Stewart Flaherty is a financial advisor at Raymond James Financial with 54 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Commonwealth Financial Network and LPL Financial. Outside of his advisory work, he is an author of two financial planning books and serves as CEO of two consulting firms. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting using risk profiling and analytical modeling and supports municipal and public finance through a unique municipal advisor affiliation.

Ryan Bucholtz is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has been with JPMorgan Chase and its affiliates since 2016. Prior to his financial services career, he worked for Lyft and Uber from 2015 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized manager due diligence. The firm integrates an ESG eligibility framework and offers services on a non-discretionary basis through a select group of Wealth Advisors.

Mallori Westhoff is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 11 years of industry experience. Her prior roles include positions at Nationwide Securities LLC and J.P. Morgan Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by proprietary tools and analysis.

Mark Poulin is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2014 and 2015, respectively. In addition to his advisory work, Poulin is a part owner of a winery and provides consulting on practice management, leadership, and team development to financial advisors. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies.

Jeremiah Watene is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at New York Life and American Income Life, as well as operating a small business, Jeremiah Paint & Pressure Wash. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Houser is a financial advisor at Edward Jones in Newark, Ohio, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at Park National Bank and held positions with the City of Newark and Ross Granville Market. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Mathias is a financial advisor at LPL Financial with 17 years of industry experience. He holds the ChFC® and Series 66 credentials and has previously worked at Wells Fargo Advisors LLC and Edward Jones. His other business activities include ownership of an inactive real estate development business, MKM Custom Builders LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions delivered through a large network of investment adviser representatives.

Amanda Gallagher is a financial advisor at Morgan Stanley in Columbus, OH, with 23 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Matthew Close is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Outside of his advisory role, he is involved in property and casualty insurance sales and health insurance agency activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Mohamad Mizyan is a Series 66-registered financial advisor with Morgan Stanley in Columbus, Ohio, bringing seven years of industry experience. He previously worked at JPMorgan Securities LLC for six years and at Fifth Third Bank for one year. Outside of his advisory role, he is involved in entrepreneurial ventures including a cleaning service business and a partner in an electric vehicle charging solutions company. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Troy Rosko is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Rosko also maintains an LLC for tax and administrative purposes. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment strategies and offering financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Romeo Vuticevski is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2016. Outside of his advisory role, he coaches girls high school tennis for New Albany Plain-Local Schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to support its advisory network.

Zane Harris is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at DoorDash, Subway, and several other companies, alongside ongoing freelance work on Upwork. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, offering a broad range of investment services through its Financial Advisors and Estate Planning Strategies Group.

Alexa Reiniger is a financial advisor with LPL Financial in Westerville, OH, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining LPL Financial, she worked at Peloton Interactive and the University of Cincinnati. She is also associated with Reiniger and Associates LLC. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad suite of financial products.

Heather Morris is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2011. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Trisha Chaney is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and The Huntington Investment Company. 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 combination of advisory and brokerage capabilities.

Alejandra Guzmandelacruz is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation. She has six years of industry experience, including prior roles at JP Morgan and Amazon. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, with clients responsible for plan implementation and updates.

Lia Casino is a financial advisor with Raymond James Financial in Westerville, Ohio, holding a Series 63 designation and 11 years of industry experience. Her work history includes roles at Commonwealth Financial Network and The Flaherty Consulting Group. Outside of advising, she serves as a board member on the Uptown Review Board of Westerville, reviewing requested external building changes within the district. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning using various analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Maurice Miller Jr. is a financial advisor at LPL Enterprise with 20 years of industry experience and holds the Series 66 designation. His prior roles include positions at The Prudential Insurance Company of America, Mass Mutual Investors Services, and PNC Wealth Management. He is also the owner of The Legacy Consulting Group LLC, an entity established for previously published books. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of services including financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Ritia Brown is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. She holds a Series 63 designation and has worked at MML Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and MetLife Securities from 2004 to 2017. Brown serves as a board member for Lifewise, a program focused on Bible education in public schools, and is a committee member overseeing financial reporting for True Core Supervisory Board, a federal credit union. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as ongoing collaborations, using firm-approved software for goal analysis and delivering written recommendations.