Christopher Wehrum is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation. He has been with Ameriprise since 2026 and has previous work experience at Penske Entertainment, Rowe House Rentals, Hagerty Insurance, TEGNA Inc., and Dennison Renal Care Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Andres Hernandez Pic is a financial advisor at Merrill with six years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. prior to joining Merrill. 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, pension plans, corporations, and charitable organizations.

Kevin Snead is a financial advisor with UBS Financial Services in New Albany, Ohio, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior work includes multiple roles at JPMorgan Securities and JPMorgan Chase Bank. He assists the Upper Arlington Education Foundation with budgetary matters to support its nonprofit mission. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans. The firm provides a broad range of services, including wealth management, institutional trading, and capital markets activities.

Barbara Bebinger is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012. Outside of her advisory role, she serves as Vice President and Secretary of 2305 Oberwald Company, a family-owned entity formed to manage an inherited cabin. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

William Lacure is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Nationwide Life and Annuity, Wealthvest, and Pacific Select Distributors. Lacure is based in Columbus, Ohio. 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 applying an ESG eligibility framework in its recommendations.

Kristen Cain is currently serving as a Branch Leader at Fidelity Investments, a role she has held since 2026. In this capacity, she supports advisors who engage clients through thoughtful and holistic planning. Prior to this position, she worked as a Planning Consultant from 2025 to 2026 and as a Relationship Manager from 2024 to 2025, both at Fidelity Investments. Her interest in financial planning was sparked early during a high school personal finance course, which highlighted the significant impact of money management on individuals' lives. Kristen earned a Bachelor of Science in Business Administration in Finance from The Ohio State University. She joined Fidelity Investments, aligning her career with a mission of service that resonates with her personal and professional goals.

Mary Byers is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tracy Wilkins is a financial advisor with Merrill in Columbus, OH, holding a Series 63 designation and 30 years of industry experience. She has been with Merrill since 2006. 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, pension plans, corporations, and charitable organizations.

Jason Jones is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Raymond James & Associates, Bank of America, Merrill, Allstate Insurance Company, Aptus Marketing, OneAmerica Securities, and State Life Insurance Co. He is a member of the Richland County Chamber of Commerce, a community organization focused on local business and economic development. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Kurt Lykins is a CFP® with four years of industry experience, currently serving as a financial advisor at Ameriprise. His career includes roles at Ameriprise since 2020 and involvement in accounting and consulting through his own firms. He also works as a part-time instructor at Otterbein University, teaching business-related courses. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team to deliver tailored, tax-efficient recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

J Alexander is a financial advisor with Ameriprise in Columbus, OH, holding a Series 63 designation and bringing 52 years of industry experience. He has been with Ameriprise and its affiliated entity since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, primarily focusing on assets held in Ameriprise Managed Accounts.

Stacy Mc Corkle is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 20 years of industry experience. Her career includes multiple roles within J.P. Morgan affiliates since 2017 and prior experience at LPL Financial. Outside of her advisory work, she is a sales consultant for Norwex USA, Inc., a company specializing in home cleaning and personal care products. J.P. Morgan Securities LLC 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. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Kevin Clark is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Prior to joining Ameriprise in 2018, he worked at Bank of America and Merrill from 2014 to 2018. Outside of his advisory role, Clark owns and operates Arch City Living LLC, providing professional consulting services, and Arch City Tax Services LLC, which offers tax preparation and planning. He also serves on the Financial Planning Advisory Board at Franklin University. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering tailored Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support these plans, with an emphasis on assets held in Ameriprise-managed accounts.

Duane Umphress II is a financial advisor at LPL Enterprise with seven years of industry experience. He holds a Series 66 designation and has worked with firms including JP Morgan Securities LLC and The Prudential Insurance Company of America. Outside of his advisory role, he bartends and serves at Grandad's Pizza & Pub in Columbus, Ohio. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Timothy Solt is a financial advisor with Raymond James Financial, holding a Series 66 credential and over 26 years of industry experience. His prior roles include long tenures at Avantax Investment Services and 1ST Global Advisors. He is a partner and bookkeeper at the Capital Investment Club, a role he has maintained since 1989. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports municipal and public-finance advisory work uncommon among large institutional advisors.

Ian Reilly is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Nationwide Retirement and Thrivent. Outside of finance, he was involved with Oh Pizza & Brew for eight years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

Christopher Cooper is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked in home lending and financial services roles at firms including Chase Home Lending and Nationwide. 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 large network of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Nigel Stinson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His career includes roles at DoorDash and several positions related to Ohio State University and Columbus State. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth individuals, pension plans, corporations, and charitable organizations.

Phillip Garey is a financial advisor at OSAIC with 15 years of industry experience and holds a Series 66 designation. He has previously worked at FSC Securities Corporation, The Bishoff Financial Group, and Cambridge Investment Research Advisors, among others. Outside of his advisory role, he owns Garey Financial Group LLC, which operates as an independent insurance agency. OSAIC serves a diverse client base including individuals, institutional investors, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes various asset-allocation tools and third-party platforms to manage portfolios comprising stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Keegan Parsons is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and eight years of industry experience. His career includes multiple roles within JPMorgan Securities and JP Morgan Chase since 2017, as well as prior experience at Prescription Hope and Otterbein University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.