Jeffrey Krein is a financial advisor at Merrill with 41 years of industry experience. He has held positions at Merrill since 1990 and at Bank of America since 2010. He holds Series 63 and Series 65 credentials. 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 individual and institutional clients.

Marc Froebel is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining Merrill in 2026, he worked with The Huntington Investment Company and Huntington National Bank between 2016 and 2026. 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 various institutional investors.

Nathaniel Golden is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Raymond James & Associates and previously worked in various roles at J.P. Morgan Securities and JP Morgan Chase Bank. Outside of his advisory work, he serves as a Voting Location Manager for the Franklin County Board of Elections. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Amy Ellis is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in helping clients develop and implement comprehensive financial plans tailored to their individual goals. Since joining Merrill in 2007, Amy has focused on a planning-based approach to wealth management, working closely with clients to address their financial and personal objectives across all stages of life. She collaborates with various business partners within Merrill to integrate retirement, education, insurance, philanthropy, and estate planning into her clients’ financial strategies. Amy holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), 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 a Master of Science in Marketing and Communications from Franklin University. Amy’s client focus includes college education planning, family wealth management, retirement income, socially responsible and values-based investing, and tax minimization strategies. She serves clients with a holistic approach, catering to multi-generational families and individuals managing new wealth or navigating significant life changes. In addition to her professional work, Amy is involved with organizations such as LEAD for Women and contributes to community initiatives including Children’s Hospital TWIG and Dress For Success. She resides in Upper Arlington and enjoys cooking, football, interior decorating, pickleball, reading, traveling, yoga, and spending time with her family and two dogs.

Jasmine Stepp is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, she was self-employed at Famous Cleans, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, with an investment approach that integrates proprietary fundamental research, quantitative analysis, and systematic portfolio construction.

Ryan Greer is a financial advisor with Primerica Advisors, holding a Series 63 designation and 17 years of industry experience. He has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2006. Outside of his advisory role, he serves as Treasurer’s Assistant at Rock City Church and is employed at AMC Theaters Lennox Town Center. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm utilizes third-party asset managers and BNY Mellon Advisors for portfolio implementation, operating primarily under a tiered wrap-fee structure.

John Mcalpine is a financial advisor at Wells Fargo Advisors with 50 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients through a large network of advisors, offering a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. Its planning services cover areas such as retirement, education, risk management, and specialized needs like business-owner transition and divorce planning.

Rachel Unangst is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held roles in healthcare and rehabilitation services and is also involved with Easy Peasy Lemonade LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, and manages over $1 trillion in assets.

Timothy Ryan is a financial advisor at Merrill with Series 63 and Series 65 designations and 40 years of industry experience. He has been with Merrill since 1992 and has also worked at 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jessica Diemer is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 66 and Series 63 licenses. Her prior work includes roles at Citibank and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources, using diversification and modern portfolio theory to guide investment decisions.

Daydeon Baron Galbavi is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at First Merchants Bank and Equitable Financial Life Insurance Co., as well as work in education with The Learning Professionals, LLC (Sylvan Learning Center). 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 centralized due diligence process.

Aaron Singleton is a financial advisor with Ameriprise in Columbus, Ohio, holding a Series 66 designation and seven years of industry experience. Prior to joining Ameriprise in 2021, he worked at Cetera Advisor Networks and Voya Financial Advisors. Outside of his advisory role, he is a managing partner of a CPA firm, JL4K Holdings LLC dba AMS ProServ, providing tax preparation and planning services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients with offerings that include a specialized Premier Retirement Income service, which provides personalized retirement planning and tax-aware withdrawal strategies.

Susan Finefrock is a CFP® professional with 21 years of experience in the financial services industry. She is currently with OSAIC and previously worked at Woodbury Financial Services, Cetera Advisor Networks, Vantage Advisory Services, and Money Concepts Capital Corp. Outside of her advisory work, she serves as a FINRA arbitrator and holds leadership roles with the Zonta Club of Columbus, a nonprofit organization supporting women’s causes. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through multiple programs, utilizing a model-based investment process with options for discretionary portfolio management and third-party strategies.

Jeremy Crum is a Series 66-licensed financial advisor at J.P. Morgan Securities with six years of industry experience. He has worked at J.P. Morgan Securities since 2022 and previously at JPMorgan Chase Bank, N.A. from 2014 to 2022. Outside of his financial career, he serves as a worship leader at Lifepoint Church. 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. The firm’s advisory process incorporates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Angela Leister is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 63 designation and 17 years of industry experience. She has worked at J.P. Morgan Securities since 2013 and was previously employed at JPMorgan Chase Bank and Jared/Sterling Jewelers. Outside of her advisory role, she owns a residential rental property business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program combines quantitative and qualitative research and incorporates ESG considerations while maintaining regulatory registrations that support broader derivatives and commodities capabilities.

Christopher Adkins is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 66 designations and 15 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. before joining Ameriprise in 2017. Outside of his advisory role, he serves on the Finance Council at St. Agatha Parish in Upper Arlington, OH. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, utilizing a centralized consulting team to provide non-discretionary, research-backed recommendations tailored to clients’ financial situations.

Colton Snyder is a Series 66-credentialed financial advisor with Fidelity Investments in Columbus, OH. He joined Fidelity in 2025 and has prior experience in various roles including at Behrs Buildings and Snagit LLC. His outside activities include involvement with Triway Youth Baseball and Wooster Parks and Recreation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment approach combines proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Clayton J. Callahan is a financial advisor with Wells Fargo Clearing in Troy, Ohio, holding a Series 66 designation and 20 years of industry experience. He previously worked at UBS Financial Services Inc. from 2009 to 2019 before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Tony Penzone is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 63 and Series 65 licenses and possessing 54 years of industry experience. He worked at Merrill from 1971 to 2017 before joining Morgan Stanley and its Private Bank in 2017. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by tools such as Monte Carlo simulations and serves clients both directly and through corporate financial planning agreements.

Cory Messaros is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Fifth Third Securities and Fifth Third Bank. His current role is based in Columbus, OH. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, utilizing forward-looking capital market assumptions to build model asset allocations.