Nathan Smith is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has over a decade of experience in financial advising, having previously worked as a Private Client Advisor at JPMorgan Securities from 2018 to 2021, a Financial Consultant at TD Ameritrade in 2018, and an Investment Consultant at Scottrade, Inc from 2008 to 2018. Nathan specializes in creating customized investment and financial planning strategies tailored to his clients' specific goals. He emphasizes clear communication to ensure clients understand complex investment approaches and feel confident in their financial plans. Outside of his professional work, Nathan is married to a physician and has two sons. His personal interests include baseball, football, fitness, reading, and family activities.

Brian Truckly is a Wealth Management Advisor and co-lead of The Truckly Group, a family-office style team with Merrill Lynch Wealth Management in Columbus, Ohio. He works closely with medical practitioners, entrepreneurs, and multi-generational families, guiding them through various phases of wealth management. Brian emphasizes listening to his clients to understand what matters most to them, which forms the basis for creating personalized wealth strategies that aim to simplify finances and enhance understanding. With eight years of experience at Merrill Lynch, Brian specializes in areas including generational wealth transfers, tax minimization, business succession strategies, healthcare in retirement, charitable giving, and equity compensation. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and additional professional designations, maintaining a fiduciary standard and code of ethics in his advisory role. Brian and his senior partner were named to the Forbes "Best-in-State Wealth Management Teams" list in 2024. He also contributes as a speaker to next-generation financial advisors and university graduates. Brian grew up in Dublin, Ohio and earned a Bachelor's degree in Consumer & Family Financial Services from The Ohio State University. He resides in Grandview Heights and participates in philanthropic efforts within the community. His personal interests include golfing, pickleball, attending concerts, supporting the Buckeyes and Pittsburgh Steelers, and traveling with family and friends.

Steve Stofflet is a Series 66-licensed financial advisor with J.P. Morgan Securities in Columbus, OH, bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank since 2005, with a brief tenure at Merrill in 2004-2005. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and includes specialized capabilities in derivatives and commodities through its broader regulatory registrations.

Alison Lehman is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Stifel Nicolaus & Co Inc and UBS Financial Services Inc. She is based in Dublin, Ohio. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Brian Caudill is a financial advisor with Charles Schwab, holding a Series 66 designation and 18 years of industry experience. He has worked at Charles Schwab since 2008 and was with Charles Schwab Bank, SSB from 2012 to 2026. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with access to alternative investments and centralized operational support.

Dean Koller is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and over 35 years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2023 and previously spent 22 years at Valic Financial Advisors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses across various financial topics without including implementation, combining planning with managed-account services under a consolidated billing system called WealthPlan.

Andrew Little is a financial advisor with Edward Jones in Columbus, OH, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked in education roles at various local schools and universities from 2010 to 2020 and briefly at Menards Inc. in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Melissa Hampton is a financial advisor at Merrill with a Series 66 designation and experience at Wells Fargo and Promedica prior to joining her current firm. She has been in the industry since 2019 and is based in Columbus, Ohio. 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 investment strategies for a variety of individual and institutional clients.

Eric Freeman is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 designations with 17 years of industry experience. His prior roles include a long tenure at Morgan Stanley and a brief period at Target. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Craig Clifton is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding ten years of industry experience. He has worked with MetLife Securities and Massachusetts Mutual Life Insurance Company prior to his current role. Outside of advising, he serves as a machine judge assisting electors with voting machines and also works as an independent insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses collaborative annual planning with firm-approved software tools and offers specialized programs including divorce planning and event-driven services for estate settlement and employer sponsorship.

Karen Mayet Velasco is a financial advisor at Morgan Stanley with four years of industry experience. She holds Series 66 and Series 63 licenses and has been with Morgan Stanley Smith Barney LLC since 2021. Prior to joining Morgan Stanley, she spent a year at Broadway Pub. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved tools to develop financial plans.

Jonathan Gerschman is a financial advisor with Equitable Advisors in Worthington, OH, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he owned a restaurant, Brio Tuscan Grill, from 2010 to 2022. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models and third-party asset managers while providing ERISA fiduciary services through credentialed representatives.

Beverly Taite is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 25 years of industry experience. Her career includes roles at Huntington Investment Company and PNC Investments. She also spent two years as a family caregiver. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable clients, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Geoffrey Strohn is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, including prior roles at JP Morgan Chase Bank and Chase Investment Services Corp, as well as Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Christopher Gallaugher is a financial advisor with Ameriprise in Pickerington, Ohio, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as President of the Pickerington Community Theatre Board of Directors. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Mark Wakeland is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Huntington Investment Company, Wesbanco Securities, PNC Investments, JP Morgan, Merrill, and Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jamila Hassan is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with a brief tenure at Galinsom LLC from 2021 to 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research and offers broader derivatives and commodities capabilities.

Michael Marcano is a financial advisor at Edward Jones in Dublin, OH, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households at various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elizabeth Barger is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 credential and two years of industry experience. Her prior work includes ten years at Morgan Stanley and one year with Morgan Stanley Services Group Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized 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.

Phil Canady is a financial advisor with Raymond James Financial in Columbus, OH, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Raymond James Financial since 2009 and is also involved as an officer and partner in Research Management, Inc., an accounting business he has operated since 1995. 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, corporations, and institutional investors. The firm employs a non-discretionary planning approach using risk profiling and analytical modeling and uniquely supports municipal and public finance through an affiliated municipal advisor.