Scott Bentley is a financial advisor with Ameriprise in Dublin, Ohio, holding a Series 66 designation and ten years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Bentley serves on the Board of Directors for Residential Options and is employed by TRLT Ventures LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Reginald Lumpkins II is a financial advisor at J.P. Morgan Securities with 3 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining J.P. Morgan Securities in 2022, he worked for JPMorgan Chase Bank, N.A. from 2015 to 2022. J.P. Morgan Securities 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.

Mary Day is a financial advisor with Morgan Stanley in Dublin, Ohio, holding a Series 66 designation and 22 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Jonathan Parsons Jr. is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. He has also worked in various capacities related to The Ohio State University and other organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

Jerry Derhodes is a financial advisor with Primerica Advisors based in Dublin, OH. He holds a Series 63 designation and has 10 years of industry experience. His career includes service with several county boards of elections and work at PFS Investments Inc. since 2016. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm primarily delivers model-based investment strategies through a large network of advisors and manages approximately $15.5 billion in assets under management.

David Needs is a financial advisor with Primerica Advisors in Galena, Ohio, holding 15 years of industry experience. He has been with Primerica Advisors since 2010 and previously worked with Primerica Financial Services starting in 2009. Outside of advisory work, he is an owner and partner of Camelad LLC, a business not related to investments. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a wrap-fee solution rather than institutional pension or profit-sharing plan management.

Brian Peters is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at The Huntington Investment Company and Huntington National Bank. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of retail and institutional investment services.

Kevin Walsh is a financial advisor with Merrill in Columbus, Ohio, holding a Series 63 credential and 41 years of industry experience. He has worked at Merrill since 2010 and Bank of America, N.A. since 2011. Walsh serves as a board member on the Cancer Support Community Central Ohio, a nonprofit providing free healthcare programming. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients, utilizing model-based and discretionary strategies developed by internal and third-party teams. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Lee is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2005 to 2024. Outside of his advisory role, Lee serves as an agent selling and servicing health insurance and is the CEO of Profitable Seminars, LLC, which provides educational seminars for advisors and potential clients. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance products through an integrated platform.

Alexis Ecker is a Financial Advisor at Merrill Lynch Wealth Management. She began her career with Merrill in 2016 as a Client Associate and transitioned to becoming a Financial Advisor, focusing on providing personalized financial strategies tailored to each client's unique circumstances. Alexis is dedicated to helping individuals and small business owners achieve their desired lifestyle and financial goals. Her expertise encompasses investment planning and wealth management, with client focus areas including college education planning, legacy planning, liquidity management, managing new wealth, retirement planning, portfolio management, small business strategies, women and wealth, and retirement income. Alexis holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Alexis earned a Bachelor's degree from The Ohio State University and has also attended the University of Cincinnati. She is involved in community activities such as the Alex Rezkalla Open, Johns Hopkins Children's Center, Mid-Ohio Foodbank, and Nationwide Children's Hospital.

Anthony Insana is a financial advisor with Equitable Advisors in Powell, Ohio, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002, previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he is the owner and sole proprietor of Insana Properties, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Michael Koehler is a financial advisor with Primerica Advisors in Columbus, OH, holding a Series 63 designation and 34 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1991 and previously worked at Diamond Mowers, Inc. and Blue Diamond Attachments. Outside of advising, he operates a self-employed business under the name Results by Mike. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with trading and implementation services delegated to BNY Mellon Advisors.

Michael Elsner is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2001, he has served clients by delivering financial guidance rooted in integrity and sincerity. Michael takes a holistic, planning-based approach that emphasizes understanding each client’s unique goals, concerns, and family dynamics. He regularly communicates with multiple generations within client families, including spouses, grown children, and elderly parents, to provide coordinated wealth management strategies. Michael’s expertise includes retirement planning, legacy planning, tax minimization, socially responsible and values-based investing, special needs planning, and education funding. He works with individuals such as business owners, corporate executives, physicians, and attorneys to address complex financial challenges. Michael holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential. He graduated from The Ohio State University Max M. Fisher College of Business with a Bachelor of Science in Business Administration degree in Finance. Outside of his professional work, Michael resides in Upper Arlington, Ohio, with his wife and three children. He is involved in his community through coaching youth sports and participating in Cub Scouts. His personal interests include baseball, biking, cooking, golfing, music, running, spending time with family, and tennis.

Devin Rice is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and five years of industry experience. His background includes service in the Air Force and roles in both JPMorgan Chase Bank and J.P. Morgan Securities. 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 guide investment recommendations.

Robert Jobe is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He previously worked at Equitable Financial Life Insurance Co and Equitable Advisors, and has held roles in education and local government. 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.

Orrin Nordstrom is a financial advisor with Edward Jones in Westerville, OH. He holds a Series 66 designation and has 19 years of industry experience. Prior to joining Edward Jones in 2024, he worked at J.P. Morgan Securities for 14 years and has been associated with Kohl, LLC since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kaleb Kemper is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Advisors and work outside the financial industry, including at Giant Eagle and School of Rock - Dublin. 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 in its investment approach.

Drew Witchousky is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior work includes roles at J.P. Morgan Securities, Bluestone Wealth Partners, Lincoln Financial Advisors, and Nationwide. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by model portfolios, research, and technology-based solutions.

William Montgomery is a financial advisor at OSAIC with 35 years of industry experience. He holds the Series 63 designation and has previously worked at Woodbury Financial Services, Cetera Advisor Networks, and Vantage Financial Group. He also operates Wealth Management Solutions, LLC, a financial services business based in Columbus, Ohio. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, including financial planning and access to third-party money managers. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary account management.

Sandra Dixon is a financial advisor at Robert Baird & Co. with 28 years of industry experience. She has been with Robert Baird & Co. since 1999. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, using a combination of in-house and third-party managers across a range of investment strategies and account types.