Timothy Mardas is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, allowing clients to tailor implementation through brokerage or advisory programs.

Denise Fountain is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to her current role, she worked at Huntington Bank Inc. and has been involved with Scentsy in a retail capacity. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Lori Hoefler is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 66 and Series 63 licenses and with 35 years of industry experience. She has been with Morgan Stanley Smith Barney LLC across multiple terms since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and research to support its services.

Branden Joe is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and five years of industry experience. His career includes roles at Alliance Bernstein and various healthcare companies. He serves as a board member for the Upper Arlington Education Foundation, a nonprofit supporting student initiatives beyond the school district’s budget. 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 incorporating an ESG eligibility framework in its recommendations.

Christopher Wilkin is a CFP® professional with 14 years of industry experience, currently serving at Osaic since 2023. He also holds the position of Director of Financial Planning at Vorisek Financial Corporation. Wilkin is a board member of Help I Need Transportation, a nonprofit that provides cars and car repairs to those in need in the Central Ohio area. OSAIC serves a diverse client base, including individual investors, corporations, and charitable organizations, through a broad network of advisers offering brokerage, investment advisory, and financial planning services. The firm employs asset-allocation tools and portfolio management strategies incorporating a range of investment options to meet client goals.

Kristen Mc Kelvy is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 25 years of industry experience. She has been with JPMorgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers customized advice on asset allocation, investment manager searches, and performance reporting, applying an ESG eligibility framework in its recommendations.

Larry Behum is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and bringing 15 years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2016. Outside of finance, he is an owner and partner of Labmark Exteriors, LLC, a residential construction business. J.P. Morgan Securities LLC 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 in its recommendations.

Darrin Wirhouski is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Christopher Gill is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and more than 26 years of industry experience. He has been with Cambridge since 2011, serving in advisory roles primarily through their affiliated entities. Outside of advising, Gill is a musician who performs guitar and vocals at clubs and events. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment platforms and solutions, with both discretionary and non-discretionary strategies tailored to client objectives.

Eric Bean is a financial advisor with J.P. Morgan Securities based in Columbus, OH, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, PNC Investments, and Donatos, as well as a decade at Ultrafit-USA. 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 applying an ESG eligibility framework in its recommendations.

Brent Yekisa is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at Ameriprise Financial Services LLC since 2025 and previously spent 15 years with Edward Jones. He is based in Dublin, Ohio. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Amanda Michael is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning her advisory career in 2025. Prior to entering the financial industry, she gained experience in the hospitality sector, including roles at Montgomery Inn Boathouse and Sleepy Bee Cafe. Amanda also worked at Bowling Green State University and Bishop Fenwick High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by proprietary research, model portfolios, and third-party asset managers.

Larry Queen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 48 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors and related entities since 2011. Outside of his advisory work, he is involved in property management and is a partner in a building management business in Columbus, Ohio. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions including discretionary and non-discretionary portfolio management, proprietary model strategies, and access to third-party managers.

Travis Cremeans is a financial advisor with Ameriprise in Plain City, Ohio, holding a Series 63 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns a private LLC used for tax purposes and business expenses. Ameriprise offers a retirement-income planning service primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

David Kallenberg is a financial advisor with Raymond James & Associates in Westerville, OH, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by firm research and multiple portfolio management styles.

Kanisha Mills is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. She holds Series 66 and Series 63 licenses and has three years of industry experience. Outside of her advisory role, she has worked as an employee and contractor for JSI Janitorial LLC, a janitorial services provider. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework in its recommendations.

Alec Levine is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of experience in the industry. Prior to joining J.P. Morgan Securities in 2026, he held positions at Randstad and William O Cleverly & Associates. His work history also includes roles outside the financial industry at AED Enterprises and Dewey's Pizza. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Neal Patel is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior roles include positions at Bank of America, J.P. Morgan Securities, and Coastal Equities, Inc. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Chris Bardos is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 designations and has 39 years of industry experience. He has worked at Wells Fargo Advisors Financial Network LLC since 2009 and has been involved with Ascend Advisory Group, LLC since 2001. Bardos is also a majority owner of Bardos Gibson & Reilly LLC and Bardos Financial LLC, entities related to his financial practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet net-worth thresholds and integrates advisory services with various financial product offerings and referral channels.

Gregory Zunkiewicz is a Series 66 licensed financial advisor with 14 years of industry experience, currently with Morgan Stanley in Dublin, Ohio. He previously worked at Edward Jones for 11 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is employed by The Ohio State University and serves on the finance committee of the advisory board for Short North Stage, an arts and culture organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes standardized planning tools and analysis as part of its financial planning process.