Krista Cavalieri is a Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2022. She is a Certified Financial Planning™ professional committed to guiding clients through important financial decisions with clarity and compassion. Krista's approach emphasizes understanding personal dreams and unique journeys to help clients pursue their financial goals. Her professional experience includes roles as a Money Coach at Ellevest from 2021 to 2022, an Associate Wealth Manager at Budros, Ruhlin, & Roe from 2019 to 2020, and Owner & Lead Advisor at Evolve Capital from 2016 to 2019. This diverse background contributes to her expertise in wealth planning and financial coaching. Outside of her professional work, Krista enjoys activities such as spending time at the beach, cooking and baking, family activities, parenthood, puzzles, and reading.

Jessica Moore is a financial advisor with Merrill in Columbus, OH, holding a Series 66 designation and 5 years of industry experience. She has been with Merrill since 2011. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates its investment services with Bank of America’s broader platform, providing access to a wide range of products and services.

Chelsea Benninger is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 65 and Series 63 credentials and has previously worked at Northwestern Mutual in various capacities from 2012 to 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment approach that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Janet Gabel is a financial advisor with Ameriprise in Pickerington, Ohio, holding a Series 63 designation and 26 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income plans, primarily for clients with assets managed within Ameriprise.

Cary Hanosek serves as a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 25 years of experience guiding individuals, families, businesses, and nonprofits. Her expertise encompasses impact investing, social enterprises, Environmental, Social, and Governance (ESG) strategies, and philanthropic planning. Cary also focuses on areas such as college education planning, divorce transition planning, family wealth management strategies, and liquidity management. She previously worked on the Huntington Investments Trading Floor and with Huntington's Private Bank investment team prior to joining Merrill in 2000. Cary holds a Bachelor's degree in Economics from The University of Virginia and has earned multiple professional designations including CERTIFIED FINANCIAL PLANNER®, Chartered Advisor in Philanthropy®, Certified Exit Planning Advisor (CEPA®), Chartered Retirement Planning Counselor™, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is recognized as a Smart Women Awards Finalist for the Progressive Entrepreneur Award in 2015 and received the Springfield City Schools Alumni of Distinction Award in 2020. Outside of her professional work, Cary is involved in community organizations such as the Women Presidents' Organization (WPO), Entrepreneurs' Organization (EO), and has served as Chair of the YWCA of Columbus Endowment Board. She has co-founded The Merrill Bull Run, which has raised significant funds for Nationwide Children's Hospital, volunteers at her church, and provides counseling to families affected by pediatric epilepsy. Cary enjoys running, reading, watching documentaries, supporting her children's activities, and advocates for people with disabilities through her Adaptive Apparel line inspired by her youngest daughter. She resides in Upper Arlington with her husband and two daughters.

Michelle Voyer is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of her advisory work, she is a self-published poetry author. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services for both individual and institutional clients, managing approximately $2.74 trillion in client assets and employing structured planning tools to model outcomes.

Nicole Reehil is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 1999. She also has 15 years of experience at Bank of America, N.A. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and corporate fiduciaries. The firm integrates with Bank of America’s platform, providing access to a wide range of products and financial services.

Steven Harrell is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with Wright-Patt Credit Union and CUSO Financial Services, L.P. Harrell is also involved with WPCU Retirement Solutions, a business related to his LPL activities. LPL Financial serves individuals, retirement plans, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party models.

Renaldo Beltran is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. He has been with JPMorgan Securities LLC since 2013. 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 large institutional advisory operations with brokerage and investment management capabilities.

Scott North is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, following roles in logistics, construction, and accounting firms. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, incorporating proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is known for its advisory roles with registered investment companies and use of systematic methodologies in building model portfolios.

Aaron Gonzalez is a financial advisor with Ameriprise in Canal Winchester, Ohio. He holds a Series 66 designation and has been with Ameriprise since 2021. Prior to his advisory role, he worked at Verizon from 2017 to 2021 and was a student from 2005 to 2017. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Austin Fisher is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, he worked at Rocky Brands Inc from 2021 to 2023 and was employed at the University of Toledo from 2016 to 2020. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research from internal and third-party sources.

Steven Muller is a financial advisor at Merrill with Series 65 and Series 63 licenses and 27 years of industry experience. He worked at Nationwide Investment Services Corporation for 26 years before joining Merrill in 2024. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Tiffany Watt is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, she worked for over a decade at ESC/Big Walnut Schools. She is based in Columbus, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support financial outcomes.

Chris Fales is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities LLC since 2015. J.P. Morgan Securities 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 incorporating ESG criteria in its investment recommendations.

Jered Seibert is a Financial Consultant at the Columbus Investor Center, where he assists the Central Ohio community in building and implementing holistic, goal-based, customized financial plans aimed at providing peace of mind through financial security. He has been with Fidelity Investments since 2022, holding various roles including Financial Consultant, Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to his tenure at Fidelity Investments, Jered held several regional leadership roles in the financial services industry. These positions include Regional Vice President at Transamerica Capital, Inc., New York Life Distributors, LLC., and Summit Alliance Securities, LLC., as well as Regional Marketing Director at Hartford Life, LLC. His extensive experience spans over a decade in financial consulting and leadership. Outside of his professional career, Jered has interests in fitness, lake activities, music, pets, traveling, and yoga.

Benjamin Hauge is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, J.P. Morgan Securities, and First Republic Investment Management. His career also includes six years at Ohio University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

John Hill is a financial advisor at LPL Enterprise with four years of industry experience and a Series 66 designation. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Shane Morrison is a CFP® with 32 years of industry experience, currently serving at J.P. Morgan Securities. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019, and previously at Morgan Stanley from 2016 to 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Jeffrey Danziger is a CFP® with 17 years of experience in financial advising, currently with Edward Jones in Columbus, OH. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.