Thomas Cunningham is a financial advisor with Primerica Advisors in Pickerington, Ohio, holding a Series 63 designation and 23 years of industry experience. He has been associated with PFS Investments Inc and Primerica Financial Services since 2002. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-driven strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Michael Evans is a CFP® professional with 14 years of industry experience. He currently works at LPL Financial and has previously held roles at GWN Securities, Wells Fargo Clearing, Edelman Financial Services, and Primerica Advisors. Between 2015 and 2021, he took time away from the industry as a stay-at-home dad. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services delivered through a network of investment adviser representatives using strategic, tactical, and customized investment approaches.

Charles Amadio is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Morgan Stanley and Morgan Stanley Services Group Inc. Outside of finance, he assists his son with a small landscaping business, performing general labor tasks. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective Wealth Advisor program focused on written asset allocation advice, investment manager searches, and customized performance reporting.

Thomas Brudzinski is a financial advisor with MassMutual Investors Services in Dublin, Ohio. He holds a Series 63 designation and has 29 years of industry experience. His prior work experience includes five years with D.A. Davidson & Co. Outside of his advisory role, he is also licensed as an insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations for clients.

Kevin O’hare is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various educational roles, including positions at Greene County Education Service Center and Beavercreek City Schools, as well as with the University of Oregon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Connie Dennis is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior experience includes 21 years at UBS Financial Services, Inc., two years at Wells Fargo Clearing, and four years at Prudential Equity Group, LLC. She is a co-trustee and beneficiary of two family trusts and is affiliated with Alpha Delta Pi. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm combines advisory services with other financial products and referral channels, employing various compensation arrangements.

Marcia Herr is a Series 66-licensed financial advisor with Edward Jones in Columbus, OH. She has a total of 15 years of experience with Edward Jones, spanning from 2011 to the present. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including wrap fee programs and separately managed accounts, supported by a large network of financial advisors and branch offices nationwide.

Steven Wallis is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and 65 licenses and 18 years of industry experience. He has worked with JPMorgan Chase Bank, NA and J.P. Morgan Securities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with an ESG eligibility framework, supported by affiliates that offer implementation and portfolio services.

Daniel Sheets is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and with 12 years of industry experience. His career includes roles at Morgan Stanley and Mass Mutual Investors Services prior to joining J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates an ESG eligibility framework.

Elijah Collier is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses with two years of industry experience. He has worked at J.P. Morgan Securities since 2022 and concurrently at JPMorgan Chase Bank, N.A. since 2020. Prior to this, he worked at Kroger from 2016 to 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research with forward-looking capital market assumptions to build model allocations and incorporates derivatives and commodities capabilities.

Julie Wilsey is a Series 66 licensed financial advisor at Merrill with 14 years of industry experience. She has been with Merrill since 2007 and has also worked at Bank of America, N.A. since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Clarissa Locke is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 10 years of industry experience. She has been with JPMorgan Securities LLC since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm combines quantitative and qualitative research to build model asset allocations and incorporates ESG criteria within its recommended strategies.

Thomas Cox is a Financial Consultant at Fidelity Investments. He collaborates with clients to develop strategies aligned with their unique financial goals. Thomas has been with Fidelity for over 15 years, contributing in various roles including Investment Consultant, Workplace Planning Consultant, High Net Worth Associate, and Financial Service Representative. He holds a Certified Financial Planning certificate, a Master of Business Administration from the University of Cincinnati, and Life and Health Insurance licenses. Thomas combines his extensive experience and credentials to provide comprehensive financial consulting services. Outside of his professional role, Thomas is a father of two and has been married for eight years. His personal interests include fitness, football, hiking, parenthood, running, and soccer.

Jacob Thiem is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 63 designation and previously worked at Tri-County Assurance, Education At Work, Wilfert Electric, and served seven years with the Department of the Army. Outside of his advisory role, he is a notary public and provides tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Brian Austria is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 credential and ten years of experience. He has been with Ameriprise and its affiliated entities since 2016. Outside of his advisory role, he is involved in managing his Ameriprise business through owned LLCs that serve as the operating structure for his practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Douglas Young is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Primerica since 1992 and previously served in the Village of Hartford from 2013 to 2017. Outside of his advisory role, he works as an independent contractor for 3M Cogent, Inc. and receives compensation for part-time referrals related to home security and automation products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure while overseeing portfolio implementation through BNY Mellon Advisors.

Thomas Morris is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He has been with J.P. Morgan Securities since 2014 and previously worked at Morgan Stanley from 2012 to 2014. He holds the Series 63 and Series 66 designations and is based in Columbus, OH. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

David Deberry II is a financial advisor with Primerica Advisors in Columbus, OH, holding a Series 63 designation and 13 years of industry experience. His career includes roles at Lima City Schools and long-term affiliations with PFS Investments Inc. and Primerica Financial Services. Outside of advising, he is a partner in Keys To Black Wealth, LLC, a non-investment business, and operates Deberry Enterprise, LLC for Primerica-related activities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a wrap-fee solution distinct from institutional plan management.

Carla Roberson is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with four years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning arrangements.

Curtis Steube is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor client plans and provides both fiduciary financial planning and capital markets services.