Kevin O’hare is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various educational roles, including positions at Greene County Education Service Center and Beavercreek City Schools, as well as with the University of Oregon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Marcia Herr is a Series 66-licensed financial advisor with Edward Jones in Columbus, OH. She has a total of 15 years of experience with Edward Jones, spanning from 2011 to the present. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including wrap fee programs and separately managed accounts, supported by a large network of financial advisors and branch offices nationwide.

Steven Wallis is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with JPMorgan Chase Bank, NA and J.P. Morgan Securities since 2011. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Daniel Sheets is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2017, with prior experience at Morgan Stanley and its services group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Elijah Collier is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 66 and Series 63 credentials with one year of industry experience. His work history includes roles at J.P. Morgan Securities since 2022 and JPMorgan Chase Bank since 2020, as well as experience at Kroger from 2016 to 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend approved funds and strategies on a non-discretionary basis.

Julie Wilsey is a Series 66-licensed financial advisor with Merrill based in Columbus, Ohio. She has 14 years of industry experience, including roles at Bank of America since 2017 and Merrill since 2007. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm is integrated into Bank of America’s corporate platform, enabling access to a broad array of products and services.

Clarissa Locke is a Series 66 licensed advisor with J.P. Morgan Securities in Columbus, OH, where she has worked for 10 years since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Thomas Cox is a Financial Consultant at Fidelity Investments. He collaborates with clients to develop strategies aligned with their unique financial goals. Thomas has been with Fidelity for over 15 years, contributing in various roles including Investment Consultant, Workplace Planning Consultant, High Net Worth Associate, and Financial Service Representative. He holds a Certified Financial Planning certificate, a Master of Business Administration from the University of Cincinnati, and Life and Health Insurance licenses. Thomas combines his extensive experience and credentials to provide comprehensive financial consulting services. Outside of his professional role, Thomas is a father of two and has been married for eight years. His personal interests include fitness, football, hiking, parenthood, running, and soccer.

Brian Austria is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 credential and ten years of experience. He has been with Ameriprise and its affiliated entities since 2016. Outside of his advisory role, he is involved in managing his Ameriprise business through owned LLCs that serve as the operating structure for his practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Douglas Young is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Primerica since 1992 and previously served in the Village of Hartford from 2013 to 2017. Outside of his advisory role, he works as an independent contractor for 3M Cogent, Inc. and receives compensation for part-time referrals related to home security and automation products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure while overseeing portfolio implementation through BNY Mellon Advisors.

Thomas Morris is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has been with JPMorgan Securities LLC since 2014 and holds Series 63 and Series 66 licenses. 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 searches, and customized performance reporting, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Carla Roberson is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with four years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning arrangements.

Elmer Garcia II is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked within the J.P. Morgan organization since 2016, including roles at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when assembling investable universes and recommending strategies.

Antoinette Bliss is a Series 66 licensed financial advisor at Morgan Stanley in Columbus, Ohio, with 15 years at the firm and four years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Thomas Yenichek is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to his current role, he worked at JPMorgan Chase Bank, N.A. He has also been involved with the Columbus Literacy Council. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Steven Shadeed is a CFP®-certified financial advisor with 23 years of industry experience, currently practicing at Raymond James Financial in Columbus, OH. He previously worked at Brienza Financial Services from 2013 to 2018. Outside of his advisory role, he owns Shadeed Wealth Strategies, a support company. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations.

David Smith is a financial advisor at Merrill in Columbus, OH, holding a Series 66 designation with four years of industry experience. His prior work history includes positions at Morgan Stanley, Instacart, Uber, Lyft, UnitedHealthcare, and Management and Network Services. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Terry Rumker is a CFP® professional with 13 years of industry experience, currently serving at LPL Financial since 2019. He previously worked at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation. In addition to his advisory work, he has been teaching at Ashland University since 1989. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology-driven tools across discretionary and non-discretionary management approaches.

Stephen Rogers is a CFP® with 24 years of industry experience, currently serving at LPL Financial in Columbus, OH. His career includes multiple tenures at LPL Financial as well as roles at Voya Financial Advisors, Heartland Bank, and JCC Insurance Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and a range of portfolio strategies.

Jonathan Kokinchak is a Series 66 licensed advisor at J.P. Morgan Securities with five years of industry experience. He has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bluestone Wealth Partners, and held positions at The Ohio State University and Nike Inc. prior to his current role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.