Michael Mooney Jr. is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Siharum Advisors, LLC for five years before joining Wells Fargo Advisors in 2018. Outside of his advisory role, he has ownership in MKM Financial Services, LLC, and Freeport 322, LLC, entities related to financial and estate planning. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a range of investment and financial planning services to individuals, trusts, and institutions. The firm offers tailored planning solutions using proprietary research and tools, with services covering areas such as retirement, education, risk, and wealth-transfer planning.

Benjamin Cross is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Thrivent Investment Management and Jpmorgan Chase Bank. His background also includes roles in education and manufacturing prior to his financial services career. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized reporting supported by centralized due diligence and combines quantitative and qualitative research in its advisory process.

Jonathan Grimm is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 credential with one year of industry experience. He previously worked at The Huntington Investment Company and has been affiliated with Huntington National Bank since 2010. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, emphasizing dependable income sources and tax-aware withdrawal strategies.

Courtney Freed is a financial advisor at UBS Financial Services with five years of industry experience. She holds Series 66 and Series 63 designations and has worked previously at Vanguard and UBS, as well as having experience outside finance including roles at The Walt Disney Company and The Ohio State University. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations to tailor client plans.

Thomas Reusser is a Series 66-licensed financial advisor with UBS Financial Services in Columbus, OH. He has 23 years of industry experience and has been with UBS since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and capital markets activities.

Chad Lybarger is a CFP® and ChFC® with 15 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He previously worked at Morgan Stanley and The Huntington Investment Company. Outside of his advisory role, he is the owner of PGFC, LLC and serves as head coach for a youth soccer team with the Hilliard Ohio Soccer Association. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a dedicated manager solutions team.

Joseph Jesionowski is a financial advisor with Wells Fargo Clearing in Dublin, Ohio, holding a Series 63 designation and bringing 54 years of industry experience. He previously worked at A.G. Edwards & Sons, Inc. for seven years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a broad range of brokerage and advisory solutions.

Paul Webber is a financial advisor at J.P. Morgan Securities in Columbus, OH, with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, following a 19-year tenure at Fifth Third Bancorp and its affiliated securities firm. Outside of his advisory role, he is a member of a personal rock band that performs at local bars. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and incorporates an ESG eligibility framework in its recommendations.

Matthew Johnson is a financial advisor at Ameriprise in Columbus, OH, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Ameriprise in 2025, he worked at Biltmore Family Office, LLC and was affiliated with The Ohio State University. Outside of finance, he is co-owner of Johnson.Johnson Landscaping LLC, a landscaping and yard maintenance business. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Butcher is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds the Series 63 designation and has worked at several firms, including Securities America and Principal Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Brenden Marzano is a financial advisor with J.P. Morgan Securities in Columbus, OH. He holds a Series 66 designation and has been in the industry since 2025. His prior experience includes roles at Equitable Advisors and JPMorgan Chase Bank, N.A. Outside of his advisory work, he has been involved with youth soccer programs. 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 and qualitative research and incorporates ESG considerations within a non-discretionary investment program.

Valerie Smith is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1992 and has built longstanding relationships with her clients. Prior to joining Merrill, Valerie gained experience working four years at Wachovia Securities and Fidelity. Valerie holds multiple professional designations, including Chartered Financial Consultant (ChFC), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned her high school diploma from Madison Central. Valerie resides in Dublin with her husband, Stephen. They enjoy traveling and spending time with friends and family. They have two children, both attending The Ohio State University.

Kevin Homan is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He began his career in the financial services industry in 2007 as a Financial Paraplanner at Ameriprise Financial Services. Since joining Fidelity in 2012, Kevin has held roles including Relationship Manager, Investment Consultant, and Financial Consultant. Kevin's professional focus is to assist clients in all areas of their financial lives, emphasizing trust, relationship building, and client preferences to help individuals and families gain confidence in their financial futures. He holds a California Insurance License. Outside of his professional work, Kevin and his family are active in their church. They enjoy hiking and supporting the Ohio State Buckeyes.

Lynn Heatwole is a financial advisor at Stifel with Series 63 and Series 65 licenses and 42 years of industry experience. She has been with Stifel Nicolaus & Co., Inc. since 2004. Outside of her advisory work, she is the sole owner of Welsh Hills Hops LLC, a farming business that supplies hops to local breweries. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Gregory Smith is a financial advisor with Ameriprise in Mount Gilead, OH, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his primary role, he works as a paraplanner for franchise advisor James Johnson at JTJ Financial, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations through a centralized consulting team.

Valeria Marcu is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 licenses and has worked at several J.P. Morgan entities since 2022, as well as Northwestern Mutual prior to that. 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 and qualitative research with a forward-looking capital market approach and includes capabilities in derivatives and commodities.

Michael Brennan is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with various Fidelity entities since 1993. Outside of his advisory role, he is an owner and partner of High Meadows Lodging LLC, a vacation cabin rental business in Ohio. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered investment companies.

Christopher Malone is a Series 66–licensed financial advisor with one year of industry experience. He is currently with J.P. Morgan Securities and has prior experience at KeyBank and PNC Bank. Malone is based in Columbus, Ohio. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting.

Chimene Locke is a financial advisor with Primerica Advisors in Reynoldsburg, OH, holding a Series 63 designation and 23 years of industry experience. She has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of advisory work, she also works as an independent contractor for Uber. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Hassan Lamei is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Carmax The Auto Super Store and Kohl’s. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.