Gavin Mc Coy is a financial advisor with Equitable Advisors in Columbus, OH, holding a Series 66 designation. He has been with Equitable Advisors since 2026 and has no prior industry experience. His background includes roles at The Container Store, Just In Time Staffing, and GNC. Equitable Advisors serves individual and institutional clients, including pension plans and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm delivers services through Investment Adviser Representatives and third-party managers, focusing on personalized risk assessment and matching clients to suitable investment models.

Paul Stickley is a financial advisor at Morgan Stanley in Dublin, Ohio, holding Series 63 and Series 66 licenses with 21 years of industry experience. His work history includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and key Investment Services LLC. He also served in the Ohio Army National Guard from 2011 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside committee-based investment modeling.

James Prisby is a CFP® professional with 34 years of industry experience, currently with Wells Fargo Clearing in Dublin, Ohio. His prior roles include positions at several Morgan Stanley entities spanning from 1999 to 2019. He serves on the compensated Board of Trustees for the Bedacht Foundation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics.

Jason Goldsmith is a CFP® professional with 11 years of industry experience. He is currently with Ameriprise in Dublin, OH, where he has worked since 2026. His prior experience includes roles at The Huntington Investment Company, Wells Fargo Advisors, Union Bank, LPL Financial, and an earlier stint at Ameriprise. 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 dependable income sources and tax-aware withdrawal strategies.

Michael Steward is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various J.P. Morgan affiliates since 2016. Prior to his financial services career, he was involved with Life Family Church for 12 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screens and qualitative research in its advisory process and offers broader derivatives and commodities capabilities than many similar institutional programs.

Christine Hulme is a CFP® with 28 years of experience in the financial industry. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014, and previously held positions with Chase Investment Services Corp. and Banc One Securities Corporation. Hulme served as an owner of Hulme Family Creamery LLC and is a member of the Investment Committee for the Miami County Foundation, a nonprofit organization focused on charitable grantmaking. 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 is supported by centralized due diligence combining quantitative and qualitative research to build model asset allocations.

Donald Rice II is a financial advisor with Equitable Advisors in Worthington, Ohio, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked with AXA Advisors, LLC, and has been with Equitable Advisors since 2015. Outside of his advisory role, he is an owner and member of Breckenridge Homes LLC, a business involved in home sales in Sparta, Tennessee. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models often implemented by third-party sponsors and provides ERISA fiduciary services to qualified plans.

Norman Speight is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he is a general partner involved in managing Chalk Horse Farm LLC, which specializes in horse stall rental and timber farming. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Strand is a financial advisor with Merrill in Columbus, Ohio, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Merrill and Bank of America N.A. since 2012. Outside of his advisory role, he is the owner of DLZ Aviation, LLC, a holding company for his airplane. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Noble is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously spent eight years at The Huntington Investment Company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Edith Kase is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. Her career includes roles at Morgan Stanley Wealth Management, Wells Fargo Clearing, and Planmember Securities Corporation. She is also employed by JPMorgan Bank, where she offers certain bank products and services. 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 advisory process is supported by centralized due diligence and incorporates systematic quantitative screens and qualitative research.

Michael Zid is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Don Parkhill is a financial advisor with LPL Financial in Columbus, OH, holding a Series 63 designation and having 28 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Jacobs Vanaman Agency, Inc. He is also a licensed notary in Columbus. 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 advisory and brokerage services, including financial planning and access to various investment strategies, supported by extensive resources and technology.

Dominic Elmo is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. He has previously worked at Royal Alliance Associates, Inc. and Lifetime Financial Growth. Outside of his advisory role, he also coaches lacrosse in Columbus, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, including model portfolios and third-party subadvisors, supported by technology tools for operational and research purposes.

Molly Smith is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds the Series 66 designation and has worked previously at Bluestone Wealth Partners, LPL Financial, LLC, JPMorgan Chase & Co., and Granville Investment Group. 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 services utilizing proprietary research and tools, delivering tailored recommendations through discrete planning engagements.

Kelly Clouse is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 designations and two years of industry experience. Prior to joining J.P. Morgan Securities in 2025, Clouse has worked at JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

April Aschemeier is a financial advisor with Wells Fargo Clearing in Dublin, Ohio, holding a Series 63 designation and bringing 22 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors. The firm blends research-driven investment approaches with a broad range of brokerage and advisory solutions.

Ellen Pogos is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been advising individuals and families since 1983, focusing on providing professional guidance in managing finances, savings, and investments with an emphasis on long-term planning. Ellen's areas of expertise include college education planning, family wealth management strategies, liquidity management, retirement income, philanthropic planning, tax minimization, and portfolio management services. She holds the designation of Personal Investment Advisor (PIA). Ellen earned both her Bachelor's and Master's degrees from Ohio State University. Born in Russia, Ellen and her family emigrated to the United States in 1962, settling primarily in Columbus, Ohio. Outside of her professional career, she enjoys music, photography, reading, and spending time with her family.

David Winters is a financial advisor at J.P. Morgan Securities based in Columbus, OH, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Anchorage Digital Bank and JPMorgan Chase Bank, N.A. He currently serves institutional clients through J.P. Morgan Securities' advisory program. J.P. Morgan Securities provides institutional consulting services focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The program combines quantitative and qualitative research with an ESG eligibility framework and leverages the broader resources of J.P. Morgan affiliates.

Laith Khalaf is a financial advisor with Wells Fargo Clearing in Dublin, OH, holding CFP® and ChFC® designations and over 25 years of industry experience. He previously worked at UBS Financial Services Inc. for ten years before joining Wells Fargo in 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.