Julie Wander is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with J.P. Morgan Securities since 2012, previously working at Chase Investment Services Corp., Wells Fargo Advisors, and Fifth Third Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process relies on centralized due diligence combining quantitative and qualitative research and incorporates ESG eligibility frameworks in its investment recommendations.

Ryan Goodwin is a financial advisor with Equitable Advisors in Columbus, OH, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2002. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—along with pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing both firm-offered and third-party advisory solutions.

Sarah Courtney is a Series 66 licensed financial advisor with Merrill in Columbus, OH, where she has worked for 10 years. She has nine years of industry experience. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, utilizing internal and third-party managers.

Michael Andreski is a Series 66-licensed financial advisor at J.P. Morgan Securities with eight years of industry experience. He previously worked at Morgan Stanley from 2012 to 2018 before joining J.P. Morgan where he has been since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation supported by affiliated investment-management entities.

Hershel Proffitt is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at H. Beck, Inc. and FSC Securities Corporation. He is also a co-owner of a real estate rental business in Mount Dora, Florida. 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 advisory and brokerage services with various investment approaches, supporting over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Carmina Marie Nicolas is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 66 licenses and nine years of industry experience. She has been with Merrill since 2018, with prior experience at Fidelity Brokerage Services, LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Peter Fox is a financial advisor at Merrill with 22 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2003. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Ward is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and has worked at Woodbury Financial Services, Cetera Advisor Networks, and Vantage Financial Group. In addition to his advisory role, Ward owns and operates the William E Ward Insurance Agency, which provides life insurance, fixed annuities, and disability insurance services. OSAIC Wealth serves a diverse client base including retail and institutional clients, offering a range of brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, supporting strategies through multiple affiliated broker-dealer and RIA platforms.

Roland Heidelberg Jr. is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has worked at J.P. Morgan Securities since 2017, following roles at Morgan Stanley and Morgan Stanley Services Group Inc. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process leverages centralized due diligence with both quantitative and qualitative research, incorporating an ESG eligibility framework and broader derivatives capabilities.

Steven Oxley is a financial advisor with LPL Financial based in Westerville, OH, holding 38 years of industry experience. He has worked at multiple insurance and financial firms over his career, including Principal Life Insurance Company, Allianz Life Insurance, and Oxley Financial Services, which he operated for 18 years. 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 advisory and brokerage services supported by a large network of investment adviser representatives and combines advisory platforms with non-advisory financial activities such as insurance and credit services.

Gary Stout II is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Fidelity and holds Series 63, 65, and 66 licenses. His career includes over two decades with Fidelity Brokerage Services and related Fidelity affiliates. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves a broad range of clients through discretionary and non-discretionary advisory services.

Robert Hetterscheidt is a financial advisor with Edward Jones in Sunbury, Ohio, holding a Series 63 designation and 27 years of industry experience. He has worked at Edward Jones since 1998. Outside of his advisory role, he serves as a board member of finance and chairman of the investment committee for the Catholic Diocese of Columbus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Christine Heilmann is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Chase Investment Services Corp. and her own firm, Heilmann Group, LLC. 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 uses centralized due diligence combining quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks.

Jonathan Beck is a financial advisor with Cambridge Investment Research Advisors, holding the Series 66 designation and three years of industry experience. He previously worked at Janney Montgomery Scott and has been involved as a basketball official for nearly a decade. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable clients, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Eugenia Markov is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2017, following two years at JPMorgan Chase Bank. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with an ESG eligibility framework and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Aria Marting is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Aria worked at The Little Bar in Columbus, Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Richard Obrien is a financial advisor with LPL Financial in Columbus, OH, holding a Series 63 designation and 39 years of industry experience. He worked for Lincoln Financial Advisors and Lincoln National Life for 20 years before joining LPL Financial in 2021. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Paul Carbetta II is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, Carbetta has served as past chairman of the Dicke College of Business Advisory Board at Ohio Northern University and holds leadership roles in several business and community organizations. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized, written recommendation reports through a centralized consulting team.

Stephen Pell is a financial advisor with Cetera, holding a Series 63 designation and over 40 years of industry experience. His career includes roles at VOYA Financial Advisors and his own practice, Stephen A. Pell, as well as longstanding involvement with Fidelity Union Life Insurance Company. Pell is also an independent insurance agent and owner of Pell Financial Services, a financial services DBA. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial relationships.

Clay Daney is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 designations and bringing eight years of industry experience. His career includes roles at J.P. Morgan Chase Bank, KeyBank, and Klarna Inc. 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 supported by a centralized due diligence team.