Jacob Williams is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds the Series 66 designation and has worked in various financial services roles, including at Gilmore Enterprises, Inc. DBA GA Financial Resources and United Planners' Financial Services of America. Outside of his advisory work, he is a self-employed musician. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and offers both discretionary and non-discretionary management across multiple platforms.

Drew Smith is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and E*TRADE Securities, among other roles outside the financial sector, including positions at Uber Eats, DoorDash, Papa Johns, Cross Country Inns Inc, and Scioto Reserve Country Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative screens with qualitative research and includes an ESG eligibility framework in its recommendations.

Jeffrey D. Wolfe, CIMA®, CPFA, CRPC®, PIA, RAFA, is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager at Merrill Lynch Wealth Management. He is the founder of The Wolfe Group, where he manages the wealth management process for high-net-worth individuals and small businesses. His work emphasizes risk management of concentrated equity positions, portfolio design, and investment management. He also focuses on creating and implementing high probability outcomes for clients’ financial futures by evaluating lifestyle income and expenditure assumptions with a strong emphasis on downside risk assessment. Jeffrey has managed discretionary personalized and defined investment strategies, including individual stocks and bonds, Merrill model portfolios, and third-party investment solutions. His client focus areas include college education planning, divorce transition planning, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, and retirement income. Jeffrey has been with Merrill Lynch since 1995. He holds a Bachelor of Science in Business Administration with a major in Finance from The Ohio State University and an MBA from The University of Chicago Booth School of Business. Jeffrey’s professional designations include Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In his personal time, he enjoys baseball, boating, camping, fishing, hiking, reading, running, and traveling.

Brent Wagner is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working in the financial services industry since 1999 and joined Merrill in 2011. Brent utilizes a goals-based approach to help clients pursue long-term financial objectives, focusing on personal retirement planning, portfolio management services, and retirement income strategies. Brent holds a Bachelor of Science degree in Financial Management from The Ohio State University. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor (CPWA®), Chartered Retirement Planning Counselor™ (CRPC™), and Chartered Retirement Plans Specialist™ (CRPS™), among others. His expertise encompasses planning, portfolio management, insurance, banking and lending solutions through Bank of America, estate planning services, retirement planning, and education planning. Outside of his professional work, Brent enjoys football, hiking, and traveling. He emphasizes a personalized financial strategy developed through one-on-one collaboration with clients to address their goals, expectations, and risk tolerance.

Geoffrey Mccash is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously spent 24 years with Woodbury Financial Services. Outside of his advisory work, he is an officer of Sparrow Lodge #400, a local Masonic organization, and owns a sole proprietorship involved in oil and lubricant sales by referral. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, providing various managed portfolio options and third-party money manager programs.

Simon Maynard is a CFP® certificant with 18 years of experience in the financial industry. He has been with J.P. Morgan Securities since 1997 and has also worked at JPMorgan Chase Bank, N.A. since 2016. Based in Columbus, OH, Maynard holds Series 65 and Series 66 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Michael Turner II is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 16 years of industry experience. He has been with JPMorgan Securities and JPMorgan Chase Bank since 2014. 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, incorporating an ESG eligibility framework and utilizing broader derivatives and commodities capabilities.

Aurelia Jackson is a financial advisor at Primerica Advisors in Dublin, OH, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to her financial career, she spent 20 years with the Pediatric Academic Association at Nationwide Children's Hospital. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm delivers advisory services through model-driven strategies managed by third-party asset managers, operating at scale with over 3,600 advisors and approximately $15.5 billion in assets under management.

Zachary Konvolinka is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Pds Planning, Inc., and Valeo Financial Advisors. He has also worked outside the financial industry, including positions at Jets Pizza and Camp Tecumseh YMCA. 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 screens and qualitative research, incorporating forward-looking capital market assumptions and an ESG framework.

John Darrah is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 66 and Series 63 designations and bringing 17 years of industry experience. He has worked at P. Morgan Chase Bank and J.P. Morgan Securities since 2013 and previously spent three years at Ridgewood Plans, LLC. 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 within a non-discretionary program supported by centralized due diligence and a team of investment professionals.

Charles Dankworth is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Thomas Mc Elroy is a CFP® professional with seven years of industry experience, currently associated with Ameriprise Financial Services in Dublin, OH. He has worked at Ameriprise since 2020 and previously at Alpha Financial Planning from 2016 to 2023. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include a Recommendation Report and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Dylan Haines is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to provide structure and clarity in their financial lives. Dylan aims to understand what matters most to his clients—whether it be building wealth, preparing for retirement, navigating major life transitions, or creating long-term financial security—and develops strategies aligned with those goals. His areas of expertise include investment strategy and portfolio management, retirement planning and income planning, planning around major financial decisions and transitions, aligning personal and business financial priorities for owner-led businesses, and managing risk to prepare for unexpected events. Dylan focuses on simplifying complexity and providing ongoing guidance as circumstances and markets evolve, helping clients make informed and confident decisions over time. Dylan holds a Bachelor's Degree from The Ohio State University and a Master of Business Administration (MBA) from Ashland University. He carries professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Dylan enjoys basketball, boxing, football, golfing, hiking, music, pickleball, running, spending time with his family, and traveling.

Tamara Colvin is a CFP® with 35 years of industry experience, currently serving as an advisor at Raymond James Financial. She previously worked at Commonwealth Financial Network for 12 years. Outside of her advisory work, she is the president of two support companies, FlahertyColvin and The Flaherty Consulting Group, where she manages business operations and works directly with clients on financial planning and investment monitoring. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a tailored, non-discretionary approach using analytical tools and supports municipal and public finance work through unique affiliations.

Brian Shepard is a financial advisor at Raymond James & Associates with 22 years of industry experience. He has been with Raymond James since 2013 and holds a Series 66 designation. Outside of his advisory work, he owns and manages several small businesses including a bookkeeping and project management firm. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, drawing on multiple portfolio management styles and affiliated research, with a notable focus on municipal advisory services and small employer retirement plan consulting.

Eric Sitarski is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Chase Investment Services Corp., Banc One Securities Corporation, and Wells Fargo Advisors. Outside of finance, he works as a range safety officer at Eagle Gun Range. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative screening and qualitative research to build model asset allocations and incorporates ESG criteria where applicable.

James Stair is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Fidelity divisions since 2004. Outside of his advisory role, he serves as the treasurer for the Columbus Chill Youth Hockey Association’s 2013 AA team. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including those for registered investment companies and model portfolios for intermediary platforms.

Zachary Shepard is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds the Series 66 designation and has previously worked at The Huntington Investment Company, PNC Investments, PNC Bank, and Edward Jones. Outside of his advisory work, he serves on the board of the Roy G Biv Gallery for Emerging Artists and the Vetro Lofts Condominium Owners Association in Columbus, Ohio. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Christopher Mcalpine is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and over 19 years of industry experience. He previously worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors in 2025. Outside of his advisory role, he serves as an assistant coach for Centerville City Schools boys soccer and as treasurer for Centerville High School girls soccer in Centerville, OH. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services like business-owner transition and sports and entertainment planning.

Avery Venetta is a financial advisor at UBS Financial Services in Columbus, OH, holding a Series 66 designation with four years of industry experience. Prior to joining UBS in 2022, Avery worked at the University of South Carolina and Olentangy Liberty High School. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based strategies to tailor plans to clients’ goals and risk tolerances while combining institutional trading capabilities with wealth management services.