Touby Bender is a Financial Advisor with the Cenname Team at Merrill Lynch Wealth Management. He works closely with individuals, families, and corporate executives to provide clarity and confidence in their financial decisions. Touby specializes in areas such as investment strategy, portfolio management, retirement income planning, tax-efficient wealth strategies, equity compensation planning, and estate and legacy planning. He is a CERTIFIED FINANCIAL PLANNER (CFP) professional who takes a planning-first approach to coordinate all aspects of clients' financial lives. Touby joined Merrill in 2013 and holds a Bachelor's Degree in Business Administration with an emphasis in Finance and Economics from Wittenberg University. He also holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Over the years, Touby has gained extensive experience working with executives managing stock-based compensation, helping them navigate complex equity awards, manage concentration risk, and integrate these assets into broader financial plans. Originally from Ohio, Touby lived in the Washington, DC area for five years before returning to central Ohio to be closer to family and continue his career with Merrill and the Cenname Team. He is involved with the Mid-Ohio Foodbank and in his free time enjoys spending time with his family, supporting Ohio State athletics, playing golf and basketball, and following college and professional sports.

Darrin Iverson is a financial advisor with Primerica Advisors in Worthington, OH, holding 11 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2014 and concurrently works at BST Freight. Iverson is the sole owner of One Iverson LLC, providing consulting and training services in leadership and team efficiency for small companies in distribution and logistics management. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure.

Christopher Pascucci is a financial advisor with Primerica Advisors in Dublin, OH, holding Series 63 and Series 65 designations and bringing eight years of industry experience. His work history includes roles at PFS Investments Inc., Fusion Alliance, Cass Information Systems, and Aquarium Adventure. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies and custody support through established financial institutions.

Amanda Roberts is a financial advisor with Primerica Advisors in Dublin, OH, holding nine years of industry experience. She has been associated with PFS Investments Inc. since 2011 and Primerica Financial Services since 1998. Outside of advisory work, she is involved in sales of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Joie Hanley is a Series 66-credentialed financial advisor with Ameriprise in Dublin, OH, and has 17 years of industry experience. She has been with Ameriprise and its related entities since 2015. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service. The firm employs a centralized team for retirement income recommendations and operates within an investment universe influenced by its affiliated product ecosystem.

Chase Gorman is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions within J.P. Morgan Private Bank, J.P. Morgan Asset Management, and JPMorgan Chase Bank, N.A. He has also worked at several other firms and organizations including Amazon.com and The Ohio State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research to build model asset allocations and incorporates a range of investment strategies including ESG frameworks.

Cory Spencer is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America and Morgan Stanley. Merrill, together 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Thomas is a Series 66 licensed financial advisor with 13 years of industry experience. He has worked at J.P. Morgan Securities in various capacities since 2016 and concurrently with JPMorgan Chase Bank, N.A. since 2018. 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 within a non-discretionary advisory program.

Robert Hanson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has worked 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. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a wide range of financial products.

Matthew Scanlon is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. He has been with J.P. Morgan Securities since 2017 and previously worked at FSC Securities Corp. and Cherrington Brotsky Conscious Capital. 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 through a non-discretionary program. The firm combines quantitative and qualitative research to offer model asset allocations and incorporates broader derivatives and commodities capabilities through its regulatory registrations and affiliations.

Marius Svirinavicius is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His work history includes roles at J.P. Morgan Securities since 2017 and Morgan Stanley from 2013 to 2017. Outside of finance, he is employed as a customer service agent at American Airlines. 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 combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation support from affiliated investment-management entities.

Dionne Tucker is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and 25 years of industry experience. Her career includes positions at JP Morgan Chase Bank and Wells Fargo Clearing. Outside of finance, she operates a bakery called Dz Delights, where she bakes cakes. 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 research, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and includes capabilities in derivatives and commodities.

Suzanne Sweeney is a financial advisor at Ameriprise with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, The Huntington Investment Company, JPMorgan Securities LLC, FSC Securities Corp, and Vorisek Financial. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a 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.

Paula Tarpey is a financial advisor at Osaic with 25 years of industry experience. She holds a Series 63 designation and has worked at Lincoln National Life and Lincoln Financial Advisors since 2001. Outside of her advisory role, she is an author who co-wrote a chapter on planning for unique families in the book *Master Your Financial Success* and serves on the board of a nonprofit focused on educational training and resources for schools. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. Its investment approach is model-based, emphasizing asset allocation, portfolio optimization, and risk management, supported by a large and complex affiliate network.

Connor Nowe is a financial advisor at LPL Financial with one year of industry experience. He previously worked at Ameriprise for five years and has held roles at Target, Giant Eagle, and Tree of Life Christian High School. He is a Series 66 credential holder and operates a business called Trading4theFun outside of his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of advisory strategies and operational tools.

Richard Detillio Jr. is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services, Cetera Advisor Networks, and Vantage Financial Group. Outside of his advisory role, he is CEO and independent insurance agent of Wealth Management Solutions, LLC, a firm specializing in fixed insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, employing model-based asset allocation and portfolio optimization supported by various investment strategies and risk management tools.

Desmond Aryee is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Jpmorgan Securities LLC and Fidelity Brokerage Services LLC. Outside of finance, he is the owner of DESYLS LLC, a self-servicing laundromat. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based analyses and various specialized planning topics. The firm offers these services either on a one-time or ongoing basis without discretionary trading authority.

Lynnette Worstell is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and six years of industry experience. Her career includes roles at Wells Fargo Advisors, J.P. Morgan Securities, Morgan Stanley, JPMorgan Chase, the Union County Clerk of Courts, and Chase. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Steven Elsea is a financial advisor with LPL Financial based in Columbus, Ohio, holding a Series 63 designation and bringing 31 years of industry experience. His prior roles include positions at Avantax Insurance Agency, Bodine Perry, and Avantax Advisory Services, among others. 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 range of financial planning and investment management solutions, combining advisory services with a broad set of non-advisory financial activities.

John Crow is a financial advisor with LPL Financial in Worthington, Ohio, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 26 years of industry experience, having previously worked at firms including Cadaret, Grant & Co., Inc., Securities America Advisors, and Invest Financial Corporation. Outside of his advisory role, he is involved as a business owner in several ventures, including TelAssurance, LLC and AccelWell, as well as managing Crow Farms LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing both discretionary and non-discretionary strategies supported by research and technology tools.