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.

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.

Christopher Cooper is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various financial roles including at Chase Home Lending and Nationwide. 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. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria, with implementation supported by affiliated investment-management entities.

Nigel Stinson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His background includes roles at DoorDash and various positions related to Ohio State University and Columbus State. 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 individuals, corporations, and charitable organizations.

Phillip Garey is a Series 66-licensed financial advisor at OSAIC with 15 years of industry experience. His prior roles include positions at FSC Securities Corporation, The Bishoff Financial Group, and Cambridge Investment Research Advisors. He is also the owner of Garey Financial Group, LLC, an independent insurance agency. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services across various programs such as financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and efficient frontier analysis.

Keegan Parsons is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and eight years of industry experience. His work history includes multiple roles with JPMorgan Securities and JPMorgan Chase Bank, as well as a position with Prescription Hope. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework where applicable.

Michael Foley is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has more than 27 years of experience providing financial and wealth management advice and services. Michael works with clients to manage their portfolios by analyzing the risk and return balance among equities, fixed income securities, alternative investments, and wealth preservation strategies. His primary areas of practice include wealth management, business retirement plans, and corporate loans/financing. Michael holds a bachelor's degree in Accounting and Finance from The Ohio State University. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is a member of the Finance Council at Saint Timothy Church and volunteers with the Boy Scouts of America. In his approach, Michael emphasizes understanding clients’ life priorities to create personalized wealth management strategies based on their goals and aspirations. Outside of his professional work, he enjoys biking, camping, hiking, photography, and spending time with his family.

William Watson is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services, VOYA Financial Advisors, Commonwealth Financial Network, and Chase Investment Services. Watson owns an insurance agency through which he sells life, long term care, and disability insurance on a needs basis. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a variety of advisory and brokerage services employing a model-based asset allocation approach with discretionary and third-party managed strategies.

Allyse Malooly is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and with 10 years of industry experience. She has been with Ameriprise since 2015, including its affiliated entities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service with a focus on retirement-income planning, dependable income sources, and tax-aware withdrawal strategies.

Keith Kimberly is a financial advisor with LPL Financial in Dublin, Ohio, holding a Series 63 designation and 31 years of industry experience. He previously worked at VOYA Financial Advisors and operated The Kimberly Financial Group for a decade. Kimberly also sells life, annuity, health, disability, and long-term care insurance as part of his business activities. 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 model portfolios and third-party asset managers.

Brandi Critchett is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at TIAA and Key Investment Services. 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. Their advisory process integrates centralized due diligence with both quantitative and qualitative research, supporting recommendations that may include an ESG eligibility framework.

Patrick Clark is a financial advisor with UBS Financial Services in New Albany, OH. He holds a Series 66 designation and has 12 years of industry experience, including prior work at Transition Support Services. He has been with UBS since 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.