Matthew Scanlon 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 JPMorgan Securities LLC since 2017, following roles at FSC Securities Corp. and Cherrington Brotsky Conscious Capital. 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 multiple market-facing registrations and delivers services on a non-discretionary basis.

Marius Svirinavicius is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 66 and Series 63 credentials and having 10 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Services Group, and he also works as a customer service agent for American Airlines. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to support non-discretionary investment decisions.

Ashley Fellers is a CFP®-certified financial advisor with 19 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2020 and previously spent nine years at Edward Jones. Outside of her advisory role, she serves as president of Trailhead Financial Partners, an independent insurance agency, and is a board secretary for the Commerce Village Condo Association. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment solutions through independent Financial Professionals, supporting both discretionary and non-discretionary strategies across multiple platforms.

Dionne Tucker is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and Wells Fargo in various capacities. Outside of finance, she operates a bakery called Dz Delights, where she bakes cakes. 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 and investment management capabilities and delivers recommendations on a non-discretionary basis.

Suzanne Sweeney is a financial advisor at Ameriprise with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, The Huntington Investment Company, JPMorgan Securities LLC, FSC Securities Corp, and Vorisek Financial. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Paula Tarpey is a financial advisor at OSAIC with 24 years of industry experience. She holds a Series 63 designation and has worked at Lincoln National Life and Lincoln Financial Advisors since 2001. Outside of her advisory role, she has co-authored a book titled "Mastering Your Financial Success" and serves as a board member for Partnerships for Authentic Learning and Leadership, a nonprofit focused on educational training and resources. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated financial advisors and multiple platforms. The firm employs various portfolio construction tools and provides access to third-party money managers and investment solutions.

Richard Detillio Jr. is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 63 designation and has worked previously at Woodbury Financial Services, CETERA Advisor Networks, and Vantage Financial Group. Detillio also serves as CEO of Wealth Management Solutions, LLC, an independent insurance agency offering fixed insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a broad network of advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to deliver tailored portfolio management solutions.

Desmond Aryee is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Jpmorgan Securities LLC and Fidelity Brokerage Services LLC. Outside of finance, he is the owner of DESYLS LLC, a self-servicing laundromat. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based analyses and various specialized planning topics. The firm offers these services either on a one-time or ongoing basis without discretionary trading authority.

Steven Elsea is a financial advisor at LPL Financial with 31 years of industry experience. He holds a Series 63 designation and has worked with Avantax Insurance Agency, Avantax Advisory Services, and Bodine Perry, among other firms. He also served as a trustee for Steve Elsea, Trustee from 2014 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, with discretionary and non-discretionary management supported by research and model portfolios.

Kathrine Bishop is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and bringing four years of industry experience. She has previously worked at RBC Capital Markets and JPMorgan Chase & Co. Outside of finance, she is a yoga instructor at LIT Life + Yoga and serves as a board member for the Columbus Fashion Initiative. 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 additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Christopher Herrel is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has previously worked at firms including PNC Investments and has been involved with Boos Herrel LLC, an antique auto parts business, since 2005. 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.

Matthew Groh is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill and the group in 2019 after seven years as a financial advisor at JPMorgan, bringing over 20 years of experience in financial services. As a key member of the group’s investment committee, he focuses on managing risk in clients’ portfolios and emphasizes education as a fundamental part of his advisory approach. Matthew holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, the Certified Private Wealth Advisor® (CPWA®) designation, and the Personal Investment Advisor (PIA) credential. He earned a Bachelor’s degree in Finance from Ohio University. His areas of expertise include college education planning, corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, individual and corporate investment strategy, and retirement income. Matthew lives in Delaware, Ohio. Outside of work, he spends time with his family and friends and often attends his children’s athletic events. His personal interests include baseball, basketball, boating, camping, football, and golfing.

Jasmine Mcgimpsey is a financial advisor with Ameriprise in Westerville, OH, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Edward Jones, and Fifth Third Bank. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored, written retirement income plans and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Joseph Ginocchi is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in serving the complex financial needs of high-net-worth families. Since joining Merrill in 2000, he has focused on areas such as retirement and education planning, wealth transfer, business succession strategies, liquidity management, and tax minimization. He is committed to developing goals-based financial strategies tailored to help clients achieve their desired outcomes while managing risk. Joseph holds the Certified Investment Management Analyst® (CIMA) designation from the Investments & Wealth Institute™ and the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Science degree in Engineering from Youngstown State University and an MBA from Franklin University. Joseph resides in Powell with his wife, Kathy, and their two children. In his personal time, Joseph enjoys activities such as billiards, golfing, and soccer. His approach as an advisor centers on connecting all aspects of a client’s financial life to prioritize and pursue the goals that matter most.

Kerry Truckly is a Wealth Management Advisor at Merrill Lynch Wealth Management, focusing on providing customized wealth management strategies and solutions to high net worth clients. He emphasizes transparency, accessibility, education, and customization, beginning with a disciplined approach to overall wealth management. Kerry's expertise encompasses corporate executive services, executive compensation, equity compensation services, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He and the Truckly Group have been recognized repeatedly, with listings on the Forbes "Best-in-State Wealth Advisors" (2019, 2023-2026) and "Best-in-State Wealth Management Teams" (2024-2026) lists. He holds a Bachelor's Degree from The Ohio State University and the designations of CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional work, Kerry is involved in community organizations such as Feed The Kids and Youth for Christ. His personal interests include baseball, cooking, football, golfing, spending time with his family, and traveling.

Sara Colton is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2013. She co-owns TRTL Ventures, LLC, and serves as Treasurer on the board of directors for The Legacy Fund, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Michelle Allgire is a Series 63 licensed advisor with 26 years of industry experience, currently affiliated with Merrill since 2014. She is based in Columbus, Ohio. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Allison Basile is a Financial Consultant at Fidelity Investments, where she has been serving since 2023. She has held several roles within the company since 2014, including Investment Consultant, Planning Consultant, Relationship Manager, and Planning and Guidance Consultant. As a Certified Financial Planner®, Allison collaborates with clients to develop financial plans tailored to their unique goals. She focuses on building relationships based on trust and helping clients achieve financial peace of mind. Outside of her professional work, Allison enjoys attending concerts, following football, participating in outdoor adventures, spending time with friends, traveling, and caring for her pets.

Dustin Hostutler is a CFP® and holds a Series 66 license with 16 years of experience in the financial services industry. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Kenneth Barhaug is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, following five years at JPMorgan Chase Bank, N.A. He also serves as Senior Vice President at Chase Insurance Agency, Inc., an affiliated licensed insurance agency. 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.