Paula Tarpey is a financial advisor at OSAIC with 24 years of industry experience. She holds a Series 63 designation and has worked at Lincoln National Life and Lincoln Financial Advisors since 2001. Outside of her advisory role, she has co-authored a book titled "Mastering Your Financial Success" and serves as a board member for Partnerships for Authentic Learning and Leadership, a nonprofit focused on educational training and resources. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated financial advisors and multiple platforms. The firm employs various portfolio construction tools and provides access to third-party money managers and investment solutions.

Richard Detillio Jr. is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 63 designation and has worked previously at Woodbury Financial Services, CETERA Advisor Networks, and Vantage Financial Group. Detillio also serves as CEO of Wealth Management Solutions, LLC, an independent insurance agency offering fixed insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a broad network of advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to deliver tailored portfolio management solutions.

Desmond Aryee is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Jpmorgan Securities LLC and Fidelity Brokerage Services LLC. Outside of finance, he is the owner of DESYLS LLC, a self-servicing laundromat. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based analyses and various specialized planning topics. The firm offers these services either on a one-time or ongoing basis without discretionary trading authority.

Steven Elsea is a financial advisor with LPL Financial based in Columbus, Ohio, holding a Series 63 designation and bringing 31 years of industry experience. His prior roles include positions at Avantax Insurance Agency, Bodine Perry, and Avantax Advisory Services, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, combining advisory services with a broad set of non-advisory financial activities.

Kathrine Bishop is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and bringing four years of industry experience. She has previously worked at RBC Capital Markets and JPMorgan Chase & Co. Outside of finance, she is a yoga instructor at LIT Life + Yoga and serves as a board member for the Columbus Fashion Initiative. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Christopher Herrel is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has previously worked at firms including PNC Investments and has been involved with Boos Herrel LLC, an antique auto parts business, since 2005. 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 through a select group of Wealth Advisors.

Matthew Groh is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill and the group in 2019 after seven years as a financial advisor at JPMorgan, bringing over 20 years of experience in financial services. As a key member of the group’s investment committee, he focuses on managing risk in clients’ portfolios and emphasizes education as a fundamental part of his advisory approach. Matthew holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, the Certified Private Wealth Advisor® (CPWA®) designation, and the Personal Investment Advisor (PIA) credential. He earned a Bachelor’s degree in Finance from Ohio University. His areas of expertise include college education planning, corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, individual and corporate investment strategy, and retirement income. Matthew lives in Delaware, Ohio. Outside of work, he spends time with his family and friends and often attends his children’s athletic events. His personal interests include baseball, basketball, boating, camping, football, and golfing.

Jasmine Mcgimpsey is a financial advisor with Ameriprise in Westerville, OH, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Edward Jones, and Fifth Third Bank. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored, written retirement income plans and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Joseph Ginocchi is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in serving the complex financial needs of high-net-worth families. Since joining Merrill in 2000, he has focused on areas such as retirement and education planning, wealth transfer, business succession strategies, liquidity management, and tax minimization. He is committed to developing goals-based financial strategies tailored to help clients achieve their desired outcomes while managing risk. Joseph holds the Certified Investment Management Analyst® (CIMA) designation from the Investments & Wealth Institute™ and the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Science degree in Engineering from Youngstown State University and an MBA from Franklin University. Joseph resides in Powell with his wife, Kathy, and their two children. In his personal time, Joseph enjoys activities such as billiards, golfing, and soccer. His approach as an advisor centers on connecting all aspects of a client’s financial life to prioritize and pursue the goals that matter most.

Kerry Truckly is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on building long-term family relationships through customized and disciplined wealth management strategies, emphasizing transparency, accessibility, education, and starting with a comprehensive plan. His approach centers on providing clear and candid financial advice to help clients meet their goals. Kerry's expertise encompasses corporate executive services, executive and equity compensation, family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, and retirement income. He has been recognized on the Forbes "Best-in-State Wealth Advisors" list in 2019 and consecutively from 2023 to 2026, as well as being part of the Forbes "Best-in-State Wealth Management Teams" from 2024 to 2026. He holds a Bachelor's degree from The Ohio State University and a High School Diploma from Heath High School. Kerry has earned the CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. He is involved in the community through organizations such as Feed The Kids and Youth for Christ. His personal interests include baseball, cooking, football, golfing, spending time with family, and traveling.

Sara Colton is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2013. She co-owns TRTL Ventures, LLC, and serves as Treasurer on the board of directors for The Legacy Fund, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

William Bulger is a financial advisor with Primerica Advisors in Worthington, OH. He holds a Series 63 designation and has 28 years of industry experience. Bulger has worked with PFS Investments Inc. and Primerica Financial Services since 1998 and has been affiliated with Columbus State Community College since 1990. Outside of advising, he is involved in selling loan products and home-related services through affiliate companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery investment strategies managed by third parties and operates at scale with thousands of advisors and billions in assets under management.

Michelle Allgire is a Series 63 licensed advisor with 26 years of industry experience, currently affiliated with Merrill since 2014. She is based in Columbus, Ohio. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Allison Basile is a Financial Consultant at Fidelity Investments, where she has been serving since 2023. She has held several roles within the company since 2014, including Investment Consultant, Planning Consultant, Relationship Manager, and Planning and Guidance Consultant. As a Certified Financial Planner®, Allison collaborates with clients to develop financial plans tailored to their unique goals. She focuses on building relationships based on trust and helping clients achieve financial peace of mind. Outside of her professional work, Allison enjoys attending concerts, following football, participating in outdoor adventures, spending time with friends, traveling, and caring for her pets.

Dustin Hostutler is a CFP® and holds a Series 66 license with 16 years of experience in the financial services industry. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Kenneth Barhaug is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, following five years at JPMorgan Chase Bank, N.A. He also serves as Senior Vice President at Chase Insurance Agency, Inc., an affiliated licensed insurance agency. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

James Vandre is a financial advisor at LPL Financial with 32 years of industry experience. He held prior roles at Nylife Securities, Inc. and New York Life Insurance Company, each for 20 years, and briefly worked at Thrivent Investment Management. Outside of his advisory work, Mr. Vandre owns and operates a farm as a sole proprietorship. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and integrated financial services.

David Troutman is a financial advisor at Edward Jones in Columbus, OH, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and served in the United States Army from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branches nationwide.

Stephanie Saghy is a Wealth Management Advisor with Merrill Lynch Wealth Management in Columbus, Ohio. She has over 15 years of industry experience serving a diverse client base across the country, including young professionals, accumulating wealth and planning their financial futures, as well as ultra-high-net-worth families focused on asset protection and legacy planning. Stephanie works closely with business owners, assisting with succession planning, exit strategies, and structuring ownership interests to meet legacy objectives. Stephanie holds the Certified Financial Planner® professional designation, as well as the Chartered Financial Analyst® and Certified Exit Planning Advisor (CEPA) credentials. She earned a Bachelor of Science degree in Business Administration with concentrations in Finance and Management from Ohio Northern University. She currently serves on the advisory board for the Dicke College of Business at her alma mater. Residing in Delaware, Ohio, Stephanie and her husband are raising their two children. Outside of her professional work, she enjoys cooking and traveling, and she participates in community volunteer activities in line with Merrill's tradition of community involvement.

Sathaporn Nguapha is a financial advisor at LPL Financial with 10 years of industry experience and holds a Series 65 designation. Prior to joining LPL Financial in 2023, he worked at Transamerica Financial Advisors and World Financial Group for seven years. Outside of his advisory role, he is involved in managing the accounting function for Asia's Hope, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, combining traditional and alternative investment strategies supported by advanced operational and research tools.