Daniel Rambo is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. He previously worked at Morgan Stanley for ten years before joining J.P. Morgan Securities. 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 brokerage and investment management capabilities.

Gary Bosart is a financial advisor with Ameriprise Financial Services LLC in Columbus, OH, holding a Series 63 designation and 26 years of industry experience. His work history includes roles at Cetera Advisor Networks LLC, VOYA Financial Advisors, JCC Insurance Services, LLC, and JC Wealth Management. He is also involved in independent insurance brokering with multiple providers. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm uses proprietary research and third-party data to deliver asset allocation and withdrawal strategy guidance within a defined investment ecosystem.

Theodore Jones is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Bank of America, The Prudential Insurance Company of America, Pruco Securities LLC, Key Investment Services, KeyBank, and PNC Bank. Outside of his advisory role, he is involved in real estate as a realtor and works with the City of Columbus Recreation and Parks in a maintenance capacity. Merrill, along 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Gydosh Jr. is a CFP® professional with 38 years of industry experience, currently with OSAIC since 2025. He spent 37 years at Lincoln Financial Advisors Corporation before joining his current firm. Outside of his advisory work, he is a co-author of the book *Mastering Your Financial Success*, serves as co-owner of an AI firm, and volunteers as the head of the Board of Advancement at Ohio University’s Russ College of Engineering. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm integrates brokerage and investment advisory services with tools such as asset-allocation models and automated rebalancing, offering portfolios that include a range of securities and alternative investments managed on discretionary or non-discretionary bases.

Nathan Smith is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has over a decade of experience in financial advising, having previously worked as a Private Client Advisor at JPMorgan Securities from 2018 to 2021, a Financial Consultant at TD Ameritrade in 2018, and an Investment Consultant at Scottrade, Inc from 2008 to 2018. Nathan specializes in creating customized investment and financial planning strategies tailored to his clients' specific goals. He emphasizes clear communication to ensure clients understand complex investment approaches and feel confident in their financial plans. Outside of his professional work, Nathan is married to a physician and has two sons. His personal interests include baseball, football, fitness, reading, and family activities.

Brian Truckly is a Wealth Management Advisor and partner with The Truckly Group, a family-office style team at Merrill Lynch in Columbus, Ohio. He works closely with medical practitioners, entrepreneurs, and multi-generational families to help them navigate their wealth through all phases of life. Brian's approach to financial planning focuses on understanding what is most meaningful to his clients to create personalized wealth strategies aimed at simplifying their finances. With eight years of experience at Merrill Lynch, Brian specializes in areas including generational wealth transfers, tax minimization, business succession strategies, healthcare in retirement, charitable giving, and equity compensation. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, which holds him to a fiduciary standard and a code of ethics in providing personalized advice. Brian and his senior partner were named to the 2024 Forbes "Best-in-State Wealth Management Teams" list. He has also been invited to speak to next-generation advisors and at Ohio State University about financial planning and career development. Brian grew up in Dublin, Ohio, and graduated from The Ohio State University with a degree in Consumer & Family Financial Services. He currently resides in Grandview Heights. In his free time, Brian engages in philanthropic activities supporting local families and enjoys golfing, pickleball, attending concerts, following Buckeyes and Pittsburgh Steelers football, and traveling with family and friends.

John Titus is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for 26 years. In addition to his advisory role, he operates a tax preparation service and is a broker for health, life, and disability benefits through a sole proprietorship. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services with various advisory platforms and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance assessments to construct portfolios across multiple asset classes.

Brian Caudill is a financial advisor with Charles Schwab, holding a Series 66 designation and 18 years of industry experience. He has worked at Charles Schwab since 2008 and was with Charles Schwab Bank, SSB from 2012 to 2026. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with access to alternative investments and centralized operational support.

Dean Koller is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and over 35 years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2023 and previously spent 22 years at Valic Financial Advisors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses across various financial topics without including implementation, combining planning with managed-account services under a consolidated billing system called WealthPlan.

Eric Freeman is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He previously worked at Morgan Stanley for 11 years before joining J.P. Morgan Securities in 2024 and has held a position at Target since 2026. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s process integrates quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending investable strategies.

Jonathan Gerschman is a financial advisor with Equitable Advisors in Worthington, OH, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he owned a restaurant, Brio Tuscan Grill, from 2010 to 2022. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models and third-party asset managers while providing ERISA fiduciary services through credentialed representatives.

Christopher Gallaugher is a financial advisor with Ameriprise in Pickerington, Ohio, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as President of the Pickerington Community Theatre Board of Directors. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Jamila Hassan is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with a brief tenure at Galinsom LLC from 2021 to 2022. 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 brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Bronwen Kimball is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include working with PFS Investments Inc. and participating in community activities such as serving on the Franklin County Board of Elections and consulting for International Friendships, Inc. She is based in Worthington, Ohio. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and supports trade execution through custodians such as Pershing.

Cody La Neve is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with successful individuals and families to provide comprehensive financial advice that addresses the complexities associated with wealth management. His approach involves helping clients define their goals and selecting portfolio strategies designed to achieve those objectives, while adapting plans as clients' situations change. Cody's expertise spans family wealth management strategies, portfolio management services, tax minimization, retirement planning, and estate considerations. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from The Ohio State University. Outside of his professional responsibilities, Cody enjoys activities such as baseball, bowling, chess, cooking, fishing, golfing, hiking, pickleball, woodworking, and spending time with his family.

Patricia Wogerman is a financial advisor with Primerica Advisors in Dublin, OH, and has 15 years of industry experience. Her work history includes roles at Martin Investigative Services, Lutheran Social Services of Northwestern Ohio, and Lima City Schools, among others. She is also involved in selling home security and automation products through affiliate companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm manages a wrap-fee asset management program that relies on model-driven investment strategies supported by third-party asset managers and custodial services.

Lauren Bodziony is a financial advisor with Merrill in Columbus, Ohio, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016 and has been with Merrill and Bank of America, N.A. since 2022. 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 strategies developed by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Nathan Dornoff is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Amazon, Clean Harbors, and the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

John Watson II is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc and VOYA Financial Advisors. He is also the founder of Watson Financial Advisors, an independent financial advisory firm that includes insurance activities. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers across various investment platforms.

Lucas Fields is a financial advisor with Raymond James Financial in Worthington, OH, holding a Series 66 designation and 19 years of industry experience. He has worked with Raymond James Financial and affiliated entities since 2007 and is involved in a team-based firm, Foley and Fields Wealth Strategies. Outside of his advisory role, he serves on the Worthington Christian Endowment Board and coaches the Worthington Christian High School girls soccer team. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.