Family. Wealth. For Generations.

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Brent is a Senior Vice President - Wealth Management for UBS Financial Services Inc., a Senior Portfolio Manager within the UBS Portfolio Management Program and is a CERTIFIED FINANCIAL PLANNER™. He began his career in the Merrill Lynch Private Client Group before subsequently joining UBS Financial Services Inc. in 2003. A graduate of Franklin University, Brent is currently serving on the Professional Advisory Committee at Nationwide Children's Hospital and has been a mentor with the Big Brothers Big Sisters Foundation. Brent and his family reside in Dublin, Ohio.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Senior Portfolio Manager
• Wealth Advisor
• CERTIFIED FINANCIAL PLANNER®

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Tom is a Senior Vice President - Wealth Management for UBS Financial Services Inc., a Senior Portfolio Manager within the UBS Portfolio Management Program and a CERTIFIED FINANCIAL PLANNER™ (CFP®). He is from Orrville, Ohio and a graduate of Dartmouth College, where he captained the Dartmouth football team. Tom started his career in 2000 as an investment banking analyst at UBS Warburg in New York. Tom and his wife, Tiffany, have one son, Jude, and two daughters, Ruby and Lila. The Reusser family resides in Dublin, Ohio.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Senior Portfolio Manager
• Wealth Advisor
• CERTIFIED FINANCIAL PLANNER®

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Life changes, as do markets. Jason Hull of The CORE Investment Group plays a key role in helping clients navigate those changes with nearly 30 years of financial advising experience. In 1995, Jason began his career with A.G. Edwards & Sons, opening their Dublin location in 2002. He managed their Cincinnati Regional office in 2004. The firm transitioned to Wells Fargo Advisors in 2008 and, in 2009, he returned to Columbus to focus exclusively on client relationships. Jason joined UBS Financial Services Inc. in 2014.

Advice. Beyond investing is the core UBS principle that focuses on clients by providing advice for all of life’s changes – from birth to college and marriage to business planning. This approach ensures his clients’ changing needs are addressed throughout the seasons of life. Jason believes that clear goals are essential to good relationships. The resources offered by UBS, along with the knowledge of a Certified Financial Planner™, provide the foundation for long-term relationships. Jason collaborates with you to focus on your unique financial objectives. With your goals in mind, Jason will develop a tailored financial plan, regularly monitor outcomes, and keep you apprised every step of the way. Jason understands that life will change but working together closely to achieve goals creates the best chance for success.

Jason earned a Bachelor of Arts degree in Business Administration with an emphasis in Finance and a minor in Economics from Baldwin-Wallace University. He completed the ACFP® education program at The Ohio State University and obtained the Certified Financial Planner™ designation as well as the Chartered Financial Consultant® certification from the American College. Jason earned the Wealth Advisor designation at UBS and has been recognized by the UBS Council program. Jason also advocates on behalf of clients and the financial services industry as a member of the Executive Board of the UBS Political Action Committee (PAC).

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• Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Portfolio Manager
• Wealth Advisor
• CERTIFIED FINANCIAL PLANNER™

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With a client-first mentality, Jessica Penza takes pride in her love of supporting clients and their ever-changing needs. Jessie has diligently served clients for 17 years in the financial service industry.  Jessie graduated from The Ohio State University with a Bachelor of Science in Human Ecology. While at The Ohio State University, she also earned All-American honors and was a three-time Big Ten Champion in the High Jump.

After college, she began her career in June of 2007 at A. G. Edwards & Sons as a Client Service Associate. During the first two years of her career, she experienced the financial crisis, the acquisition of A. G. Edwards & Sons by Wachovia, and then eventually becoming Wells Fargo Advisors. Additionally, she became Series 7 and 66 securities licensed as well as insurance licensed. Experiencing these years of growth and turbulence helped her embrace the changing landscape of the financial services industry.  

In 2014, Jessie joined UBS Financial Services, moving into the role of Senior Client Service Associate. Through this role, she enhanced her dedication to lifelong learning. During her tenure, she earned the Accredited Asset Management Specialist designation and the Charted Retirement Planning Counselor™ designation. Most recently, she became a CERTIFIED FINANCIAL PLANNER.

Now, as a Financial Advisor, Jessie uses the service, operational, and wealth management knowledge she gained to bring investment and planning solutions to clients as they navigate growth and change. Jessie works with clients to develop detailed financial plans that focus on their individual financial goals and build multigenerational relationships.

• CERTIFIED FINANCIAL PLANNER™
• Accredited Asset Management Specialist™
• Charted Retirement Planning Counselor™

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Linda started in the investment industry with PaineWebber, our predecessor firm, in 1974. In addition to her NYSE and NASD registrations, she is a Financial Paraplanner Qualified Professional™ (FPQP®) and an Investment Advisor with the SEC. Linda provides oversight of all operations, administration, communications, compliance and regulatory work streams. Linda is a graduate of Bliss College. A Central Ohio resident the majority of her life, Linda and her husband, Mark, have four children and four grandchildren.

• Financial Paraplanner Qualified Professional™

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Michelle joined UBS Financial Services, Inc. in 2013 as a Client Service Associate.  She is a graduate of The Ohio State University with a degree in Fashion Design.  A native Ohioan, Michelle is licensed with the New York Stock Exchange, the NASD, and the Ohio Insurance Department.  As co-owner of a Central Ohio business, Michelle understands the issues surrounding small businesses.  Michelle enjoys spending time with her family and giving back to her community.

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Emily is a new addition to The CORE Financial Group, joining as a Client Service Associate.  A native of Celina, OH, she is a two-time graduate of Northwestern University Bienen School of Music, earning both bachelor’s and master’s degrees in voice and opera.  Emily holds Series 7 and 66 securities licenses, as well as life and health insurance licenses in Ohio and Michigan.  She lives in Upper Arlington with her husband John, and she is active with her church and volunteer work. 

Jake is a recent college graduate from the University of Dayton where he earned a Bachelor of Science in Business Administration and Finance. He started his career with UBS through an internship while attending college and quickly learned from the experience that he enjoyed helping clients in their financial journey.  He believes that understanding and addressing the unique needs of each client is not only essential but also incredibly rewarding. The financial industry is constantly evolving, and he is committed to staying ahead of the curve through continuous learning and development. He is currently studying to become fully licensed as he aims to expand his knowledge and skills, which will enable him to offer more comprehensive support to our clients. Born and raised in Dayton, Ohio he relocated to Columbus, Ohio to continue his career at UBS Financial Services. In his free time, he enjoys listening to podcasts, going to the movies, maintaining a healthy lifestyle through fitness, traveling with friends and family, and participating in intramural sports.

Chris joins The CORE Financial Group as a Client Associate.  He is a two-time graduate of The Ohio State University, earning a BS in Business Administration with a minor in Real Estate, as well as a Specialized Master in Finance.  He currently resides in Marengo, OH, where he was born and raised. In his free time, Chris enjoys fishing and working on classic cars with his dad, and he also holds a Merchant Mariner Credential for offshore boating.