Matthew Lee is a financial advisor with LPL Financial in Columbus, Ohio, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior work includes roles at Kemba Financial Credit Union, Cuso Financial Services, Wells Fargo Advisors, and Ascend Advisory Group. 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 portfolios, third-party asset management access, and institutional platforms.

Kyle Roberts is a financial advisor with Primerica Advisors in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been associated with Primerica Advisors and Primerica Financial Services since 2001 and also works with Primevision Financial Group since 2018. In addition to investment advisory activities, he is involved in the sale of loan products and referral of home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses a third-party due-diligence consultant and delegates trading responsibilities to BNY Mellon Advisors, employing a tiered wrap-fee structure and maintaining control over model management.

Zachary Sieverts is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked at Miami University and Atwood Lake Boats. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Gregory Thompson is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, previously working at JPMorgan Chase Bank, N.A. since 2021. 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, delivering recommendations on a non-discretionary basis.

Stephanie Mccurdy is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with UBS since 2007. Outside of her advisory role, she serves as Treasurer and a member of the Board of Directors for the Resurrecting Lives Foundation, a nonprofit focused on military awareness for traumatic brain injury. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management through a broad platform of financial planning, portfolio management, and capital markets solutions.

Christopher Rhorer is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and previously worked at NYLIFE Securities LLC and New York Life Insurance Co. before joining J.P. Morgan in 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm delivers non-discretionary services through a select group of Wealth Advisors.

Jhana Rae Cole is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and five years of industry experience. She has worked at several firms including Morgan Stanley, E*TRADE Securities, and JPMorgan Chase Bank. Outside of her financial career, she is involved in an event services business specializing in dessert table setups for celebrations. 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.

Grant Mooi is a Senior Financial Advisor with Merrill Lynch Wealth Management, currently serving clients through the King Engle Group in Dayton, Ohio. He has been with Merrill Lynch since 2006, initially working in Florida where he developed expertise in insurance strategies related to retirement income and wealth transfer. In 2014, he transitioned to Columbus, Ohio as a Retirement Specialist, focusing on longevity, retirement planning, education funding, and Social Security strategies. Grant holds FINRA Series 7, 6, 63, and 65 registrations and is licensed by the State of Ohio for life insurance. He is also a Personal Investment Advisor (PIA). His educational background includes a High School Diploma from La Salle College and an Associate's Degree from Palm Beach Community College. Grant’s approach to financial advising centers on understanding clients’ personal goals and simplifying their financial lives, with client focus areas that include college education planning, divorce transition planning, executive compensation, legacy planning, LGBT wealth planning, and managing new wealth. In addition to his professional work, Grant serves on the board of Easterseals Central and Southeast Ohio, supporting the organization’s mission related to disabilities. Outside of work, he is actively involved in coaching youth soccer and spending time with his wife Bre and their three children.

Ethan De Naeyer is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at RBC and UBS. Outside of his advisory role, he has experience working at Schottenstein Arena and the City of Upper Arlington. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Joshua Reynolds is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including PNC Investments LLC, Fifth Third Bank, The Huntington Investment Company, and Community Trust Bank. His career spans a range of financial services roles across multiple organizations. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, ERISA retirement services, and access to various manager platforms, with more than $256 billion in assets under management.

Keith Yates is a financial advisor with Ameriprise in Powell, OH, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized planning, with a centralized team supporting advisors and a process that incorporates algorithmic automation overseen by a Retirement Income Oversight Committee.

Nathan Pugh is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at AM Spirit and Waddell & Reed, and he was involved with the Rotary Club of Union County for eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supported by a large network of investment adviser representatives.

Steven Harrell is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wright-Patt Credit Union and CUSO Financial Services. Harrell is also involved with WPCU Retirement Solutions, a retirement planning business related to his LPL activity. 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, supported by a network of investment adviser representatives.

Renaldo Beltran is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. He has been with JPMorgan Securities LLC since 2013. 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.

Erin Brown Eizensmits is a ChFC®-credentialed financial advisor with nine years of industry experience, currently associated with Edward Jones since 2017. Prior to joining Edward Jones, she worked at St. Mary Elementary for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and operates through a large network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

Scott North is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, following roles in logistics, construction, and accounting firms. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, incorporating proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is known for its advisory roles with registered investment companies and use of systematic methodologies in building model portfolios.

Austin Fisher is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Before joining LPL Financial in 2023, he worked at Rocky Brands Inc and spent four years at the University of Toledo. 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 advisory and brokerage services through a large network of representatives, employing a variety of investment strategies and technology tools alongside its broad suite of financial products.

Chris Fales is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities LLC since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and incorporating ESG criteria in its investment recommendations.

Jered Seibert is a Financial Consultant at the Columbus Investor Center, where he assists the Central Ohio community in building and implementing holistic, goal-based, customized financial plans aimed at providing peace of mind through financial security. He has been with Fidelity Investments since 2022, holding various roles including Financial Consultant, Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to his tenure at Fidelity Investments, Jered held several regional leadership roles in the financial services industry. These positions include Regional Vice President at Transamerica Capital, Inc., New York Life Distributors, LLC., and Summit Alliance Securities, LLC., as well as Regional Marketing Director at Hartford Life, LLC. His extensive experience spans over a decade in financial consulting and leadership. Outside of his professional career, Jered has interests in fitness, lake activities, music, pets, traveling, and yoga.

Shane Morrison is a CFP® with 32 years of industry experience, currently serving at J.P. Morgan Securities. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019, and previously at Morgan Stanley from 2016 to 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.