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.

Emily Nevergall is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and previously worked at Bankers Life Advisory Services, Inc. and Bankers Life Securities, Inc. Since 2021, she has also served as the Social Media Manager for Prince of Peace Lutheran Church, managing the church’s presence on various social media platforms. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Jinhee Cho is a financial advisor at Thrivent Investment Management with 16 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at The Huntington Investment Company and JPMorgan SECURITIES LLC. Based in Columbus, OH, she has been with Thrivent since 2024. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and planning without discretionary trading authority. The firm allows clients to combine planning with managed accounts through a consolidated billing option while maintaining separate service components.

Joseph Adjei Mensah is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He has held roles at JPMorgan Chase & Co. from 2015 to 2018 before joining J.P. Morgan Securities in 2018. He holds a Series 66 designation. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

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.

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.

Craig Clifton is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding ten years of industry experience. He has worked with MetLife Securities and Massachusetts Mutual Life Insurance Company prior to his current role. Outside of advising, he serves as a machine judge assisting electors with voting machines and also works as an independent insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses collaborative annual planning with firm-approved software tools and offers specialized programs including divorce planning and event-driven services for estate settlement and employer sponsorship.

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.

Beverly Taite is a financial advisor with Cambridge Investment Research Advisors in Columbus, OH, holding the Series 66 designation and 25 years of industry experience. Her career includes long tenures at Huntington Investment Company and Cambridge Investment Research, as well as brief roles at PNC Investments and World Choice Securities. She also spent two years as a family caregiver. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides a range of investment solutions, including proprietary models and access to third-party managers, with both discretionary and non-discretionary options tailored to client objectives.

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.

Michael Marcano is a financial advisor at Edward Jones in Dublin, OH, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households at various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elizabeth Barger is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 credential and two years of industry experience. Her prior work includes ten years at Morgan Stanley and one year with Morgan Stanley Services Group Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Phil Canady is a financial advisor with Raymond James Financial in Columbus, OH, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Raymond James Financial since 2009 and is also involved as an officer and partner in Research Management, Inc., an accounting business he has operated since 1995. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs a non-discretionary planning approach using risk profiling and analytical modeling and uniquely supports municipal and public finance through an affiliated municipal advisor.

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.

Timothy Jolliffe is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2015. Based in Columbus, OH, he currently serves institutional clients through J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Archer is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Merrill Lynch, JP Morgan Securities, and Hamilton Capital, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory process.

Michael Kelsey is a financial advisor with LPL Financial in Dublin, OH, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MSI Financial Services, and Merrill. In addition to his advisory work, he is involved with Specialty Valuation Group in a data entry capacity. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

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.

James Bishop is a financial advisor at Morgan Stanley with 19 years of industry experience and holds the Series 66 designation. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory role, he serves on the advisory board of The Conway Center for Family Business, an organization focused on education for multi-generation family-owned businesses. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm-approved tools, serving clients primarily in an advisory capacity.