Bruno Pellegrini is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 28 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 1991. He also had a brief role at Teepublic from 2023 to 2024. 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. The firm employs a centralized due diligence process supported by both quantitative screens and qualitative research, incorporating an ESG eligibility framework and broader derivatives and commodities capabilities.

Dominique Di Sabato is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and seven years of experience at Morgan Stanley. Prior to this, Di Sabato worked at US Bank and has been involved with College Traditions for over a decade in a retail sales role. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and research.

William Sergio is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding a Series 66 designation and five years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2020. Outside of his advisory role, he also works as an insurance broker specializing in individual life, disability, long-term care, health insurance, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning approaches to deliver written recommendations.

Basil Duncan III is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2010. Prior to joining LPL Financial, he worked at Equitable Advisors for seven years. He is also involved in independent long-term care insurance brokerage through LTC Choices. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional services delivered through a large network of investment adviser representatives.

Derek Hegarty is a Certified Financial Planner (CFP®) with over 24 years of industry experience. He has been with UBS Financial Services since 2007, working in their Columbus, Ohio office. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

Michael Jesionowski is a financial advisor with Wells Fargo Clearing in Dublin, OH, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He previously worked at Nationwide Investment Services Corporation for three years before joining Wells Fargo in 2018. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute alongside diversification principles and modern portfolio theory.

Brooke Thayer is a financial advisor with Merrill in Columbus, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2023, she worked at Northwestern Mutual and has involvement with The Ohio State University, including a board member role for the Ohio State University Dance Team Alumni Association, focusing on event planning. 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 accounts.

Daniel Moore is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has previously worked with firms including Avantax Advisory Services and Key Bank. Moore is also involved with IGNYTE Financial LLC, where he provides financial, tax, and estate planning services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management options, including access to affiliated and third-party money managers, supporting a broad range of investment programs and strategies.

Angela Berry is a financial advisor with OSAIC based in Columbus, Ohio. She holds the ChFC® designation along with Series 63 and Series 65 licenses and has 30 years of industry experience. Her prior career includes roles at Woodbury Financial Services, Cetera Advisor Networks, and Vantage Financial Group. Berry is also the Chief Operating Officer and co-owner of Wealth Management Solutions, LLC, where she oversees office operations and supervises administrative staff. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, employing model-based asset allocation and portfolio optimization, and supports advisors with multiple custodial and program arrangements.

Trenton Hostutler is a Series 66-licensed financial advisor with Edward Jones, based in Delaware, Ohio, and has six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Bloomin Brands Inc and First Energy Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Brian O'Keefe is a Series 66-licensed financial advisor with 29 years of industry experience. He currently works at J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A., where he has been employed since 2021. Prior to joining J.P. Morgan, he worked at Next Financial Group and PNC Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process is supported by centralized due diligence and incorporates systematic quantitative and qualitative research.

Michael Childers is a financial advisor at Mass Mutual Investors Services with 40 years of industry experience. He holds a Series 63 designation and has worked previously at Metlife Securities Inc. for 34 years. In addition to his advisory role, he is also an insurance agent specializing in life insurance, health, disability income, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning with a range of investment and insurance solutions.

Philip Ulery is a CFP® credentialed financial advisor with 12 years of industry experience, currently with Edward Jones since 2013. He works out of Delaware, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of about 23,701 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Brian Moore is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and 23 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through various channels, including corporate financial planning agreements.

Joseph Murnane is a financial advisor at UBS Financial Services in Columbus, OH, holding a Series 66 designation with seven years of industry experience. Prior to joining UBS in 2018, he worked for eight years at the Franklin County Prosecutor's Office. He serves as treasurer for the Worthington Education Foundation, where he monitors financials and communicates with third-party service providers. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.

Felix Agbebo is a Series 66-registered advisor with J.P. Morgan Securities in Columbus, OH, bringing nine years of industry experience. He has been with J.P. Morgan Securities and its affiliated entities since 2017 and previously worked at Thirty-One Gifts. 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 supported by a centralized due diligence team and includes a framework for ESG eligibility.

Isaiah Neeper is a financial advisor at J.P. Morgan Securities in Dublin, Ohio, with 10 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at TD Ameritrade, Scottrade, and the University of Toledo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Michelle Loftus is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 24 years of industry experience. Her career includes over two decades with Huntington Investment Company and ongoing tenure with Huntington National Bank since 1995. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice through a written Recommendation Report and ongoing annual reviews focused on income and tax-aware withdrawal strategies.

Michael Palcic is a financial advisor with Cetera in Dublin, Ohio, holding Series 63 and Series 66 credentials and 38 years of industry experience. He has worked at Cetera since 2019 and previously spent over 30 years with Foresters Financial. Palcic is also involved in an online sales business, Gern Flopkins Entertainment. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services delivered through a multi-manager platform with access to affiliated and third-party managers.

Matthew Schulter is a Series 66-licensed financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012 and previously at Chase Investment Services Corp. and Osaic FA, Inc. Outside of his advisory role, he is an investor in a private cabin rental business operated with family and partners. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach includes non-discretionary, written asset allocation advice supported by centralized due diligence and a manager solutions team, with implementation services offered through affiliated entities.