Joseph Long is a financial advisor at Merrill with 24 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Nicolaus & Co Inc from 2016 to 2021. He is based in Columbus, OH. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Craig Pruett is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at several major firms, including Morgan Stanley, Citigroup Global Markets, and BNY Mellon Securities Corporation, before joining J.P. Morgan Securities in 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG criteria and supported by affiliates specializing in investment management and portfolio services.

Andrew Beck is a financial advisor with LPL Financial based in Worthington, OH. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret Grant & Co., Inc., and served in the U.S. Army from 2020 to 2023. Outside of his advisory role, Beck also consults with healthcare companies CentricHC and AccelWell. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and portfolio management solutions, leveraging a large network of advisors and technology tools.

Joseph Mitchell is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 30 years of industry experience. Prior to joining Raymond James in 2018, he worked at Edward Jones for 16 years. He is a partner at Milholland & Mitchell Financial Group, a financial planning practice based in Marysville, Ohio. 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, and institutions. The firm offers non-discretionary planning tailored to client goals and supports its advisors with analytical tools and specialized programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Claire Cookston is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019, with prior experience at Cetera Investment Services and Foresters Financial Services. Outside of finance, she was involved with Amazing Joes for three years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Chibuzor Odife is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. He has held roles at Fidelity Investments and has worked in real estate as an independent contractor representing buyers and sellers. Odife also serves in the United States Air Force Reserve. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of investment vehicles, including model portfolios and registered investment companies.

Michael Binkley is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan since 2015, following a prior role at Edward Jones. Outside of his advisory work, he is a 50% owner and overseer of farming activities at Binkmers LLC. 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 combines quantitative and qualitative research with a forward-looking investment approach and offers broader derivatives and commodities capabilities.

Jason Rumpke is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with J.P. Morgan Securities since 2009 and previously worked at Chase Investment Services Corp. and Banc One Securities Corporation. 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. Their advisory process integrates quantitative and qualitative research, includes an ESG eligibility framework, and leverages the broader capabilities of affiliated investment-management entities.

Linda Campbell is a CFP® with 24 years of experience in the financial advisory industry. She is currently with Edelman Financial Engines in Columbus, OH, where she has worked since 2012 across affiliated entities within the firm. 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 committee-driven modeling process combined with planner delivery and online tools to offer diversified portfolios with a long-term investment approach, managing approximately $326 billion for around 477,000 clients.

Alisha Cochran is a Financial Consultant who collaborates with individuals and families to strengthen and secure their financial well-being by co-creating financial plans tailored to their unique goals. Her professional experience includes serving as a Vice President Financial Consultant at Charles Schwab from 2021 to 2022, and as a Merrill Financial Solutions Advisor at Merrill Lynch between 2019 and 2021. Prior to that, she worked as a Financial Advisor at Merrill Lynch from 2017 to 2019. Her earlier roles include Investment Supervision Officer at JPMorgan Chase from 2013 to 2017, Investment Trade Support Analyst at JPMorgan from 2011 to 2013, and Relationship Banker at JPMorgan from 2010 to 2011. Outside of her professional work, Alisha enjoys spending time at the beach, fitness activities, exploring food, and volunteering.

Allen Crock is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Morgan Stanley Private Bank, National Association. He is a member of the finance committee at St. Brendan the Navigator in Hillard, OH. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services through a broad offering that includes retirement, education, risk, and wealth-transfer planning, among other specialized services. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients choosing implementation options.

Chad Neichter is the Market Leader for the Ohio West Market at Fidelity Investments, a position he has held since 2025. In this role, he focuses on creating impactful experiences for clients and holds his team accountable for delivering service worthy of referrals to friends and family. Chad has extensive experience within Fidelity Investments, having held various positions including VP, Branch Leader from 2021 to 2025, Regional Planning Consultant from 2019 to 2021, and VP, Financial Consultant from 2013 to 2019. His career at Fidelity began in 2008 and includes roles such as Financial Consultant, Investment Consultant, and Retirement Solutions Representative. Outside of his professional responsibilities, Chad enjoys family activities, fishing, social events with friends, golf, hiking, and parenthood.

Carl Weise is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 26 years of experience in financial planning. He specializes in areas including college education planning, corporate benefits, executive compensation, personal retirement planning, philanthropic planning, socially responsible investing, special needs planning strategies, tax minimization, and retirement income. Carl works closely with a diverse client base, including retirees, doctors, business owners, and corporate executives, particularly assisting them with stock option, retirement, and deferred compensation benefit plans. Carl graduated from Cedarville University with a dual major in Finance and Accounting and has been a CERTIFIED FINANCIAL PLANNER™ certificant since 2002. Throughout his career, he has been recognized by Forbes as one of the "Best in State Wealth Advisors" for Ohio from 2022 through 2026. His approach to financial planning integrates principles from his Christian faith, emphasizing money as a tool to serve families, communities, and future generations. Beyond his professional role, Carl is actively involved in his community in Hilliard, Ohio, where he lives with his wife Erika and their four children. He and his family have contributed by serving as foster parents and participating actively in Northwest Bible Church. Carl's personal interests include basketball, fishing, golfing, hunting, and tennis.

Nicholas Lanctot is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior experience includes roles at Transamerica Capital Inc. and Nuveen Securities, LLC. He operates a support company called JDS Financial in Powell, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofits, employing tailored, non-discretionary planning and advanced analytical tools.

Jacob Larrison is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise since 2019 and previously spent eight years with Wells Fargo Advisors Financial Network LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides tailored, research-driven recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

Mark King is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and over 29 years of industry experience. He has been with Primerica Advisors since 1996 and previously worked at United Ambulance Service for 36 years. Outside of advising, he is involved in the sale of home security and automation products as well as loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively available separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with trading delegated to BNY Mellon Advisors.

Marissa Korbini is a financial advisor with Wells Fargo Advisors and holds a Series 66 designation. She has been with the firm since 2022 and has prior experience working with Baylor Athletics and various educational institutions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and sports & entertainment planning.

Thomas Peck is a financial advisor at J.P. Morgan Securities in Columbus, OH, with 25 years of industry experience. He has held roles at J.P. Morgan Securities since 2012, preceded by six years at The Huntington Investment Company and a brief tenure at Chase Investment Services Corp. He holds Series 63 and Series 65 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, and recommendations may include ESG considerations.

Jessica Wells is a financial advisor with Ameriprise in Plain City, Ohio, holding a Series 66 designation and nine years of industry experience. She has worked at Ameriprise since 2021 and previously spent five years at Edward Jones. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients with assets managed within Ameriprise accounts.

John Parson is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked with J.P. Morgan Securities since 2008 and was also employed by Jpmorgan Chase Bank from 2010 to 2025. 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 non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening, qualitative research, and forward-looking capital market assumptions, with capabilities that include derivatives and commodities strategies.