Jesse Troike is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in customized personal wealth management and investment planning. Since joining Merrill in 2017, he has focused on areas including employee benefits planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Jesse earned a Bachelor's Degree in Accounting and Pre-Law from Ohio University. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes building strong relationships with clients to fully understand their needs and develop personalized financial strategies that align with their long-term goals. Jesse also seeks to educate his clients in navigating the evolving global market to maximize their financial potential. Outside of his professional role, Jesse enjoys adventure sports, golfing, hiking, hunting, running, and watching movies. He often spends his weekends engaging in these activities and spending time with family and friends.

Stephen Mangum is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been a principal since joining in 2003. He specializes in crafting risk-managed financial and retirement strategies for clients and believes in providing simple explanations for recommendations regardless of their complexity. Steve has been recognized on the Forbes Best-in-State Wealth Advisors list from 2019 through 2026. Additionally, he travels nationwide to train new Merrill advisors on practice management strategies and speaks to new employees about transitioning into financial services. Steve holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. He earned a Bachelor's degree in Economics from The Ohio State University and an Associate's degree from Salt Lake Community College, where he also played baseball. Originally from Upper Arlington, Ohio, Steve resides in Dublin, Ohio, with his wife Aubrey and their four daughters. Outside of his professional career, Steve is involved in coaching his daughters in soccer and enjoys watching them participate in basketball, swimming, dance, and golf. He supports Ohio State University's sports teams, a connection strengthened by his father's 30-year tenure teaching at the Fisher College of Business. Steve is active in his church and has coached high school baseball.

Grant Van Winkle is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their financial goals and develop personalized investment strategies. He provides advice on a range of financial matters including investing, retirement planning, and preparing for unexpected expenses. Additionally, he facilitates access to banking and lending services through Bank of America. Grant holds a Bachelor's Degree from The Ohio State University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His approach emphasizes understanding what matters most to clients and their families to create strategies aligned with their financial objectives.

Samuel Lyons is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Verizon Wireless. 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 through its Wealth Advisors. The firm combines advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

John Haddow is a financial advisor with Morgan Stanley, holding a Series 63 credential and bringing 37 years of industry experience. His career includes long-term tenures at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 1995. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers its services through both direct client relationships and corporate agreements.

Nathaniel Whitaker is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 22 years of industry experience. His career includes roles at Principal Funds Distributor, WisdomTree Asset Management, Foreside Fund Services, and Nationwide Investment Services. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Ahmed Barghouty is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with four years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at Primerica and Metro PCS. Barghouty also had an academic affiliation with the University of Akron from 2014 to 2018. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

Todd Gourno is a financial advisor with Cetera, holding the CFP® designation and Series 63 license, with 19 years of industry experience. He currently works at Cetera and Three Creeks Capital Management, LLC, which he owns. Outside of advising, he owns a real estate business that purchases commercial buildings for business purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and retirement services across multiple program structures, with access to affiliated and third-party managers and over $256 billion in assets under management.

Charles Minneci is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for three years. His background also includes roles in education and retail. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with discretionary and non-discretionary strategies, tax-efficient services, and proprietary investment options.

James Hunter is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Avantax Advisory Services and Avantax Investment Services, and he is a business owner of Bodine Perry, LLC and RE Capital Group LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and technology-driven solutions.

Gwendolyn Maurer is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Jonathan Jordan is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at The Ballet Met for five years and The Washington Ballet for seventeen years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies, including Monte Carlo simulations and Secular Return Estimates.

Brian Collins is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2014. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations to deliver a range of advisory and brokerage services.

Karishma Shah is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 credential and nine years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Outside of her advisory role, she is the owner of K Shah Properties LLC, a real estate entity managing a rental condo. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

James Souslin is a financial advisor with LPL Financial based in Worthington, OH. He holds a Series 66 credential and has one year of industry experience, including work at Cadaret, Grant & Co., Inc. Outside of his advisory role, he is active as an artist and musician. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by research and multiple portfolio management strategies.

Jay Bucher is a Private Wealth Advisor with Merrill Private Wealth Management. He joined Merrill in 2015 and works with ultra-high-net-worth clients and their families to address the complex challenges and opportunities associated with substantial wealth and unique financial circumstances. Before joining Merrill, Jay began his career as a financial analyst at another financial services firm, where he conducted business valuations for mergers, acquisitions, and joint ventures. His expertise includes analyzing financial markets, identifying trends and opportunities for wealth management strategies, and assisting clients in understanding and navigating the complexities of financial markets. Jay holds a bachelor's degree in business and finance from the University of Tennessee. He has earned professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment (SE).

Nichole Kirk is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and 12 years of industry experience. She has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Angela Okoro is a financial advisor with Primerica Advisors in Worthington, OH, holding Series 63 and Series 65 licenses and two years of industry experience. She has worked with Primerica Advisors since 2023 and previously held roles at Primerica Financial Services, United Insurance Group, and other financial and educational organizations. Outside of advisory work, she is involved in sales of loan products, home security, automation products, and other home-related services through Primerica-affiliated companies. 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, using a tiered wrap fee structure and third-party asset managers for portfolio implementation.

Christopher Simpson is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC and Discover Financial Services before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jacob Altic is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He has held positions at Edelman Financial Engines and its predecessor firms since 2018, and prior to that was employed at The Prudential Insurance Company of America from 2016 to 2018. He holds the Series 63 and Series 65 licenses and is based in Columbus, OH. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary modeling with planner delivery and online tools, offering discretionary and non-discretionary management with an investment process focused on diversified model portfolios, rebalancing, and long-term orientation.