Prior to founding Columbus Wealth Management, Matthew provided investment advice and financial planning services to over 100 families at his prior firm. He also served as the firm's Director of Research and played a key role in the investment philosophy and portfolio construction which impacted nearly $2B of assets across 800+ households. In addition, he was responsible for various software implementation initiatives, several of which played a critical role in allowing a seamless transition to remote work at the start of the COVID-19 pandemic. Matthew is always looking for opportunities to improve both personally and professionally. After years of diligent studying and multiple exams, he earned his CFA Charter in 2018 and his CFP marks in 2019. While Matthew isn't afraid to tear into spreadsheets, tax returns, financial statements, and analyze investments, his true passion is meeting with and serving his clients. Clients appreciate his ability to take an incredibly complex situation and break it down into relatable terms that are easy to understand. Matthew lives in downtown Columbus with his partner, Braden. They love spending time with family and friends and staying active. Their top vacation destinations are visiting family in South Carolina and Florida, snowboarding in Colorado, and cruising in the Caribbean!

Andy joined the financial services and planning industry in 1999 shortly after graduating from Villanova University. In his early career, he joined a team of like-minded professionals who traveled throughout the USA consulting and teaching financial planners about the benefits of running fee-only, fiduciary practices, and shared comprehensive planning techniques to help them become better financial planners. After years of seeing clients’ experiences enhanced through consulting to planning firms, Andy felt compelled to start helping clients directly. Starting 2009 as an independent, fee-only financial planner, he has helped hundreds of individuals, families, and businesses throughout the United States and Puerto Rico achieve their financial goals. Andy maintains the professional credentials of the Certified Financial Planner(™) and a Masters in Business Administration. He enjoys traveling, visiting other cultures and is not scared of trying new and interesting cuisine. Andy is an avid guitar enthusiast and volunteers in his church’s worship band weekly. When he isn’t developing financial planning strategies for clients, traveling, or worshiping The Lord, he loves to spend quality time with his wonderful wife, Silvia, and baby boy, Luke.

Sharon Wei is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in working with business owners, real estate entrepreneurs, first-generation immigrants, Asian professionals, and financially independent women, offering tailored wealth management strategies that address the unique challenges of building, growing, and transitioning assets. Sharon integrates comprehensive financial planning with investment solutions, focusing on family wealth management, legacy planning, tax minimization, retirement income, and portfolio management services. Sharon holds a Bachelor’s Degree and an MBA from Bowling Green State University, and she completed an Accredited Certificate Program at Northwestern University. She maintains several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). In addition to her fluency in Chinese, Mandarin, and English, she actively participates in professional organizations such as the Asian American Commerce Group, National Association of Women Business Owners, Ohio Business Broker Association, and Powell Chamber of Commerce. Committed to community involvement, Sharon volunteers with the Better Money Habits program and the National Association of Women Business Owners. Her personal interests include biking, dancing, hiking, music, photography, running, skiing, traveling, and yoga. Sharon approaches her client relationships with a commitment to accessibility, knowledge, and experience, aiming to provide clear and intentional guidance in the management of her clients’ financial futures.

Grant Mooi is a Senior Financial Advisor with Merrill Lynch Wealth Management, currently serving clients through the King Engle Group in Dayton, Ohio. He has been with Merrill Lynch since 2006, initially working in Florida where he developed expertise in insurance strategies related to retirement income and wealth transfer. In 2014, he transitioned to Columbus, Ohio as a Retirement Specialist, focusing on longevity, retirement planning, education funding, and Social Security strategies. Grant holds FINRA Series 7, 6, 63, and 65 registrations and is licensed by the State of Ohio for life insurance. He is also a Personal Investment Advisor (PIA). His educational background includes a High School Diploma from La Salle College and an Associate's Degree from Palm Beach Community College. Grant’s approach to financial advising centers on understanding clients’ personal goals and simplifying their financial lives, with client focus areas that include college education planning, divorce transition planning, executive compensation, legacy planning, LGBT wealth planning, and managing new wealth. In addition to his professional work, Grant serves on the board of Easterseals Central and Southeast Ohio, supporting the organization’s mission related to disabilities. Outside of work, he is actively involved in coaching youth soccer and spending time with his wife Bre and their three children.

John OConnell is a Planning Consultant who collaborates with a team of financial professionals to address clients' financial needs from a holistic perspective. He previously served as Regional Director at Macquarie Investments from 2006 to 2020.