Chibuzor Odife is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. He has held roles at Fidelity Investments and has worked in real estate as an independent contractor representing buyers and sellers. Odife also serves in the United States Air Force Reserve. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of investment vehicles, including model portfolios and registered investment companies.

Michael Binkley is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan since 2015, following a prior role at Edward Jones. Outside of his advisory work, he is a 50% owner and overseer of farming activities at Binkmers LLC. 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 combines quantitative and qualitative research with a forward-looking investment approach and offers broader derivatives and commodities capabilities.

Jason Rumpke is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with J.P. Morgan Securities since 2009 and previously worked at Chase Investment Services Corp. and Banc One Securities Corporation. 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. Their advisory process integrates quantitative and qualitative research, includes an ESG eligibility framework, and leverages the broader capabilities of affiliated investment-management entities.

Linda Campbell is a CFP® with 24 years of experience in the financial advisory industry. She is currently with Edelman Financial Engines in Columbus, OH, where she has worked since 2012 across affiliated entities within the firm. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools to offer diversified portfolios with a long-term investment approach, managing approximately $326 billion for around 477,000 clients.

Alisha Cochran is a Financial Consultant who collaborates with individuals and families to strengthen and secure their financial well-being by co-creating financial plans tailored to their unique goals. Her professional experience includes serving as a Vice President Financial Consultant at Charles Schwab from 2021 to 2022, and as a Merrill Financial Solutions Advisor at Merrill Lynch between 2019 and 2021. Prior to that, she worked as a Financial Advisor at Merrill Lynch from 2017 to 2019. Her earlier roles include Investment Supervision Officer at JPMorgan Chase from 2013 to 2017, Investment Trade Support Analyst at JPMorgan from 2011 to 2013, and Relationship Banker at JPMorgan from 2010 to 2011. Outside of her professional work, Alisha enjoys spending time at the beach, fitness activities, exploring food, and volunteering.

Chad Neichter is the Market Leader for the Ohio West Market at Fidelity Investments, a position he has held since 2025. In this role, he focuses on creating impactful experiences for clients and holds his team accountable for delivering service worthy of referrals to friends and family. Chad has extensive experience within Fidelity Investments, having held various positions including VP, Branch Leader from 2021 to 2025, Regional Planning Consultant from 2019 to 2021, and VP, Financial Consultant from 2013 to 2019. His career at Fidelity began in 2008 and includes roles such as Financial Consultant, Investment Consultant, and Retirement Solutions Representative. Outside of his professional responsibilities, Chad enjoys family activities, fishing, social events with friends, golf, hiking, and parenthood.

Carl Weise is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 26 years of experience in financial planning. He specializes in areas including college education planning, corporate benefits, executive compensation, personal retirement planning, philanthropic planning, socially responsible investing, special needs planning strategies, tax minimization, and retirement income. Carl works closely with a diverse client base, including retirees, doctors, business owners, and corporate executives, particularly assisting them with stock option, retirement, and deferred compensation benefit plans. Carl graduated from Cedarville University with a dual major in Finance and Accounting and has been a CERTIFIED FINANCIAL PLANNER™ certificant since 2002. Throughout his career, he has been recognized by Forbes as one of the "Best in State Wealth Advisors" for Ohio from 2022 through 2026. His approach to financial planning integrates principles from his Christian faith, emphasizing money as a tool to serve families, communities, and future generations. Beyond his professional role, Carl is actively involved in his community in Hilliard, Ohio, where he lives with his wife Erika and their four children. He and his family have contributed by serving as foster parents and participating actively in Northwest Bible Church. Carl's personal interests include basketball, fishing, golfing, hunting, and tennis.

Nicholas Lanctot is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior experience includes roles at Transamerica Capital Inc. and Nuveen Securities, LLC. He operates a support company called JDS Financial in Powell, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofits, employing tailored, non-discretionary planning and advanced analytical tools.

