Theresa Miller is a financial advisor with Wells Fargo Clearing in Dublin, OH, holding a Series 66 designation and 14 years of industry experience. Her career includes prior roles at Morgan Stanley and Edward Jones. She has been with Wells Fargo Clearing since 2020. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research from Wells Fargo Investment Institute alongside diversification principles and modern portfolio theory in its investment approach.

Kathrine Bishop is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and five years of industry experience. Prior to joining J.P. Morgan Securities, she worked at RBC Capital Markets and JPMorgan Chase & Co. Outside of her financial career, Bishop is a yoga instructor at LIT Life + Yoga and serves on the board of the nonprofit Columbus Fashion Initiative. She is also an independent distributor for fitness programs with Beachbody LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary, customized asset allocation advice supported by centralized due diligence and a combination of quantitative and qualitative research.

Christopher Herrel is a financial advisor at J.P. Morgan Securities with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including PNC Investments and Grove Point Investments. Outside of finance, he is a part-owner of Boos Herrel LLC, an antique auto parts business. 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 supports its advisory process with centralized due diligence and incorporates ESG considerations in its recommendations.

Matthew Groh is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill and the group in 2019 after seven years as a financial advisor at JPMorgan, bringing over 20 years of experience in financial services. As a key member of the group’s investment committee, he focuses on managing risk in clients’ portfolios and emphasizes education as a fundamental part of his advisory approach. Matthew holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, the Certified Private Wealth Advisor® (CPWA®) designation, and the Personal Investment Advisor (PIA) credential. He earned a Bachelor’s degree in Finance from Ohio University. His areas of expertise include college education planning, corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, individual and corporate investment strategy, and retirement income. Matthew lives in Delaware, Ohio. Outside of work, he spends time with his family and friends and often attends his children’s athletic events. His personal interests include baseball, basketball, boating, camping, football, and golfing.

Kylee Rogers is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities and Klaus Financial Services, LLC. Outside of finance, she has been involved with Double Eagle Golf Club. 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 advisors.

Joseph Ginocchi is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in serving the complex financial needs of high-net-worth families. Since joining Merrill in 2000, he has focused on areas such as retirement and education planning, wealth transfer, business succession strategies, liquidity management, and tax minimization. He is committed to developing goals-based financial strategies tailored to help clients achieve their desired outcomes while managing risk. Joseph holds the Certified Investment Management Analyst® (CIMA) designation from the Investments & Wealth Institute™ and the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Science degree in Engineering from Youngstown State University and an MBA from Franklin University. Joseph resides in Powell with his wife, Kathy, and their two children. In his personal time, Joseph enjoys activities such as billiards, golfing, and soccer. His approach as an advisor centers on connecting all aspects of a client’s financial life to prioritize and pursue the goals that matter most.

Kerry Truckly is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on building long-term family relationships through customized and disciplined wealth management strategies, emphasizing transparency, accessibility, education, and starting with a comprehensive plan. His approach centers on providing clear and candid financial advice to help clients meet their goals. Kerry's expertise encompasses corporate executive services, executive and equity compensation, family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, and retirement income. He has been recognized on the Forbes "Best-in-State Wealth Advisors" list in 2019 and consecutively from 2023 to 2026, as well as being part of the Forbes "Best-in-State Wealth Management Teams" from 2024 to 2026. He holds a Bachelor's degree from The Ohio State University and a High School Diploma from Heath High School. Kerry has earned the CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. He is involved in the community through organizations such as Feed The Kids and Youth for Christ. His personal interests include baseball, cooking, football, golfing, spending time with family, and traveling.

Monique Brown is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at KeyBank and its associated investment services firms before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates firm-approved tools and modeling techniques, serving clients primarily in an advisory capacity.

Sara Colton is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2013. She co-owns TRTL Ventures, LLC, and serves as Treasurer on the board of directors for The Legacy Fund, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

William Bulger is a financial advisor with Primerica Advisors in Worthington, OH. He holds a Series 63 designation and has 28 years of industry experience. Bulger has worked with PFS Investments Inc. and Primerica Financial Services since 1998 and has been affiliated with Columbus State Community College since 1990. Outside of advising, he is involved in selling loan products and home-related services through affiliate companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery investment strategies managed by third parties and operates at scale with thousands of advisors and billions in assets under management.

Michelle Allgire is a Series 63 licensed advisor with 26 years of industry experience, currently affiliated with Merrill since 2014. She is based in Columbus, Ohio. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Hetrick is a financial advisor with Wells Fargo Clearing in Dublin, OH. He holds a Series 63 designation and has 35 years of experience in the industry. His prior work includes roles at Morgan Stanley Dw Inc. and Morgan Stanley & Co. LLC, spanning from 2001 to 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Allison Basile is a Financial Consultant at Fidelity Investments, where she has been serving since 2023. She has held several roles within the company since 2014, including Investment Consultant, Planning Consultant, Relationship Manager, and Planning and Guidance Consultant. As a Certified Financial Planner®, Allison collaborates with clients to develop financial plans tailored to their unique goals. She focuses on building relationships based on trust and helping clients achieve financial peace of mind. Outside of her professional work, Allison enjoys attending concerts, following football, participating in outdoor adventures, spending time with friends, traveling, and caring for her pets.

Dustin Hostutler is a CFP® and holds a Series 66 license with 16 years of experience in the financial services industry. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

James Riepenhoff is a CFP® professional with 24 years of industry experience, currently serving at Morgan Stanley in Dublin, OH. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and The Huntington Investment Company. Outside of his advisory work, he is involved in property management through a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Matthew Hume is a financial advisor with Ameriprise in Worthington, OH, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior experience includes roles at J.P. Morgan Securities and Securities America Advisors. He also manages an advisory business outside of Ameriprise. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kenneth Barhaug is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan affiliated firms since 2002. He also serves as Senior Vice President at Chase Insurance Agency, Inc., an affiliated licensed insurance agency. 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 searches, and customized performance reporting, with client decision-making authority retained.

Rodney Carpenter is a financial advisor with OSAIC based in Worthington, Ohio, holding Series 63 and Series 65 designations and possessing 38 years of industry experience. He has been with OSAIC since 1997 and maintains a long-standing association with The New England since 1988. Outside of his advisory role, he operates R. Dale Carpenter LLC, which includes his securities and insurance businesses. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services, utilizing a model-based investment approach with tools such as risk-tolerance assessments, portfolio optimization, and third-party manager selection.

James Vandre is a financial advisor at LPL Financial with 32 years of industry experience. He held prior roles at Nylife Securities, Inc. and New York Life Insurance Company, each for 20 years, and briefly worked at Thrivent Investment Management. Outside of his advisory work, Mr. Vandre owns and operates a farm as a sole proprietorship. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and integrated financial services.

David Troutman is a financial advisor at Edward Jones in Columbus, OH, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he served in the United States Army from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network and additional affiliated services such as trust management and securities-based lending.