Richard Detillio Jr. is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services, Cetera Advisor Networks, and Vantage Financial Group. Outside of his advisory role, he is CEO and independent insurance agent of Wealth Management Solutions, LLC, a firm specializing in fixed insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, employing model-based asset allocation and portfolio optimization supported by various investment strategies and risk management tools.

Dustin Dillon is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Ameriprise, he worked at The Huntington Investment Company and Huntington National Bank for several years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Benjamin Blotner is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and having five years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Nationwide Investment Services Corp and has held various roles including writing for the Columbus Jewish News. Outside of finance, he contributes as an unpaid freelance writer for the Society for American Baseball Research and performs paid singing and karaoke hosting at The Dolphin Lounge. 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 searches, and customized performance reporting within a non-discretionary program.

Matthew Moyer is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2022. His background also includes roles at Canterbury Rams, Central Ohio Private Security LLP, and Ps Karlsruhe Lions. 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 combines quantitative and qualitative research and includes broader derivatives and commodities capabilities through various regulatory registrations.

Steven Elsea is a financial advisor with LPL Financial based in Columbus, Ohio, holding a Series 63 designation and bringing 31 years of industry experience. His prior roles include positions at Avantax Insurance Agency, Bodine Perry, and Avantax Advisory Services, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, combining advisory services with a broad set of non-advisory financial activities.

John Crow is a financial advisor with LPL Financial in Worthington, Ohio, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 26 years of industry experience, having previously worked at firms including Cadaret, Grant & Co., Inc., Securities America Advisors, and Invest Financial Corporation. Outside of his advisory role, he is involved as a business owner in several ventures, including TelAssurance, LLC and AccelWell, as well as managing Crow Farms LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing both discretionary and non-discretionary strategies supported by research and technology tools.

Andrew Larned is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his financial advisory work, he owns and operates several businesses, including an indoor baseball facility and a business advisory role at EarthPeak Organics. 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, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling, and supports various advisory programs and institutional consulting services.

David Patch is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2009. Prior to joining J.P. Morgan, he worked at Ameriprise from 2007 to 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens, qualitative research, and forward-looking capital market assumptions to build model asset allocations.

Michael Roush is a CFP® with 15 years of industry experience and is currently affiliated with Ameriprise Financial Services in Columbus, OH. His prior roles include positions at The Huntington Investment Company, Bank of America, Merrill, Cetera Advisors, and Charles Schwab. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice focused on income reliability and tax-aware withdrawal strategies.

Jennifer Funk is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 18 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and previously at Chase Investment Services Corp. from 2008 to 2012. 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 combines quantitative and qualitative research and may include ESG considerations, with implementation support from affiliated investment-management entities.

Matthew Methe is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 6 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with input from its Global Investment Committee.

William Bulger is a financial advisor with Primerica Advisors in Worthington, OH. He holds a Series 63 designation and has 28 years of industry experience. Bulger has worked with PFS Investments Inc. and Primerica Financial Services since 1998 and has been affiliated with Columbus State Community College since 1990. Outside of advising, he is involved in selling loan products and home-related services through affiliate companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery investment strategies managed by third parties and operates at scale with thousands of advisors and billions in assets under management.

Suzette Dybiec is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Raymond James & Associates since 2014. Outside of advising, she owns and manages a rental real estate property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.

William Lenzotti is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63, 65, and 66 licenses with 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities, J.P. Morgan Chase Bank, and Key Investment Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Matthew Ferrel is a financial advisor with Mass Mutual Investors Services in Columbus, OH, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2015. MML 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, utilizing firm-approved tools and collaborative planning processes.

Matthew Hume is a financial advisor with Ameriprise in Worthington, OH, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior experience includes roles at J.P. Morgan Securities and Securities America Advisors. He also manages an advisory business outside of Ameriprise. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Andrew Sieczka is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable and JPMorgan Chase Bank, N.A. Outside of finance, he has experience working with Providence Community Pool. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence team and incorporating quantitative and qualitative research.

Rodney Carpenter is a financial advisor with OSAIC based in Worthington, Ohio, holding Series 63 and Series 65 designations and possessing 38 years of industry experience. He has been with OSAIC since 1997 and maintains a long-standing association with The New England since 1988. Outside of his advisory role, he operates R. Dale Carpenter LLC, which includes his securities and insurance businesses. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services, utilizing a model-based investment approach with tools such as risk-tolerance assessments, portfolio optimization, and third-party manager selection.

Kenneth Fowler is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. He has worked at The Prudential Insurance Company of America, Pruco Securities LLC, and Great American Insurance Group, and he is also the owner of Instinctive Wealth LLC, where he manages business operations and develops content and events. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm typically employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various affiliated financial services.

Taylor Hedric is a financial advisor with Ameriprise in Blacklick, OH, holding a Series 66 designation and 11 years of industry experience. His work history includes nine years at JP Morgan Securities LLC and two years at The Huntington Investment Company prior to joining Ameriprise. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm emphasizes dependable income sources and tax-aware withdrawal strategies, operating within a product ecosystem that includes affiliated sub-advised options and managed account solutions.