Jessica Rappold is a financial advisor at J.P. Morgan Securities with six years of industry experience and holds a Series 66 designation. Her prior roles include positions at Morgan Stanley and Hamilton & Rappold. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and combines quantitative and qualitative research to develop model asset allocations.

Mark Nicholls is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and 35 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Banc One Securities Corporation for 23 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG considerations, and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Gregory Munster is a CFP® professional with 33 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he serves as a co-trustee for the New Albany Homeowners Association. 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 range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Scott Dye is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at Waddell & Reed, Cavanal Hill Investment Management, and BOK Financial Securities. Outside of his advisory work, he is the head youth football coach at Columbus Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions, supported by a large network of advisors and advanced operational tools.

Derek Benseler is a financial advisor with Ameriprise in Columbus, Ohio. He holds a Series 66 designation and has over a decade of prior experience at Vaco LLC before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

William Doup is a financial advisor with LPL Financial in New Albany, OH, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at FSC Securities Corp and Ariel Corporation. Outside of advising, he is a public speaker through his own business, Russ Doup WOM LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and third-party asset management, supported by technology tools for advisors.

Christi Noren is a financial advisor at LPL Financial with 14 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2011 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers various financial planning and portfolio management options, including access to third-party asset managers and institutional platforms.

Jeffrey Daniels is a Senior Vice President and Wealth Management Advisor with The Barcza Group at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, managing new wealth, and retirement income. Jeffrey works closely with clients to design and manage investment portfolios, conducting thorough due diligence on money managers and mutual funds, while providing strategies for retirement and estate planning. Jeffrey holds a bachelor's degree in finance from The Ohio State University and is a CERTIFIED FINANCIAL PLANNER® (CFP) as well as a Personal Investment Advisor (PIA). A lifelong resident of Ohio, he began his career with Merrill Lynch in 1994. Outside of work, Jeffrey is actively involved in his community, serving as head coach at St. Michael's Church since 1997 and as a member of Rotary since 2008. He enjoys cooking, golfing, traveling, and spending time with his family.

Devin Chambers is a ChFC® credentialed financial advisor at Raymond James Financial with eight years of industry experience. He has worked at Raymond James Financial Services, Inc. since 2016, including a period at Logan Financial Group from 2016 to 2023. Chambers is also involved with Logan + Reed Wealth Partners in a non-investment administrative role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Caitlin Minneci is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Janney Montgomery Scott and Northwestern Mutual Investment Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary framework. Their approach combines quantitative and qualitative research supported by a centralized manager solutions team and includes broader derivatives and commodities capabilities.

Erin Luckhaupt is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and BB&T Securities. Luckhaupt is based in Columbus, OH and has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate agreements.

Sunny Reed is a financial advisor with Primerica Advisors in Lewis Center, OH, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica Advisors, Sunny worked at DirecTV LLC and AT&T. Outside of advisory work, Sunny is involved in sales of home security and automation products and loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients within a wrap-fee structure.

Adelbert Duffy is a financial advisor with LPL Financial based in Westerville, OH, holding a Series 66 designation and bringing 21 years of industry experience. His career includes roles at UBS Financial Services, Cuso Financial Services, and United Federal Credit Union. He serves as a board member of the Mount Carmel Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning and advisory services to individuals, retirement plan participants, banks, trust companies, and institutions, providing access to model portfolios, third-party asset managers, and institutional platforms.

Brinton Brafford is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2007. He began his career at Merrill after working as Assistant Director in the Financial Aid Office at Ashland University. In his role, Brinton manages personalized and defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment solutions. He also serves as a Retirement Benefits Consultant, focusing on defined contribution plans and providing ERISA 3(21) Fiduciary Advisory Services to Plan Sponsors. Brinton holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He graduated with a Bachelor of Arts degree from Ashland University and was part of the Ashbrook Scholar program. He resides in Mansfield, Ohio with his wife, Susan, their two children, and several family pets. Brinton's client focus areas include college education planning, divorce transition planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, tax minimization, and retirement income.

Michael Aman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has been affiliated with various J.P. Morgan entities since 2013. Outside of his advisory role, he is the owner of Aman Assets, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager selection, and customized performance reporting. The program relies on centralized due diligence incorporating quantitative and qualitative research and offers access to a range of eligible strategies, including ESG considerations.

Courtney Vysocky is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and having 19 years of industry experience. Her prior work includes roles at Edward Jones and Chase Investment Services Corp. Outside of her advisory duties, she serves as a board member for the Cougar Wrestling Club and the Children’s Craniofacial Association, both nonprofit organizations. She is also a FINRA arbitrator, resolving securities-related disputes. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence, quantitative and qualitative research, and may include ESG considerations.

Charmian Todd Boyd is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Columbus, OH. She previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Mc Kenzie Allen is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in helping individuals and families plan for retirement and manage their wealth through personalized financial strategies. Her expertise includes college education planning, family wealth management, legacy planning, retirement income, and portfolio management services. Mc Kenzie and her team work to guide clients from their current financial situation to their long-term goals. Mc Kenzie holds a Bachelor's Degree from Ohio University and holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. She serves on the board of the Marietta Noon Rotary Club and is involved with community initiatives such as Camp Boost - Summer Treatment Program. Mc Kenzie is active in the Mid-Ohio Valley where she grew up, engaging in outdoor activities such as gardening, hiking, snowboarding, and boating on the Ohio River. She also enjoys crossfit and spending time with her friends and family.

Lincoln Bullock is a financial advisor with Edward Jones in Westerville, OH, holding a Series 66 designation and two years of industry experience. He has been with Edward Jones since 2023 and also manages a bar on weekends in Athens, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a large network of advisors and branch offices.

Kelly White is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 licenses with 10 years of industry experience. White has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and models.