2023, she worked at Northwestern Mutual and has involvement with The Ohio State University, including a board member role for the Ohio State University Dance Team Alumni Association, focusing on event planning. 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 accounts.

Daniel Moore is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has previously worked with firms including Avantax Advisory Services and Key Bank. Moore is also involved with IGNYTE Financial LLC, where he provides financial, tax, and estate planning services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management options, including access to affiliated and third-party money managers, supporting a broad range of investment programs and strategies.

Angela Berry is a financial advisor with OSAIC and holds the ChFC® designation along with Series 63 and Series 65 licenses. She has 30 years of industry experience, including roles at Woodbury Financial Services, Cetera Advisor Networks, and Vantage Financial Group. Berry is also the Chief Operating Officer and co-owner of Wealth Management Solutions, LLC, where she oversees office operations and administrative staff. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party managers, using various tools and programs to build and manage portfolios on both a discretionary and non-discretionary basis.

Trenton Hostutler is a Series 66-licensed financial advisor with Edward Jones, based in Delaware, Ohio, and has six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Bloomin Brands Inc and First Energy Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Brian O'Keefe is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 29 years of industry experience. He previously worked at Next Financial Group from 2013 to 2021 before joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2021. J.P. Morgan Securities LLC 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.

Philip Ulery is a CFP® credentialed financial advisor with 12 years of industry experience, currently with Edward Jones since 2013. He works out of Delaware, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of about 23,701 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Felix Agbebo is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2017. Prior to that, he worked at Thirty-One Gifts from 2015 to 2017. J.P. Morgan Securities LLC 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 its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Matthew Schulter is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 22 years of industry experience, including roles at JPMorgan Chase Bank, N.A., Chase Investment Services Corp., and Osaic FA, Inc. Outside of his advisory work, he is an investor in Rick Hollow, LLC, a private rental cabin venture shared with another couple. 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. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Edward Bacher III is a CFP® with 18 years of industry experience, currently serving at LPL Financial since 2022. He previously worked at VOYA Financial Advisors and Voya Financial Partners, accumulating a total of 10 years with those firms. Outside of his advisory role, he is involved in non-variable insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, leveraging a large network of advisors and multiple platform options.

Kyle Goins is a CFP® with 13 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has previously worked at Commonwealth Financial Network and Columbus State Community College. Outside of his advisory role, he is involved with Goins Wealth Strategies, a non-investment-related business based in Marysville, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, and supports various advisory programs and institutional consulting services.