Relationships - Ethics - Education

Financial Service Professionals

PO Box 1522 | Powell, OH 43065 | 614.715.1936 | 614.573.7866 Faxwww.financialpro.org/columbus

2014 Columbus Chapter Directory

President’s Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Board of Directors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Committee Chairs & Mission Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Value Proposition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Chapter Meetings & Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Past Presidents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Hall of Fame Award . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Golden Apple Award . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Membership Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Member Roster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-18

Member Listing by Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-22

Annual Chapter Sponsors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Get Involved – Committees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Get Involved – Chapter Sponsorship Opportunities . . . . . . . . . . . . . . . . . . . . . 25

Get Involved – Professional Study Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Advertising . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-32

TABLE OF CONTENTS

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The Columbus Ohio Chapter is among the most successful Chapters with the Society for Financial Services Professionals (FSP) organization. For more than 30 years, fi nancial professionals in Central Ohio have connected, collaborated and made new friends within the advisor community.

Nationally FSP has more than 15,000 members and is the pre-eminent multi-disciplined organization for professionals who practice under the broad category of wealth management. Local members include accountants, attorneys, fi nancial planners, insurance agents and other individuals that all have a credential in their respective areas of practice.

The value of membership in our Chapter is directly proportional to how active a person is within the Chapter. The return on investment can be among the best of any organization that promotes networking, knowledge building and serving the diverse needs of our clients. We are truly fortunate to have such a diverse and talented membership for the ongoing exchange of new ideas.

Together with the Board of Directors, which I consider among the best volunteer teams ever assembled, we encourage our fellow members, product and service providers in the Central Ohio area to support our Chapter for our mutual benefi ts.

PRESIDENT’S MESSAGE FOR 2014

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BOARD OF DIRECTORSSociety of FSP | Columbus, Ohio Chapter | 2014-2015

PRESIDENTCheryl A. Evans, CLU, ChFC, CASL, LUTCFCentric Financial Group, LLCPhone: 614-824-6101cheryl.evans@centricfi nancialgroup.com

PRESIDENT ELECTWesley W. Mayer, CLU, ChFC, LUTCFExpert Insight, LLCPhone: 614-519-9774 wes@expertinsight.biz

VICE PRESIDENTTom D. Wyatt, JD, CFP, CLTCJacob, Haxton & Boord, LLCPhone: 614-888-1005 tom.wyatt@jhbllc.com

TREASURER Walter J. Eckert, CPA, CVA Russell, Eckert, Mealer & Kalb, CPA’s Inc.Valuation Analysts, LLCPhone: 614-336-3992WEckert@remk-cpa.com

SECRETARYMatt M. McKinnon, CPASchneider Downs & Co.Phone: 614-586-7119mmckinnon@schneiderdowns.com

IMMEDIATE PAST PRESIDENTGary Vawter, CFP, AEP, MS Vawter Financial, Ltd.Phone: 614-451-1002gary@vawterfi nancial.com

DIRECTORJon P. LaFramboise, CLUCentric Financial Group, LLC Phone: 614-824-6321jp.laframboise@centricfi nancialgroup.com

DIRECTORBill Rives, Ph.D., CLU, ChFC, RHUThe Ohio State UniversityBill Rives, Ph.D., CLU, ChFC, RHUThe Ohio State University

DIRECTORRebecca L. White, CFPKey Financial ServicesPhone: 614-764-3645rlwhite@key-fi nancial.biz

NATIONAL BOARD LIAISONThomas J. Sigmund, JDKegler, Brown Hill & RitterPhone: 614-462-5462tsigmund@keglerbrown.com

EXECUTIVE DIRECTORBecky Miller, PHRPO Box 1522Powell, Ohio 43065Phone: 614-715-1936Fax: 614-573-7866fsp@fspcolumbus.org

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COMMITTEE CHAIRSSociety of FSP | Columbus, Ohio Chapter | 2014-2015

MEMBERSHIP CHAIRRebecca L. White, CFPKey Financial ServicesPhone: 614-764-3645rlwhite@key-fi nancial.biz

