Stephanie Saghy is a Wealth Management Advisor with Merrill Lynch Wealth Management in Columbus, Ohio. She has over 15 years of industry experience serving a diverse client base across the country, including young professionals, accumulating wealth and planning their financial futures, as well as ultra-high-net-worth families focused on asset protection and legacy planning. Stephanie works closely with business owners, assisting with succession planning, exit strategies, and structuring ownership interests to meet legacy objectives. Stephanie holds the Certified Financial Planner® professional designation, as well as the Chartered Financial Analyst® and Certified Exit Planning Advisor (CEPA) credentials. She earned a Bachelor of Science degree in Business Administration with concentrations in Finance and Management from Ohio Northern University. She currently serves on the advisory board for the Dicke College of Business at her alma mater. Residing in Delaware, Ohio, Stephanie and her husband are raising their two children. Outside of her professional work, she enjoys cooking and traveling, and she participates in community volunteer activities in line with Merrill's tradition of community involvement.

Kyle Radeloff is a financial advisor with Ameriprise based in Dublin, Ohio. He holds 19 years of industry experience, having worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Outside of his advisory role, he is involved with TRLT Ventures LLC. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering personalized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Philip Haigis II is a financial advisor with Raymond James & Associates in Dublin, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at J.P. Morgan Securities and Banc One Securities Corp, spanning over two decades in the financial sector. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Richard Pierce is a Series 63-licensed financial advisor with Ameriprise in Dublin, Ohio, and has 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns two LLCs related to managing personal business expenses and office leasing. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Lindsey Michaelides is a Series 66-credentialed financial advisor with 23 years of industry experience. She is currently with Wells Fargo Clearing, having joined in 2024 following six years at PNC Investments and two years at JPMorgan Securities LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Thomas Ellison is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63, 65, and 66 licenses with 21 years of industry experience. His career includes multiple tenures at J.P. Morgan Securities and experience with Group Management Services Inc and PDS Planning, Inc. 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. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations that incorporate ESG criteria.

Eric Curtis is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 10 years of industry experience. He has been with J.P. Morgan Securities LLC since 2016. 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. Their advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Andrew Spears II is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 credentials with 25 years of industry experience. He has been with J.P. Morgan Securities since 2012, following three years at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a framework that may include ESG considerations.

Ellen Myers is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked at Bank of America and Merrill since 2014 and was previously with Eagle Strategies (NY Life) from 2008 to 2014. Outside of her advisory role, Ellen is an author of faith-based devotionals published on Amazon and coordinates women's ministries at Walnut Grove Methodist Church and within the Allegheny West Global Methodist Church conference. 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 a range of model-based and discretionary investment strategies tailored for individuals, institutions, and charitable organizations.

Charles Valentino is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 credential and ten years of industry experience. He has been with J.P. Morgan Securities since 2016. Outside of finance, Valentino is a solo vocalist involved in musical performance. 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. The firm combines quantitative and qualitative research in its advisory process and integrates ESG considerations where applicable.

Danielle Ball is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000 and joined Bank of America, N.A. in 2022. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Abby Nolan is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has over fifteen years of experience advising high net worth clients and their families, focusing on comprehensive wealth management strategies encompassing investments, banking, and wealth planning. Abby holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Abby began her career in wealth management in 2010 with Northern Trust in Chicago. She later returned to Columbus, Ohio, her hometown, where she worked with J.P. Morgan Private Bank and then spent over six years as a wealth management advisor at Fifth Third Private Bank before joining Merrill Lynch. She graduated summa cum laude from Miami University with a Bachelor of Science in Finance. Abby is involved with the Miami University Alumni Association, having served as President of the Columbus chapter alumni board and currently serves as a regional ambassador for the Miami Initiative for Advancing, Mentoring, and Investing in Women (M.I.A.M.I. WOMEN).

Stephen Berardi is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise since 2009. Outside of his advisory role, he is associated with Balanced Family Academy, a daycare business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides tailored retirement planning and income strategies using proprietary research and algorithmic tools.

Russell Fish is a financial advisor with Ameriprise in Delaware, Ohio, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Fish Property Management, LLC, a company that rents office space and equipment. Ameriprise offers a retirement-income planning service targeted at individuals with significant assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Julia Owens is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL in 2026, she worked with Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her advisory role, she volunteers as a wedding coordinator at her church and owns a small business that breeds rabbits for pets, 4-H projects, and meat. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by technology and a broad platform including financial planning, third-party asset management, and institutional programs.

Jason Prehm is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at Morgan Stanley and Edward Jones prior to joining J.P. Morgan Securities in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Kevin Cox is a financial advisor with Merrill based in Columbus, OH, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Merrill since 1988 and has been associated with Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs both model-based and discretionary investment strategies constructed by internal and third-party teams and provides account administration and custody support.

Evan Williams is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Securities and Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Melissa Powelson is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with the firm for over 16 years, focusing on providing tailored financial strategies to a diverse client base including executives, business owners, entrepreneurs, and individuals. Melissa leads the team wealth management process, oversees new business development, and coordinates client services. Her expertise encompasses executive compensation, family wealth management strategies, legacy planning, retirement income planning, and socially responsible investing, among other areas. Melissa holds several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned both her bachelor's and master's degrees from Ohio Dominican University. Melissa is actively involved in the New Albany Women's Network. She resides in New Albany with her husband and son. In her personal time, she enjoys running, soccer, tennis, traveling, and practicing yoga.

Angela Contini is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1998 and Bank of America, N.A. since 2011. 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 plans, corporations, and charitable organizations.