Nelson Heinrichs is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies that consider clients' life priorities and financial goals. Nelson collaborates with clients to develop flexible plans tailored to their individual needs and aspirations, leveraging insights from Merrill and financial solutions from Bank of America. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Nelson earned a Bachelor's Degree from Miami University in Ohio. His approach emphasizes understanding the full financial picture in the context of what matters most to each client.

Matthew Constancio is a CFA® charterholder with 17 years of industry experience. He has worked exclusively within the J.P. Morgan organization since 2003, including roles at J.P. Morgan Asset Management and JPMorgan Chase Bank, N.A., before joining J.P. Morgan Securities in 2016. He is based in Columbus, OH. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through customized, non-discretionary asset allocation advice, manager searches, and performance reporting. Their advisory process integrates quantitative and qualitative research with an ESG eligibility framework and includes broader derivatives and commodities capabilities.

Lynn Zag is a financial advisor with Ameriprise in Lewis Center, OH, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been with Ameriprise and its affiliated entity since 2005. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kimberly Troutner is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2008. Outside of her advisory role, she serves as president of her condominium association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans.

Breda Clare is a financial advisor at J.P. Morgan Securities with 39 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley for 10 years. 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 to develop model asset allocations, with an emphasis on eligible strategies and an ESG eligibility framework.

Aaron Lane is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked previously at Burgess & Niple and OHM Advisors. Outside of his advisory role, Lane is a partner in a real estate investment business, Lane & DeVault Investments, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Robert Cargin is a financial advisor with World Choice Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has previously worked at Capital City Securities, LLC and Regis Asset Management, LLC. Outside of his advisory role, he manages a property management business under RFG Properties, LLC. World Choice Securities, Inc. provides investment advisory services primarily to individual and high-net-worth clients, offering portfolio management with a focus on a concentrated advisor-to-client relationship within a small client base.

Michael Haddaway is a financial advisor at World Choice Securities, Inc. with 29 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at Capital City Securities, LLC and Regis Asset Management, LLC. Outside of his advisory role, he operates insurance sales through his sole proprietorship focused on traditional life, disability, and long-term care insurance. World Choice Securities, Inc. serves individual and high-net-worth clients, providing portfolio management and related advisory services. The firm combines advisory, broker-dealer, and insurance brokerage activities, supporting a small client base with a concentrated advisor-to-client ratio.