Shana Heckel is an Associate Resident Director and Wealth Management Advisor at Merrill Lynch. She collaborates with individuals and families to define their financial priorities and develop strategies to help achieve their goals. Her approach includes reviewing potential financial risks such as outliving assets, rising healthcare costs, long-term care expenses, college funding, and unexpected loss of income. Shana evaluates cash flow and savings to align with appropriate financial strategies. She joined Merrill Lynch Wealth Management in 2003 after earning a Bachelor's Degree in Business Administration from Westminster College in New Wilmington, Pennsylvania. Shana holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). Outside of her professional duties, Shana is actively involved in community initiatives. Since 2004, she has played an instrumental role in planning and implementing the Bull Run benefiting Nationwide Children's Hospital, which has raised over $1,000,000 to support patients and their families. Additionally, she serves as a Girl Scout Co-Leader and coaches her son's recreational soccer team. Shana resides in Westerville with her husband, Will, and their three children, spending her free time biking, gardening, baking, and enjoying family activities.

Andrew Habbas is a financial advisor at Morgan Stanley in Columbus, OH, with nine years at the firm and four years of industry experience. Prior to joining Morgan Stanley, he worked at GoHealth for one year. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market-based models.

Kurt Fulmer is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he is a part-owner of KDHC Holdings, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.

William Shulack is a financial advisor with Ameriprise in Blacklick, Ohio, holding a Series 63 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2000. Outside of his advisory role, Shulack serves on the executive committee board of the Jefferson Country Club and is co-owner of TRLT Ventures, LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to generate personalized retirement income recommendations.

Steven Ervin is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Voya Financial Advisors and CoreCap Investments. Prior to his financial advising career, he managed Ervin Brothers Janitorial Inc. for 15 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

John Mcallister is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he is involved in managing a family timber farm through Merker Family LLC. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses that support client decision-making.

Cortland Haynes is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials with three years of industry experience. Prior to his current role, he has worked at Amazon and PNC, among other employers. Outside of finance, he is a co-owner of a cleaning company, a vending machine business, and a hair salon. 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, investment manager searches, and customized performance reporting.

Jordan Knight is a CFP® and ChFC® with 13 years of experience in the financial services industry. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2015. Prior to this, he worked at ZEIDERS Enterprises for three years. 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 advisory approach combines quantitative screening and qualitative research to develop customized asset allocation advice while maintaining client decision-making authority.

Lawrence Ansehl is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on helping clients manage their wealth by developing personalized financial strategies tailored to their individual goals. He provides access to Merrill's investment insights as well as banking and lending solutions from Bank of America. His areas of expertise include family wealth management strategies, liquidity management, managing new wealth, and portfolio management services. Lawrence holds the Personal Investment Advisor (PIA) designation, and he earned a Bachelor's Degree from Washington University in Saint Louis and a Master of Business Administration (MBA) from the University of Notre Dame. Lawrence participates in community volunteer work as part of the Merrill tradition. Outside of his professional activities, he has personal interests that include chess, football, pickleball, spending time with his family, and traveling.

Kimberly Troutner is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2008. Outside of her advisory role, she serves as president of her condominium association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans.

Jesse Etter Jr. is a financial advisor with LPL Financial in Reynoldsburg, Ohio, holding Series 63 and Series 65 registrations and bringing 34 years of industry experience. Prior to joining LPL Financial in 2012, he worked for PRUCO Securities, LLC for 12 years. He is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, including access to third-party managers and institutional platforms.

Brett Coffing is a CFP® and holds a Series 66 designation with 23 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large national network of financial advisors and branch offices.

Devin Erickson is a Certified Financial Planner (CFP®) with twelve years of industry experience. He is currently with J.P. Morgan Securities in Columbus, OH, where he has worked since 2016. His prior work includes a role at Bellhop and involvement with the Morton-Barber Learning Center and GO Kickball. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm delivers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Leon Leither is a CFP® professional with 26 years of industry experience. He has been the sole advisor at Leither's Financial Planning, Inc. since 1991. Leither's Financial Planning, Inc. is an independent, single-advisor firm serving a small group of high-net-worth clients with individualized financial planning and portfolio management services. The firm maintains a very concentrated client roster and does not manage custodial assets, distinguishing its business model from many independent advisors.