Darnell Perkins is a financial advisor at OSAIC with 37 years of industry experience. He held a position at Lincoln Financial Advisors Corporation for 35 years before joining OSAIC in 2025. Perkins holds a Series 63 designation. Outside of his advisory role, he is licensed as an insurance agent offering fixed and equity-indexed annuities, as well as traditional life insurance. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm provides a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Eric Gratz is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding a Series 63 designation and 19 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he operates as an independent insurance agent specializing in disability, fixed and indexed annuities, life, accident, health, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented planning and a range of investment programs.

Katherine Taylor is a financial advisor at Ameriprise in Columbus, Ohio, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Shade on the Canal, Ohio University, and Teays Valley High School. She also holds a real estate license. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies to generate tailored recommendations delivered through a centralized consulting team.

Kirk Venderlic is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2014, including roles at JPMorgan Chase Bank, N.A. since 2015. 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 within a non-discretionary program. Their advisory process is supported by centralized due diligence combining quantitative and qualitative research, with additional capabilities in derivatives and commodities through affiliated entities.

Michael Barrett is a financial advisor at OSAIC with 30 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 29 years before joining OSAIC in 2025. OSAIC Wealth serves a diverse client base that includes retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by various advanced tools and third-party managers.

Koby Taylor is a financial advisor at MassMutual Investors Services with Series 66 registration and one year of industry experience. Prior to joining the firm, he worked in various roles related to golf course management and services. He also works as an independent contractor golf caddie. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational programs.

Janice Massey is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and over 33 years of industry experience. She has been with Primerica Advisors since 1992 and has operated Massey's Financial Services since 1989. In addition to her advisory role, she is involved in the sales of loan products and home security 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 for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan services.

Michelle Graham is a financial advisor with Wells Fargo Clearing in Dublin, OH, holding a Series 63 designation and 25 years of industry experience. Her career includes prior roles at Morgan Stanley, Merrill Lynch, and UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and provides research-driven investment solutions supported by Wells Fargo Investment Institute and third-party analytics.

Kevin Mayer is a financial advisor with Raymond James & Associates in Columbus, OH, holding a Series 66 designation and six years of industry experience. Before joining Raymond James in 2020, he worked at Essentra Components for 12 years and spent a year as a homemaker. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary consulting, and institutional fiduciary services supported by a broad network of advisers and affiliated research.

John Cook is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various roles since 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Maura Holowchak is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds the CFP® and Series 66 designations and previously worked at Wells Fargo Clearing before joining Raymond James in 2019. Raymond James & Associates is a dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, providing financial planning and non‑discretionary investment consulting supported by various portfolio management styles and affiliated research.

Ryan Froman is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds a Series 63 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in Prudential-sponsored non-variable insurance business activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, offering access to third-party asset managers and wrap programs, while also facilitating insurance product sales through affiliated entities.

Mythri Padival is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. Prior to joining Ameriprise, Mythri worked at Morgan Stanley from 2011 to 2019, including a role at Morgan Stanley Private Bank, N.A., and at MML Investors Services. Outside of advising, Mythri co-owns TRLT Ventures, LLC, an investment-related business. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, providing tailored recommendation reports that incorporate Social Security, tax strategies, and asset management. The firm combines research and algorithmic tools to deliver personalized, non-discretionary advice through a centralized consulting team.

David Sugar is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 license and 25 years of industry experience. He has worked at Morgan Stanley and its related entities since 2009, including Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Derek Smith is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 designation with 23 years of industry experience. His prior roles include positions at Huntington Investment Company, Chase Investment Services Corp., Firstmerit Advisors, Inc., and Invest Financial Corporation. 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 with a written Recommendation Report and ongoing advice. The firm’s retirement service utilizes proprietary research, third-party data, and algorithmic tools, with implementation led by clients or their advisors within a framework that includes specific enrollment criteria and affiliated investment options.

Patti Mcgrew is a Series 66 licensed financial advisor with 28 years of industry experience. She has worked at Merrill for 21 years before joining Stifel Nicolaus & Co. Inc. in 2020. Outside of her advisory role, she is an independent beauty consultant for Mary Kay Cosmetics. Stifel serves a diverse clientele, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michael Kuplic is a financial advisor at Ameriprise with eight years of industry experience. He previously worked at Fred Alger Asset Management LLC for four years before joining Ameriprise in 2021. Outside of his advisory role, Kuplic is involved in the performing arts as a substitute teacher, performance coach, and performer at Hashtag Comedy Club in Columbus, Ohio. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides personalized retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Pavelko is a financial advisor with Ameriprise in Worthington, OH, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Merrill and Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, providing written recommendations and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Taylor Voris is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on comprehensive, goal-based financial planning without discretionary trading authority. Their approach includes holistic analyses and the option to combine planning with managed accounts under a consolidated billing system called “WealthPlan.”

Ben Shrider is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he is named as the Statutory Agent for a family-owned LLC, JS SLP, LLC, though he has no day-to-day responsibilities there. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.