Eric Shearer is a CFP® professional with 23 years of experience in the financial industry. He is currently with OSAIC and has held roles at Vorisek Financial Corporation since 2007, where he serves as Vice President and Director of Financial Planning. His background includes financial planning and capital needs analysis related to life insurance. OSAIC serves a diverse client base including individual and institutional investors, offering a range of services such as financial planning, retirement consulting, and access to multiple advisory platforms. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Thomas Mitchell is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Mitchell serves on the finance committee of The Country Club at Muirfield Village in Dublin, Ohio. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and modeling tools but does not provide individual security recommendations as part of standalone planning.

Kelly Smith is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley from 2013 to 2021. J.P. Morgan Securities LLC 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 applies an ESG eligibility framework when recommending investment strategies.

Thomas Costantiello is a financial advisor with Osaic Wealth, Inc. in Columbus, OH, holding CFP® certification and over 32 years of industry experience. He previously worked for FSC Securities Corporation for 11 years before joining Osaic in 2023. He is the founder and president of Consus Wealth Management Group, LLC, a marketing name for his securities and advisory business affiliated with Osaic, and also owns Consus Insurance Services, LLC, which provides insurance reviews and fixed life product sales. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisers. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to manage portfolios that may include a wide range of investment products.

Todd Altenbach serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 20 years of experience in wealth management, he focuses on delivering detailed and personalized financial strategies to his clients. Todd's expertise encompasses areas such as Divorce Transition Planning, Executive Compensation, Family Wealth Management Strategies, Personal Retirement Planning, Portfolio Management Services, Small Business Strategies, Tax Minimization, and Retirement Income. He holds several professional certifications, including the Certified Investment Management Analyst (CIMA), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Todd earned a Bachelor of Science degree in Business Administration from The Ohio State University. Outside of his professional work, Todd enjoys rebuilding and driving classic cars, drag racing with his family, cruising on his motorcycle, and engaging in various home improvement projects. He resides in Westerville with his wife Rebecca and has two sons.

Nicholas Tilson is a financial advisor with MML Investors Services, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at SigFig Wealth Management LLC, J.P. Morgan Securities LLC, and Cetera Advisor Networks LLC. He is based in New Albany, Ohio. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using a structured, software-assisted approach to develop written recommendations.

James Holm is a financial advisor at Ameriprise in Columbus, Ohio, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Cronos Group, Vertiv, and Worldpay. Outside of his advisory work, Holm owns a construction equipment rental business, Freedom Rental LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Nancy Carwile is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities LLC since 2018, following a decade at JPMorgan Chase Bank, N.A. J.P. Morgan Securities 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.

Rhett Jefferies is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Brad Dickman is a financial advisor with Equitable Advisors in Ottawa, OH, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006 and previously worked at Axa Advisors, LLC. His other business activities include outside insurance appointments. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Angela Johnson is a financial advisor with LPL Financial holding a Series 66 designation and 15 years of industry experience. Her previous roles include positions at JP Morgan Securities, JP Morgan Chase Bank, and Fifth Third Securities. Outside of her advisory work, she is engaged as an Amazon Flex contractor in a delivery service capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from multiple sources.

Rocky Sandora Jr. is a financial advisor with LPL Enterprise based in Columbus, OH, holding a Series 66 designation and two years of industry experience. He has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Brian Fadley is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. 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 institutional advisory with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Jerry Hall is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2013. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brooke Galassi is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with J.P. Morgan Securities since 2015. 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 through a large team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Julia Brisk is a financial advisor at Morgan Stanley in Columbus, Ohio. She holds a Series 66 designation and has been with Morgan Stanley since 2023, with prior experience at Huntington National Bank and as a student at The Ohio State University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs a structured planning process using firm-approved tools and analytical methods such as Monte Carlo simulations, managing approximately $2.74 trillion in client assets.

Sean Stark is a financial advisor with LPL Financial based in Westerville, Ohio, holding Series 63 and Series 65 designations and over 26 years of industry experience. His prior roles include positions at Magellan Financial, GWN Securities, and Ameritas Investment Corp. He also operates Stark Financial Group and has involvement in a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party research, and various wealth management technologies.

Dylan Forche is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank and other firms since 2020. Outside of finance, he has experience in hospitality, including a role at Old Bag Of Nails Pub. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Milton Leeman is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the New Albany office. With nearly 40 years of experience since graduating from the University of North Carolina at Chapel Hill in 1986, he leads a team of two Financial Advisors and two Client Associates. They assist high net worth individuals and small to medium-sized businesses in articulating, quantifying, and achieving their financial goals through personalized wealth management strategies. Milt's expertise spans areas including college education planning, corporate retirement plan services, divorce transition planning, investment consulting, individual and corporate investment strategy, tax minimization, and retirement income. He has held leadership roles such as Resident Director of the Easton and New Albany offices from 2001 until early 2023. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Born in Columbus, Milt graduated from Columbus Academy where he later served as President of the Alumni Association and was a member of the Board of Trustees. He lives in downtown Columbus with his wife, Marcy, and has two grown daughters and three grandchildren. His community involvement includes serving as President of Temple Israel Foundation and past board chair positions at Jewish Family Services and the Columbus Academy Alumni Association. Milt also volunteers with organizations such as Pelotonia, the Challenged Athletes Foundation, and Children's Hospital. Outside of work, he enjoys biking, spending time with family, and traveling.

Ronald McClure is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on personal retirement planning, tax minimization, and retirement income strategies. He works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Ronald is part of the Hatley Strand McClure Team, which brings over 65 years of combined experience to provide a client-first approach to wealth management, emphasizing honesty, integrity, and proactive communication. Ronald’s professional background includes entrepreneurial experience founding RAM II Companies, a lawn care and home maintenance business, and serving as Director of Transportation for a local school district. His approach centers on building trusted relationships and guiding clients to establish and maintain a legacy for themselves and their families. Ronald holds a Bachelor's Degree from The Ohio State University and is a Personal Investment Advisor (PIA). He is actively involved in his community as a member of the Grove City Church of The Nazarene and as Sergeant at Arms of the Grove City Rotary Club. Outside of his professional and community activities, Ronald enjoys spending time with his wife Jennifer and their five children. His personal interests include boating, camping, table tennis, and volleyball. He also participates in the OSU Alumni Band and is a supporter of Ohio State sports.