Kanisha Mills is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, with four years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved in a janitorial services business operating in the Dublin, Ohio area. 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 integrates quantitative and qualitative research and may incorporate an ESG eligibility framework.

Travis Lamb is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. He has been associated with JPMorgan Chase Bank, N.A. since 2009 and is also involved with 5 Lil Lambs, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Alec Levine is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Randstad and William O Cleverly & Associates, as well as entrepreneurial experience with AED Enterprises and Dewey's Pizza. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes broader derivatives and commodities capabilities.

Neal Patel is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior roles include positions at Bank of America, J.P. Morgan Securities, and Coastal Equities, Inc. 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 investors, and institutional entities.

Kofi Atta is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 licenses with seven years of industry experience. His work history includes multiple roles at Morgan Stanley and JPMorgan Securities LLC, as well as JP Morgan Chase Bank N.A. He has been with Morgan Stanley since 2022. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide array of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by tools such as Monte Carlo simulations to model financial outcomes.

Joshua Blevins is a financial advisor with Merrill in Columbus, OH, holding a Series 66 designation and six years of industry experience. He has worked at Merrill and Bank of America since 2020 and previously spent two years at Ronald Blue Trust. Prior to his advisory career, he was employed at Liberty University for four years. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Benjamin Schlotterer is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2016, with prior experience at Ben and Paul LLC from 2017 to 2025. 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. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities through specialized regulatory registrations.

Nicole Bainbridge is a financial advisor at Raymond James Financial with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Raymond James in 2026, she was affiliated with Cetera and CE Williams Financial Group. She has also spent ten years at Post Holdings. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, employing analytical tools and tailored planning to support client goals.

Lydia Johnson is a financial advisor with Merrill in Columbus, OH, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill Lynch since 1998. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Albert Donahey is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and over 30 years of industry experience. His career includes roles at Allstate Insurance Company, Principal Financial Services, and his own firm, Donahey Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Scott Bentley is a financial advisor with Ameriprise in Dublin, Ohio, holding a Series 66 designation and ten years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Bentley serves on the Board of Directors for Residential Options and is employed by TRLT Ventures LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Reginald Lumpkins II is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 designations and three years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. for seven years prior to joining J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research and includes ESG considerations within its investment recommendations.

Nathaniel Maldonado is a financial advisor at Fisher Investments with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to manage diversified portfolios and offers a range of services including sub-advisory and retirement plan management.

Jonathan Parsons Jr. is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. He has also worked in various capacities related to The Ohio State University and other organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

David Needs is a financial advisor with Primerica Advisors in Galena, Ohio, holding 15 years of industry experience. He has been with Primerica Advisors since 2010 and previously worked with Primerica Financial Services starting in 2009. Outside of advisory work, he is an owner and partner of Camelad LLC, a business not related to investments. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a wrap-fee solution rather than institutional pension or profit-sharing plan management.

Kevin Walsh is a financial advisor at Merrill with 42 years of industry experience. He holds a Series 63 designation and has been with Merrill since 2010, concurrently serving at Bank of America since 2011. Outside of his advisory role, he is a board member of the Cancer Support Community Central Ohio, a nonprofit providing free healthcare programming. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Lee is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Prudential Insurance Company of America and Pruco Securities. Outside of his advisory work, he is the CEO of Profitable Seminars, LLC, which provides educational seminars for advisors and their prospects, and he is also a licensed health insurance agent. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal research or third-party strategists and offers financial planning, access to third-party asset managers, and brokerage and insurance services through affiliated entities.

Tara Johnson is a financial advisor at Charles Schwab with 26 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab and Charles Schwab Bank for 21 years. She serves as a director for the Upper Arlington Civic Association, a voluntary unpaid role focused on fundraising for community events. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advice and access to affiliated discretionary separately managed accounts. The firm’s scale and integrated structure support a broad client base with centralized supervisory and custody services.

Alexis Ecker is a Financial Advisor at Merrill Lynch Wealth Management. She began her career with Merrill in 2016 as a Client Associate and transitioned to a Financial Advisor role driven by her passion for building meaningful relationships and assisting individuals and small business owners in achieving their financial goals and desired lifestyles. Alexis provides personalized financial strategies tailored to each client's unique circumstances, focusing on investment planning and wealth management to align with their long-term objectives. Alexis holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's degree from The Ohio State University and also studied at the University of Cincinnati. Alexis is involved in community activities such as the Alex Rezkalla Open, Johns Hopkins Children's Center, Mid-Ohio Foodbank, and Nationwide Children's Hospital. She enjoys football, golfing, music, pickleball, spending time with her family, and traveling.

Anthony Insana is a financial advisor with Equitable Advisors in Columbus, OH, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of advising, he is the owner and sole proprietor of Insana Properties, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party management solutions.