Natalee Adams is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Wright Patt Credit Union, PNC Bank, Nationwide Financial, and the City of Columbus. Outside of her advisory work, she is involved with TRLT Ventures LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning advice and a written Recommendation Report for clients approaching or in retirement.

Zachary Welch is a financial advisor at Thrivent Investment Management with two years of industry experience. Prior to joining Thrivent, he spent ten years with Kempersports, where he was involved in golf operations. Outside of his advisory role, Welch continues to work in golf operations, assisting with day-to-day activities at a public golf course. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning covering retirement, tax, estate, and other areas. The firm offers a combined planning and managed-account program while maintaining separate service structures and does not serve institutional clients with portfolio management.

Fabian Padamadan is a Certified Financial Planner (CFP®) with 20 years of industry experience. He is currently with J.P. Morgan Securities in Columbus, OH, where he has worked for over a decade, alongside roles at JPMorgan Chase Bank, N.A. and NHB Holdings 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 within a non-discretionary advisory framework.

Patrick Giller is a financial advisor at OSAIC with 32 years of industry experience. He holds a Series 63 designation and has worked extensively with Lincoln National Life Insurance Company and its affiliated entities since 1993. In addition to his advisory role, he is an insurance agent offering accident and health, disability, traditional life insurance, fixed annuities, and life settlements. Osaic Wealth serves a diverse client base including retail and institutional investors, providing a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Samuel Muller is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, The Prudential Insurance Company of America, and SpaceX. Outside of finance, he is involved with Pack Tactic Games, a business he has been associated with since 2026. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities in derivatives and commodities.

Amy Rash is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. She has worked with J.P. Morgan Securities for over two decades, with a brief tenure at Morgan Stanley in 2022. Rash also serves as a FINRA arbitrator for ad hoc cases involving disputes between investors and brokerage firms. 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 combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework and offering broader derivatives and commodities capabilities.

Doug Bates is a Series 66-credentialed financial advisor with Edward Jones, based in Westerville, OH. He has one year of industry experience, including a 16-year tenure at National Affordable Housing Trust. Outside of his advisory role, he serves as a consultant for Marble Cliff Capital, an affordable housing syndicator, where he reviews budgets and financials and advises on policies and procedures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a nationwide network of over 23,000 financial advisors.

Riley Larimore is a Series 65-licensed financial advisor with 18 years of industry experience, currently working at Edelman Financial Engines in Columbus, OH. He has been with the firm and its predecessor entities since 2012, including time at The Mutual Fund Store from 2008 to 2012. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with a focus on diversified model portfolios and long-term orientation.

Sarah Barnhart is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her career includes roles at Morgan Stanley and Citigroup Global Markets. Outside of her advisory work, she is involved in direct sales for a skincare company, Rodan and Fields LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Susan Scrimenti is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has been with Merrill since 1996. 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.

Sandra Holland is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at ACA Global, PNC Wealth Management, Raymond James & Associates, and Ameriprise Financial. She is also commissioned as an Ohio notary. 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 incorporates centralized due diligence and combines quantitative and qualitative research to develop model asset allocations.

Laura Rankin is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. She has worked at Cambridge Investment Research since 2020 and previously at Edward Jones from 2015 to 2019. Outside of her advisory work, she is involved in small business activities including ownership of a meal prep service and roles as a waitress and bartender. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Braden Boomsma is a financial advisor at Edward Jones in Plain City, Ohio, holding a Series 66 designation. He has been with Edward Jones since 2026 and has prior experience in the agriculture and management sectors. Boomsma was previously involved with Nature Pure LLC and Bud Antle / Dole Fresh Vegetables. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Jason Palmer is a financial advisor with Ameriprise in Sandusky, Ohio, holding a Series 66 designation and 22 years of industry experience. He previously worked for RIVERSOURCE DISTRIBUTORS INC for 12 years before joining Ameriprise in 2024. Palmer serves as Secretary on the Dublin Jerome Marching Band Board, a nonprofit organization associated with Dublin City Schools. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver tailored, algorithm-assisted recommendations focusing on income sources, tax efficiency, and Social Security options.

Kathleen Fisher is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Chase Investment Services Corp., UBS Financial Services, and RBC Capital Markets. Fisher is also Vice President and Primary Licensee of Chase Insurance Agency, Inc. 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 supported by centralized due diligence and a combination of quantitative and qualitative research.

Christopher Sullivan is a Series 66 licensed financial advisor with Edward Jones in Dublin, OH, where he has worked since 2019. He has a total of six years of industry experience, including 12 years at Aqua Doc prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large national network of advisors and branch offices.

David Bookheimer is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses. Prior to his current role, he worked at Bass Pro Shops and Amazon, and attended The Ohio State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence using quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Evan Shvach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2014 and focuses on relationship and wealth management for his team’s clients. Evan provides a comprehensive approach to managing wealth that begins with understanding each client’s priorities and goals, delivering personalized financial strategies tailored to their needs. He offers access to both Merrill’s investment insights and Bank of America’s banking services to address various aspects of clients’ financial lives. Evan’s areas of expertise include college education planning, employee benefits planning, executive compensation, managing new wealth, personal retirement planning, portfolio management, and retirement income. He holds a Bachelor of Science in Finance from The Ohio State University, earned in 2016, and holds the Personal Investment Advisor (PIA) designation. Evan and his wife reside in Pickerington, Ohio. Outside of work, his interests include basketball, cooking, football, golfing, ice hockey, volleyball, and spending time with his family.

James Johnson is a financial advisor at Osaic with 11 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors for 10 years. Outside of his advisory role, he is also an insurance agent offering fixed insurance products, including fixed and indexed annuities. Osaic Wealth serves a diverse client base, including retail investors, institutional clients, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment process and multiple platform arrangements.

Devin Mullane is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 18 years of industry experience. He previously worked at Chase Investment Services Corp. before joining J.P. Morgan Securities in 2012. Outside of his advisory role, Mullane operates an art sales business online, donating a portion of the proceeds. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.