Ryan Isler is a Series 66-licensed financial advisor at J.P. Morgan Securities with eight years of industry experience. He has worked at J.P. Morgan Chase and its affiliated entities since 2012. 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 advisory process integrates quantitative screening, qualitative research, and an ESG eligibility framework, supported by centralized due diligence.

Brandon Haney is a financial advisor with Wells Fargo Clearing in Dublin, OH, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at J.P. Morgan Securities for 11 years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Michael Moessner is a financial advisor with Ameriprise, holding a Series 66 designation and 29 years of industry experience. His prior work includes over 20 years at Huntington Investment Company and ongoing roles with Huntington National Bank since 2022. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies. The firm uses proprietary research, third-party data, and algorithmic tools to support planning within a defined investment universe influenced by affiliated products.

Trevor Downing is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020, with prior experience at Axa Advisors and Anthony Insana. Outside of his advisory role, he serves on a church council board of directors. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through affiliated entities.

Joy Young is an advisor at Primerica Advisors with eight years of industry experience. She has worked with PFS Investments Inc. since 2017 and has been affiliated with Primerica Financial Services since 1993. In addition to her advisory role, she is involved in sales of investment-related products and receives compensation for referrals related to home security, automation, and mortgage loan products. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm supports advisory services through a large network of advisors and employs model-delivery strategies managed by unaffiliated asset managers.

Andrea Cardwell is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services, The Huntington Investment Company, and Merrill. Outside of finance, she is an independent contractor for Mary Kay, involved in direct sales of cosmetic and skin care products. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process integrates quantitative and qualitative due diligence and may include ESG considerations, with implementation support from affiliated entities.

Rachel Williams is a financial advisor with Primerica Advisors in Dublin, OH, holding a Series 63 designation and 12 years of industry experience. She has been with Primerica Advisors since 2013 and has additional experience with Primerica Financial Services and Riverview Health Institute. Outside of investment advising, she is involved in the sale of home security, automation products, and loan products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

David Ritter is a financial advisor with Thrivent Investment Management in Marysville, OH, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he serves as a volunteer member of the Board of Directors for NC4K - Nellie's Champions for Kids, an organization supporting children fighting cancer. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining these services separately.

Bruce Lancia is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and operates the B. Anthony Company, which focuses on health and fixed insurance sales. He serves on the board of Folds of Honor, a nonprofit supporting families of injured or deceased service members. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm provides access to various investment strategies, including affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Thomas Puleri is a financial advisor with Merrill in Columbus, Ohio, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Merrill since 1986 and has been associated with Bank of America, N.A. since 2011. Outside of his advisory role, he is the owner of BalancedHappiness, a project focused on sustainable happiness which is being developed into an iPhone app. 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, and institutional investors.

Andrew Devantier is a financial advisor with Osaic, holding over 25 years of industry experience. He previously worked at Lincoln Financial Advisors for 24 years and operates Devantier and Associates, a CPA firm. In addition to his advisory role, he is involved in offering fixed insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, delivering a range of brokerage and advisory services through a multi-advisor platform. The firm uses model-based asset allocation and portfolio optimization tools, supporting various investment strategies and third-party manager selections.

Timothy Mcgarvey is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to generate tailored retirement-income advice.

Jose Mari Asuncion is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities and Chase Investment Services Corp. Outside of finance, he was involved with Captain Rick's Scuba Diving for three years. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

T. Robertson III is a financial advisor with Merrill in Columbus, OH, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, including 19 years at Fifth Third Securities and Fifth Third Bank before joining Merrill and Bank of America in 2021. 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 for a range of clients including individuals, high-net-worth investors, and institutional entities.

Matthew Goedde is a financial advisor at Equitable Advisors with 21 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors and its predecessor, Axa Advisors, since 2005. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Celia Powers is a Series 66-licensed financial advisor with Equitable Advisors in Columbus, OH. She joined the firm in 2026 and has prior work experience in various roles, including at Miami University and The Cleaning Authority. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment solutions and offers fiduciary services to qualified plans.

Sean Mc Clenaghan is a financial advisor at J.P. Morgan Securities based in Columbus, OH, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to his current role, he has worked 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 select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver customized asset allocation advice and manager searches, supported by centralized due diligence and incorporating ESG considerations.

Lucas Evanovich is a Series 66 licensed financial advisor with four years of industry experience, currently practicing at Wells Fargo Advisors in Dublin, OH. He previously worked at Morgan Stanley and has held roles at Ohio Wesleyan University and other organizations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients through a broad range of financial planning and investment services. The firm offers tailored recommendations supported by proprietary research and planning tools, delivering discretionary and non-discretionary solutions across multiple financial needs and specialized areas.

Peter Dunlap is a financial advisor at Ameriprise Financial Services LLC with 23 years of industry experience. He holds the Series 66 and Series 63 credentials. His prior experience includes 13 years at CCO Investment Services Corp. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Nancy Knapp is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Citigroup Global Markets. She is based in Dublin, Ohio. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary services through various portfolio management styles and affiliated research.