Patrick Giller is a financial advisor at OSAIC in Columbus, OH, with 32 years of industry experience. He holds a Series 63 designation and has a long tenure with Lincoln National Life Insurance Company and its affiliates since 1993. In addition to his advisory role, he works as an insurance agent offering accident and health, disability, traditional life insurance, fixed annuities, and life settlements. OSAIC serves a diverse mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools, third-party money managers, and model portfolios to construct and manage client accounts.

Emily Seerden is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. Her prior roles include positions at JP Morgan Securities and JPMorgan Chase Bank. She also has experience working with the Columbus Dance Centre. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors using model portfolios, third-party subadvisors, and customized strategies.

Samuel Muller is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and possessing 10 years of industry experience. His career includes roles at Morgan Stanley, The Prudential Insurance Company of America, and multiple positions within J.P. Morgan entities. Outside of finance, he is involved with Pack Tactic Games, a venture he joined in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Amy Rash is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 65 and Series 66 credentials and previously worked at Morgan Stanley and J.P. Morgan Securities. Additionally, she serves as a FINRA arbitrator for ad hoc cases involving disputes between investors and brokerage firms. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, offering services on a non-discretionary basis while clients retain final decision-making authority.

Doug Bates is a Series 66-credentialed financial advisor with Edward Jones, based in Westerville, OH. He has one year of industry experience, including a 16-year tenure at National Affordable Housing Trust. Outside of his advisory role, he serves as a consultant for Marble Cliff Capital, an affordable housing syndicator, where he reviews budgets and financials and advises on policies and procedures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a nationwide network of over 23,000 financial advisors.

Riley Larimore is a Series 65-credentialed financial advisor with 17 years of industry experience. He has worked at Edelman Financial Engines since 2016 and previously at Tmfs Advisors, LLC from 2012 to 2016. He is based in Columbus, OH. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Sarah Barnhart is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2014. In addition to her advisory role, she is involved in direct sales for a skincare company, Rodan and Fields LLC, as a contractor. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Sandra Holland is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at PNC Wealth Management, Raymond James & Associates, and Ameriprise Financial. Outside of financial advising, she is a commissioned notary in Ohio. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a process that integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Laura Rankin is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. She previously worked at Edward Jones and Due Amici. Outside of her advisory role, she owns a meal prep business and has worked in hospitality as a waitress and bartender. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning and investment management through various platform arrangements, combining proprietary and third-party strategies tailored to client objectives.

Jason Palmer is a financial advisor with Ameriprise in Sandusky, Ohio, holding a Series 66 designation and 22 years of industry experience. He previously worked for RIVERSOURCE DISTRIBUTORS INC for 12 years before joining Ameriprise in 2024. Palmer serves as Secretary on the Dublin Jerome Marching Band Board, a nonprofit organization associated with Dublin City Schools. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver tailored, algorithm-assisted recommendations focusing on income sources, tax efficiency, and Social Security options.

Kathleen Fisher is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. In addition to her advisory role, she serves as Vice President and Primary Licensee at Chase Insurance Agency, Inc., an affiliated licensed insurance agency. 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 delivers its program on a non-discretionary basis, combining institutional advisory capabilities with brokerage and investment management services.

David Bookheimer is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and five years of industry experience. His career includes roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2021, with prior experience at Bass Pro Shops, Amazon, Acceptd, and The Ohio State University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm offers non-discretionary advisory services through a select group of Wealth Advisors.

Evan Shvach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2014 and focuses on relationship and wealth management for his team’s clients. Evan provides a comprehensive approach to managing wealth that begins with understanding each client’s priorities and goals, delivering personalized financial strategies tailored to their needs. He offers access to both Merrill’s investment insights and Bank of America’s banking services to address various aspects of clients’ financial lives. Evan’s areas of expertise include college education planning, employee benefits planning, executive compensation, managing new wealth, personal retirement planning, portfolio management, and retirement income. He holds a Bachelor of Science in Finance from The Ohio State University, earned in 2016, and holds the Personal Investment Advisor (PIA) designation. Evan and his wife reside in Pickerington, Ohio. Outside of work, his interests include basketball, cooking, football, golfing, ice hockey, volleyball, and spending time with his family.

James Johnson is a financial advisor at OSAIC in Columbus, OH, with 11 years of industry experience. He holds the Series 63 designation and previously worked for Lincoln Financial Advisors for 10 years. Outside of his advisory role, he is also an insurance agent offering fixed insurance products, including fixed and indexed annuities. OSAIC serves a wide range of clients, including individual investors, institutions, and charitable organizations, providing integrated brokerage and advisory services supported by advanced portfolio construction tools and multiple third-party platforms.

Devin Mullane is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, Mullane owns Flowstate Art Studio, where he sells artwork online and donates a portion of the profits. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Cheryl Mccue is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She previously worked at The PNC Financial Services Group for 28 years and has been associated with J.P. Morgan Securities since 2025. Outside of her advisory work, she tutors early learners through Kumon and operates a small e-commerce business selling various items on eBay. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver comprehensive advisory and brokerage services.

Jack Kahaian is a financial advisor with Thrivent Investment Management and holds a Series 66 credential. He has three years of industry experience, including roles at Thrivent Financial and Thrivent Investment Management Inc. Prior to his advisory career, he was president of 1820 Collective, Ltd., a hair salon, for 17 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers goal-based analyses and planning that address a wide range of financial topics, delivered through a network of advisors without discretionary trading authority.

Zachary Sieverts is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked at Miami University and Atwood Lake Boats. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Gregory Thompson is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, previously working at JPMorgan Chase Bank, N.A. since 2021. J.P. Morgan Securities LLC 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, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Conor Flanagan is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing 20 years of experience in the financial services industry. He joined Merrill in 2015 and focuses on providing clients with customized financial strategies tailored to their personal goals. Conor's expertise includes education planning, employee benefits planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Bachelor's Degree from Bowling Green State University and completed the Accelerated CFP® course at The Ohio State University. He is a CERTIFIED FINANCIAL PLANNER™ certificant and also holds the Chartered Financial Consultant® certification, as well as the Personal Investment Advisor (PIA) designation. Outside of his professional work, Conor engages in golfing, reading, running, soccer, tennis, and spending time with his family. He works one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals.