Austin Fisher is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, he worked at Rocky Brands Inc from 2021 to 2023 and was employed at the University of Toledo from 2016 to 2020. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research from internal and third-party sources.

Steven Muller is a financial advisor at Merrill with 27 years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Nationwide Investment Services Corporation for 26 years before joining Merrill in 2024. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tiffany Watt is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, she worked for over a decade at ESC/Big Walnut Schools. She is based in Columbus, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support financial outcomes.

Chris Fales is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities LLC since 2015. J.P. Morgan Securities 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 incorporating ESG criteria in its investment recommendations.

Benjamin Hauge is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Morgan Stanley, J.P. Morgan Securities, and First Republic Investment Management. His background also includes six years at Ohio University. 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 strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Hill is a financial advisor at LPL Enterprise with four years of industry experience and a Series 66 designation. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Shane Morrison is a CFP® with 32 years of industry experience, currently serving at J.P. Morgan Securities. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019, and previously at Morgan Stanley from 2016 to 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Jeffrey Danziger is a CFP® with 17 years of experience in financial advising, currently with Edward Jones in Columbus, OH. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Andrew Conley is a CFP®-certified financial advisor with 17 years of industry experience. He currently works at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., having joined both firms in 2021. His prior experience includes roles at The Huntington Investment Company and TIAA. 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 its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Christoph Chatfield is a financial advisor at Merrill with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2012 and Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Mabry is a financial advisor with Stifel in Columbus, OH, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at Bank of America, NA. Outside of his advisory role, he is a partner and owner at Siller Sonas Partners LLC and is involved in selling timber from personally owned property. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary methodology from its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

Daniel Cochran is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets, and utilizes structured planning tools and broad investment capabilities.

Kristi Arredondo is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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.

Rejoice Bonnie is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and seven years of industry experience. She has worked at J.P. Morgan Securities since 2018 and previously at JPMorgan Chase Bank, N.A. from 2010 to 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Rachael Holm is a CFP® with 13 years of industry experience, currently advising at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of her advisory role, she is involved in managing LLCs related to business operations and tax purposes. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

William Heffner is a Series 66 credentialed advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at Midway Venture Partners LLC, Hillsdale College, and Kj Management Group, LLC. J.P. Morgan Securities 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 recommendations.

Christina Shellenbarger is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Columbus, OH, with 20 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and previously at JPMorgan Chase Bank NA from 2009 to 2023. Outside of her advisory role, she is involved in a family lawn and property care business, providing consulting support for books, records, and marketing. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Caleb Stertzer is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2024 and previously held roles at Ameritas Advisory Services, LLC, Central Ohio Financial Management Group, Ameritas Investment Company, LLC, and Ameritas Life Insurance Corp. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology such as machine learning.

Kate Driscoll is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A. and Central Ohio Primary Care. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis.

Darnell Perkins is a financial advisor with OSAIC in Columbus, OH, holding a Series 63 designation and bringing 37 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 35 years before joining OSAIC in 2025. Perkins is also licensed as an insurance agent offering fixed annuities, equity-indexed annuities, and traditional life insurance. OSAIC serves a diverse client base, including retail and institutional investors, with a wide range of integrated brokerage and advisory services. The firm utilizes various asset-allocation tools and offers portfolio management options that include stocks, bonds, mutual funds, ETFs, and alternative investments.