Aaron Singleton is a financial advisor with Ameriprise in Columbus, Ohio, holding a Series 66 designation and seven years of industry experience. Prior to joining Ameriprise in 2021, he worked at Cetera Advisor Networks and Voya Financial Advisors. Outside of his advisory role, he is a managing partner of a CPA firm, JL4K Holdings LLC dba AMS ProServ, providing tax preparation and planning services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients with offerings that include a specialized Premier Retirement Income service, which provides personalized retirement planning and tax-aware withdrawal strategies.

Susan Finefrock is a CFP® professional with 20 years of experience in financial advising. She is currently with OSAIC, having joined in 2024, and previously worked at Woodbury Financial Services, Cetera Advisor Networks, and Vantage Advisory Services. Susan serves as a FINRA arbitrator and holds leadership roles in the Zonta Club of Columbus, a nonprofit organization focused on supporting women’s causes. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage diverse portfolios and supports multiple advisory platforms and legacy programs.

Jeremy Crum is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and six years of industry experience. Prior to his current role beginning in 2022, he worked at JPMorgan Chase Bank from 2014 to 2022. Outside of his advisory work, he serves as a fill-in worship leader at Lifepoint Church. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a specialized range of services through its Institutional Consulting Services program.

Angela Leister is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 63 designation and 17 years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, NA, and Sterling Jewelers Inc. Outside of financial advising, she is involved in managing residential rental properties through Aries Rentals. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Colton Snyder is a Series 66-credentialed financial advisor with Fidelity Investments in Columbus, OH. He joined Fidelity in 2025 and has prior experience in various roles including at Behrs Buildings and Snagit LLC. His outside activities include involvement with Triway Youth Baseball and Wooster Parks and Recreation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment approach combines proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Cory Messaros is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes roles at Fifth Third Securities and Fifth Third Bank. 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 an ESG eligibility framework.

Sarah Lawson is a financial advisor at Ameriprise with nine years of industry experience. She has worked at Ameriprise since 2014 and has prior experience at Geometry Global, 97.1 The Fan: Columbus Dispatch, and the Columbus Blue Jackets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary research and third-party data to provide tailored, tax-aware withdrawal strategies.

Chad DeFife is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2011, progressing through various positions including Financial Consultant, Investment Consultant, Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Trader. Throughout his career at Fidelity, Chad has focused on assisting clients and their families in creating tailored financial plans. He emphasizes understanding each client as a unique individual and works collaboratively to develop plans that provide confidence in managing time and savings. Details regarding Chad's education, credentials, personal interests, and community involvement were not provided.

Amanda Beecher is a financial advisor at Edward Jones in Marysville, Ohio, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, managed accounts, and affiliated funds, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

Dimitri Valerio is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and seven years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2018. Outside of advising, he is involved in sales of home-related products and services through affiliated companies, including mortgage loan products and home security referrals. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with a range of model-delivery strategies and separately managed accounts, operating primarily as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Randy Martinez is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at TIAA for 17 years before joining J.P. Morgan Securities in 2022. Outside of finance, he owns and operates Randy Martinez Photography, a photography business he has run since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 and investment management capabilities.

Shivam Patel is a financial advisor with Primerica Advisors in Worthington, OH, holding five years of industry experience. He has been with PFS Investments Inc. since 2021 and Primerica Financial Services since 2019. Outside of his advisory role, Patel is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-driven investment strategies supported by third-party managers and custodial services.

Matthew Reis is a financial advisor with Primerica Advisors in Worthington, OH, holding 27 years of industry experience. He has been with Primerica Advisors since 1998 and Primerica Financial Services since 1997. Outside of investment advisory, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses an operational model focused on tiered wrap fees and ongoing oversight of its investment options.

David Lin is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at 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.

Mick Doyle is a financial advisor at J.P. Morgan Securities with a Series 66 designation. He has held positions at J.P. Morgan Securities and JPMorgan Chase Bank since 2026 and has prior experience at Lifetime Financial Growth/Guardian Life Insurance Co. His background also includes roles outside finance such as positions at P.F. Chang’s, Sherwin-Williams, and DoorDash. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG framework when recommending investment strategies.

Gregory Shumaker is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 17 years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2026 and was previously with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009. Outside of his advisory role, Shumaker is involved in video editing and creating customized slideshows through a separate business activity. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as retirement, education, and wealth transfer, using proprietary research and tools to develop tailored recommendations.

Christopher Manchester is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 credential and nine years of industry experience. He has been with J.P. Morgan Securities since 2016 and is also co-owner of an independent record label, Home Grown Universe, where he produces music and sells albums and merchandise. Additionally, he is involved in music production and strategy with Better Late Music. J.P. Morgan Securities LLC 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.

Deborah Caldwell is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at various J.P. Morgan entities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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.

Carlos Aviles is a Series 66-licensed financial advisor with J.P. Morgan Securities, bringing 21 years of industry experience. He previously worked at Merrill Lynch for 15 years before joining J.P. Morgan in 2022. Outside of his advisory role, he serves on the Board of Finance for the Town of Woodbridge, CT. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Cody Kidwell 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. Outside of his advisory role, he is involved with Frambes Entertainment LLC, where he works as a bartender. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.