Chengcheng Huang is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked at J.P. Morgan entities since 2017, including roles at J.P. Morgan Chase Bank and J.P. Morgan Securities. Huang also worked at Cross Thread Solutions LLC for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Ryan Ristofski is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, serving previously as a Workplace Planning Consultant from 2022 to 2025 and as a Relationship Manager from 2025 to 2026. Ryan focuses on financial planning and works closely with clients to develop goal-focused plans that evolve over time. He emphasizes building lasting relationships with clients and their families based on trust and collaboration. Ryan's professional experience at Fidelity Investments encompasses various aspects of financial planning and client relationship management. Outside of his professional life, he enjoys activities such as beach outings, biking, golf, playing instruments, spending time at the lake, and running.

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 at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and JPMorgan Chase Bank, N.A. prior to her current role. Before entering the financial industry, she spent seven years at Youngs Jersey Dairy. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The advisory process incorporates quantitative and qualitative research supported by a manager solutions team and includes ESG considerations.

Eric Franklin is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial advisory services to clients, helping them manage their wealth and plan for their financial goals. Details regarding his experience, educational background, credentials, personal interests, or community involvement have not been provided.

Heather Powell is a Series 66 credentialed financial advisor with nine years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and was previously employed at TrueCore Federal Credit Union from 2012 to 2017. Powell is based in Columbus, Ohio. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes planning tools such as the Global Investment Committee’s Secular Return Estimates and 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.

Jeffrey Lawler is a ChFC® and Series 66 credentialed financial advisor with 25 years of industry experience. He has worked at Ameriprise since 2026 and previously held positions at The Huntington Investment Company, The Leaders Group, Millennium Brokerage, Nationwide Investment Services Corporation, and UBS Financial Services. He serves on the advisory boards for Franklin University’s Leadership Center and Sales Center, contributing to program development and event promotion. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Mary Mckenna is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and 11 years of industry experience. She previously worked at Safelite for seven years and has been with Primerica since 2015. Outside of advising, she is involved in internet retail sales in Columbus, OH. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers model-based investment strategies managed by unaffiliated asset managers and operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Nicholaus Warner is a Financial Advisor with Merrill Lynch Wealth Management. He partners with individuals, families, and business owners to provide comprehensive financial planning and wealth management services. His practice focuses on helping clients make confident financial decisions while building the future they envision. Nicholaus works with clients on various areas including college education planning, executive compensation, equity compensation services, legacy planning, liquidity management, personal retirement planning, tax minimization, and retirement income. He also collaborates closely with business owners to design and oversee retirement plans that support employee attraction, retention, and rewards. Nicholaus holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from the University of New Mexico. Outside of work, he enjoys adventure sports such as mountain biking, running, and hiking, and values spending time with his wife and three children in Columbus, Ohio.

Michael Hackett is a financial advisor at Osaic with 39 years of industry experience. He holds a Series 63 designation and previously spent 32 years with Lincoln Financial Advisors Corporation. Outside of his advisory role, he is the owner of Hackett Wealth Management, LLC. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation, portfolio optimization, and a range of managed account programs.

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.

Meyer Diamond is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at Wells Fargo/Northpointe Wealth Management and has experience in the food service industry, including managing Yogi's Bar & Grill. 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 searches, and customized performance reporting. Their advisory process incorporates centralized due diligence with both quantitative and qualitative analysis, supporting client investment decisions with a range of eligible strategies.

Steven Rockwell is a financial advisor with LPL Financial in Westerville, OH, holding ChFC® and Series 66 designations and has 22 years of industry experience. His prior work includes roles at Edward Jones, The Huntington Investment Company, PRUCO Securities, Chase Investment Services, and Banc One Securities. Outside of his advisory role, he serves as CEO of a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including access to model portfolios, third-party managers, and institutional platforms.

Matthew Moore is a financial advisor with LPL Enterprise in Columbus, OH, holding a Series 63 designation and 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Mwa Financial Services, Inc., and Modern Woodmen of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various insurance and trust services.

Michael Palao is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill and Banc of America Investment Services. He is also employed by JPMorgan Bank, enabling him to offer certain bank products and services alongside his advisory role. 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 through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Travis Fling is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 credential and 16 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, and previously spent nine years at Bank of America and Merrill Lynch. Outside of his advisory role, he serves on the advisory board of a biotechnology firm and is also active as a musician. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery processes and advanced modeling tools.

Kathleen Fletcher is a CFP® professional with 26 years of industry experience, currently serving at Wells Fargo Advisors Financial Network LLC since 2009. She holds a Series 66 designation and is based in Dublin, Ohio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored client recommendations.