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.

Ketan Parekh is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993 and also owns an online store selling health products. Additionally, he volunteers as a parent at Our Lady of the Elms school. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model‑delivery strategies and a limited number of discretionary separately managed accounts primarily for individual and high‑net‑worth clients. The firm curates third‑party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

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.

Sydney Fling is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with under one year of industry experience. Prior to joining Morgan Stanley, Fling worked at Beer Barrel and has experience connected to Miami University and community center involvement. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Charles Jarrett is a Private Wealth Advisor at Merrill Private Wealth Management, specializing in working with business owners, corporate executives, and multi-generational families to address complex wealth-management needs and life transitions. He is part of the Cenname Team, a nationally recognized group within Merrill, which focuses on helping clients improve, protect, and simplify their business and personal financial lives. With decades of practical experience, Charles offers problem-solving skills and an intimate knowledge of best practices tailored to the distinctive circumstances of his clients. Charles advises business owners through multiple phases of their business lifecycles, aligning their business, personal, and financial goals to enhance the transferable value of their businesses and prepare for potential transitions. He also works extensively with senior executives managing concentrated or restricted stock positions, collaborating with clients' other advisors to foster thorough and coordinated strategies. His areas of expertise include corporate executive services, family wealth management strategies, employee benefits planning, tax minimization, and retirement income planning. Charles holds a Bachelor's degree in Business Administration from Georgia State University, earned in 1981. He has obtained multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Private Wealth Advisor (CPWA), Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). He is a member of several professional organizations and is involved in philanthropic activities with various community foundations and organizations. His personal interests include fishing, hiking, and traveling.

Kristen Sydney is a financial advisor with OSAIC in Columbus, Ohio, holding a Series 63 designation and bringing 48 years of industry experience. She has worked at Lincoln National Life and Lincoln Financial Advisors Corporation for over 27 years before joining OSAIC. Outside of her advisory role, she serves on the board of the Harry C. Moores Foundation, where she reviews grant summaries and participates in foundation decision-making. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various tools such as asset-allocation models and risk assessments to construct portfolios, while supporting multiple advisory platforms and third-party managed account solutions.

Victor Zancudo is a financial advisor with Primerica Advisors in Grove City, OH, holding 12 years of industry experience. He has worked with PFS Investments Inc. since 2013 and with Primerica Financial Services since 2012. Outside of his advisory work, he is a self-employed musician, serving as the lead singer and guitarist for a band. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Audrey Tuckerman is a Managing Director and Private Wealth Advisor with Merrill Private Wealth Management. She works closely with high-net-worth individuals, families, and institutions, helping them think strategically about their wealth and expedite a path to their financial priorities. Audrey advises families with complex financial lives, assisting CEOs, CFOs, and other executives in managing compensation, investments, trust and estate planning, banking, lending, and philanthropy. She also advises successful female executives and affluent women navigating significant career and family transitions. With over 25 years of experience, Audrey specializes in guiding clients through complex financial transitions, including divorce, inheritance, and leadership succession. She began her career in investment banking in New York City and graduated from Tulane University. Audrey combines technical expertise with clear communication to help clients focus on their personal and professional goals. Audrey is actively involved in her community, having served as Chair of the Jewish Columbus Board of Trustees and on the boards of the Center for Family Safety and Healing, The Columbus Academy, and United Way of Central Ohio. She also supports the YWCA Family Center and contributes to nonprofit organizations through leadership and service. Audrey lives in Bexley, Ohio, and enjoys golfing, pickleball, reading, running, skiing, and yoga.

Jason Shaw is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at J.P. Morgan Securities and involvement with Three Nails to Freedom MC and Old Jocko Brand. Outside of finance, he serves as an independent pastor in Lancaster, Ohio, officiating weddings and funerals. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers.

Kathleen Lach is a financial advisor at Morgan Stanley with 26 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously spent 13 years at UBS Financial Services. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a variety of advisory programs including personalized financial planning supported by a structured discovery process and firm-approved tools.

Noah Webb is a financial advisor at Fidelity with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at JPMorgan Chase, The Home Depot, and Walmart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Ryan Alge is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 credential and 13 years of industry experience. He has been associated with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. Outside of his advisory role, Alge is involved in property management through ownership and leasing operations at Arch City Properties, LLC and Arch City Properties Inc. 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 integrates ESG criteria when recommending investment strategies.