Katherine Festa is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley and JPMorgan Chase Bank, N.A. before joining her current firm. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Katherine Taylor is a financial advisor at Ameriprise in Columbus, Ohio, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Shade on the Canal, Ohio University, and Teays Valley High School. She also holds a real estate license. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies to generate tailored recommendations delivered through a centralized consulting team.

Kirk Venderlic is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. His career includes seven years with JPMorgan Chase Bank, N.A. prior to his current role. 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 applies an ESG eligibility framework when recommending strategies.

Michael Barrett is a financial advisor at OSAIC with 30 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 29 years before joining OSAIC in 2025. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.

Janice Massey is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and over 33 years of industry experience. She has been with Primerica Advisors since 1992 and has operated Massey's Financial Services since 1989. In addition to her advisory role, she is involved in the sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan services.

Kevin Mayer is a financial advisor with Raymond James & Associates in Columbus, OH, holding a Series 66 designation and six years of industry experience. Before joining Raymond James in 2020, he worked at Essentra Components for 12 years and spent a year as a homemaker. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary consulting, and institutional fiduciary services supported by a broad network of advisers and affiliated research.

Ryan Froman is a financial advisor at LPL Enterprise with nine years of industry experience. He holds a Series 63 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is involved in non-variable insurance activities affiliated with Prudential. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, and institutional clients. The firm primarily uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Mythri Padival is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. Prior to joining Ameriprise, Mythri worked at Morgan Stanley from 2011 to 2019, including a role at Morgan Stanley Private Bank, N.A., and at MML Investors Services. Outside of advising, Mythri co-owns TRLT Ventures, LLC, an investment-related business. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, providing tailored recommendation reports that incorporate Social Security, tax strategies, and asset management. The firm combines research and algorithmic tools to deliver personalized, non-discretionary advice through a centralized consulting team.

David Sugar is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 license and 25 years of industry experience. He has worked at Morgan Stanley and its related entities since 2009, including Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Derek Smith is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 designation with 23 years of industry experience. His prior roles include positions at Huntington Investment Company, Chase Investment Services Corp., Firstmerit Advisors, Inc., and Invest Financial Corporation. 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 a written Recommendation Report and ongoing advice. The firm’s retirement service utilizes proprietary research, third-party data, and algorithmic tools, with implementation led by clients or their advisors within a framework that includes specific enrollment criteria and affiliated investment options.

Patti Mcgrew is a Series 66 licensed financial advisor with 28 years of industry experience. She has worked at Merrill for 21 years before joining Stifel Nicolaus & Co. Inc. in 2020. Outside of her advisory role, she is an independent beauty consultant for Mary Kay Cosmetics. Stifel serves a diverse clientele, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michael Kuplic is a financial advisor at Ameriprise with eight years of industry experience. Prior to joining Ameriprise in 2021, he worked at Fred Alger Asset Management LLC and Granite Peak Asset Management LLC. Outside of his advisory role, he is involved as a substitute teacher, performance coach, and performer at Hashtag Comedy Club, where he instructs students in comedic acting. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and annual advice focused on income sources and tax-aware withdrawal strategies.

Jeffrey Acuff is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 27 years of experience focusing on private wealth, investments, estate planning services, and philanthropy. Prior to joining Merrill in 1996, he spent ten years at Ferrari North America, bringing valuable expertise from both corporate finance and wealth management sectors. Jeffrey and his team utilize a collaborative and coordinated approach, incorporating “high-touch, high-tech” systems to ensure ongoing portfolio reviews and frequent client contact. His practice includes family wealth management, legacy and philanthropic planning, liquidity management, and socially responsible investing, among other specialized strategies. Jeffrey holds a Personal Investment Advisor (PIA) designation and completed his high school education at Whitehall Yearling High School. He also attended The Ohio State University, though he did not receive a degree. He is a member of the Columbus Foundation professional advisors committee, reflecting his engagement with professional networks. Outside of his professional role, Jeffrey is a collector of vintage cars and motorcycles, and participates in vintage auto racing. He enjoys a variety of outdoor activities such as biking, hiking, fishing, scuba diving, and traveling with his daughter. Jeffrey is actively involved in community organizations including The MS Society, The Boy Scouts—where he achieved the rank of Eagle Scout—Habitat for Humanity, and the Columbus Foundation. He resides on five acres near Hoover Reservation with his daughter and their dog.

Jeff Towles is Vice President and Financial Consultant at Fidelity Investments, where he has served since 2008. He began his career at Fidelity in 1998 as a Brokerage Trading Specialist and has held various roles within the firm, including Financial Planning Consultant. Prior to returning to Fidelity in 2004, he worked as a Financial Advisor at Charles Schwab from 2002 to 2004. His experience spans financial planning and consulting, leveraging his long tenure in the industry to partner with clients and develop customized financial plans. Jeff holds a California Insurance License and focuses on helping clients pursue their financial goals and dreams through a holistic approach. Outside of his professional career, Jeff is married with three children. He is active in his sons' activities, including participating in Boy Scouts and attending football and track events. The family often visits their daughter at Miami University. Jeff's personal interests include fitness, hiking, reading, and volunteering.

Michael Pavelko is a financial advisor with Ameriprise in Worthington, OH, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Merrill and Morgan Stanley. 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 retirement-income planning, providing written recommendations and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Fallyn Stephens is currently serving as a Branch Leader at Fidelity Investments, a role she has held since 2026. In this capacity, she works with advisors to help them leverage the right resources to provide the standards of care to all clients they meet with. Prior to this role, she was a Branch Manager at Fidelity Investments from 2026 to the present, and before that, she worked as a Financial Consultant at Fidelity Investments from 2023 to 2026. Earlier in her career, Fallyn was a Financial Advisor at Ameriprise Financial from 2021 to 2023. Fallyn's professional experience spans multiple roles within the financial services industry, focusing on supporting advisors and delivering client services. Outside of her professional duties, she has personal interests in fitness and traveling.

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.

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.