Timothy Bartolett is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and UBS Financial Services during his career. Bartolett is currently based in Columbus, OH. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, including customized financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Michael Sierawski is a financial advisor with Primerica Advisors in Dublin, OH, holding a Series 63 designation and 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2018 and also works with UnitedHealth Group. Outside of advisory work, he occasionally drives for Uber. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and uses model-delivery strategies created by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Matthew Thomas is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation. His prior roles include positions at Global Financial Partners LLC and Foresight Marketing, LLC. 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, manager and fund searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative due diligence and incorporates ESG criteria within a range of eligible investment strategies.

Matthew Bame is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 21 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2006, including Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Angela Blawut is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and possessing four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Anne Davies is a financial advisor with Wells Fargo Advisors in Columbus, Ohio, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Morgan Stanley and Citigroup Global Markets. She is also the sole owner of The Arlington Group Investment Consulting, LLC, and a member of the Entrepreneur Organization, where she participates in networking meetings to educate business owners on operational topics. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a wide range of investment and financial planning services to individuals, trusts, and institutional clients through its network of advisors, utilizing proprietary research and planning tools to develop tailored recommendations.

Julia Ackerman is a Series 66-registered advisor with J.P. Morgan Securities in Columbus, Ohio, and has 11 years of industry experience. Her background includes service with the Union County Board of Elections from 2016 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

G Weingartner is a CFA® charterholder with 18 years of experience in the financial services industry. He has worked at LPL Financial since 2018 and previously spent 15 years with Lincoln Financial Advisors. He is based in Westerville, OH. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Devon Latimer is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 license and 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing 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 uses structured planning processes and various modeling tools to support client financial plans.

Danielle Holmes is a Series 66-licensed financial advisor with 13 years of industry experience. She has worked at OSAIC since 2023 and previously spent five years each at FSC Securities Corp and H.Beck, Inc. Outside of her advisory role, she serves as Vice President of Holmes Management LLC, an insurance and economic research agency that provides contractual services and supports securities compliance and money management. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization techniques, supports various managed account strategies, and is notable for its scale, affiliate network, and private-equity ownership.

Michael Ballou is a CFP® with 32 years of experience in the financial industry, currently serving at Raymond James Financial in Columbus, OH. He has held various roles within Raymond James entities since 1994 and is also associated with the Ballou Family Office, where he provides financial planning, investment planning, portfolio review analysis, and client communication. 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, and institutional clients. The firm focuses on non-discretionary planning tailored to client goals and supports its offerings with analytical tools and a broad network of affiliated advisors.

Jonathan Usitalo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2018, following roles at Morgan Stanley and Charles Schwab. 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. Their advisory process uses centralized due diligence combining quantitative screens and qualitative research, including ESG considerations, supported by affiliated implementation and portfolio services.

Donald Rivers is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2014. He previously co-owned Rivers/Lidke Financial Group LLC, and he is the founder of The Rivers Foundation, a family foundation focused on education. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients through a broad range of planning options and integrated financial products.

George Mooter is a financial advisor at Stifel with 18 years of industry experience and holds the Series 63 designation. He has been with Stifel Nicolaus & Co. Inc. since 2009. In addition to his advisory role, he is a notary. Stifel serves a diverse clientele including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

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.