Daniel Mickley is a financial advisor with LPL Financial in Powell, Ohio, holding a Series 66 credential and possessing 21 years of industry experience. His prior roles include positions at Janney Montgomery Scott LLC, J.P. Morgan Securities, and Chase Investment Services Corp. He has been with LPL Financial since 2023. 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 advisory and brokerage services, including financial planning and access to various portfolio management strategies, supported by extensive technology tools and a broad network of more than 22,000 advisors.

Michael Teller is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including UBS Financial Services, JPMorgan Securities LLC, and Chase Investment Services Corp. He is an independent contractor for FINRA and has requested approval to serve as a FINRA arbitrator. Raymond James & Associates 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, institutions, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Douglas Krantz is a financial advisor with J.P. Morgan Securities in Dublin, OH, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and At&T. From 2014 to 2019, he was involved with the Northeast Storm Hockey Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Cary Allion is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and nine years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2016 and has been affiliated with RE/MAX Achievers since 2007. Outside of advising, he owns Sports Official/Cary W. Allion and Wynne Enterprises, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and employs BNY Mellon Advisors for model implementation, offering a tiered wrap-fee structure rather than fixed fees.

Edward Sommer III is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 12 years of industry experience. His prior experience includes roles at Cadaret, Grant & Co., Inc., Securities America Advisors, Securities America, Inc., and INVEST Financial Corp. Outside of his advisory work, he is involved in various business ventures including ownership of TelAssurance, LLC and AccelWell. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.

Wayne Niles is a financial advisor with Cetera, holding a Series 63 designation and bringing 37 years of industry experience. His prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance Company, Metlife Securities Inc., and New England Securities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large nationwide network of independent advisors and operates a multi-manager platform with diverse investment program options.

Jennifer Petrovic is a financial advisor with J.P. Morgan Securities based in Columbus, Ohio. She holds a Series 66 designation and has nine years of industry experience. Her prior roles include positions at Merrill and Olive Ai. 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’s advisory process integrates quantitative and qualitative due diligence, with an emphasis on Eligible Strategies and an ESG eligibility framework.

Brittany Wagner is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at National Christian Foundation - Ohio and Smallcakes Cupcakery, as well as an eight-year tenure at River Radio Ministries. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Andrew Wages is a Wealth Management Advisor with Merrill Lynch Wealth Management and a Senior Vice President within the Private Wealth Management team of The CWMG Group. Based in San Francisco and Columbus, he works alongside a team of eight, focusing on serving corporate executives, entrepreneurs, and early-stage investors primarily in the technology and life sciences industries. Andrew’s approach centers on building deep relationships with clients to address complex wealth management needs through individualized planning and disciplined portfolio construction. With over 23 years of industry experience, Andrew specializes in creating comprehensive wealth management plans that include asset allocation, portfolio management, managing concentrated and restricted stock positions, balance sheet efficiencies, and wealth structuring. He also plays a key role in the operational management of The CWMG Group, applying his expertise in technical product development to enhance the efficiency and consistency of private wealth management services. Andrew began his career in technical product development at Schwab and Schwab Institutional before transitioning to financial advisory roles at Merrill Lynch and Morgan Stanley. He served in the United States Marine Corps Reserve from 1992 to 1998. Andrew holds a B.A. in International Business from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Certified Plan Fiduciary Advisor® (CPFA®). Outside of work, he enjoys spending time with his wife, two teenage daughters, and their family pets.

Austin Bollinger is a financial advisor at Morgan Stanley in Dublin, OH, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Gardner Inc. Bollinger also worked at Wedgewood Golf and Country Club for four years prior to his financial services career. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools without individual security recommendations in standalone plans.

Tanya Cole is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, including prior roles at Chase Investment Services Corp. and JPMorgan Chase Bank, N.A. 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’s advisory process combines quantitative screens and qualitative research to develop model asset allocations and incorporates ESG considerations where applicable.

Rachel Monfort is a financial advisor with Morgan Stanley in Dublin, Ohio, holding a Series 66 designation and bringing 25 years of industry experience. She previously worked at Huntington Investment Company and Huntington National Bank from 2000 to 2021 before joining Morgan Stanley in 2021. Outside of her advisory role, she serves on the Finance Committee of Flying Horse Farms, a nonprofit focused on children and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Patrick Ford is a CFP® credentialed financial advisor with 39 years of industry experience. He is currently with RBC Capital Markets in Columbus, OH, having previously worked at City National Bank, UBS Financial Services, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized portfolio management and financial planning through various advisory programs, utilizing both in-house and third-party investment managers.

Adam Griffin is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he leads a team of financial advisors dedicated to collaborating with clients to create and implement financial plans aimed at achieving their overall financial goals. Adam has been with Fidelity Investments since 2014, progressing through various roles including Regional Planning Consultant, Vice President Financial Consultant, Financial Consultant, Investment Consultant, Financial Representative, and Administrative Intern. His career reflects a comprehensive background in financial consulting and planning within the firm. Outside of his professional responsibilities, Adam has interests that include food, football, golf, music, parenthood, and traveling.

Tom Zentz is a financial advisor with Ameriprise in Dublin, OH, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2007. Outside of his advisory work, Zentz serves as a deacon on the Board of Directors at Maranatha Baptist Church. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Kevin Sullivan is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in client-focused areas including college education planning, family wealth management strategies, managing new wealth, personal retirement planning, and both individual and corporate investment strategy. Kevin also has expertise in retirement income planning. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. Kevin earned his bachelor's degree from Miami University. Outside of his professional commitments, Kevin enjoys basketball, biking, boating, football, golfing, soccer, and spending time with his family.

Joseph Cable is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2006, with prior roles at Banc One Securities Corporation and Chase Investment Services Corp. He has also been affiliated with Franklin University since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, including the use of ESG frameworks, supported by centralized due diligence and investment services offered by affiliated entities.

Nelson Heinrichs is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies that consider clients' life priorities and financial goals. Nelson collaborates with clients to develop flexible plans tailored to their individual needs and aspirations, leveraging insights from Merrill and financial solutions from Bank of America. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Nelson earned a Bachelor's Degree from Miami University in Ohio. His approach emphasizes understanding the full financial picture in the context of what matters most to each client.

Andrew Wasserstrom is a financial advisor at Edward Jones in Columbus, OH, holding the Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he spent 21 years with Advance Sign Group, where he remains a 5% minority owner. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Jason Gable is a financial advisor with Ameriprise in Dublin, Ohio, holding a Series 66 designation and 16 years of industry experience. He previously spent 14 years at The Huntington Investment Company before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.