Joe Maul is a Financial Consultant currently working at Fidelity Investments since 2023. He has a professional background that includes multiple roles at Fidelity Investments, such as Investment Consultant, Planning Consultant, and Financial Consultant, as well as experience as an Internal Consultant at Meeder Investment Management and a Digital Wealth Management Specialist at JPMorgan Chase. His professional focus centers on helping individuals and couples develop income strategies for retirement that align their investments with their personal values and long-term objectives. Joe's approach emphasizes clarity and confidence, supporting clients in making decisions that protect their loved ones and sustain their desired lifestyle. Outside of his professional commitments, Joe is interested in family activities, fitness, movies, and traveling.

Joshua Mc Ghee is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with eight years of industry experience. He has worked at Morgan Stanley since 2017 and held positions at Robert M Roach, Brandon McIntyre, and Northwestern Mutual Investment Services LLC during 2016–2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment research to support its advisory services.

Vonna Wright is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at L’Oréal from 2012 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

David Ausmus is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Morgan Stanley and Nationwide Investment Advisors. He is currently based in Columbus, OH. 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 combines quantitative screening and qualitative research and includes access to derivatives and commodities capabilities.

Kyle Martie is a Series 66-licensed financial advisor with 12 years of industry experience. He has been with J.P. Morgan Securities since 2013 and also holds concurrent roles with JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG considerations.

Briana Oltmann is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Cetera. Her career includes extensive tenure at Avantax and Charles E. Williams & Associates, where she has held various roles since 2004. In addition to her advisory work, she writes and publishes a blog focused on family, family business, and lifestyle topics and serves on the board of the Mary E. Babcock Foundation, which funds educational and cultural projects in Johnstown, OH. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform providing access to a range of investment strategies and third-party managers.

David Alspach is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at FPL Financial Strategies for 14 years before joining Wells Fargo Advisors Financial Network. Outside his advisory role, he is involved in managing family estate planning and serves as a trustee for multiple family trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, delivering tailored recommendations supported by extensive research and planning tools.

William Ferriel Jr. is a financial advisor with UBS Financial Services in New Albany, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with UBS Financial Services Inc. since 2007. He serves as a member of the Columbus Academy Alumni Board, where he helps communicate school functions with alumni. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, wrap fee programs, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances.

Michael Lee is a financial advisor at Morgan Stanley in Columbus, Ohio, holding a Series 66 designation with nine years of industry experience. He worked at JP Morgan Securities LLC from 2016 to 2019 before joining Morgan Stanley, where he has been since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured discovery processes and firm-approved tools to develop client plans, managing approximately $2.74 trillion in client assets.

Benjamin Baker is a Series 66-licensed financial advisor with Morgan Stanley in Columbus, Ohio, where he has worked since 2017. He has seven years of industry experience, including roles at Subway and Columbus State Community College prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Alex Valentine is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2022. Prior to this, he held positions at Carpenter & Associates and various other organizations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence team.

Tessa Hanners is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials. She joined the firm in 2025 and previously worked at JPMorgan Chase Bank, N.A. for 12 years. 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 and qualitative research with a range of investment strategies, including an ESG eligibility framework.

Aaron Axelrod is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and having 26 years of industry experience. His prior experience includes positions at Nationwide and The Huntington Investment Company. 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 non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Michael Lutz is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses with 13 years of industry experience. His background includes roles at Macy's, Bru Burger Bar, and multiple banking and mortgage institutions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory approach combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Keith Conn is a financial advisor with Morgan Stanley in Columbus, Ohio, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016. Outside of his advisory role, he serves on the London Ohio Civil Service Commission Board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate partnerships.

Olusheye Ayeni is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Amazon and in the banking sector with Eco Bank Nigeria Plc and Access Bank Plc. Outside of his advisory role, he works as a contractor for Grubhub and Doordash. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach centers on structured discovery and firm-approved planning tools, with services that include but do not provide individual security recommendations within standalone financial plans.

James Lopez is a Series 66-registered financial advisor with 12 years of industry experience. He has worked at Morgan Stanley from 2011 to 2023 before joining J.P. Morgan Securities in 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and an ESG eligibility framework.

Andrew Buck is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and possessing three years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2022. Outside of his advisory role, Buck serves as head coach for two club sports teams with Legend SC LLC. 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 within a non-discretionary advisory program.

Max Thompson is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has worked at several firms including Ameriprise and PNC Wealth Management prior to joining J.P. Morgan. Thompson is based in Columbus, Ohio. 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, incorporating ESG considerations and broader derivatives and commodities capabilities.

Richard Martin is a CFP®-certified financial advisor with 37 years of industry experience. He has worked with LPL Financial since 2021 and previously spent 31 years at Lincoln Financial Advisors Corporation. Martin is based in Westerville, Ohio. 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, third-party asset management, and institutional platforms.