Kelly Sobeck is a financial advisor at Thrivent Investment Management holding a Series 66 designation. Sobeck has held roles at Thrivent Financial since 2026 and previously worked at Zurich American Insurance Company, Growth Focused Insights & Research, McGraw Hill Education, and Nationwide Mutual Insurance Company. Outside of these roles, Sobeck volunteered in the community from 2024 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and planning without discretionary trading authority. The firm’s approach combines planning with managed-account programs under a consolidated billing option while keeping the services separate.

John Foley is a financial advisor with Raymond James Financial, holding a Series 66 designation and totaling 14 years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. since 2012 and previously with Asset Management Consultants. Outside of his advisory role, Foley serves as an officer responsible for investments at both Foley & Fields and Sterling Financial Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and consulting using detailed analytical tools and supports a broad network of advisors through various advisory programs.

Andrew Murray is a financial advisor at J.P. Morgan Securities in Columbus, OH, with 12 years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role at J.P. Morgan Securities since 2015, he worked at Morgan Stanley from 2014 to 2015. 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 includes centralized due diligence with both quantitative and qualitative research and may incorporate ESG criteria in its recommendations.

Brandon Hull is a Financial Consultant with experience in providing financial planning services. He has worked as an Investment Solutions Representative at Fidelity Investments since 2021 and previously served as a Financial Advisor at Landing Point Financial Group from 2016 to 2021. As a Certified Financial Planner, Brandon focuses on helping individuals and couples make decisions that support their lifestyle, protect their loved ones, and align with long-term goals. He aims to build plans that provide peace of mind and enable clients to focus on what brings them joy and happiness. Outside of his professional work, Brandon has interests in baseball, football, parenthood, pets, traveling, and volunteering.

Mickey Gilbert is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 credentials and 13 years of industry experience. He 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 asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence incorporating quantitative and qualitative research and may include ESG criteria in its recommendations.

Ryan Connell is a CFP® professional with 18 years of industry experience, currently with Ameriprise in Dublin, OH. His prior experience includes roles at The Huntington Investment Company, Securities America Advisors, Wells Fargo Clearing, and Morgan Stanley. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach involves algorithm-driven analysis and a restrictive enrollment process that integrates Ameriprise-managed assets and affiliated investment options.

Mark Juhasz is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial advice and services to clients through this esteemed firm. Additional details about his experience, areas of expertise, educational background, and personal interests are not provided.

Kevin Henke is a financial advisor at J.P. Morgan Securities in Columbus, OH, with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining J.P. Morgan Securities in 2026, he worked at Sanctuary Wealth, US Bank, and FTJ FundChoice. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm delivers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Ethan Bourn is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at New York Life and was involved with the Mid Ohio Food Collective. Ethan’s background also includes roles in education at Ohio State University and Olentangy Local Schools. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports covering income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice through a centralized consulting team.

Jackson Evans is a financial advisor with Equitable Advisors in Columbus, OH, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, he had brief roles at Northwestern Mutual and experience in various other fields including food service and healthcare support. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and diverse asset management programs through a network of Investment Adviser Representatives and third-party managers.

Marquis Bloomingdale is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley since 2016. Outside of his financial advisory role, Marquis is involved in the restaurant industry as a server at Sunny Street Café, a position he has held since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through various investment and advisory arrangements.

Jaime Goubeaux is a financial advisor with Ameriprise in Powell, Ohio, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a separate advisory business through M and J LLC. Ameriprise is an institutional firm serving clients primarily through a retirement-income planning service designed for individuals with substantial investable assets. The firm integrates research, modeling, and tax-efficient strategies to provide tailored, written recommendations with an emphasis on assets held in Ameriprise-managed accounts.

Patrick Hesketh is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 licenses. He has 15 years of industry experience, all with JPMorgan Chase Bank, NA and J.P. Morgan Securities since 2011. 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 integrates quantitative and qualitative research with forward-looking capital market assumptions and includes ESG considerations in its recommendations.

Justin Myers is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera since 2019, with prior experience at Foresters Financial and Foresters Advisory Services. Outside of his advisory work, he serves as a middle school basketball coach. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party money managers.

Benjamin Krajnak is a CFP® currently with Wells Fargo Advisors in Dublin, OH, with four years of industry experience. His prior roles include positions at UBS Financial Services, Morgan Stanley, Bank of America, Merrill, and Fifth Third Bank. Before entering financial services, he worked at the University of Dayton Office of Admissions & Financial Aid. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and tools, serving clients with a variety of specialized planning needs.

Susan Mogul is a financial advisor at Merrill with 27 years of experience at the firm and holds a Series 66 designation. She is based in Columbus, Ohio, and is involved as an owner and secretary in her family business, Excel Tire & Wheel. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Allen Brooks is a financial advisor with Primerica Advisors in Worthington, Ohio, holding eight years of industry experience. His career includes roles at Lifewise Academy, Pfs Investments Inc, and Honda of America. Brooks also receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. Primerica Advisors sponsors 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 with a large network of advisors and employs model-based investment strategies managed by third-party asset managers.

Lindsey Kuebler is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2015, following six years at Morgan Stanley. Based in Columbus, OH, she provides advisory services through a well-established firm. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Mack Hartwell is a Wealth Management Advisor at Merrill Lynch Wealth Management with over thirty years of experience. He specializes in investment management, retirement planning, estate planning strategies, charitable gift planning, and family wealth management. Mack is a qualified Portfolio Manager and can manage personalized or defined strategies on a discretionary basis, including individual stocks and bonds, model portfolios, and third-party investment strategies. He holds the Certified Financial Planner (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., and the Certified Investment Management Analyst (CIMA®) designation administered by Investments & Wealth Institute® in conjunction with the Haas School of Business, University of California, Berkeley. Mack is also a graduate of The Ohio State University. Mack is actively involved in community service. He serves as a board member of The Unverferth House, has been a rider and fundraiser for Pelotonia for fifteen years, and volunteers as a race director emeritus for Bull Run Columbus benefiting Nationwide Children's Hospital. He is a dedicated supporter of The Ohio State University and its related activities.

Hac Pham is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in the financial sector since 2007, including positions at Securities America Advisors, Inc. and Chase Investment Services Corp. He has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks where appropriate.