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.

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.