Jerry Derhodes is a financial advisor with Primerica Advisors based in Dublin, OH. He holds a Series 63 designation and has 10 years of industry experience. His career includes service with several county boards of elections and work at PFS Investments Inc. since 2016. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm primarily delivers model-based investment strategies through a large network of advisors and manages approximately $15.5 billion in assets under management.

David Needs is a financial advisor with Primerica Advisors in Galena, Ohio, holding 15 years of industry experience. He has been with Primerica Advisors since 2010 and previously worked with Primerica Financial Services starting in 2009. Outside of advisory work, he is an owner and partner of Camelad LLC, a business not related to investments. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a wrap-fee solution rather than institutional pension or profit-sharing plan management.

Brian Peters is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at The Huntington Investment Company and Huntington National Bank. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of retail and institutional investment services.

Kevin Walsh is a financial advisor at Merrill with 42 years of industry experience. He holds a Series 63 designation and has been with Merrill since 2010, concurrently serving at Bank of America since 2011. Outside of his advisory role, he is a board member of the Cancer Support Community Central Ohio, a nonprofit providing free healthcare programming. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Alexis Ecker is a Financial Advisor at Merrill Lynch Wealth Management. She began her career with Merrill in 2016 as a Client Associate and transitioned to a Financial Advisor role driven by her passion for building meaningful relationships and assisting individuals and small business owners in achieving their financial goals and desired lifestyles. Alexis provides personalized financial strategies tailored to each client's unique circumstances, focusing on investment planning and wealth management to align with their long-term objectives. Alexis holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's degree from The Ohio State University and also studied at the University of Cincinnati. Alexis is involved in community activities such as the Alex Rezkalla Open, Johns Hopkins Children's Center, Mid-Ohio Foodbank, and Nationwide Children's Hospital. She enjoys football, golfing, music, pickleball, spending time with her family, and traveling.

Anthony Insana is a financial advisor with Equitable Advisors in Columbus, OH, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of advising, he is the owner and sole proprietor of Insana Properties, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party management solutions.

Michael Koehler is a financial advisor at Primerica Advisors in Columbus, Ohio, with 35 years of industry experience and a Series 63 designation. He has worked at Primerica since 1991 and held roles at Blue Diamond Attachments, Diamond Mowers, Inc., Zimmerman Manufacturing LLC, and Strickland MFG. Koehler is involved in sales of investment-related products and has additional business activities related to mortgage products and home security and automation referrals. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Michael Elsner is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2001, he has served clients by delivering financial guidance rooted in integrity and sincerity. Michael takes a holistic, planning-based approach that emphasizes understanding each client’s unique goals, concerns, and family dynamics. He regularly communicates with multiple generations within client families, including spouses, grown children, and elderly parents, to provide coordinated wealth management strategies. Michael’s expertise includes retirement planning, legacy planning, tax minimization, socially responsible and values-based investing, special needs planning, and education funding. He works with individuals such as business owners, corporate executives, physicians, and attorneys to address complex financial challenges. Michael holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential. He graduated from The Ohio State University Max M. Fisher College of Business with a Bachelor of Science in Business Administration degree in Finance. Outside of his professional work, Michael resides in Upper Arlington, Ohio, with his wife and three children. He is involved in his community through coaching youth sports and participating in Cub Scouts. His personal interests include baseball, biking, cooking, golfing, music, running, spending time with family, and tennis.

John Piersall Jr. is a financial advisor at Ameriprise with over 30 years of industry experience. He holds the ChFC® and Series 63 credentials and has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, he coaches a youth travel baseball team and serves as an official at hockey games. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its specialized Ameriprise Premier Retirement Income service.

Drew Witchousky is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Bluestone Wealth Partners, Lincoln Financial Advisors, and Nationwide. He is also involved with Telhio Credit Union. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and technology tools across a broad advisory and non-advisory platform.

William Montgomery is a financial advisor at OSAIC with 36 years of industry experience. He holds the Series 63 designation and has worked at several firms, including Woodbury Financial Services, Cetera Advisor Networks, and Vantage Financial Group. He has maintained a financial advisory role at Wealth Management Solutions, LLC since 2005. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation and portfolio optimization, supported by a multi-advisor platform that integrates various investment strategies and third-party managers.

James Gleason is a financial advisor with Ameriprise in Dublin, Ohio, holding a Series 66 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports, emphasizing the use of Ameriprise-managed accounts and algorithmic tools overseen by specialized teams.

Gary Ebert is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with J.P. Morgan and its affiliates since 2013. J.P. Morgan Securities provides institutional consulting services 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 and may incorporate ESG criteria, supported by affiliates that deliver implementation and portfolio services.

John OConnell is a Planning Consultant who collaborates with a team of financial professionals to address clients' financial needs from a holistic perspective. He previously served as Regional Director at Macquarie Investments from 2006 to 2020.

Stephen Walsh is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 credentials and with 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Wells Fargo Funds Distributor, LLC. He is also employed by JPMorgan Bank, enabling him to offer certain bank products and services. 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 through a non-discretionary program.

Lawrence Elovitz is a financial advisor with LPL Financial in Dublin, Ohio, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2021, he spent ten years with PNC Bank. 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 and access to model portfolios and third-party asset management.

Yidnekachew Hailu is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 15 years of industry experience. His work history includes roles at J.P. Morgan Securities, Diamond Hill Capital Management, JPMorgan Chase Bank, and Raymond James & Associates. J.P. Morgan Securities provides institutional consulting services 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 integrates quantitative and qualitative analysis and incorporates ESG criteria within eligible investment strategies.

Joseph Swaro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Deborah Lance is a financial advisor at Merrill in Columbus, OH, holding Series 63 and Series 66 licenses with 26 years of industry experience. She has been with Merrill since 2001. 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, and institutional investors.

Ishawn Yajnik is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2019, following his work at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research with an ESG eligibility framework and utilizes broader derivatives and commodities capabilities.