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Trusted Providers
Our Trusted Providers are the experts in the room: the ones we tap for resources and up-to-date information, and who our Accountability Circle members can go to for advice, insight, and services. They are an integral part of the Jill's community and have our complete faith and trust. They are here to help by building relationships, not transactions. Reach out to them today if you need their advice!
Is your company interested in becoming a Trusted Provider? See below.
Clark Schaefer Hackett
Debbie Long
Business Development Manager
614.468.2439
Debbie is responsible for building relationships with key stakeholders at Central Ohio companies. Debbie is dedicated to identifying the specific needs of individual businesses and working with the Clark Schaefer Hackett (CSH) team to craft results-oriented solutions. Throughout this process, Debbie demonstrates a genuine care for clients while promoting the best possible outcomes.
Clark Schaefer Hackett is more than an accounting and advisory firm; we’re striving to be your most valued advisor. We accomplish this through becoming an extension of your team in areas such as financial, technological, operational, and human resources.
Brad Eberhard, CPA, CVA
Shareholder
614.885.0345
Brad’s primary responsibilities include providing audit, review, and compilation services for not-for-profit, manufacturing, and commercial services organizations, and employee benefit plans. His clients range from start-ups to multi-million-dollar companies. Additionally, Brad represents our valuation practice in the Columbus market and performs valuations for a variety of clients involved in purchasing businesses, completing estate planning, and working through ownership changes.
FocusCFO
Darren Cherry, CEPA®
Area President
740.660.3948
Darren is part owner of a national Fractional CFO firm and Exit Planning Strategist. We help business owners with revenue between $1 and $50 million break from the overwhelming issues associated with underperforming (unhealthy) or rapidly growing businesses. Our goal is to increase enterprise value, strengthen financial performance, and lay the foundation for long-term optionality — whether that means turnaround, scaling, succession, or planning for a future exit.
We provide CFO services on a fractional basis, meaning clients get all the advantages of a full-time CFO on terms that are flexible and affordable, working under a recurring schedule that fits within their budget. With a CFO on the management team, the entrepreneur is free to focus on what they do best: building great products and services and growing revenue.
We are passionate about providing experienced finance professionals and entrepreneurs with an opportunity for their next, best chapter.
Huntington Bank
Mary Patton, SVP
Senior Regional Banking Market Director
614. 753.6270
Mary has more than 30 years of experience helping business owners strengthen and grow their companies. With a background spanning commercial banking, wealth management, treasury services, and community development, she is able to provide advice and guidance—whether it's access to capital for acquisition and growth, better cash‑flow tools, or support in managing risk and planning ahead.
Through The Huntington National Bank and its affiliates, the company delivers a full suite of solutions designed to help business owners start, manage, and scale their enterprises. These offerings include commercial banking, treasury and payments, lending, capital markets, wealth management, and risk management services tailored to small, mid sized, and corporate clients.
Ben Williams, SVP
Senior Regional Banking Relationship Manager
Benjamin.R.Williams@huntington.com
330.612.0031
Ben specializes in partnering with companies generating between $10 and $50 million in annual sales. He focuses on building diversified networks of local centers of influence, turning those connections into meaningful, profitable relationships that deliver real value to his clients. His clients range from start-ups to multi-million-dollar companies.
John Mavrouleas, SVP
Senior Regional Banking Relationship Manager
Dillon Anderson, VP
Regional Banking Relationship Manger
JPMorganChase
Christopher J. Mitek
Vice President/Commercial Banker
Christopher.mitek@jpmorgan.com
614.439.7245
Chris is a Banker at J.P. Morgan Commercial Bank where he serves as a trusted advisor to middle-market companies, entrepreneurs, and their leadership teams. With three years of experience partnering with businesses across Central Ohio, Chris specializes in helping CEOs and owners navigate growth, capital planning, and the full range of strategic and operational decisions that shape a company's trajectory.
JPMorganChase is a leading financial services firm based in the United States of America, with operations worldwide. JPMorganChase had $4.9 trillion in assets and $364 billion in stockholders’ equity as of March 31, 2026. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. Under the J.P. Morgan and Chase brands, the Firm serves millions of customers in the U.S., and many of the world’s most prominent corporate, institutional and government clients globally. Information about JPMorgan Chase & Co. is available on our website.
Brian J. Harakal
Executive Director/Business Development Executive
330.718.1262
Brian is the Business Development Executive for J.P. Morgan's Columbus Commercial Banking Team, a role to which he was promoted in 2026 following a distinguished career spanning more than 30 years within J.P. Morgan. Based in Columbus, Ohio, Brian brings a rare depth of institutional knowledge, client relationship expertise, and market fluency to his business development mandate within the Commercial & Investment Bank.
Abby K. Morrison
Executive Director/Market Executive
614.725.8879
Abby is an Executive Director – Market Executive with J.P. Morgan based in Columbus, Ohio. She leads the Columbus Emerging Middle Market banking team and has over 15 years of Middle Market banking and leadership experience.
Before joining J.P. Morgan, Abby spent over 7 years at Bank of America as a Business Banking Senior Leader covering the Columbus, Cleveland, and Pittsburgh markets. Prior to Bank of America, Abby spent 11 years at PNC in Columbus.
