Chad Lybarger is a CFP® and ChFC® with 15 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He previously worked at Morgan Stanley and The Huntington Investment Company. Outside of his advisory role, he is the owner of PGFC, LLC and serves as head coach for a youth soccer team with the Hilliard Ohio Soccer Association. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a dedicated manager solutions team.

Paul Webber is a financial advisor at J.P. Morgan Securities in Columbus, OH, with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, following a 19-year tenure at Fifth Third Bancorp and its affiliated securities firm. Outside of his advisory role, he is a member of a personal rock band that performs at local bars. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and incorporates an ESG eligibility framework in its recommendations.

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.

Brenden Marzano is a financial advisor with J.P. Morgan Securities in Columbus, OH. He holds a Series 66 designation and has been in the industry since 2025. His prior experience includes roles at Equitable Advisors and JPMorgan Chase Bank, N.A. Outside of his advisory work, he has been involved with youth soccer programs. 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 and incorporates ESG considerations within a non-discretionary investment program.

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 at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 licenses and has worked at several J.P. Morgan entities since 2022, as well as Northwestern Mutual prior to that. 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. Their advisory process combines quantitative and qualitative research with a forward-looking capital market approach and includes capabilities in derivatives and commodities.

Chimene Locke is a financial advisor with Primerica Advisors in Reynoldsburg, OH, holding a Series 63 designation and 23 years of industry experience. She has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of advisory work, she also works as an independent contractor for Uber. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Hassan Lamei is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Carmax The Auto Super Store and Kohl’s. 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, supported by centralized due diligence and quantitative and qualitative research.

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.

Sara Canterbury is a financial advisor with Mass Mutual Investors Services in Bexley, Ohio, holding CFP® and Series 63 designations and possessing 17 years of industry experience. She has worked with Mass Mutual Investors Services and MassMutual Financial Group since 2009 and previously spent 16 years at Pottery Barn. Additionally, Canterbury is engaged in life, health, disability, long-term care, and fixed annuities insurance sales. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved tools and offers a range of event-driven planning programs alongside educational seminars.

Rebecca Singer is a financial advisor at UBS Financial Services in Columbus, OH, with 10 years of industry experience. She has been with UBS Financial Services since 2013 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to its clients.

Randall Hoagland is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Morgan Stanley in Dublin, OH, having previously worked at Wells Fargo Clearing Services, Thrivent Financial, Cambridge Investment Research, and Nationwide Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools.

Holly Neville is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 12 years of industry experience. She has been with J.P. Morgan Securities since 2016 and has worked at JPMorgan Chase Bank, N.A. since 2001. 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 written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers access to derivatives and commodities capabilities through its broader regulatory registrations.

Sonya Younker is a financial advisor with Wells Fargo Advisors in Columbus, OH, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She has intermittent service at Wells Fargo Advisors since 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting certain net-worth criteria, using proprietary research and tools to develop customized recommendations.

Ryan O’Rourke is a Series 66-licensed financial advisor with Morgan Stanley in Columbus, Ohio, where he has worked since 2022. He has three years of industry experience, including prior roles at Pella Mid Atlantic and Sage Custom: S Ricker Holdings LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools to help clients develop tailored financial plans.

Lajonte Wilson is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at Cxloyalty and JPMorgan Chase Bank, N.A. 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 to develop model asset allocations and may incorporate an ESG eligibility framework.

Evan Schmidt is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials with three years of industry experience. Prior to joining J.P. Morgan Securities in 2022, he worked at TBF Financial, LLC for one year. His background also includes work with Junk Remedy and Andres Medical Billing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Majid Zibaie is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and four years of industry experience. Prior to his role at Morgan Stanley, he worked in the restaurant and bar industry, including five years at Cap City Fine Diner and Bar and the same duration at Hamiltons Pub Bar and Grill. He remains involved as an employee at Cap City Fine Diner and Bar outside of his advisory work. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured tools and analysis but generally acts in an advisory capacity rather than as an ERISA fiduciary unless otherwise engaged.

Isaiah Speelman is a financial advisor at Edward Jones in Columbus, OH, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Edward Jones, he held roles at JPMorgan Chase Bank, J.P. Morgan Securities, and other firms. He also has involvement with ZAY323, LLC, an entrepreneurial venture. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Brian Weibel is a CFP® professional with 12 years of experience in financial advising, currently with Edward Jones since 2014. He is based in Columbus, OH, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by one of the largest networks of financial advisors and branches in the industry.