Michael Koehler is a financial advisor at Primerica Advisors in Columbus, Ohio, with 35 years of industry experience and a Series 63 designation. He has worked at Primerica since 1991 and held roles at Blue Diamond Attachments, Diamond Mowers, Inc., Zimmerman Manufacturing LLC, and Strickland MFG. Koehler is involved in sales of investment-related products and has additional business activities related to mortgage products and home security and automation referrals. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Michael Elsner is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2001, he has served clients by delivering financial guidance rooted in integrity and sincerity. Michael takes a holistic, planning-based approach that emphasizes understanding each client’s unique goals, concerns, and family dynamics. He regularly communicates with multiple generations within client families, including spouses, grown children, and elderly parents, to provide coordinated wealth management strategies. Michael’s expertise includes retirement planning, legacy planning, tax minimization, socially responsible and values-based investing, special needs planning, and education funding. He works with individuals such as business owners, corporate executives, physicians, and attorneys to address complex financial challenges. Michael holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential. He graduated from The Ohio State University Max M. Fisher College of Business with a Bachelor of Science in Business Administration degree in Finance. Outside of his professional work, Michael resides in Upper Arlington, Ohio, with his wife and three children. He is involved in his community through coaching youth sports and participating in Cub Scouts. His personal interests include baseball, biking, cooking, golfing, music, running, spending time with family, and tennis.

John Piersall Jr. is a financial advisor at Ameriprise with over 30 years of industry experience. He holds the ChFC® and Series 63 credentials and has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, he coaches a youth travel baseball team and serves as an official at hockey games. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its specialized Ameriprise Premier Retirement Income service.

Devin Rice is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked in the Air Force and in the hospitality sector with Buffalo Wild Wings and Bar Louie. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates ESG considerations within a non-discretionary framework.

Robert Jobe is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked with J.P. Morgan and JPMorgan Chase Bank since 2022. His prior roles include positions at Equitable Financial Life Insurance Co and Equitable Advisors, as well as various roles in education and local government. 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 searches, and customized performance reporting. Their advisory approach combines quantitative and qualitative research supported by a centralized manager solutions team.

Orrin Nordstrom is a financial advisor with Edward Jones in Westerville, OH. He holds a Series 66 designation and has 19 years of industry experience. Prior to joining Edward Jones in 2024, he worked at J.P. Morgan Securities for 14 years and has been associated with Kohl, LLC since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kaleb Kemper is a Series 66-licensed financial advisor with three years of industry experience, currently with J.P. Morgan Securities in Columbus, OH. His previous roles include positions at Equitable Advisors and Giant Eagle. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with both quantitative and qualitative research, supporting recommendations limited to eligible strategies.

Drew Witchousky is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Bluestone Wealth Partners, Lincoln Financial Advisors, and Nationwide. He is also involved with Telhio Credit Union. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and technology tools across a broad advisory and non-advisory platform.

William Montgomery is a financial advisor at OSAIC with 36 years of industry experience. He holds the Series 63 designation and has worked at several firms, including Woodbury Financial Services, Cetera Advisor Networks, and Vantage Financial Group. He has maintained a financial advisory role at Wealth Management Solutions, LLC since 2005. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation and portfolio optimization, supported by a multi-advisor platform that integrates various investment strategies and third-party managers.

Sandra Dixon is a financial advisor at Robert Baird & Co. with 28 years of industry experience. She has been with Robert Baird & Co. since 1999. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, using a combination of in-house and third-party managers across a range of investment strategies and account types.

Kevan Gallion is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and four years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

James Gleason is a financial advisor with Ameriprise in Dublin, Ohio, holding a Series 66 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports, emphasizing the use of Ameriprise-managed accounts and algorithmic tools overseen by specialized teams.

Brett Jones is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at Pride Technologies and operated Jones & Associates. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning using firm-approved tools and methodology. The firm manages approximately $2.74 trillion in client assets and offers services that include structured financial planning and access to a broad suite of investment products.

Jonathon Cooley is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 credential and with eight years of industry experience. His career has been with Morgan Stanley and its affiliated entities since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements with employers.

Gary Ebert is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with J.P. Morgan and its affiliates since 2013. 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 combines quantitative and qualitative research and may incorporate ESG criteria, supported by affiliates that deliver implementation and portfolio services.

John OConnell is a Planning Consultant who collaborates with a team of financial professionals to address clients' financial needs from a holistic perspective. He previously served as Regional Director at Macquarie Investments from 2006 to 2020.

Emmanuel Chinwuko is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses. Prior to his current role, Emmanuel worked at JPMorgan Chase Bank, N.A. and also has experience outside finance, including positions at John Sinclair Nissan and the YMCA of Southeast Missouri. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Stephen Walsh is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 credentials and with 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Wells Fargo Funds Distributor, LLC. He is also employed by JPMorgan Bank, enabling him to offer certain bank products and services. 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 through a non-discretionary program.

Linda Smith is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses with four years of industry experience. Her prior career includes roles at several automotive dealerships before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2022. 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 through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Yidnekachew Hailu is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 15 years of industry experience. His work history includes roles at J.P. Morgan Securities, Diamond Hill Capital Management, JPMorgan Chase Bank, and Raymond James & Associates. 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 integrates quantitative and qualitative analysis and incorporates ESG criteria within eligible investment strategies.