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.

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.