Clay Daney is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at KeyBank and Klarna Inc. before joining J.P. Morgan in 2022. 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 brokerage, distribution, and investment management capabilities.

Lindsey Williams is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 designation and previously worked at Richwood Bank Co., TJ Maxx, and Dairy Queen. Outside of finance, Lindsey is a dance instructor with Energy Arts in Marysville, OH. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies.

Sean Lafferty is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, serving in various capacities including Investment Consultant and Planning Consultant. Prior to his tenure at Fidelity, Sean worked as a Wholesaler at Nationwide from 2014 to 2021. Sean holds the Chartered Financial Consultant® designation. His professional approach centers on crafting financial strategies that begin with understanding each client's individual story, a perspective influenced by his upbringing in his family's comedy club. Outside of his professional responsibilities, Sean enjoys watching Cincinnati sports, working on his golf game, and spending time with his golden retriever. His personal interests also include comedy, football, kayaking, and music.

Jeremy Albrecht is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various affiliates of Edelman Financial Engines since 2011. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of workplace solutions, planner-led wealth management, and online advice, using a committee-driven modeling process with diversified portfolios and long-term investment strategies.

Christopher Fisher is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Morgan Stanley and Discover Financial Services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with a focus on systematic methodologies and oversight controls.

Kristen Welcome is a financial advisor with Ameriprise in Delaware, OH, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its related entities since 2007. Outside of her advisory role, she engages in freelance writing, creating both fiction and non-investment-related non-fiction content for potential monetization. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm’s approach integrates research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Joshua White is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and JP Morgan Chase Bank. 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.

Stephen Mathews is a financial advisor at OSAIC with 27 years of industry experience. He previously worked at SagePoint Financial for 10 years before joining OSAIC in 2023. Outside of advising, he is the owner of Emerald Financial Advisors, an LLC focused on financial advisory services. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and nonprofits through a large network of affiliated advisors. The firm offers a range of investment advisory and brokerage services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Alan Beymer is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2004, he has served both individual and institutional clients, applying his knowledge and diverse perspectives to help them achieve their financial goals. Prior to Merrill, Alan gained experience at Bank One Investment Advisors and on the trading desk of Waterhouse Securities. He holds several professional designations, including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC), reflecting his expertise in retirement planning and fiduciary responsibilities. Alan earned a Bachelor's degree in Business Management from the University of Kentucky. Outside of his professional work, Alan is an active pilot and enjoys skiing. He coaches his children’s sports teams and volunteers with the Franklin County Special Olympics Program. He also participates in The Match program and was a bone marrow donor in 2010. Alan lives in Worthington with his wife and two children.

Cassidy Davies is a financial advisor with Equitable Advisors in Columbus, OH, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, Cassidy worked in education roles at Hilliard City Schools and the Educational Service Center of Central Ohio. Equitable Advisors serves individuals—including both non‑high-net-worth and high-net-worth clients—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a range of third-party asset managers and LPL-sponsored advisory programs.

Brian Golden is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate firms since 2003. Outside of his advisory role, he serves on the Board of Directors for the TBDBITL Alumni Club, is president of the Wedgewood Place Homeowners Association, and holds finance-related positions at Prince of Peace Lutheran Church. 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 clients with written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Trace Kelly is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. His work history includes roles at Merrill Lynch and Asset Management Consultants, along with administrative positions at Foley and Fields Wealth Strategies and Sterling Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Anthony Cisco is a financial advisor with Cetera, holding a Series 63 designation and 24 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, he works as a mortgage broker and an insurance agent, selling life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Timothy Thiele is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill 29 years ago following a brief career in the banking industry. In his role, he creates, directs, implements, and oversees various aspects of wealth management, focusing on portfolio management and planning. Tim holds a Bachelor of Science degree in Business Administration and Finance from The Ohio State University, earned in 1991. He is a qualified Portfolio Manager who can build and manage personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party strategies. He holds the Series 7, 63, and 65 FINRA registrations and serves clients through the firm's Investment Advisory Program, where he may manage strategies on a discretionary basis. Tim is involved with United Way locally and resides in Dublin, Ohio, with his wife Erin and their two children, Lauren and Michael.

Robert Hangan is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan since 2018, following prior roles at Merrill and a brief period of unemployment. 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.

David Woods is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior roles include positions at PNC Investments, Bankers Life Advisory Services, and JPMorgan Chase Bank. In addition to his advisory work, he serves as a FINRA-registered non-public arbitrator, participating in panels that arbitrate investment industry disputes. 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 an ESG eligibility framework in its recommendations.

Matthew Perry is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, NA since 2005. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nathaniel Lehman is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Delaware, Ohio, and has 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2005. Outside of financial services, he owns and operates an e-commerce business selling collectibles and personal items online. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Edward Waldrop is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Nathaniel Tatum is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, U.S. Bancorp Investments, U.S. Bank, DoorDash, and Quicken Loans. He is also listed as an owner/partner of Above the Bar Fitness, LLC, a health and fitness business that has not been active. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.