Joseph Vinciguerra is a financial advisor at Morgan Stanley with 36 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, following an 11-year tenure at Bank of America and over three decades at Merrill. Outside of his advisory role, he is the sole proprietor of an agricultural property management business in Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and proprietary planning tools.

Mark Aldridge is a financial advisor with Raymond James Financial in Dublin, Ohio, holding CFP®, CFA®, ChFC®, and Series 63 designations and 41 years of industry experience. He has been with Raymond James since 2005 and also owns Aldridge Financial Consultants, LLC. Additionally, he is the proprietor of Ridgebourne DGA LLC, which is involved in land rental activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and various organizations. The firm employs tailored, non-discretionary planning and risk profiling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jessica Sease is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan since 2015. Outside of her advisory role, she serves as the unpaid President of the Starview Condominium Association in Columbus, Ohio. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research, offering recommendations that may include ESG considerations and are implemented through affiliated investment-management entities.

James Johnson is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in several business ventures, including serving as president and owner of JaDaley LLC and JaBeaux. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Cynthia Elmore is a Senior Financial Advisor with The Cenname Team at Merrill Lynch Wealth Management. She has been providing support and advisory services to the team's corporate 401(k) and executive equity compensation plans since 2000. Cynthia assists individuals, families, and corporations by offering guidance to navigate the complexities of managing wealth and capitalizing on available resources. She serves as a key client contact and coordinates strategies incorporating insights from team members and specialists across the enterprise. With over 25 years of experience, Cynthia specializes in advising executives who have accumulated wealth through equity compensation plans. Her work encompasses wealth strategy, benefits analysis, investment management, cash-flow analysis, budgeting, liability management, retirement planning, higher education savings, and charitable giving. She is knowledgeable in diversification strategies and relevant legal requirements such as Form 144, Form 4 filings, and Rule 10b5-1 transactions. Additionally, Cynthia manages relationships with corporate employee benefits clients, facilitating the development and implementation of equity compensation plans, 401(k) plans, and profit-sharing plans. Prior to joining The Cenname Team, Cynthia served as the Director of Operations at The Huntington Investment Company, where she led multiple functional areas and participated on the Investment Product Committee and Management Team. She began her financial services career in 1991 after earning a Bachelor of Science degree in Finance from Miami University in Ohio. Cynthia holds several professional designations including Chartered Retirement Planning Counselor™, Certified 401(k) Professional, and Certified Plan Fiduciary Advisor®. Outside of work, she volunteers with organizations promoting sailing education for children. Cynthia resides in Columbus with her husband and two children and enjoys activities such as golfing and sailing with her family.

Jeremy Hoepf is a financial advisor with Equitable Advisors in Worthington, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2006. Outside of advising, he is involved in the sale of group short-term disability insurance through an outside carrier. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party program sponsors to deliver customized advisory solutions.

Andrew Simms is a ChFC® and holds Series 63 and Series 65 licenses with eight years of industry experience. He is currently affiliated with LPL Financial and previously worked at Nationwide Investment Services Corp, Cadaret, Grant & Co., Inc., and Relph Benefit Advisors. Outside of his advisory role, he is involved with AccelWell and CentricHC, which are non-investment related businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services through a large network of investment adviser representatives who use proprietary research, third-party subadvisors, and customized strategies.

Anthony Di Novo is a financial advisor with Merrill in Columbus, OH, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of America, Guild Associates, and Guild Biosciences. He also has a background in education, having worked at the University of Dayton, Bishop Watterson High School, and St. Brendan Elementary. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Todd Hall Jr. is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities LLC and Guardian Life. Outside the financial industry, he previously managed a bar and arcade business for six years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services and managing model portfolios through systematic methodologies.

Devon Dobres is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Devon held positions at ACRES Capital and Foundation Title and has also worked in various roles at The Ohio State University. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Luke Cotter is a financial advisor at Morgan Stanley in Dublin, Ohio, holding a Series 66 designation with one year of industry experience. His prior experience includes roles in catering and hospitality, as well as positions at Ohio State University and Miami University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client engagements and Corporate Financial Planning agreements.

Darlene Shaw is a financial advisor with LPL Financial in Dublin, Ohio, holding a Series 63 designation and 35 years of industry experience. She has previously worked at Independent Financial Partners, IFP Securities LLC, Stratos Wealth Partners, LTD, and had an earlier tenure at LPL Financial. Outside of her advisory role, Shaw is commissioned as a notary in Hilliard, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Sherry Tilson is a financial advisor at Ameriprise with 19 years of industry experience and holds a Series 66 designation. She previously worked at Worthington Wealth Management and Benjamin F Edwards & Co. Tilson is also involved in healthcare research through her outside employment with Life X Research Corp, where she contributes to health-related questionnaires. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Katherine Amburgey is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Diamond Hill and JPMorgan Asset Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, leveraging a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its regulatory roles, use of algorithmic methods and AI in research, and its advisory services to multiple registered investment companies.

Howard Rudolph is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses with 20 years of industry experience. His career includes roles at JPMorgan Chase Bank, NA, Truist Advisory Services, Truist Investment Services, INC., and Harrisdirect LLC. He serves as a volunteer board member and coordinator for the Easton Youth Hockey Association, where he is involved in managing fundraising and organizational activities. 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 offers non-discretionary, customized asset allocation advice, investment manager searches, and performance reporting, supported by centralized due diligence and a team-based advisory process.

Adam Pusateri is a CFP® with 24 years of industry experience, currently affiliated with LPL Financial since 2021. He spent 19 years at Lincoln Financial Advisors and Lincoln National IIFE before joining LPL. Based in Columbus, OH, he is involved with Bluestone Wealth Partners, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan Ristofski is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, serving previously as a Workplace Planning Consultant from 2022 to 2025 and as a Relationship Manager from 2025 to 2026. Ryan focuses on financial planning and works closely with clients to develop goal-focused plans that evolve over time. He emphasizes building lasting relationships with clients and their families based on trust and collaboration. Ryan's professional experience at Fidelity Investments encompasses various aspects of financial planning and client relationship management. Outside of his professional life, he enjoys activities such as beach outings, biking, golf, playing instruments, spending time at the lake, and running.

Eric Franklin is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial advisory services to clients, helping them manage their wealth and plan for their financial goals. Details regarding his experience, educational background, credentials, personal interests, or community involvement have not been provided.

Donald Morris is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 42 years of industry experience. His prior work includes roles at Columbus Divorce Advisors and A Better Divorce Solution, where he has been involved since 2018. Morris is also a Certified Divorce Financial Analyst and an industry arbitrator for FINRA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management through a large advisor network.

Mary Mckenna is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and 11 years of industry experience. She previously worked at Safelite for seven years and has been with Primerica since 2015. Outside of advising, she is involved in internet retail sales in Columbus, OH. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers model-based investment strategies managed by unaffiliated asset managers and operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.