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.

Timothy Pester is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 30 years of industry experience. His prior roles include positions at CUSO Financial Services, Fifth Third Securities, and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

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 designations and having 27 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of her advisor role, she owns and manages The Arlington Group Investment Consulting, LLC, and is a member of the Entrepreneur Organization, where she participates in networking meetings focused on business education. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

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 industry experience, currently affiliated with LPL Financial since 2021. Prior to joining LPL Financial, he spent 15 years at Lincoln Financial Advisors. His other business activities include operating a real estate rental business in Westerville, OH. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and brokerage services supported by research and model portfolios from internal and third-party sources.

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.

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.

Jonathan Usitalo is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2018, following a prior role at Morgan Stanley from 2014 to 2018. Based in Tulsa, OK, he provides advisory services within a firm known for delivering institutional consulting to corporations, foundations, and defined contribution plan sponsors. J.P. Morgan Securities offers asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program where clients retain final decision authority. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, supporting its services with centralized due diligence and ESG eligibility processes.

Donald Rivers is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2014. He previously co-owned Rivers/Lidke Financial Group LLC, and he is the founder of The Rivers Foundation, a family foundation focused on education. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients through a broad range of planning options and integrated financial products.

George Mooter is a financial advisor at Stifel with 18 years of industry experience and holds the Series 63 designation. He has been with Stifel Nicolaus & Co. Inc. since 2009. In addition to his advisory role, he is a notary. Stifel serves a diverse clientele including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Michael Mooney Jr. is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Siharum Advisors, LLC for five years before joining Wells Fargo Advisors in 2018. Outside of his advisory role, he has ownership in MKM Financial Services, LLC, and Freeport 322, LLC, entities related to financial and estate planning. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a range of investment and financial planning services to individuals, trusts, and institutions. The firm offers tailored planning solutions using proprietary research and tools, with services covering areas such as retirement, education, risk, and wealth-transfer planning.

Vicki Lynch is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at J.P. Morgan and Edward Jones over her career. Lynch is based in Columbus, Ohio. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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.

Courtney Freed is a financial advisor at UBS Financial Services with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including The Vanguard Group and UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research with model-based asset allocations to tailor financial plans. The firm provides services including portfolio management, mutual fund distribution, and capital markets solutions.

Charles Knapp is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, NA and J.P. Morgan Securities since 2016, based in Columbus, OH. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making investment recommendations.

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.

Matthew Johnson is a financial advisor at Ameriprise with Series 63 and Series 65 licenses. He has been with Ameriprise since 2025 and has prior experience at Biltmore Family Office, LLC, as well as an educational background that includes roles at The Ohio State University and Sinclair Community College. Outside of finance, he co-owns Johnson.Johnson Landscaping LLC, a landscaping and yard maintenance business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.