Phillip Pinedo is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Janney Montgomery Scott. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a quantitative, research-driven approach that incorporates ESG criteria and centralized due diligence. The firm operates within a broader banking and broker-dealer organization and offers access to a range of investment strategies and products.

Thomas Puleri is a financial advisor with Merrill in Columbus, Ohio, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Merrill since 1986 and has been associated with Bank of America, N.A. since 2011. Outside of his advisory role, he is the owner of BalancedHappiness, a project focused on sustainable happiness which is being developed into an iPhone app. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Andrew Devantier is a financial advisor at OSAIC with 24 years of industry experience. He worked at Lincoln Financial Advisors for 24 years before joining OSAIC in 2025. Devantier also operates Devantier and Associates, a CPA firm offering accounting services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools, risk-tolerance assessments, and automated rebalancing, with portfolio options spanning stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Timothy Mcgarvey is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to generate tailored retirement-income advice.

Jose Mari Asuncion is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities for nine years. Outside of finance, he was involved with Captain Rick's Scuba Diving from 2014 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, operating as a broker‑dealer, investment adviser, and futures commission merchant.

T. Robertson III is a financial advisor with Merrill in Columbus, OH, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, including 19 years at Fifth Third Securities and Fifth Third Bank before joining Merrill and Bank of America in 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Kyle Germann is a financial advisor with J.P. Morgan Securities LLC in Columbus, Ohio, holding Series 63 and Series 66 licenses and three years of industry experience. His background includes roles at JPMorgan Chase Bank, Firekeepers Casino & Hotel, and Ohio State University. He has also been involved with the Branch County Coalition Against Domestic And Sexual Violence. 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 applying an ESG eligibility framework in its recommendations. The firm operates within the larger J.P. Morgan organization and offers services on a non-discretionary basis.

Matthew Goedde is a financial advisor at Equitable Advisors with 21 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors and its predecessor, Axa Advisors, since 2005. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Noah Clawson is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior roles include positions at Ameriprise Financial and Sodexo, as well as several years in education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account programs through a consolidated billing option called WealthPlan.

Celia Powers is a Series 66-licensed financial advisor with Equitable Advisors in Columbus, OH. She joined the firm in 2026 and has prior work experience in various roles, including at Miami University and The Cleaning Authority. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment solutions and offers fiduciary services to qualified plans.

Brooke Roth is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities, she worked at U.S. Bancorp Investments and U.S. Bank. Outside of her advisory role, she owns and operates an e-commerce business selling used women’s clothing and accessories. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Sean Mc Clenaghan is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 designations and two years of industry experience. He has also worked at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Chad Miller is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and beginning his advisory career in 2025. He has been with JPMORGAN Chase Bank, N.A. since 2007. Outside of his advisory role, he serves as a board member, secretary, and fiscal officer for The Galion Port Authority. 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 non-discretionary program.

Erik Varhus is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 66 and Series 63 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has concurrently worked at JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers access to a range of product types including security-based swaps and futures.

Lucas Evanovich is a Series 66 licensed financial advisor with four years of industry experience, currently practicing at Wells Fargo Advisors in Dublin, OH. He previously worked at Morgan Stanley and has held roles at Ohio Wesleyan University and other organizations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients through a broad range of financial planning and investment services. The firm offers tailored recommendations supported by proprietary research and planning tools, delivering discretionary and non-discretionary solutions across multiple financial needs and specialized areas.

Peter Dunlap is a financial advisor with Ameriprise Financial Services LLC in Dublin, OH, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He previously worked at CCO Investment Services Corp. for 13 years before joining Ameriprise in 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm’s approach includes proprietary research and third-party data to inform its strategies, with distinctive enrollment criteria and specific investment product relationships.

Nancy Knapp is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 35 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and governmental entities, offering financial planning, investment consulting, and institutional fiduciary services.

Carmen Haynes is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and 66 licenses and bringing 11 years of industry experience. Prior to joining J.P. Morgan Securities in 2017, she worked at Morgan Stanley from 2013 to 2017. Outside of her advisory role, she owns two small businesses: Carmen's Gorgeous Art, Ltd., an e-commerce venture selling her artwork, and Sew in Love, Ltd., a home sewing business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Christopher Cooley is a financial advisor at Morgan Stanley in Dublin, OH, holding Series 66 and Series 63 designations with two years of industry experience. His prior work includes roles at J.P. Morgan Securities and several years in the real estate and retail sectors. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly to individuals and through corporate financial planning agreements.

Tiffany Darst is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017 and has been with Bank of America, N.A. since 2018. Her prior experience includes a role at U.S. Bancorp Investments, INC. from 2016 to 2017. 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. The firm offers model-based and discretionary strategies supported by internal Chief Investment Office teams and third-party style managers for a range of clients including individuals, high-net-worth clients, and institutional investors.