Samuel Messerly is a Series 66-licensed financial advisor with six years of industry experience. He is currently with J.P. Morgan Securities, having joined the firm in 2025. Prior to this, he held roles at Equitable Advisors, Merrill, and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes both quantitative and qualitative due diligence and incorporates a broad range of investment strategies, including ESG considerations.

Heather Witten is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1998 and brings a planning-based approach to working with individuals, families, and corporate clients, including serving a growing number of corporate defined contribution plans. Her client focus areas include divorce transition planning, education planning, family wealth management strategies, retirement income, and tax minimization. Heather holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a Bachelor's degree in Religion from Wittenberg University and an MBA from Capital University. In addition to her professional practice, Heather is involved in community organizations such as Advent Lutheran Church, Komen Columbus, Nationwide Children's Hospital, and youth sports programs. She resides in Upper Arlington with her husband and two children.

Andrew Fugazzi is a financial advisor with Ameriprise in Westerville, OH, holding a Series 63 designation and 44 years of industry experience. He has been with Ameriprise and its affiliated entities since 1981. Outside of his advisory role, he co-owns TRLT Ventures, LLC, which manages his Ameriprise business. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kathryn Schultz is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has been affiliated with Merrill Lynch since 2007. Schultz also serves as the administrator of The Schultz Family Donor Advised Fund. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Wendy Brinker is a CFP® professional with 32 years of industry experience, currently serving at Charles Schwab in Dublin, OH. She has been with Charles Schwab and its affiliated bank since 1997 and 2005, respectively. Outside of her advisory work, she serves as a trustee and bookkeeper for Curtain Players Theatre in Galena, OH. Charles Schwab & Co., Inc. provides wealth management services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment due diligence.

Gregory Ruff is a financial advisor with Wells Fargo Clearing in Dublin, OH, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Prudential Equity Group, LLC from 1999 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from the Wells Fargo Investment Institute and third-party sources to guide its investment approach.

Mark Huber is a financial advisor with Edward Jones in Worthington, Ohio, holding a Series 63 credential and 34 years of industry experience. He has been with Edward Jones since 1991. Outside of financial services, he is a part owner of a Standardbred trotter horse involved in selecting stakes races. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its large network of financial advisors and branch offices, as well as its affiliated capabilities such as a trust company and proprietary mutual funds.

Howard O'Malley IV is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has previously worked at The Huntington Investment Company, Natcity Investments, Chase Investment Services, Banc One Securities, and Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Cynthia Davis is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Raymond James in 2023, she worked at Merrill for 21 years. 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 diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Kelly Dewey is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and 13 years of industry experience. Dewey has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Cody Congemi is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Outside of finance, he has work history including roles at Lariccia's Italian Market and the Canfield Baseball Club. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to support clients in developing financial plans.

Tejas Sinha is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 credential. Prior to joining J.P. Morgan, Sinha was involved in professional golf through the Professional Golf Tour of India and has experience in the fitness industry with Powershack Gym. 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, supported by centralized due diligence and incorporating an ESG eligibility framework.

Kevin Duke Jr. is a Series 66 licensed financial advisor with seven years of industry experience, currently with J.P. Morgan Securities in Columbus, Ohio. His prior roles include positions at The Huntington Investment Company and Huntington National Bank. Outside of his advisory work, he is an owner and partner of Midwest Jersey Plug LLC, a sports apparel resale business. 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 combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Nicolas Switzer is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2022. His background includes roles in diverse industries such as healthcare, motorsports, and retail. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through tailored asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Ryan Monge is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations. His career includes roles at Morgan Stanley and JPMorgan Securities LLC. 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. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Kerima Ratnayaka is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at JPMorgan Chase Bank, N.A. for three years. Prior to her career in finance, she spent a decade in academia at The University of Arizona Department of Mathematics. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through specialized wealth advisors. Their advisory process combines quantitative screening with qualitative research to deliver written asset allocation advice and customized reporting, while clients retain final decision-making authority.

Brian Titus is a financial advisor at Ameriprise with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001 and holds Series 63 and Series 66 designations. Outside his advisory role, he is involved in business ownership through GNG at Valpo LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Bryan Heideloff is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation. Prior to joining J.P. Morgan Securities, he worked at Eagle Valley Construction, Equitable, and American Medical Technology Inc, and attended the University of Notre Dame. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The advisory process incorporates quantitative and qualitative due diligence with a focus on eligible strategies.

Zachary Stevens is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade and Charles Schwab. He is currently based in Columbus, OH. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, supporting a range of investment products and maintaining regulatory registrations uncommon among large institutional peers.

Gary Merryman is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010, following prior roles at Chase Investment Services Corp. and STIFEL. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services that integrate its Global Investment Committee’s research and risk modeling.