Hernando Martinez is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012. Prior to joining J.P. Morgan, he was involved with Clinical Trials of Texas, Inc. from 2020 to 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, offering recommendations that may include ESG considerations.

Mark Nicholls is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and 35 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Banc One Securities Corporation for 23 years. 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. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG considerations, and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Jared Rettig is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His previous work history includes roles at Erie Technologies, Amazon, the University of Toledo, Home Depot, and Owens Community College. 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 uses research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.

Derek Benseler is a financial advisor with Ameriprise in Columbus, Ohio. He holds a Series 66 designation and has over a decade of prior experience at Vaco LLC before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Jeffrey Daniels is a Senior Vice President and Wealth Management Advisor with The Barcza Group at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, managing new wealth, and retirement income. Jeffrey works closely with clients to design and manage investment portfolios, conducting thorough due diligence on money managers and mutual funds, while providing strategies for retirement and estate planning. Jeffrey holds a bachelor's degree in finance from The Ohio State University and is a CERTIFIED FINANCIAL PLANNER® (CFP) as well as a Personal Investment Advisor (PIA). A lifelong resident of Ohio, he began his career with Merrill Lynch in 1994. Outside of work, Jeffrey is actively involved in his community, serving as head coach at St. Michael's Church since 1997 and as a member of Rotary since 2008. He enjoys cooking, golfing, traveling, and spending time with his family.

Kelly Burke is a CFP® certificant with 23 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Edward Jones from 2007 to 2009. Burke is based in Dublin, Ohio. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sunny Reed is a financial advisor with Primerica Advisors in Lewis Center, OH, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica Advisors, Sunny worked at DirecTV LLC and AT&T. Outside of advisory work, Sunny is involved in sales of home security and automation products and loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients within a wrap-fee structure.

Brinton Brafford is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2007. He began his career at Merrill after working as Assistant Director in the Financial Aid Office at Ashland University. In his role, Brinton manages personalized and defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment solutions. He also serves as a Retirement Benefits Consultant, focusing on defined contribution plans and providing ERISA 3(21) Fiduciary Advisory Services to Plan Sponsors. Brinton holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He graduated with a Bachelor of Arts degree from Ashland University and was part of the Ashbrook Scholar program. He resides in Mansfield, Ohio with his wife, Susan, their two children, and several family pets. Brinton's client focus areas include college education planning, divorce transition planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, tax minimization, and retirement income.

Courtney Vysocky is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and having 19 years of industry experience. Her prior work includes roles at Edward Jones and Chase Investment Services Corp. Outside of her advisory duties, she serves as a board member for the Cougar Wrestling Club and the Children’s Craniofacial Association, both nonprofit organizations. She is also a FINRA arbitrator, resolving securities-related disputes. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence, quantitative and qualitative research, and may include ESG considerations.

Mc Kenzie Allen is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in helping individuals and families plan for retirement and manage their wealth through personalized financial strategies. Her expertise includes college education planning, family wealth management, legacy planning, retirement income, and portfolio management services. Mc Kenzie and her team work to guide clients from their current financial situation to their long-term goals. Mc Kenzie holds a Bachelor's Degree from Ohio University and holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. She serves on the board of the Marietta Noon Rotary Club and is involved with community initiatives such as Camp Boost - Summer Treatment Program. Mc Kenzie is active in the Mid-Ohio Valley where she grew up, engaging in outdoor activities such as gardening, hiking, snowboarding, and boating on the Ohio River. She also enjoys crossfit and spending time with her friends and family.

Robert Piazza is a financial advisor with Raymond James Financial in Dublin, Ohio, holding Series 63 and Series 65 credentials. He has 41 years of industry experience and has been a partner at Robinson, Piazza & Jones LLC since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

William Holt is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 65 and Series 66 credentials and possessing 24 years of industry experience. He previously worked at UBS Financial Services from 2002 to 2026. Holt serves on the boards of The State Convention of Baptists in Ohio and The LifeWise Foundation, a nonprofit education charity, where he has duties including serving as treasurer. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by proprietary research and tools. The firm integrates advisory services with other financial products and referral channels, serving clients who meet specific net-worth criteria.

Paul Swift is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes roles at firms such as Guardian Life and Penn Mutual Life Insurance Company. Outside of his advisory work, he serves as President and CEO of The Upstream Group and volunteers to teach financial literacy courses through the Association of Financial Educators. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses a collaborative, annual planning process supported by firm-approved analytical tools and offers specialized planning programs including divorce, estate settlement, and employer-sponsored planning.

David Thompson is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and totaling 15 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009 and also maintains substantial ownership interests in two investment-related businesses, Thompson Capital, Inc., and Thompson Financial LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Bradley Starcovic is a financial advisor with Edward Jones in Powell, OH, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for Martini Modern Italian from 2014 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large national network of financial advisors and branch offices. The firm provides both discretionary and non-discretionary solutions, tax-efficient services, and operates under a fiduciary standard.

Beth Sparks is a financial advisor with Raymond James & Associates in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Raymond James & Associates since 2003. Outside of her advisory role, she is a part owner of two Buffalo Wild Wing restaurant real estate properties and a minority partner in a surface maintenance business. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by extensive research and a diverse set of portfolio management strategies.

William Aurand is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. He has been with J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jonathan Groleau is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2013, including work with Thrivent Financial for Lutherans since 2014. He is involved in identifying commercial space to house his office. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive planning across various topics without including implementation. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Christa Mcgrew is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 designation and has worked within various branches of Raymond James since 2016. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Candace Dukes is a financial advisor with Primerica Advisors in Dublin, OH, holding a Series 63 designation and 14 years of industry experience. Her prior work includes roles at Phillips Edison & Co and LSI Industries Accounting Principals. She is also the author of "Stewardship - Is It Just About Money?," a non-investment related publication. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates with a large network of advisors and offices.