Brad Dickman is a financial advisor with Equitable Advisors in Ottawa, OH, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006 and previously worked at Axa Advisors, LLC. His other business activities include outside insurance appointments. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Cameron Di Franco is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has two years of industry experience and has worked at Mass Mutual Investors Services since 2023. Outside of his advisory role, he is the owner of DiFranco Capital LLC, a pass-through compensation entity. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements utilizing firm-approved software and tools, with implementation options through separate brokerage or insurance arrangements.

Rocky Sandora Jr. is a financial advisor with LPL Enterprise based in Columbus, OH, holding a Series 66 designation and two years of industry experience. He has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Brian Fadley is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 19 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

Jerry Hall is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2013. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brooke Galassi is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with J.P. Morgan Securities since 2015. 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 large team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Sean Stark is a financial advisor with LPL Financial based in Westerville, Ohio, holding Series 63 and Series 65 designations and over 26 years of industry experience. His prior roles include positions at Magellan Financial, GWN Securities, and Ameritas Investment Corp. He also operates Stark Financial Group and has involvement in a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party research, and various wealth management technologies.

Dylan Forche is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank and other firms since 2020. Outside of finance, he has experience in hospitality, including a role at Old Bag Of Nails Pub. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Jacqueline Mcneely is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the Series 66 designation and has worked previously at JP Morgan Securities, LPL Financial, and The Citizens Banking Company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning in areas such as business-owner transition and special-needs analysis, using Wells Fargo’s research and planning tools.

Rigel Ramirez Olmos is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has held positions at Bank of America, JPMorgan Chase Bank, Equitable Advisors LLC, MITx, and eCornell. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Milton Leeman is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the New Albany office. With nearly 40 years of experience since graduating from the University of North Carolina at Chapel Hill in 1986, he leads a team of two Financial Advisors and two Client Associates. They assist high net worth individuals and small to medium-sized businesses in articulating, quantifying, and achieving their financial goals through personalized wealth management strategies. Milt's expertise spans areas including college education planning, corporate retirement plan services, divorce transition planning, investment consulting, individual and corporate investment strategy, tax minimization, and retirement income. He has held leadership roles such as Resident Director of the Easton and New Albany offices from 2001 until early 2023. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Born in Columbus, Milt graduated from Columbus Academy where he later served as President of the Alumni Association and was a member of the Board of Trustees. He lives in downtown Columbus with his wife, Marcy, and has two grown daughters and three grandchildren. His community involvement includes serving as President of Temple Israel Foundation and past board chair positions at Jewish Family Services and the Columbus Academy Alumni Association. Milt also volunteers with organizations such as Pelotonia, the Challenged Athletes Foundation, and Children's Hospital. Outside of work, he enjoys biking, spending time with family, and traveling.

Paul Zeis is a financial advisor with LPL Financial in Dublin, Ohio, holding a Series 66 designation and 16 years of industry experience. He previously worked at Waddell & Reed, Inc. and various insurance carriers under W&R Insurance Agencies from 2011 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Thomas Brown is a Series 63 licensed financial advisor with 39 years of industry experience. He has worked at Cetera since 2019 and previously spent 32 years at Foresters Financial. He is also involved with Triune Wealth Management, operating as a DBA for Cetera business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services and operates a multi-manager platform featuring both affiliated and third-party model portfolios.

Ronald McClure is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on personal retirement planning, tax minimization, and retirement income strategies. He works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Ronald is part of the Hatley Strand McClure Team, which brings over 65 years of combined experience to provide a client-first approach to wealth management, emphasizing honesty, integrity, and proactive communication. Ronald’s professional background includes entrepreneurial experience founding RAM II Companies, a lawn care and home maintenance business, and serving as Director of Transportation for a local school district. His approach centers on building trusted relationships and guiding clients to establish and maintain a legacy for themselves and their families. Ronald holds a Bachelor's Degree from The Ohio State University and is a Personal Investment Advisor (PIA). He is actively involved in his community as a member of the Grove City Church of The Nazarene and as Sergeant at Arms of the Grove City Rotary Club. Outside of his professional and community activities, Ronald enjoys spending time with his wife Jennifer and their five children. His personal interests include boating, camping, table tennis, and volleyball. He also participates in the OSU Alumni Band and is a supporter of Ohio State sports.

Jacob Koehler is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. His prior work includes roles at Bank of America, Northcoast Research Partners, LLC, and MAI Capital Management. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Brandon Thornwell is a financial advisor with Primerica Advisors in Dublin, Ohio, holding a Series 63 designation and having four years of industry experience. His career includes multiple roles within Primerica and related entities since 2014, as well as positions at JP Morgan Chase and the Ohio High School Athletic Association. Outside of advisory work, he is involved in the sale of home security, automation products, and loan products through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited set of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs a tiered wrap fee structure and curates third-party asset managers, with operational oversight including model selection and trading delegated to BNY Mellon Advisors.

Timothy Greer is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Third Coast Wealth Planning & Partners and various positions outside the financial sector, including employment at Grand Traverse Resort and Denison University. 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 an ESG eligibility framework to support its recommendations.

Christopher Neece is a financial advisor with OSAIC in Columbus, OH, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Morgan Stanley, Lincoln Financial Advisors Corporation, Woodbury Financial Services, and self-employment as an insurance agent and home rehabber. He also works as an independent agent consulting businesses on health and supplemental insurance and is affiliated with McCash Financial Group, LLC. OSAIC serves a wide range of retail and institutional clients through a large network of advisors and offers integrated brokerage, advisory, and financial planning services. The firm employs various portfolio construction tools and supports multiple advisory platforms, including third-party managed accounts and model solutions.

Justin Brewton is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2017, including prior roles at Fifth Third Bank and Best Buy. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tae Oak is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and bringing 11 years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2017, with prior roles at B|O|S and SF Sentry Securities, Inc. before that. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.