Jack Daly is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has held roles at J.P. Morgan Securities, JPMorgan Chase Bank, and the Fiore Talarico Center for Professional Selling. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities through affiliated entities.

Bryan Lane is a financial advisor with Equitable Advisors in Powell, OH, holding a Series 66 credential and 24 years of industry experience. He has worked at Equitable Advisors since 2009 and previously held positions at Axa Advisors, Mutual Service Corporation, and American General Securities Incorporated. Lane serves as a director of the Olentangy Rotary Club and acts as a district assistant governor for Rotary International. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory platforms and third-party asset managers to tailor investment solutions for its clients.

Wesley Kemme is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His career has been focused at JP Morgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, emphasizing written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research, supporting non-discretionary decision-making by clients.

Michael Keyes is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 credentials and 19 years of industry experience. His career includes roles at J.P. Morgan Institutional Investments Inc., JPMorgan 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 written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates systematic quantitative analysis and qualitative research, with capabilities in derivatives and commodities through its unique regulatory registrations and affiliations.

Yosafe Gola is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes multiple roles at J.P. Morgan Securities since 2018, as well as positions at Morgan Stanley and Huntington Bank. 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 combines quantitative and qualitative research and supports a range of investment strategies, including those with ESG considerations.

Sara Neil is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2013, following positions at Chase Investment Services, Merrill, and Banc of America Investment Services. J.P. Morgan Securities provides institutional consulting to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and incorporates a forward-looking approach to capital markets.

Scott Chrisman is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. He holds Series 63 and Series 65 designations and has 34 years of industry experience. Prior to joining J.P. Morgan Securities in 2012, he worked at Chase Investment Services Corp. and Banc One Securities Corporation. J.P. Morgan Securities offers 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 through a non-discretionary program.

Willie Mc Reynolds is a financial advisor at Merrill with Series 66 credentials and eight years of industry experience. He has been with Merrill since 2005. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Mark Adams is a Series 66-licensed financial advisor with J.P. Morgan Securities in Columbus, Ohio, where he has worked since 2012. He has 14 years of industry experience. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process that combines quantitative and qualitative research.

Christopher Riegel is a financial advisor at J.P. Morgan Securities in Columbus, OH, with 15 years of industry experience. He holds Series 63 and Series 66 designations and 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 with a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research supported by a manager solutions team and offers capabilities in derivatives and commodities through its affiliated entities.

Kristen Etling is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she serves a select group of families, executives, business owners, and non-profit organizations. She focuses on goals-based planning, customized investment management, wealth strategy implementation, and delivering high levels of dedicated service. Kristen and her team develop personalized approaches tailored to the unique objectives of each client, family, or organization. Her expertise includes executive compensation plans, concentrated stock positions, privately held family businesses, and company-sponsored retirement and incentive plans. Kristen and her team are knowledgeable about tax minimization strategies and work closely with clients' external tax and legal advisors to coordinate cohesive strategies aligned with retirement income and estate planning goals. She joined Merrill in 2011 and has worked in wealth management since 2007, previously serving in the insurance industry. Kristen holds a Bachelor's degree from Miami University and several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is a graduate of the Leadership Columbus program and supports local nonprofit organizations such as Green Columbus, Merrill Lynch Bull Run benefiting Nationwide Children's Hospital, and YWCA of Central Ohio. Her professional affiliations include Leadership Columbus and the Tri-Village Area Chamber of Commerce.

Shana Heckel is an Associate Resident Director and Wealth Management Advisor at Merrill Lynch. She collaborates with individuals and families to define their financial priorities and develop strategies to help achieve their goals. Her approach includes reviewing potential financial risks such as outliving assets, rising healthcare costs, long-term care expenses, college funding, and unexpected loss of income. Shana evaluates cash flow and savings to align with appropriate financial strategies. She joined Merrill Lynch Wealth Management in 2003 after earning a Bachelor's Degree in Business Administration from Westminster College in New Wilmington, Pennsylvania. Shana holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). Outside of her professional duties, Shana is actively involved in community initiatives. Since 2004, she has played an instrumental role in planning and implementing the Bull Run benefiting Nationwide Children's Hospital, which has raised over $1,000,000 to support patients and their families. Additionally, she serves as a Girl Scout Co-Leader and coaches her son's recreational soccer team. Shana resides in Westerville with her husband, Will, and their three children, spending her free time biking, gardening, baking, and enjoying family activities.

