Danielle Fasci is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018 and previously held roles at Sagepoint Financial, Royal Alliance Associates, Woodbury Financial, FSC Securities Corporation, and Morgan Stanley. 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 integrates centralized due diligence and a combination of quantitative and qualitative research in its advisory process.

David Slates is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and UBS Financial Services. Outside of his advisory work, he is involved in managing investment-related business activities including ownership interests in investment entities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services supported by proprietary research and tools. The firm serves clients who meet certain net-worth criteria and integrates advisory services with other financial product and referral channels.

Wesley Hill is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and previously worked for Morgan Stanley for 10 years. Outside of his advisory role, he has worked as a food delivery contractor for DoorDash. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice and customized performance reporting supported by a centralized due diligence process.

Anku Golloh is a financial advisor with Primerica Advisors in Worthington, Ohio, holding a Series 63 designation and 10 years of industry experience. Golloh has worked at PFS Investments Inc. since 2017 and has been with Primerica Financial Services since 2011. Outside of advisory work, Golloh is involved in sales of non-investment related products such as home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors, offering model-driven investment strategies supported by third-party asset managers and custodial services.

Shelby Byland is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Ameriprise, Shelby worked at Cambridge Investment Research Advisors and Northwestern Mutual in various capacities. Outside of advisory work, Shelby is involved as an investment specialist with Jeff Chaddock’s franchise through TRLT Ventures LLC. Ameriprise provides retirement-income planning services focused on individuals with significant investable assets, combining research and modeling with personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Taylor Walls is a financial advisor with Primerica Advisors in Dublin, Ohio, holding 12 years of industry experience. He has been with Primerica Advisors since 2013 and with Primerica Financial Services since 2011. Outside of his advisory role, Walls is involved in several non-investment-related business ventures, including ownership and executive roles in entities such as TF Walls Enterprise LLC and The Walls Syndicate LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Joseph Kalinoski is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he serves as a junior varsity high school golf coach for Granville Exempted Village Schools. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, including ESG considerations, supported by centralized due diligence and executed through affiliated investment management entities.

Kevin Foley is a financial advisor with Raymond James Financial in Worthington, Ohio, holding a Series 63 designation and over 43 years of industry experience. He has been with Raymond James Financial since 2009 and has operated Financial Advisors Resources and Foley & Fields Wealth Strategies, both support companies related to his advisory practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Erica Weiser is a financial advisor with Wells Fargo Advisors in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of her advisory role, she is a Notary Public in the state of Ohio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services that include retirement, education, risk, and wealth-transfer planning, as well as specialized areas such as business-owner transition and special-needs analysis.

Nathan Fuhrman is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase since 2013, joining J.P. Morgan Securities in 2018. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations incorporating ESG considerations.

Patricia Sirkoski is a financial advisor with Charles Schwab in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2013. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Anson Sung is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for HSBC Securities (USA) Inc. and HSBC Bank USA for 15 years. Outside of his advisory role, he has passive ownership interests in an engine development company and a modular construction firm. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates systematic quantitative and qualitative research and includes capabilities in derivatives and commodities.

Stewart Flaherty is a financial advisor at Raymond James Financial with 54 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Commonwealth Financial Network and LPL Financial. Outside of his advisory work, he is an author of two financial planning books and serves as CEO of two consulting firms. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting using risk profiling and analytical modeling and supports municipal and public finance through a unique municipal advisor affiliation.

Kurt Schlemitz is a financial advisor with Stifel in Dublin, Ohio, holding Series 63 and Series 66 licenses and possessing 41 years of industry experience. He has been with Stifel since 1998. Stifel serves a broad range of clients—including individuals, institutional clients, and charitable organizations—offering brokerage and investment advisory services based on a proprietary investment strategy developed by its Investment Strategy Group.

Ryan Bucholtz is a Series 66-registered financial advisor with J.P. Morgan Securities in Columbus, Ohio, with 11 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. since 2016 and joined J.P. Morgan Securities in 2018. Prior to his financial services career, he worked at Lyft/Uber and MetLife Investment Fund Services 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. The firm’s advisory process combines quantitative screening and qualitative research, offering recommendations that may incorporate an ESG framework and leveraging JPMorgan affiliates for implementation and portfolio services.

Thomas Harrington is a CFP® professional with 36 years of industry experience. He is currently with LPL Financial and has previously worked at OSAIC for 27 years. He also founded Harrington Asset Management Inc., where he remains active. Harrington serves on the board of the nonprofit Hydro4Life, based in Ohio. 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, utilizing model portfolios, third-party subadvisors, and technology tools to support its network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Mallori Westhoff is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 11 years of industry experience. Her prior roles include positions at Nationwide Securities LLC and J.P. Morgan Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by proprietary tools and analysis.

Kevin O'Callahan is a Financial Consultant at Fidelity Investments, where he has worked since 2025. He specializes in partnering with individuals and families to develop and maintain comprehensive financial plans tailored to their goals. His experience includes roles as Investment Consultant, Planning Consultant, and Financial Representative at Fidelity Investments from 2022 to 2025, and as a Registered Representative at New York Life from 2021 to 2022. Kevin's professional background reflects a focus on financial planning and investment consulting. Outside of his professional work, Kevin has interests in baseball, fitness, football, and golf.

Roger Corey is a financial advisor at OSAIC with 31 years of experience in the industry. He holds a Series 63 designation and has previously worked at Securities America Advisors, Inc. and Brecek & Young Advisors, Inc. He is a passive partner in Queen City Capital Management LLC, a registered investment advisor. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of investment programs and consulting services.

Stephen Jones is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several notable firms, including Merrill and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.