Kelly Clouse is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 designations and two years of industry experience. Prior to joining J.P. Morgan Securities in 2025, Clouse has worked at JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory 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.

Ellen Pogos is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been advising individuals and families since 1983, focusing on providing professional guidance in managing finances, savings, and investments with an emphasis on long-term planning. Ellen's areas of expertise include college education planning, family wealth management strategies, liquidity management, retirement income, philanthropic planning, tax minimization, and portfolio management services. She holds the designation of Personal Investment Advisor (PIA). Ellen earned both her Bachelor's and Master's degrees from Ohio State University. Born in Russia, Ellen and her family emigrated to the United States in 1962, settling primarily in Columbus, Ohio. Outside of her professional career, she enjoys music, photography, reading, and spending time with her family.

David Winters is a financial advisor at J.P. Morgan Securities based in Columbus, OH, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Anchorage Digital Bank and JPMorgan Chase Bank, N.A. He currently serves institutional clients through J.P. Morgan Securities' advisory program. J.P. Morgan Securities provides institutional consulting services focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The program combines quantitative and qualitative research with an ESG eligibility framework and leverages the broader resources of J.P. Morgan affiliates.

Touby Bender is a Financial Advisor with the Cenname Team at Merrill Lynch Wealth Management. He works closely with individuals, families, and corporate executives to provide clarity and confidence in their financial decisions. Touby specializes in areas such as investment strategy, portfolio management, retirement income planning, tax-efficient wealth strategies, equity compensation planning, and estate and legacy planning. He is a CERTIFIED FINANCIAL PLANNER (CFP) professional who takes a planning-first approach to coordinate all aspects of clients' financial lives. Touby joined Merrill in 2013 and holds a Bachelor's Degree in Business Administration with an emphasis in Finance and Economics from Wittenberg University. He also holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Over the years, Touby has gained extensive experience working with executives managing stock-based compensation, helping them navigate complex equity awards, manage concentration risk, and integrate these assets into broader financial plans. Originally from Ohio, Touby lived in the Washington, DC area for five years before returning to central Ohio to be closer to family and continue his career with Merrill and the Cenname Team. He is involved with the Mid-Ohio Foodbank and in his free time enjoys spending time with his family, supporting Ohio State athletics, playing golf and basketball, and following college and professional sports.

Chase Gorman is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions within J.P. Morgan Private Bank, J.P. Morgan Asset Management, and JPMorgan Chase Bank, N.A. He has also worked at several other firms and organizations including Amazon.com and The Ohio State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research to build model asset allocations and incorporates a range of investment strategies including ESG frameworks.

Cory Spencer is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America and Morgan Stanley. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Thomas is a Series 66 licensed financial advisor with 13 years of industry experience. He has worked at J.P. Morgan Securities in various capacities since 2016 and concurrently with JPMorgan Chase Bank, N.A. since 2018. 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 within a non-discretionary advisory program.

Matthew Scanlon is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. He has been with J.P. Morgan Securities since 2017 and previously worked at FSC Securities Corp. and Cherrington Brotsky Conscious Capital. 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 through a non-discretionary program. The firm combines quantitative and qualitative research to offer model asset allocations and incorporates broader derivatives and commodities capabilities through its regulatory registrations and affiliations.

Marius Svirinavicius is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His work history includes roles at J.P. Morgan Securities since 2017 and Morgan Stanley from 2013 to 2017. Outside of finance, he is employed as a customer service agent at American Airlines. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation support from affiliated investment-management entities.

Ashley Fellers is a CFP® professional with 20 years of experience in the financial services industry. She has worked at Cambridge Investment Research Advisors since 2020 and previously held positions at Edward Jones and Merrill. In addition to her advisory role, she serves as president of an independent insurance agency and is a board secretary for a local condo association. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of professionals, utilizing multiple platforms and proprietary model strategies.

Dionne Tucker is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and 25 years of industry experience. Her career includes positions at JP Morgan Chase Bank and Wells Fargo Clearing. Outside of finance, she operates a bakery called Dz Delights, where she bakes cakes. 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 research, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and includes capabilities in derivatives and commodities.

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 25 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 is an author who co-wrote a chapter on planning for unique families in the book *Master Your Financial Success* and serves on the board of a nonprofit focused on educational training and resources for schools. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. Its investment approach is model-based, emphasizing asset allocation, portfolio optimization, and risk management, supported by a large and complex affiliate network.

Richard Detillio Jr. is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services, Cetera Advisor Networks, and Vantage Financial Group. Outside of his advisory role, he is CEO and independent insurance agent of Wealth Management Solutions, LLC, a firm specializing in fixed insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, employing model-based asset allocation and portfolio optimization supported by various investment strategies and risk management tools.

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 with LPL Financial based in Columbus, Ohio, holding a Series 63 designation and bringing 31 years of industry experience. His prior roles include positions at Avantax Insurance Agency, Bodine Perry, and Avantax Advisory Services, among others. 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 solutions, combining advisory services with a broad set of non-advisory financial activities.

Kathrine Bishop is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and five years of industry experience. Prior to joining J.P. Morgan Securities, she worked at RBC Capital Markets and JPMorgan Chase & Co. Outside of her financial career, Bishop is a yoga instructor at LIT Life + Yoga and serves on the board of the nonprofit Columbus Fashion Initiative. She is also an independent distributor for fitness programs with Beachbody LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary, customized asset allocation advice supported by centralized due diligence and a combination of quantitative and qualitative research.

Christopher Herrel is a financial advisor at J.P. Morgan Securities with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including PNC Investments and Grove Point Investments. Outside of finance, he is a part-owner of Boos Herrel LLC, an antique auto parts business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and incorporates ESG considerations in its recommendations.

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.

Kylee Rogers is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities and Klaus Financial Services, LLC. Outside of finance, she has been involved with Double Eagle Golf Club. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 advisors.