Lockton
Nick Bellanca, CEPS, SHRM-SP
Vice President - Market Leader
858.349.4151
With 20 years of experience in insurance, employee benefits and consulting, Nick advises data-driven employers who are committed to leading-edge solutions for their organizations. His expertise lies in healthcare plan design, risk management, self-funding, captives, private equity, m&a, benefits communication, and total rewards consulting, with a focus on middle-market and large employers..
Lockton is the world's largest privately held insurance brokerage, built on one principle: your business deserves an advisor with no divided loyalties. We work exclusively on behalf of clients to deliver customized risk management, employee benefits, and insurance solutions that protect what you've built. For Columbus-area business leaders, Lockton's local team combines national expertise with genuine, relationship-first service.
Chris Comer, CRIS, CLCS
Risk Management Advisor
248.760.3129
Based in Columbus, Chris works with middle-market business owners to design insurance and risk management strategies that safeguard enterprise value and fuel long-term growth. He's now establishing Lockton's presence in Central Ohio, bringing global expertise with a local, relationship-first approach that C-suite leaders trust.
Meaden & Moore
Brian Dunfee, CPA, CBES
Vice President, Assurance Services Group
614.848.8494
With 25 years in public practice, Brian provides public accounting and assurance services to a wide variety of clients in various industries, with specialties in the employee benefit plan, construction, and services industries. Brian is responsible for planning, executing, and managing audits and reviews of both large and small privately held companies, with a focus on providing an exceptional client experience. He approaches each engagement as a business partner of his clients and has the necessary skills and knowledge to provide them with best-case solutions.
Meaden & Moore delivers accounting, tax, forensic, and business advisory services to businesses and individuals across diverse industries, including construction, manufacturing, distribution, private equity, employee benefit plans, and not-for-profit. With more than 250 professionals across the U.S. and U.K., the firm brings together experience, insight, and a client-focused approach to help organizations grow and thrive.
Lloyd Bell, CBA
Director, Corporate Finance Group
216. 928.5360
Lloyd has been advising clients for over 30 years on maximizing the value of their privately-held business interests. He specializes in identifying and implementing strategies to enhance corporate value, often assisting with forecasting future cash flow needs, securing adequate capital, and providing guidance on business acquisitions.
Sarah Lynch, CPA
Partner In Charge, Assurance Services Group
216. 928.5377
With over 20 years working in public accounting, Sarah’s accounting experience has enabled her to engage with a comprehensive and diverse clientele in various industries such as manufacturing, distribution, communications, private equity, and employee benefits. In addition to being responsible for planning, executing, and managing audits and reviews of large privately held companies, she is also responsible for audits of employee benefit plans, including SEC benefit plan reporting.
Morgan Stanley
James D. Bishop, RICP® CDFA® QPFC® CEPA®
Associate Vice President
James.D.Bishop@morganstanley.com
614.473.2469
Jim works with business owners, executives, and their families to help them make informed financial decisions at every stage of their business and personal financial lives.
As a former business owner himself, Jim understands that an owner’s business and personal wealth are often closely connected. His approach brings the two together through comprehensive financial planning.
The Cardinal Capital Group at Morgan Stanley is dedicated to helping individuals, families, and business owners make informed financial decisions with confidence through personalized wealth management and long-term planning.
We provide specialized support in corporate equity and stock plan solutions, including guidance around equity compensation and executive-focused planning needs. We’re proud to share that our team has been named to Forbes’ 2026 Best-In-State Wealth Management Teams list.
The Joseph Group
R. Travis Upton, CFA, FRM, CAIA
Partner & Chief Executive Officer
614.907.8633
Travis provides visionary leadership to enhance The Joseph Group’s culture and mission through big ideas and impactful relationships. In his role as Chief Executive Officer, Travis oversees all facets of the business and uses his dynamic management style to help guide the firm’s growing team. Travis has over two decades of financial services experience. He is a summa cum laude graduate of the University of Toledo and holds the Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Chartered Alternative Investment Analyst (CAIA) designations.
Founded in 1999, The Joseph Group is a wealth advisory and management firm headquartered in Columbus. We have a simple but powerful mission: helping create great lives, one story at a time. We do this by understanding and encouraging our clients’ cherished dreams and then developing tailored financial plans and portfolios that help each client live a life of greatness.
Matt Kruckenberg, QKA®, CRPS™
Manager of Retirement Plan Services
matt.kruckenberg@josephgroup.com
614.907.8639
As a Manager of Retirement Plan Services, Matt works with business owners and their teams to ensure their retirement plan meets the needs of their ever-evolving workforce. Matt is passionate about his work in educating and encouraging others to save for retirement. Matt has 13 years of financial services experience. He received his undergraduate degree from Capital University in 2007. Matt is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and holds both the Qualified 401(k) Administrator (QKA) and the Chartered Retirement Plans Specialist (CRPS) designations.
Todd D. Walter, CFP®, CPA, CKA®
Partner and Chief Wealth Planning Officer
614.907.8638
Todd loves the “light bulb” moment. That aha moment when a client realizes they can afford to do something they didn’t think was possible. He says it all the time: “Money is only a tool,” and when that tool is put into action in someone’s life so they can live out their story, it is incredibly powerful to watch. He has been an advisor for more than two decades. He obtained his CPA in 1999 and his CFP in 2006. Todd feels blessed to have a front row seat, cheering on our clients.