Andrea Larason is a financial advisor with Ameriprise in Powell, OH, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations primarily for assets managed within Ameriprise.

Amy Balster is a financial advisor with Ameriprise in Westerville, OH, holding a Series 66 designation. She joined Ameriprise in 2025 after seven years at Keller Williams and four years at Coldwell Banker Realty. Outside of her advisory role, she serves on the Board of Directors of the Westerville Chamber of Commerce and is Treasurer of the Volley Boosters at Westerville Central High School. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research-based strategies and algorithmic tools to generate personalized, tax-efficient recommendations.

Gerald Deignan is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with JPMorgan Securities LLC since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm delivers these services alongside brokerage, distribution, and investment management capabilities as a subsidiary of J.P. Morgan.

Dennis Copeland is a Series 66-credentialed financial advisor with J.P. Morgan Securities in Columbus, OH, where he has worked since 2012. He has 13 years of industry experience. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Brennen Duke is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked within various divisions of JPMorgan since 2019, including JPMorgan Chase Bank, N.A. Prior to joining JPMorgan, he gained experience at Liberty Mutual Insurance and Riley Hospital. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Christopher Sparks is a financial advisor at Edelman Financial Engines with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Financial Engines Advisors L.L.C., Arvest Wealth Management, and US Bank. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large client base through advisor-led and online offerings, and operates discretionary and non-discretionary programs overseen by an Investment Committee.

Eugene Kim is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining J.P. Morgan Securities in 2023. Before his financial services career, he held positions at Tesla and Ikea. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brooke Miller is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Opportunities for Ohioans with Disabilities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Dana Hinderliter is a Series 66-licensed advisor with 16 years of industry experience, currently with J.P. Morgan Securities in Columbus, OH. Prior to joining J.P. Morgan in 2026, Dana worked at Morgan Stanley for nine years and Merrill/Merrill Lynch/Bank of America for a combined 12 years. Outside of advisory work, Dana assists with catering at a family-owned deli and works as a skin care consultant. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Mark Arbogast is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Charles Sampson is a financial advisor at Charles Schwab in Columbus, OH, holding Series 63 and Series 66 credentials with 34 years of industry experience. His career includes ten years at Scottrade, Inc., and brief tenures at Huntington Investment Company and The Huntington National Bank before joining Charles Schwab in 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and brokerage operations.

Girard Henry is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014 and spent one year at Lyft from 2023 to 2024. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As part of J.P. Morgan, the firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

Michael Buchan is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior roles include positions at Halite Partners and Omni Financial Services Inc, as well as work in academic settings at Miami University and Columbus State Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services through a nationwide network of financial advisors and branch offices, operating under a fiduciary standard.

Hannah Nordin is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. She has held positions at both J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and has a background that includes work at The Ohio State University and in the restaurant industry. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

John Natale is a financial advisor at Ameriprise with 12 years of industry experience. He has held roles at JPMorgan Investment Management and Diamond Hill prior to joining Ameriprise in 2020. Natale is a co-owner of Cortile, LLC, which manages Ameriprise business activities. Ameriprise provides retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.

Alexander Whitney is a financial advisor at Fidelity with Series 66 credentials and less than one year of industry experience. His prior work includes roles at The Ohio State University, Towne Construction Services, and Beechmont Investments Inc. Outside of advising, he operates freelance video editing and online selling businesses. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Christian Laver is a financial advisor at Cambridge Investment Research Advisors with 43 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Financial Advisors Corporation for 37 years. Outside of his advisory role, he owns businesses in insurance and benefits consulting as well as other ventures. Cambridge Investment Research Advisors serves a wide range of clients, including individuals across wealth levels, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across various custody and platform arrangements.

Charles Gibson is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 65 and Series 63 licenses and 24 years of industry experience. He has been with J.P. Morgan Securities since 2012. 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 investment recommendations.

James Bardash is a financial advisor with Equitable Advisors in Powell, Ohio, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Equitable Advisors since 2008 and previously at Axa Advisors, LLC and Signator Investors, Inc. He is also a licensed attorney with limited use of a notary public license and participates in life settlement transactions through an approved broker. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset management programs. The firm uses a variety of advisory models and third-party managers, emphasizing fiduciary services and offering both proprietary and third-party investment solutions.

Maxwell Prentis is a financial advisor with Ameriprise who holds a Series 66 credential and has five years of industry experience. His prior roles include positions at Merrill and Merrill Lynch. Outside of finance, he has been involved in real estate ownership unrelated to his advisory work. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines research, third-party data, and algorithmic tools to provide tailored recommendations.