Jackson Evans is a financial advisor with Equitable Advisors in Columbus, OH, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, he had brief roles at Northwestern Mutual and experience in various other fields including food service and healthcare support. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and diverse asset management programs through a network of Investment Adviser Representatives and third-party managers.

Patrick Hesketh is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 licenses. He has 15 years of industry experience, all with JPMorgan Chase Bank, NA and J.P. Morgan Securities since 2011. 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 searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes ESG considerations in its recommendations.

Susan Mogul is a financial advisor at Merrill with 27 years of experience at the firm and holds a Series 66 designation. She is based in Columbus, Ohio, and is involved as an owner and secretary in her family business, Excel Tire & Wheel. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Lindsey Kuebler is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2015, following six years at Morgan Stanley. Based in Columbus, OH, she provides advisory services through a well-established firm. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Mack Hartwell is a Wealth Management Advisor at Merrill Lynch Wealth Management with over thirty years of experience. He specializes in investment management, retirement planning, estate planning strategies, charitable gift planning, and family wealth management. Mack is a qualified Portfolio Manager and can manage personalized or defined strategies on a discretionary basis, including individual stocks and bonds, model portfolios, and third-party investment strategies. He holds the Certified Financial Planner (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., and the Certified Investment Management Analyst (CIMA®) designation administered by Investments & Wealth Institute® in conjunction with the Haas School of Business, University of California, Berkeley. Mack is also a graduate of The Ohio State University. Mack is actively involved in community service. He serves as a board member of The Unverferth House, has been a rider and fundraiser for Pelotonia for fifteen years, and volunteers as a race director emeritus for Bull Run Columbus benefiting Nationwide Children's Hospital. He is a dedicated supporter of The Ohio State University and its related activities.

Hac Pham is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in the financial sector since 2007, including positions at Securities America Advisors, Inc. and Chase Investment Services Corp. He has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks where appropriate.

Zachary Adams is a Series 66-licensed advisor with J.P. Morgan Securities in Columbus, Ohio, with nine years of industry experience. He has held multiple roles within the J.P. Morgan organization since 2016. Outside of his advisory work, he is a partner in a real estate LLC that manages a rental property. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice and investment manager searches for plan sponsors, corporations, and endowments, supported by a combination of quantitative and qualitative research and utilizing a non-discretionary advisory approach.

Kimberly Coleman is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has prior work experience at Fifth Third Bank and J.Crew Stores. 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 build model asset allocations and includes broader derivatives and commodities capabilities.

Sara Lucas is a Series 66-licensed financial advisor with Merrill in Columbus, OH, bringing 18 years of industry experience. She has been with Merrill since 2004 and has also worked at Bank of America since 2022. 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.

Ryan Cassidy is a Series 66-registered financial advisor with nine years of industry experience. He is currently with J.P. Morgan Securities in Columbus, OH, where he has worked since 2017 with a brief interlude at Capital Group and American Funds Distributors. His background includes roles at Morgan Stanley and Morgan Stanley Services Group Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research, incorporates ESG criteria, and offers broad derivatives and commodities capabilities.

Jennifer Newman is a Wealth Management Advisor with Merrill Lynch Wealth Management and a leader of Cress, Newman & Associates. She has dedicated her entire professional career to Merrill, joining the firm in 1994 and partnering with Mike Cress since 1996. Jennifer leverages more than 25 years of experience to assist individuals and families with a range of wealth management issues, including saving and investing, retirement strategy, next-generation stewardship, wealth transfer, and philanthropic planning. Her clients include physicians and healthcare professionals, as well as individuals transitioning into and through retirement. Jennifer offers technical insight and practical advice that align a client’s broad financial objectives with actionable solutions. She holds the Certified Investment Management Analyst (CIMA®) designation awarded by the Investments & Wealth Institute in conjunction with the Wharton School at the University of Pennsylvania, as well as the Chartered Retirement Planning CounselorSM (CRPC) designation. Jennifer earned a Bachelor’s degree from The Ohio State University. In addition to her professional work, Jennifer is involved in community outreach. She serves on the board of the American Cancer Society for Ohio, West Virginia, and Northern Kentucky, and co-founded and co-chairs the C2C Relay Run fundraising event. She is also the secretary for the Dublin Coffman High School Cheer Boosters and chairs the Bank of America Columbus Community Volunteers program. Previously, she served as president of the Greater Columbus Advisory Council and was a founder and steering committee member of the Merrill Bull Run benefiting Nationwide Children’s Hospital.

