Paula Carmichael is a financial advisor with Primerica Advisors in Dublin, OH, holding 10 years of industry experience. She has worked at PFS Investments Inc. since 2012 and Primerica Financial Services since 2010. In addition to her advisory roles, she is involved in real estate sales with The Devore Group Inc. in Ohio. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process to oversee portfolio management.

Cheryl Mccue is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She previously worked at The PNC Financial Services Group for 28 years and has been associated with J.P. Morgan Securities since 2025. Outside of her advisory work, she tutors early learners through Kumon and operates a small e-commerce business selling various items on eBay. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver comprehensive advisory and brokerage services.

Jack Kahaian is a financial advisor with Thrivent Investment Management and holds a Series 66 credential. He has three years of industry experience, including roles at Thrivent Financial and Thrivent Investment Management Inc. Prior to his advisory career, he was president of 1820 Collective, Ltd., a hair salon, for 17 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers goal-based analyses and planning that address a wide range of financial topics, delivered through a network of advisors without discretionary trading authority.

Irene Molnar is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2008 to 2020 before joining Morgan Stanley Smith Barney in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved tools to model potential outcomes.

Matthew Lee is a financial advisor at LPL Financial in Columbus, Ohio, holding Series 63 and Series 66 licenses with 32 years of industry experience. His prior roles include positions at KEMBA Financial Credit Union and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kyle Roberts is a financial advisor with Primerica Advisors in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been associated with Primerica Advisors and Primerica Financial Services since 2001 and also works with Primevision Financial Group since 2018. In addition to investment advisory activities, he is involved in the sale of loan products and referral of home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses a third-party due-diligence consultant and delegates trading responsibilities to BNY Mellon Advisors, employing a tiered wrap-fee structure and maintaining control over model management.

Zachary Sieverts is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked at Miami University and Atwood Lake Boats. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Gregory Thompson is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, previously working at JPMorgan Chase Bank, N.A. since 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Stephanie Mccurdy is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with UBS since 2007. Outside of her advisory role, she serves as Treasurer and a member of the Board of Directors for the Resurrecting Lives Foundation, a nonprofit focused on military awareness for traumatic brain injury. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management through a broad platform of financial planning, portfolio management, and capital markets solutions.

Ashley Hill is a financial advisor at Morgan Stanley with 13 years of industry experience. She has held roles at Morgan Stanley and its Private Bank since 2019 and previously worked at NISC from 2013 to 2017. Hill holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Christopher Rhorer is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and previously worked at NYLIFE Securities LLC and New York Life Insurance Co. before joining J.P. Morgan in 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm delivers non-discretionary services through a select group of Wealth Advisors.

Lee Schockling is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with four years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and First Commonwealth Bank. He also worked at Muirfield Village Golf Club and Vineyard Vines earlier in his career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, and it manages approximately $2.74 trillion in client assets.

Conor Flanagan is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing 20 years of experience in the financial services industry. He joined Merrill in 2015 and focuses on providing clients with customized financial strategies tailored to their personal goals. Conor's expertise includes education planning, employee benefits planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Bachelor's Degree from Bowling Green State University and completed the Accelerated CFP® course at The Ohio State University. He is a CERTIFIED FINANCIAL PLANNER™ certificant and also holds the Chartered Financial Consultant® certification, as well as the Personal Investment Advisor (PIA) designation. Outside of his professional work, Conor engages in golfing, reading, running, soccer, tennis, and spending time with his family. He works one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals.

Nathanial Ott is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and 9 years of industry experience. He 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 a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and strategies to support client goals.

Allen Meyer is a financial advisor with Edward Jones in Gahanna, Ohio, holding a Series 63 credential and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of finance, he is an operating partner and treasurer for a restaurant business in Athens, Ohio, where he has taken on increased management responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices.

Jhana Rae Cole is a financial advisor with J.P. Morgan Securities LLC in Columbus, Ohio. She holds a Series 66 designation and has five years of industry experience, including roles at Morgan Stanley and E*TRADE Securities. Outside of her advisory work, she is involved in event services, providing dessert table setups for various occasions. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services focused on asset allocation, manager searches, and customized performance reporting. The firm’s approach includes quantitative modeling and centralized due diligence, incorporating ESG criteria in its investment recommendations.

Andrew Simpson is a financial advisor with J.P. Morgan Securities in Delaware, Ohio, holding a Series 66 designation and two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, LPL Enterprise, Prudential Financial, and Darden Restaurants. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Grant Mooi is a Senior Financial Advisor with Merrill Lynch Wealth Management, currently serving clients through the King Engle Group in Dayton, Ohio. He has been with Merrill Lynch since 2006, initially working in Florida where he developed expertise in insurance strategies related to retirement income and wealth transfer. In 2014, he transitioned to Columbus, Ohio as a Retirement Specialist, focusing on longevity, retirement planning, education funding, and Social Security strategies. Grant holds FINRA Series 7, 6, 63, and 65 registrations and is licensed by the State of Ohio for life insurance. He is also a Personal Investment Advisor (PIA). His educational background includes a High School Diploma from La Salle College and an Associate's Degree from Palm Beach Community College. Grant’s approach to financial advising centers on understanding clients’ personal goals and simplifying their financial lives, with client focus areas that include college education planning, divorce transition planning, executive compensation, legacy planning, LGBT wealth planning, and managing new wealth. In addition to his professional work, Grant serves on the board of Easterseals Central and Southeast Ohio, supporting the organization’s mission related to disabilities. Outside of work, he is actively involved in coaching youth soccer and spending time with his wife Bre and their three children.

Ethan De Naeyer is a financial advisor with J.P. Morgan Securities in Columbus, OH. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2025. Prior to that, he held roles at RBC, UBS, and various other organizations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities.

Shivjinder Dhillon is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Cambridge Investment Research Advisors and NEO Partners LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to a broad range of brokerage and insurance products through an integrated advisory and brokerage platform.