Mark Maldonado Jr. is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses and six years of industry experience. His background includes roles at JPMorgan Chase Bank, N.A., Cerity Partners, and Norris Mahoney Inc., among others. Outside of finance, he has experience working in the restaurant industry, including Bistro on the Falls and Crop Bistro. 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 applying an ESG framework in its investment recommendations.

David Troutman is a financial advisor at Edward Jones in Columbus, OH, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and served in the United States Army from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branches nationwide.

Stephanie Saghy is a Wealth Management Advisor with Merrill Lynch Wealth Management in Columbus, Ohio. She has over 15 years of industry experience serving a diverse client base across the country, including young professionals, accumulating wealth and planning their financial futures, as well as ultra-high-net-worth families focused on asset protection and legacy planning. Stephanie works closely with business owners, assisting with succession planning, exit strategies, and structuring ownership interests to meet legacy objectives. Stephanie holds the Certified Financial Planner® professional designation, as well as the Chartered Financial Analyst® and Certified Exit Planning Advisor (CEPA) credentials. She earned a Bachelor of Science degree in Business Administration with concentrations in Finance and Management from Ohio Northern University. She currently serves on the advisory board for the Dicke College of Business at her alma mater. Residing in Delaware, Ohio, Stephanie and her husband are raising their two children. Outside of her professional work, she enjoys cooking and traveling, and she participates in community volunteer activities in line with Merrill's tradition of community involvement.

Sathaporn Nguapha is a financial advisor with LPL Financial who holds a Series 65 designation and has nine years of industry experience. Prior to joining LPL Financial in 2023, he worked at Transamerica Financial Advisors and World Financial Group from 2016 to 2023. He is also involved in tax preparation and accounting through his business Jeremiah Nguapha LLC and manages accounting functions for the nonprofit Asia's Hope. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios and research to support diversified investment strategies.

Kyle Radeloff is a financial advisor with Ameriprise based in Dublin, Ohio. He holds 19 years of industry experience, having worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Outside of his advisory role, he is involved with TRLT Ventures LLC. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering personalized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Patrick Mccormick is a financial advisor at Fisher Investments with 19 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2018. Prior to that, he was employed at TIAA-CREF from 2014 to 2018. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management and uses a centralized investment process that combines quantitative and qualitative research to manage diversified portfolios with risk management and tax-aware strategies.

John Bednarz is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and UBS Financial. Based in Columbus, OH, he has been with J.P. Morgan Securities since 2025. 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 broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Thomas Ellison is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63, 65, and 66 licenses and possessing 21 years of industry experience. His career includes roles at Group Management Services Inc and PDS Planning, Inc. prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Eric Curtis is a financial advisor with J.P. Morgan Securities LLC in Columbus, OH, holding a Series 66 designation and 10 years of industry experience. He has been with J.P. Morgan Securities since 2016. 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 recommending strategies.

Charles Valentino is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and nine years of industry experience. He has been with J.P. Morgan Securities since 2016 and is also a general partner of Marble Park, a live music entertainment venture, which is currently inactive. Additionally, Valentino performs as a solo vocalist. 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 team of Wealth Advisors. The firm combines institutional advisory services with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Danielle Ball is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000 and joined Bank of America, N.A. in 2022. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Abby Nolan is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has over fifteen years of experience advising high net worth clients and their families, focusing on comprehensive wealth management strategies encompassing investments, banking, and wealth planning. Abby holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Abby began her career in wealth management in 2010 with Northern Trust in Chicago. She later returned to Columbus, Ohio, her hometown, where she worked with J.P. Morgan Private Bank and then spent over six years as a wealth management advisor at Fifth Third Private Bank before joining Merrill Lynch. She graduated summa cum laude from Miami University with a Bachelor of Science in Finance. Abby is involved with the Miami University Alumni Association, having served as President of the Columbus chapter alumni board and currently serves as a regional ambassador for the Miami Initiative for Advancing, Mentoring, and Investing in Women (M.I.A.M.I. WOMEN).

Russell Fish is a financial advisor with Ameriprise in Delaware, Ohio, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Fish Property Management, LLC, a company that rents office space and equipment. Ameriprise offers a retirement-income planning service targeted at individuals with significant assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jason Prehm is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley for six years before joining J.P. Morgan Securities in 2022. J.P. Morgan Securities 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 recommending strategies.

Kevin Cox is a financial advisor with Merrill based in Columbus, OH, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Merrill since 1988 and has been associated with Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs both model-based and discretionary investment strategies constructed by internal and third-party teams and provides account administration and custody support.

Melissa Powelson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with the firm for over 16 years, focusing on providing financial services to successful executives, business owners, entrepreneurs, and individuals. Melissa leads the team wealth management process for clients, oversees new business development, and coordinates client services. Her expertise includes customized personal wealth analysis, retirement income planning, financial strategy planning, portfolio rebalancing, goals-based wealth management, generational and legacy planning, education planning, tax minimization strategies, as well as gifting and estate planning services. Melissa helps pre-retirees and retirees maintain a comfortable lifestyle through managing both their income statement and balance sheet while mitigating risk and taxes. Melissa earned her bachelor's and master's degrees from Ohio Dominican University. She holds the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. In her community, Melissa is active with the New Albany Women's Network.

Angela Contini is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. She has worked at Merrill since 1998 and has been associated with Bank of America, N.A. since 2011. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Aaron Walke is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports and delivers a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Joshua Watson is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several financial institutions, including Bank of America and JPMorgan Chase. Outside of his advisory role, he occasionally works as a delivery driver for DoorDash on weekends. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Neal Seaborn is a Series 66 credentialed advisor with J.P. Morgan Securities, based in Columbus, Ohio, and has two years of experience in financial advisory services. He has worked at J.P. Morgan Securities since 2024 and has been with JPMorgan Chase Bank, N.A. since 2007. 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 an ESG eligibility framework.