Brandon Arens is a financial advisor with Mass Mutual Investors Services. He holds the Series 66 designation and has five years of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities Inc, and Sanfillipo Financial, LLC. Arens is also a licensed insurance agent involved in the sale of life, disability, and fixed annuity insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Sarah Lawson is a financial advisor at Ameriprise with nine years of industry experience. She has worked at Ameriprise since 2014 and has prior experience at Geometry Global, 97.1 The Fan: Columbus Dispatch, and the Columbus Blue Jackets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary research and third-party data to provide tailored, tax-aware withdrawal strategies.

Jaren Webster is a Financial Advisor with Merrill Lynch Wealth Management. He holds a Bachelor's Degree from The Ohio State University and a Juris Doctorate Degree from The University of Akron School of Law. His educational background combines law and finance, supporting his advisory role within wealth management.

Chad DeFife is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2011, progressing through various positions including Financial Consultant, Investment Consultant, Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Trader. Throughout his career at Fidelity, Chad has focused on assisting clients and their families in creating tailored financial plans. He emphasizes understanding each client as a unique individual and works collaboratively to develop plans that provide confidence in managing time and savings. Details regarding Chad's education, credentials, personal interests, and community involvement were not provided.

Amanda Beecher is a financial advisor at Edward Jones in Marysville, Ohio, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, managed accounts, and affiliated funds, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

Daniel Bertke is a financial advisor at Morgan Stanley in Dublin, Ohio, with eight years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2017, following a one-year tenure at The Adecco Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Dimitri Valerio is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and seven years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2018. Outside of advising, he is involved in sales of home-related products and services through affiliated companies, including mortgage loan products and home security referrals. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with a range of model-delivery strategies and separately managed accounts, operating primarily as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Christopher Pharis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Citigroup Global Markets. 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 uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions.

Randy Martinez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at TIAA and TD Ameritrade. Outside of his advisory work, he owns and operates Randy Martinez Photography, a personal photography business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice and customized performance reporting through a centralized due diligence process that integrates quantitative and qualitative research.

Shivam Patel is a financial advisor with Primerica Advisors in Worthington, OH, holding five years of industry experience. He has been with PFS Investments Inc. since 2021 and Primerica Financial Services since 2019. Outside of his advisory role, Patel is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-driven investment strategies supported by third-party managers and custodial services.

Matthew Reis is a financial advisor with Primerica Advisors in Worthington, OH, holding 27 years of industry experience. He has been with Primerica Advisors since 1998 and Primerica Financial Services since 1997. Outside of investment advisory, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses an operational model focused on tiered wrap fees and ongoing oversight of its investment options.

Julie Cason is a CFP® with 17 years of experience in the financial industry. She has been with Fidelity Investments since 2008, including seven years at Fidelity Personal and Workplace Advisors and one year at Fidelity. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

David Lin is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 designations and 23 years of industry experience. He has worked at J.P. Morgan Securities since 2012, following roles at Chase Investment Services Corp. and Wells Fargo Clearing. 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 integrates quantitative and qualitative research with a forward-looking capital market approach and includes ESG factors in its recommendations.

Mick Doyle is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Lifetime Financial Growth/Guardian Life Insurance Co, JPMorgan Chase Bank, and various positions outside the financial industry. 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 supported by centralized due diligence and a combination of quantitative and qualitative research.

David Merola is a financial advisor at Ameriprise with 33 years of industry experience. He previously worked at The Huntington Investment Company for 33 years and has longstanding ties to Huntington National Bank. He holds Series 63 and Series 65 licenses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written Recommendation Reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Javier Piquero is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 66 designation. Outside of his advisory work, he is a co-owner of TRLT Ventures LLC, where he manages his advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Gregory Shumaker is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 17 years of industry experience. He has worked with Wells Fargo Clearing since 2009, with recent tenure at Wells Fargo Advisors Financial Network beginning in 2026. Outside of his advisory role, he is involved in video editing and customized slideshow production through a small business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting certain net-worth criteria. The firm integrates advisory services with other financial product offerings and has a comprehensive menu covering various specialized planning needs.

Christopher Manchester is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and nine years of industry experience. He has been with J.P. Morgan Securities since 2016 and is also co-owner of an independent record label, Home Grown Universe, where he is involved in music production and sales. Additionally, he provides advice and strategy for Better Late Music. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Deborah Caldwell is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at J.P. Morgan entities since 2015, with prior experience at HSBC Securities and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process uses centralized due diligence and combines quantitative and qualitative research to support its recommendations.

Carlos Aviles is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2022, following 15 years at Merrill Lynch and earlier roles at FSC Securities Corporation and Merrill. Aviles also serves as a member of the Board of Finance for the Town of Woodbridge, Connecticut. 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 written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a broad range of derivatives and commodities capabilities.