Daniel Mickley is a financial advisor with LPL Financial in Powell, Ohio, holding a Series 66 credential and possessing 21 years of industry experience. His prior roles include positions at Janney Montgomery Scott LLC, J.P. Morgan Securities, and Chase Investment Services Corp. He has been with LPL Financial since 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio management strategies, supported by extensive technology tools and a broad network of more than 22,000 advisors.

Jennifer Petrovic is a financial advisor with J.P. Morgan Securities based in Columbus, Ohio. She holds a Series 66 designation and has nine years of industry experience. Her prior roles include positions at Merrill and Olive Ai. 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. The firm’s advisory process integrates quantitative and qualitative due diligence, with an emphasis on Eligible Strategies and an ESG eligibility framework.

Andrew Wages is a Wealth Management Advisor with Merrill Lynch Wealth Management and a Senior Vice President within the Private Wealth Management team of The CWMG Group. Based in San Francisco and Columbus, he works alongside a team of eight, focusing on serving corporate executives, entrepreneurs, and early-stage investors primarily in the technology and life sciences industries. Andrew’s approach centers on building deep relationships with clients to address complex wealth management needs through individualized planning and disciplined portfolio construction. With over 23 years of industry experience, Andrew specializes in creating comprehensive wealth management plans that include asset allocation, portfolio management, managing concentrated and restricted stock positions, balance sheet efficiencies, and wealth structuring. He also plays a key role in the operational management of The CWMG Group, applying his expertise in technical product development to enhance the efficiency and consistency of private wealth management services. Andrew began his career in technical product development at Schwab and Schwab Institutional before transitioning to financial advisory roles at Merrill Lynch and Morgan Stanley. He served in the United States Marine Corps Reserve from 1992 to 1998. Andrew holds a B.A. in International Business from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Certified Plan Fiduciary Advisor® (CPFA®). Outside of work, he enjoys spending time with his wife, two teenage daughters, and their family pets.

Patrick Ford is a CFP® credentialed financial advisor with 39 years of industry experience. He is currently with RBC Capital Markets in Columbus, OH, having previously worked at City National Bank, UBS Financial Services, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized portfolio management and financial planning through various advisory programs, utilizing both in-house and third-party investment managers.

Adam Griffin is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he leads a team of financial advisors dedicated to collaborating with clients to create and implement financial plans aimed at achieving their overall financial goals. Adam has been with Fidelity Investments since 2014, progressing through various roles including Regional Planning Consultant, Vice President Financial Consultant, Financial Consultant, Investment Consultant, Financial Representative, and Administrative Intern. His career reflects a comprehensive background in financial consulting and planning within the firm. Outside of his professional responsibilities, Adam has interests that include food, football, golf, music, parenthood, and traveling.

Kevin Sullivan is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in client-focused areas including college education planning, family wealth management strategies, managing new wealth, personal retirement planning, and both individual and corporate investment strategy. Kevin also has expertise in retirement income planning. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. Kevin earned his bachelor's degree from Miami University. Outside of his professional commitments, Kevin enjoys basketball, biking, boating, football, golfing, soccer, and spending time with his family.

Joseph Cable is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2006, with prior roles at Banc One Securities Corporation and Chase Investment Services Corp. He has also been affiliated with Franklin University since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, including the use of ESG frameworks, supported by centralized due diligence and investment services offered by affiliated entities.

Kevin Lehman is a CFP® professional with 42 years of industry experience, currently affiliated with Ameriprise in Sunbury, OH. He has been with Ameriprise and its predecessor firms since 1984. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.