Michael Foley is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has more than 27 years of experience providing financial and wealth management advice and services. Michael works with clients to manage their portfolios by analyzing the risk and return balance among equities, fixed income securities, alternative investments, and wealth preservation strategies. His primary areas of practice include wealth management, business retirement plans, and corporate loans/financing. Michael holds a bachelor's degree in Accounting and Finance from The Ohio State University. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is a member of the Finance Council at Saint Timothy Church and volunteers with the Boy Scouts of America. In his approach, Michael emphasizes understanding clients’ life priorities to create personalized wealth management strategies based on their goals and aspirations. Outside of his professional work, he enjoys biking, camping, hiking, photography, and spending time with his family.

William Watson is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Woodbury Financial Services and VOYA Financial Advisors. He is also involved in recommending insurance products such as term and permanent life insurance, long-term care insurance, disability insurance, and fixed indexed annuities as part of his broader financial services practice. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of asset-allocation tools and supports both discretionary and non-discretionary account management with access to third-party money managers and unified platforms.

Allyse Malooly is a financial advisor with Ameriprise Financial Services in Columbus, OH, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise since 2015, serving in various capacities within the firm. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, leveraging a centralized team that provides written Recommendation Reports and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Brandi Critchett is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Key Investment Services LLC, KeyBank, and TIAA. 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 team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Patrick Clark is a financial advisor with UBS Financial Services in New Albany, OH. He holds a Series 66 designation and has 12 years of industry experience, including prior work at Transition Support Services. He has been with UBS since 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Jeffrey Matthews is a CFP® professional with 20 years of experience in the financial industry. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, covering areas such as retirement, education, risk, wealth transfer, and specialized planning needs.

Jamie Robertson is a financial advisor at Morgan Stanley in Columbus, Ohio, holding a Series 66 designation with 12 years of industry experience at the firm. Outside of his advisory role, he operates a sole proprietorship in the recreation sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets.

Luke Dawson is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation. He joined Morgan Stanley in 2025 following prior roles in education and at a country club. Morgan Stanley Wealth Management serves both individual and institutional clients, offering financial planning and investment advisory services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of advisory programs without individual security recommendations in standalone planning.

Andrew Sinko is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Investments. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kenneth Morris Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has previously worked at LPL Financial for 14 years and also owns Side Enterprises, LLC, a manufacturing company that sells water hoses directly to consumers. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options including discretionary and non-discretionary services, financial planning, and access to third-party money managers.

Richard Mills is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Cambridge Investment Research Advisors for 10 years. Mills is also involved in insurance and tax-related business activities through Bishoff Financial Group, where he performs insurance agency duties and supports tax planning and preparation. OSAIC serves a wide range of retail and institutional clients through a large network of advisers and advisory platforms, offering integrated brokerage and investment advisory services with a focus on asset allocation, risk management, and diversified portfolio construction.

Dan Jay is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds a Series 63 designation. Outside of his advisory role, he serves as a co-trustee of a revocable trust set up by his mother. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Traci Born is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 30 years of industry experience. She has worked at Raymond James since 2012 and previously at Delaware County Bank. She is also the owner of Born Investment Group LLC, a support company based in Columbus, Ohio. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and public entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice supported by extensive research and a broad affiliate network.

Jasmina Daniels is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 66 designation and is based in Columbus, Ohio. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jennifer Jenkins is a financial advisor with LPL Financial in Columbus, Ohio, holding a Series 66 designation and eight years of industry experience. She previously worked at Lincoln Financial Advisors Corporation from 2015 to 2021 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of representatives, utilizing both discretionary and non-discretionary management supported by internal research and third-party models.

Anthony Lolli is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, with prior roles at BMO Nesbitt Burns Securities LTD, BMO Harris Financial Advisors, Inc., BMO Private Bank, and JPMorgan Chase Bank, N.A. 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 multiple market-facing registrations and functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Stephen Mc Graw is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at various J.P. Morgan entities since 2014, including JPMorgan Securities LLC and JPMorgan Chase Bank. 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.

Kathryn Kahn is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Prior to this, she spent 30 years with N.A. Property, Inc. Kathryn serves on the Investment Committee of The Columbus Jewish Foundation, a nonprofit focused on children, youth, and religious causes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients. The firm emphasizes tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Samuel Messerly is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Merrill, and Bank of America. Messerly is based in Upper Arlington, 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 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 while clients retain final decision-making authority.

Heather Witten is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1998 and brings a planning-based approach to working with individuals, families, and corporate clients, including serving a growing number of corporate defined contribution plans. Her client focus areas include divorce transition planning, education planning, family wealth management strategies, retirement income, and tax minimization. Heather holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a Bachelor's degree in Religion from Wittenberg University and an MBA from Capital University. In addition to her professional practice, Heather is involved in community organizations such as Advent Lutheran Church, Komen Columbus, Nationwide Children's Hospital, and youth sports programs. She resides in Upper Arlington with her husband and two children.