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American Funds
Jason Weybrecht
888-421-5059
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Charles Schwab
Bill Hennessey
513-361-8602
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The Ohio State University Accelerated CFP Program
Ashleigh Windnagel / Bill Rives
614-688-3071
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Lord Abbett Investments
Jack Orwig
614-557-6250
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Diamond Hill Investments
Tammi Gourley
614-255-3349
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Ohio Tuition Trust Authority
Judy Cunningham
614-752-9350
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Thornburg Investment Management
Troy Mosconi
877-215-1330
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William Blair & Company
Laura Bomberger
312-364-534|312-953-5340
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Weitz Funds
JoAnn Quinif
800-304-9745
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SEI Investments Company
Mark McGrath
601-676-1335
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Morningstar
John Connelly
513-206-5228
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Ivy Funds
Luke McDonald 913-515-2063
John Bradley 913-530-1872
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Allianz Life
Brad Knoll
614-507-1907
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U.S. Global Investors
Jennifer Alberding
210-250-0304
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Insight Bank
Ralph Abbott
614-431-9400
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Fidelity Insitutional Wealth Services
Greg Zorovich
312-551-3239
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Nationwide Financial
Chad Metzger
614-286-1546
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