William Weithman is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, bringing 33 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2009 and is also associated with Lauterbach & Eilber. Outside of his advisory work, he serves as president of a homeowners association. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension funds, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Jeffrey Nieman is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and several technology firms such as Path Robotics and WillowTree. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey M. Geiger is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2005 and brings over 33 years of experience in the financial services and commercial banking industries. Mr. Geiger graduated from The Ohio State University Business School in 1978. He is a member in good standing with the Investments and Wealth Institute and holds several professional designations, including Certified Investment Management Analyst (CIMA) obtained in 2007 after completing education at the Wharton School of the University of Pennsylvania, Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jeff has extensive experience working with nonprofit organizations, endowments, foundations, high net worth individuals, and business owners. His team utilizes a consultative approach to asset management, education, retirement, and estate planning services. He resides in Galena, Ohio, and is active in community organizations and charities. His personal commitment includes assisting families with special needs, motivated by his family's experience.

Joseph Zarr is a financial advisor with Morgan Stanley based in Dublin, Ohio. He holds Series 63 and Series 65 licenses and has 46 years of industry experience. Since 2009, he has been associated with Morgan Stanley and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools that incorporate global return estimates and Monte Carlo simulations.

Justin De Vilbiss is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, with three years of industry experience. He holds Series 66 and Series 63 licenses. Prior to his current role, he worked at DoorDash for one year and held positions at First Miami Student Federal Credit Union and other employers. 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 combines quantitative and qualitative research, utilizes forward-looking capital market assumptions, and may incorporate ESG criteria.

Lisa Bonner is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and 17 years of industry experience. She has been with Thrivent Investment Management since 2020 and has prior experience at firms including TD Ameritrade, LPL Financial, and Performance Matrix. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without discretionary trading authority. The firm offers comprehensive written recommendations across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Eric Walsh is a Series 66 licensed financial advisor with J.P. Morgan Securities in Columbus, OH, bringing 14 years of industry experience. He previously worked at PNC Investments and Wells Fargo Clearing. Outside of finance, he serves as a sports referee for Grove City Parks and Recreation, officiating various youth sports. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory approach combines quantitative and qualitative research with centralized due diligence to build model asset allocations.

Cheryl Brown is a financial advisor with LPL Financial in Westerville, OH, holding Series 63 and Series 65 credentials and 39 years of industry experience. Her prior roles include positions at Mooney Financial Services Co., Inc., H. Beck, Inc., and CABS Financial Services, LLC. Outside of advisory work, she coaches teens on budgeting and resumes and provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by advanced research and operational tools, with access to multiple investment strategies and institutional platforms.

Kelly Jones is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 17 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2009. 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 to build model asset allocations within a non-discretionary program.

Kyle Loch is a financial advisor with Primerica Advisors in Worthington, OH, holding 13 years of industry experience. He has worked at PFS Investments Inc. since 2013 and Primerica Financial Services since 2009. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies and discretionary separately managed accounts.

Anthony Fidelibus is a financial advisor at Ameriprise with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2026, he worked for The Huntington Investment Company for 17 years and Fifth Third Securities, Inc. for 5 years. He serves on the board of advisors for 3bfellowship, a nonprofit organization. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides customized retirement income planning based on proprietary research and tax-aware withdrawal strategies.

Nathan Stevens is a financial advisor with Charles Schwab, holding a Series 66 designation and 10 years of industry experience. His previous roles include positions at J.P. Morgan, Wells Fargo, and PNC Investments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by Schwab’s research and alternative investment programs.

Sally Howell is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2017. Prior to Merrill, she was employed at JP Morgan Securities, LLC for one year and operated a small business called Sally Cambrice dba PugLove from 2014 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 investment strategies serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Wehrum is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation. He has been with Ameriprise since 2026 and has previous work experience at Penske Entertainment, Rowe House Rentals, Hagerty Insurance, TEGNA Inc., and Dennison Renal Care Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Andres Hernandez Pic serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. He aims to empower clients with knowledge and tools to manage their financial lives effectively. Andres holds the designation of Personal Investment Advisor (PIA). He graduated from Upper Arlington High School with a High School Diploma or GED. His approach involves helping clients uncover what matters to them and their families to create strategies for pursuing their financial goals.

Kevin Snead is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at JPMorgan Securities and JPMorgan Chase Bank. Outside of his advisory work, he is involved with the Upper Arlington Education Foundation, assisting with budgetary matters to support the local school district. UBS Financial Services serves a diverse client base including individuals, corporations, and institutions, offering both brokerage and advisory services. The firm integrates institutional trading capabilities with wealth management, using proprietary research and model-based asset allocation to tailor financial plans aligned with clients’ goals and risk tolerances.

Barbara Bebinger is a Series 66-licensed financial advisor with J.P. Morgan Securities in Columbus, Ohio, with 24 years of industry experience. She has worked at multiple J.P. Morgan entities since 2008 and serves as Vice President and Secretary of a family company formed to hold an inherited cabin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process integrates quantitative and qualitative research and offers broader derivatives and commodities capabilities through its regulatory registrations.

William Lacure is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Nationwide Life and Annuity, Wealthvest, and Pacific Select Distributors, as well as previous experience with J.P. Morgan Securities and Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions, supported by affiliated implementation and portfolio services.

Kristen Cain is currently serving as a Branch Leader at Fidelity Investments, a role she has held since 2026. In this capacity, she supports advisors who engage clients through thoughtful and holistic planning. Prior to this position, she worked as a Planning Consultant from 2025 to 2026 and as a Relationship Manager from 2024 to 2025, both at Fidelity Investments. Her interest in financial planning was sparked early during a high school personal finance course, which highlighted the significant impact of money management on individuals' lives. Kristen earned a Bachelor of Science in Business Administration in Finance from The Ohio State University. She joined Fidelity Investments, aligning her career with a mission of service that resonates with her personal and professional goals.

Mary Byers is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. She has worked with J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2008. Prior to that, she was with Ameriprise from 2006 to 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and integrates ESG considerations, offering a broad range of investment and derivatives capabilities.