Solomon Gamertsfelder is a financial advisor with Wells Fargo Advisors, holding Series 66 and Series 63 licenses and 12 years of industry experience. He has previously worked at UBS Financial Services and Morgan Stanley. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm’s advisors use proprietary research and planning tools to develop tailored recommendations across diverse planning areas, including niche services such as business-owner transition and special-needs analysis.

Anup Bhatt is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several related firms, including Banc One Securities Corporation and Chase Investment Services Corp. Outside of his advisory role, he serves as Vice President of Finance and Trustee for the Bharatiya Hindu Temple, where he manages donation processing and reporting. 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 non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Angela Mcneill is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked within various Fidelity divisions since 2010. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse portfolios and funds.

Holly Barthelmas is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. Her prior roles include positions at Morgan Stanley and Nationwide Investment Services Corporation. Outside of her advisory work, she owns Rooted Dog, LLC, where she works as a yoga instructor, and Big Dog Run, LLC, which manages an apiary. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a range of eligible investment strategies.

Vince Finney is a financial advisor with Wells Fargo Clearing in Dublin, Ohio, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at UBS Financial Services, Merrill, and Citigroup Global Markets. Outside of his advisory work, he is involved with the Finney Foundation, which issues grants to various charities, and serves as a committee member of the Liberty 2040 Community Committee focused on local recreational resources. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to evaluate investment options and provides a range of brokerage and advisory solutions supported by a large network of over 14,000 financial advisors.

Jonathon Bonnoront is a Senior Financial Advisor with Merrill Lynch Wealth Management. He is a member of the Bonnoront-Mangiola Wealth Management Group, which includes three advisors, one Senior Relationship Manager, and two Client Associates. Jonathon works closely with clients to help them achieve financial goals such as retirement income planning, legacy planning, college education funding, and managing liquidity events. Since beginning his financial services career in 2017, Jonathon has concentrated on a goals-based approach to wealth management. He listens carefully to clients' needs to ensure every strategy is tailored to their individual objectives. His expertise includes portfolio management, personal retirement planning, legacy planning, investment strategy for individuals and corporations, and specialized services for endowments, foundations, and non-profits. Drawing on resources from Merrill Lynch and Bank of America, he provides comprehensive support to address various aspects of clients' financial lives. Jonathon holds a Bachelor's Degree from Mount Union College and professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Findlay with his wife, Casey. Outside of work, he has interests in cooking, football, ice hockey, reading, and skiing.

Steven Backus is a financial advisor with Fisher Investments and holds Series 65 and Series 63 licenses. He has 13 years of industry experience, including 10 years at J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. He joined Fisher Investments in 2026. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates, employing a centralized investment approach with quantitative and qualitative research.

Jack Reinoehl is a financial advisor at MassMutual Investors Services with a Series 66 credential and experience in insurance brokerage. He has worked in insurance sales, focusing on life, disability, and health products, including roles at Corelife Companies and Rhino Advisory. Prior to his current advisory role, he spent several years at MassMutual Life Insurance Company and AT&T. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual planning engagements and a range of investment and educational programs.

Divam Giri is a Series 66-licensed financial advisor at J.P. Morgan Securities with six years of industry experience. He previously worked at Morgan Stanley and JPMorgan Chase Bank, N.A. before joining his current firm. 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, manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, incorporates ESG criteria, and offers broader derivatives and commodities capabilities.

Darnell Williams is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses with nine years of industry experience. His career includes prior roles at Morgan Stanley and Mass Mutual, along with multiple positions within JPMorgan Chase and J.P. Morgan Securities. 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, manager selection, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Joseph Marshall is a financial advisor with Ameriprise in Delaware, Ohio, holding Series 63 and Series 65 licenses with eight years of industry experience. Prior to joining Ameriprise, he worked at The Huntington Investment Company and The Huntington National Bank, as well as Fifth Third Securities and Fifth Third Bank. Outside of his advisory role, he co-owns Better Days Vacations LLC, a retail business focused on discounted travel arrangements. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides detailed retirement income planning and tax-aware withdrawal strategies. The service combines proprietary research and third-party data to develop client recommendations managed through a non-discretionary implementation process.

Jeffrey Korbini is a financial advisor with Wells Fargo Advisors in Dublin, Ohio, holding CFP® and ChFC® designations along with Series 63 and 66 licenses. He has 28 years of industry experience and has been with Wells Fargo Advisors Financial Network since 2009. He also maintains involvement with Ascend Advisory Group LLC and owns Korbini Financial Services LLC, through which he conducts a financial planning practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized areas such as business-owner transition and sports and entertainment planning, utilizing Wells Fargo research and tools to develop tailored client recommendations.

Abigail Starrett is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked at Stonebridge Wealth Strategies for one year. Outside of her advisory roles, she has experience working with the Columbus Zoo and Aquarium and has been self-employed for several years. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm offers access to a variety of advisory programs and third-party asset managers, focusing on aligning clients’ needs with appropriate investment models and discretionary management options.

Taylor Roberts is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, Taylor collaborates with clients to assess their current financial situations and provides information on solutions available through Merrill and Bank of America. Taylor aims to equip clients with knowledge and tools to manage their financial lives effectively. Taylor holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from The Ohio State University. Their professional approach focuses on understanding what matters to clients and their families, assisting in the development of strategies to pursue financial goals.

Roger Baughman is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Baughman holds a Series 63 designation. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methods developed by its Investment Strategy Group to support client decision-making.

Tony Pritchett is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at LPL Financial, OneAmerica Securities, and American United Life. Outside of investment advisory, he is involved with ARD Insurance Services as an independent contractor focusing on insurance product sales and client insurance needs. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and offers a range of account implementation platforms and proprietary model strategies.

Kevin Ashe is a financial advisor with Primerica Advisors in Lewis Center, OH, holding 14 years of industry experience. He has been with Primerica Advisors since 2010 and with Primerica Financial Services since 2008. In addition to his advisory role, he is involved in the sale of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Aleksandar Kocevski is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 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 through a non-discretionary advisory program.

Thomas Vorisek is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and has worked at OSAIC since 2023, following 18 years at Fsc Securities Corp and five years at Osaic FA, Inc. Outside of his advisory work, he serves as a member of the Ohio Wildlife Council, a state board involved in approving rules and regulations for wildlife management. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization tools and provides access to discretionary managed accounts, third-party managers, and alternative investments.

Thomas Bernath is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes roles at Park National Bank and community involvement with the Muskingum County Old Timers Association. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with various program structures.