William Watson is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services, VOYA Financial Advisors, Commonwealth Financial Network, and Chase Investment Services. Watson owns an insurance agency through which he sells life, long term care, and disability insurance on a needs basis. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a variety of advisory and brokerage services employing a model-based asset allocation approach with discretionary and third-party managed strategies.

Allyse Malooly is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and with 10 years of industry experience. She has been with Ameriprise since 2015, including its affiliated entities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service with a focus on retirement-income planning, dependable income sources, and tax-aware withdrawal strategies.

Keith Kimberly is a financial advisor with LPL Financial in Dublin, Ohio, holding a Series 63 designation and 31 years of industry experience. He previously worked at VOYA Financial Advisors and operated The Kimberly Financial Group for a decade. Kimberly also sells life, annuity, health, disability, and long-term care insurance as part of his business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Brandi Critchett is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at TIAA and Key Investment Services. 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. Their advisory process integrates centralized due diligence with both quantitative and qualitative research, supporting recommendations that may include an ESG eligibility framework.

Patrick Clark is a financial advisor with UBS Financial Services in New Albany, OH. He holds a Series 66 designation and has 12 years of industry experience, including prior work at Transition Support Services. He has been with UBS since 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Jeffrey Matthews is a CFP® professional with 20 years of experience in the financial industry. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, covering areas such as retirement, education, risk, wealth transfer, and specialized planning needs.

Elizabeth Chakeres is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and previously worked at The Huntington Investment Company and PNC Investments. Outside of her advisory role, she engages in jewelry making as an artist. 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 personalized retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Jameson Lett is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding a Series 66 designation and 11 years of industry experience. He previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Lett is an insurance agent specializing in life, disability, long-term care, and fixed annuities, and he owns Cinder Financial LLC and is a member of Loom Capital, LLC. Mass Mutual Investors Services 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 uses firm-approved software to deliver annual, collaborative financial planning engagements focused on goal analysis and strategy recommendations.

Jamie Robertson is a financial advisor at Morgan Stanley in Columbus, Ohio, holding a Series 66 designation with 12 years of industry experience at the firm. Outside of his advisory role, he operates a sole proprietorship in the recreation sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets.

Luke Dawson is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked in educational and community settings, including Ohio State University and local schools. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and provides services through a variety of financial planning and investment approaches.

Andrew Sinko is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 designations and eight years of industry experience. He previously worked at PNC Investments from 2017 to 2022 and has been with J.P. Morgan Securities since 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research with a focus on Eligible Strategies and incorporates ESG considerations.

Lance Lowery is a financial advisor with Cambridge Investment Research Advisors in Dublin, Ohio, holding a Series 63 designation and having 26 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2009, with prior experience at Raymond James Financial and Raymond James Financial Services. Outside of his advisory role, Lowery is involved in coaching in the sport, fitness, and gaming sectors. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.

Christian Rether is a financial advisor with Charles Schwab in Columbus, Ohio, holding Series 63, 65, and 66 licenses and with 16 years of industry experience. His prior roles include positions at Horter Investment Management, The Pension Group, Symmetry Financial Group, JP Morgan Securities, Ameriprise Financial Services, Edward Jones, and Mass Mutual Investors Services. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and emphasizes multi-asset model portfolios alongside a formal alternative investment program.

Traci Born is a financial advisor with Raymond James Financial, holding a Series 66 designation and 30 years of industry experience. She has worked with Raymond James Financial Services Advisors, Inc. since 2012 and previously with Delaware County Bank. In addition to her advisory role, she is the owner of Born Investment Group LLC, a support company based in Columbus, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning and consulting, utilizing risk profiling and modeling tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Jason Hull is a financial advisor with Raymond James & Associates in Dublin, OH, holding the CFP® and ChFC® designations and bringing 31 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Raymond James in 2026. Outside of his advisory role, he serves on the marketing and development committee of Stratford Ecological Center, contributes to kidney cancer awareness and research through KC Cure, participates in the Worthington Estate Planning Council with ongoing continuing education presentations, and sits on the board of the Fremont Area Foundation, which supports college scholarships. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research resources.

Samuel Buford is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 designation with 11 years of experience at the firm since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jasmina Daniels is a financial advisor at Merrill with 18 years of industry experience, including eight years as a licensed advisor. She holds a Series 66 designation and is based in Columbus, Ohio. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Jennifer Jenkins is a financial advisor with LPL Financial in Columbus, Ohio, holding a Series 66 designation and nine years of industry experience. She previously worked at Lincoln Financial Advisors Corporation from 2015 to 2021. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, third‑party asset management, and institutional platforms.

Anthony Lolli is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including BMO Nesbitt Burns Securities LTD, BMO Harris Financial Advisors, and JPMorgan Chase Bank. He is based in Columbus, OH. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG criteria in its recommendations.

Stephen Mc Graw is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked with various divisions of JPMorgan since 2014. 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 through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.