Gent Varfi is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. His background includes previous roles at JPMorgan Chase Bank, University of Tampa, and various other organizations. 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 integrates quantitative and qualitative research with forward-looking capital market assumptions and may incorporate ESG criteria in its recommendations.

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.

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.

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.

Michele Glusich is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

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.

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 CFP®-designated financial advisor with 34 years of industry experience, currently associated with LPL Financial since 2020. His prior roles include positions at Securities America Advisors, Ameritas Investment Company, and Carillon Investments, among others. He also operates Abbott Financial Services, LLC. 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 with a variety of investment programs, combining large scale operations with diverse financial activities.

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 the Series 65 and Series 63 designations. Her prior roles include positions at The Huntington Investment Company and JPMorgan SECURITIES LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning and analysis without discretionary trading authority, and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

Joseph Adjei Mensah is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2018, following three years at JPMorgan Chase & Co. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

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 prior to joining OSAIC. Outside of his advisory work, he is a co-author of the book "Mastering Your Financial Success," a co-owner of an AI firm, and serves as volunteer head of the Board of Advancement at the Russ College of Engineering, Ohio University. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its large scale, complex affiliate network, and multi-advisor platform.

Matthew Hewitt is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 65 and Series 63 credentials and 31 years of industry experience. His prior roles include positions at Nationwide Fund Distributors, Charles Schwab, and multiple J.P. Morgan affiliated firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence and manager solutions team.

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 co-lead of The Truckly Group, a family-office style team with Merrill Lynch Wealth Management in Columbus, Ohio. He works closely with medical practitioners, entrepreneurs, and multi-generational families, guiding them through various phases of wealth management. Brian emphasizes listening to his clients to understand what matters most to them, which forms the basis for creating personalized wealth strategies that aim to simplify finances and enhance understanding. 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®) certification and additional professional designations, maintaining a fiduciary standard and code of ethics in his advisory role. Brian and his senior partner were named to the Forbes "Best-in-State Wealth Management Teams" list in 2024. He also contributes as a speaker to next-generation financial advisors and university graduates. Brian grew up in Dublin, Ohio and earned a Bachelor's degree in Consumer & Family Financial Services from The Ohio State University. He resides in Grandview Heights and participates in philanthropic efforts within the community. His personal interests include golfing, pickleball, attending concerts, supporting the Buckeyes and Pittsburgh Steelers, and traveling with family and friends.

Steve Stofflet is a Series 66-licensed financial advisor with J.P. Morgan Securities in Columbus, OH, bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank since 2005, with a brief tenure at Merrill in 2004-2005. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and includes specialized capabilities in derivatives and commodities through its broader regulatory registrations.

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.

Brian Caudill is a financial advisor with Charles Schwab, holding a Series 66 designation and 18 years of industry experience. He has worked at Charles Schwab since 2008 and was with Charles Schwab Bank, SSB from 2012 to 2026. Charles Schwab & Co., Inc. serves a large client base, 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 offers both non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with access to alternative investments and centralized operational support.

Dean Koller is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and over 35 years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2023 and previously spent 22 years at Valic Financial Advisors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses across various financial topics without including implementation, combining planning with managed-account services under a consolidated billing system called WealthPlan.