Brian Collins is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and its affiliates since 2012. 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 recommending investment strategies.

Nichole Kirk is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and 12 years of industry experience. She has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Christopher Simpson is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC and Discover Financial Services before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Andrew Schreiber is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2009 and holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from The Ohio State University with a Bachelor of Science in Business Administration in Finance. Andrew collaborates closely with clients and his team to develop and implement wealth management analyses tailored to individual lifestyle goals. His expertise includes creating highly customized reports that support strategic financial planning. Additionally, he is licensed in life and health insurance and assists in areas such as insurance, annuities, credit and lending, and investments.

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.

Timothy Bartolett is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2020, including a role with Morgan Stanley Private Bank, and previously spent five years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured planning tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Martin Shea is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and having four years of industry experience. Prior to joining UBS, he worked at ODW LTS, LLC and Ariel Corporation. He serves on the board of directors and the finance committee at Saint Joseph Montessori School. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances while offering institutional trading capabilities alongside wealth management.

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 with 20 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. He holds the Series 66 designation and is based in Columbus, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning that uses structured discovery and firm-approved tools to model potential outcomes.

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.

Anne Davies is a financial advisor with Wells Fargo Advisors in Columbus, Ohio, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Morgan Stanley and Citigroup Global Markets. She is also the sole owner of The Arlington Group Investment Consulting, LLC, and a member of the Entrepreneur Organization, where she participates in networking meetings to educate business owners on operational topics. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a wide range of investment and financial planning services to individuals, trusts, and institutional clients through its network of advisors, utilizing proprietary research and planning tools to develop tailored recommendations.

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.

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.

Danielle Holmes is a financial advisor at OSAIC with 13 years of industry experience. She holds a Series 66 designation and has previously worked at FSC Securities Corp and H.Beck, Inc. In addition to her advisory role, she serves as Vice President of Holmes Management LLC, an insurance and economic research agency that supports financial services activities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across a variety of asset classes.

Michael Ballou is a CFP® with 32 years of experience in the financial industry, currently serving at Raymond James Financial in Columbus, OH. He has held various roles within Raymond James entities since 1994 and is also associated with the Ballou Family Office, where he provides financial planning, investment planning, portfolio review analysis, and client communication. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm focuses on non-discretionary planning tailored to client goals and supports its offerings with analytical tools and a broad network of affiliated advisors.

Benjamin Cross is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Thrivent Investment Management and Jpmorgan Chase Bank. His background also includes roles outside finance, such as positions at McDonald's and academic experience at Cedarville University and Macomb Community College. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Thomas Reusser is a Series 66-licensed financial advisor with UBS Financial Services in Columbus, OH. He has 23 years of industry experience and has been with UBS since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and capital markets activities.

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.