Danielle Fasci is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms, including Woodbury Financial, SagePoint Financial, and Royal Alliance Associates. She has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2018. 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.

David Slates is a financial advisor with Wells Fargo Advisors in Dublin, Ohio, holding Series 63 and Series 65 credentials and has 29 years of industry experience. His career with Wells Fargo spans multiple affiliated entities since 2009. Outside of his advisory work, he is involved in several investment-related business activities, including ownership roles in LLCs that focus on investment opportunities and serving as a trustee for family investments. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.

Wesley Hill is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He previously worked at Morgan Stanley for 10 years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022. Outside of his advisory role, he works part-time as a food delivery contractor for DoorDash. J.P. Morgan Securities 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 large institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

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 with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has been associated with JPMorgan Chase Bank since 2011. Outside of his advisory role, he is a junior varsity high school golf coach for Granville Exempted Village Schools. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework. The firm is distinguished by its registrations as a security-based swap dealer and futures commission merchant, which expand the product types it can access.

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 with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. He has been with J.P. Morgan Securities since 2018 and previously worked at JPMorgan Chase from 2013 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting, delivering these services through a select group of Wealth Advisors.

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 with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. for 15 years before joining J.P. Morgan Securities in 2021. Outside of his advisory role, he has passive ownership interests in a modular construction company and an engine development firm. J.P. Morgan Securities 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 delivers these services on a non-discretionary basis alongside affiliated brokerage and investment management capabilities.

Stewart Flaherty is a financial advisor at Raymond James Financial Services Advisors, Inc. with 53 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Raymond James in 2025, he spent 12 years with Commonwealth Financial Network. Flaherty is also an author of two books on financial planning and serves as CEO of two support companies focused on financial planning and investment management. 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, corporations, and institutional investors. The firm employs non-discretionary planning and advisory strategies tailored to client goals, utilizing advanced analytical tools and technology, and offers specialized services such as municipal advisory work and SIMPLE IRA employer consulting programs.

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 financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has been with JPMorgan Chase and its affiliates since 2016. Prior to his financial services career, he worked for Lyft and Uber from 2015 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized manager due diligence. The firm integrates an ESG eligibility framework and offers services on a non-discretionary basis through a select group of Wealth Advisors.

Thomas Harrington is a CFP® with 36 years of experience in the financial services industry. He is currently with LPL Financial since 2024, following a 27-year tenure at OSAIC. He has operated Harrington Asset Management, Inc. since 1991 and serves as a board member for the nonprofit Hydro4Life. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.

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 industry experience. He holds the Series 63 designation and has worked in the financial services field since 1995, including 15 years at Securities America Advisors, Inc. Prior to joining OSAIC in 2024, he was affiliated with SECURITIES AMERICA, Inc. He is a passive partner with Queen City Capital Management LLC. OSAIC Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to manage portfolios across various investment types.

Stephen Jones is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Merrill, Bank of America, and JPMorgan Chase Bank N.A. He also worked at Sporting Columbus for one year in 2023. 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 recommendations.