Valerie Smith is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1992 and has built longstanding relationships with her clients. Prior to joining Merrill, Valerie gained experience working four years at Wachovia Securities and Fidelity. Valerie holds multiple professional designations, including Chartered Financial Consultant (ChFC), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned her high school diploma from Madison Central. Valerie resides in Dublin with her husband, Stephen. They enjoy traveling and spending time with friends and family. They have two children, both attending The Ohio State University.

Kevin Homan is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He began his career in the financial services industry in 2007 as a Financial Paraplanner at Ameriprise Financial Services. Since joining Fidelity in 2012, Kevin has held roles including Relationship Manager, Investment Consultant, and Financial Consultant. Kevin's professional focus is to assist clients in all areas of their financial lives, emphasizing trust, relationship building, and client preferences to help individuals and families gain confidence in their financial futures. He holds a California Insurance License. Outside of his professional work, Kevin and his family are active in their church. They enjoy hiking and supporting the Ohio State Buckeyes.

Lynn Heatwole is a financial advisor at Stifel with 41 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co., Inc. since 2004. Outside of her advisory role, 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 charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Gregory Smith is a financial advisor with Ameriprise in Mount Gilead, OH, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his primary role, he works as a paraplanner for franchise advisor James Johnson at JTJ Financial, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations through a centralized consulting team.

Valeria Marcu is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses with four years of industry experience. Her career includes roles at multiple J.P. Morgan affiliates since 2022 and prior experience at Northwestern Mutual. 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 an ESG eligibility framework. The firm offers non-discretionary advisory services focused on approved funds and strategies within a broad broker-dealer and banking organization.

Michael Brennan is a financial advisor with Fidelity and holds Series 63 and Series 65 licenses. He has 32 years of industry experience and has been associated with various Fidelity entities since 1993, including Strategic Advisers Inc since 1999. Outside of his advisory work, he is an owner and partner of High Meadows Lodging LLC, a vacation and cabin rental business in Ohio. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio services.

Christopher Malone is a Series 66-licensed financial advisor with J.P. Morgan Securities in Columbus, OH. He has prior experience at KeyBank and PNC Bank, totaling over nine years in the financial services industry. Malone has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2025. 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 delivers these services through a centralized due-diligence framework and combines large institutional advisory operations with brokerage and investment management capabilities.

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 at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2022, he worked at CarMax and Kohl’s. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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.

Tod Bisher is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2018, following prior roles at PNC Bank and PNC Investments. 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 delivers advisory services alongside affiliated brokerage and investment management capabilities, with recommendations made on a non-discretionary basis.

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.

Michael Moore is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 11 years before joining LPL Financial in 2023. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and various advanced investment strategies.

Jessica Ritter is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Her prior work includes roles at Thrivent Financial, T3 Performance-Sporting Columbus, and several positions in healthcare and family services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account programs through a consolidated billing option.

Martin Perrucci is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Securities LLC since 2014. Located in Chicago, IL, he is part of a large team of advisors serving institutional clients. 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, distribution, and investment management capabilities.

Kelsey Burgett is a Series 66-licensed financial advisor with Edward Jones in Sunbury, OH, where she has worked since 2010, totaling 16 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a large network of advisors and branch offices nationwide.

Holly Neville is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2016, also maintaining a long tenure at JPMorgan Chase Bank since 2001. 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 in its recommendations.

Sonya Younker is a financial advisor at Wells Fargo Advisors in Columbus, Ohio, holding a Series 66 designation with 18 years of industry experience. She has worked within Wells Fargo’s affiliated firms since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to tailor recommendations for clients who meet a net-worth threshold.

Beth Newland is a financial advisor with Thrivent Investment Management in Reynoldsburg, OH, holding a Series 66 designation and five years of industry experience. She has been with Thrivent and its affiliated entities since 2020 and previously worked for Child Care Resources, Inc. and Zane State College. Outside of her advisory role, Newland serves as a board member of the Bethel Community Center and participates on the mission committee of North Terrace Church of Christ. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across multiple areas such as retirement, tax, and estate planning, without offering portfolio management or institutional advisory selection.

Anthony Mampieri is a financial advisor with Wells Fargo Advisors in Westerville, OH, holding a Series 63 designation and 39 years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked at Morgan Stanley in various capacities from 2010 to 2023. He owns Mampieri Financial Services, LLC based in Boca Raton, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory capabilities with banking, lending, and trustee services.