John Schatz is a financial advisor at Osaic with 25 years of industry experience. He previously worked for Lincoln Financial Advisors for 25 years before joining Osaic in 2025. Outside of his advisory role, Schatz is an active numismatist and coin dealer, a hobby he has maintained since childhood. He also holds a Series 63 registration and has experience as a licensed insurance agent offering life and disability insurance. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of financial advisors and advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across a range of asset classes.

Kevin Gegorski is a financial advisor with Ameriprise in Gahanna, OH, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of TRLT Ventures LLC and an outside investor in a fintech startup. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers these services through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Donna Rose is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 26 years of industry experience. Her prior experience includes roles at Nationwide Securities LLC and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Jason Carson is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and 11 years of industry experience. He has worked at Primerica Financial Services since 2013 and has been involved with Columbus City Schools since 2017. Outside of his advisory role, he receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its investment offerings.

Heman Acharya is a financial advisor with Primerica Advisors in Reynoldsburg, OH, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at PFS Investment Inc and Kraft Heinz. He also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Karen Lohr is a financial advisor with Edward Jones in Worthington, Ohio, holding a Series 66 designation and one year of industry experience. She previously worked at Blue and Company and Professional Practice Management. Outside of her advisory role, she volunteers as a poll worker for the Franklin County Board of Elections. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory solutions, supported by a nationwide network of over 23,000 financial advisors.

Kyle Warrenburg is a financial advisor with Morgan Stanley in Columbus, Ohio, holding Series 66 and Series 63 designations and bringing 10 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Bradford Tharp is a CFP® professional with 39 years of experience in the financial services industry. He has been with LPL Financial, LLC since 2000. Outside of his advisory role, he operates a genealogy firm focused on researching Colonial American ancestry connections confirmed by DNA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

James Unger is a financial advisor with Ameriprise who holds a Series 63 designation and has 42 years of industry experience. He has been affiliated with Ameriprise Financial Service, LLC since 1984 and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Unger manages his advisory business through an outside entity, JEJB LLC. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, offering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a Retirement Income Oversight Committee to generate tailored planning recommendations.

Ryan Goodwin is a financial advisor with Equitable Advisors in Columbus, OH, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002, including time when the firm operated as Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Douglas Bickert is a financial advisor with Edward Jones in Reynoldsburg, OH, holding the ChFC® designation and Series 66 license. He has 14 years of industry experience, including prior roles at J.P. Morgan Securities and operating a manufacturing business, Doug's Robot Motors, which produces robot parts for hobbyists. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Ryan Turnbull is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside the financial sector, he has experience with Mill Creek Metroparks and Flying B Golf Course. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, combining investment advice with brokerage and insurance products through an integrated platform.

Hershel Proffitt is a financial advisor at LPL Financial with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2019, following nine years at H. Beck, Inc. Outside of his advisory work, Proffitt is a co-owner of a real estate rental business in Mount Dora, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory services, including retirement plan consulting and brokerage services, with access to model portfolios, research, and technology-driven investment solutions.

John Viers is a financial advisor at Ameriprise in Columbus, OH, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1994. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations, supported by a centralized consulting team and algorithmic automation.

Isaac Aulick is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various divisions of JPMorgan Chase since 2011. 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 applying an ESG eligibility framework in its investment recommendations.

Lynn Beach is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Summit Financial, Charles Schwab Bank, Charles Schwab, and Huntington Investment Company. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Alexander Dunnavant is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2016. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that include asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s approach integrates quantitative modeling and centralized due diligence, and it applies an ESG eligibility framework when recommending investment strategies.

Jacob Butler is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Fifth Third Securities, Inc. Outside of his advisory role, he assists with the quarterly tax payments for a family-owned hair salon business. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Steven Oxley is a financial advisor with LPL Financial in Worthington, OH, holding 38 years of industry experience. He has worked with multiple insurance companies including Allianz Life Insurance and Principal Life Insurance Company, and operated Oxley Financial Services for 18 years before joining LPL. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Edward Feierman is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models but does not offer individual security recommendations through its standalone planning program.