Brian Fadley is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 19 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously at Chase Investment Services Corp. from 2011 to 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence, with a focus on eligible strategies and an ESG eligibility framework.

Jerry Hall is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and previously worked at PNC Wealth Management from 2010 to 2013. 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. The firm’s advisory process incorporates centralized due diligence and combines quantitative and qualitative research to develop model asset allocations.

Brooke Galassi is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 designations and having 22 years of industry experience. She has worked at J.P. Morgan Securities since 2015, following roles at Ausdal Financial Partners, Inc. and Citigroup Global Markets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Sean Stark is a financial advisor with LPL Financial based in Westerville, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at multiple firms including Magellan Financial, GWN Securities, and Ameritas Investment Corp., and is also involved with Stark Financial Group, a business he has operated for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of financial planning and portfolio management services, utilizing multiple advisory platforms, model portfolios, and third-party subadvisors.

Dylan Forche is a financial advisor at J.P. Morgan Securities with three years of industry experience and holds a Series 66 designation. His work history includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, NA, and various other positions spanning financial services and unrelated fields. 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 and incorporates ESG criteria within a broader derivatives and commodities capabilities platform.

Jacqueline Mcneely is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the Series 66 designation and has worked previously at JP Morgan Securities, LPL Financial, and The Citizens Banking Company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning in areas such as business-owner transition and special-needs analysis, using Wells Fargo’s research and planning tools.

Rigel Ramirez Olmos is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has held positions at Bank of America, JPMorgan Chase Bank, Equitable Advisors LLC, MITx, and eCornell. Merrill, along with its affiliate Managed Account Advisors LLC, 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Milton Leeman is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the New Albany office. With nearly 40 years of experience since graduating from the University of North Carolina at Chapel Hill in 1986, he leads a team of two Financial Advisors and two Client Associates. They assist high net worth individuals and small to medium-sized businesses in articulating, quantifying, and achieving their financial goals through personalized wealth management strategies. Milt's expertise spans areas including college education planning, corporate retirement plan services, divorce transition planning, investment consulting, individual and corporate investment strategy, tax minimization, and retirement income. He has held leadership roles such as Resident Director of the Easton and New Albany offices from 2001 until early 2023. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Born in Columbus, Milt graduated from Columbus Academy where he later served as President of the Alumni Association and was a member of the Board of Trustees. He lives in downtown Columbus with his wife, Marcy, and has two grown daughters and three grandchildren. His community involvement includes serving as President of Temple Israel Foundation and past board chair positions at Jewish Family Services and the Columbus Academy Alumni Association. Milt also volunteers with organizations such as Pelotonia, the Challenged Athletes Foundation, and Children's Hospital. Outside of work, he enjoys biking, spending time with family, and traveling.

Paul Zeis is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Waddell & Reed, various insurance carriers for W&R Insurance Agencies, Merrill, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Thomas Brown is a Series 63 licensed financial advisor with 39 years of industry experience. He has worked at Cetera since 2019 and previously spent 32 years at Foresters Financial. He is also involved with Triune Wealth Management, operating as a DBA for Cetera business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services and operates a multi-manager platform featuring both affiliated and third-party model portfolios.

Ronald McClure is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on personal retirement planning, tax minimization, and retirement income strategies. He works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Ronald is part of the Hatley Strand McClure Team, which brings over 65 years of combined experience to provide a client-first approach to wealth management, emphasizing honesty, integrity, and proactive communication. Ronald’s professional background includes entrepreneurial experience founding RAM II Companies, a lawn care and home maintenance business, and serving as Director of Transportation for a local school district. His approach centers on building trusted relationships and guiding clients to establish and maintain a legacy for themselves and their families. Ronald holds a Bachelor's Degree from The Ohio State University and is a Personal Investment Advisor (PIA). He is actively involved in his community as a member of the Grove City Church of The Nazarene and as Sergeant at Arms of the Grove City Rotary Club. Outside of his professional and community activities, Ronald enjoys spending time with his wife Jennifer and their five children. His personal interests include boating, camping, table tennis, and volleyball. He also participates in the OSU Alumni Band and is a supporter of Ohio State sports.

Jacob Koehler is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. His prior work includes roles at Bank of America, Northcoast Research Partners, LLC, and MAI Capital Management. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Brandon Thornwell is a financial advisor with Primerica Advisors in Dublin, Ohio, holding a Series 63 designation and having four years of industry experience. His career includes multiple roles within Primerica and related entities since 2014, as well as positions at JP Morgan Chase and the Ohio High School Athletic Association. Outside of advisory work, he is involved in the sale of home security, automation products, and loan products through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited set of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs a tiered wrap fee structure and curates third-party asset managers, with operational oversight including model selection and trading delegated to BNY Mellon Advisors.

Timothy Greer is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked at several firms and organizations, including Third Coast Wealth Planning & Partners and Denison University. 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 and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations while clients retain final decision-making authority.

Christopher Neece is a financial advisor with OSAIC in Columbus, OH, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Woodbury Financial Services and Morgan Stanley, as well as self-employment as an insurance agent and involvement in home rehabbing. Neece also works as an independent agent providing health and supplemental insurance consulting to businesses. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. Its investment approach centers on model-based asset allocation and portfolio optimization, offering a range of advisory and brokerage services supported by a multi-advisor platform.

Justin Brewton is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and had prior experience at Fifth Third Bank and Best Buy. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a centralized due diligence process.

Tae Oak is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017. Prior to that, he worked at B|O|S and San Francisco Sentry Investment Group. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process incorporates both quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

Heath La Faber is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities since 2016, following six years at Acn Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence using quantitative and qualitative analysis and includes capabilities in derivatives and commodities.

Travis Kendall is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones, Morgan Stanley, The Huntington Investment Company, Bank of America, Futurety, and Prudential Financial. 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. The firm’s advisory process combines quantitative screening and qualitative research supported by a centralized manager solutions team and incorporates an ESG eligibility framework.

Mark Large is a financial advisor with Primerica Advisors in Columbus, OH, holding 15 years of industry experience. He has worked at PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of advisory work, he is involved in part-time driving for Lyft and participates in sales of home security and automation product referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selected discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.