James Johnson is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in several business ventures, including serving as president and owner of JaDaley LLC and JaBeaux. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Cynthia Elmore is a Senior Financial Advisor with The Cenname Team at Merrill Lynch Wealth Management. She has been providing support and advisory services to the team's corporate 401(k) and executive equity compensation plans since 2000. Cynthia assists individuals, families, and corporations by offering guidance to navigate the complexities of managing wealth and capitalizing on available resources. She serves as a key client contact and coordinates strategies incorporating insights from team members and specialists across the enterprise. With over 25 years of experience, Cynthia specializes in advising executives who have accumulated wealth through equity compensation plans. Her work encompasses wealth strategy, benefits analysis, investment management, cash-flow analysis, budgeting, liability management, retirement planning, higher education savings, and charitable giving. She is knowledgeable in diversification strategies and relevant legal requirements such as Form 144, Form 4 filings, and Rule 10b5-1 transactions. Additionally, Cynthia manages relationships with corporate employee benefits clients, facilitating the development and implementation of equity compensation plans, 401(k) plans, and profit-sharing plans. Prior to joining The Cenname Team, Cynthia served as the Director of Operations at The Huntington Investment Company, where she led multiple functional areas and participated on the Investment Product Committee and Management Team. She began her financial services career in 1991 after earning a Bachelor of Science degree in Finance from Miami University in Ohio. Cynthia holds several professional designations including Chartered Retirement Planning Counselor™, Certified 401(k) Professional, and Certified Plan Fiduciary Advisor®. Outside of work, she volunteers with organizations promoting sailing education for children. Cynthia resides in Columbus with her husband and two children and enjoys activities such as golfing and sailing with her family.

Jeremy Hoepf is a financial advisor with Equitable Advisors in Worthington, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2006. Outside of advising, he is involved in the sale of group short-term disability insurance through an outside carrier. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party program sponsors to deliver customized advisory solutions.

Andrew Simms is a financial advisor at LPL Financial with 8 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial, he worked at Nationwide Investment Services Corp and Cadaret, Grant & Co., Inc. Outside of his advisory role, he is involved with AccelWell and CentricHC, which are activities unrelated to investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory solutions, including financial planning and access to third-party asset management, supported by a network of over 22,800 advisors and significant operational resources.

Anthony Di Novo is a financial advisor with Merrill in Columbus, OH, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of America, Guild Associates, and Guild Biosciences. He also has a background in education, having worked at the University of Dayton, Bishop Watterson High School, and St. Brendan Elementary. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeremy Smythe is a financial advisor with Ameriprise in Grove City, OH, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored, algorithm-supported advice primarily for clients holding assets in Ameriprise-managed accounts.

Brian Anderson serves as Resident Director and Wealth Management Advisor at Merrill. He began his financial advisory career with Wells Fargo in 1999 and joined Merrill in 2005. Brian’s approach focuses on helping clients explore their most important goals while managing risk across their financial lives through frequent conversations and personalized recommendations. As a Senior Portfolio Advisor, he provides traditional advice and builds custom investment strategies, utilizing Merrill model portfolios and third-party investment strategies, sometimes managing these on a discretionary basis within the firm's Investment Advisory Program. Brian holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., along with credentials as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He attended Denison University and earned a Bachelor’s degree from The Ohio State University. Outside of his professional work, Brian is involved in community activities, including volunteering with Habitat for Humanity and supporting UAYB Lacrosse. He resides in Upper Arlington with his wife and two children. His personal interests include adventure sports such as biking, camping, fishing, golfing, rock climbing, running marathons, scuba diving, and skiing.

Devon Dobres is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Devon held positions at ACRES Capital and Foundation Title and has also worked in various roles at The Ohio State University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Chandra Pifer is a financial advisor at OSAIC with two years of industry experience. She holds a Series 65 designation and has previously worked at Kestra Advisory Services, LLC, Russell and Company, Magee Leadership Solutions, and In The Black Financial Wellness / The Rainmakers Collective. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Monica Buckhout is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at notable firms including Morgan Stanley Private Bank and Bank of America. 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 large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Sherry Tilson is a financial advisor at Ameriprise with 19 years of industry experience and holds a Series 66 designation. She previously worked at Worthington Wealth Management and Benjamin F Edwards & Co. Tilson is also involved in healthcare research through her outside employment with Life X Research Corp, where she contributes to health-related questionnaires. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Katherine Amburgey is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Diamond Hill and JPMorgan Asset Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research with quantitative and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Howard Rudolph is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and Harrisdirect LLC. He serves as a board member and volunteer coordinator for the Easton Youth Hockey Association, a nonprofit organization. J.P. Morgan Securities LLC 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.

Philip Hemphill Jr. is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 14 years before joining Ameriprise in 2020. Outside of his advisory role, Hemphill is president and CEO of P. Randolph Financial Group, which provides investment management and practice management services, and he is involved in publishing and creating educational YouTube videos on life skills. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Adam Pusateri is a CFP® with 24 years of industry experience, currently affiliated with LPL Financial since 2021. He spent 19 years at Lincoln Financial Advisors and Lincoln National IIFE before joining LPL. Based in Columbus, OH, he is involved with Bluestone Wealth Partners, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Chengcheng Huang is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank and Cross Thread Solutions LLC. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Ryan Ristofski is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, serving previously as a Workplace Planning Consultant from 2022 to 2025 and as a Relationship Manager from 2025 to 2026. Ryan focuses on financial planning and works closely with clients to develop goal-focused plans that evolve over time. He emphasizes building lasting relationships with clients and their families based on trust and collaboration. Ryan's professional experience at Fidelity Investments encompasses various aspects of financial planning and client relationship management. Outside of his professional life, he enjoys activities such as beach outings, biking, golf, playing instruments, spending time at the lake, and running.

Jared Crowe is a financial advisor at UBS Financial Services with seven years of industry experience. He holds a Series 66 credential and has worked at several firms, including J.P. Morgan Securities, Morgan Stanley, and JPMorgan Chase. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

Destiny Manns is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and five years of industry experience. Prior to joining J.P. Morgan Securities in 2023, she worked at Morgan Stanley from 2020 to 2023 and spent seven years at Youngs Jersey Dairy. J.P. Morgan Securities 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 customized investment solutions.

Heather Powell is a Series 66 credentialed financial advisor with nine years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and was previously employed at TrueCore Federal Credit Union from 2012 to 2017. Powell is based in Columbus, Ohio. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations in its financial planning process.