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.

Jason Waters is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 1996, progressing through roles including Investments Representative, Financial Consultant, and currently Vice President, Financial Consultant. With over 30 years of experience, Jason takes a holistic approach to financial planning, utilizing Fidelity's tools and resources to assist clients in prudent investment strategies aimed at achieving their financial goals.

Max Weston is a Financial Consultant currently working at Fidelity Investments since 2021. He has over a decade of experience in financial services, engaging with individuals and families to develop collaborative financial plans. Max believes that such collaborative planning reduces stress and provides clear purpose and direction within a complex financial landscape. Prior to his current role, Max held several positions at Fifth Third Bank, including Officer and Preferred Relationship Manager from 2019 to 2021, Licensed Banker II from 2017 to 2019, and Personal Banker II from 2016 to 2017. He also worked as a Branch Financial Consultant at PNC Bank from 2014 to 2016. Max holds an Arkansas Insurance License. Outside of his professional work, Max participates in various personal interests including family activities, social events, golf, outdoor adventures, soccer, and volunteering.

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.

Jonathan Colby is a Series 66 licensed financial advisor with 14 years of industry experience. He has worked primarily at J.P. Morgan Securities, with prior experience at Edward Jones. His current role is based in Columbus, OH. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Jarrett Westwick is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Clydesdale Stonehaus and The Ohio State University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm’s approach uses proprietary research and algorithmic tools and requires a minimum level of investable assets for participation.

Barine Nwangwu is an Investment Consultant at Fidelity Investments. She began her career with AXA Advisors, LLC as a Registered Representative from 2019 to 2020, then joined Fidelity Investments as a Financial Representative, progressing through roles including Relationship Manager and Planning Consultant before attaining her current position. As a CERTIFIED FINANCIAL PLANNER®, Barine collaborates with clients to understand their financial situations and aspirations, helping to identify priorities and develop steps toward achieving their financial goals. Her professional experience centers on investment consulting, financial planning, and client relationship management. Outside of her professional work, Barine engages in personal interests such as cooking and baking, reading, swimming, and writing.

Michael Evans is a CFP® professional with 14 years of industry experience. He currently works at LPL Financial and has previously held roles at GWN Securities, Wells Fargo Clearing, Edelman Financial Services, and Primerica Advisors. Between 2015 and 2021, he took time away from the industry as a stay-at-home dad. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services delivered through a network of investment adviser representatives using strategic, tactical, and customized investment approaches.

Charles Amadio is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Morgan Stanley and Morgan Stanley Services Group Inc. Outside of finance, he assists his son with a small landscaping business, performing general labor tasks. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective Wealth Advisor program focused on written asset allocation advice, investment manager searches, and customized performance reporting.

Steven Wallis is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and 65 licenses and 18 years of industry experience. He has worked with JPMorgan Chase Bank, NA and J.P. Morgan Securities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with an ESG eligibility framework, supported by affiliates that offer implementation and portfolio services.

Daniel Sheets is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and with 12 years of industry experience. His career includes roles at Morgan Stanley and Mass Mutual Investors Services prior to joining J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates an ESG eligibility framework.

Julie Wilsey is a Series 66 licensed financial advisor at Merrill with 14 years of industry experience. She has been with Merrill since 2007 and has also worked at Bank of America, N.A. since 2017. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Clarissa Locke is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 10 years of industry experience. She has been with JPMorgan Securities LLC since 2016. 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 through a non-discretionary program. The firm combines quantitative and qualitative research to build model asset allocations and incorporates ESG criteria within its recommended 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.

Thomas Morris is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He has been with J.P. Morgan Securities since 2014 and previously worked at Morgan Stanley from 2012 to 2014. He holds the Series 63 and Series 66 designations and is based in Columbus, OH. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

David Smith is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His prior work includes positions at Bank of America, Morgan Stanley, UnitedHealthcare, and several technology companies including Instacart, Uber, and Lyft. 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 individual and institutional investors.

Terry Rumker is a financial advisor with LPL Financial in Columbus, Ohio, holding the CFP® designation and Series 65 and 63 licenses, with 13 years of industry experience. He has worked at LPL Financial since 2019 and previously spent four years with Mid Atlantic Financial Management and Mid Atlantic Capital Corporation. Additionally, he has been involved in teaching at Ashland University since 1989 and operates Rumker Financial Services, which he founded in 1994. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Jonathan Kokinchak is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Bluestone Wealth Partners, among other firms. 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’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates ESG criteria where applicable.

Cathy Clary is a financial advisor at Merrill with 28 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. Outside of her advisory role, she serves as Secretary for the Women of the Moose Chapter 354 and as Chaplin for the FOE #376 Women's Auxiliary in Delaware, Ohio, assisting with meeting documentation and organizing fundraising volunteers. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Jarrett is a Private Wealth Advisor at Merrill Private Wealth Management. He is part of the Cenname Team, which serves a select group of business owners, corporate executives, and multi-generational families across the United States. Charles focuses on helping these clients address their complex wealth-management needs and life transitions to pursue their personal and professional goals. With decades of practical experience, Charles specializes in assisting business owners through various phases of their business lifecycles, including preparing for and capitalizing on business transitions. He works alongside a team of specialists to align business, personal, and financial objectives to enhance the transferable value of client businesses. Charles also works extensively with senior executives to manage concentrated or restricted stock positions and uncover efficiencies in their financial portfolios, coordinating with their external tax and legal advisors for comprehensive planning. Charles earned a Bachelor's degree in Business Administration from Georgia State University in 1981. He holds multiple professional designations, including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Private Wealth Advisor (CPWA), Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Chartered Life Underwriter (CLU), and Chartered Retirement Planning Counselor (CRPC). He is actively involved with several organizations such as Associated Equipment Distributors, the Boy Scouts of America Southwest Florida, and the Exit Planning Institute. His community involvement includes participation with Nationwide Children's Hospital, the Guadalupe Center, the Immokalee Fair Housing Alliance, and the Community Foundation of Collier County. Outside of his professional and community commitments, Charles enjoys fishing, hiking, and traveling.