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.”

Richard Cochran is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 58 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Bank of America, N.A., and Merrill. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

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.

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.

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.

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.