Evan Mertz is a Series 66 credentialed financial advisor with nine years of industry experience. He has worked at J.P. Morgan Securities since 2018 and previously held roles at JPMorgan Chase from 2016 to 2018. 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. The firm’s advisory process integrates quantitative and qualitative research and offers investment solutions with some incorporation of ESG factors.

Michael Hairston is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Ameriprise, Hairston worked at Alpha Financial Planning, Inc. and A&B Advisors. Outside of his advisory role, he is co-owner of Unbiased Media LLC, a company that produces faith-based print and digital media content. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis to support client goals.

Brian Carretta is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Merrill since 1998 and has been affiliated with Bank of America, N.A. since 2014. 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. The firm offers both model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Molly Montgomery is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for 11 years before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to clients’ risk profiles through a combination of in-house and third-party managers.

Jack Daly is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has held roles at J.P. Morgan Securities, JPMorgan Chase Bank, and the Fiore Talarico Center for Professional Selling. 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 to build model asset allocations and includes capabilities in derivatives and commodities through affiliated entities.

Bryan Lane is a financial advisor with Equitable Advisors in Powell, OH, holding a Series 66 credential and 24 years of industry experience. He has worked at Equitable Advisors since 2009 and previously held positions at Axa Advisors, Mutual Service Corporation, and American General Securities Incorporated. Lane serves as a director of the Olentangy Rotary Club and acts as a district assistant governor for Rotary International. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory platforms and third-party asset managers to tailor investment solutions for its clients.

Wesley Kemme is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His career has been focused at JP Morgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, emphasizing written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research, supporting non-discretionary decision-making by clients.

Michael Keyes is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 credentials and 19 years of industry experience. His career includes roles at J.P. Morgan Institutional Investments Inc., JPMorgan Investment Management Inc., and Chase Investment Services Corp. He is based in Columbus, Ohio. 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. The firm’s advisory process integrates systematic quantitative analysis and qualitative research, with capabilities in derivatives and commodities through its unique regulatory registrations and affiliations.

Yosafe Gola is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes multiple roles at J.P. Morgan Securities since 2018, as well as positions at Morgan Stanley and Huntington Bank. 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. The firm’s advisory process combines quantitative and qualitative research and supports a range of investment strategies, including those with ESG considerations.

Sara Neil is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2013, following positions at Chase Investment Services, Merrill, and Banc of America Investment Services. J.P. Morgan Securities provides institutional consulting 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’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and incorporates a forward-looking approach to capital markets.

Scott Chrisman is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. He holds Series 63 and Series 65 designations and has 34 years of industry experience. Prior to joining J.P. Morgan Securities in 2012, he worked at Chase Investment Services Corp. and Banc One Securities Corporation. J.P. Morgan Securities offers 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 through a non-discretionary program.

Willie Mc Reynolds is a financial advisor at Merrill with Series 66 credentials and eight years of industry experience. He has been with Merrill since 2005. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

John Ellingwood is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and United Parcel Service. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm emphasizes tailored recommendations supported by Wells Fargo research and planning tools, with planning engagements typically discrete and fees negotiated based on scope and complexity.

Michael Perez is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Ameriprise and its affiliate since 1992. Outside of his advisory work, Perez serves on the board of directors for the Buckeye Lake Yacht Club and is publishing a book on faith and finances. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

William Zerkle is a financial advisor with Cetera who holds a Series 63 designation and has 23 years of industry experience. He has been with Cetera Advisors LLC since 2013 and also has a long tenure with SL Pierce Agency dating back to 2001. Outside of his advisory work, he owns and manages College Funding Solutions of Ohio, LLC, a college funding and financial aid consulting business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple investment program options through a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Mark Adams is a Series 66-licensed financial advisor with J.P. Morgan Securities in Columbus, Ohio, where he has worked since 2012. He has 14 years of industry experience. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process that combines quantitative and qualitative research.

Christopher Riegel is a financial advisor at J.P. Morgan Securities in Columbus, OH, with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research supported by a manager solutions team and offers capabilities in derivatives and commodities through its affiliated entities.

Kristen Etling is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she serves a select group of families, executives, business owners, and non-profit organizations. She focuses on goals-based planning, customized investment management, wealth strategy implementation, and delivering high levels of dedicated service. Kristen and her team develop personalized approaches tailored to the unique objectives of each client, family, or organization. Her expertise includes executive compensation plans, concentrated stock positions, privately held family businesses, and company-sponsored retirement and incentive plans. Kristen and her team are knowledgeable about tax minimization strategies and work closely with clients' external tax and legal advisors to coordinate cohesive strategies aligned with retirement income and estate planning goals. She joined Merrill in 2011 and has worked in wealth management since 2007, previously serving in the insurance industry. Kristen holds a Bachelor's degree from Miami University and several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is a graduate of the Leadership Columbus program and supports local nonprofit organizations such as Green Columbus, Merrill Lynch Bull Run benefiting Nationwide Children's Hospital, and YWCA of Central Ohio. Her professional affiliations include Leadership Columbus and the Tri-Village Area Chamber of Commerce.

Timothy Kemper is a financial advisor with Raymond James & Associates in Dublin, OH, holding a Series 63 license and 39 years of industry experience. He has been with Raymond James since 2006. Outside of his advisory role, he owns and oversees the operation of a grain farm, Kemper Farms, and serves on the Rush Township Zoning Board. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, supported by various portfolio management styles and affiliated research.

Douglas Booth is a financial advisor with Thrivent Investment Management in Worthington, Ohio, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent Investment Management since 2017 and Thrivent Financial since 2018, with a brief period of self-employment and unemployment prior to that. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a variety of financial planning topics. The firm’s approach separates planning from managed-account services and does not include portfolio management for institutional clients.