Ian Cuevas Cox is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2020. His prior experience includes roles at Jpmorgan Chase Bank, Alliance Data, and Sb Nation/Vox Media. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG eligibility frameworks when appropriate.

Justin Booher is a financial advisor at J.P. Morgan Securities in Columbus, OH, with nine years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Morgan Stanley and Morgan Stanley Services Group Inc. before joining J.P. Morgan Securities in 2017. 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 focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence that integrates quantitative screens, qualitative research, and forward-looking capital market assumptions.

Kavitha Raghukanth is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds the Series 63 and Series 66 designations and has worked within various divisions of J.P. Morgan since 2015. 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 and fund searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative screening and qualitative research to support its advisory recommendations.

Braedon Killion is a Financial Advisor with Merrill Lynch Wealth Management, serving as a member of The Weise Team. Recognized in 2025 by Forbes on their "Best-In-State Wealth Management Teams" list for Ohio, he focuses on helping individuals and families make confident, values-based financial decisions. His client focus areas include family wealth management strategies, managing new wealth, and personal retirement planning. Braedon holds a bachelor's degree from Cedarville University, with majors in Finance and Accounting and minors in Business Analytics and Biblical Studies. His professional background includes experience in venture capital and financial planning, and he holds the designations of Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). His approach combines personalized strategies with clear, consistent guidance, emphasizing trust and client interests. Outside of his professional role, Braedon enjoys camping, hiking, running, and traveling. He believes that financial freedom, built on a foundation of trust and a thoughtful plan, is one of life's greatest accomplishments.

Daniel Farrell is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for 15 years and Chase Investment Services Corp. for 4 years before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with centralized due diligence supporting its advisory process.

Justin Weisman is a Series 66-credentialed advisor with 10 years of experience, currently with J.P. Morgan Securities in Columbus, OH. His prior work includes roles at UBS Financial Services, Bank of America, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may include ESG criteria, supported by affiliated implementation and portfolio services.

Brian Mccleave is a financial advisor at Fisher Investments with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GWFS Equities, Inc. and Prudential Insurance Company of America. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research with a centralized portfolio management system to construct diversified portfolios and manages risk through tax-aware processes and defensive tactics.

Andrew Sutton is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked at several branches of J.P. Morgan since 2012, as well as at The Huntington Investment Company and Ameriprise. Based in Columbus, OH, Sutton’s career has been focused within major financial institutions. 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 emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Nicole Downing is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Nationwide Investment Advisors, Nationwide Investment Services Corporation, AdvoCare, and JPMorgan Chase-affiliated firms. Outside of finance, she is involved with Blast FC Soccer Academy, where she serves as an administrator and registrar for teams and leagues. 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 program. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, offering access to a range of eligible strategies and incorporating ESG considerations.

Andrew Hummer is a financial advisor with Merrill in Columbus, OH, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Bank of America, N.A., Upper Arlington City Schools, and The Ohio State University. Outside of advisory work, he serves as a head and middle school basketball coach for Upper Arlington City Schools. 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, and institutional investors.

Andrew Croman is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including J.P. Morgan, Merrill, and Huntington Investment Company. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement. The firm uses a centralized service team to develop personalized Recommendation Reports drawing on proprietary research and third-party data.

Mauricio Zamaripa is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also involved as an owner and partner in Fanbase, a social media app. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for institutional clients.

Gavin Mc Coy is a financial advisor with Equitable Advisors in Columbus, OH, holding a Series 66 designation. He has been with Equitable Advisors since 2026 and has no prior industry experience. His background includes roles at The Container Store, Just In Time Staffing, and GNC. Equitable Advisors serves individual and institutional clients, including pension plans and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm delivers services through Investment Adviser Representatives and third-party managers, focusing on personalized risk assessment and matching clients to suitable investment models.

Michael Steward is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various J.P. Morgan affiliates since 2016. Prior to his financial services career, he was involved with Life Family Church for 12 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screens and qualitative research in its advisory process and offers broader derivatives and commodities capabilities than many similar institutional programs.

Christine Hulme is a CFP® with 28 years of experience in the financial industry. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014, and previously held positions with Chase Investment Services Corp. and Banc One Securities Corporation. Hulme served as an owner of Hulme Family Creamery LLC and is a member of the Investment Committee for the Miami County Foundation, a nonprofit organization focused on charitable grantmaking. 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research to build model asset allocations.

Travis Beckett is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he focuses on providing clients with personalized financial advice, emphasizing tax-efficient investing and charitable giving aligned with clients' core values. Before joining Fidelity, Travis worked at J.P. Morgan Chase Bank N.A. from 2018 to 2023. He served as a Private Client Banker from 2018 to 2022 and then as a Private Client Financial Advisor from 2022 to 2023. During his tenure, Travis guided families through complex markets and purposeful financial planning. Outside of his professional career, Travis enjoys activities such as CrossFit, golf, spending time with his family, and social events with friends.

John Strand is a financial advisor with Merrill in Columbus, Ohio, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Merrill and Bank of America N.A. since 2012. Outside of his advisory role, he is the owner of DLZ Aviation, LLC, a holding company for his airplane. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Edith Kase is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. Her career includes roles at Morgan Stanley Wealth Management, Wells Fargo Clearing, and Planmember Securities Corporation. She is also employed by JPMorgan Bank, where she offers certain bank products and services. 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 and fund searches, and customized performance reporting. The advisory process is supported by centralized due diligence and incorporates systematic quantitative screens and qualitative research.

Don Parkhill is a financial advisor with LPL Financial in Columbus, OH, holding a Series 63 designation and having 28 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Jacobs Vanaman Agency, Inc. He is also a licensed notary in Columbus. 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 broad range of advisory and brokerage services, including financial planning and access to various investment strategies, supported by extensive resources and technology.

Johnie Barker II is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, Barker serves on the Ethics Committee of American Research Labs, LLC, providing guidance on participant engagement and ensuring study materials are accessible to non-scientific audiences. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products. The firm is noted for its extensive network of advisors and branches, as well as its integrated capabilities including trust services and securities-based lending.