Christopher Bauer is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Santander Securities LLC and Flushing Bank. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Jerod Cook is a financial advisor with LPL Financial based in Dublin, Ohio, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

Austin Gossett is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at JPMorgan Distribution Services, Sedgwick, and The Scotts Miracle-Gro Company. Outside of his advisory role, he is employed by TRLT Ventures LLC, where he manages an advisory business. Ameriprise serves primarily individuals approaching or in retirement with significant investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations tailored to clients’ income and asset management needs.

Calvin Miles is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation. He began his career in the financial industry in 2023 and has experience working at several firms including Riegel Financial Wealth Management and JPMorgan Chase Bank, N.A. Outside of finance, he has worked in the food service industry at Taste Of Belgium. 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 an ESG eligibility framework to support their investment recommendations.

Caleb Sayre is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James in 2022, he worked at Hamilton Capital and was involved with the Mount Vernon Nazarene Athletic Department. He also has a background as a student at Mount Vernon Nazarene University and Olentangy Liberty High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships supported by a range of portfolio management styles and affiliated research.

Majid Zibaie is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and four years of industry experience. Prior to his role at Morgan Stanley, he worked in the restaurant and bar industry, including five years at Cap City Fine Diner and Bar and the same duration at Hamiltons Pub Bar and Grill. He remains involved as an employee at Cap City Fine Diner and Bar outside of his advisory work. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured tools and analysis but generally acts in an advisory capacity rather than as an ERISA fiduciary unless otherwise engaged.

Chad Hoover is Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2025. He has extensive experience in wealth management and financial planning, with a career spanning roles at Fidelity Investments, Burney Partners, and JPMorgan Chase. His expertise includes private wealth advisory, wealth planning, and regional investment specialization. Chad's professional journey includes roles such as Vice President, Wealth Planner at Fidelity Investments from 2021 to 2025, and Regional Investment Specialist, Vice President at JPMorgan Chase from 2015 to 2019. He has also served as a Wealth Advisor and Regional Manager at Burney Partners and has held various positions at J.P. Morgan Asset Management since 2003. As a Certified Financial Planner (CFP®) professional, Chad focuses on helping clients create holistic financial plans that adapt over time to meet their financial goals. His aim is to provide clients with peace of mind and confidence in their financial decisions.

Isaiah Speelman is a financial advisor at Edward Jones in Columbus, OH, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Edward Jones, he held roles at JPMorgan Chase Bank, J.P. Morgan Securities, and other firms. He also has involvement with ZAY323, LLC, an entrepreneurial venture. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Brian Weibel is a CFP® professional with 12 years of experience in financial advising, currently with Edward Jones since 2014. He is based in Columbus, OH, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by one of the largest networks of financial advisors and branches in the industry.

Scott Conrad is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 designation and 23 years of industry experience. He previously worked at J.P. Morgan Securities from 2016 to 2020 before joining Morgan Stanley in 2020. Outside of his advisory role, Conrad serves as a bowling coach for Reynoldsburg City Schools. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Zachary Hummel is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 credential and one year of industry experience. His work history includes roles at J.P. Morgan Securities, Jpmorgan Chase Bank, N.A., Symphony Financial/LPL, and Heat Archive. 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 an ESG eligibility framework to inform its recommendations.

William Weithman is a CFP® professional with 33 years of experience in the financial industry. He is currently with Cambridge Investment Research Advisors, where he has worked since 2009, and also maintains a role at Lauterbach & Eilber. Outside of his advisory work, he serves as president of a homeowners association in Lewis Center, Ohio. Cambridge Investment Research Advisors provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment implementation options through independent Financial Professionals, utilizing proprietary and third-party models tailored to client objectives.

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 Geiger is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2005 and has over 33 years of experience in the financial services and commercial banking industry. Mr. Geiger graduated from The Ohio State University Business School in 1978. He holds the Certified Investment Management Analyst (CIMA®) designation, earned in 2007 after completing the education component at the Wharton School of Business at the University of Pennsylvania. He also holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Certified Plan Fiduciary Advisor (CPFA®) credential. Jeff has extensive experience working with non-profit organizations, endowments, foundations, high net worth individuals, and business owners. His team employs a consultative approach on asset management, education, retirement, and estate planning services, focusing on a risk/return based disciplined investing strategy. He and his family reside in Galena, Ohio, and he is active in community organizations and charities. Jeff has a commitment to helping families with special needs, inspired by his family's experience with a brother who had special needs.

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 with J.P. Morgan Securities in Columbus, OH, holding Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Doordash, and involvement with a tutoring service and a student federal credit union. 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 an ESG eligibility framework in their recommendations.

Eric Walsh is a financial advisor with J.P. Morgan Securities LLC in Columbus, Ohio. He holds a Series 66 designation and has 14 years of industry experience, including prior roles 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 sporting events. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Matthew Milholland is a CFP® professional with 13 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2018. His prior roles include positions at Wells Fargo Advisors, Mass Mutual Investors Services, and Metlife Securities. Outside of advisory work, he is active in nonprofit governance, serving as Vice President and Treasurer on the board of the Union County Foundation, where he participates in investment and fundraising activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and nonprofit organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Cheryl Brown is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Her prior roles include nearly two decades at Mooney Financial Services Co., Inc. and nine years at H. Beck, Inc. In addition to her advisory work, she coaches teens on budgeting and resumes and provides tax preparation and accounting services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Kelly Jones is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 16 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with Jpmorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.