Malik Breckenridge Hall is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and four years of industry experience. In addition to his advisory role, he is the owner and partner of Breckenridge Estates LLC, a business focused on residential real estate activities including fix and flip, wholesaling, and renting properties. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Charles Wan is a CFP® professional with three years of industry experience, currently affiliated with Cetera in Columbus, OH. He has worked at firms including Bank of America, Merrill, and Fidelity Investments. Outside of his advisory role, he supports financial advisors at Three Creeks Capital Management. Cetera is an SEC-registered adviser serving a broad client base ranging from individual investors to institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to both affiliated and third-party money managers.

Matthew Close is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in offering property and casualty insurance as well as health insurance through affiliated agencies. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.

Mohamad Mizyan is a Series 66-registered financial advisor with Morgan Stanley in Columbus, Ohio, bringing seven years of industry experience. He previously worked at JPMorgan Securities LLC for six years and at Fifth Third Bank for one year. Outside of his advisory role, he is involved in entrepreneurial ventures including a cleaning service business and a partner in an electric vehicle charging solutions company. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Steven Derwent II is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services during this time. Outside of his advisory role, he owns and operates two affiliate marketing businesses, Steadfast In Trial and The Accessible Smart Home, and is a partner in several logistics and railroad equipment companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual, corporate, and charitable clients through a large network of financial advisors. The firm utilizes model-delivery strategies provided by unaffiliated asset managers and offers various investment approaches including strategic, tactical, and tax-managed models.

Troy Rosko is a financial advisor with LPL Enterprise in Columbus, OH, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also operates ROSKO LLC, a business entity used for tax and administrative purposes. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.

Romeo Vuticevski is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2016. Outside of his advisory role, he coaches girls high school tennis for New Albany Plain-Local Schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 support its advisory network.

Jason Waters is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 1996, progressing through roles including Investments Representative, Financial Consultant, and currently Vice President, Financial Consultant. With over 30 years of experience, Jason takes a holistic approach to financial planning, utilizing Fidelity's tools and resources to assist clients in prudent investment strategies aimed at achieving their financial goals.

Zane Harris is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at DoorDash, Subway, and several other companies, alongside ongoing freelance work on Upwork. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, offering a broad range of investment services through its Financial Advisors and Estate Planning Strategies Group.

Alexa Reiniger is a financial advisor with LPL Financial in Westerville, Ohio, holding Series 63 and Series 66 licenses and bringing three years of industry experience. Her prior professional background includes roles at Peloton Interactive and the University of Cincinnati. She also operates Reiniger and Associates LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by both discretionary and non-discretionary management and access to research and model portfolios.

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 at Raymond James Financial with 10 years of industry experience. She holds a Series 63 designation and previously worked at Commonwealth Financial Network and The Flaherty Consulting Group. Lia serves on the Uptown Review Board of Westerville, where she reviews requested external building changes within the district. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various programs and supports clients with asset-allocation analysis, modeling tools, and firm research.

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.