Bryan Cenky is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2020, he worked at Cetera and Minster Bank. Outside of his advisory work, he owns a corn and soybean farm and serves on the board of the Farm Service Agency, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party asset managers, and customized strategies.

Zachary Adams is a Series 66-licensed advisor with J.P. Morgan Securities in Columbus, Ohio, with nine years of industry experience. He has held multiple roles within the J.P. Morgan organization since 2016. Outside of his advisory work, he is a partner in a real estate LLC that manages a rental property. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice and investment manager searches for plan sponsors, corporations, and endowments, supported by a combination of quantitative and qualitative research and utilizing a non-discretionary advisory approach.

Ryan Sweeney is a financial advisor with Equitable Advisors in Worthington, Ohio, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors LLC, since 2011. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a model that assesses client risk tolerance and matches them with program models or discretionary managers, offering a range of investment options through third-party sponsors and affiliated asset managers.

Kimberly Coleman is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has prior work experience at Fifth Third Bank and J.Crew Stores. 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 screens and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Sara Lucas is a Series 66-licensed financial advisor with Merrill in Columbus, OH, bringing 18 years of industry experience. She has been with Merrill since 2004 and has also worked at Bank of America since 2022. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Cassidy is a Series 66-registered financial advisor with nine years of industry experience. He is currently with J.P. Morgan Securities in Columbus, OH, where he has worked since 2017 with a brief interlude at Capital Group and American Funds Distributors. His background includes roles at Morgan Stanley and Morgan Stanley Services Group Inc. 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 process integrates quantitative and qualitative research, incorporates ESG criteria, and offers broad derivatives and commodities capabilities.

Jennifer Newman is a Wealth Management Advisor with Merrill Lynch Wealth Management and a leader of Cress, Newman & Associates. She has dedicated her entire professional career to Merrill, joining the firm in 1994 and partnering with Mike Cress since 1996. Jennifer leverages more than 25 years of experience to assist individuals and families with a range of wealth management issues, including saving and investing, retirement strategy, next-generation stewardship, wealth transfer, and philanthropic planning. Her clients include physicians and healthcare professionals, as well as individuals transitioning into and through retirement. Jennifer offers technical insight and practical advice that align a client’s broad financial objectives with actionable solutions. She holds the Certified Investment Management Analyst (CIMA®) designation awarded by the Investments & Wealth Institute in conjunction with the Wharton School at the University of Pennsylvania, as well as the Chartered Retirement Planning CounselorSM (CRPC) designation. Jennifer earned a Bachelor’s degree from The Ohio State University. In addition to her professional work, Jennifer is involved in community outreach. She serves on the board of the American Cancer Society for Ohio, West Virginia, and Northern Kentucky, and co-founded and co-chairs the C2C Relay Run fundraising event. She is also the secretary for the Dublin Coffman High School Cheer Boosters and chairs the Bank of America Columbus Community Volunteers program. Previously, she served as president of the Greater Columbus Advisory Council and was a founder and steering committee member of the Merrill Bull Run benefiting Nationwide Children’s Hospital.

Erin Vogel is a financial advisor with J.P. Morgan Securities in Dublin, Ohio, holding a Series 66 designation and having eight years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative screens, qualitative research, and forward-looking capital market assumptions to build model asset allocations, with support from affiliated investment management entities.

Rohit Sharma is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2005 after earning a Bachelor of Science degree in Finance and Marketing from the Fisher College of Business at The Ohio State University. Rohit holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor™ designation. Rohit takes a disciplined and holistic approach to wealth management, focusing on aligning clients’ objectives with market realities to create consistent returns aimed at meeting their stated financial goals. He emphasizes client engagement in developing personalized strategies, working closely with individuals and families to address areas such as family wealth management, legacy planning, tax minimization, and retirement income. Rohit coordinates with clients’ CPAs, attorneys, and specialists from Bank of America Private Bank to provide comprehensive financial resources and solutions. Born in Vancouver, British Columbia, Rohit’s perspective has been shaped by living in various countries including India and Singapore before settling in Columbus. Outside of his professional role, he is an avid fan of Buckeyes football and basketball. Rohit resides in Columbus with his wife, Shipra, an interior designer.

Stephen Matson Sr. is a financial advisor with Ameriprise Financial Services, LLC and holds Series 63 and Series 65 licenses. He has 27 years of industry experience and previously worked at Creative Financial Designs and Matson Insurance Agency, where he continues to operate a life and health insurance business. Matson also dedicates time to estate and financial planning through Matson Retirement Planning Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies.

Jeffrey Lammert is a CFP® professional with 27 years of industry experience, currently affiliated with OSAIC since 2025. He has previously worked at Lincoln Financial Advisors, U.S. Bancorp Investments, Inc., Chase Investment Services Corp., and Raymond James Financial in various capacities. Jeffrey is also licensed to offer insurance products including accident and health, disability, long term care, annuities, and life insurance. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with a multi-advisor platform offering brokerage and advisory services, encompassing financial planning, managed portfolios, and third-party money manager programs.

John Altieri is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and 11 years of industry experience. His prior work includes roles at The Huntington National Bank, The Huntington Investment Company, Tidewater Management Group, Global View Capital Management, and Purshe Kaplan Sterling Investments. Outside of finance, he serves as commissioner and president of Columbus Sports LLC, an adult soccer league he has managed since 2000. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm delivers customized retirement-income recommendations based on proprietary research and third-party data, focusing on dependable income sources and tax-efficient withdrawal strategies.

Brice Steffes is a financial advisor with J.P. Morgan Securities in Columbus, OH. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining J.P. Morgan Securities in 2018, he worked at PNC Investments from 2012 to 2018. 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 involves centralized due diligence combining quantitative and qualitative research, with a focus on written asset allocation advice and customized performance reporting.

Amanda Ogg is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 63 and Series 66 licenses and offering 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.

Alex Arenschield is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation. Outside of his advisory work, he is involved as an owner and partner in Dome Rentals LLC, a company focused on building and renting structures on platforms like Airbnb. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The program integrates quantitative and qualitative due diligence and offers access to a broad range of investment strategies, including ESG frameworks.

Kevin Smith is a financial advisor at J.P. Morgan Securities with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working concurrently at JPMorgan Chase Bank, N.A. since 2009. His prior experience includes roles at OSAIC and Raymond James Financial Services, Inc. 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 combines quantitative and qualitative research to develop model asset allocations and incorporates derivatives and commodities capabilities.

Timothy Dixon is a financial advisor with LPL Financial in Dublin, Ohio, holding a Series 66 designation and nine years of industry experience. His career includes roles at Nationwide Securities LLC, Nationwide Investment Services Corp, and JP Morgan Securities LLC. Outside of his advisory work, he is involved with Thomas Central Ohio Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by tools such as machine learning for research and operational support.

John Schatz is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 63 designation and previously spent 25 years at Lincoln Financial Advisors. Outside of his advisory work, he is an active numismatist, collecting and occasionally trading coins. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Jason Carson is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and 11 years of industry experience. He has worked at Primerica Financial Services since 2013 and has been involved with Columbus City Schools since 2017. Outside of his advisory role, he receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its investment offerings.

William James II is a financial advisor at RBC Capital Markets with 33 years of industry experience. He has held roles at UBS Financial Services, Merrill, and Legg Mason Wood Walker, Incorporated. Outside of advising, he owns and operates a small arms instruction business and manages an agricultural sole proprietorship focused on beekeeping and tree cultivation. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and nonprofits. The firm offers tailored investment strategies with a range of advisory programs and portfolio management options supported by a broad capital-markets platform.