PROFESSIONAL DEVELOPMENT CHAIRGary Vawter, CFP,AEP, MS Vawter Financial, Ltd.Phone: 614-451-1002gary@vawterfi nancial.com

PROFESSIONAL STUDY GROUP(PSG) CHAIRRonald Mayer, CLU, ChFC, LUTCFLPL Financial, LLCPhone: 614-505-6573ronals.mayer@lpl.com

FALL SYMPOSIUM CHAIRTom D. Wyatt, JD, CFP, CLTCJacob, Haxton & Boord, LLCPhone: 614-888-1005 tom.wyatt@jhbllc.com

COMMUNICATIONS CHAIRWesley W. Mayer, CLU, ChFC, LUTCFExpert Insight, LLCPhone: 614-519-9774 wes@expertinsight.biz

NOMINATING CHAIRGary Vawter, CFP,AEP, MS Vawter Financial, Ltd.Phone: 614-451-1002gary@vawterfi nancial.com

SPONSORSHIP CHAIRJon P. LaFramboise, CLUCentric Financial Group, LLCPhone: 614-824-6321jp.laframboise@centricfi nancialgroup.com

Our clients desire a relationship with credentialed professionals who are knowledgeable in applying their skills and expertise to their individual clients’ circumstance.

Therefore, we are committed to:Empowering networks that create a professional home identifi ed by a set of core values,

beliefs and the opportunity for learning and growth; Providing continuing education that is comprehensive, current and practical and which extends the wisdom

within our membership; Recognizing as members those who abideby our Code of Professional Responsibility.

MISSION STATEMENT

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VALUE PROPOSITION

Members of the Society of FSP (the “Society”) are committed, driven professionals who stand out to their peers and clients. The Society brings together experienced, credentialed fi nancial service professionals from a national multi-disciplinary network to develop alliances and provide broad learning opportunities from various disciplines while following the highest standards of ethical conduct.

Members Receive Access to Cutting-edge Research, Resources and Publications Journal of Financial Service Professionals: Bimonthly publication covering advanced fi nancial service topics Quarterly Newsletters: Columbus Chapter’s quarterly newsletters covering current events in the fi nancial service industry Access to Professional Interest Sections: Regular newsletters and on-line materials. Sections include Business & Compensation Planning, Leadership & Management, Risk Management, Estate Planning, Qualifi ed Plans, Financial Planning, Retirement Counseling and Investment Management Weekly FSP News Brief: Keep informed of top news and developments Leadership Opportunities: Local or national positions and subcommittees Online Library Special Member Discounts: Vendor discounts for various products/services Audio Conferences: Live 1-hour programs offering quality, relevance, and convenience Webcasts and Podcasts: Brief educational programs offered at no charge and offered 24/7 Video Teleconference: Live productions hosted by local Chapters on relevant topics Research Tools: Access Sections newsletters and other Society publications for topic specifi c references or research Annual Symposium: Annual one day seminar in September hosted by the Columbus Chapter of the Society. Continuing education credit is available Arizona Institute: Annual four day education event held in January or February. Up to 20 hours of continuing education credit is available Referral Service: Society members can register to receive leads from media and consumers.

Connect with Dynamic Credentialed Professionals Locally and Nationally Columbus Chapter Networking Events: Columbus Chapter member mixers and social events Professional Study Groups: Monthly group discussions on a variety of topics E-Discussion Groups: On-line forums for direct access to experts across the country National Member Directory: Easily locate professionals to assist with your needs and gain national recognition for yourself

By joining the Society, members can gain both local and national exposure and recognition. The Society promotes professional growth through advanced education and development of personal and professional relationships to encourage individual and business fi nancial success. Members of the Society STAND-OUT to non-members and clients due to the multi-disciplinary network and the far reaching depth of knowledge that comes with such a diverse, credentialed group of professionals!

