Joseph Mathias is a financial advisor at LPL Financial with 17 years of industry experience. He holds the ChFC® and Series 66 credentials and has previously worked at Wells Fargo Advisors LLC and Edward Jones. His other business activities include ownership of an inactive real estate development business, MKM Custom Builders LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions delivered through a large network of investment adviser representatives.

Amanda Gallagher is a financial advisor at Morgan Stanley in Columbus, Ohio, holding Series 63 and Series 66 designations with 24 years of industry experience. She has been with Morgan Stanley since 2006, initially with Morgan Stanley DW Inc. and then continuing with Morgan Stanley Wealth Management from 2009 to the present. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, using firm-approved tools and a structured planning process.

Malik Breckenridge Hall is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. He also owns Breckenridge Estates LLC, a real estate venture focused on fix and flip, wholesaling, and residential property rentals. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Aaron Black is a financial advisor at J.P. Morgan Securities in Grove City, Ohio, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Nationwide Investment Advisors and Nationwide Investment Services Corp. He has worked continuously in the financial sector since 2019, with earlier experience outside the industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative manager due diligence with forward-looking capital market assumptions to build model allocations, offering a broad range of derivatives and commodities capabilities.

Matthew Close is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in offering property and casualty insurance through a Liberty Mutual-affiliated agency and works as a health insurance agent. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offers access to third-party asset managers, and facilitates insurance product sales through affiliated entities.

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, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Rosko also maintains an LLC for tax and administrative purposes. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment strategies and offering financial planning, access to third-party asset managers, and affiliated insurance and trust services.

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.

Logan Larivee is a financial advisor at Wells Fargo Clearing with a Series 66 designation and experience beginning in 2024. Prior to joining Wells Fargo, he worked at Baird and has a background that includes several years in other industries such as food service and education. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, acting as an ERISA fiduciary when providing investment advice.

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, OH, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining LPL Financial, she worked at Peloton Interactive and the University of Cincinnati. She is also associated with Reiniger and Associates LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad suite of financial products.

Heather Morris is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 designations and 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2011. 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. The firm's advisory process combines quantitative screening and qualitative research, utilizing forward-looking capital market assumptions to build model asset allocations.

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 worked at firms including Bank of America, Merrill, Huntington Investment Company, PNC Wealth Management, Edward Jones, and Wells Fargo Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, with an emphasis on ESG considerations and derivatives capabilities.

Alejandra Guzmandelacruz is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation. She has six years of industry experience, including prior roles at JP Morgan and Amazon. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, with clients responsible for plan implementation and updates.

Lia Casino is a financial advisor with Raymond James Financial in Westerville, Ohio, holding a Series 63 designation and 11 years of industry experience. Her work history includes roles at Commonwealth Financial Network and The Flaherty Consulting Group. Outside of advising, she serves as a board member on the Uptown Review Board of Westerville, reviewing requested external building changes within the district. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning using various analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Jonathan Colby is a Series 66 licensed financial advisor with 14 years of industry experience. He has worked primarily at J.P. Morgan Securities, with prior experience at Edward Jones. His current role is based in Columbus, OH. 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 program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.