Alexa Reiniger is a financial advisor with LPL Financial in Westerville, Ohio, holding Series 63 and Series 66 licenses and bringing three years of industry experience. Her prior professional background includes roles at Peloton Interactive and the University of Cincinnati. She also operates Reiniger and Associates LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by both discretionary and non-discretionary management and access to research and model portfolios.

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.

Lia Casino is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds a Series 63 designation and previously worked at Commonwealth Financial Network and The Flaherty Consulting Group. Lia serves on the Uptown Review Board of Westerville, where she reviews requested external building changes within the district. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various programs and supports clients with asset-allocation analysis, modeling tools, and firm research.

Maurice Miller Jr. is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds a Series 66 designation and has previously worked with firms including The Prudential Insurance Company of America, Mass Mutual Investors Services, and LPL Financial. In addition to his advisory role, he owns The Legacy Consulting Group LLC, which publishes previously written books, and The Miller's Wealth Management, LLC, a full-service financial and insurance services business. LPL Enterprise serves a diverse client base ranging from individuals and high-net-worth clients to retirement plans and institutional clients, offering advisory and brokerage services supported by proprietary research, model portfolios, and third-party asset managers.

Ritia Brown is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 21 years of industry experience. She previously worked at MetLife Securities for 13 years prior to joining her current firm. Brown serves on the board of Lifewise, an organization focused on Bible education in public schools, and is a committee member on the True Core Supervisory Board, a federal credit union. MassMutual 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 offers a range of programs including wrap and money-manager solutions and conducts educational seminars.

Michael Evans is a financial advisor with LPL Financial, holding CFP®, Series 63, Series 65, and Series 66 credentials and 14 years of industry experience. His prior roles include a position at GWN Securities, Inc. and a period as a stay-at-home dad. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad clientele including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory and brokerage services supported by research, model portfolios, and various investment strategies.

Kevin O’hare is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various educational roles, including positions at Greene County Education Service Center and Beavercreek City Schools, as well as with the University of Oregon. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Elijah Collier is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 66 and Series 63 credentials with one year of industry experience. His work history includes roles at J.P. Morgan Securities since 2022 and JPMorgan Chase Bank since 2020, as well as experience at Kroger from 2016 to 2021. 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 to recommend approved funds and strategies on a non-discretionary basis.

Clarissa Locke is a Series 66-designated financial advisor with J.P. Morgan Securities, where she has worked for 10 years. She is based in Westerville, OH. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. Their approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Thomas Cox is a Financial Consultant at Fidelity Investments. He collaborates with clients to develop strategies aligned with their unique financial goals. Thomas has been with Fidelity for over 15 years, contributing in various roles including Investment Consultant, Workplace Planning Consultant, High Net Worth Associate, and Financial Service Representative. He holds a Certified Financial Planning certificate, a Master of Business Administration from the University of Cincinnati, and Life and Health Insurance licenses. Thomas combines his extensive experience and credentials to provide comprehensive financial consulting services. Outside of his professional role, Thomas is a father of two and has been married for eight years. His personal interests include fitness, football, hiking, parenthood, running, and soccer.

Carla Roberson is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with four years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning arrangements.

Elmer Garcia II is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked within the J.P. Morgan organization since 2016, including roles at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when assembling investable universes and recommending strategies.

Antoinette Bliss is a Series 66 licensed financial advisor at Morgan Stanley in Columbus, Ohio, with 15 years at the firm and four years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Thomas Yenichek is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to his current role, he worked at JPMorgan Chase Bank, N.A. He has also been involved with the Columbus Literacy Council. 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.

Joseph Johnson is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he has ownership interests in a nutrition company and serves as president of a real estate LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

Sydney Fling is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with under one year of industry experience. Prior to joining Morgan Stanley, Fling worked at Beer Barrel and has experience connected to Miami University and community center involvement. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Alexander Fox is a Series 66-credentialed financial advisor at Morgan Stanley in Columbus, Ohio, with 10 years of industry experience. He previously worked at JPMorgan Securities LLC for seven years before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market-based modeling in its financial planning process.

Alexis Pennypacker is a Series 66 licensed financial advisor with Edward Jones, based in Westerville, OH, with six years of industry experience. Prior to joining Edward Jones in 2020, Alexis worked at Quicken Loans and held various roles at Ohio University. 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 under management and offers a wide range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Brian Hennessy is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. He has previously worked at Edward Jones, Pruco Securities, and The Prudential Insurance Company of America. Based in Columbus, OH, he is also involved with IGG Wealth Advisors, LLC as a financial advisor and planner. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.