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.

Matthew Hewitt is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Nationwide Fund Distributors and JPMorgan Chase Bank, N.A. prior to his current roles. Based in Columbus, OH, he has been with J.P. Morgan Securities since 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Nathan Smith is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has over a decade of experience in financial advising, having previously worked as a Private Client Advisor at JPMorgan Securities from 2018 to 2021, a Financial Consultant at TD Ameritrade in 2018, and an Investment Consultant at Scottrade, Inc from 2008 to 2018. Nathan specializes in creating customized investment and financial planning strategies tailored to his clients' specific goals. He emphasizes clear communication to ensure clients understand complex investment approaches and feel confident in their financial plans. Outside of his professional work, Nathan is married to a physician and has two sons. His personal interests include baseball, football, fitness, reading, and family activities.

Brian Truckly is a Wealth Management Advisor and partner with The Truckly Group, a family-office style team at Merrill Lynch in Columbus, Ohio. He works closely with medical practitioners, entrepreneurs, and multi-generational families to help them navigate their wealth through all phases of life. Brian's approach to financial planning focuses on understanding what is most meaningful to his clients to create personalized wealth strategies aimed at simplifying their finances. With eight years of experience at Merrill Lynch, Brian specializes in areas including generational wealth transfers, tax minimization, business succession strategies, healthcare in retirement, charitable giving, and equity compensation. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, which holds him to a fiduciary standard and a code of ethics in providing personalized advice. Brian and his senior partner were named to the 2024 Forbes "Best-in-State Wealth Management Teams" list. He has also been invited to speak to next-generation advisors and at Ohio State University about financial planning and career development. Brian grew up in Dublin, Ohio, and graduated from The Ohio State University with a degree in Consumer & Family Financial Services. He currently resides in Grandview Heights. In his free time, Brian engages in philanthropic activities supporting local families and enjoys golfing, pickleball, attending concerts, following Buckeyes and Pittsburgh Steelers football, and traveling with family and friends.

Steve Stofflet is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2005. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Alison Lehman is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has 10 years of industry experience. She has previously worked at Stifel Nicolaus & Co Inc and UBS Financial Services Inc. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Brian Caudill is a financial advisor with Charles Schwab in Columbus, OH, holding a Series 66 credential and 18 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2008 and 2012, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts and emphasizes multi-asset strategic asset allocation supported by research and a formal alternative investment program.

Andrew Little is a financial advisor with Edward Jones in Columbus, OH, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked in education roles at various local schools and universities from 2010 to 2020 and briefly at Menards Inc. in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Eric Freeman is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 66 and Series 63 licenses with 17 years of industry experience. He previously worked at Morgan Stanley for 11 years before joining J.P. Morgan Securities in 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its investment recommendations.

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.

Karen Mayet Velasco is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 66 and Series 63 licenses and has been with Morgan Stanley Smith Barney LLC since 2021. Prior to that, she worked briefly at Broadway Pub. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning services supported by structured processes and advanced modeling techniques.

Jonathan Gerschman is a financial advisor at Equitable Advisors based in Columbus, OH, holding a Series 66 designation with 15 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at AXA Advisors. Outside of his advisory role, he was involved with Brio Tuscan Grill for over a decade. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that includes advisory and brokerage channels to meet diverse client needs.

Beverly Taite is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. She holds a Series 66 designation and has worked for firms including Huntington Investment Company and PNC Investments. Beverly’s background also includes a two-year period as a family caregiver. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement-plan sponsors, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides a variety of investment implementation options through multiple platforms and employs both proprietary and third-party model strategies.

William Harmeyer is a financial advisor with LPL Enterprise holding a Series 66 license and two years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. He also operated Harmeyers Market for ten years. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

Geoffrey Strohn is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, including roles at JP Morgan Chase Bank and Chase Investment Services Corp. 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 its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage and investment management capabilities.

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.

Jamila Hassan is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with a brief tenure at Galinsom LLC from 2021 to 2022. 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, delivering its program on a non-discretionary basis.

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 designation and having one year of industry experience. She previously worked at Morgan Stanley for a total of 11 years, including a role at Morgan Stanley Services Group Inc. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, utilizing proprietary research and algorithmic tools.

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.