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.

Cathy Clary is a financial advisor with Merrill, holding a Series 66 designation and 27 years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she serves as Secretary for Women of the Moose Chapter 354 and Chaplain for FOE #376 Women's Auxiliary, both nonprofit organizations in Delaware, Ohio, where she assists with meeting documentation and volunteer coordination. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Sydney Fling is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with under one year of industry experience. Prior to joining Morgan Stanley, Fling worked at Beer Barrel and has experience connected to Miami University and community center involvement. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Charles Jarrett is a Private Wealth Advisor at Merrill Private Wealth Management, where he works closely with business owners, corporate executives, and multi-generational families to address complex wealth management needs and life transitions. He is part of a 20-person Private Wealth team focusing on improving, protecting, and simplifying the financial lives of a select group of clients. His approach includes refined problem-solving skills and extensive experience helping clients pursue their personal and professional goals. Charles provides comprehensive support for business owners throughout various phases of their businesses' lifecycles, collaborating with a team of specialists to align clients' business, personal, and financial objectives. He helps increase the transferable value of businesses and prepares owners for potential transitions, whether planned or unplanned. Additionally, he works with senior executives managing concentrated or restricted stock positions, uncovering efficiencies across their balance sheets, and coordinating strategies with clients' other advisors for thorough financial planning. Charles holds a Bachelor's degree in Business Administration from Georgia State University, earned in 1981. He has attained numerous professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Private Wealth Advisor (CPWA), Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). He is active in several professional and community organizations, including the Investments & Wealth Institute, Nationwide Children's Hospital Development Board, the Board for Action for Children, and The Wellington School. His personal interests include fishing, hiking, and traveling.

Kristen Sydney is a financial advisor with OSAIC in Columbus, Ohio, holding a Series 63 designation and bringing 48 years of industry experience. She has worked at Lincoln National Life and Lincoln Financial Advisors Corporation for over 27 years before joining OSAIC. Outside of her advisory role, she serves on the board of the Harry C. Moores Foundation, where she reviews grant summaries and participates in foundation decision-making. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various tools such as asset-allocation models and risk assessments to construct portfolios, while supporting multiple advisory platforms and third-party managed account solutions.

Victor Zancudo is a financial advisor with Primerica Advisors in Grove City, OH, holding 12 years of industry experience. He has worked with PFS Investments Inc. since 2013 and with Primerica Financial Services since 2012. Outside of his advisory work, he is a self-employed musician, serving as the lead singer and guitarist for a band. 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 delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Audrey Tuckerman is a Managing Director and Private Wealth Advisor with Merrill Private Wealth Management. She works closely with high-net-worth individuals, families, and institutions, helping them think strategically about their wealth and expedite a path to their financial priorities. Audrey advises families with complex financial lives, assisting CEOs, CFOs, and other executives in managing compensation, investments, trust and estate planning, banking, lending, and philanthropy. She also advises successful female executives and affluent women navigating significant career and family transitions. With over 25 years of experience, Audrey specializes in guiding clients through complex financial transitions, including divorce, inheritance, and leadership succession. She began her career in investment banking in New York City and graduated from Tulane University. Audrey combines technical expertise with clear communication to help clients focus on their personal and professional goals. Audrey is actively involved in her community, having served as Chair of the Jewish Columbus Board of Trustees and on the boards of the Center for Family Safety and Healing, The Columbus Academy, and United Way of Central Ohio. She also supports the YWCA Family Center and contributes to nonprofit organizations through leadership and service. Audrey lives in Bexley, Ohio, and enjoys golfing, pickleball, reading, running, skiing, and yoga.

Noah Webb is a financial advisor at Fidelity with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at JPMorgan Chase, The Home Depot, and Walmart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Ryan Alge is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 credential and 13 years of industry experience. He has been associated with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. Outside of his advisory role, Alge is involved in property management through ownership and leasing operations at Arch City Properties, LLC and Arch City Properties Inc. 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 integrates ESG criteria when recommending investment strategies.

Lynn Tramontano is a CFP® professional with 19 years of experience in the financial industry. She has been with Edward Jones since 2011. Outside of her advisory work, she is a 50% partner in 1776 Patriot Properties, LLC, a real estate investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Daniel Phillips is a financial advisor with Cambridge Investment Research Advisors, holding the Series 66 designation and 12 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Outside of advising, he serves as an assistant boys and girls swim coach at Olentangy Liberty High School. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, utilizing a range of strategies from proprietary models to third-party managers.

Andrew Saggio is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for five years before joining J.P. Morgan Securities in 2016. Outside of his advisory role, he is an independent distributor for AdvoCare International, a health and wellness company. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with additional market-facing registrations and functions.

Derek Voytovich is a CFP® with 10 years of industry experience and has been with Edward Jones since 2016. He is an investor in Zaftig Brewing Co, a brewery in Columbus, Ohio, involved in updating and expanding their taproom. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of over 23,000 financial advisors.

Alexander Fox is a Series 66-credentialed financial advisor at Morgan Stanley in Columbus, Ohio, with 10 years of industry experience. He previously worked at JPMorgan Securities LLC for seven years before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market-based modeling in its financial planning process.

Abraham Szabo is a financial advisor at Merrill in Columbus, OH, holding a Series 66 designation. He has one year of experience in the industry, including roles at Bank of America and Merrill. Prior to entering financial services, Szabo held positions at Purdue University, Swensons Drive-In, Xavier University, and Andrews Osborne Academy. 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, charitable organizations, and corporate fiduciaries.

Blaine Hunkins is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Park Hudson International. J.P. Morgan Securities 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 network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Teagan Washington is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at various J.P. Morgan entities since 2015. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ian Gedminas is a CFP® with eight years of industry experience and currently an advisor at Edelman Financial Engines. He previously worked at Horter Financial Strategies and Horter Investment Management. Gedminas is based in Columbus, OH. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large participant base through both advisor-led and online platforms.

Daniel Rambo is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. He previously worked at Morgan Stanley for ten years before joining J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Qiling Ruley is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and eight years of industry experience. She has held roles at JPMorgan Chase Bank and JP Morgan Securities LLC since 2010. Outside of her advisory work, she is involved in managing residential rental properties and works as a home health care aide. 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 recommending investment strategies.