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.

Dashonda Jones Goins is a financial advisor with Primerica Advisors in Dublin, OH, holding eight years of industry experience. She has worked at Primerica Advisors since 2018 and previously held positions at Amazon and CitiTrends. Outside of her advisory role, she is active as a driver for DoorDash and Amazon Flex and serves as an ambassador for QSciences. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by third parties and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Colin Parks is a financial advisor with UBS Financial Services in Columbus, Ohio, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with UBS since 2007. Outside of his advisory role, he acts as trustee for a private mortgage made from his trust to a family member. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources.

Lynn Tramontano is a CFP® professional with 19 years of experience in the financial industry. She has been with Edward Jones since 2011. Outside of her advisory work, she is a 50% partner in 1776 Patriot Properties, LLC, a real estate investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

David Macphail is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006 and has also maintained self-employed status since 1996. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and asset allocation methodologies developed by its Investment Strategy Group.

Richard Brady is a financial advisor with Cetera in Powell, Ohio, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Key Investment Services and KeyBank. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform combining affiliated and third-party managers, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.

Daniel Phillips is a financial advisor with Cambridge Investment Research Advisors, holding the Series 66 designation and 12 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Outside of advising, he serves as an assistant boys and girls swim coach at Olentangy Liberty High School. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, utilizing a range of strategies from proprietary models to third-party managers.

Andrew Saggio is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for five years before joining J.P. Morgan Securities in 2016. Outside of his advisory role, he is an independent distributor for AdvoCare International, a health and wellness company. J.P. Morgan Securities 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 delivers these services on a non-discretionary basis, combining large institutional advisory operations with additional market-facing registrations and functions.

Derek Voytovich is a CFP® with 10 years of industry experience and has been with Edward Jones since 2016. He is an investor in Zaftig Brewing Co, a brewery in Columbus, Ohio, involved in updating and expanding their taproom. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of over 23,000 financial advisors.

Alexander Fox is a Series 66-credentialed financial advisor at Morgan Stanley in Columbus, Ohio, with 10 years of industry experience. He previously worked at JPMorgan Securities LLC for seven years before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market-based modeling in its financial planning process.

John Stevens is a financial advisor with Edward Jones in Dublin, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Cardinal Health Inc. from 2014 to 2018. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Abraham Szabo is a financial advisor at Merrill in Columbus, Ohio, holding a Series 66 credential with one year of experience. His prior work history includes roles at Purdue University, Swensons Drive-In, Xavier University, and Andrews Osborne Academy. 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 individuals, high-net-worth clients, and various institutional investors.