Aaron Walke is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports and delivers a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ellen Morris is a financial advisor with Primerica Advisors in Columbus, OH, holding a Series 63 designation and over 20 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2005 and has been self-employed since 2003. In addition to her advisory work, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Joshua Watson is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked with Bank of America, J.P. Morgan, and Fifth Third Bank in various roles. Outside of advising, he works as an independent contractor delivering food on weekends. 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 investment strategies for individuals, high-net-worth clients, corporations, and charitable organizations.

Thomas Hemleben is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he is involved in soccer officiating, serving as a referee for the US Soccer Federation, a board member of the Northwest Columbus Soccer Officials Association, and a basketball and soccer official for the Ohio High School Athletic Association. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services backed by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Roberto Deleon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Neal Seaborn is a Series 66-licensed advisor at J.P. Morgan Securities with two years of industry experience. He has been with J.P. Morgan Securities since 2024 and has worked at JPMorgan Chase Bank, N.A. since 2007. 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 specialized regulatory registrations supporting derivatives and commodities capabilities.

Robert Poole is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Huntington Investment Company, Mass Mutual Investors Services, MSI Financial Services, New England Securities, and Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their process incorporates centralized due diligence with both quantitative and qualitative research, supporting model asset allocations that may include ESG considerations.

Matthew Cochran is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Securities in various capacities from 2015 to 2022. Outside of his advisory role, he is a 50% owner of JM UL LLC, a limited liability company that operates a bar in Powell, Ohio, where he assists with financial management, hiring, and organization. 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 a range of individuals and institutional clients.

Ethan Nelson is a Financial Consultant at Fidelity Investments, where he has worked since 2026. He has been with Fidelity Investments since 2021, previously serving as a Planning Consultant from 2021 to 2024 and as an Investment Consultant from 2024 to 2025. Prior to joining Fidelity, he was a Regional Internal Consultant for Annuities at Nationwide from 2016 to 2021. As a Certified Financial Planner® with Fidelity Investments, Ethan collaborates with individuals and families to develop and maintain tailored financial plans aimed at helping clients achieve their retirement goals. His approach focuses on creating understandable strategies suited to each client’s unique financial situation. Outside of his professional work, Ethan enjoys camping, family activities, football, golf, outdoor adventures, and spending time with pets.

Jeremy Wakeland is a financial advisor at Wells Fargo Advisors in Dublin, Ohio, holding a Series 66 designation with 12 years of experience at the firm. He has been with Wells Fargo Advisors since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools.

Bryce Long is a financial advisor at Ameriprise with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including RKCA, Investment Distributors, Protective Life Insurance Company, and Fifth Third Bank. In addition to his advisory work, he is employed part-time with JC & Co. as a tax preparer. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Margaret Mc Alister is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2012, with prior experience at PNC Bank and Bank of America. Outside of her advisory role, she serves as President of the Wolves Inc Worthington Kilbourne High School Band Boosters starting in 2025. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kevin Teeples is a financial advisor with Ameriprise in Dublin, OH, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Morgan Stanley and Cardinal Health. He is also involved in TRLT Ventures LLC outside of his advisory work. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, tax-aware advice and written recommendation reports.

Fatima Molina is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across various divisions of JPMorgan since 2015. Outside of her advisory role, she was involved with Vertical Bliss Fitness from 2015 to 2019. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process integrates systematic quantitative screens and qualitative research, supporting recommendations that may include ESG considerations.

Christin Rogalski is a financial advisor at Merrill with 11 years at the firm and three years of industry experience. She holds a Series 66 designation. Outside of Merrill, she serves in a fiduciary role as a power of attorney. 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 and profit-sharing plans, corporations, and charitable organizations.

Kevin O'Neill is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2019, following prior roles at Morgan Stanley from 2011 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager selection, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking approach to capital market assumptions and includes capabilities in derivatives and commodities.

Brett Mohler is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. He is a Certified Financial Planner® who works with individuals and families to develop and implement comprehensive wealth plans tailored to their goals. His approach includes evaluating opportunities and risks to ensure that each plan is sustainable and aligned with clients' objectives. Brett has over a decade of experience in financial services, having held various roles at Fidelity Investments and Charles Schwab. His career includes positions as Financial Consultant and Vice President, Financial Consultant, as well as Associate Financial Consultant and roles in Active Trading Services. This experience provides him with a broad understanding of wealth management and financial planning. Outside of his professional work, Brett engages in family activities and pursues interests such as football, golf, outdoor adventures, traveling, and volunteering.

Heather Arscott is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and over 22 years of industry experience. She has been with Primerica Advisors since 2003 and was previously retired from 2012 to present. Outside of advising, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating primarily on a tiered wrap-fee basis.

Charles Simonton is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Merrill since 2000 and concurrently with Bank of America, N.A. since 2009. Outside of his advisory role, he serves as an advisory board member for TART Trails, a nonprofit focused on developing and promoting trail networks in the Traverse City area. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Jacob King is a financial advisor at Raymond James & Associates based in Dublin, OH. He holds the CFP®, ChFC®, and Series 66 designations and has seven years of industry experience. Prior to joining Raymond James, he worked at Gryphon Financial Partners and Merrill. Raymond James & Associates is a large firm serving a diverse client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles and firm research to tailor client strategies.