Evan Shvach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2014 and focuses on relationship and wealth management for his team’s clients. Evan provides a comprehensive approach to managing wealth that begins with understanding each client’s priorities and goals, delivering personalized financial strategies tailored to their needs. He offers access to both Merrill’s investment insights and Bank of America’s banking services to address various aspects of clients’ financial lives. Evan’s areas of expertise include college education planning, employee benefits planning, executive compensation, managing new wealth, personal retirement planning, portfolio management, and retirement income. He holds a Bachelor of Science in Finance from The Ohio State University, earned in 2016, and holds the Personal Investment Advisor (PIA) designation. Evan and his wife reside in Pickerington, Ohio. Outside of work, his interests include basketball, cooking, football, golfing, ice hockey, volleyball, and spending time with his family.

James Johnson is a financial advisor with OSAIC in Columbus, Ohio, holding a Series 63 designation and 10 years of industry experience. He previously worked for Lincoln Financial Advisors for 10 years and has four years of experience at Lifetime Fitness. Outside of his advisory role, he is also an insurance agent offering fixed and indexed annuities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, providing integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs.

Edward Kindler III is a financial advisor with LPL Financial in Upper Arlington, OH, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at PNC Investments, LLC and Cambridge Investment Research, Inc. He is also affiliated with Retirement Plan Advisors LLC and works as an insurance and benefits agent. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary portfolio management and a variety of investment strategies.

Laura Linkinhoker is a financial advisor at Morgan Stanley in Columbus, OH, with 11 years of industry experience. She holds a Series 66 designation and worked at UBS Financial Services for six years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and models to support client decision-making.

Devin Mullane is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, Mullane owns Flowstate Art Studio, where he sells artwork online and donates a portion of the profits. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Cheryl Mccue is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She previously worked at The PNC Financial Services Group for 28 years and has been associated with J.P. Morgan Securities since 2025. Outside of her advisory work, she tutors early learners through Kumon and operates a small e-commerce business selling various items on eBay. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver comprehensive advisory and brokerage services.

Matthew Lee is a financial advisor at LPL Financial in Columbus, Ohio, holding Series 63 and Series 66 licenses with 32 years of industry experience. His prior roles include positions at KEMBA Financial Credit Union and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Zachary Sieverts is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked at Miami University and Atwood Lake Boats. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Gregory Thompson is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, previously working at JPMorgan Chase Bank, N.A. since 2021. J.P. Morgan Securities LLC 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Ashley Hill is a financial advisor at Morgan Stanley with 13 years of industry experience. She has held roles at Morgan Stanley and its Private Bank since 2019 and previously worked at NISC from 2013 to 2017. Hill holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Eric Koller is a financial advisor with Ameriprise in Pataskala, OH, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its predecessor firms since 1997. Outside of his advisory role, he serves as president of the Street Elite Corvette Club. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm offers a broad range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that combines research, modeling, and tax-efficiency analysis to generate tailored recommendations.

Christopher Rhorer is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and previously worked at NYLIFE Securities LLC and New York Life Insurance Co. before joining J.P. Morgan in 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm delivers non-discretionary services through a select group of Wealth Advisors.

Lee Schockling is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with four years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and First Commonwealth Bank. He also worked at Muirfield Village Golf Club and Vineyard Vines earlier in his career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, and it manages approximately $2.74 trillion in client assets.

Conor Flanagan is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing 20 years of experience in the financial services industry. He joined Merrill in 2015 and focuses on providing clients with customized financial strategies tailored to their personal goals. Conor's expertise includes education planning, employee benefits planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Bachelor's Degree from Bowling Green State University and completed the Accelerated CFP® course at The Ohio State University. He is a CERTIFIED FINANCIAL PLANNER™ certificant and also holds the Chartered Financial Consultant® certification, as well as the Personal Investment Advisor (PIA) designation. Outside of his professional work, Conor engages in golfing, reading, running, soccer, tennis, and spending time with his family. He works one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals.

Nathanial Ott is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and 9 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and strategies to support client goals.

Allen Meyer is a financial advisor with Edward Jones in Gahanna, Ohio, holding a Series 63 credential and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of finance, he is an operating partner and treasurer for a restaurant business in Athens, Ohio, where he has taken on increased management responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices.

Jhana Rae Cole is a financial advisor with J.P. Morgan Securities LLC in Columbus, Ohio. She holds a Series 66 designation and has five years of industry experience, including roles at Morgan Stanley and E*TRADE Securities. Outside of her advisory work, she is involved in event services, providing dessert table setups for various occasions. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services focused on asset allocation, manager searches, and customized performance reporting. The firm’s approach includes quantitative modeling and centralized due diligence, incorporating ESG criteria in its investment recommendations.

Ethan De Naeyer is a financial advisor with J.P. Morgan Securities in Columbus, OH. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2025. Prior to that, he held roles at RBC, UBS, and various other organizations. J.P. Morgan Securities LLC 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 institutional advisory services with brokerage and investment management capabilities.

Shivjinder Dhillon is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Cambridge Investment Research Advisors and NEO Partners LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to a broad range of brokerage and insurance products through an integrated advisory and brokerage platform.

Keith Yates is a financial advisor with Ameriprise in Powell, OH, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized planning, with a centralized team supporting advisors and a process that incorporates algorithmic automation overseen by a Retirement Income Oversight Committee.