Andrew Saggio is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for five years before joining J.P. Morgan Securities in 2016. Outside of his advisory role, he is an independent distributor for AdvoCare International, a health and wellness company. 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 these services on a non-discretionary basis, combining large institutional advisory operations with additional market-facing registrations and functions.

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.

Alexander Fox is a Series 66-credentialed financial advisor at Morgan Stanley in Columbus, Ohio, with 10 years of industry experience. He previously worked at JPMorgan Securities LLC for seven years before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 utilizes structured planning tools and market-based modeling in its financial planning process.

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 at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Park Hudson International. 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 network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Teagan Washington is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at various J.P. Morgan entities since 2015. 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.

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 a Series 66 designation and four years of industry experience. He previously worked at Morgan Stanley for ten years before joining J.P. Morgan Securities. 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 combines large institutional advisory operations with brokerage and investment management capabilities.

Qiling Ruley is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and eight years of industry experience. She has held roles at JPMorgan Chase Bank and JP Morgan Securities LLC since 2010. Outside of her advisory work, she is involved in managing residential rental properties and works as a home health care aide. 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 recommending investment strategies.

Alexis Pennypacker is a Series 66 licensed financial advisor with Edward Jones, based in Westerville, OH, with six years of industry experience. Prior to joining Edward Jones in 2020, Alexis worked at Quicken Loans and held various roles at Ohio University. 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 wide range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Brian Hennessy is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. He has previously worked at Edward Jones, Pruco Securities, and The Prudential Insurance Company of America. Based in Columbus, OH, he is also involved with IGG Wealth Advisors, LLC as a financial advisor and planner. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

Terry Roberts is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and four years of industry experience. His prior experience includes roles at Bank of America, J.P. Morgan Securities, and Fidelity Investments. He served in the United States Army for 14 years. 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, pension plans, corporations, and charitable organizations.

David Baker is a financial advisor at Edward Jones in Bexley, OH, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at DHL and Pilot Flying J. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michele Glusich is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. She previously worked for Reynoldsburg City Schools for twelve years before joining Edward Jones, where she has been employed since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

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.

Fred Abbott III is a financial advisor at LPL Financial with 33 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. His prior work includes roles at Securities America and Securities Service Network, in addition to operating Abbott Financial Services since 2009. LPL Financial is an SEC-registered investment adviser and broker‑dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting supported by proprietary and third-party research.

Christopher Boyd is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 license and bringing 22 years of industry experience. He previously worked at Bank of America and Merrill before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2022. Boyd serves as a board member for the BGCCO Milo-Grogan Holding Company and the BGCCO Milo-Grogan PC Company, charitable organizations supporting youth development programs affiliated with the Boys and Girls Clubs of Central Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients. The firm focuses on tailored financial planning and manages approximately $2.74 trillion in client assets.

Jinhee Cho is a financial advisor at Thrivent Investment Management with 16 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at The Huntington Investment Company and JPMorgan Securities LLC. Based in Columbus, OH, Cho has been with Thrivent since 2024. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning. The firm offers these services through a network of advisors and allows clients to combine planning with managed-account programs under an integrated billing option called “WealthPlan.”

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.