Joseph Long is a financial advisor at Merrill with 24 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Nicolaus & Co Inc from 2016 to 2021. He is based in Columbus, OH. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Craig Pruett is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with J.P. Morgan Securities 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 through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage, distribution, and investment management services.

Joseph Mitchell is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 30 years of industry experience. Prior to joining Raymond James in 2018, he worked at Edward Jones for 16 years. He is a partner at Milholland & Mitchell Financial Group, a financial planning practice based in Marysville, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers non-discretionary planning tailored to client goals and supports its advisors with analytical tools and specialized programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Claire Cookston is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019, with prior experience at Cetera Investment Services and Foresters Financial Services. Outside of finance, she was involved with Amazing Joes for three years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Chibuzor Odife is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. He has held roles at Fidelity Investments and has worked in real estate as an independent contractor representing buyers and sellers. Odife also serves in the United States Air Force Reserve. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of investment vehicles, including model portfolios and registered investment companies.

Michael Binkley is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 11 years of industry experience. He has worked with J.P. Morgan entities since 2015 and is also a 50% owner and partner at Binkmers LLC, a farming business unrelated to his advisory work. 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 part of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jason Rumpke is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He has held his current position since 2009. His credentials include the Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Linda Campbell is a CFP® with 24 years of experience in the financial advisory industry. She is currently with Edelman Financial Engines in Columbus, OH, where she has worked since 2012 across affiliated entities within the firm. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools to offer diversified portfolios with a long-term investment approach, managing approximately $326 billion for around 477,000 clients.

Alisha Cochran is a Financial Consultant who collaborates with individuals and families to strengthen and secure their financial well-being by co-creating financial plans tailored to their unique goals. Her professional experience includes serving as a Vice President Financial Consultant at Charles Schwab from 2021 to 2022, and as a Merrill Financial Solutions Advisor at Merrill Lynch between 2019 and 2021. Prior to that, she worked as a Financial Advisor at Merrill Lynch from 2017 to 2019. Her earlier roles include Investment Supervision Officer at JPMorgan Chase from 2013 to 2017, Investment Trade Support Analyst at JPMorgan from 2011 to 2013, and Relationship Banker at JPMorgan from 2010 to 2011. Outside of her professional work, Alisha enjoys spending time at the beach, fitness activities, exploring food, and volunteering.

Chad Neichter is the Market Leader for the Ohio West Market at Fidelity Investments, a position he has held since 2025. In this role, he focuses on creating impactful experiences for clients and holds his team accountable for delivering service worthy of referrals to friends and family. Chad has extensive experience within Fidelity Investments, having held various positions including VP, Branch Leader from 2021 to 2025, Regional Planning Consultant from 2019 to 2021, and VP, Financial Consultant from 2013 to 2019. His career at Fidelity began in 2008 and includes roles such as Financial Consultant, Investment Consultant, and Retirement Solutions Representative. Outside of his professional responsibilities, Chad enjoys family activities, fishing, social events with friends, golf, hiking, and parenthood.

Carl Weise is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 26 years of experience in financial planning. He specializes in areas including college education planning, corporate benefits, executive compensation, personal retirement planning, philanthropic planning, socially responsible investing, special needs planning strategies, tax minimization, and retirement income. Carl works closely with a diverse client base, including retirees, doctors, business owners, and corporate executives, particularly assisting them with stock option, retirement, and deferred compensation benefit plans. Carl graduated from Cedarville University with a dual major in Finance and Accounting and has been a CERTIFIED FINANCIAL PLANNER™ certificant since 2002. Throughout his career, he has been recognized by Forbes as one of the "Best in State Wealth Advisors" for Ohio from 2022 through 2026. His approach to financial planning integrates principles from his Christian faith, emphasizing money as a tool to serve families, communities, and future generations. Beyond his professional role, Carl is actively involved in his community in Hilliard, Ohio, where he lives with his wife Erika and their four children. He and his family have contributed by serving as foster parents and participating actively in Northwest Bible Church. Carl's personal interests include basketball, fishing, golfing, hunting, and tennis.

Nicholas Lanctot is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior experience includes roles at Transamerica Capital Inc. and Nuveen Securities, LLC. He operates a support company called JDS Financial in Powell, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofits, employing tailored, non-discretionary planning and advanced analytical tools.

Jacob Larrison is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise since 2019 and previously spent eight years with Wells Fargo Advisors Financial Network LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides tailored, research-driven recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

Mark King is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and over 29 years of industry experience. He has been with Primerica Advisors since 1996 and previously worked at United Ambulance Service for 36 years. Outside of advising, he is involved in the sale of home security and automation products as well as loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively available separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with trading delegated to BNY Mellon Advisors.

Thomas Peck is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and delivers advisory services on a non-discretionary basis.

John Parson is a financial advisor at J.P. Morgan Securities with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2008 and at JPMorgan Chase Bank, N.A. from 2010 to 2025. In addition to his advisory role, he is employed by JPMorgan Bank, enabling him to offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Anup Bhatt is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 65 and Series 63 credentials and has been with J.P. Morgan since 2016. Outside of his financial career, Bhatt serves as Vice President of Finance and Trustee for the Bharatiya Hindu Temple, where he manages donation processing and year-end reporting. 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 investment recommendations.

Angela Mcneill is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Fidelity Investments and its affiliated entities since 2010. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Holly Barthelmas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Nationwide Investment Services Corporation and has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2019. Outside of her advisory role, she owns and operates businesses including a yoga instruction service and an apiary. 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 affiliated brokerage and investment management capabilities, delivering advisory programs on a non-discretionary basis.

Jonathon Bonnoront is a Senior Financial Advisor with Merrill Lynch Wealth Management. He is a member of the Bonnoront-Mangiola Wealth Management Group, which includes three advisors, one Senior Relationship Manager, and two Client Associates. Jonathon works closely with clients to help them achieve financial goals such as retirement income planning, legacy planning, college education funding, and managing liquidity events. Since beginning his financial services career in 2017, Jonathon has concentrated on a goals-based approach to wealth management. He listens carefully to clients' needs to ensure every strategy is tailored to their individual objectives. His expertise includes portfolio management, personal retirement planning, legacy planning, investment strategy for individuals and corporations, and specialized services for endowments, foundations, and non-profits. Drawing on resources from Merrill Lynch and Bank of America, he provides comprehensive support to address various aspects of clients' financial lives. Jonathon holds a Bachelor's Degree from Mount Union College and professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Findlay with his wife, Casey. Outside of work, he has interests in cooking, football, ice hockey, reading, and skiing.