Helen Colon is a financial advisor with Ameriprise in Columbus, Ohio, holding a Series 66 designation and 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she owns and manages HMC Holding LLC, a business focused on managing her practice expenses. Ameriprise provides a retirement-income planning service aimed at individuals with significant investable assets, combining research and modeling with tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Katherine Festa is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley and JPMorgan Chase Bank, N.A. before joining her current firm. J.P. Morgan Securities LLC 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kirk Venderlic is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. His career includes seven years with JPMorgan Chase Bank, N.A. prior to his current role. 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 applies an ESG eligibility framework when recommending strategies.

Michael Barrett is a financial advisor at OSAIC with 30 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 29 years before joining OSAIC in 2025. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.

Koby Taylor is a financial advisor at MassMutual Investors Services with Series 66 registration and one year of industry experience. Prior to joining the firm, he worked in various roles related to golf course management and services. He also works as an independent contractor golf caddie. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational programs.

Janice Massey is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and over 33 years of industry experience. She has been with Primerica Advisors since 1992 and has operated Massey's Financial Services since 1989. In addition to her advisory role, she is involved in the sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan services.

John Cook is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various roles since 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Maura Holowchak is a CFP® with 16 years of industry experience, currently with Raymond James & Associates. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing, totaling 10 years prior to joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through a variety of portfolio management styles and affiliated research.

Ryan Froman is a financial advisor with LPL Enterprise, holding a Series 63 designation and nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in insurance-related activities through a non-variable insurance agency sponsored by Prudential. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated advisory and brokerage platform.

Patti Mcgrew is a Series 66 licensed financial advisor with 28 years of industry experience. She has worked at Merrill for 21 years before joining Stifel Nicolaus & Co. Inc. in 2020. Outside of her advisory role, she is an independent beauty consultant for Mary Kay Cosmetics. Stifel serves a diverse clientele, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michael Kuplic is a financial advisor at Ameriprise with eight years of industry experience. Prior to joining Ameriprise in 2021, he worked at Fred Alger Asset Management LLC and Granite Peak Asset Management LLC. Outside of his advisory role, he is involved as a substitute teacher, performance coach, and performer at Hashtag Comedy Club, where he instructs students in comedic acting. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and annual advice focused on income sources and tax-aware withdrawal strategies.

Jeffrey Acuff is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 27 years of experience focusing on private wealth, investments, estate planning services, and philanthropy. Prior to joining Merrill in 1996, he spent ten years at Ferrari North America, bringing valuable expertise from both corporate finance and wealth management sectors. Jeffrey and his team utilize a collaborative and coordinated approach, incorporating “high-touch, high-tech” systems to ensure ongoing portfolio reviews and frequent client contact. His practice includes family wealth management, legacy and philanthropic planning, liquidity management, and socially responsible investing, among other specialized strategies. Jeffrey holds a Personal Investment Advisor (PIA) designation and completed his high school education at Whitehall Yearling High School. He also attended The Ohio State University, though he did not receive a degree. He is a member of the Columbus Foundation professional advisors committee, reflecting his engagement with professional networks. Outside of his professional role, Jeffrey is a collector of vintage cars and motorcycles, and participates in vintage auto racing. He enjoys a variety of outdoor activities such as biking, hiking, fishing, scuba diving, and traveling with his daughter. Jeffrey is actively involved in community organizations including The MS Society, The Boy Scouts—where he achieved the rank of Eagle Scout—Habitat for Humanity, and the Columbus Foundation. He resides on five acres near Hoover Reservation with his daughter and their dog.

Jeff Towles is Vice President and Financial Consultant at Fidelity Investments, where he has served since 2008. He began his career at Fidelity in 1998 as a Brokerage Trading Specialist and has held various roles within the firm, including Financial Planning Consultant. Prior to returning to Fidelity in 2004, he worked as a Financial Advisor at Charles Schwab from 2002 to 2004. His experience spans financial planning and consulting, leveraging his long tenure in the industry to partner with clients and develop customized financial plans. Jeff holds a California Insurance License and focuses on helping clients pursue their financial goals and dreams through a holistic approach. Outside of his professional career, Jeff is married with three children. He is active in his sons' activities, including participating in Boy Scouts and attending football and track events. The family often visits their daughter at Miami University. Jeff's personal interests include fitness, hiking, reading, and volunteering.

Michael Pavelko is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has prior experience at Morgan Stanley and Uber. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Fallyn Stephens is currently serving as a Branch Leader at Fidelity Investments, a role she has held since 2026. In this capacity, she works with advisors to help them leverage the right resources to provide the standards of care to all clients they meet with. Prior to this role, she was a Branch Manager at Fidelity Investments from 2026 to the present, and before that, she worked as a Financial Consultant at Fidelity Investments from 2023 to 2026. Earlier in her career, Fallyn was a Financial Advisor at Ameriprise Financial from 2021 to 2023. Fallyn's professional experience spans multiple roles within the financial services industry, focusing on supporting advisors and delivering client services. Outside of her professional duties, she has personal interests in fitness and traveling.

Richard Elkhatib is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 12 years of industry experience. He has been with J.P. Morgan Securities LLC since 2016. 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 an ESG eligibility framework to support its Institutional Consulting Services program.

Kristin Steele is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. She has been with JPMorgan Chase Bank, N.A. since 2008 and joined J.P. Morgan Securities in 2025. 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 an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis by a select group of Wealth Advisors.

Joel Railsback is a financial advisor with Ameriprise in Columbus, Ohio, holding 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008, with a brief interruption in 2018. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools with advisor input to deliver tailored retirement planning solutions.

Taylor Voris is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on comprehensive, goal-based financial planning without discretionary trading authority. Their approach includes holistic analyses and the option to combine planning with managed accounts under a consolidated billing system called “WealthPlan.”

Patricia Moon is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 credentials and 28 years of industry experience. She 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 advisory services alongside affiliated brokerage and investment management capabilities.