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.

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 at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PNC Investments. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Lance Lowery is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 26 years of industry experience. He has been with Cambridge since 2009. Outside of his advisory role, he is involved in coaching in the sport, fitness, and gaming areas. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing both proprietary and third-party model strategies.

Kenneth Morris Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has previously worked at LPL Financial for 14 years and also owns Side Enterprises, LLC, a manufacturing company that sells water hoses directly to consumers. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options including discretionary and non-discretionary services, financial planning, and access to third-party money managers.

Richard Mills is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Cambridge Investment Research Advisors for 10 years. Mills is also involved in insurance and tax-related business activities through Bishoff Financial Group, where he performs insurance agency duties and supports tax planning and preparation. OSAIC serves a wide range of retail and institutional clients through a large network of advisers and advisory platforms, offering integrated brokerage and investment advisory services with a focus on asset allocation, risk management, and diversified portfolio construction.

Dan Jay is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds a Series 63 designation. Outside of his advisory role, he serves as a co-trustee of a revocable trust set up by his mother. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

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.

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 eight years of industry experience. She previously worked at Lincoln Financial Advisors Corporation from 2015 to 2021 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of representatives, utilizing both discretionary and non-discretionary management supported by internal research and third-party models.

Anthony Lolli is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, with prior roles at BMO Nesbitt Burns Securities LTD, BMO Harris Financial Advisors, Inc., BMO Private Bank, and JPMorgan Chase Bank, N.A. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Stephen Mc Graw is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at various J.P. Morgan entities since 2014, including JPMorgan Securities LLC and JPMorgan Chase Bank. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Tori Gable is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and over 31 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, she worked at LPL Financial, LLC for 11 years. Outside of her advisory role, she maintains involvement with a dental practice and serves as a notary. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summary letters.

Kathryn Kahn is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Prior to this, she spent 30 years with N.A. Property, Inc. Kathryn serves on the Investment Committee of The Columbus Jewish Foundation, a nonprofit focused on children, youth, and religious causes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients. The firm emphasizes tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Samuel Messerly is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Merrill, and Bank of America. Messerly is based in Upper Arlington, Ohio. 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, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Heather Witten is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1998 and brings a planning-based approach to working with individuals, families, and corporate clients, including serving a growing number of corporate defined contribution plans. Her client focus areas include divorce transition planning, education planning, family wealth management strategies, retirement income, and tax minimization. Heather holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a Bachelor's degree in Religion from Wittenberg University and an MBA from Capital University. In addition to her professional practice, Heather is involved in community organizations such as Advent Lutheran Church, Komen Columbus, Nationwide Children's Hospital, and youth sports programs. She resides in Upper Arlington with her husband and two children.