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 Series 66 licensed advisor with J.P. Morgan Securities in Columbus, OH, where she has worked for 10 years since 2016. 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.

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 five years of industry experience. He holds a Series 63 credential and has worked at LPL Financial since 2020. Prior to his current role, he was employed by Tri-County Assurance and Education At Work, and served seven years in the U.S. Army. Thiem is also a notary public and provides tax preparation services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

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 20 years of industry experience. He has been with JPMorgan Securities LLC since 2014 and 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 searches, and customized performance reporting, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Elmer Garcia II is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked within the J.P. Morgan organization since 2016, including roles at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. 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 assembling investable universes and recommending strategies.

Antoinette Bliss is a Series 66 licensed financial advisor at Morgan Stanley in Columbus, Ohio, with 15 years at the firm and four years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Thomas Yenichek is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to his current role, he worked at JPMorgan Chase Bank, N.A. He has also been involved with the Columbus Literacy Council. 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 recommendations.

Steven Shadeed is a CFP® professional with 23 years of industry experience, currently serving at Raymond James Financial in Columbus, OH. He previously worked at Brienza Financial Services for five years. He is also the owner of Shadeed Wealth Strategies, a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers non-discretionary, tailored planning and consulting, utilizing analytical tools and maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

David Smith is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley, Instacart, Uber, Lyft, UnitedHealthcare, and Management and Network Services. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Beth Radcliff is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. Outside of her advisory role, she serves as a board member and volunteer for the Make-A-Wish Foundation and contributes to the Ohio University College of Business as a board member focused on curriculum relevance. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling to support client decision-making.

Terry Rumker is a CFP® professional with 13 years of industry experience, currently serving at LPL Financial since 2019. He previously worked at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation. In addition to his advisory work, he has been teaching at Ashland University since 1989. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology-driven tools across discretionary and non-discretionary management approaches.

Stephen Rogers is a CFP® with 24 years of industry experience, currently serving at LPL Financial in Columbus, OH. His career includes multiple tenures at LPL Financial as well as roles at Voya Financial Advisors, Heartland Bank, and JCC Insurance Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and a range of portfolio strategies.

Jonathan Kokinchak is a Series 66 licensed advisor at J.P. Morgan Securities with five years of industry experience. He has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bluestone Wealth Partners, and held positions at The Ohio State University and Nike Inc. prior to his current role. 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 investment recommendations.

Cathy Clary is a financial advisor at Merrill with 28 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. Outside of her advisory role, she serves as Secretary for the Women of the Moose Chapter 354 and as Chaplin for the FOE #376 Women's Auxiliary in Delaware, Ohio, assisting with meeting documentation and organizing fundraising volunteers. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.