Jackson Evans is a financial advisor with Equitable Advisors in Columbus, OH, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, he had brief roles at Northwestern Mutual and experience in various other fields including food service and healthcare support. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and diverse asset management programs through a network of Investment Adviser Representatives and third-party managers.

Jaime Goubeaux is a financial advisor with Ameriprise in Powell, Ohio, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a separate advisory business through M and J LLC. Ameriprise is an institutional firm serving clients primarily through a retirement-income planning service designed for individuals with substantial investable assets. The firm integrates research, modeling, and tax-efficient strategies to provide tailored, written recommendations with an emphasis on assets held in Ameriprise-managed accounts.

Patrick Hesketh is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with JPMorgan Chase Bank, NA and J.P. Morgan Securities since 2011. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making recommendations.

Susan Mogul is a financial advisor at Merrill with 27 years of experience at the firm and holds a Series 66 designation. She is based in Columbus, Ohio, and is involved as an owner and secretary in her family business, Excel Tire & Wheel. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Allen Brooks is a financial advisor with Primerica Advisors in Worthington, Ohio, holding eight years of industry experience. His career includes roles at Lifewise Academy, Pfs Investments Inc, and Honda of America. Brooks also receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. Primerica Advisors sponsors 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 with a large network of advisors and employs model-based investment strategies managed by third-party asset managers.

Mack Hartwell is a Wealth Management Advisor at Merrill Lynch Wealth Management with over thirty years of experience. He specializes in investment management, retirement planning, estate planning strategies, charitable gift planning, and family wealth management. Mack is a qualified Portfolio Manager and can manage personalized or defined strategies on a discretionary basis, including individual stocks and bonds, model portfolios, and third-party investment strategies. He holds the Certified Financial Planner (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., and the Certified Investment Management Analyst (CIMA®) designation administered by Investments & Wealth Institute® in conjunction with the Haas School of Business, University of California, Berkeley. Mack is also a graduate of The Ohio State University. Mack is actively involved in community service. He serves as a board member of The Unverferth House, has been a rider and fundraiser for Pelotonia for fifteen years, and volunteers as a race director emeritus for Bull Run Columbus benefiting Nationwide Children's Hospital. He is a dedicated supporter of The Ohio State University and its related activities.

Hac Pham is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2014. 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 broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Bryan Cenky is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2020, he worked at Cetera and Minster Bank. Outside of his advisory work, he owns a corn and soybean farm and serves on the board of the Farm Service Agency, a nonprofit organization. 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 range of financial planning and investment management services, utilizing model portfolios, third-party asset managers, and customized strategies.

Zachary Adams is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and nine years of industry experience. He has been with J.P. Morgan in various capacities since 2016. Outside of his advisory role, Adams is a partner in a real estate LLC that manages rental property. 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 an ESG eligibility framework to guide its recommendations.

Ryan Sweeney is a financial advisor with Equitable Advisors in Worthington, Ohio, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors LLC, since 2011. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a model that assesses client risk tolerance and matches them with program models or discretionary managers, offering a range of investment options through third-party sponsors and affiliated asset managers.

Kimberly Coleman is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and three years of industry experience. Her background includes roles at JPMorgan Chase Bank, Fifth Third Bank, and CIBC, as well as retail experience at J.Crew Stores. J.P. Morgan Securities LLC 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 to guide investment recommendations.

Ryan Cassidy 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 firms including Capital Group, American Funds Distributors, and Morgan Stanley. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage and investment management services.

Jennifer Newman is a Wealth Management Advisor with Merrill Lynch Wealth Management and a leader of Cress, Newman & Associates. She has dedicated her entire professional career to Merrill, joining the firm in 1994 and partnering with Mike Cress since 1996. Jennifer leverages more than 25 years of experience to assist individuals and families with a range of wealth management issues, including saving and investing, retirement strategy, next-generation stewardship, wealth transfer, and philanthropic planning. Her clients include physicians and healthcare professionals, as well as individuals transitioning into and through retirement. Jennifer offers technical insight and practical advice that align a client’s broad financial objectives with actionable solutions. She holds the Certified Investment Management Analyst (CIMA®) designation awarded by the Investments & Wealth Institute in conjunction with the Wharton School at the University of Pennsylvania, as well as the Chartered Retirement Planning CounselorSM (CRPC) designation. Jennifer earned a Bachelor’s degree from The Ohio State University. In addition to her professional work, Jennifer is involved in community outreach. She serves on the board of the American Cancer Society for Ohio, West Virginia, and Northern Kentucky, and co-founded and co-chairs the C2C Relay Run fundraising event. She is also the secretary for the Dublin Coffman High School Cheer Boosters and chairs the Bank of America Columbus Community Volunteers program. Previously, she served as president of the Greater Columbus Advisory Council and was a founder and steering committee member of the Merrill Bull Run benefiting Nationwide Children’s Hospital.

Rohit Sharma is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2005 after earning a Bachelor of Science degree in Finance and Marketing from the Fisher College of Business at The Ohio State University. Rohit holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor™ designation. Rohit takes a disciplined and holistic approach to wealth management, focusing on aligning clients’ objectives with market realities to create consistent returns aimed at meeting their stated financial goals. He emphasizes client engagement in developing personalized strategies, working closely with individuals and families to address areas such as family wealth management, legacy planning, tax minimization, and retirement income. Rohit coordinates with clients’ CPAs, attorneys, and specialists from Bank of America Private Bank to provide comprehensive financial resources and solutions. Born in Vancouver, British Columbia, Rohit’s perspective has been shaped by living in various countries including India and Singapore before settling in Columbus. Outside of his professional role, he is an avid fan of Buckeyes football and basketball. Rohit resides in Columbus with his wife, Shipra, an interior designer.

Jeffrey Lammert is a CFP® professional with 27 years of industry experience, currently serving at OSAIC since 2025. He previously worked for nine years at Lincoln Financial Advisors. His business activities include offering accident and health insurance, disability insurance, long-term care, equity indexed annuities, fixed annuities, and traditional life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services and uses advanced asset-allocation tools and third-party solutions to manage diversified portfolios.

Richard Martin is a CFP®-certified financial advisor with 37 years of industry experience. He has worked with LPL Financial since 2021 and previously spent 31 years at Lincoln Financial Advisors Corporation. Martin is based in Westerville, Ohio. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brice Steffes is a financial advisor with J.P. Morgan Securities, holding the ChFC® designation and Series 63 and 65 licenses. He has 24 years of industry experience, including six years at PNC Investments before joining J.P. Morgan Securities in 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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.

Alex Arenschield is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. He holds a Series 66 designation and has three years of industry experience. Outside of his advisory role, he is an owner and partner of Dome Rentals LLC, a business involved in building and renting structures on short-term rental platforms. 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. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Kevin Smith is a financial advisor at J.P. Morgan Securities with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2009. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver comprehensive advisory and brokerage services.

John Schatz is a financial advisor at Osaic with 25 years of industry experience. He previously worked for Lincoln Financial Advisors for 25 years before joining Osaic in 2025. Outside of his advisory role, Schatz is an active numismatist and coin dealer, a hobby he has maintained since childhood. He also holds a Series 63 registration and has experience as a licensed insurance agent offering life and disability insurance. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of financial advisors and advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across a range of asset classes.