Eric Sitarski is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, he works as a Range Safety Officer at Eagle Gun Range, a firearms training facility. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

James Stair is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity since 2004 in various capacities, including roles at Fidelity Personal and Workplace Advisors since 2018. Outside of his advisory work, Stair serves as treasurer for the Columbus Chill Youth Hockey Association's 2013AA team. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund advisory and model portfolios, and is noted for its use of algorithmic methods and involvement with multiple registered investment companies.

Zachary Shepard is a financial advisor with Cambridge Investment Research Advisors in Columbus, OH, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at The Huntington Investment Company and PNC Investments, LLC. Outside of advisory work, he serves on the board of the Roy G Biv Gallery for Emerging Artists, a nonprofit focused on the arts. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual and institutional clients through a network of independent Financial Professionals. The firm offers a range of services including financial planning, investment management, and retirement plan advisory, employing proprietary and third-party model strategies with both discretionary and non-discretionary portfolio management options.

Nicholas Windley is a Series 66-licensed financial advisor with Edward Jones in Columbus, OH, with one year of industry experience. Prior to joining Edward Jones, he worked at Target Corporation and Arrive Logistics and was self-employed providing ride-share services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Robert Johnson is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and 10 years of industry experience. He has been with Primerica Advisors since 2015 and Primerica Financial Services since 2014. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Johnny Dawson is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones. Outside of his advisory role, he is the owner of johnn(y)ie, LLC and author of a memoir focused on mental health challenges faced by veterans and athletes. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research-driven, tax-efficient strategies and algorithmic tools to deliver tailored recommendations.

Michael Beers is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is a partner in BoomFlop Outfitters LLC, a hunting-inspired clothing line based in New Albany, Ohio. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Gary Beckman is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Beckman also serves as a trustee in an investment-related capacity in Bexley, Ohio. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Christian Borne is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 license with six years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, E*TRADE Securities, and Park Hudson International, as well as experience in legal and court-related fields. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a wide range of advisory programs and investment services.

Danielle Fasci is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms, including Woodbury Financial, SagePoint Financial, and Royal Alliance Associates. She has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Wesley Hill is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He previously worked at Morgan Stanley for 10 years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022. Outside of his advisory role, he works part-time as a food delivery contractor for DoorDash. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Anku Golloh is a financial advisor with Primerica Advisors in Worthington, Ohio, holding a Series 63 designation and 10 years of industry experience. Golloh has worked at PFS Investments Inc. since 2017 and has been with Primerica Financial Services since 2011. Outside of advisory work, Golloh is involved in sales of non-investment related products such as home security and automation services through affiliated companies. Primerica Advisors 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, offering model-driven investment strategies supported by third-party asset managers and custodial services.

Shelby Byland is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Ameriprise, Shelby worked at Cambridge Investment Research Advisors and Northwestern Mutual in various capacities. Outside of advisory work, Shelby is involved as an investment specialist with Jeff Chaddock’s franchise through TRLT Ventures LLC. Ameriprise provides retirement-income planning services focused on individuals with significant investable assets, combining research and modeling with personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Joseph Kalinoski is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has been associated with JPMorgan Chase Bank since 2011. Outside of his advisory role, he is a junior varsity high school golf coach for Granville Exempted Village Schools. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework. The firm is distinguished by its registrations as a security-based swap dealer and futures commission merchant, which expand the product types it can access.

Kevin Foley is a financial advisor with Raymond James Financial in Worthington, Ohio, holding a Series 63 designation and over 43 years of industry experience. He has been with Raymond James Financial since 2009 and has operated Financial Advisors Resources and Foley & Fields Wealth Strategies, both support companies related to his advisory practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Nathan Fuhrman is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. He has been with J.P. Morgan Securities since 2018 and previously worked at JPMorgan Chase from 2013 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting, delivering these services through a select group of Wealth Advisors.

Patricia Sirkoski is a financial advisor with Charles Schwab in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2013. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Anson Sung is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. for 15 years before joining J.P. Morgan Securities in 2021. Outside of his advisory role, he has passive ownership interests in a modular construction company and an engine development firm. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis alongside affiliated brokerage and investment management capabilities.

Stewart Flaherty is a financial advisor at Raymond James Financial Services Advisors, Inc. with 53 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Raymond James in 2025, he spent 12 years with Commonwealth Financial Network. Flaherty is also an author of two books on financial planning and serves as CEO of two support companies focused on financial planning and investment management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs non-discretionary planning and advisory strategies tailored to client goals, utilizing advanced analytical tools and technology, and offers specialized services such as municipal advisory work and SIMPLE IRA employer consulting programs.

Ryan Bucholtz is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has been with JPMorgan Chase and its affiliates since 2016. Prior to his financial services career, he worked for Lyft and Uber from 2015 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized manager due diligence. The firm integrates an ESG eligibility framework and offers services on a non-discretionary basis through a select group of Wealth Advisors.