Adam Obrien is a financial advisor with Wells Fargo Advisors in Westerville, OH, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Pacer Financial, Inc. and Incapital LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that cover cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services such as business-owner transition and sports & entertainment planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Charles Roloson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory work, he has extensive experience managing rental properties over nearly three decades. 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. The firm combines large institutional advisory capabilities with brokerage and investment management services.

David Reiniger is a CFP® and ChFC® with 41 years of industry experience, currently serving as an advisor at LPL Financial since 2000. Based in Westerville, OH, he holds Series 63 registration and has been involved in managing a family limited partnership and serving as a board officer for a local condo association. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by extensive advisor tools and a broad non-advisory financial services platform.

Matthew Thomas is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Global Financial Partners LLC and Foresight Marketing, LLC. 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 investment recommendations.

Matthew Bame is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 21 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2006, including Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Timothy Pester is a financial advisor with LPL Financial in Sunbury, Ohio, holding Series 63 and Series 65 credentials and having 30 years of industry experience. His prior roles include positions at CUSO Financial Services, Fifth Third Securities, Wells Fargo Advisors, Key Investment Services, and Chase Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Angela Blawut is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and possessing four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Julia Ackerman is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2015. Ackerman also served on the Union County Board of Elections from 2016 to 2024. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

G Weingartner is a CFA® charterholder with 18 years of experience in the financial services industry. He has worked at LPL Financial since 2018 and previously spent 15 years with Lincoln Financial Advisors. He is based in Westerville, OH. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Devon Latimer is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 license and 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and various modeling tools to support client financial plans.

Courtney Freed is a financial advisor with UBS Financial Services in New Albany, OH, holding Series 63 and Series 66 licenses and bringing five years of industry experience. Prior to joining UBS, Courtney worked at The Vanguard Group and has a background that includes roles at The Walt Disney Company and The Ohio State University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services in a registered broker-dealer and investment adviser platform.

Chad Lybarger is a CFP® and ChFC® credentialed financial advisor with 15 years of industry experience. He is affiliated with J.P. Morgan Securities in Columbus, OH, where he has worked since 2016. Outside of his advisory role, he serves as the head coach for a boys’ travel soccer team with the Hilliard Ohio Soccer Association and owns PGFC, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through a structured, non-discretionary process.

Paul Webber is a financial advisor with J.P. Morgan Securities in Westerville, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining J.P. Morgan Securities in 2020, he worked at Fifth Third Securities and Fifth Third Bancorp for nearly two decades. Outside of his advisory role, he participates as a band member in a local rock band 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 through a large team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain decision-making authority.

Christopher Butcher is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds the Series 63 designation and has worked at several firms, including Securities America and Principal Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Erica Dunn is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, U.S. Bank, and FSC Securities Corporation. Outside of her advisory work, Dunn owns Closing Time Notary Services LLC, providing notary services to the public. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm employs tailored, non-discretionary strategies using risk profiling and analytical modeling, and it supports municipal and public finance work through a unique affiliation with a municipal advisor.

Brenden Marzano is a financial advisor at J.P. Morgan Securities with Series 66 credentials and less than one year of industry experience. His prior work includes positions at Equitable Advisors, Aml Rightsource, and JPMorgan Chase Bank, N.A. He also has a background with Cedarville University and involvement in youth soccer activities. 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 an ESG eligibility framework.

Lynn Heatwole is a financial advisor at Stifel with Series 63 and Series 65 licenses and 42 years of industry experience. She has been with Stifel Nicolaus & Co., Inc. since 2004. Outside of her advisory work, she is the sole owner of Welsh Hills Hops LLC, a farming business that supplies hops to local breweries. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Valeria Marcu is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. She holds Series 63 and Series 66 licenses and has four years of industry experience, including prior work at Northwestern Mutual and various roles within JPMorgan affiliates. 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 recommendations.

Hassan Lamei 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. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2022, he worked at CarMax and Kohl’s. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Chase Boyd is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and six years of industry experience. His work history includes roles at Morgan Stanley and J.P. Morgan entities, as well as a position at Phyton Talent Advisors and earlier employment with H and H Land Clearing and Tiffin University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.