Benjamin Myers is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Oasis Outsourcing. 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. Their advisory process combines quantitative and qualitative research and incorporates ESG considerations, with implementation support from affiliated investment-management entities.

Pratikshya Sharma is a Series 66 licensed financial advisor at Morgan Stanley in Columbus, Ohio, with three years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Stephanie Quick is a financial advisor at Robert W. Baird & Co. with 9 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co. since 2015. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group provides tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary management, utilizing a range of investment strategies and overlay services.

Adam Vanderhorst is a financial advisor with LPL Enterprise, holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advisory work, he is involved in selling health insurance through Vanderhorst Financial Services. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, and various institutions. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through a network of investment adviser representatives.

Phillip Pinedo is a Series 66-licensed financial advisor with four years of industry experience, currently with J.P. Morgan Securities. His prior experience includes roles at UBS Financial Services and Janney Montgomery Scott. 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 supported by centralized due diligence and a combination of quantitative and qualitative research.

Thomas Puleri is a financial advisor with Merrill in Columbus, Ohio, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Merrill since 1986 and has been associated with Bank of America, N.A. since 2011. Outside of his advisory role, he is the owner of BalancedHappiness, a project focused on sustainable happiness which is being developed into an iPhone app. 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, high-net-worth clients, and institutional investors.

Andrew Devantier is a financial advisor with Osaic, holding over 25 years of industry experience. He previously worked at Lincoln Financial Advisors for 24 years and operates Devantier and Associates, a CPA firm. In addition to his advisory role, he is involved in offering fixed insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, delivering a range of brokerage and advisory services through a multi-advisor platform. The firm uses model-based asset allocation and portfolio optimization tools, supporting various investment strategies and third-party manager selections.

Timothy Mcgarvey is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to generate tailored retirement-income advice.

Jose Mari Asuncion is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities and Chase Investment Services Corp. Outside of finance, he was involved with Captain Rick's Scuba Diving for three years. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

T. Robertson III is a financial advisor with Merrill in Columbus, OH, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, including 19 years at Fifth Third Securities and Fifth Third Bank before joining Merrill and Bank of America in 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Kyle Germann is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. since 2023. Outside of finance, he has experience at Firekeepers Casino & Hotel and has been involved with charitable work through the Branch County Coalition Against Domestic And Sexual Violence. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Matthew Goedde is a financial advisor at Equitable Advisors with 21 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors and its predecessor, Axa Advisors, since 2005. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Noah Clawson is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior roles include positions at Ameriprise Financial and Sodexo, as well as several years in education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account programs through a consolidated billing option called WealthPlan.

Celia Powers is a Series 66-licensed financial advisor with Equitable Advisors in Columbus, OH. She joined the firm in 2026 and has prior work experience in various roles, including at Miami University and The Cleaning Authority. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment solutions and offers fiduciary services to qualified plans.

Sean Mc Clenaghan is a financial advisor at J.P. Morgan Securities based in Columbus, OH, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to his current role, he has worked at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver customized asset allocation advice and manager searches, supported by centralized due diligence and incorporating ESG considerations.

Heather Gardner is a financial advisor at Ameriprise in Columbus, Ohio, with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Huntington Investment Company and The Huntington National Bank. Outside of her advisory work, she provides elder care for her disabled mother. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Erik Varhus is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2012, also maintaining a concurrent role at JPMorgan Chase Bank, N.A. since 2006. Based in Columbus, OH, his career has been focused within the J.P. Morgan organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, emphasizing written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with both quantitative and qualitative analysis, and includes capabilities across derivatives and commodities through affiliated entities.

Lucas Evanovich is a Series 66 licensed financial advisor with four years of industry experience, currently practicing at Wells Fargo Advisors in Dublin, OH. He previously worked at Morgan Stanley and has held roles at Ohio Wesleyan University and other organizations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients through a broad range of financial planning and investment services. The firm offers tailored recommendations supported by proprietary research and planning tools, delivering discretionary and non-discretionary solutions across multiple financial needs and specialized areas.

Peter Dunlap is a financial advisor at Ameriprise Financial Services LLC with 23 years of industry experience. He holds the Series 66 and Series 63 credentials. His prior experience includes 13 years at CCO Investment Services Corp. 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 written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Nancy Knapp is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Citigroup Global Markets. She is based in Dublin, Ohio. 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, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary services through various portfolio management styles and affiliated research.