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.

Gabriela Vizuet is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Edward Jones, Merrill, and Bank of America. Gabriela is based in Columbus, Ohio. 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 program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Lauren Bodziony is a financial advisor with Merrill in Columbus, Ohio, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016 and has been with Merrill and Bank of America, N.A. since 2022. 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 strategies developed by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Nathan Dornoff is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Amazon, Clean Harbors, and the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

James Bishop is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has worked in various roles within Morgan Stanley and Merrill, including Morgan Stanley Private Bank since 2015. He serves on the advisory board of The Conway Center for Family Business, a nonprofit focused on education for multi-generation family-owned businesses. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Kourtney Akers is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 designations and has been with J.P. Morgan Securities since 2021. Outside of her advisory role, she also works as a delivery contractor for Amazon Flex and Instacart. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager research, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and incorporates ESG considerations where applicable.

Ann Messana is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Morgan Stanley since 2016 and previously at Citigroup Global Markets from 2006 to 2009. 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 employs a structured planning process utilizing firm-approved tools and methodologies.

Jason Gilbert is a financial advisor with Ameriprise in Powell, OH, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advisory work, he is a co-owner of a business entity that manages office expenses for a shared workspace. Ameriprise offers a retirement-income planning service designed for clients with significant investable assets, providing non-discretionary, research-based recommendations focused on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines algorithmic tools with professional oversight and emphasizes investments in affiliated funds as part of its comprehensive advisory, brokerage, and insurance solutions.

Kerry Thompson is a financial advisor at Ameriprise in Dublin, OH, holding a Series 66 designation with 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Thompson is a co-owner of TRLT Ventures LLC and serves on the Board of Commissioners in Columbus, OH. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, supported by algorithmic tools and oversight committees.

Paige Henry is a CFP® with over 31 years of industry experience, currently serving with Raymond James Financial since 1999. She is also the president and owner of Riegel Financial CPAs, Inc., an accounting firm focused on tax preparation, planning, and accounting. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional clients, using tailored, non-discretionary strategies supported by analytical and risk-profiling tools.

Zachary Wilburn is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2018. Prior to that, he was employed at Costco Wholesale for eleven years. 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 and analytics from Wells Fargo Investment Institute.

John Watson II is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has worked at several firms including Woodbury Financial Services, VOYA Financial Advisors, Chase Investment Services, and UBS Financial Services. Outside of his advisory role, he operates Watson Financial Advisors and is involved in the sale of fixed insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization with multiple program options and a large multi-advisor platform.

Neil Lin is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently works with JPMorgan Chase Bank, N.A. He also manages two real estate-related businesses, Lin Enterprise LLC and Lin Hathaway LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Franklin Giovannelli is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2004 and holds the Series 63 designation. Based in New Albany, OH, he operates within one of the largest networks of financial advisors in the country. 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 and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Luis Bautista is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with one year of industry experience. His previous roles include positions at PPG and Papa John's, as well as operating an e-commerce store. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory services to individual and institutional clients, including tailored financial planning utilizing firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services directly and through corporate agreements.

Bhim Bastola is a financial advisor with Primerica Advisors and holds a Series 63 designation. He has seven years of industry experience and has been with Primerica Advisors since 2019. Prior to this, he worked at KEY REALTORS, LTD and has operated several non-investment businesses, including an interpreter service, a trucking business, and a tax preparation service. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-based strategies managed by unaffiliated asset managers and operates on a large scale with thousands of advisors and billions in assets under management.

Ryan Sink is a financial advisor at LPL Financial with 21 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Guardian Life Insurance Company of America. Outside of his advisory work, he has been involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and model portfolio programs.

Ryan Hedrick is a Series 66 licensed financial advisor at Morgan Stanley in Columbus, OH, with 7 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved processes to develop financial plans.

Lucas Fields is a financial advisor with Raymond James Financial in Worthington, OH, holding a Series 66 designation and 19 years of industry experience. He has worked with Raymond James Financial and affiliated entities since 2007 and is involved in a team-based firm, Foley and Fields Wealth Strategies. Outside of his advisory role, he serves on the Worthington Christian Endowment Board and coaches the Worthington Christian High School girls soccer team. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Laurel Hostetler is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and bringing 18 years of industry experience. She has been with the firm and its predecessor entities since 2015, including Financial Engines Advisors L.L.C. since 2018. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios, discretionary management, and online advice channels.