James Thomas is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and its affiliated entities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework and delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Paula Tarpey is a financial advisor at OSAIC with 24 years of industry experience. She holds a Series 63 designation and has worked at Lincoln National Life and Lincoln Financial Advisors since 2001. Outside of her advisory role, she has co-authored a book titled "Mastering Your Financial Success" and serves as a board member for Partnerships for Authentic Learning and Leadership, a nonprofit focused on educational training and resources. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated financial advisors and multiple platforms. The firm employs various portfolio construction tools and provides access to third-party money managers and investment solutions.

Richard Detillio Jr. is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 63 designation and has worked previously at Woodbury Financial Services, CETERA Advisor Networks, and Vantage Financial Group. Detillio also serves as CEO of Wealth Management Solutions, LLC, an independent insurance agency offering fixed insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a broad network of advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to deliver tailored portfolio management solutions.

Jovonni Auddino is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Anthony Mastro. J.P. Morgan Securities 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 when recommending strategies.

Benjamin Blotner is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and five years of industry experience. He has previously worked with Nationwide Investment Services Corp and JPMorgan Chase Bank, N.A. Outside of his advisory role, Blotner is involved with the Society for American Baseball Research as an unpaid freelance writer and has performed as a singer and karaoke host at The Dolphin Lounge. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Steven Elsea is a financial advisor at LPL Financial with 31 years of industry experience. He holds a Series 63 designation and has worked with Avantax Insurance Agency, Avantax Advisory Services, and Bodine Perry, among other firms. He also served as a trustee for Steve Elsea, Trustee from 2014 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, with discretionary and non-discretionary management supported by research and model portfolios.

John Crow is a financial advisor with LPL Financial in Worthington, OH, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 26 years of industry experience and has previously worked at Cadaret, Grant & Co., Inc., Securities America Advisors, Securities America, Inc., and INVEST Financial Corporation. Outside of his advisory work, he is involved as a business owner in several ventures, including TelAssurance, LLC, AccelWell, Centric HC, and Crow Farms LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management, supported by both discretionary and non-discretionary management strategies.

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.

Kylee Rogers is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked in both financial services and the golf club industry, including positions at Klaus Financial Services, LLC and Double Eagle Golf Club. Rogers completed her education at Miami University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

David Patch is a financial advisor with J.P. Morgan Securities in Dublin, Ohio, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2009. J.P. Morgan Securities LLC 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. As a subsidiary of J.P. Morgan, the firm delivers these advisory services alongside affiliated brokerage and investment management capabilities.

Jennifer Funk is a Series 66-credentialed advisor with 18 years of industry experience. She has been with J.P. Morgan Securities in Columbus, OH since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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 at Mass Mutual Investors Services with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2015. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

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, Ohio. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Equitable and JPMorgan Chase Bank, N.A. He has also been involved with JDJ Bernards Inn LLC and the Providence Community Pool. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence to support its recommendations.

Rodney Carpenter is a financial advisor with Osaic who holds Series 63 and Series 65 credentials and has 38 years of industry experience. He has worked at Osaic since 1997 and has been affiliated with The New England since 1988. Carpenter is also an officer of R. Dale Carpenter LLC, an investment-related LLC that includes his securities and insurance business. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using various asset-allocation tools and investment options.

Kenneth Fowler is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. He has worked with firms including The Prudential Insurance Company of America and Great American Insurance Group. Fowler is also the owner of Instinctive Wealth LLC, where he manages business operations and develops content and events. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, third-party asset management, and access to a range of brokerage and insurance products through an integrated platform.