Christopher Cooper is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various financial roles including at Chase Home Lending and Nationwide. 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 and may incorporate ESG criteria, with implementation supported by affiliated investment-management entities.

Nigel Stinson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His background includes roles at DoorDash and various positions related to Ohio State University and Columbus State. Merrill, along 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 individuals, corporations, and charitable organizations.

Phillip Garey is a Series 66-licensed financial advisor at OSAIC with 15 years of industry experience. His prior roles include positions at FSC Securities Corporation, The Bishoff Financial Group, and Cambridge Investment Research Advisors. He is also the owner of Garey Financial Group, LLC, an independent insurance agency. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services across various programs such as financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and efficient frontier analysis.

Keegan Parsons is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and eight years of industry experience. His work history includes multiple roles with JPMorgan Securities and JPMorgan Chase Bank, as well as a position with Prescription Hope. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework where applicable.

Michael Foley is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has more than 27 years of experience providing financial and wealth management advice and services. Michael works with clients to manage their portfolios by analyzing the risk and return balance among equities, fixed income securities, alternative investments, and wealth preservation strategies. His primary areas of practice include wealth management, business retirement plans, and corporate loans/financing. Michael holds a bachelor's degree in Accounting and Finance from The Ohio State University. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is a member of the Finance Council at Saint Timothy Church and volunteers with the Boy Scouts of America. In his approach, Michael emphasizes understanding clients’ life priorities to create personalized wealth management strategies based on their goals and aspirations. Outside of his professional work, he enjoys biking, camping, hiking, photography, and spending time with his family.

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.