Gregory Brun is a CFP® and ChFC® with 14 years of experience in the financial services industry. He is currently with Wells Fargo Clearing and has previously worked at Wells Fargo Advisors, Fifth Third Private Bank, and PNC Wealth Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Bradley Hitzeman is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 registrations. His prior roles include positions at Scottrade, Inc., The Huntington Investment Company, and The Huntington Bank. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance along with access to discretionary separately managed accounts, leveraging multi-asset model portfolios and a centralized operational structure.

Mollie Schooley is a financial advisor at Merrill with a Series 66 designation and over 24 years of industry experience. Her prior positions include roles at Huntington National Bank and Fifth Third Bank. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Erika Hensinger is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2015, including a period under the JPMorgan Securities name. From 2020 to 2023, she was also affiliated with Color Street, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a team of Wealth Advisors. The firm offers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Olin Johanssen is a financial advisor with LPL Financial in Dublin, Ohio, holding the ChFC® designation along with Series 63 and 65 licenses. He has 50 years of industry experience, including previous roles at VOYA Financial Advisors, World Choice Securities, and Ohio National Financial Services. In addition to his advisory work, Johanssen is involved in selling life, health, disability, and long-term care insurance through Johanssen Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management solutions, leveraging model portfolios, third-party subadvisors, and customized strategies.

Clark May is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc., Securities America Advisors, and Invest Financial Corp. Outside of his advisory role, Clark is a business owner involved with entities including CentricHC and AccelWELL since 2012. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Jonathan Berniger is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and with 28 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. He serves on the advisory council of OSU LiFEsports, a nonprofit focused on preparing youth for life and leadership through sport. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning through annual collaborative engagements using firm-approved analytical tools, with implementation of recommendations conducted through separate brokerage or insurance arrangements.

Thomas Spear is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various divisions of J.P. Morgan since 2004, including roles at J.P. Morgan Investment Management Inc. and Chase Investment Services Corp. He is based in Columbus, Ohio. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with quantitative and qualitative research and incorporates ESG considerations, offering a broad range of investment strategies supported by affiliated implementation services.

Michael Derflinger is a financial advisor with Ameriprise in Worthington, Ohio, holding a Series 66 designation and 29 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he owns MAD Family Enterprises, LLC, which manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Adam Abramowitz is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1995. Outside of his advisory role, he serves as a referee for local youth and adult hockey leagues. 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.

Timothy Roberts is a CFP®-certified financial advisor with 22 years of industry experience, currently serving at Wells Fargo Advisors since 2022. His prior roles include positions at Wells Fargo Clearing, UBS Financial Services, and A. G. Edwards & Sons, Inc. He holds a part ownership in SLATES Wealth Management, LLC, and serves as treasurer for the ERN-4 Property Owners Association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering a broad range of investment and financial planning services to individuals, trusts, and institutions. The firm provides tailored recommendations supported by Wells Fargo’s research and planning tools, with an emphasis on discrete planning engagements and optional implementation through its brokerage or advisory programs.

Andrew Gouhin is a financial advisor with Raymond James & Associates in Dublin, OH, holding a Series 66 credential and five years of industry experience. His prior work includes roles at Bank of America, Merrill, and Installed Building Products. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, offering financial planning, investment consulting, and municipal advisory services supported by a nationwide adviser network and a range of portfolio management strategies.

Jacob Williamson is a financial advisor at Morgan Stanley in Dublin, Ohio, with 10 years of industry experience. He holds the Series 66 and Series 63 registrations and has worked at Morgan Stanley since 2016, including a four-year period with Morgan Stanley Services Group Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and utilizes structured financial planning tools to support client planning, managing approximately $2.74 trillion in assets.

Trammayne Golson is a financial advisor with Primerica Advisors, based in Worthington, OH, holding 10 years of industry experience. He has been with Primerica Advisors since 2016 and has additional experience with Primerica Financial Services and Pier 1 Imports. Outside of advisory work, he engages in sales of loan products, home security, and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custodians, managing approximately $15.5 billion in assets under management.

Megan Bachert is a Series 66-licensed financial advisor at Morgan Stanley in Dublin, Ohio, with 11 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by proprietary tools and analysis.

Geoffrey A. Merl is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He worked at UBS Financial Services from 2003 to 2019 before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he teaches financial strategies for successful retirement at Otterbein University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process includes investment policy preparation, performance reporting, participant education, and discretionary plan-level investment management, offering a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Tyler Klepek is a financial advisor with LPL Financial in Columbus, Ohio, holding a Series 66 designation and 11 years of industry experience. He previously worked at Lincoln Financial Advisors for six years before joining LPL Financial in 2021. 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 investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bradley Kimpton is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. He holds Series 63 and Series 66 licenses and has 10 years of industry experience, all with JPMorgan Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary, written asset allocation advisory program. Their process includes centralized due diligence combining quantitative screens and qualitative research, offering customized investment recommendations within an ESG eligibility framework.

Brian Owen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019, and previously spent over two decades at Charles Schwab and Charles Schwab Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative due diligence with forward-looking capital market assumptions, and includes capabilities in derivatives and commodities.

Kirsten Benedict is a Series 66-licensed advisor with J.P. Morgan Securities in Columbus, OH, with two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A., and work in engineering and academia at Miami University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The program uses a combination of quantitative and qualitative research to develop model asset allocations and incorporates ESG criteria where applicable.