Benefi ts of Membership in the Columbus Chapter

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CHAPTER MEETINGS & EVENTS

Please join us for:

• Networking with other professionals • Gaining valuable knowledge in a multi-disciplined environment • Earning CE credits: CPE, CLE, CFP, and Ohio Insurance CE

Monthly Meetings

Our Chapter meets the 2nd Thursday of every month from October through May. Our monthly meetings are held at:

Brookside Golf & Country Club2770 W. Dublin-Granville RoadColumbus, OH 43235

The monthly meeting agenda is:

7:45 am – Registration, Networking, Breakfast

8:20 am – Chapter Announcements

8:30 am – Presentation

9:30 am – Adjournment and Optional Networking

Annual Meeting

Our 2014 Chapter Annual Meeting is scheduled for Thursday, June 12 and will be held at Brookside Golf & Country Club. Please check our Chapter website for details and registration information.

Fall Symposium

Our Signature Chapter event is the Fall Symposium. Highly qualifi ed professionals provide informative and relevant presentations of interest to all fi nancial service professionals. It is a great opportunity to network with other professionals while gaining valuable knowledge and CE credits. Please check our Chapter website for details and registration information.

Need more information?

Check out our website at: www.fi nancialpro.org/columbus for more up-to-date information about all of our meetings and events. Details of each Individual Chapter meeting or event is normally posted at least 2 months in advance of the meeting/event.

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PAST PRESIDENTSColumbus, Ohio Chapter

Formed: April 27, 1939

1939 - 1940 Charles W. Griffi th1940 - 1941 Ben F. Hadley1941 - 1942 Charles R. Garvin1942 - 1943 Oscar E. Carlin1943 - 1944 Isadore C. Benis1944 - 1945 Isadore C. Benis1945 - 1946 Ralph W. Hoyer1946 - 1947 David B. Westwater1947 - 1948 L.W. McDougall1948 - 1949 Edward P. Tice, Jr.1949 - 1950 William B. Hoyer1950 - 1951 Unknown1951 - 1952 Unknown1952 - 1953 Unknown1953 - 1954 Franklin T. Phillips1954 - 1955 Floyd L. Turner1955 - 1956 Fritz A. Lichtenberg, Jr.1956 - 1957 Winfi eld M. Polk1957 - 1958 Norman R. Sleight1958 - 1959 Herman O. Tice1959 - 1960 Arthur E. Shephard1960 - 1961 Gerald A.B. Woodley1961 - 1962 Fred A. Exline1962 - 1963 Duane D. Guerin1963 - 1964 William H. Emig1964 - 1965 Dennis E. Clark1965 - 1966 Lester E. Wolfe1966 - 1967 Burton C. Holmes1967 - 1968 John V. Johnson1968 - 1969 Harry J. Ryan 1969 - 1970 D. Fred Mull1970 - 1971 Edwin M. Erickson1971 - 1972 Stuart A. Benis1972 - 1973 Donald A. Sibbring1973 - 1974 Robert L. Rupp1974 - 1975 Jack W. Hassell1975 - 1976 Rudolph H. Sulken1976 - 1977 Ben F. Hadley, Jr.1977 - 1978 Joseph M. Berwanger1978 - 1979 J. Mark Foley1979 - 1980 George W. McCloy1980 - 1981 Jack W. Parren

1981 - 1982 Elizabeth B. DeVilling1982 - 1983 Nathan A. Goldberg1983 - 1984 Don R. Gepfert1984 - 1985 I. David Cohen1985 - 1986 J. Robert Hanlin1986 - 1987 D.G. Edgerton1987 - 1988 Larry Waller1988 - 1989 Bernard E. McCoy1989 - 1990 Gary D. Giller1990 - 1991 Thomas W. Curry1991 - 1992 Kristen J. Sydney1992 - 1993 William C. Shimp1993 - 1994 Ralph Antolino1994 - 1995 Larry Carlson1995 - 1996 Orv Lyons1996 - 1997 Terry L. Sanders1997 - 1998 Whitney T. Logan1998 - 1999 Edwin M. Shaffer1999 - 2000 David J. Walter2000 - 2001 Jon M. Green2001 - 2002 C. Paul Sutor2002 - 2003 John D. Poston2003 - 2004 Harry W. Archer2004 - 2005 Shawn Sentz2005 - 2006 John King-Beckles2006 - 2007 John King-Beckles2007 - 2008 Thomas J. Sigmund2008 - 2009 Kenneth M. McNutt2009 - 2010 Paul Pfeiffer2010 - 2012 Victoria A. McCoy2012 - 2013 Gary Vawter

