Beverly Ressler is a financial advisor with Merrill in Columbus, Ohio, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. She has been with Merrill since 1991. Outside of her advisory role, she serves as a fiduciary guardian for her brother, managing his financial and medical affairs. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Max Mollaun is a financial advisor with Ameriprise in Sunbury, OH, holding a Series 66 designation and three years of industry experience. His prior work includes roles at JP Morgan and Facet Wealth. Outside of finance, he worked at WQME Radio Station from 2013 to 2017. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Robert Moranville is a financial advisor with Raymond James Financial in Powell, Ohio, holding a Series 63 designation and with 23 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2008, following a prior year at Edward Jones. Outside of his advisory role, Moranville serves on the finance and investment committee as well as the leadership board of Powell United Methodist Church, where he participates in overseeing the church’s endowment fund. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers non-discretionary, tailored advice supported by advanced risk profiling and modeling tools and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Rachel Gittens is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, alongside a nine-year period running her own advisory practice. 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 delivered through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory programs supported by an in-house manager solutions team and centralized due diligence.

Nate Smock is a Vice President and Financial Consultant at Fidelity Investments. In his role, he partners with individuals and families to develop, maintain, and understand their retirement plans. He collaborates closely with clients to create intentional retirement strategies and educates a diverse client base to support informed financial decision-making. Nate has been with Fidelity Investments since 2013, progressing from Investment Consultant to Financial Consultant, and currently serving as Vice President, Financial Consultant. He holds a California Insurance License. Outside of his professional responsibilities, Nate's personal interests include family activities, football, social events with friends, golf, military service, and traveling.

Karen Rivers is a financial advisor with Wells Fargo Advisors in Columbus, OH, holding a Series 66 designation and 10 years of industry experience. She has been with Wells Fargo Advisors since 2015. Outside of her advisory role, she serves as a notary in Ohio and also assists with cleaning office spaces on a limited basis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, with implementation options through brokerage or advisory programs.

John Giberson is a financial advisor at Edward Jones in Delaware, Ohio, holding the Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a large nationwide network of advisors and branch offices. The firm provides a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services.

Timothy Holsinger is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Securities LLC since 2014. Based in Columbus, OH, he provides advisory services within a large institutional framework. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm delivers these services alongside brokerage, distribution, and investment management capabilities.

JD Sprague is a Financial Consultant at Fidelity Investments, where he has been working since 2024. He has held several roles at Fidelity since 2021, including Investment Consultant, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, he was an Internal Wholesaler at Nationwide Financial from 2016 to 2021. As a Certified Financial Planner, JD focuses on assisting clients with their financial plans. His experience spans various aspects of financial consulting and investment advising, gained through his progressive roles at Fidelity and Nationwide Financial. JD is originally from Cincinnati and played quarterback at Ohio University from 2012 to 2016. He enjoys supporting Cincinnati sports teams, playing golf, and spending time with his family, which includes his wife and their two young sons.

Jeffrey Beasley is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Avantax and Independent Financial Partners. Outside of his advisory work, he serves as a youth coach for the Plain City Area Ball Association, a nonprofit organization offering youth sports programs. Cetera Investment Advisers LLC distributes its services through a large network of independent advisors, serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through various program platforms and custodial relationships.

Christine Lambert is a financial advisor with Wells Fargo Advisors in Columbus, Ohio, holding Series 63 and Series 66 credentials and possessing 33 years of industry experience. She previously worked at The Huntington Investment Company from 2016 to 2022 before joining Wells Fargo Advisors in 2022. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses Wells Fargo research and tools to develop tailored recommendations for its clients.

Elizabeth Cramblett is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She began her career as a Financial Advisor with Northwestern Mutual from 2024 to 2026. Elizabeth holds a California Insurance License. She grew up in Lewis Center, Ohio, and currently lives just north of Central Ohio with her fiancé and their two cats. Outside of work, Elizabeth enjoys traveling, hosting social gatherings, spending time with family, and engaging in music and singing activities.

Jeffrey Schrepferman is a financial advisor with Raymond James Financial, holding a Series 63 designation and 27 years of industry experience. He has been with Raymond James Financial Services since 2004 and the broader firm since 2009. He is a co-owner of KMS Partners, LLC, a business established with two colleagues to manage office expenses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a network of advisors with a range of advisory programs and specialized municipal and retirement plan consulting services.

Nicholas Robinson is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2016, including prior experience at Chase. Outside of his advisory role, he works as a contracted food delivery driver for DoorDash, Uber, and Grubhub. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

George Mcfarlane is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities 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 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.

John Foley is a financial advisor with Raymond James Financial, holding a Series 66 designation and totaling 14 years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. since 2012 and previously with Asset Management Consultants. Outside of his advisory role, Foley serves as an officer responsible for investments at both Foley & Fields and Sterling Financial Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and consulting using detailed analytical tools and supports a broad network of advisors through various advisory programs.

Andrew Murray is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He has been with J.P. Morgan Securities since 2015 and holds Series 63 and Series 66 credentials. 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 institutional advisory expertise with affiliated brokerage and investment management capabilities.

Brandon Hull is a Financial Consultant with experience in providing financial planning services. He has worked as an Investment Solutions Representative at Fidelity Investments since 2021 and previously served as a Financial Advisor at Landing Point Financial Group from 2016 to 2021. As a Certified Financial Planner, Brandon focuses on helping individuals and couples make decisions that support their lifestyle, protect their loved ones, and align with long-term goals. He aims to build plans that provide peace of mind and enable clients to focus on what brings them joy and happiness. Outside of his professional work, Brandon has interests in baseball, football, parenthood, pets, traveling, and volunteering.

Mickey Gilbert is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Securities LLC since 2013. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Kevin Henke is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Sanctuary Wealth, US Bank, FTJ FundChoice, and The Bank of Kentucky (BB&T/Truist). J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investments.