Timothy Roberts is a CFP® with 22 years of experience in the financial services industry, currently serving as a financial advisor at Wells Fargo Advisors since 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2022. Roberts is a part-owner of Slates Wealth Management, LLC, and serves as treasurer for the Ern-4 Property Owners Association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo’s research and tools, with clients able to implement recommendations through various brokerage and advisory programs.

Kyle Keber is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial and Edward Jones. His background also includes roles at The Ohio State University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment approach.

Andrew Gouhin is a financial advisor with Raymond James & Associates in Dublin, OH, holding a Series 66 credential and five years of industry experience. His prior work includes roles at Bank of America, Merrill, and Installed Building Products. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, offering financial planning, investment consulting, and municipal advisory services supported by a nationwide adviser network and a range of portfolio management strategies.

Jacob Williamson is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Morgan Stanley since 2016, including four years with Morgan Stanley Services Group Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services through its extensive network of financial advisors.

Trammayne Golson is a financial advisor with Primerica Advisors, based in Worthington, OH, holding 10 years of industry experience. He has been with Primerica Advisors since 2016 and has additional experience with Primerica Financial Services and Pier 1 Imports. Outside of advisory work, he engages in sales of loan products, home security, and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custodians, managing approximately $15.5 billion in assets under management.

Megan Bachert is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Geoffrey A. Merl is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He worked at UBS Financial Services from 2003 to 2019 before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he teaches financial strategies for successful retirement at Otterbein University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process includes investment policy preparation, performance reporting, participant education, and discretionary plan-level investment management, offering a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Nick Compton is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 65 and Series 63 credentials with two years of industry experience. Prior to joining J.P. Morgan Securities in 2024, his background includes a role at Esporta Fitness in 2022 and periods outside the workforce. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary approach that combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

Matthew Penrod is a financial advisor with Morgan Stanley in Columbus, Ohio, holding the Series 63 and Series 65 licenses and possessing 27 years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at UBS Financial Services for 12 years. Outside of his advisory role, he is involved in real estate investment partnerships in the Columbus area. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Fiona Minich is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at The Conference Board and City Year. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Tyler Klepek is a financial advisor with LPL Financial in Columbus, Ohio, holding a Series 66 designation and 11 years of industry experience. He previously worked at Lincoln Financial Advisors for six years before joining LPL Financial in 2021. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Bradley Kimpton is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He has been with J.P. Morgan Securities since 2016 and previously worked at Morgan Stanley for one year. He holds Series 63 and Series 66 licenses. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Brian Owen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior experience includes roles at Charles Schwab and Charles Schwab Bank spanning from 1989 to 2017. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kathy Warden is a Series 66 licensed financial advisor with seven years of industry experience. She has worked at J.P. Morgan Securities since 2018 and previously held positions at CitiBank. 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 affiliated brokerage, distribution, and investment management capabilities.

Kirsten Benedict is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2022. Prior to her current role, she gained experience in engineering and higher education settings. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Hernando Martinez is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and 14 years of industry experience. Prior to joining J.P. Morgan Securities in 2012, he worked at Clinical Trials of Texas, Inc. from 2020 to 2022. 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 its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis with a centralized due-diligence framework.

Jessica Rappold is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Hamilton & Rappold. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Mark Nicholls is a financial advisor at J.P. Morgan Securities with 35 years of industry experience. He has held positions at Banc One Securities Corporation from 2002 to 2012 before joining J.P. Morgan Securities, where he has worked since. He holds Series 63 and Series 66 licenses. 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 through a centralized due-diligence framework and an in-house manager solutions team.

Scott Dye is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 29 years of industry experience. He has worked at firms including Cavanal Hill Investment Management and Waddell & Reed. Outside of his advisory role, Scott serves as a head youth football coach at Columbus Academy in Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Derek Benseler is a financial advisor with Ameriprise in Columbus, Ohio. He holds a Series 66 designation and has over a decade of prior experience at Vaco LLC before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.