Jeremy Smythe is a financial advisor with Ameriprise in Grove City, OH, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored, algorithm-supported advice primarily for clients holding assets in Ameriprise-managed accounts.

Brian Anderson serves as Resident Director and Wealth Management Advisor at Merrill. He began his financial advisory career with Wells Fargo in 1999 and joined Merrill in 2005. Brian’s approach focuses on helping clients explore their most important goals while managing risk across their financial lives through frequent conversations and personalized recommendations. As a Senior Portfolio Advisor, he provides traditional advice and builds custom investment strategies, utilizing Merrill model portfolios and third-party investment strategies, sometimes managing these on a discretionary basis within the firm's Investment Advisory Program. Brian holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., along with credentials as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He attended Denison University and earned a Bachelor’s degree from The Ohio State University. Outside of his professional work, Brian is involved in community activities, including volunteering with Habitat for Humanity and supporting UAYB Lacrosse. He resides in Upper Arlington with his wife and two children. His personal interests include adventure sports such as biking, camping, fishing, golfing, rock climbing, running marathons, scuba diving, and skiing.

Todd Hall Jr. is an investment advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Guardian Life, J.P. Morgan Securities LLC, JPMorgan Chase Bank, and involvement in the hospitality sector. He also operated Level One Bar & Arcade for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Luke Cotter is a financial advisor at Morgan Stanley in Dublin, Ohio, holding a Series 66 designation with one year of industry experience. His prior experience includes roles in catering and hospitality, as well as positions at Ohio State University and Miami University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client engagements and Corporate Financial Planning agreements.

Subhash Jatana is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding a Series 63 designation and 31 years of industry experience. He previously worked at MetLife Securities Inc. for 23 years before joining Mass Mutual in 2016. He is also involved as an agent in various insurance-related businesses including individual and group life, health, and disability insurance. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management to individuals, business owners, trusts, estates, charities, and employers. The firm offers collaborative planning engagements supported by firm-approved tools and offers specialized services including divorce planning and event-driven estate and employer-sponsored planning.

Darlene Shaw is a financial advisor at LPL Financial with 35 years of industry experience. She holds a Series 63 designation and previously worked at Independent Financial Partners, IFP Securities LLC, and Stratos Wealth Partners, LTD. Outside of her advisory role, she is also a notary in Hilliard, Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Sherry Tilson is a financial advisor at Ameriprise with 19 years of industry experience and holds a Series 66 designation. She previously worked at Worthington Wealth Management and Benjamin F Edwards & Co. Tilson is also involved in healthcare research through her outside employment with Life X Research Corp, where she contributes to health-related questionnaires. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Howard Rudolph is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2016, with prior experience at SunTrust Advisory Services and SunTrust Investment Services. Outside of his advisory role, he serves as a volunteer coordinator on the board of the Easton Youth Hockey Association, a nonprofit organization. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities under the J.P. Morgan umbrella.

Philip Hemphill Jr. is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 14 years before joining Ameriprise in 2020. Outside of his advisory role, Hemphill is president and CEO of P. Randolph Financial Group, which provides investment management and practice management services, and he is involved in publishing and creating educational YouTube videos on life skills. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Adam Pusateri is a CFP® credentialed financial advisor with 23 years of industry experience. He has been with LPL Financial since 2021, following a 19-year tenure at Lincoln Financial Advisors and Lincoln National IIFE. Based in Columbus, OH, his practice operates under Bluestone Wealth Partners, a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Chengcheng Huang is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank and Cross Thread Solutions LLC. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Jared Crowe is a financial advisor at UBS Financial Services with seven years of industry experience. He holds a Series 66 credential and has worked at several firms, including J.P. Morgan Securities, Morgan Stanley, and JPMorgan Chase. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

Destiny Manns is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and five years of industry experience. Prior to joining J.P. Morgan Securities in 2023, she worked at Morgan Stanley from 2020 to 2023 and spent seven years at Youngs Jersey Dairy. 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 customized investment solutions.

Heather Powell is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017, following five years at TrueCore Federal Credit Union. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and methodologies such as Monte Carlo simulations in its financial planning process.

William Ihrig is a financial advisor with Raymond James & Associates in Columbus, OH, holding Series 63 and Series 66 licenses and 12 years of industry experience. Prior to joining Raymond James in 2022, he worked at JP Morgan Securities LLC for five years and held roles at TIAA and Gap Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, providing tailored financial planning and consulting with a variety of portfolio management styles and affiliated research.

Donald Morris is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 42 years of industry experience. His prior work includes roles at Columbus Divorce Advisors and A Better Divorce Solution, where he has been involved since 2018. Morris is also a Certified Divorce Financial Analyst and an industry arbitrator for FINRA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management through a large advisor network.

Mary Mckenna is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and 10 years of industry experience. She has worked at Primerica Advisors and Primerica Financial Services since 2015 and was previously employed at Safelite from 2017 to 2024. Outside of her advisory role, she is involved in internet sales. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and select discretionary separately managed account options primarily to individual and high-net-worth clients. The firm utilizes third-party asset managers and maintains an operational model focused on tiered wrap fees and ongoing portfolio oversight.

Michael Hackett is a financial advisor at OSAIC with 39 years of industry experience. He holds the Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 32 years. He is the owner of Hackett Wealth Management, LLC. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pensions, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers.

Chance Taylor is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Prior to his current position, he has work experience with James Capital Alliance Inc. and involvement with The Ohio State University and The University of Tennessee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its financial planning process.

Bernard Bennett is a financial advisor with Primerica Advisors in Dublin, OH, holding a Series 63 designation and eight years of industry experience. His career includes roles at PFS Investments Inc., Primevision Financial Group, and Primerica Financial Services. Outside of finance, he is the owner of 26 Three Coffeehouse in Columbiana, OH. Primerica Advisors is a large institution serving primarily individual investors, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-driven investment strategies supported by third-party asset managers and custodians.