Joshua White is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for six years before joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on non-discretionary, customized asset allocation advice, investment manager searches, and performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Stephen Mathews is a financial advisor at Osaic with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial and New England Securities. Outside of his advisory role, Mathews owns Emerald Financial Advisors, an LLC through which he provides financial advisory services. Osaic Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, delivering various programs such as comprehensive financial planning and Unified Managed Accounts.

Jeff Cullman is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding a Series 63 designation and 31 years of industry experience. His prior roles include long tenures at UBS Financial Services, Wells Fargo Clearing, and Prudential Equity Group. He serves as an advisor to the board of governors at The Lakes Country Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing a broad range of investment and financial planning services to individuals, trusts, and institutions. The firm offers tailored recommendations supported by proprietary research and tools, with planning services covering diverse needs such as retirement, education, business-owner transition, and special-needs planning.

Alan Beymer is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2004, he has served both individual and institutional clients, applying his knowledge and diverse perspectives to help them achieve their financial goals. Prior to Merrill, Alan gained experience at Bank One Investment Advisors and on the trading desk of Waterhouse Securities. He holds several professional designations, including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC), reflecting his expertise in retirement planning and fiduciary responsibilities. Alan earned a Bachelor's degree in Business Management from the University of Kentucky. Outside of his professional work, Alan is an active pilot and enjoys skiing. He coaches his children’s sports teams and volunteers with the Franklin County Special Olympics Program. He also participates in The Match program and was a bone marrow donor in 2010. Alan lives in Worthington with his wife and two children.

Cassidy Davies is a financial advisor with Equitable Advisors in Columbus, OH, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, Cassidy worked in education roles at Hilliard City Schools and the Educational Service Center of Central Ohio. Equitable Advisors serves individuals—including both non‑high-net-worth and high-net-worth clients—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a range of third-party asset managers and LPL-sponsored advisory programs.

Brian Golden is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate firms since 2003. Outside of his advisory role, he serves on the Board of Directors for the TBDBITL Alumni Club, is president of the Wedgewood Place Homeowners Association, and holds finance-related positions at Prince of Peace Lutheran Church. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Trace Kelly is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch and Raymond James Financial Services Advisors, Inc. He is involved in administrative roles at two local support companies. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing risk profiling and analytical tools to tailor non-discretionary planning and investment advice.

Adam Young is a financial advisor at Edelman Financial Engines based in Dublin, Ohio. He holds a Series 65 credential and has seven years of industry experience. His prior work includes a position at Jersey Mike's Subs and a role at Arizona State University. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a proprietary, committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.

William Calpin is a financial advisor at Edward Jones in Dublin, OH, holding a Series 66 designation. He has one year of industry experience and previously worked at Battelle Memorial Institute and served in the United States Air Force. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and services under a fiduciary standard.

Betheney Mcintosh is a financial advisor at Merrill with Series 63 and Series 66 designations and 26 years of industry experience. She has been with Merrill since 2015 and is also affiliated with Bank of America, N.A. since 2017. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Timothy Thiele is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill 29 years ago following a brief career in the banking industry. In his role, he creates, directs, implements, and oversees various aspects of wealth management, focusing on portfolio management and planning. Tim holds a Bachelor of Science degree in Business Administration and Finance from The Ohio State University, earned in 1991. He is a qualified Portfolio Manager who can build and manage personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party strategies. He holds the Series 7, 63, and 65 FINRA registrations and serves clients through the firm's Investment Advisory Program, where he may manage strategies on a discretionary basis. Tim is involved with United Way locally and resides in Dublin, Ohio, with his wife Erin and their two children, Lauren and Michael.

Olivia Mc Cormack is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and operated DeeJay's BBQ Ribs & Grill from 2015 to 2020. 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 and may incorporate an ESG eligibility framework.

Robert Hangan is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds Series 63 and Series 66 licenses. His prior employment includes positions at Merrill, Morgan Stanley, and Citigroup Global Markets. 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 and may incorporate ESG criteria.

David Woods is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at several firms including PNC Investments and U.S. Bancorp Investments, and serves as a registered FINRA Non-public Arbitrator, participating in arbitration panels for investment industry disputes. 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 reporting. Their advisory process combines quantitative and qualitative research to develop model allocations, incorporating ESG criteria and broader derivatives capabilities.

Matthew Perry is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan entities since 2005. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG criteria and supported by centralized due diligence.

Sara Stephan is a financial advisor at Wells Fargo Advisors with 9 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Citizens Securities and Citizens Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, using proprietary research and tools to develop personalized recommendations.

Nathaniel Lehman is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and over 21 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. since 2005 and has been affiliated with J.P. Morgan Securities since 2012. Outside of his advisory work, he owns an e-commerce business selling collectibles and personal items online. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates ESG criteria, with implementation support from affiliated entities.

Edward Waldrop is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

David Bentz is a financial advisor with LPL Financial based in Dublin, Ohio, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at LPL Financial since 2017 and previously at H.D. Vest Advisory Services and H.D. Vest Investment Services from 2009 to 2017. In addition to his advisory work, Bentz teaches at Columbus State Community College and is involved with Dublin Advisors LLC, a CPA affiliate program. 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 broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.

Nathaniel Tatum is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing three years of industry experience. His work history includes roles at JPMorgan Chase Bank, U.S. Bancorp Investments, U.S. Bank, and DoorDash. He is also listed as an owner/partner of Above the Bar Fitness, LLC, a fitness business he currently does not actively operate. 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 combines quantitative and qualitative research with a broad range of regulatory registrations, including futures and swap dealer capabilities.