Maya Skaf is a Series 66 credentialed financial advisor with four years of industry experience. She has worked at Cetera since 2022 and previously held positions at Centene Corporation, Beacon Health Solutions, and OSU James Cancer Hospital. She is co-owner of Skafco Financial, a business associated with Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Ian Cuevas Cox is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2020. His prior experience includes roles at Jpmorgan Chase Bank, Alliance Data, and Sb Nation/Vox Media. 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 and qualitative research and incorporates ESG eligibility frameworks when appropriate.

Justin Booher is a financial advisor at J.P. Morgan Securities in Columbus, OH, with nine years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Morgan Stanley and Morgan Stanley Services Group Inc. before joining J.P. Morgan Securities in 2017. 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 focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence that integrates quantitative screens, qualitative research, and forward-looking capital market assumptions.

Kavitha Raghukanth is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds the Series 63 and Series 66 designations and has worked within various divisions of J.P. Morgan since 2015. 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 employs a centralized due diligence process combining quantitative screening and qualitative research to support its advisory recommendations.

Braedon Killion is a Financial Advisor with Merrill Lynch Wealth Management, serving as a member of The Weise Team. Recognized in 2025 by Forbes on their "Best-In-State Wealth Management Teams" list for Ohio, he focuses on helping individuals and families make confident, values-based financial decisions. His client focus areas include family wealth management strategies, managing new wealth, and personal retirement planning. Braedon holds a bachelor's degree from Cedarville University, with majors in Finance and Accounting and minors in Business Analytics and Biblical Studies. His professional background includes experience in venture capital and financial planning, and he holds the designations of Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). His approach combines personalized strategies with clear, consistent guidance, emphasizing trust and client interests. Outside of his professional role, Braedon enjoys camping, hiking, running, and traveling. He believes that financial freedom, built on a foundation of trust and a thoughtful plan, is one of life's greatest accomplishments.

Daniel Farrell is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for 15 years and Chase Investment Services Corp. for 4 years before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with centralized due diligence supporting its advisory process.

Justin Weisman is a Series 66-credentialed advisor with 10 years of experience, currently with J.P. Morgan Securities in Columbus, OH. His prior work includes roles at UBS Financial Services, Bank of America, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may include ESG criteria, supported by affiliated implementation and portfolio services.

Parker Salata is a financial advisor at Cetera with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Cetera and its related entities since 2019, following prior roles at Foresters Advisory Services LLC and Foresters Financial Services. He is also co-owner of Skafco Financial, a business affiliated with Cetera. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supported by over 10,000 advisors and more than $256 billion in assets under management.

Adam Day is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 66 credentials and 11 years of industry experience. Prior to his current role, he worked at firms including Fidelity Brokerage Services and Infinex Investments. He is also the sole owner of AD Financial Services, a separate investment-related business. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with clients selecting implementation options through brokerage or advisory programs.

Michael Menning is a financial advisor at OSAIC with the designations ChFC® and Series 63, and 35 years of industry experience. His prior work includes roles at SagePoint Financial and New England Securities. He serves on the board of the Lindy Infante Foundation, which provides scholarships to underprivileged children for athletic participation. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform featuring model-based asset allocation and portfolio optimization.

Kelly Kashmiry is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 26 years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2020, Kelly worked at Merrill from 2002 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and methodologies.

Brian Mccleave is a financial advisor at Fisher Investments with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GWFS Equities, Inc. and Prudential Insurance Company of America. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research with a centralized portfolio management system to construct diversified portfolios and manages risk through tax-aware processes and defensive tactics.

Andrew Sutton is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked at several branches of J.P. Morgan since 2012, as well as at The Huntington Investment Company and Ameriprise. Based in Columbus, OH, Sutton’s career has been focused within major financial institutions. 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 emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Nicole Downing is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Nationwide Investment Advisors, Nationwide Investment Services Corporation, AdvoCare, and JPMorgan Chase-affiliated firms. Outside of finance, she is involved with Blast FC Soccer Academy, where she serves as an administrator and registrar for teams and leagues. 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 within a non-discretionary program. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, offering access to a range of eligible strategies and incorporating ESG considerations.

Andrew Hummer is a financial advisor with Merrill in Columbus, OH, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Bank of America, N.A., Upper Arlington City Schools, and The Ohio State University. Outside of advisory work, he serves as a head and middle school basketball coach for Upper Arlington City Schools. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kevin Xie is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes positions at J.P. Morgan Securities and Worth Capital, along with earlier roles at Grubhub, Doordash, and The Ohio State University. He is also involved with Jade Dragon, a separate business activity active since 2018. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Chiu is a financial advisor with Primerica Advisors in Columbus, OH, holding Series 65 and Series 63 licenses and having one year of industry experience. He has worked with Primerica Financial Services since 2011. Outside of advisory work, he owns and operates a Liberty Tax franchise in Columbus. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

German Cabrera is a financial advisor with LPL Financial in Worthington, OH, holding a Series 66 designation and 12 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc., Securities America Advisors, and Invest Financial Corp. Outside of his advisory work, he is involved with OPOC.us, a retirement services business he has operated since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a wide range of financial planning and investment management services through a large network of advisors and utilizes both proprietary and third-party strategies with a variety of advisory platforms.

Daniel Needs is a financial advisor with Primerica Advisors in Worthington, Ohio, holding 15 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2010 and has been self-employed since 2008. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party managers and provides advisory services through a large network of financial advisors.

Mauricio Zamaripa is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also involved as an owner and partner in Fanbase, a social media app. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for institutional clients.