Robert Poole is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at The Huntington Investment Company, Mass Mutual Investors Services, and MSI Financial Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment solutions.

Ethan Nelson is a Financial Consultant at Fidelity Investments, where he has worked since 2026. He has been with Fidelity Investments since 2021, previously serving as a Planning Consultant from 2021 to 2024 and as an Investment Consultant from 2024 to 2025. Prior to joining Fidelity, he was a Regional Internal Consultant for Annuities at Nationwide from 2016 to 2021. As a Certified Financial Planner® with Fidelity Investments, Ethan collaborates with individuals and families to develop and maintain tailored financial plans aimed at helping clients achieve their retirement goals. His approach focuses on creating understandable strategies suited to each client’s unique financial situation. Outside of his professional work, Ethan enjoys camping, family activities, football, golf, outdoor adventures, and spending time with pets.

Josh Dannemiller is a Financial Consultant currently working at Fidelity since 2022. He collaborates with individuals and families to design and implement financial plans aimed at meeting their financial goals. Prior to this role, he served as a Financial Advisor at Merrill Lynch from 2020 to 2022 and worked as a Product Specialist at Huntington Financial Advisors from 2017 to 2020. His professional experience spans various facets of financial advising and product specialization. Outside of his professional career, Josh enjoys spending time with friends, attending social events, watching movies, engaging in outdoor adventures, parenthood, reading, and traveling.

Margaret Mc Alister is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2012, with prior experience at PNC Bank and Bank of America. Outside of her advisory role, she serves as President of the Wolves Inc Worthington Kilbourne High School Band Boosters starting in 2025. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kevin O'Neill is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2021, with prior experience at JPMorgan Chase Bank and Morgan Stanley. J.P. Morgan Securities 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 through a select group of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brett Mohler is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. He is a Certified Financial Planner® who works with individuals and families to develop and implement comprehensive wealth plans tailored to their goals. His approach includes evaluating opportunities and risks to ensure that each plan is sustainable and aligned with clients' objectives. Brett has over a decade of experience in financial services, having held various roles at Fidelity Investments and Charles Schwab. His career includes positions as Financial Consultant and Vice President, Financial Consultant, as well as Associate Financial Consultant and roles in Active Trading Services. This experience provides him with a broad understanding of wealth management and financial planning. Outside of his professional work, Brett engages in family activities and pursues interests such as football, golf, outdoor adventures, traveling, and volunteering.

Charles Simonton is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Merrill since 2000 and concurrently with Bank of America, N.A. since 2009. Outside of his advisory role, he serves as an advisory board member for TART Trails, a nonprofit focused on developing and promoting trail networks in the Traverse City area. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Evan Mertz is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2018, following prior roles within JPMorgan Chase. 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 eligibility framework in its recommendations.

Brian Carretta is a financial advisor at Merrill with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 1998, also holding a position at Bank of America, N.A. since 2014. 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 investment strategies for individuals, high-net-worth clients, and institutions.

Jacob Heskett is a Series 66-licensed financial advisor with Edward Jones in Sunbury, Ohio. He has one year of industry experience, having previously worked with Rooted and Ready LLC and serving the United Methodist Church for 13 years. 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 through a nationwide network of more than 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Molly Montgomery is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for 11 years before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to clients’ risk profiles through a combination of in-house and third-party managers.

Jack Daly is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he held roles at JPMORGAN Chase Bank, the Fiore Talarico Center for Professional Selling, and the University of Dayton School of Business. 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 and investment management capabilities.

Bryan Lane is a financial advisor with Equitable Advisors in Powell, OH, holding a Series 66 designation and 24 years of industry experience. He has worked at Equitable Advisors since 2009 and previously was with Axa Advisors, LLC. Outside of his advisory role, Lane serves as a director of the Olentangy Rotary Club and is an assistant district governor for Rotary International. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals and risk tolerance.

Wesley Kemme is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63, 65, and 66 designations and bringing 13 years of industry experience. His career history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Yosafe Gola is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes multiple roles at J.P. Morgan Securities, Morgan Stanley, and Huntington Bank. 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 team of Wealth Advisors. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Sara Neil is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with J.P. Morgan Securities since 2013, working out of Columbus, Ohio. 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 operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Scott Chrisman is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. Based in Columbus, OH, his career spans over three decades in the financial services sector. 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 advisory services alongside affiliated brokerage and investment management capabilities.

Willie Mc Reynolds is a financial advisor at Merrill with Series 66 credentials and eight years of industry experience. He has been with Merrill since 2005. 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 investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Mark Adams is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities LLC 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. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Christopher Riegel is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.