Andrew Saggio is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding a Series 66 license with 10 years of industry experience. He has been with JPMorgan Securities LLC since 2016. Outside of his advisory role, he is an independent distributor for AdvoCare International L.P., a health and wellness company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory approach combines quantitative screens and qualitative research, integrating ESG considerations and leveraging affiliates for implementation and portfolio services.

Derek Voytovich is a CFP® with 10 years of industry experience and has been with Edward Jones since 2016. He is an investor in Zaftig Brewing Co, a brewery in Columbus, Ohio, involved in updating and expanding their taproom. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of over 23,000 financial advisors.

John Stevens is a financial advisor with Edward Jones in Dublin, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Cardinal Health Inc. from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Abraham Szabo is a financial advisor at Merrill in Columbus, Ohio, holding a Series 66 credential with one year of experience. His prior work history includes roles at Purdue University, Swensons Drive-In, Xavier University, and Andrews Osborne Academy. 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 individuals, high-net-worth clients, and various institutional investors.

Blaine Hunkins is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and six years of industry experience. He previously worked at Morgan Stanley and Park Hudson International. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research, employing forward-looking capital market assumptions and may include an ESG eligibility framework.

Teagan Washington is a financial advisor at J.P. Morgan Securities with 10 years of industry experience and a Series 66 designation. She has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm supports its advisory process through centralized due diligence and incorporates quantitative and qualitative research in building model asset allocations.

Ian Gedminas is a CFP® with eight years of industry experience and currently an advisor at Edelman Financial Engines. He previously worked at Horter Financial Strategies and Horter Investment Management. Gedminas is based in Columbus, OH. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large participant base through both advisor-led and online platforms.

Daniel Rambo is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for 10 years before joining J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, with an emphasis on ESG eligibility and a broad range of derivatives and commodities capabilities.

Steven Gress is a financial advisor at Ameriprise in Dublin, Ohio, holding a Series 66 designation with 18 years of industry experience. He previously worked for The Huntington Investment Company from 2008 to 2026 and had a brief tenure at Edward Jones in 2008. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that delivers written recommendations and ongoing planning advice focused on income reliability and tax-aware withdrawal strategies for clients nearing or in retirement.

Gent Varfi is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. His background includes previous roles at JPMorgan Chase Bank, University of Tampa, and various other organizations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and may incorporate ESG criteria in its recommendations.

Gary Bosart is a financial advisor with Ameriprise Financial Services LLC in Columbus, Ohio, holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC, VOYA Financial Advisors, JCC Insurance Services, and JC Wealth Management. Outside of advisory services, he is involved in independent insurance brokering with multiple providers. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm uses a combination of proprietary research and third-party data to deliver personalized recommendations within a framework that incorporates its affiliated investment products.

Robert Fichter is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior roles include positions at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. He is also an insurance agent specializing in life, disability, long-term care, and fixed annuities, and owns Fichter Financial, LLC, an entity created for his financial advisory practice. Mass Mutual Investors Services, LLC, a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using collaborative, software-supported planning methods with optional implementation of recommendations.

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 prior to joining OSAIC. Outside of his advisory work, he is a co-author of the book "Mastering Your Financial Success," a co-owner of an AI firm, and serves as volunteer head of the Board of Advancement at the Russ College of Engineering, Ohio University. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its large scale, complex affiliate network, and multi-advisor platform.

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 co-lead of The Truckly Group, a family-office style team with Merrill Lynch Wealth Management in Columbus, Ohio. He works closely with medical practitioners, entrepreneurs, and multi-generational families, guiding them through various phases of wealth management. Brian emphasizes listening to his clients to understand what matters most to them, which forms the basis for creating personalized wealth strategies that aim to simplify finances and enhance understanding. 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®) certification and additional professional designations, maintaining a fiduciary standard and code of ethics in his advisory role. Brian and his senior partner were named to the Forbes "Best-in-State Wealth Management Teams" list in 2024. He also contributes as a speaker to next-generation financial advisors and university graduates. Brian grew up in Dublin, Ohio and earned a Bachelor's degree in Consumer & Family Financial Services from The Ohio State University. He resides in Grandview Heights and participates in philanthropic efforts within the community. His personal interests include golfing, pickleball, attending concerts, supporting the Buckeyes and Pittsburgh Steelers, and traveling with family and friends.

Alison Lehman is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Stifel Nicolaus & Co Inc and UBS Financial Services Inc. She is based in Dublin, Ohio. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

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 prepares tax returns and operates a sole proprietorship providing medical benefits, term life, and disability insurance brokerage services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a range of managed account programs supported by risk analysis tools.

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.

Andrew Little is a financial advisor with Edward Jones in Columbus, OH, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked in education roles at various local schools and universities from 2010 to 2020 and briefly at Menards Inc. in 2018. 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, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.