Josh Dannemiller is a Financial Consultant currently working at Fidelity since 2022. He collaborates with individuals and families to design and implement financial plans aimed at meeting their financial goals. Prior to this role, he served as a Financial Advisor at Merrill Lynch from 2020 to 2022 and worked as a Product Specialist at Huntington Financial Advisors from 2017 to 2020. His professional experience spans various facets of financial advising and product specialization. Outside of his professional career, Josh enjoys spending time with friends, attending social events, watching movies, engaging in outdoor adventures, parenthood, reading, and traveling.

Margaret Mc Alister is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2012, with prior experience at PNC Bank and Bank of America. Outside of her advisory role, she serves as President of the Wolves Inc Worthington Kilbourne High School Band Boosters starting in 2025. 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 investors.

Kevin O'Neill is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2021, with prior experience at JPMorgan Chase Bank and Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brett Mohler is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. He is a Certified Financial Planner® who works with individuals and families to develop and implement comprehensive wealth plans tailored to their goals. His approach includes evaluating opportunities and risks to ensure that each plan is sustainable and aligned with clients' objectives. Brett has over a decade of experience in financial services, having held various roles at Fidelity Investments and Charles Schwab. His career includes positions as Financial Consultant and Vice President, Financial Consultant, as well as Associate Financial Consultant and roles in Active Trading Services. This experience provides him with a broad understanding of wealth management and financial planning. Outside of his professional work, Brett engages in family activities and pursues interests such as football, golf, outdoor adventures, traveling, and volunteering.

Heather Arscott is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and over 22 years of industry experience. She has been with Primerica Advisors since 2003 and was previously retired from 2012 to present. Outside of advising, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating primarily on a tiered wrap-fee basis.

Charles Simonton is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Merrill since 2000 and concurrently with Bank of America, N.A. since 2009. Outside of his advisory role, he serves as an advisory board member for TART Trails, a nonprofit focused on developing and promoting trail networks in the Traverse City area. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Evan Mertz is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2018, following prior roles within JPMorgan Chase. J.P. Morgan Securities LLC 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.

Molly Montgomery is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for 11 years before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to clients’ risk profiles through a combination of in-house and third-party managers.

Jack Daly is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he held roles at JPMORGAN Chase Bank, the Fiore Talarico Center for Professional Selling, and the University of Dayton School of Business. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Bryan Lane is a financial advisor with Equitable Advisors in Powell, OH, holding a Series 66 credential and 24 years of industry experience. He has worked at Equitable Advisors since 2009 and previously held positions at Axa Advisors, Mutual Service Corporation, and American General Securities Incorporated. Lane serves as a director of the Olentangy Rotary Club and acts as a district assistant governor for Rotary International. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory platforms and third-party asset managers to tailor investment solutions for its clients.

Wesley Kemme is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63, 65, and 66 designations and bringing 13 years of industry experience. His career history includes roles at J.P. Morgan Securities LLC and JP Morgan 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Michael Keyes is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 65 and Series 66 registrations and 19 years of industry experience. He has worked within various J.P. Morgan entities since 2008, including J.P. Morgan Institutional Investments Inc., JPMorgan Investment Management Inc., and Chase Investment Services Corp. His background reflects extensive involvement in institutional investment services. 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 framework when recommending eligible strategies.

Yosafe Gola is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes multiple roles at J.P. Morgan Securities, Morgan Stanley, and Huntington Bank. 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 team of Wealth Advisors. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Sara Neil is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with J.P. Morgan Securities since 2013, working out of 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 additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Scott Chrisman is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. Based in Columbus, OH, his career spans over three decades in the financial services sector. 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 broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Willie Mc Reynolds is a financial advisor at Merrill with Series 66 credentials and eight years of industry experience. He has been with Merrill since 2005. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Michael Perez is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Ameriprise and its affiliate since 1992. Outside of his advisory work, Perez serves on the board of directors for the Buckeye Lake Yacht Club and is publishing a book on faith and finances. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Mark Adams is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities LLC since 2012. 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 delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Christopher Riegel is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with J.P. Morgan Securities since 2016. 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 an ESG eligibility framework to inform its recommendations.

Kristen Etling is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she serves a select group of families, executives, business owners, and non-profit organizations. She focuses on goals-based planning, customized investment management, wealth strategy implementation, and delivering high levels of dedicated service. Kristen and her team develop personalized approaches tailored to the unique objectives of each client, family, or organization. Her expertise includes executive compensation plans, concentrated stock positions, privately held family businesses, and company-sponsored retirement and incentive plans. Kristen and her team are knowledgeable about tax minimization strategies and work closely with clients' external tax and legal advisors to coordinate cohesive strategies aligned with retirement income and estate planning goals. She joined Merrill in 2011 and has worked in wealth management since 2007, previously serving in the insurance industry. Kristen holds a Bachelor's degree from Miami University and several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is a graduate of the Leadership Columbus program and supports local nonprofit organizations such as Green Columbus, Merrill Lynch Bull Run benefiting Nationwide Children's Hospital, and YWCA of Central Ohio. Her professional affiliations include Leadership Columbus and the Tri-Village Area Chamber of Commerce.