Monica Buckhout is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at notable firms including Morgan Stanley Private Bank and Bank of America. 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.

Darlene Shaw is a financial advisor at LPL Financial with 35 years of industry experience. She holds a Series 63 designation and previously worked at Independent Financial Partners, IFP Securities LLC, and Stratos Wealth Partners, LTD. Outside of her advisory role, she is also a notary in Hilliard, Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Sherry Tilson is a financial advisor at Ameriprise with 19 years of industry experience and holds a Series 66 designation. She previously worked at Worthington Wealth Management and Benjamin F Edwards & Co. Tilson is also involved in healthcare research through her outside employment with Life X Research Corp, where she contributes to health-related questionnaires. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Katherine Amburgey is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Diamond Hill and JPMorgan Asset Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Howard Rudolph is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and Harrisdirect LLC. He serves as a board member and volunteer coordinator for the Easton Youth Hockey Association, a nonprofit organization. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Philip Hemphill Jr. is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 14 years before joining Ameriprise in 2020. Outside of his advisory role, Hemphill is president and CEO of P. Randolph Financial Group, which provides investment management and practice management services, and he is involved in publishing and creating educational YouTube videos on life skills. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Adam Pusateri is a CFP® credentialed financial advisor with 23 years of industry experience. He has been with LPL Financial since 2021, following a 19-year tenure at Lincoln Financial Advisors and Lincoln National IIFE. Based in Columbus, OH, his practice operates under Bluestone Wealth Partners, a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Chengcheng Huang is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank and Cross Thread Solutions LLC. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Ryan Ristofski is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, serving previously as a Workplace Planning Consultant from 2022 to 2025 and as a Relationship Manager from 2025 to 2026. Ryan focuses on financial planning and works closely with clients to develop goal-focused plans that evolve over time. He emphasizes building lasting relationships with clients and their families based on trust and collaboration. Ryan's professional experience at Fidelity Investments encompasses various aspects of financial planning and client relationship management. Outside of his professional life, he enjoys activities such as beach outings, biking, golf, playing instruments, spending time at the lake, and running.

Heather Powell is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017, following five years at TrueCore Federal Credit Union. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and methodologies such as Monte Carlo simulations in its financial planning process.

Donald Morris is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 42 years of industry experience. His prior work includes roles at Columbus Divorce Advisors and A Better Divorce Solution, where he has been involved since 2018. Morris is also a Certified Divorce Financial Analyst and an industry arbitrator for FINRA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management through a large advisor network.

Mary Mckenna is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and 10 years of industry experience. She has worked at Primerica Advisors and Primerica Financial Services since 2015 and was previously employed at Safelite from 2017 to 2024. Outside of her advisory role, she is involved in internet sales. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and select discretionary separately managed account options primarily to individual and high-net-worth clients. The firm utilizes third-party asset managers and maintains an operational model focused on tiered wrap fees and ongoing portfolio oversight.

Nicholaus Warner is a Financial Advisor with Merrill Lynch Wealth Management. He partners with individuals, families, and business owners to provide comprehensive financial planning and wealth management services. His practice focuses on helping clients make confident financial decisions while building the future they envision. Nicholaus works with clients on various areas including college education planning, executive compensation, equity compensation services, legacy planning, liquidity management, personal retirement planning, tax minimization, and retirement income. He also collaborates closely with business owners to design and oversee retirement plans that support employee attraction, retention, and rewards. Nicholaus holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from the University of New Mexico. Outside of work, he enjoys adventure sports such as mountain biking, running, and hiking, and values spending time with his wife and three children in Columbus, Ohio.

Michael Hackett is a financial advisor at OSAIC with 39 years of industry experience. He holds the Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 32 years. He is the owner of Hackett Wealth Management, LLC. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pensions, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers.

Chance Taylor is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Prior to his current position, he has work experience with James Capital Alliance Inc. and involvement with The Ohio State University and The University of Tennessee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its financial planning process.

Bernard Bennett is a financial advisor with Primerica Advisors in Dublin, OH, holding a Series 63 designation and eight years of industry experience. His career includes roles at PFS Investments Inc., Primevision Financial Group, and Primerica Financial Services. Outside of finance, he is the owner of 26 Three Coffeehouse in Columbiana, OH. Primerica Advisors is a large institution serving primarily individual investors, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-driven investment strategies supported by third-party asset managers and custodians.

Meyer Diamond is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked for Wells Fargo/Northpointe Wealth Management and has experience outside finance working at pizza establishments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Steven Rockwell is a financial advisor with LPL Financial in Westerville, OH, holding the ChFC® designation and Series 66 license. He has 22 years of industry experience, including nine years at Edward Jones and four years at LPL Financial. He is also CEO of a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Matthew Moore is a financial advisor with LPL Enterprise, holding a Series 63 designation and bringing 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Mwa Financial Services, Inc., and Modern Woodmen of America. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional investors, offering financial planning, advisory services, and access to multiple investment programs. The firm’s platform integrates adviser programs with brokerage and insurance products and leverages third-party portfolio strategists and discretionary implementation options.

Douglas Dailey is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities LLC and JPMorgan Chase Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with various financial product sales and referral channels.