Richard Elkhatib is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. He has been with J.P. Morgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Kristin Steele is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. She has been with JPMorgan Chase Bank, N.A. since 2008 and joined J.P. Morgan Securities in 2025. 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 an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis by a select group of Wealth Advisors.

Joel Railsback is a financial advisor with Ameriprise in Columbus, Ohio, holding 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008, with a brief interruption in 2018. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools with advisor input to deliver tailored retirement planning solutions.

Taylor Voris is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on comprehensive, goal-based financial planning without discretionary trading authority. Their approach includes holistic analyses and the option to combine planning with managed accounts under a consolidated billing system called “WealthPlan.”

Patricia Moon is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with J.P. Morgan Securities since 2012. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Ben Shrider is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he is named as the Statutory Agent for a family-owned LLC, JS SLP, LLC, though he has no day-to-day responsibilities there. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Sangalli is a financial advisor with Ameriprise Financial Services in Columbus, OH, holding a Series 66 designation and eight years of industry experience. His career includes roles at Ameriprise since 2017 and prior positions at The Ohio State University, Hamilton Capital Management, and Sheraton Hotel. Outside his advisory work, he owns Scran Holdings LLC, through which he manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies. The firm’s approach includes a centralized team producing recommendation reports and ongoing advice, leveraging proprietary investment research and third-party data.

Linda Krelko is a financial advisor with Primerica Advisors in Dublin, OH, holding a Series 63 designation and 12 years of industry experience. She has worked at Primerica Advisors since 2013 and was previously employed by Columbus City Schools for 20 years. Outside of advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides 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 uses a tiered wrap fee structure for its services.

Grant Hiatt is a financial advisor with Ameriprise in Worthington, OH, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Ameriprise, he worked at FedEx Ground and was involved in education at The Ohio State University - Mansfield and Shelby City Schools. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendations and ongoing planning advice focused on retirement income strategies.

Ronald Larry is a financial advisor with Equitable Advisors in Worthington, OH, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at The Columbus Academy, Uber, Lyft, Bird, and The Ohio State University. He has also been involved with The Graham/Charles School for over a decade. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers to offer diversified advisory programs.

John Reymann is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients with at least $1,000,000 in net investable assets and $500,000 in Ameriprise-managed accounts, delivering non-discretionary, research-based recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Andrew Cuprisin is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing Services LLC from 2017 to 2023 and Morgan Stanley from 2010 to 2017. Cuprisin is involved in private wealth management through a part ownership in Tri-Oak Financial, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.

Daniel Gardiner is a financial advisor with Fisher Investments in Dublin, Ohio, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Cetera and Meeder Investment Management. Outside of advisory work, he owns Gardiners House Rentals LLC, which operates as an Airbnb host. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management with a centralized investment process that combines quantitative and qualitative analysis. The firm provides sub-advisory and retirement plan services, managing diversified portfolios across multiple asset classes.

Shannon Borton is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo in 2026, Shannon worked at UBS Financial Services Inc for five years. Outside of advising, Shannon occasionally provides dog and house sitting services for family friends. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm’s planning services cover areas such as retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored recommendations for clients.

Kathleen Martin is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 21 years of industry experience. She has been with J.P. Morgan Securities since 2012. 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 searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Thomas Jagels is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2016, following three years at UBS Financial Services. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Joshua Nalli is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise since 2009 and operates TTD Partners LLC, a sole proprietorship that supports his financial planning practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Jodi Graney is a financial advisor with UBS Financial Services in Columbus, Ohio, holding a Series 63 designation and bringing 22 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she is involved as a multi-member partner in a real estate partnership focused on owning and renting residential properties. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial solutions.

James Knox is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2016, following nine years at JPMorgan Chase Bank, N.A. He is based in Columbus, Ohio. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Clinton Helmbrecht is a CFP® with 19 years of industry experience, currently affiliated with Cetera in Columbus, OH. He has held roles at Cetera Advisors LLC since 2013 and operates his own financial services firm, Helmbrecht Wealth Management. Outside of advisory work, he is involved in office expense and tax management through Helmbrecht Investment Management and sells fixed insurance products, including life and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to various third-party and affiliated investment strategies.