Thomas Brown is a Series 63 licensed financial advisor with 39 years of industry experience. He has worked at Cetera since 2019 and previously spent 32 years at Foresters Financial. He is also involved with Triune Wealth Management, operating as a DBA for Cetera business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services and operates a multi-manager platform featuring both affiliated and third-party model portfolios.

Ronald McClure is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on personal retirement planning, tax minimization, and retirement income strategies. He works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Ronald is part of the Hatley Strand McClure Team, which brings over 65 years of combined experience to provide a client-first approach to wealth management, emphasizing honesty, integrity, and proactive communication. Ronald’s professional background includes entrepreneurial experience founding RAM II Companies, a lawn care and home maintenance business, and serving as Director of Transportation for a local school district. His approach centers on building trusted relationships and guiding clients to establish and maintain a legacy for themselves and their families. Ronald holds a Bachelor's Degree from The Ohio State University and is a Personal Investment Advisor (PIA). He is actively involved in his community as a member of the Grove City Church of The Nazarene and as Sergeant at Arms of the Grove City Rotary Club. Outside of his professional and community activities, Ronald enjoys spending time with his wife Jennifer and their five children. His personal interests include boating, camping, table tennis, and volleyball. He also participates in the OSU Alumni Band and is a supporter of Ohio State sports.

Jacob Koehler is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. His prior work includes roles at Bank of America, Northcoast Research Partners, LLC, and MAI Capital Management. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Brandon Thornwell is a financial advisor with Primerica Advisors in Dublin, Ohio, holding a Series 63 designation and having four years of industry experience. His career includes multiple roles within Primerica and related entities since 2014, as well as positions at JP Morgan Chase and the Ohio High School Athletic Association. Outside of advisory work, he is involved in the sale of home security, automation products, and loan products through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited set of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs a tiered wrap fee structure and curates third-party asset managers, with operational oversight including model selection and trading delegated to BNY Mellon Advisors.

Timothy Greer is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked at several firms and organizations, including Third Coast Wealth Planning & Partners and Denison University. 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 combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations while clients retain final decision-making authority.

Christopher Neece is a financial advisor with OSAIC in Columbus, OH, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Woodbury Financial Services and Morgan Stanley, as well as self-employment as an insurance agent and involvement in home rehabbing. Neece also works as an independent agent providing health and supplemental insurance consulting to businesses. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. Its investment approach centers on model-based asset allocation and portfolio optimization, offering a range of advisory and brokerage services supported by a multi-advisor platform.

Justin Brewton is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and had prior experience at Fifth Third Bank and Best Buy. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a centralized due diligence process.

Tae Oak is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017. Prior to that, he worked at B|O|S and San Francisco Sentry Investment Group. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process incorporates both quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

Heath La Faber is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities since 2016, following six years at Acn Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence using quantitative and qualitative analysis and includes capabilities in derivatives and commodities.

Travis Kendall is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones, Morgan Stanley, The Huntington Investment Company, Bank of America, Futurety, and Prudential Financial. 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. The firm’s advisory process combines quantitative screening and qualitative research supported by a centralized manager solutions team and incorporates an ESG eligibility framework.

Mark Large is a financial advisor with Primerica Advisors in Columbus, OH, holding 15 years of industry experience. He has worked at PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of advisory work, he is involved in part-time driving for Lyft and participates in sales of home security and automation product referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selected discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Maher Majdalani is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 42 years of industry experience. His career includes prior roles at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, Merrill, and UBS Financial Services. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and modern portfolio theory while providing both brokerage and advisory solutions.

Justin Baker is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The Simonton-Walsh-Hanosek-Mangum Wealth Management Group. He works with a diverse range of clients, including many business owners across Ohio and in 25 other states. Justin takes a planning-based approach to client relationships, assisting clients in explaining their situations and exploring their financial goals. His expertise includes corporate executive services, divorce transition planning, education planning, retirement planning, portfolio management, small business strategies, and sports and entertainment financial services. Justin holds the Certified Plan Fiduciary Advisor (CPFA) designation and has credentials as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). He graduated from LaGrange College in Georgia with a Bachelor's degree in Business Management, concentrating on Market Research and International Economics. Since joining Merrill in 2014 after a career in sports marketing and golf course management, Justin focuses on implementing strategies involving investment, retirement, insurance, and liability management. He is active in his community as the varsity pitching coach at Dublin Scioto High School and previously served as an assistant freshman and JV baseball coach at Dublin Jerome High School. Justin enjoys spending time with his wife Kristina and their two children, playing golf, boating, cooking, and supporting Auburn University's football team.

Garnet Wahlund is a financial advisor at Equitable Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Equitable Advisors since 2010, following previous roles at Axa Advisors and Concourse Financial Group Securities. Outside of advisory services, he maintains appointments with several insurance carriers offering life, long-term care, and disability insurance products. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and proprietary tools.

Kelly Anderson is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 credential and has worked at various JP Morgan entities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Amanda Spears is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked at J.P. Morgan Securities since 2017 and briefly at Wedbush Securities in 2017. Outside of finance, she contributes as a freelance writer for Gold Derby, an entertainment news platform. 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 incorporates ESG eligibility frameworks, offering a range of specialized investment and portfolio services.

Julie Kayser is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She previously worked at Morgan Stanley for seven years before joining Wells Fargo in 2016. Outside of her advisory role, she serves as an assistant coach for the Dublin Coffman High School gymnastics team. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with third-party analytics to support diversified investment approaches.

Brian Gibaldi is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at AssetMark Brokerage, LLC and Farmers Insurance. Outside of advisory work, he manages an e-commerce business, B2G2, LLC, and serves as an insurance broker specializing in Medicare. MassMutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, utilizing firm-approved tools to develop written recommendations for clients.

Jacob Drees is a financial advisor at Wells Fargo Advisors with a Series 66 designation and began his advisory career in 2025. Prior to joining Wells Fargo Advisors, he held positions at ODW Logistics. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients through a broad range of investment and financial planning services tailored to clients meeting specific net-worth thresholds. The firm offers specialized planning options and integrates advisory services with other financial products and referral channels.

Thomas Higgins is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Advisors Asset Management, Inc., Hennion & Walsh, Inc., Guggenheim Funds Distributors LLC, and Nuveen Investments. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering tailored investment strategies through multiple wrap fee advisory programs and a combination of in-house and third-party investment managers.