Sean Mc Clenaghan is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 designations and two years of industry experience. He has also worked at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Chad Miller is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and beginning his advisory career in 2025. He has been with JPMORGAN Chase Bank, N.A. since 2007. Outside of his advisory role, he serves as a board member, secretary, and fiscal officer for The Galion Port Authority. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Erik Varhus is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 66 and Series 63 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has concurrently worked at JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers access to a range of product types including security-based swaps and futures.

Lucas Evanovich is a Series 66 licensed financial advisor with four years of industry experience, currently practicing at Wells Fargo Advisors in Dublin, OH. He previously worked at Morgan Stanley and has held roles at Ohio Wesleyan University and other organizations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients through a broad range of financial planning and investment services. The firm offers tailored recommendations supported by proprietary research and planning tools, delivering discretionary and non-discretionary solutions across multiple financial needs and specialized areas.

Joseph Staff is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. His prior experience includes roles at Morgan Stanley and Mass Mutual Life Insurance Company. He is also a financial professional at FHT Advisors, a financial services business. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering diverse investment management and financial planning services through a nationwide network of advisors.

Peter Dunlap is a financial advisor with Ameriprise Financial Services LLC in Dublin, OH, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He previously worked at CCO Investment Services Corp. for 13 years before joining Ameriprise in 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm’s approach includes proprietary research and third-party data to inform its strategies, with distinctive enrollment criteria and specific investment product relationships.

Nancy Knapp is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 35 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and governmental entities, offering financial planning, investment consulting, and institutional fiduciary services.

Carmen Haynes is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She previously worked at Morgan Stanley from 2013 to 2017. Outside of finance, Carmen owns two small businesses: Carmen’s Gorgeous Art, Ltd., which sells her own artwork, and Sew in Love, Ltd., a home sewing business offering homemade clothing. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and investment manager searches through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Christopher Cooley is a financial advisor at Morgan Stanley in Dublin, OH, holding Series 66 and Series 63 designations with two years of industry experience. His prior work includes roles at J.P. Morgan Securities and several years in the real estate and retail sectors. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly to individuals and through corporate financial planning agreements.

Tiffany Darst is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017 and has been with Bank of America, N.A. since 2018. Her prior experience includes a role at U.S. Bancorp Investments, INC. from 2016 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 strategies supported by internal Chief Investment Office teams and third-party style managers for a range of clients including individuals, high-net-worth clients, and institutional investors.

Cynthia Reynolds is a Wealth Management Advisor with the Cenname Team at Merrill Lynch Wealth Management. Since beginning her career with Merrill in 1993, Cynthia has developed expertise in providing high-net-worth clients across the country with comprehensive wealth management strategies tailored to their individual goals. Her approach covers a broad range of financial needs, including college education planning, retirement income, tax minimization, portfolio management, trust and estate planning, and executive compensation. Cynthia works closely with clients and their external tax and legal advisors to ensure cohesive and efficient financial planning. Cynthia has extensive experience supporting corporate executives with managing concentrated stock positions and implementing disciplined diversification strategies. She possesses in-depth knowledge of employer benefit services, such as 401(k)/403(b) plans, deferred compensation, defined benefit plans, and stock option awards, enabling her to assist clients in making steady progress toward their long-term financial objectives. She holds a Bachelor's degree in Communication from Miami University in Oxford, Ohio, and has earned the Chartered Retirement Planning Counselor™ (CRPC) designation. Cynthia also holds the Personal Investment Advisor (PIA) designation. Beyond her professional role, she contributes to her community through volunteer work and enjoys boating, ice hockey, and spending time with her family.

Tanner Williams is a financial advisor at Morgan Stanley in Columbus, Ohio, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Central Ohio Tech Solutions and Ohio University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through a structured planning process that includes the use of approved analytical tools and investment models.

Andrew Michel is a financial advisor with LPL Financial, holding the ChFC® and Series 66 designations and bringing 43 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company for 23 years and has operated Andrew Michel & Associates since 1989. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutional clients. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kimberly Emerson is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers financial planning supported by firm-approved tools and modeling techniques.

Alan Grossman is a financial advisor with Edward Jones in Powell, OH, holding the ChFC® designation and Series 63 and 65 licenses. He has 34 years of industry experience and has been with Edward Jones since 2012. Outside of his advisory role, Grossman serves as a volunteer firefighter with the Porter Kingston Fire District and works as a canine search specialist with Ohio Task Force 1. He is also the owner of Fox Hill Farm K9, a retail pet food and equipment business supporting the K9 search and rescue community. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charities. The firm offers a variety of advisory programs and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Daniel Rabady is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Charles Schwab and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Klayton Kenney is a financial advisor at Ameriprise with a Series 66 designation and recent industry experience starting in 2024. Prior to joining Ameriprise, he held positions in various industries including retail and real estate, and maintains a real estate license. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations.

Mark Gamble Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at J.P. Morgan Securities since 2019 and previously held roles at JPMorgan Chase Bank and Sojourner Recovery. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Benjamin Richards is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at U.S. Bancorp Investments and U.S. Bank. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Mark Havanec is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, and has 44 years of industry experience. He has been affiliated with Cetera and its affiliates since 2013. In addition to his advisory work, he is the owner of a financial services business operating under State Street Advisors LLC and holds a fixed insurance agent license. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers across various program structures and custodial relationships.