Andrew Simms is a financial advisor with LPL Financial in Worthington, OH, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has eight years of industry experience, including roles at Nationwide Investment Services Corp and Cadaret, Grant & Co., Inc. Outside of his advisory work, he is involved with AccelWell and CentricHC, non-investment related businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various financial planning and advisory programs, utilizing model portfolios and research from internal and third-party sources, and provides both discretionary and non-discretionary management options.

Anthony Di Novo is a financial advisor with Merrill in Columbus, OH, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of America, Guild Associates, and Guild Biosciences. He also has a background in education, having worked at the University of Dayton, Bishop Watterson High School, and St. Brendan Elementary. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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 plans, corporations, and charitable organizations.

Jeremy Smythe is a financial advisor with Ameriprise in Grove City, OH, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored, algorithm-supported advice primarily for clients holding assets in Ameriprise-managed accounts.

Brian Anderson serves as Resident Director and Wealth Management Advisor at Merrill. He began his financial advisory career with Wells Fargo in 1999 and joined Merrill in 2005. Brian’s approach focuses on helping clients explore their most important goals while managing risk across their financial lives through frequent conversations and personalized recommendations. As a Senior Portfolio Advisor, he provides traditional advice and builds custom investment strategies, utilizing Merrill model portfolios and third-party investment strategies, sometimes managing these on a discretionary basis within the firm's Investment Advisory Program. Brian holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., along with credentials as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He attended Denison University and earned a Bachelor’s degree from The Ohio State University. Outside of his professional work, Brian is involved in community activities, including volunteering with Habitat for Humanity and supporting UAYB Lacrosse. He resides in Upper Arlington with his wife and two children. His personal interests include adventure sports such as biking, camping, fishing, golfing, rock climbing, running marathons, scuba diving, and skiing.

Devon Dobres is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Devon held positions at ACRES Capital and Foundation Title and has also worked in various roles at The Ohio State University. 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.

Chandra Pifer is a financial advisor at OSAIC with a Series 65 credential and two years of industry experience. Prior to joining OSAIC, Chandra worked at Kestra Advisory Services, LLC, Russell and Company, and Magee Leadership Solutions. Outside of finance, Chandra has experience with Homemaking and automotive work at Fremont Ford. OSAIC serves a diverse range of clients, including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of advisors and multiple platforms. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management.

Monica Buckhout is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at notable firms including Morgan Stanley Private Bank and Bank of America. 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, delivering recommendations on a non-discretionary basis.

Sherry Tilson is a financial advisor at Ameriprise with 19 years of industry experience and holds a Series 66 designation. She previously worked at Worthington Wealth Management and Benjamin F Edwards & Co. Tilson is also involved in healthcare research through her outside employment with Life X Research Corp, where she contributes to health-related questionnaires. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Anthony Spring is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior work includes significant tenures at Questar Asset Management and Securities America Advisors. Outside of advisory roles, he also serves as a notary public. OSAIC serves a diverse client base, including individual and institutional investors, offering a range of financial planning, investment advisory, and brokerage services. The firm employs asset-allocation tools and third-party platforms to create tailored portfolios that incorporate various investment products and management styles.

Howard Rudolph is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2016, with prior experience at SunTrust Advisory Services and SunTrust Investment Services. Outside of his advisory role, he serves as a volunteer coordinator on the board of the Easton Youth Hockey Association, a nonprofit organization. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities under the J.P. Morgan umbrella.

Philip Hemphill Jr. is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 14 years before joining Ameriprise in 2020. Outside of his advisory role, Hemphill is president and CEO of P. Randolph Financial Group, which provides investment management and practice management services, and he is involved in publishing and creating educational YouTube videos on life skills. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Adam Pusateri is a CFP® credentialed financial advisor with 23 years of industry experience. He has been with LPL Financial since 2021, following a 19-year tenure at Lincoln Financial Advisors and Lincoln National IIFE. Based in Columbus, OH, his practice operates under Bluestone Wealth Partners, a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Chengcheng Huang is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank and Cross Thread Solutions LLC. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Ryan Ristofski is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, serving previously as a Workplace Planning Consultant from 2022 to 2025 and as a Relationship Manager from 2025 to 2026. Ryan focuses on financial planning and works closely with clients to develop goal-focused plans that evolve over time. He emphasizes building lasting relationships with clients and their families based on trust and collaboration. Ryan's professional experience at Fidelity Investments encompasses various aspects of financial planning and client relationship management. Outside of his professional life, he enjoys activities such as beach outings, biking, golf, playing instruments, spending time at the lake, and running.

Jared Crowe is a financial advisor at UBS Financial Services with seven years of industry experience. He holds a Series 66 credential and has worked at several firms, including J.P. Morgan Securities, Morgan Stanley, and JPMorgan Chase. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

Destiny Manns is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and five years of industry experience. Prior to joining J.P. Morgan Securities in 2023, she worked at Morgan Stanley from 2020 to 2023 and spent seven years at Youngs Jersey Dairy. J.P. Morgan Securities provides 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 to support customized investment solutions.

Heather Powell is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017, following five years at TrueCore Federal Credit Union. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and methodologies such as Monte Carlo simulations in its financial planning process.

William Ihrig is a financial advisor with Raymond James & Associates in Columbus, OH, holding Series 63 and Series 66 licenses and 12 years of industry experience. Prior to joining Raymond James in 2022, he worked at JP Morgan Securities LLC for five years and held roles at TIAA and Gap Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, providing tailored financial planning and consulting with a variety of portfolio management styles and affiliated research.

Mary Mckenna is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and 10 years of industry experience. She has worked at Primerica Advisors and Primerica Financial Services since 2015 and was previously employed at Safelite from 2017 to 2024. Outside of her advisory role, she is involved in internet sales. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and select discretionary separately managed account options primarily to individual and high-net-worth clients. The firm utilizes third-party asset managers and maintains an operational model focused on tiered wrap fees and ongoing portfolio oversight.

Nicholaus Warner is a Financial Advisor with Merrill Lynch Wealth Management, specializing in delivering clarity and confidence to families managing their financial futures. He focuses on areas such as college education planning, executive and equity compensation services, legacy and liquidity management, personal retirement planning, tax minimization, and retirement income strategies. Nicholaus aims to simplify complex financial situations through disciplined portfolio management and tax-efficient approaches, helping clients allocate more time to their personal goals. Nicholaus holds a Bachelor's Degree from the University of New Mexico and maintains professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from New Mexico, he now resides in Columbus, Ohio with his wife and three children. Outside of his professional work, Nicholaus engages in endurance sports such as swimming, cycling, and running, reflecting his dedication to longevity both personally and in his advisory practice.