Rohit Sharma is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2005 after earning a Bachelor of Science degree in Finance and Marketing from the Fisher College of Business at The Ohio State University. Rohit holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor™ designation. Rohit takes a disciplined and holistic approach to wealth management, focusing on aligning clients’ objectives with market realities to create consistent returns aimed at meeting their stated financial goals. He emphasizes client engagement in developing personalized strategies, working closely with individuals and families to address areas such as family wealth management, legacy planning, tax minimization, and retirement income. Rohit coordinates with clients’ CPAs, attorneys, and specialists from Bank of America Private Bank to provide comprehensive financial resources and solutions. Born in Vancouver, British Columbia, Rohit’s perspective has been shaped by living in various countries including India and Singapore before settling in Columbus. Outside of his professional role, he is an avid fan of Buckeyes football and basketball. Rohit resides in Columbus with his wife, Shipra, an interior designer.

Jeffrey Lammert is a CFP® professional with 27 years of industry experience, currently affiliated with OSAIC since 2025. He has previously worked at Lincoln Financial Advisors, U.S. Bancorp Investments, Inc., Chase Investment Services Corp., and Raymond James Financial in various capacities. Jeffrey is also licensed to offer insurance products including accident and health, disability, long term care, annuities, and life insurance. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with a multi-advisor platform offering brokerage and advisory services, encompassing financial planning, managed portfolios, and third-party money manager programs.

John Altieri is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and 11 years of industry experience. His prior work includes roles at The Huntington National Bank, The Huntington Investment Company, Tidewater Management Group, Global View Capital Management, and Purshe Kaplan Sterling Investments. Outside of finance, he serves as commissioner and president of Columbus Sports LLC, an adult soccer league he has managed since 2000. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm delivers customized retirement-income recommendations based on proprietary research and third-party data, focusing on dependable income sources and tax-efficient withdrawal strategies.

Brice Steffes is a financial advisor with J.P. Morgan Securities in Columbus, OH. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining J.P. Morgan Securities in 2018, he worked at PNC Investments from 2012 to 2018. 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 advisory process involves centralized due diligence combining quantitative and qualitative research, with a focus on written asset allocation advice and customized performance reporting.

Alex Arenschield is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation. Outside of his advisory work, he is involved as an owner and partner in Dome Rentals LLC, a company focused on building and renting structures on platforms like Airbnb. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The program integrates quantitative and qualitative due diligence and offers access to a broad range of investment strategies, including ESG frameworks.

Kevin Smith is a financial advisor at J.P. Morgan Securities with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working concurrently at JPMorgan Chase Bank, N.A. since 2009. His prior experience includes roles at OSAIC and Raymond James Financial Services, Inc. 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 combines quantitative and qualitative research to develop model asset allocations and incorporates derivatives and commodities capabilities.

John Schatz is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 63 designation and previously spent 25 years at Lincoln Financial Advisors. Outside of his advisory work, he is an active numismatist, collecting and occasionally trading coins. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

William James II is a financial advisor at RBC Capital Markets with 33 years of industry experience. He has held roles at UBS Financial Services, Merrill, and Legg Mason Wood Walker, Incorporated. Outside of advising, he owns and operates a small arms instruction business and manages an agricultural sole proprietorship focused on beekeeping and tree cultivation. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and nonprofits. The firm offers tailored investment strategies with a range of advisory programs and portfolio management options supported by a broad capital-markets platform.

Kyle Tate is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2017, following a one-year tenure at Nationwide Investment Services Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations and includes capabilities in derivatives and commodities.