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.

Bart Weiler is a CFP®-credentialed financial advisor with 26 years of industry experience. He has been with LPL Financial since 2004. Based in Pataskala, OH, Weiler operates businesses related to his LPL practice under the names Weiler Financial Inc. and Weiler Financial Services. 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 and access to third-party asset management, with a platform supporting both discretionary and non-discretionary investment strategies.

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.

Tracy Wilkins is a financial advisor with Merrill in Columbus, OH, holding a Series 63 designation and 30 years of industry experience. She has been with Merrill since 2006. 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.

Jason Jones is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James & Associates, Bank of America, Merrill, and Allstate Insurance Company. He is a member of the Richland County Chamber of Commerce in Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor client plans. The firm offers a wide range of financial products and integrates institutional trading capabilities with wealth management services.

Kurt Lykins is a CFP® with four years of industry experience, currently serving as a financial advisor at Ameriprise. His career includes roles at Ameriprise since 2020 and involvement in accounting and consulting through his own firms. He also works as a part-time instructor at Otterbein University, teaching business-related courses. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team to deliver tailored, tax-efficient recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

J Alexander is a financial advisor with Ameriprise in Columbus, OH, holding a Series 63 designation and bringing 52 years of industry experience. He has been with Ameriprise and its affiliated entity since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, primarily focusing on assets held in Ameriprise Managed Accounts.

Stacy Mc Corkle is a Series 66-licensed financial advisor with 20 years of industry experience, currently with J.P. Morgan Securities in Columbus, OH. Her career includes roles at LPL Financial, Wells Fargo Clearing, and Fifth Third Securities. Outside of her advisory work, she is a sales consultant for Norwex USA, a direct sales company focused on home cleaning and personal care products. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a range of investment options including ESG considerations.

Kevin Clark is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Prior to joining Ameriprise in 2018, he worked at Bank of America and Merrill from 2014 to 2018. Outside of his advisory role, Clark owns and operates Arch City Living LLC, providing professional consulting services, and Arch City Tax Services LLC, which offers tax preparation and planning. He also serves on the Financial Planning Advisory Board at Franklin University. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering tailored Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support these plans, with an emphasis on assets held in Ameriprise-managed accounts.

Mark Mc Kimmins is a financial advisor at LPL Financial with 28 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Grove Point Advisors, Grove Point Investments, and Legend Financial Services. Outside of his advisory work, he is involved with McKimmins' Farm, a farming business operating since 1983. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies and a range of investment options.

Duane Umphress II is a financial advisor at LPL Enterprise with seven years of industry experience. He holds a Series 66 designation and has worked with firms including JP Morgan Securities LLC and The Prudential Insurance Company of America. Outside of his advisory role, he bartends and serves at Grandad's Pizza & Pub in Columbus, Ohio. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Timothy Solt is a financial advisor with Raymond James Financial, holding a Series 66 credential and over 26 years of industry experience. His prior roles include long tenures at Avantax Investment Services and 1ST Global Advisors. He is a partner and bookkeeper at the Capital Investment Club, a role he has maintained since 1989. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports municipal and public-finance advisory work uncommon among large institutional advisors.

Ian Reilly is a Series 66-licensed financial advisor at J.P. Morgan Securities with four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked at Nationwide Retirement and Thrivent. Outside of finance, he was involved with Oh Pizza & Brew for eight years. 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's advisory process combines quantitative and qualitative research and utilizes a forward-looking capital market approach.