Joseph Ginocchi is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in serving the complex financial needs of high-net-worth families. Since joining Merrill in 2000, he has focused on areas such as retirement and education planning, wealth transfer, business succession strategies, liquidity management, and tax minimization. He is committed to developing goals-based financial strategies tailored to help clients achieve their desired outcomes while managing risk. Joseph holds the Certified Investment Management Analyst® (CIMA) designation from the Investments & Wealth Institute™ and the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Science degree in Engineering from Youngstown State University and an MBA from Franklin University. Joseph resides in Powell with his wife, Kathy, and their two children. In his personal time, Joseph enjoys activities such as billiards, golfing, and soccer. His approach as an advisor centers on connecting all aspects of a client’s financial life to prioritize and pursue the goals that matter most.

Kerry Truckly is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on building long-term family relationships through customized and disciplined wealth management strategies, emphasizing transparency, accessibility, education, and starting with a comprehensive plan. His approach centers on providing clear and candid financial advice to help clients meet their goals. Kerry's expertise encompasses corporate executive services, executive and equity compensation, family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, and retirement income. He has been recognized on the Forbes "Best-in-State Wealth Advisors" list in 2019 and consecutively from 2023 to 2026, as well as being part of the Forbes "Best-in-State Wealth Management Teams" from 2024 to 2026. He holds a Bachelor's degree from The Ohio State University and a High School Diploma from Heath High School. Kerry has earned the CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. He is involved in the community through organizations such as Feed The Kids and Youth for Christ. His personal interests include baseball, cooking, football, golfing, spending time with family, and traveling.

Sara Colton is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2013. She co-owns TRTL Ventures, LLC, and serves as Treasurer on the board of directors for The Legacy Fund, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Michelle Allgire is a Series 63 licensed advisor with 26 years of industry experience, currently affiliated with Merrill since 2014. She is based in Columbus, Ohio. 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 plans, corporations, and charitable organizations.

Allison Basile is a Financial Consultant at Fidelity Investments, where she has been serving since 2023. She has held several roles within the company since 2014, including Investment Consultant, Planning Consultant, Relationship Manager, and Planning and Guidance Consultant. As a Certified Financial Planner®, Allison collaborates with clients to develop financial plans tailored to their unique goals. She focuses on building relationships based on trust and helping clients achieve financial peace of mind. Outside of her professional work, Allison enjoys attending concerts, following football, participating in outdoor adventures, spending time with friends, traveling, and caring for her pets.

Dustin Hostutler is a CFP® and holds a Series 66 license with 16 years of experience in the financial services industry. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Kenneth Barhaug is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan affiliated firms since 2002. He also serves as Senior Vice President at Chase Insurance Agency, Inc., an affiliated licensed insurance agency. 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, with client decision-making authority retained.

David Troutman is a financial advisor at Edward Jones in Columbus, OH, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he 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 with approximately $1.01 trillion in assets under management, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network and additional affiliated services such as trust management and securities-based lending.

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 at LPL Financial with 10 years of industry experience and holds a Series 65 designation. Prior to joining LPL Financial in 2023, he worked at Transamerica Financial Advisors and World Financial Group for seven years. Outside of his advisory role, he is involved in managing the accounting function for Asia's Hope, a nonprofit organization. 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 institutions. The firm offers a range of financial planning and portfolio management solutions, combining traditional and alternative investment strategies supported by advanced operational and research tools.

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.

Thomas Ellison is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63, 65, and 66 licenses with 21 years of industry experience. His career includes multiple tenures at J.P. Morgan Securities and experience with Group Management Services Inc and PDS Planning, Inc. 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. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations that incorporate ESG criteria.

Eric Curtis is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 10 years of industry experience. He has been with J.P. Morgan Securities LLC since 2016. 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. Their advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Andrew Spears II is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 credentials with 25 years of industry experience. He has been with J.P. Morgan Securities since 2012, following three years at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a framework that may include ESG considerations.

Ellen Myers is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked at Bank of America and Merrill since 2014 and was previously with Eagle Strategies (NY Life) from 2008 to 2014. Outside of her advisory role, Ellen is an author of faith-based devotionals published on Amazon and coordinates women's ministries at Walnut Grove Methodist Church and within the Allegheny West Global Methodist Church conference. 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, offering a range of model-based and discretionary investment strategies tailored for individuals, institutions, and charitable organizations.

Charles Valentino is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 credential and ten years of industry experience. He has been with J.P. Morgan Securities since 2016. Outside of finance, Valentino is a solo vocalist involved in musical performance. 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 combines quantitative and qualitative research in its advisory process and integrates ESG considerations where applicable.

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.