Heather Morris is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2011. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Trisha Chaney is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and The Huntington Investment Company. 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 combination of advisory and brokerage capabilities.

Lia Casino is a financial advisor with Raymond James Financial, holding a Series 63 designation and 11 years of industry experience. Her prior experience includes roles at Commonwealth Financial Network and The Flaherty Consulting Group. She is a board member of the Uptown Review Board of Westerville, where she participates in reviewing external building changes within the district. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored financial planning and investment consulting, employing analytical tools and risk profiling to support client goals.

Jonathan Colby is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2015, with a brief period of unemployment between 2023 and 2024. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting, delivering these services alongside affiliated brokerage, distribution, and investment management capabilities.

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.

Maurice Miller Jr. is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds a Series 66 designation and has previously worked with firms including The Prudential Insurance Company of America, Mass Mutual Investors Services, and LPL Financial. In addition to his advisory role, he owns The Legacy Consulting Group LLC, which publishes previously written books, and The Miller's Wealth Management, LLC, a full-service financial and insurance services business. LPL Enterprise serves a diverse client base ranging from individuals and high-net-worth clients to retirement plans and institutional clients, offering advisory and brokerage services supported by proprietary research, model portfolios, and third-party asset managers.

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.

Thomas Cunningham is a financial advisor with Primerica Advisors in Pickerington, Ohio, holding a Series 63 designation and 23 years of industry experience. He has been associated with PFS Investments Inc and Primerica Financial Services since 2002. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-driven strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Michael Evans is a financial advisor with LPL Financial, holding CFP®, Series 63, Series 65, and Series 66 credentials and 14 years of industry experience. His prior roles include a position at GWN Securities, Inc. and a period as a stay-at-home dad. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad clientele including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory and brokerage services supported by research, model portfolios, and various investment strategies.

Charles Amadio is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Morgan Stanley for five years. Outside of finance, he assists in a family-run landscaping business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kevin O’hare is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various educational roles, including positions at Greene County Education Service Center and Beavercreek City Schools, as well as with the University of Oregon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Marcia Herr is a Series 66-licensed financial advisor with Edward Jones in Columbus, OH. She has a total of 15 years of experience with Edward Jones, spanning from 2011 to the present. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including wrap fee programs and separately managed accounts, supported by a large network of financial advisors and branch offices nationwide.

Steven Wallis is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with JPMorgan Chase Bank, NA and J.P. Morgan Securities since 2011. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Daniel Sheets is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2017, with prior experience at Morgan Stanley and its services group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Elijah Collier is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 66 and Series 63 credentials with one year of industry experience. His work history includes roles at J.P. Morgan Securities since 2022 and JPMorgan Chase Bank since 2020, as well as experience at Kroger from 2016 to 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend approved funds and strategies on a non-discretionary basis.

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 Series 66 licensed advisor with J.P. Morgan Securities in Columbus, OH, where she has worked for 10 years since 2016. J.P. Morgan Securities LLC 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 in its recommendations.

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.

Brian Austria is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 credential and ten years of experience. He has been with Ameriprise and its affiliated entities since 2016. Outside of his advisory role, he is involved in managing his Ameriprise business through owned LLCs that serve as the operating structure for his practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.