Phillip Lovegrove is a CFP® with 22 years of industry experience, currently working at OSAIC since 2023. His prior experience includes roles at Fsc Securities Corp, The Huntington Investment Company, and Fifth Third Securities, spanning from 2007 to 2023. He is also president of Planner Two LLC, where he manages operational duties. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers both brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Brandy Shingary-Morris is an Investment Consultant at Fidelity Investments, a position she has held since 2024. She has extensive experience within the financial industry, including prior roles as a Planning Consultant at Fidelity Investments from 2022 to 2024, and as a Senior Client Service Associate at Stifel Financial Corp from 2016 to 2022. Her career also includes experience at Manning & Napier Advisors, Yarger Wealth Strategies-Raymond James Financial Services, Northwestern Mutual, and Great West-GWFS Equities. Brandy is a Certified Financial Planner® professional and a Chartered Financial Consultant®, with over 20 years of experience covering various financial planning topics. She works with a diverse client base, including traditional, blended, and LGBTQI families, as well as single individuals. She emphasizes client education to ensure they understand their financial plans and feel confident about their futures. Outside of her professional work, Brandy has interests in art, concerts, food, kayaking, museums, and theater.

David Claibourne is a financial advisor at Raymond James Financial with 24 years of industry experience. He has held positions at Wunderlich Securities/B. Riley Wealth Management and Peoples Bank. Claibourne also serves as Senior Vice President and Manager at Peoples Investment Services, a support company where he oversees financial advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Courtney Moriarty is a financial advisor with Ameriprise in Columbus, OH, holding Series 65 and Series 66 licenses and bringing five years of industry experience. Prior to joining Ameriprise in 2025, she worked at Schneider Downs Wealth Management Advisors, Nationwide Investment Services Corp, Nationwide, Standard Hall, and Bob Evans. She is also involved in managing an advisory business and works as a paraplanner under supervision in a separate outside employment capacity. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team, supported by algorithmic automation and ongoing oversight.

Jason Ellwein is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, following prior roles at Chase Investment Services Corp. and Wamu Investments, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program integrates centralized due diligence with both quantitative and qualitative research and utilizes an ESG eligibility framework in its recommendations.

Joshua Bell is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has worked at Nationwide Investment Services Corporation since 2016. 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 and offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charles Reymann is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019. Outside of his advisory role, he serves as an ambassador for the Charles and Salome Reymann Foundation, volunteering to support its Board of Directors and advocate for its cause. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides clients with written Recommendation Reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Brian Mills is a CFP® professional with over 32 years of industry experience, currently serving at Cetera since 2024. He has held roles at Cetera Advisors LLC since 2013 and operates his own financial planning firm, Mills Financial Planning, Inc., where he is president and 50% owner. Additionally, Mills works as an adjunct instructor at Franklin University and manages a personal eBay sales business. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving a diverse clientele including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliated and third-party managers.

Brandon Smith is a Senior Financial Advisor and co-founder of The Geiger Smith Team, a nationally recognized financial advisory team based in Columbus. The team was named to the Forbes Best in State Wealth Management Teams list for 2024 through 2026. Brandon leads his wealth management practice and has played a key role in developing new talent at Merrill Lynch Wealth Management by running the new financial advisor training program and speaking at national conferences. With more than 20 years of experience providing financial advice to individuals, families, and businesses, Brandon works with clients including corporate executives, business owners, doctors, lawyers, and entrepreneurial professionals. His areas of focus include college education planning, institutional investment consulting, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Brandon graduated from The Ohio State University's Fisher College of Business with a bachelor's degree in finance. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, is FINRA Series 7 and 66 registered, and is licensed in Life and Health insurance by the State of Ohio. He is involved with professional organizations such as the Athletic Club of Columbus, College for Financial Planning, Ohio State Alumni, and Sigma Chi Fraternity. In the community, Brandon volunteers with Columbus Men for Others, Goodwill, and Merrill Bull Run. Outside of work, he enjoys spending time with his family and engaging in activities like basketball, softball, golf, and traveling.

Ana Ramirez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated before joining J.P. Morgan in 2017. Ramirez is also involved in community service, providing emergency medical services and serving on municipal committees focused on cultural affairs, inclusion, diversity, and public health. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through customized asset allocation advice, investment manager searches, and performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Cody Flesher is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and Mount Vernon Nazarene University. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research tools.

John Taylor is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel, Nicolaus & Co., Inc. since 2000. Outside of his advisory role, he serves as a 9th grade boys basketball coach for Olentangy Local Schools. Stifel serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Mathew Luermann is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked within various divisions of J.P. Morgan since 2015. Prior to joining J.P. Morgan, Luermann was employed at Columbus State Community College for over a decade. 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 combines quantitative screens and qualitative research, incorporating an ESG eligibility framework and broader derivatives capabilities.

Andrew Clemens is a CFP® professional with 22 years of experience in the financial industry. He currently works at Morgan Stanley and has prior experience at The Huntington Investment Company and Natcity Investments, Inc. Clemens holds Series 63 and Series 65 licenses and is based in Dublin, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee analyses.

Charles Rogers is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Ameriprise. His prior experience includes roles at The Huntington Investment Company and The Prudential Insurance Company of America. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies.

Jacob Miller is a financial advisor with Wells Fargo Advisors in Dublin, Ohio, holding a Series 66 designation and 14 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Miller is a part-owner and trustee of Slates Wealth Management Group LLC and its related 401(k) plans. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning services and integrates advisory offerings with banking, lending, and trustee services.

Meghan Mc Auley is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017, following a three-year tenure at Morgan Stanley Smith Barney LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s approach emphasizes non-discretionary, written asset allocation advice combined with investment manager searches and customized performance reporting.

Abram Mccarty is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Bank of America, and Merrill. Abram also owns AXM Wealth Management, an investment-related business based in Dublin, Ohio. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Daniel Dickson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 19 years of industry experience. He has worked at J.P. Morgan Securities since 2011 and was previously employed at Merrill from 2007 to 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a specialized group of Wealth Advisors. Their advisory approach includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG frameworks where applicable.

Mark Zipfel is a Series 63 licensed advisor with Ameriprise Financial Services, where he has worked since 2018. He has 43 years of industry experience, including prior roles at J.J.B. Hilliard, W.L. Lyons, Inc. and Fifth Third Securities. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.