Jason Prehm is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at Morgan Stanley and Edward Jones prior to joining J.P. Morgan Securities in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Kevin Cox is a financial advisor with Merrill based in Columbus, OH, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Merrill since 1988 and has been associated with Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs both model-based and discretionary investment strategies constructed by internal and third-party teams and provides account administration and custody support.

Melissa Powelson is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with the firm for over 16 years, focusing on providing tailored financial strategies to a diverse client base including executives, business owners, entrepreneurs, and individuals. Melissa leads the team wealth management process, oversees new business development, and coordinates client services. Her expertise encompasses executive compensation, family wealth management strategies, legacy planning, retirement income planning, and socially responsible investing, among other areas. Melissa holds several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned both her bachelor's and master's degrees from Ohio Dominican University. Melissa is actively involved in the New Albany Women's Network. She resides in New Albany with her husband and son. In her personal time, she enjoys running, soccer, tennis, traveling, and practicing yoga.

Angela Contini is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1998 and Bank of America, N.A. since 2011. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aaron Walke is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports and delivers a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Joshua Watson is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked with Bank of America, J.P. Morgan, and Fifth Third Bank in various roles. Outside of advising, he works as an independent contractor delivering food on weekends. 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, corporations, and charitable organizations.

Neal Seaborn is a Series 66-licensed advisor at J.P. Morgan Securities with two years of industry experience. He has been with J.P. Morgan Securities since 2024 and has worked at JPMorgan Chase Bank, N.A. since 2007. 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 specialized regulatory registrations supporting derivatives and commodities capabilities.

Robert Poole is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Huntington Investment Company, Mass Mutual Investors Services, MSI Financial Services, New England Securities, and Morgan Stanley. 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. Their process incorporates centralized due diligence with both quantitative and qualitative research, supporting model asset allocations that may include ESG considerations.

Matthew Cochran is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Securities in various capacities from 2015 to 2022. Outside of his advisory role, he is a 50% owner of JM UL LLC, a limited liability company that operates a bar in Powell, Ohio, where he assists with financial management, hiring, and organization. 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 strategies for a range of individuals and institutional clients.

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.

Christin Rogalski is a financial advisor at Merrill with 11 years at the firm and three years of industry experience. She holds a Series 66 designation. Outside of Merrill, she serves in a fiduciary role as a power of attorney. 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.

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 2019, following prior roles at Morgan Stanley from 2011 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager selection, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking approach to capital market assumptions and includes capabilities in derivatives and commodities.

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 Series 66 credentialed financial advisor with nine years of industry experience. He has worked at J.P. Morgan Securities since 2018 and previously held roles at JPMorgan Chase from 2016 to 2018. 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. The firm’s advisory process integrates quantitative and qualitative research and offers investment solutions with some incorporation of ESG factors.

Brian Carretta is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Merrill since 1998 and has been affiliated with 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. The firm offers both model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.