Stacy Mc Van is a financial advisor with Raymond James & Associates in Dublin, OH, holding a Series 66 designation and 12 years of industry experience. Prior to joining Raymond James in 2024, Stacy worked for Edward Jones for 10 years. Outside of advising, Stacy is the owner of CJ Transit, a business involving a single bus held in an LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm emphasizes tailored, non-discretionary financial planning and consulting, supported by diverse portfolio management options and municipal advisory services.

Sandra David Siller is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses. She has 43 years of industry experience, including prior work at Morgan Stanley. Outside of her advisory role, she has been involved as a Medical Symposium Speaker for Inari Medical, where she shares her experiences as a patient. 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 combines quantitative and qualitative research using forward-looking capital market assumptions and includes access to derivatives and commodities capabilities.

Christopher Tucker is a financial advisor with Wells Fargo Clearing in Dublin, Ohio, holding Series 63 and Series 65 designations and over 34 years of industry experience. His prior work experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, UBS Financial Services, and Prudential Equity Group. Outside of advisory work, he owns Tucker Family, LLC, a company that leases trucks and trailers. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and draws on research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Denise Monjarro is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also maintaining a concurrent role at JPMORGAN Chase Bank, N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence supported by an ESG eligibility framework and leverages its broader derivatives and commodities capabilities.

Gregory Rustemeyer is a financial advisor with Raymond James & Associates in Dublin, Ohio, with 38 years of industry experience. He previously worked at Bank of America and Merrill for 13 years each before joining Raymond James in 2022. Outside of his advisory role, he serves as a committee member for SCI International, a charitable organization focused on conservation fundraising. 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 diverse client base, including individuals, institutions, and municipal entities, offering tailored financial planning and consulting with a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Aaron Weiss is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Edward Jones and J.P. Morgan Securities, where he has worked 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 non-discretionary advisory program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Mark Mayden is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and 40 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and also at JPMorgan Chase Bank, N.A. since 2010. As an employee of both entities, he offers a range of banking products in addition to investment services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative analysis.

Matt Estep serves as Vice President, Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. In this role, he partners with company executives to assist with their company benefits and integrate these into broader life wealth planning needs. Matt has been with Fidelity Investments since 1992, progressing through various roles including Regional Planning Consultant, Vice President Financial Consultant, Financial Consultant, Branch Service Manager, Premium Service Manager, Service Manager, Senior Trader, and Trading Representative. His extensive experience spans over three decades within the company, reflecting a broad understanding of financial consulting and executive planning. No additional information on Matt's education, credentials, personal interests, or community involvement has been provided.

Adam Wetzel is a financial advisor with Ameriprise in Columbus, OH, holding 15 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Bean is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation. Bean also serves on the board of a nonprofit organization, C2K Basketball LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser that supports individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary strategies.

Colin Keefe is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following four years at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Kimberly Engeln is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. She has held positions at J.P. Morgan Securities since 2012 and previously worked at Barclays Capital Inc. from 2009 to 2012. She holds Series 63 and Series 65 licenses. 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 incorporates ESG considerations, supported by affiliated implementation and portfolio services.

Francis Park is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022, following previous roles at JP Morgan Asset Management and Morgan Stanley. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brent Gilmore is a financial advisor with Cambridge Investment Research Advisors in Dublin, Ohio, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience and has been affiliated with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2024. Gilmore is also the owner of Step Up Wealth Management, LLC and has been involved as director of the Saints and Sinners Golf League since 2004. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, ongoing investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers various management platforms and proprietary model strategies.

Clair Reich is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2024, Clair worked at Lincoln Financial Advisors, LPL Financial, Gladstone Institutional Advisory, and Blue Stone Wealth Partners. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad menu of planning options supported by proprietary research and tools.

Andrew Simons is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and previously worked at The Huntington Investment Company for 23 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that includes written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Doris Boehmlaender Evans is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities LLC 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 written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes a range of strategies supported by affiliates in wealth management and investment management.

Andy Bean is a Financial Consultant currently working at Fidelity Investments. He partners with individuals and families to develop and implement comprehensive financial plans tailored to their goals and preferences. Andy has close to a decade of experience in the financial services industry, including roles as a Financial Advisor at Merrill Lynch, Mass Mutual, and Lifetime Financial Growth, as well as an Internal Wholesaler at Protective Life. His expertise encompasses insurance and comprehensive financial planning. In his free time, Andy enjoys spending time with his family and traveling. He also has interests in the beach, food, football, golf, and pets.

Mark Kindberg is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and spent time at Edward Jones in 2017. Outside of advisory work, he drives for Uber as an independent contractor. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to develop model portfolios, incorporating ESG frameworks and utilizing broader derivatives and commodities capabilities.

Tim Tilton serves as a Planning Consultant, partnering with clients to develop individualized plans tailored to their specific short- and long-term financial goals. He focuses on building meaningful relationships through education and ongoing support to foster trust and communication throughout the planning process. Tim's professional experience includes his role as a Financial Advisor at Ameriprise Financial Services, LLC, where he worked from 2023 to 2026. In this capacity, he worked closely with clients to help them strive toward their financial objectives. Outside of his professional work, Tim has personal interests that include cooking and baking, exploring food experiences as a foodie, participating in social events with friends, caring for pets, and playing soccer.