Michael Hackett is a financial advisor at OSAIC with 39 years of industry experience. He holds the Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 32 years. He is the owner of Hackett Wealth Management, LLC. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pensions, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers.

Meyer Diamond is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked for Wells Fargo/Northpointe Wealth Management and has experience outside finance working at pizza establishments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Steven Rockwell is a financial advisor with LPL Financial in Westerville, OH, holding the ChFC® designation and Series 66 license. He has 22 years of industry experience, including nine years at Edward Jones and four years at LPL Financial. He is also CEO of a non-variable insurance business. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Matthew Moore is a financial advisor with LPL Enterprise, holding a Series 63 designation and bringing 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Mwa Financial Services, Inc., and Modern Woodmen of America. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional investors, offering financial planning, advisory services, and access to multiple investment programs. The firm’s platform integrates adviser programs with brokerage and insurance products and leverages third-party portfolio strategists and discretionary implementation options.

Michael Palao is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 25 years of industry experience. He has worked at J.P. Morgan Securities since 2013, with a concurrent role at JPMorgan Chase Bank beginning in 2018, enabling him to offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Travis Fling is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019, and previously spent nine years with Bank of America and Merrill Lynch. Outside of his advisory work, he serves on the advisory board of a biotechnology firm and is also active as a musician. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and broad investment offerings, with an emphasis on advisory services tailored through its Financial Advisors and Estate Planning Strategies Group.

Irene Bryant is a financial advisor at J.P. Morgan Securities with three years of industry experience. She previously worked at Morgan Stanley for 12 years before joining J.P. Morgan in 2025. Outside of her advisory role, she is the owner of a custom crystal business, ICCustoms, LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors.

Major Belli is a financial advisor at Robert W. Baird and Co. with one year of industry experience. He holds a Series 66 designation and has worked previously at SS&C Technologies, Flock AI Solutions, Deloitte, and Amazon. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, internal research including AI tools, and features municipal advisory services and various strategic partnerships.

Steven Knight is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2015, also maintaining a role at JPMorgan Chase Bank, N.A. since 2011. 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.

Callie Reed is a financial advisor with Edward Jones in Johnstown, Ohio, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2016. Prior to her advisory role, she worked as a barista at Hot Spot Coffeehouse. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and maintaining a large retail advisor and branch network.

Kelsey Foster is a financial advisor at Morgan Stanley in Columbus, OH, with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and Sinclair Community College. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery and analytical tools to develop client plans.

Brigitte Kirchhofer is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley since 2016. Outside of her advisory role, she is a partner at Kirchhofer Industries LLC, a company involved in the automotive and transportation sector. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and supports a range of investment and financial services through its broad capabilities.

Verlin Williams III is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., Westpoint Financial Group, and Bob Caldwell Cjdr. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm offers customized investment manager searches and performance reporting, applying an ESG eligibility framework when recommending strategies.

Gwendolyn Nichols is a PFS™ credentialed advisor with Cetera, based in Westerville, Ohio, and has three years of industry experience. She also serves as president of Nichols & Company, CPAs Inc., providing tax, accounting, and consulting services. Nichols holds board positions with The Vida S. Clements Foundation, Ourday Preschool, and The Lakeside Association, all nonprofit organizations focused on education, community, and cultural enrichment. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, ranging from automated allocations to bespoke strategies, overseeing more than $256 billion in assets.

Benjamin Osborne is a financial advisor with Ameriprise in Worthington, OH, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its related entities since 2006. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jo Hall is an Investment Consultant with experience in financial planning and client relationship management. She has worked in various roles at Fidelity Investments, including Planning Consultant (2025-2026), Relationship Manager (2024-2025), and Financial Representative (2023-2024). Prior to joining Fidelity, Jo held positions as a Business Relationship Manager at Bank of America (2021-2022) and Branch Manager at The Huntington National Bank (2016-2021). As a working mother to twin girls, Jo understands the importance of balancing life's priorities and is committed to supporting her clients through informed financial planning. She values building meaningful relationships and assisting clients in pursuing their financial goals. Outside of her professional role, Jo enjoys biking, attending concerts, exploring food, gardening, singing, and engaging in activities related to parenthood.

Steven Bauers is a financial advisor at LPL Financial in Columbus, OH, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Raymond James Financial Services and Ethyl & Tank, among others. He also operates Bauers Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations, offering a range of advisory programs and research-supported investment strategies.

Whitney Logan is a financial advisor at Raymond James Financial with 41 years of industry experience. She has been with Raymond James Financial Services since 1999 and Raymond James Financial since 2009. Logan is president and 50% owner of Logan and Reed Wealth Partners, a company that provides expense-sharing and co-branding services for advisors. She also serves on the advisory board and finance committee of the Logan Family Foundation, which raises funds through a charity golf outing. Raymond James Financial Services Advisors, Inc. offers 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 provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Brianna Thomas is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 license and 11 years of industry experience. She has worked with Primerica Advisors since 2014 and has prior experience at UPS and Creative Cuisine. Outside of her advisory role, she is involved in a construction business, Pure Remodeling, based in Grove City, Ohio. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients, primarily as a wrap-fee solution rather than for institutional pension or profit-sharing plans.

Eugene Zappitelli III is a financial advisor at LPL Financial with 40 years of industry experience. He has been with LPL Financial since 1998. Outside of his advisory role, he serves as the elected Fiscal Officer for Plain Township, Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.