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.

Jameson Lett is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding a Series 66 designation and 11 years of industry experience. He previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Lett is an insurance agent specializing in life, disability, long-term care, and fixed annuities, and he owns Cinder Financial LLC and is a member of Loom Capital, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to deliver annual, collaborative financial planning engagements focused on goal analysis and strategy recommendations.

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 with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked in educational and community settings, including Ohio State University and local schools. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and provides services through a variety of financial planning and investment approaches.

Lance Lowery is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 26 years of industry experience. He has been with Cambridge since 2009. Outside of his advisory role, he is involved in coaching in the sport, fitness, and gaming areas. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing both proprietary and third-party model strategies.

Jason Hull is a financial advisor with Raymond James & Associates in Dublin, OH, holding the CFP® and ChFC® designations and bringing 31 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Raymond James in 2026. Outside of his advisory role, he serves on the marketing and development committee of Stratford Ecological Center, contributes to kidney cancer awareness and research through KC Cure, participates in the Worthington Estate Planning Council with ongoing continuing education presentations, and sits on the board of the Fremont Area Foundation, which supports college scholarships. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research resources.

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.

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.

Tori Gable is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and over 31 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, she worked at LPL Financial, LLC for 11 years. Outside of her advisory role, she maintains involvement with a dental practice and serves as a notary. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summary letters.

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.

Wendy Brinker is a CFP® professional with 32 years of industry experience, currently serving at Charles Schwab in Dublin, OH. She has been with Charles Schwab and its affiliated bank since 1997 and 2005, respectively. Outside of her advisory work, she serves as a trustee and bookkeeper for Curtain Players Theatre in Galena, OH. Charles Schwab & Co., Inc. provides wealth management services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment due diligence.

Gregory Ruff is a financial advisor with Wells Fargo Clearing in Dublin, Ohio, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Mark Huber is a financial advisor with Edward Jones in Worthington, Ohio, holding a Series 63 credential and 34 years of industry experience. He has been with Edward Jones since 1991. Outside of financial services, he is a part owner of a Standardbred trotter horse involved in selecting stakes races. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its large network of financial advisors and branch offices, as well as its affiliated capabilities such as a trust company and proprietary mutual funds.

Cynthia Davis is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Raymond James in 2023, she worked at Merrill for 21 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Kelly Dewey is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 license with 12 years of industry experience. Dewey has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Cody Congemi is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Outside of finance, he has work history including roles at Lariccia's Italian Market and the Canfield Baseball Club. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to support clients in developing financial plans.

Tejas Sinha is a financial advisor at J.P. Morgan Securities with one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, LPL Enterprise, Prudential Insurance, and participation in the Professional Golf Tour of India. 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 to support client decisions.

Kevin Duke Jr. is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016 and previously worked at Huntington National Bank and The Huntington Investment Company. Outside of finance, he is an owner and partner of Midwest Jersey Plug LLC, a sports apparel resale business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Nicolas Switzer is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Uber, Ohio State University Wexner Medical Center, and Amazon. 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 applying an ESG eligibility framework in its recommendations.