Scott Bentley is a financial advisor with Ameriprise in Dublin, Ohio, holding a Series 66 designation and ten years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Bentley serves on the Board of Directors for Residential Options and is employed by TRLT Ventures LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Reginald Lumpkins II is a financial advisor at J.P. Morgan Securities with 3 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining J.P. Morgan Securities in 2022, he worked for JPMorgan Chase Bank, N.A. from 2015 to 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Nathaniel Maldonado is a financial advisor at Fisher Investments with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to manage diversified portfolios and offers a range of services including sub-advisory and retirement plan management.

Jonathan Parsons Jr. is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. He has also worked in various capacities related to The Ohio State University and other organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

David Needs is a financial advisor with Primerica Advisors in Galena, Ohio, holding 15 years of industry experience. He has been with Primerica Advisors since 2010 and previously worked with Primerica Financial Services starting in 2009. Outside of advisory work, he is an owner and partner of Camelad LLC, a business not related to investments. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a wrap-fee solution rather than institutional pension or profit-sharing plan management.

Kevin Walsh is a financial advisor at Merrill with 42 years of industry experience. He holds a Series 63 designation and has been with Merrill since 2010, concurrently serving at Bank of America since 2011. Outside of his advisory role, he is a board member of the Cancer Support Community Central Ohio, a nonprofit providing free healthcare programming. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Lee is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Prudential Insurance Company of America and Pruco Securities. Outside of his advisory work, he is the CEO of Profitable Seminars, LLC, which provides educational seminars for advisors and their prospects, and he is also a licensed health insurance agent. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal research or third-party strategists and offers financial planning, access to third-party asset managers, and brokerage and insurance services through affiliated entities.

Tara Johnson is a financial advisor at Charles Schwab with 26 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab and Charles Schwab Bank for 21 years. She serves as a director for the Upper Arlington Civic Association, a voluntary unpaid role focused on fundraising for community events. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advice and access to affiliated discretionary separately managed accounts. The firm’s scale and integrated structure support a broad client base with centralized supervisory and custody services.

Alexis Ecker is a Financial Advisor at Merrill Lynch Wealth Management. She began her career with Merrill in 2016 as a Client Associate and transitioned to a Financial Advisor role driven by her passion for building meaningful relationships and assisting individuals and small business owners in achieving their financial goals and desired lifestyles. Alexis provides personalized financial strategies tailored to each client's unique circumstances, focusing on investment planning and wealth management to align with their long-term objectives. Alexis holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's degree from The Ohio State University and also studied at the University of Cincinnati. Alexis is involved in community activities such as the Alex Rezkalla Open, Johns Hopkins Children's Center, Mid-Ohio Foodbank, and Nationwide Children's Hospital. She enjoys football, golfing, music, pickleball, spending time with her family, and traveling.

Anthony Insana is a financial advisor with Equitable Advisors in Columbus, OH, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of advising, he is the owner and sole proprietor of Insana Properties, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party management solutions.

Michael Koehler is a financial advisor with Primerica Advisors in Columbus, OH, holding a Series 63 designation and 34 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1991 and previously worked at Diamond Mowers, Inc. and Blue Diamond Attachments. Outside of advising, he operates a self-employed business under the name Results by Mike. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with trading and implementation services delegated to BNY Mellon Advisors.

Michael Elsner is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2001, he has served clients by delivering financial guidance rooted in integrity and sincerity. Michael takes a holistic, planning-based approach that emphasizes understanding each client’s unique goals, concerns, and family dynamics. He regularly communicates with multiple generations within client families, including spouses, grown children, and elderly parents, to provide coordinated wealth management strategies. Michael’s expertise includes retirement planning, legacy planning, tax minimization, socially responsible and values-based investing, special needs planning, and education funding. He works with individuals such as business owners, corporate executives, physicians, and attorneys to address complex financial challenges. Michael holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential. He graduated from The Ohio State University Max M. Fisher College of Business with a Bachelor of Science in Business Administration degree in Finance. Outside of his professional work, Michael resides in Upper Arlington, Ohio, with his wife and three children. He is involved in his community through coaching youth sports and participating in Cub Scouts. His personal interests include baseball, biking, cooking, golfing, music, running, spending time with family, and tennis.

John Piersall Jr. is a financial advisor at Ameriprise with over 30 years of industry experience. He holds the ChFC® and Series 63 credentials and has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, he coaches a youth travel baseball team and serves as an official at hockey games. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its specialized Ameriprise Premier Retirement Income service.

Devin Rice is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and previously worked in the hospitality sector and served in the Air Force. 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 investment recommendations.

Robert Jobe is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Equitable Financial Life Insurance Co. and Equitable Advisors, as well as work in education and municipal service in Ohio. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary process. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Orrin Nordstrom is a financial advisor with Edward Jones in Westerville, OH. He holds a Series 66 designation and has 19 years of industry experience. Prior to joining Edward Jones in 2024, he worked at J.P. Morgan Securities for 14 years and has been associated with Kohl, LLC since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kaleb Kemper is a Series 66-licensed financial advisor with J.P. Morgan Securities in Columbus, OH, and has three years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Equitable Advisors and has held various roles including employment at Giant Eagle and the School of Rock in Dublin. J.P. Morgan Securities LLC provides investment 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. The firm operates within a broader banking and broker-dealer organization, offering a range of investment products and services on a non-discretionary basis.

Drew Witchousky is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Bluestone Wealth Partners, Lincoln Financial Advisors, and Nationwide. He is also involved with Telhio Credit Union. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and technology tools across a broad advisory and non-advisory platform.

William Montgomery is a financial advisor with OSAIC based in Columbus, OH, holding a Series 63 designation and 36 years of industry experience. His prior firms include Woodbury Financial Services, Cetera Advisor Networks, and Vantage Financial Group. He is also involved with Wealth Management Solutions, LLC, where he serves as a financial advisor. OSAIC serves a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage diversified portfolios on both discretionary and non-discretionary bases.

Sandra Dixon is a financial advisor at Robert Baird & Co. with 28 years of industry experience. She has been with Robert Baird & Co. since 1999. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, using a combination of in-house and third-party managers across a range of investment strategies and account types.