Valeria Marcu is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. She holds Series 63 and Series 66 licenses and has four years of industry experience, including prior work at Northwestern Mutual and various roles within JPMorgan affiliates. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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 J.P. Morgan Securities in Columbus, OH. He has prior experience at KeyBank and PNC Bank, totaling over nine years in the financial services industry. Malone has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through a centralized due-diligence framework and combines large institutional advisory operations with brokerage and investment management capabilities.

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 at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2022, he worked at CarMax and Kohl’s. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Chase Boyd is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and six years of industry experience. His work history includes roles at Morgan Stanley and J.P. Morgan entities, as well as a position at Phyton Talent Advisors and earlier employment with H and H Land Clearing and Tiffin University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

Tod Bisher is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and 22 years of industry experience. He has worked at several firms including Merrill, Bofa Advisors, PNC Wealth Management, and PNC Bank before joining J.P. Morgan Securities in 2018. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Sara Canterbury is a financial advisor with Mass Mutual Investors Services in Bexley, Ohio, holding CFP® and Series 63 designations and possessing 17 years of industry experience. She has worked with Mass Mutual Investors Services and MassMutual Financial Group since 2009 and previously spent 16 years at Pottery Barn. Additionally, Canterbury is engaged in life, health, disability, long-term care, and fixed annuities insurance sales. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved tools and offers a range of event-driven planning programs alongside educational seminars.

Rebecca Singer is a financial advisor at UBS Financial Services in Columbus, OH, with 10 years of industry experience. She has been with UBS Financial Services since 2013 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to its clients.

Michael Moore is a financial advisor at LPL Financial with 15 years of industry experience. He previously worked at Edward Jones for 11 years before joining LPL Financial. Moore holds Series 63 and Series 66 designations. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services through a large network of professionals to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs, including access to third-party asset managers and institutional platforms.

Jessica Ritter is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Her prior work includes roles at Thrivent Financial, T3 Performance-Sporting Columbus, and several positions in healthcare and family services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account programs through a consolidated billing option.

Martin Perrucci is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Securities LLC since 2014. Located in Chicago, IL, he is part of a large team of advisors serving institutional clients. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Randall Hoagland is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Morgan Stanley in Dublin, OH, having previously worked at Wells Fargo Clearing Services, Thrivent Financial, Cambridge Investment Research, and Nationwide Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools.

Kelsey Burgett is a Series 66-licensed financial advisor with Edward Jones in Sunbury, OH, where she has worked since 2010, totaling 16 years of industry experience. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a large network of advisors and branch offices nationwide.

Anthony Reilly is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He has worked at Wells Fargo Advisors Financial Advisors LLC since 2009 and has been involved with Ascend Advisory Group LLC since 2001. Outside of his advisory work, he owns and manages several farming enterprises in Ohio and Kentucky. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized planning for business owners, sports and entertainment professionals, and other niche areas.

Holly Neville is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2016, also maintaining a long tenure at JPMorgan Chase Bank since 2001. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Sonya Younker is a financial advisor at Wells Fargo Advisors in Columbus, Ohio, holding a Series 66 designation with 18 years of industry experience. She has worked within Wells Fargo’s affiliated firms since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to tailor recommendations for clients who meet a net-worth threshold.

Robert Bishop is a financial advisor with Raymond James & Associates in Dublin, OH, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. His prior work includes more than three decades at Merrill Lynch Pierce Fenner & Smith Inc and Bank of America. Outside of his advisory role, he is an author involved with Mason Alley Publishing. Raymond James & Associates 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 and non-discretionary consulting supported by a range of portfolio management styles and affiliated research.

Ryan O’Rourke is a Series 66-licensed financial advisor with Morgan Stanley in Columbus, Ohio, where he has worked since 2022. He has three years of industry experience, including prior roles at Pella Mid Atlantic and Sage Custom: S Ricker Holdings LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools to help clients develop tailored financial plans.

Beth Newland is a financial advisor with Thrivent Investment Management in Reynoldsburg, OH, holding a Series 66 designation and five years of industry experience. She has been with Thrivent and its affiliated entities since 2020 and previously worked for Child Care Resources, Inc. and Zane State College. Outside of her advisory role, Newland serves as a board member of the Bethel Community Center and participates on the mission committee of North Terrace Church of Christ. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across multiple areas such as retirement, tax, and estate planning, without offering portfolio management or institutional advisory selection.