Christine Hulme is a CFP®-certified financial advisor with 28 years of industry experience, currently with J.P. Morgan Securities in Columbus, Ohio. She has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2014. Outside of her advisory role, Hulme serves on the Investment Committee of The Miami County Foundation, a nonprofit organization focused on supporting charitable needs in Miami County. J.P. Morgan Securities LLC provides institutional consulting services primarily 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 multiple regulatory registrations, delivering advisory services alongside brokerage and investment management capabilities.

Travis Beckett is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he focuses on providing clients with personalized financial advice, emphasizing tax-efficient investing and charitable giving aligned with clients' core values. Before joining Fidelity, Travis worked at J.P. Morgan Chase Bank N.A. from 2018 to 2023. He served as a Private Client Banker from 2018 to 2022 and then as a Private Client Financial Advisor from 2022 to 2023. During his tenure, Travis guided families through complex markets and purposeful financial planning. Outside of his professional career, Travis enjoys activities such as CrossFit, golf, spending time with his family, and social events with friends.

Donald Rice II is a financial advisor with Equitable Advisors in Worthington, Ohio, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked with AXA Advisors, LLC, and has been with Equitable Advisors since 2015. Outside of his advisory role, he is an owner and member of Breckenridge Homes LLC, a business involved in home sales in Sparta, Tennessee. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models often implemented by third-party sponsors and provides ERISA fiduciary services to qualified plans.

John Strand is a financial advisor with Merrill in Columbus, Ohio, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Merrill and Bank of America N.A. since 2012. Outside of his advisory role, he is the owner of DLZ Aviation, LLC, a holding company for his airplane. Merrill, along 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, pension and profit-sharing plans, corporations, and charitable organizations.

Edith Kase is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. She has worked at JPMorgan Securities and JPMorgan Chase Bank since 2019 and previously spent seven years with Morgan Stanley Wealth Management. J.P. Morgan Securities 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 market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Don Parkhill is a financial advisor with LPL Financial in Columbus, OH, holding a Series 63 designation and having 28 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Jacobs Vanaman Agency, Inc. He is also a licensed notary in Columbus. 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 broad range of advisory and brokerage services, including financial planning and access to various investment strategies, supported by extensive resources and technology.

Johnie Barker II is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, Barker serves on the Ethics Committee of American Research Labs, LLC, providing guidance on participant engagement and ensuring study materials are accessible to non-scientific audiences. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products. The firm is noted for its extensive network of advisors and branches, as well as its integrated capabilities including trust services and securities-based lending.

Kelly Clouse is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining J.P. Morgan Securities in 2025, Clouse has worked at JPMorgan Chase Bank, N.A. since 2005. 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 combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Ellen Pogos is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been advising individuals and families since 1983, focusing on providing professional guidance in managing finances, savings, and investments with an emphasis on long-term planning. Ellen's areas of expertise include college education planning, family wealth management strategies, liquidity management, retirement income, philanthropic planning, tax minimization, and portfolio management services. She holds the designation of Personal Investment Advisor (PIA). Ellen earned both her Bachelor's and Master's degrees from Ohio State University. Born in Russia, Ellen and her family emigrated to the United States in 1962, settling primarily in Columbus, Ohio. Outside of her professional career, she enjoys music, photography, reading, and spending time with her family.

David Winters is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Anchorage Digital Bank and JPMorgan Chase Bank, N.A. He is based in Columbus, Ohio. J.P. Morgan Securities 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 recommendations.

Touby Bender is a Financial Advisor with the Cenname Team at Merrill Lynch Wealth Management. He works closely with individuals, families, and corporate executives to provide clarity and confidence in their financial decisions. Touby specializes in areas such as investment strategy, portfolio management, retirement income planning, tax-efficient wealth strategies, equity compensation planning, and estate and legacy planning. He is a CERTIFIED FINANCIAL PLANNER (CFP) professional who takes a planning-first approach to coordinate all aspects of clients' financial lives. Touby joined Merrill in 2013 and holds a Bachelor's Degree in Business Administration with an emphasis in Finance and Economics from Wittenberg University. He also holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Over the years, Touby has gained extensive experience working with executives managing stock-based compensation, helping them navigate complex equity awards, manage concentration risk, and integrate these assets into broader financial plans. Originally from Ohio, Touby lived in the Washington, DC area for five years before returning to central Ohio to be closer to family and continue his career with Merrill and the Cenname Team. He is involved with the Mid-Ohio Foodbank and in his free time enjoys spending time with his family, supporting Ohio State athletics, playing golf and basketball, and following college and professional sports.

Darrin Iverson is a financial advisor with Primerica Advisors in Worthington, OH, holding 11 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2014 and concurrently works at BST Freight. Iverson is the sole owner of One Iverson LLC, providing consulting and training services in leadership and team efficiency for small companies in distribution and logistics management. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure.

Christopher Pascucci is a financial advisor with Primerica Advisors based in Dublin, Ohio. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His work history includes roles at Aquarium Adventure, Cass Information Systems, and PFS Investments Inc. since 2017. Primerica Advisors offers 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 uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a nationwide network of financial advisors.

Chase Gorman is a financial advisor with J.P. Morgan Securities and holds the Series 66 and Series 63 designations. He has one year of industry experience and has held various roles within the J.P. Morgan organization, including at J.P. Morgan Private Bank and J.P. Morgan Asset Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm offers a range of investment solutions incorporating an ESG eligibility framework and operates within a broader broker-dealer and banking organization.

Cory Spencer is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America and Morgan Stanley. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Thomas is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan entities since 2016 in various capacities. 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 combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Matthew Scanlon is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC since 2017, following roles at FSC Securities Corp. and Cherrington Brotsky Conscious Capital. 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 multiple market-facing registrations and delivers services on a non-discretionary basis.

Marius Svirinavicius is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 66 and Series 63 credentials and possessing 10 years of industry experience. His prior experience includes roles at Morgan Stanley and Morgan Stanley Services Group Inc. Outside of the financial sector, he works as a customer service agent for American Airlines. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm’s process includes an ESG eligibility framework and operates within a broader broker-dealer and banking organization, offering access to a range of investment products and strategies.

Dionne Tucker is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and Wells Fargo in various capacities. Outside of finance, she operates a bakery called Dz Delights, where she bakes cakes. J.P. Morgan Securities 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 and investment management capabilities and delivers recommendations on a non-discretionary basis.

Suzanne Sweeney is a financial advisor at Ameriprise with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, The Huntington Investment Company, JPMorgan Securities LLC, FSC Securities Corp, and Vorisek Financial. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.