Charter Members

K.N. FargoCharles R. GarvinIsadore C. BenisBen F. HadleyRalph W. HoyerEvelyn R. RupeOscar E. CarlinCharles W. Griffi th

GET INVOLVED – PROFESSIONAL STUDY GROUP

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We currently have three PSG groups:

PSG Leaders/Coordinators:

Northwest: Walter Eckert, CPA,CVA & Ronald Mayer, CLU, ChFC, LUTCF WEckert@remk-cpa.com; ronald.mayer@lpl.com (614) 336-3992 ; (614) 505-6573

Meets the fourth Wednesday of designated months at Lower Level Conference Room Office Scape 1 500 West Wilson Bridge Road, Worthington, OH 43085 11:30 - 1pm

Downtown: Gary Vawter, CFP,MS, AEP gary@vawterfinancial.com (614) 451-1002

Meets the fourth Wednesday, September thru July at Tony's downtown at corner of Beck & High St., 16 W. Beck Street, 11:30 - 1pm

Dublin: Jill Spradlin, CPA & Shawn Sentz, CLU, ChFC jillspradlin@msn.com; ssentz@sentzfinancial.com (740) 852-8895; (614) 718-5348

Meets the 2nd Wednesday of the month Location: Nationwide Building, 5100 Rings Road Dublin, OH 43017 11:30 - 1pm

Join a Professional Study Group (PSG)!

One of the truly unique and valuable benefits of your SFSP membership is our member diversity. SFSP's Professional Study Groups (PSGs) are among the best ways to experience and benefit from this. As chair, I would like to personally invite you to become involved with one of our PSGs. These groups have representatives from several financial service profes-sions. They are a great opportunity to network and also to learn from other disciplines. Get Connected!

Rebecca L. White, C.F.P.®, PSG Chair Key Financial Services 425 Metro Place North, Suite 140 Dublin, OH 43017 Ph: 614-764-3645 rlwhite@key-financial.biz

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GET INVOLVED – CHAPTER

Annual Chapter Sponsor

• Recognition on all Chapter materials

• Logo and name on Chapter website

• Full-page advertisement in Chapter directory

• Logo and name on all Chapter eNewsletters

• Complimentary registration for one attendee to Chapter monthly meetings

• Quarterly electronic communication to Chapter membership

Chapter Directory Advertising

• Full-page, outside back cover

• Full-page, inside cover, front or back

• Full-page

• Half-page

Special Events Sponsor

Monthly Meeting Sponsor

• Featured sponsor at one Chapter meeting

• Up to fi ve minute presentation to meeting attendees

• Listing of meeting attendees

• Special recognition during meeting

• Chapter website recognition

• Complimentary registration for one attendee

Fall Symposium

Annual Meeting

For more details, please see our Sponsorship Opportunities Summary that is located on

our website or feel free to contact, Becky Miller, Chapter Executive Director, or Matt

McKinnon, Sponsorship Chair, for further information.

SPONSORSHIP OPPORTUNITIESSAM A. CHICKERELLA, CLU HALL OF FAME AWARD

The Society of FSP, Columbus, Ohio Chapter established the prestigious Hall of Fame Award in 1979 to honor those outstanding individuals in the fi nancial services industry who have shown leadership and dedication to the insurance profession. In 1998 the award was renamed the Sam A. Chickerella, CLU Hall of Fame for its fi rst recipient, Sam A. Chickerella, CLU. In 2011, the Chapter opened the award to individuals with FSP required credentials, although membership in the Society FSP is not required.

The recipients have provided outstanding service to the fi nancial services industry, community and organization with which they work, be active in the fi nancial services industry for a minimum of ten years and display a commitment to high ethical standards and integrity.

Charles J. Kegler, J.D.

