David Claibourne is a financial advisor at Raymond James Financial with 24 years of industry experience. He has held positions at Wunderlich Securities/B. Riley Wealth Management and Peoples Bank. Claibourne also serves as Senior Vice President and Manager at Peoples Investment Services, a support company where he oversees financial advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Katrina Walker is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked at UBS since 2007 and at Mcdonald Investments Inc. since 2005. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services that include proprietary research and specialized capital markets functions.

Courtney Moriarty is a financial advisor with Ameriprise in Columbus, OH, holding Series 65 and Series 66 licenses and bringing five years of industry experience. Prior to joining Ameriprise in 2025, she worked at Schneider Downs Wealth Management Advisors, Nationwide Investment Services Corp, Nationwide, Standard Hall, and Bob Evans. She is also involved in managing an advisory business and works as a paraplanner under supervision in a separate outside employment capacity. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team, supported by algorithmic automation and ongoing oversight.

Jason Ellwein is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities 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 affiliated brokerage and investment management capabilities.

Kenneth Reed is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2012, including roles at Raymond James Financial Services Advisors Inc. He is also a 50% owner and vice president of Logan and Reed Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored non-discretionary advice supported by analytical tools and specialized municipal advisory capabilities.

Charles Reymann is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019. Outside of his advisory role, he serves as an ambassador for the Charles and Salome Reymann Foundation, volunteering to support its Board of Directors and advocate for its cause. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides clients with written Recommendation Reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

William Talbott is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Wells Fargo Clearing Services LLC, Cetera Financial Group, and Pacific Oak Capital Markets. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, providing asset-allocation advice, investment manager searches, and customized performance reporting based on a combination of quantitative modeling and centralized due diligence.

Brian Mills is a CFP® professional with over 32 years of industry experience, currently serving at Cetera since 2024. He has held roles at Cetera Advisors LLC since 2013 and operates his own financial planning firm, Mills Financial Planning, Inc., where he is president and 50% owner. Additionally, Mills works as an adjunct instructor at Franklin University and manages a personal eBay sales business. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving a diverse clientele including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliated and third-party managers.

Chad Heisey is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Tailored Management, Lululemon, UPS, Amazon, and held positions at Ohio State University and Columbus State. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and financial planning services.

Brandon Smith is a Senior Financial Advisor and co-founder of The Geiger Smith Team, a nationally recognized financial advisory team based in Columbus. The team was named to the Forbes Best in State Wealth Management Teams list for 2024 through 2026. Brandon leads his wealth management practice and has played a key role in developing new talent at Merrill Lynch Wealth Management by running the new financial advisor training program and speaking at national conferences. With more than 20 years of experience providing financial advice to individuals, families, and businesses, Brandon works with clients including corporate executives, business owners, doctors, lawyers, and entrepreneurial professionals. His areas of focus include college education planning, institutional investment consulting, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Brandon graduated from The Ohio State University's Fisher College of Business with a bachelor's degree in finance. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, is FINRA Series 7 and 66 registered, and is licensed in Life and Health insurance by the State of Ohio. He is involved with professional organizations such as the Athletic Club of Columbus, College for Financial Planning, Ohio State Alumni, and Sigma Chi Fraternity. In the community, Brandon volunteers with Columbus Men for Others, Goodwill, and Merrill Bull Run. Outside of work, he enjoys spending time with his family and engaging in activities like basketball, softball, golf, and traveling.

Shawn Nelson is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 designation. He has prior experience at GGM Financial, LLC and the Keenan Advantage Group, with additional work history in educational and retail roles. Nelson has been affiliated with Ameriprise since 2026. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Victoria Hayward is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides services under both direct client and corporate financial planning agreements.

Kenneth Farmer is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019 and previously spent one year at Macy’s Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Ana Ramirez is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Morgan Stanley Smith Barney. Outside of her advisory role, Ramirez serves on the Borough of Dumont Cultural Affairs Inclusion and Diversity Committee and the Borough of Dumont Board of Health, and she provides emergency medical services with North Arlington Emergency Medical Services and Dumont Volunteer Ambulance Services. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services, offering asset allocation advice, manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG framework when recommending eligible investment strategies.

Jolie Houghtaling is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. in multiple roles since 2018. Prior to her financial career, she was involved with Rezults Downtown Fitness. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Andrew Croop is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding the ChFC® designation and Series 63 and 65 licenses. He has 26 years of industry experience and previously worked at Nationwide Mutual Insurance Co. and VALIC Financial Advisors. Outside of finance, he serves as a Guest Service Representative for athletic events at The Ohio State University. J.P. Morgan Securities primarily provides investment consulting and advisory services 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.

Cody Flesher is a financial advisor with LPL Financial in Dublin, OH, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2025, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2019 to 2025, and held a position at Mount Vernon Nazarene University from 2016 to 2019. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and various portfolio strategies.

John Taylor is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel, Nicolaus & Co., Inc. since 2000. Outside of his advisory role, he serves as a 9th grade boys basketball coach for Olentangy Local Schools. Stifel serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Elexis Winbush is a financial advisor at Morgan Stanley in Columbus, OH, with seven years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2018, including a role at Morgan Stanley Services Group, Inc. Prior to that, she was employed at Discover Financial Services and UnitedHealthcare. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Jared Hoffman is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Hoffman serves on the Board of Directors for FPA Central Ohio as Program Chair. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.