Jason Carson is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and 11 years of industry experience. He has worked at Primerica Financial Services since 2013 and has been involved with Columbus City Schools since 2017. Outside of his advisory role, he receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its investment offerings.

William James II is a financial advisor at RBC Capital Markets with 33 years of industry experience. He has held roles at UBS Financial Services, Merrill, and Legg Mason Wood Walker, Incorporated. Outside of advising, he owns and operates a small arms instruction business and manages an agricultural sole proprietorship focused on beekeeping and tree cultivation. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and nonprofits. The firm offers tailored investment strategies with a range of advisory programs and portfolio management options supported by a broad capital-markets platform.

Kyle Tate is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. He has worked at J.P. Morgan Securities since 2017 and previously at Nationwide Investment Services Corporation. 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 brokerage, distribution, and investment management capabilities.

Julie Wander is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with J.P. Morgan Securities since 2012. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with affiliated brokerage and investment management services.

James Unger is a financial advisor with Ameriprise who holds a Series 63 designation and has 42 years of industry experience. He has been affiliated with Ameriprise Financial Service, LLC since 1984 and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Unger manages his advisory business through an outside entity, JEJB LLC. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, offering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a Retirement Income Oversight Committee to generate tailored planning recommendations.

Ryan Goodwin is a financial advisor with Equitable Advisors in Columbus, OH, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2002. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—along with pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing both firm-offered and third-party advisory solutions.

Sarah Courtney is a Series 66 licensed financial advisor with Merrill in Columbus, OH, where she has worked for 10 years. She has nine years of industry experience. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, utilizing internal and third-party managers.

Michael Andreski is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2018, following six years at Morgan Stanley. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Hershel Proffitt is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at H. Beck, Inc. and FSC Securities Corporation. He is also a co-owner of a real estate rental business in Mount Dora, Florida. 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 with various investment approaches, supporting over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Carmina Marie Nicolas is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 66 licenses and nine years of industry experience. She has been with Merrill since 2018, with prior experience at Fidelity Brokerage Services, LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Peter Fox is a financial advisor at Merrill with 22 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2003. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Roland Heidelberg Jr. is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 credentials and bringing 17 years of industry experience. He previously worked at Morgan Stanley and its Services Group before joining J.P. Morgan Securities in 2017. 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 applying an ESG eligibility framework in its recommendations.

Steven Oxley is a financial advisor with LPL Financial based in Westerville, OH, holding 38 years of industry experience. He has worked at multiple insurance and financial firms over his career, including Principal Life Insurance Company, Allianz Life Insurance, and Oxley Financial Services, which he operated for 18 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by a large network of investment adviser representatives and combines advisory platforms with non-advisory financial activities such as insurance and credit services.

Christine Heilmann is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2012. Heilmann also founded Heilmann Group, LLC, where she is involved as an investor and partial owner. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary advisory programs supported by an in-house manager solutions team and centralized due diligence.

Jonathan Beck is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Janney Montgomery Scott. Outside of finance, he has been a basketball official with the PIAA since 2015. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions through independent Financial Professionals, utilizing discretionary and non-discretionary strategies across multiple platforms.

Eugenia Markov is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2017, following two years at JP Morgan Chase Bank. 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. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brandt Cookston is a financial advisor at Ameriprise Financial Services with six years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2018, following roles at Family Leisure and Ball State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Aria Marting is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Aria worked at The Little Bar in Columbus, Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Richard Obrien is a financial advisor with LPL Financial in Columbus, OH, holding a Series 63 designation and 39 years of industry experience. He worked for Lincoln Financial Advisors and Lincoln National Life for 20 years before joining LPL Financial in 2021. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Paul Carbetta II is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, Carbetta has served as past chairman of the Dicke College of Business Advisory Board at Ohio Northern University and holds leadership roles in several business and community organizations. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized, written recommendation reports through a centralized consulting team.