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.

Keith Yates is a financial advisor with Ameriprise in Powell, OH, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized planning, with a centralized team supporting advisors and a process that incorporates algorithmic automation overseen by a Retirement Income Oversight Committee.

Krista Cavalieri is a Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2022. She is a Certified Financial Planning™ professional committed to guiding clients through important financial decisions with clarity and compassion. Krista's approach emphasizes understanding personal dreams and unique journeys to help clients pursue their financial goals. Her professional experience includes roles as a Money Coach at Ellevest from 2021 to 2022, an Associate Wealth Manager at Budros, Ruhlin, & Roe from 2019 to 2020, and Owner & Lead Advisor at Evolve Capital from 2016 to 2019. This diverse background contributes to her expertise in wealth planning and financial coaching. Outside of her professional work, Krista enjoys activities such as spending time at the beach, cooking and baking, family activities, parenthood, puzzles, and reading.

Jessica Moore is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and has worked at Merrill 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nathan Pugh is a financial advisor with LPL Financial in Dublin, Ohio, holding Series 63 and Series 66 credentials and possessing 20 years of industry experience. His prior roles include positions at AM Spirit and Waddell & Reed, Inc., as well as involvement with the Rotary Club of Union County. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various investment strategies.

Chelsea Benninger is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 65 and Series 63 credentials and has previously worked at Northwestern Mutual in various capacities from 2012 to 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment approach that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Janet Gabel is a financial advisor with Ameriprise in Pickerington, Ohio, holding a Series 63 designation and 26 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income plans, primarily for clients with assets managed within Ameriprise.

Cary Hanosek serves as a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 25 years of experience guiding individuals, families, businesses, and nonprofits. Her expertise encompasses impact investing, social enterprises, Environmental, Social, and Governance (ESG) strategies, and philanthropic planning. Cary also focuses on areas such as college education planning, divorce transition planning, family wealth management strategies, and liquidity management. She previously worked on the Huntington Investments Trading Floor and with Huntington's Private Bank investment team prior to joining Merrill in 2000. Cary holds a Bachelor's degree in Economics from The University of Virginia and has earned multiple professional designations including CERTIFIED FINANCIAL PLANNER®, Chartered Advisor in Philanthropy®, Certified Exit Planning Advisor (CEPA®), Chartered Retirement Planning Counselor™, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is recognized as a Smart Women Awards Finalist for the Progressive Entrepreneur Award in 2015 and received the Springfield City Schools Alumni of Distinction Award in 2020. Outside of her professional work, Cary is involved in community organizations such as the Women Presidents' Organization (WPO), Entrepreneurs' Organization (EO), and has served as Chair of the YWCA of Columbus Endowment Board. She has co-founded The Merrill Bull Run, which has raised significant funds for Nationwide Children's Hospital, volunteers at her church, and provides counseling to families affected by pediatric epilepsy. Cary enjoys running, reading, watching documentaries, supporting her children's activities, and advocates for people with disabilities through her Adaptive Apparel line inspired by her youngest daughter. She resides in Upper Arlington with her husband and two daughters.

Michelle Voyer is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of her advisory role, she is the sole proprietor of Cr1ms0n Nyt3, a self-publishing poetry book venture. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with financial planning and investment advisory services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and advisory frameworks to support client goals.

Nicole Reehil is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Merrill since 1999 and has also worked at 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Steven Harrell is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with Wright-Patt Credit Union and CUSO Financial Services, L.P. Harrell is also involved with WPCU Retirement Solutions, a business related to his LPL activities. LPL Financial serves individuals, retirement plans, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party models.

Renaldo Beltran is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. He has been with JPMorgan Securities LLC since 2013. 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 large institutional advisory operations with brokerage and investment management capabilities.

Erin Brown Eizensmits is a ChFC®-credentialed financial advisor with nine years of industry experience, currently associated with Edward Jones since 2017. Prior to joining Edward Jones, she worked at St. Mary Elementary for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and operates through a large network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

Aaron Gonzalez is a financial advisor with Ameriprise in Canal Winchester, Ohio. He holds a Series 66 designation and has been with Ameriprise since 2021. Prior to his advisory role, he worked at Verizon from 2017 to 2021 and was a student from 2005 to 2017. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.