Michelle Graham is a financial advisor with Wells Fargo Clearing in Dublin, OH, holding a Series 63 designation and 25 years of industry experience. Her career includes prior roles at Morgan Stanley, Merrill Lynch, and UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and provides research-driven investment solutions supported by Wells Fargo Investment Institute and third-party analytics.

John Cook is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various roles since 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Maura Holowchak is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds the CFP® and Series 66 designations and previously worked at Wells Fargo Clearing before joining Raymond James in 2019. Raymond James & Associates is a dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, providing financial planning and non‑discretionary investment consulting supported by various portfolio management styles and affiliated research.

Michael Kuplic is a financial advisor at Ameriprise with eight years of industry experience. He previously worked at Fred Alger Asset Management LLC for four years before joining Ameriprise in 2021. Outside of his advisory role, Kuplic is involved in the performing arts as a substitute teacher, performance coach, and performer at Hashtag Comedy Club in Columbus, Ohio. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides personalized retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeffrey Acuff is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 27 years of experience focusing on private wealth, investments, estate planning services, and philanthropy. Prior to joining Merrill in 1996, he spent ten years at Ferrari North America, bringing valuable expertise from both corporate finance and wealth management sectors. Jeffrey and his team utilize a collaborative and coordinated approach, incorporating “high-touch, high-tech” systems to ensure ongoing portfolio reviews and frequent client contact. His practice includes family wealth management, legacy and philanthropic planning, liquidity management, and socially responsible investing, among other specialized strategies. Jeffrey holds a Personal Investment Advisor (PIA) designation and completed his high school education at Whitehall Yearling High School. He also attended The Ohio State University, though he did not receive a degree. He is a member of the Columbus Foundation professional advisors committee, reflecting his engagement with professional networks. Outside of his professional role, Jeffrey is a collector of vintage cars and motorcycles, and participates in vintage auto racing. He enjoys a variety of outdoor activities such as biking, hiking, fishing, scuba diving, and traveling with his daughter. Jeffrey is actively involved in community organizations including The MS Society, The Boy Scouts—where he achieved the rank of Eagle Scout—Habitat for Humanity, and the Columbus Foundation. He resides on five acres near Hoover Reservation with his daughter and their dog.

Jeff Towles is Vice President and Financial Consultant at Fidelity Investments, where he has served since 2008. He began his career at Fidelity in 1998 as a Brokerage Trading Specialist and has held various roles within the firm, including Financial Planning Consultant. Prior to returning to Fidelity in 2004, he worked as a Financial Advisor at Charles Schwab from 2002 to 2004. His experience spans financial planning and consulting, leveraging his long tenure in the industry to partner with clients and develop customized financial plans. Jeff holds a California Insurance License and focuses on helping clients pursue their financial goals and dreams through a holistic approach. Outside of his professional career, Jeff is married with three children. He is active in his sons' activities, including participating in Boy Scouts and attending football and track events. The family often visits their daughter at Miami University. Jeff's personal interests include fitness, hiking, reading, and volunteering.

Michael Pavelko is a financial advisor with Ameriprise in Worthington, OH, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Merrill and Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, providing written recommendations and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Fallyn Stephens is currently serving as a Branch Leader at Fidelity Investments, a role she has held since 2026. In this capacity, she works with advisors to help them leverage the right resources to provide the standards of care to all clients they meet with. Prior to this role, she was a Branch Manager at Fidelity Investments from 2026 to the present, and before that, she worked as a Financial Consultant at Fidelity Investments from 2023 to 2026. Earlier in her career, Fallyn was a Financial Advisor at Ameriprise Financial from 2021 to 2023. Fallyn's professional experience spans multiple roles within the financial services industry, focusing on supporting advisors and delivering client services. Outside of her professional duties, she has personal interests in fitness and traveling.

Richard Elkhatib is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2016. 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 process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Kristin Steele is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and six years of industry experience. She has been with JPMorgan Chase Bank, N.A. since 2008 and joined J.P. Morgan Securities in 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program focuses on 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.

Taylor Voris is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on comprehensive, goal-based financial planning without discretionary trading authority. Their approach includes holistic analyses and the option to combine planning with managed accounts under a consolidated billing system called “WealthPlan.”

Patricia Moon is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several major firms, including Citigroup Global Markets and Wells Fargo Clearing. Patricia has been with J.P. Morgan Securities in various capacities since 2009. 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. The firm’s advisory process combines quantitative screening with qualitative research and may incorporate an ESG eligibility framework.

Linda Krelko is a Series 63 licensed financial advisor with Primerica Advisors, based in Dublin, Ohio, with 13 years of industry experience. She has been with Primerica Advisors since 2013 and has worked previously with Columbus City Schools for 20 years. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated Primerica entities. Primerica Advisors manages 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 employs model-delivery strategies created by unaffiliated asset managers and offers discretionary separately managed account options, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Grant Hiatt is a financial advisor with Ameriprise in Worthington, OH, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Ameriprise, he worked at FedEx Ground and was involved in education at The Ohio State University - Mansfield and Shelby City Schools. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendations and ongoing planning advice focused on retirement income strategies.

Ronald Larry is a financial advisor with Equitable Advisors in Worthington, OH, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at The Columbus Academy, Uber, Lyft, Bird, and The Ohio State University. He has also been involved with The Graham/Charles School for over a decade. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers to offer diversified advisory programs.

John Reymann is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients with at least $1,000,000 in net investable assets and $500,000 in Ameriprise-managed accounts, delivering non-discretionary, research-based recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Daniel Gardiner is a financial advisor with Fisher Investments in Dublin, Ohio, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Cetera and Meeder Investment Management. Outside of advisory work, he owns Gardiners House Rentals LLC, which operates as an Airbnb host. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management with a centralized investment process that combines quantitative and qualitative analysis. The firm provides sub-advisory and retirement plan services, managing diversified portfolios across multiple asset classes.

Pride Miller-Stevens is a Financial Consultant at Fidelity Investments, a role held since 2019. Prior to this, Pride served as Director, Retirement Planner at Fidelity Investments from 2018 to 2019, and as a Retirement Relationship Manager from 2014 to 2018. Pride began their career at Fidelity Investments as a Retirement Solutions Representative from 2012 to 2014. With over a decade of experience in financial planning, Pride works jointly with clients and their families to address financial goals including wealth accumulation, income needs, and wealth transfer.

Shannon Borton is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo in 2026, Shannon worked at UBS Financial Services Inc for five years. Outside of advising, Shannon occasionally provides dog and house sitting services for family friends. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm’s planning services cover areas such as retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored recommendations for clients.

Kathleen Martin is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. She holds the Series 66 designation and has 22 years of industry experience, including 14 years with J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary, written asset allocation advice supported by centralized due diligence and employs a combination of quantitative and qualitative research in its advisory process.