Timothy Greer is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked at several firms and organizations, including Third Coast Wealth Planning & Partners and Denison University. 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 and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations while clients retain final decision-making authority.

Christopher Neece is a financial advisor with OSAIC in Columbus, OH, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Woodbury Financial Services and Morgan Stanley, as well as self-employment as an insurance agent and involvement in home rehabbing. Neece also works as an independent agent providing health and supplemental insurance consulting to businesses. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. Its investment approach centers on model-based asset allocation and portfolio optimization, offering a range of advisory and brokerage services supported by a multi-advisor platform.

Mark Large is a financial advisor with Primerica Advisors in Columbus, OH, holding 15 years of industry experience. He has worked at PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of advisory work, he is involved in part-time driving for Lyft and participates in sales of home security and automation product referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selected discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Maher Majdalani is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 42 years of industry experience. His career includes prior roles at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, Merrill, and UBS Financial Services. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and modern portfolio theory while providing both brokerage and advisory solutions.

Garnet Wahlund is a financial advisor at Equitable Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Equitable Advisors since 2010, following previous roles at Axa Advisors and Concourse Financial Group Securities. Outside of advisory services, he maintains appointments with several insurance carriers offering life, long-term care, and disability insurance products. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and proprietary tools.

Julie Kayser is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She previously worked at Morgan Stanley for seven years before joining Wells Fargo in 2016. Outside of her advisory role, she serves as an assistant coach for the Dublin Coffman High School gymnastics team. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with third-party analytics to support diversified investment approaches.

Brian Gibaldi is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at AssetMark Brokerage, LLC and Farmers Insurance. Outside of advisory work, he manages an e-commerce business, B2G2, LLC, and serves as an insurance broker specializing in Medicare. MassMutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, utilizing firm-approved tools to develop written recommendations for clients.

Jacob Drees is a financial advisor at Wells Fargo Advisors with a Series 66 designation and began his advisory career in 2025. Prior to joining Wells Fargo Advisors, he held positions at ODW Logistics. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients through a broad range of investment and financial planning services tailored to clients meeting specific net-worth thresholds. The firm offers specialized planning options and integrates advisory services with other financial products and referral channels.

Thomas Higgins is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Advisors Asset Management, Inc., Hennion & Walsh, Inc., Guggenheim Funds Distributors LLC, and Nuveen Investments. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering tailored investment strategies through multiple wrap fee advisory programs and a combination of in-house and third-party investment managers.

Carrin Wester is a financial advisor at Wells Fargo Advisors in Columbus, OH, holding the Series 66 designation with three years of industry experience. Prior to joining Wells Fargo in 2022, she worked for the City of Gahanna and the Law Office of Kelly Patton. Wester serves as a member of the City of Gahanna Civil Service Commission and is involved with the Gahanna Area Chamber of Commerce Board of Directors. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by Wells Fargo research and planning tools. The firm serves clients who meet a net-worth threshold with a broad range of planning options and integrates advisory services with other financial products and referral channels.

Kelly Bartko is a financial advisor with Raymond James Financial, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He has been associated with Raymond James Financial Services since 2005 and also owns Robinson, Piazza, & Jones LLC, a support company based in Dublin, Ohio. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports clients through its advisory programs and institutional consulting network.

Laura Sale is a ChFC® credentialed financial advisor with 30 years of industry experience. She has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2018, and previously spent 20 years at TIAA-CREF. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Alex Gigandet is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at KeyBank from 2019 to 2022 and has held roles outside finance at TacoBell, Honda Motor Company, and UTC Aerospace Systems. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery and firm-approved tools, with a focus on advisory capacity rather than individual security recommendations.

Valerie Vannelli is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. Her career includes roles at JPMorgan Chase Bank since 2016, as well as prior positions at PNC Wealth Management and Natcity Investments. She holds Series 63 and Series 65 licenses. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative screens, qualitative research, and forward-looking capital market assumptions to build model asset allocations, with recommendations limited to eligible strategies and potential ESG considerations.

Randall Rubenstein is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding a Series 63 designation and 34 years of industry experience. He has worked with MML Investors Services, MassMutual Life Insurance Co, and MSI Financial Services since 2016. In addition to his advisory role, he holds an outside insurance agent position covering life, health, group life, group health insurance, fixed annuities, and long-term care disability income. Mass Mutual Investors Services, LLC 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 offers a range of programs including wrap and money-manager portfolios and delivers planning services through collaborative, annual engagements using firm-approved analytical tools.

Brenda Bennett is a CFP® with 21 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2024. She previously worked at Hutchinson, Shockey, Erley & Co. and The Huntington Investment Company. In addition to her advisory role, she operates Brenda Bennett LLC, providing life coaching services for individuals undergoing significant life transitions such as retirement and job changes. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad platform of capital markets and advisory solutions.

Sean Passmore is a Certified Financial Planner (CFP®) with six years of industry experience. He has worked at Edward Jones since 2019. Prior to his current role, he was involved in lawn and landscape services and the hospitality industry. Passmore is also the owner of an e-commerce business operating online stores. Edward Jones is a full-service wealth management firm serving a diverse client base including individuals, institutions, and charitable organizations, with a nationwide network of over 23,700 financial advisors and $1.01 trillion in assets under management.

Mary Cunningham is a financial advisor at J.P. Morgan Securities with seven years of industry experience and holds Series 63 and Series 66 licenses. Her work history includes roles at Fidelity Investments, UBS, Fifth Third Bank, and PNC Wealth Management. Outside of finance, she has worked as a sales representative for Talbots. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework within its recommendations.

Erica Gardner is a CFP®-certified financial advisor with Edward Jones in Columbus, OH, bringing 15 years of industry experience. She has been with Edward Jones throughout her entire career since 2011. Outside of her advisory role, she is a joint owner of an Airbnb rental property. 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 advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Donnita Mackie is a financial advisor at Ameriprise with 15 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. She is involved in managing her advisory business and is affiliated with TRLT Ventures LLC. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide personalized recommendation reports. The firm serves a wide range of clients through advisory, brokerage, and insurance solutions typical of a large institutional firm.