Jack Reinoehl is a financial advisor at MassMutual Investors Services with a Series 66 credential and experience in insurance brokerage. He has worked in insurance sales, focusing on life, disability, and health products, including roles at Corelife Companies and Rhino Advisory. Prior to his current advisory role, he spent several years at MassMutual Life Insurance Company and AT&T. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual planning engagements and a range of investment and educational programs.

Divam Giri is a financial advisor at J.P. Morgan Securities with six years of industry experience. He previously worked at Morgan Stanley and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Darnell Williams is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, Mass Mutual, and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Abigail Starrett is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked at Stonebridge Wealth Strategies for one year. Outside of her advisory roles, she has experience working with the Columbus Zoo and Aquarium and has been self-employed for several years. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm offers access to a variety of advisory programs and third-party asset managers, focusing on aligning clients’ needs with appropriate investment models and discretionary management options.

Taylor Roberts is a financial advisor at Merrill with Series 65 and Series 63 credentials and four years of industry experience. He has held roles at firms including Bank of America, The Huntington Investment Company, JPMorgan Chase Bank, and Voya Financial Advisors. His background also includes experience outside finance at American Multi-Cinema. 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 accounts.

Kevin Ashe is a financial advisor with Primerica Advisors in Lewis Center, OH, holding 14 years of industry experience. He has been with Primerica Advisors since 2010 and with Primerica Financial Services since 2008. In addition to his advisory role, he is involved in the sale of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Ian Cuevas Cox is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and six years of industry experience. His work history includes roles at J.P. Morgan Securities since 2020, J.P. Morgan Chase Bank since 2017, Alliance Data from 2015 to 2017, and Sb Nation/Vox Media from 2012 to 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Justin Booher is a financial advisor with J.P. Morgan Securities in Columbus, OH. He holds Series 66 and Series 63 licenses and has nine years of industry experience. Prior to joining J.P. Morgan Securities in 2017, he worked at Morgan Stanley and Morgan Stanley Services Group Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm utilizes quantitative asset-allocation modeling combined with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Kavitha Raghukanth is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked across various J.P. Morgan entities since 2015. 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. The firm operates as both a broker-dealer and investment adviser, combining institutional advisory capabilities with additional market-facing functions.

Braedon Killion is a Financial Advisor with Merrill Lynch Wealth Management, serving as a member of The Weise Team. Recognized in 2025 by Forbes on their "Best-In-State Wealth Management Teams" list for Ohio, he focuses on helping individuals and families make confident, values-based financial decisions. His client focus areas include family wealth management strategies, managing new wealth, and personal retirement planning. Braedon holds a bachelor's degree from Cedarville University, with majors in Finance and Accounting and minors in Business Analytics and Biblical Studies. His professional background includes experience in venture capital and financial planning, and he holds the designations of Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). His approach combines personalized strategies with clear, consistent guidance, emphasizing trust and client interests. Outside of his professional role, Braedon enjoys camping, hiking, running, and traveling. He believes that financial freedom, built on a foundation of trust and a thoughtful plan, is one of life's greatest accomplishments.

Daniel Farrell is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 20 years of industry experience. He previously worked at Morgan Stanley for 15 years before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Justin Weisman is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services, Bank of America, and Merrill. He is based in Columbus, Ohio. 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 brokerage, distribution, and investment management capabilities.

Michael Menning is a financial advisor with OSAIC based in Dublin, Ohio. He holds the ChFC® designation and the Series 63 license, and has 35 years of industry experience. Prior to joining OSAIC in 2023, he worked at SagePoint Financial for 10 years and has been a partner at Producers Group since 2013. He serves on the board of the Lindy Infante Foundation, which provides scholarships for underprivileged youth to participate in athletics. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Brian Mccleave is a financial advisor at Fisher Investments with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GWFS Equities, Inc. and Prudential Insurance Company of America. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research with a centralized portfolio management system to construct diversified portfolios and manages risk through tax-aware processes and defensive tactics.

Andrew Sutton is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 19 years of industry experience. He has been with J.P. Morgan Securities since 2016 and also works with JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

Nicole Downing is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to that, she was with Nationwide Investment Advisors and AdvoCare. Outside of her advisory role, she is involved with Blast FC Soccer Academy, where she serves as an administrator and registrar. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Andrew Hummer is a financial advisor with Merrill in Columbus, OH, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Bank of America, N.A., Upper Arlington City Schools, and The Ohio State University. Outside of advisory work, he serves as a head and middle school basketball coach for Upper Arlington City Schools. 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, and institutional investors.

Daniel Needs is a financial advisor with Primerica Advisors in Worthington, Ohio, holding 15 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2010 and has been self-employed since 2008. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors sponsors 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-driven investment strategies supported by third-party managers and provides advisory services through a large network of financial advisors.

Mauricio Zamaripa is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2012. He is also an owner and partner of Fanbase, a social media app. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Its approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending eligible strategies.

Gavin Mc Coy is a financial advisor with Equitable Advisors in Columbus, OH, holding a Series 66 designation. He has been with Equitable Advisors since 2026 and has no prior industry experience. His background includes roles at The Container Store, Just In Time Staffing, and GNC. Equitable Advisors serves individual and institutional clients, including pension plans and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm delivers services through Investment Adviser Representatives and third-party managers, focusing on personalized risk assessment and matching clients to suitable investment models.