Kerry Mc Mullen is a financial advisor at Ameriprise with 29 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2020, following 24 years at American Express Financial Advisors Inc. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Sean Gibbons is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 designation with less than one year of industry experience. His prior roles include positions at Advanced Retirement Design and MAI Capital Management, as well as work related to recreational and educational organizations. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Ryan Johnson is a financial advisor with Equitable Advisors in Hilliard, Ohio, holding a Series 66 designation and 18 years of industry experience. He has worked at Equitable Advisors since 2008 and previously spent eight years in real estate. Johnson serves as a board member of the Scioto Run Neighborhood Association, assisting with neighborhood maintenance and community issues. 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 various third-party managers and LPL programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to deliver tailored investment solutions.

Brian Stevenson is a financial advisor with Wells Fargo Clearing in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a brief tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy preparation, performance reporting, participant education, and plan benchmarking.

Angela Owens is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 24 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 1998. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Karen Cookston is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Ameriprise and its predecessor entities since 1987. Outside of her advisory role, Cookston serves on multiple nonprofit boards in the Columbus and Buckeye Lake, Ohio areas, including Life Care Alliance and the Buckeye Lake Regional Foundation. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations, supported by a centralized consulting team and a wide range of advisory, brokerage, and insurance solutions.

Douglas Riffle Jr. is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has worked at JPMorgan Securities LLC since 2015. 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 team of Wealth Advisors. As part of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Gregory Miller is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Wachovia Securities Financial Network, LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Mark Hughes is a Series 63-registered financial advisor with Cambridge Investment Research Advisors in Columbus, OH, with 33 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously spent 14 years with Commonwealth Financial Network. Outside of his advisory role, he operates Retirement Wealth Strategies LLC as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple portfolio management options through a network of independent Financial Professionals, using proprietary models and third-party strategies tailored to client objectives.

Sharon Wei is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in providing comprehensive wealth management strategies tailored to entrepreneurs, real estate investors, executives, and families with assets exceeding $5 million. Her approach, Simplify to Multiply™, focuses on integrating investment strategies with tax efficiency, business transitions, liquidity planning, and estate planning to address the complexities of significant wealth. Sharon's expertise encompasses family wealth management, legacy planning, liquidity management, tax minimization, and retirement income planning. Before joining Merrill Lynch, Sharon built and scaled her own business and served as a consultant at Accenture, advising Fortune 500 companies. Her academic background includes a Master of Business Administration from Bowling Green State University, as well as certifications from Northwestern and Yale universities. She holds professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Sharon actively participates in professional organizations such as the Asian American Commerce Group, National Association of Women Business Owners, Ohio Business Broker Association, and Powell Chamber of Commerce. She also contributes to community initiatives including Better Money Habits and the National Association of Women Business Owners. Fluent in Chinese, Mandarin, and English, Sharon integrates her experience as a businessbuilder and strategist to assist clients in making critical financial decisions.

Michelle Mckenzie is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and nine years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Vincent Eckel is a financial advisor with Equitable Advisors in Worthington, OH, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008, including its prior affiliation as AXA Advisors, LLC until 2020. Outside of advisory work, he services existing clients through an insurance relationship with Allstate. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory, brokerage, and insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Gregory Brunot is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic tools overseen by specialized committees.

Eric Shearer is a CFP® professional with 23 years of experience in the financial industry. He is currently with OSAIC and has held roles at Vorisek Financial Corporation since 2007, where he serves as Vice President and Director of Financial Planning. His background includes financial planning and capital needs analysis related to life insurance. OSAIC serves a diverse client base including individual and institutional investors, offering a range of services such as financial planning, retirement consulting, and access to multiple advisory platforms. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Tek Dangal is a Series 66-licensed financial advisor with J.P. Morgan Securities and has four years of industry experience. He previously worked at UBS Financial Services and has held roles in home care and refugee community organizations. 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.

Thomas Mitchell is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Mitchell serves on the finance committee of The Country Club at Muirfield Village in Dublin, Ohio. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and modeling tools but does not provide individual security recommendations as part of standalone planning.

Nickolas Wright is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to this, he spent ten years in the United States Army. He also works as an adjunct professor teaching Personal Finance and Corporate Finance at Columbus State Community College. Edward Jones is a full-service wealth management firm with more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Kelly Smith is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley from 2013 to 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Thomas Costantiello is a financial advisor with Osaic Wealth, Inc. in Columbus, OH, holding CFP® certification and over 32 years of industry experience. He previously worked for FSC Securities Corporation for 11 years before joining Osaic in 2023. He is the founder and president of Consus Wealth Management Group, LLC, a marketing name for his securities and advisory business affiliated with Osaic, and also owns Consus Insurance Services, LLC, which provides insurance reviews and fixed life product sales. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisers. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to manage portfolios that may include a wide range of investment products.

Todd Altenbach serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 20 years of experience in wealth management, he focuses on delivering detailed and personalized financial strategies to his clients. Todd's expertise encompasses areas such as Divorce Transition Planning, Executive Compensation, Family Wealth Management Strategies, Personal Retirement Planning, Portfolio Management Services, Small Business Strategies, Tax Minimization, and Retirement Income. He holds several professional certifications, including the Certified Investment Management Analyst (CIMA), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Todd earned a Bachelor of Science degree in Business Administration from The Ohio State University. Outside of his professional work, Todd enjoys rebuilding and driving classic cars, drag racing with his family, cruising on his motorcycle, and engaging in various home improvement projects. He resides in Westerville with his wife Rebecca and has two sons.