Jacob Larrison is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise since 2019 and previously spent eight years with Wells Fargo Advisors Financial Network LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides tailored, research-driven recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

Thomas Peck is a financial advisor at J.P. Morgan Securities in Columbus, OH, with 25 years of industry experience. He has held roles at J.P. Morgan Securities since 2012, preceded by six years at The Huntington Investment Company and a brief tenure at Chase Investment Services Corp. He holds Series 63 and Series 65 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, and recommendations may include ESG considerations.

John Parson is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked with J.P. Morgan Securities since 2008 and was also employed by Jpmorgan Chase Bank from 2010 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening, qualitative research, and forward-looking capital market assumptions, with capabilities that include derivatives and commodities strategies.

Anup Bhatt is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several related firms, including Banc One Securities Corporation and Chase Investment Services Corp. Outside of his advisory role, he serves as Vice President of Finance and Trustee for the Bharatiya Hindu Temple, where he manages donation processing and reporting. 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 non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Angela Mcneill is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked within various Fidelity divisions since 2010. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse portfolios and funds.

Holly Barthelmas is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. Her prior roles include positions at Morgan Stanley and Nationwide Investment Services Corporation. Outside of her advisory work, she owns Rooted Dog, LLC, where she works as a yoga instructor, and Big Dog Run, LLC, which manages an apiary. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a range of eligible investment strategies.

Jonathon Bonnoront is a Senior Financial Advisor with Merrill Lynch Wealth Management. He is a member of the Bonnoront-Mangiola Wealth Management Group, which includes three advisors, one Senior Relationship Manager, and two Client Associates. Jonathon works closely with clients to help them achieve financial goals such as retirement income planning, legacy planning, college education funding, and managing liquidity events. Since beginning his financial services career in 2017, Jonathon has concentrated on a goals-based approach to wealth management. He listens carefully to clients' needs to ensure every strategy is tailored to their individual objectives. His expertise includes portfolio management, personal retirement planning, legacy planning, investment strategy for individuals and corporations, and specialized services for endowments, foundations, and non-profits. Drawing on resources from Merrill Lynch and Bank of America, he provides comprehensive support to address various aspects of clients' financial lives. Jonathon holds a Bachelor's Degree from Mount Union College and professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Findlay with his wife, Casey. Outside of work, he has interests in cooking, football, ice hockey, reading, and skiing.

Jack Reinoehl is a financial advisor at MassMutual Investors Services with a Series 66 credential and experience in insurance brokerage. He has worked in insurance sales, focusing on life, disability, and health products, including roles at Corelife Companies and Rhino Advisory. Prior to his current advisory role, he spent several years at MassMutual Life Insurance Company and AT&T. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual planning engagements and a range of investment and educational programs.

Divam Giri is a Series 66-licensed financial advisor at J.P. Morgan Securities with six years of industry experience. He previously worked at Morgan Stanley and JPMorgan Chase Bank, N.A. before joining his current firm. 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, manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, incorporates ESG criteria, and offers broader derivatives and commodities capabilities.

Darnell Williams is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses with nine years of industry experience. His career includes prior roles at Morgan Stanley and Mass Mutual, along with multiple positions within JPMorgan Chase and J.P. Morgan 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, manager selection, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Joseph Marshall is a financial advisor with Ameriprise in Delaware, Ohio, holding Series 63 and Series 65 licenses with eight years of industry experience. Prior to joining Ameriprise, he worked at The Huntington Investment Company and The Huntington National Bank, as well as Fifth Third Securities and Fifth Third Bank. Outside of his advisory role, he co-owns Better Days Vacations LLC, a retail business focused on discounted travel arrangements. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides detailed retirement income planning and tax-aware withdrawal strategies. The service combines proprietary research and third-party data to develop client recommendations managed through a non-discretionary implementation process.

Taylor Roberts is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, Taylor collaborates with clients to assess their current financial situations and provides information on solutions available through Merrill and Bank of America. Taylor aims to equip clients with knowledge and tools to manage their financial lives effectively. Taylor holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from The Ohio State University. Their professional approach focuses on understanding what matters to clients and their families, assisting in the development of strategies to pursue financial goals.