William Mc David is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held positions at Kinsale Golf and Fitness Club and the Golf Club of Dublin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Joseph Vinciguerra is a financial advisor at Morgan Stanley with 36 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, following an 11-year tenure at Bank of America and over three decades at Merrill. Outside of his advisory role, he is the sole proprietor of an agricultural property management business in Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and proprietary planning tools.

Jason Moreo is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 credentials and seven years of industry experience. He has been with J.P. Morgan Securities since 2019 and previously worked at JP Morgan Chase Bank NA. Prior to entering the financial industry, he spent six years with Safelite Group Inc. J.P. Morgan Securities 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 through its Institutional Consulting Services program.

Gregory Brooks is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to that, he was with Professional Broker-Dealer Financial Planning, Inc. from 2016 to 2020. Brooks has also been involved with the Ohio High School Athletic Association and the United States Soccer Foundation for over a decade. 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 in its investment recommendations.

Ryan Belcher is a Series 66-licensed financial advisor at Morgan Stanley with eight years of industry experience. He previously worked at JPMorgan Securities, LLC, and JPMorgan Chase & Co. 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 through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Jeffrey Logan is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding a Series 63 designation and 38 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he serves as a color analyst for college and high school football broadcasts and holds board positions with several nonprofit organizations, including the Skylight Foundation, the Columbus Chapter of the National Football Foundation and College Hall of Fame, and the Logan Family Foundation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers collaborative financial planning through detailed client analysis and firm-approved tools, offering recommendations without investment discretion, and supports various specialized planning programs.

Cuong Le Huynh is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His background includes roles at Bank of America, Fidelity Investments, and JPMorgan Chase Bank. Outside of finance, he works part-time as a nail technician at French Nails salon. 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 recommendations.

Mark Aldridge is a financial advisor with Raymond James Financial in Dublin, Ohio, holding CFP®, CFA®, ChFC®, and Series 63 designations and 41 years of industry experience. He has been with Raymond James since 2005 and also owns Aldridge Financial Consultants, LLC. Additionally, he is the proprietor of Ridgebourne DGA LLC, which is involved in land rental activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and various organizations. The firm employs tailored, non-discretionary planning and risk profiling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

William Garner is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 17 years of industry experience. He has worked at Ameriprise since 2016, currently based in Westerville, Ohio. Outside of his advisory role, he serves as Committee Chair for a local Cub Scouts pack. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendations and annual planning advice focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Jessica Sease is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan since 2015. Outside of her advisory role, she serves as President of the Starview Condominium Association in Columbus, Ohio, a position she has held since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis through a select group of Wealth Advisors.

Melissa Snyder is a financial advisor at Morgan Stanley in Columbus, Ohio, holding a Series 66 designation with eight years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs using structured discovery processes and advanced modeling tools.

James Johnson is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in several business ventures, including serving as president and owner of JaDaley LLC and JaBeaux. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Cynthia Elmore is a Senior Financial Advisor with The Cenname Team at Merrill Lynch Wealth Management. She has been providing support and advisory services to the team's corporate 401(k) and executive equity compensation plans since 2000. Cynthia assists individuals, families, and corporations by offering guidance to navigate the complexities of managing wealth and capitalizing on available resources. She serves as a key client contact and coordinates strategies incorporating insights from team members and specialists across the enterprise. With over 25 years of experience, Cynthia specializes in advising executives who have accumulated wealth through equity compensation plans. Her work encompasses wealth strategy, benefits analysis, investment management, cash-flow analysis, budgeting, liability management, retirement planning, higher education savings, and charitable giving. She is knowledgeable in diversification strategies and relevant legal requirements such as Form 144, Form 4 filings, and Rule 10b5-1 transactions. Additionally, Cynthia manages relationships with corporate employee benefits clients, facilitating the development and implementation of equity compensation plans, 401(k) plans, and profit-sharing plans. Prior to joining The Cenname Team, Cynthia served as the Director of Operations at The Huntington Investment Company, where she led multiple functional areas and participated on the Investment Product Committee and Management Team. She began her financial services career in 1991 after earning a Bachelor of Science degree in Finance from Miami University in Ohio. Cynthia holds several professional designations including Chartered Retirement Planning Counselor™, Certified 401(k) Professional, and Certified Plan Fiduciary Advisor®. Outside of work, she volunteers with organizations promoting sailing education for children. Cynthia resides in Columbus with her husband and two children and enjoys activities such as golfing and sailing with her family.

Jeremy Hoepf is a financial advisor at Equitable Advisors in Columbus, OH, with 19 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2006, including its predecessor Axa Advisors, LLC. Outside of his advisory role, he is involved in the sale of group short-term disability insurance through an outside carrier. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored financial solutions.

Andrew Simms is a financial advisor with LPL Financial in Worthington, OH, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has eight years of industry experience, including roles at Nationwide Investment Services Corp and Cadaret, Grant & Co., Inc. Outside of his advisory work, he is involved with AccelWell and CentricHC, non-investment related businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various financial planning and advisory programs, utilizing model portfolios and research from internal and third-party sources, and provides both discretionary and non-discretionary management options.

Anthony Di Novo is a financial advisor with Merrill in Columbus, OH, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of America, Guild Associates, and Guild Biosciences. He also has a background in education, having worked at the University of Dayton, Bishop Watterson High School, and St. Brendan Elementary. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Anderson serves as Resident Director and Wealth Management Advisor at Merrill. He began his financial advisory career with Wells Fargo in 1999 and joined Merrill in 2005. Brian’s approach focuses on helping clients explore their most important goals while managing risk across their financial lives through frequent conversations and personalized recommendations. As a Senior Portfolio Advisor, he provides traditional advice and builds custom investment strategies, utilizing Merrill model portfolios and third-party investment strategies, sometimes managing these on a discretionary basis within the firm's Investment Advisory Program. Brian holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., along with credentials as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He attended Denison University and earned a Bachelor’s degree from The Ohio State University. Outside of his professional work, Brian is involved in community activities, including volunteering with Habitat for Humanity and supporting UAYB Lacrosse. He resides in Upper Arlington with his wife and two children. His personal interests include adventure sports such as biking, camping, fishing, golfing, rock climbing, running marathons, scuba diving, and skiing.

Todd Hall Jr. is an investment advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Guardian Life, J.P. Morgan Securities LLC, JPMorgan Chase Bank, and involvement in the hospitality sector. He also operated Level One Bar & Arcade for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Devon Dobres is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Devon held positions at ACRES Capital and Foundation Title and has also worked in various roles at The Ohio State University. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Luke Cotter is a financial advisor at Morgan Stanley in Dublin, Ohio, holding a Series 66 designation with one year of industry experience. His prior experience includes roles in catering and hospitality, as well as positions at Ohio State University and Miami University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client engagements and Corporate Financial Planning agreements.