Leif Mahler is a financial advisor with Raymond James & Associates in Dublin, OH, holding a Series 66 credential and 12 years of industry experience. He worked previously with Wells Fargo Clearing and WELLS FARGO Advisors, LLC before joining Raymond James in 2019. Raymond James & Associates, Inc. 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, institutions, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Erik Puffenberger is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Megan Smith is a financial advisor with Morgan Stanley, holding a Series 66 designation and 23 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides financial planning directly to clients as well as through employer partnerships.

Richard Medich is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 45 years of industry experience. He has been affiliated with Raymond James Financial and related entities since 2010. Medich is also president and owner of Medich Group Inc. and serves as secretary responsible for financial reporting at St. Stevans Orthodox Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Anthony Trocchio is a CFP® with six years of industry experience, currently serving as a financial advisor at UBS Financial Services. His prior experience includes roles at Bank of America, Merrill, and Huntington National Bank. He is also a member of the board of directors of the American Italian Golf Association, which promotes Italian heritage and golf. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering services such as market-making, underwriting, and securities-backed lending.

Conor Lyons is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at several J.P. Morgan affiliates as well as Federated Hermes. Outside of finance, he has experience in the food service industry, notably working at Peppi's Old Tyme Sandwich Shoppe. 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 an ESG eligibility framework in its recommendations.

Luis Mejia is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their individual priorities and develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. His services encompass general investing, retirement planning, and preparing for unexpected financial needs. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Luis holds a high school diploma from Lancaster High School and has earned the Personal Investment Advisor (PIA) designation. Fluent in English and Spanish, he is a member of the Hispanic Chamber of Columbus. His client focus areas include personal retirement planning, sports and entertainment, and retirement income. Outside of his professional work, Luis enjoys spending time with his family and engaging in activities such as baseball and cooking.

Elwood Kissell Jr. is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2014. Kissell also co-owns The Kissell and Kapp, LLC. J.P. Morgan Securities 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 team of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and a centralized due-diligence framework.

Brenda Moore is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009, including work at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools including Monte Carlo simulations and Secular Return Estimates to model outcomes.

Bruno Pellegrini is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with a prior role at Teepublic from 2023 to 2024. He is based in Columbus, Ohio. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management services.

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 at LPL Financial since 2010. He holds Series 63 and Series 66 licenses and is based in Dublin, OH. Outside of his advisory role, he works with an independent long-term care insurance broker, LTC Choices. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

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.

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.

Brittany Prevo is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has eight years of industry experience. She previously worked at Morgan Stanley before joining J.P. Morgan Securities in 2017 and has been with JPMorgan Chase Bank, N.A. since 2025. Outside of her advisory role, she has worked as a contractor for DoorDash. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with due diligence and an ESG eligibility framework in its recommendations.

Angela Berry is a financial advisor with OSAIC and holds the ChFC® designation along with Series 63 and Series 65 licenses. She has 30 years of industry experience, including 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 administrative staff. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party managers, using various tools and programs to build and manage portfolios on both a discretionary and non-discretionary basis.

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 financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 29 years of industry experience. He previously worked at Next Financial Group from 2013 to 2021 before joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2021. 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.