Kyle Radeloff is a financial advisor with Ameriprise based in Dublin, Ohio. He holds 19 years of industry experience, having worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Outside of his advisory role, he is involved with TRLT Ventures LLC. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering personalized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Patrick Mccormick is a financial advisor at Fisher Investments with 19 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2018. Prior to that, he was employed at TIAA-CREF from 2014 to 2018. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management and uses a centralized investment process that combines quantitative and qualitative research to manage diversified portfolios with risk management and tax-aware strategies.

Richard Pierce is a Series 63-licensed financial advisor with Ameriprise in Dublin, Ohio, and has 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns two LLCs related to managing personal business expenses and office leasing. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Thomas Ellison is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63, 65, and 66 licenses and possessing 21 years of industry experience. His career includes roles at Group Management Services Inc and PDS Planning, Inc. prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Eric Curtis is a financial advisor with J.P. Morgan Securities LLC in Columbus, OH, holding a Series 66 designation and 10 years of industry experience. He has been with J.P. Morgan Securities 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Charles Valentino is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and nine years of industry experience. He has been with J.P. Morgan Securities since 2016 and is also a general partner of Marble Park, a live music entertainment venture, which is currently inactive. Additionally, Valentino performs as a solo vocalist. 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 team of Wealth Advisors. The firm combines institutional advisory services with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Danielle Ball is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000 and joined Bank of America, N.A. in 2022. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Abby Nolan is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has over fifteen years of experience advising high net worth clients and their families, focusing on comprehensive wealth management strategies encompassing investments, banking, and wealth planning. Abby holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Abby began her career in wealth management in 2010 with Northern Trust in Chicago. She later returned to Columbus, Ohio, her hometown, where she worked with J.P. Morgan Private Bank and then spent over six years as a wealth management advisor at Fifth Third Private Bank before joining Merrill Lynch. She graduated summa cum laude from Miami University with a Bachelor of Science in Finance. Abby is involved with the Miami University Alumni Association, having served as President of the Columbus chapter alumni board and currently serves as a regional ambassador for the Miami Initiative for Advancing, Mentoring, and Investing in Women (M.I.A.M.I. WOMEN).

Stephen Berardi is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise since 2009. Outside of his advisory role, he is associated with Balanced Family Academy, a daycare business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides tailored retirement planning and income strategies using proprietary research and algorithmic tools.

Russell Fish is a financial advisor with Ameriprise in Delaware, Ohio, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Fish Property Management, LLC, a company that rents office space and equipment. Ameriprise offers a retirement-income planning service targeted at individuals with significant assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Julia Owens is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL in 2026, she worked with Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her advisory role, she volunteers as a wedding coordinator at her church and owns a small business that breeds rabbits for pets, 4-H projects, and meat. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by technology and a broad platform including financial planning, third-party asset management, and institutional programs.

Jason Prehm is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley for six years before joining J.P. Morgan Securities in 2022. 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.

Kevin Cox is a financial advisor with Merrill based in Columbus, OH, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Merrill since 1988 and has been associated with Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs both model-based and discretionary investment strategies constructed by internal and third-party teams and provides account administration and custody support.

Melissa Powelson is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with the firm for over 16 years, focusing on providing tailored financial strategies to a diverse client base including executives, business owners, entrepreneurs, and individuals. Melissa leads the team wealth management process, oversees new business development, and coordinates client services. Her expertise encompasses executive compensation, family wealth management strategies, legacy planning, retirement income planning, and socially responsible investing, among other areas. Melissa holds several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned both her bachelor's and master's degrees from Ohio Dominican University. Melissa is actively involved in the New Albany Women's Network. She resides in New Albany with her husband and son. In her personal time, she enjoys running, soccer, tennis, traveling, and practicing yoga.

Angela Contini is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1998 and Bank of America, N.A. since 2011. 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 plans, corporations, and charitable organizations.

Aaron Walke is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports and delivers a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Joshua Watson is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several financial institutions, including Bank of America and JPMorgan Chase. Outside of his advisory role, he occasionally works as a delivery driver for DoorDash on weekends. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Neal Seaborn is a Series 66 credentialed advisor with J.P. Morgan Securities, based in Columbus, Ohio, and has two years of experience in financial advisory services. He has worked at J.P. Morgan Securities since 2024 and has been with JPMorgan Chase Bank, N.A. since 2007. 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 an ESG eligibility framework.

Robert Poole is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Huntington Investment Company, Mass Mutual Investors Services, MSI Financial Services, New England Securities, and Morgan Stanley. Based in Columbus, OH, he has been with J.P. Morgan Securities since 2022. 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.

Ethan Nelson is a Financial Consultant at Fidelity Investments, where he has worked since 2026. He has been with Fidelity Investments since 2021, previously serving as a Planning Consultant from 2021 to 2024 and as an Investment Consultant from 2024 to 2025. Prior to joining Fidelity, he was a Regional Internal Consultant for Annuities at Nationwide from 2016 to 2021. As a Certified Financial Planner® with Fidelity Investments, Ethan collaborates with individuals and families to develop and maintain tailored financial plans aimed at helping clients achieve their retirement goals. His approach focuses on creating understandable strategies suited to each client’s unique financial situation. Outside of his professional work, Ethan enjoys camping, family activities, football, golf, outdoor adventures, and spending time with pets.