2013 Sam A. Chickerella,CLU Hall of Fame Award Recipient

2012 Thomas Sigmund, JD2011 James Budros, CFP2009 John King-Beckles, CLU, FLMI2008 John D. Poston, CLU, ChFC2007 Kenneth M. McNutt, CLU2006 William D. Harrison, CLU, CSA2005 Bernard McCoy, CLU, ChFC, RHU2004 David G. (D.G.) Edgerton, CLU, ChFC C. Paul Sutor, CLU, ChFC Edward Tice, Jr., CLU2003 Jon M. Green, CLU, ChFC David J. Walter, CLU, ChFC, LUTCF2002 Jack W. Parren, CLU, ChFC Kristen Sydney, JD, CLU, ChFC, CFP2001 Dean W. Jeffers, CLU Lowell T. MacKenzie, CLU2000 Orv Lyons, CLU, ChFC, MSFS Robert M. Roach, CLU, ChFC, 1999 Nathan A. Goldberg, CLU, ChFC William C. Shimp, CLU1998 Thomas W. Curry, CLU, ChFC Michael S. Guy, CLU1997 Larry V. Carlson, CLU Larry Waller, CLU, ChFC, CFP1996 Oscar E. Carlin, CLU* J. Robert Hanlin, CLU, ChFC1995 William B. Hoyer, CLU1994 Norman R. Sleight, CLU1993 John Fisher, CLU, CPCU*

Robert H. Forker, CLU* Gary D. Giller, CLU1992 Robert Comer, CLU, ChFC* Howard L. Kimberly, Jr., CLU, ChFC Ronald Kimberly, CLU, ChFC Saul Sokol, CLU, ChFC1991 Chris V. Bush, CLU* Jacob A. Shawan, CLU* Frances M. Shawan, CLU M. Richard Weatherbee, CLU, ChFC1990 Frederick Exeline, CLU* Don R. Gepfert, CLU, ChFC J. Harry Wood, CLU1989 Evelyn Rupe Hoyer, CLU* Ralph Hoyer, CLU* Arthur E. Shepard, CLU1988 I. David Cohen, CLU, ChFC Hugh M. Hadley, CLU, ChFC* Gilbert Moody, CLU*1987 George McCloy, CLU1986 Dennis E. Clark, CLU*1985 Ben F. Hadley, Jr., CLU, ChFC1984 Ralph E. Waldo, CLU*1983 Herman O. Tice, CLU*1982 Burton C. Holmes, CLU*1981 Joseph M. Berwanger, CLU, ChFC1980 Ralph Antolino, CLU, ChFC1979 Sam A. Chickerella, CLU

Past Recipients:

924

DR. JOHN E. ERVIN GOLDEN APPLE AWARD

The Dr. John R. Ervin Golden Apple Award recognizes an outstanding fi nancial services educator to whom our Hall of Fame inductees and other members of the fi nancial services community owe a debt of gratitude for service in providing basic and advanced fi nancial services education. The Golden Apple honorees are the instructors upon whom we have relied for fi nancial services education, and whom we now recognize for their importance in our educational development as fi nancial services professionals and commitment to high ethical standards and integrity.

Past Recipients:

2012 Alan S. Acker, JD2011 Myron Grauer, JD2010 Bill Rives, PhD, RHU, CLU2009 Ronald F. Mayer, ChFC, CLU, LUTCF2007 Donald Pennington, CLU, ChFC, PCU2006 Ned Thomas, CLU, ChFC, CFP, RHU, REBC2005 Kenneth M. McNutt, CLU2004 M. Richard Weatherbee, CLU, ChFC2003 I. David Cohen, CLU, ChFC, LUTCF2002 William G. McDermott, CFSC2001 Patrick Morton, CLU, ChFC2000 Patrick Doyle, CLU, ChFC, ARM, IIA1999 Lorin K. Schoephorster, CLU, ChFC, CPCU1998 David L. Bickelhaupt, CLU, ChFC, CPCU, ARM1997 Dr. John S. Bickley1995 Gordon K. Rose, CLU, ChFC1994 Milton A. Campbell, CLU, ChFC1993 Dr. John R. Ervin

Richard E. Connolly, J.D.

2013 Dr. John R. ErvinGolden Apple Award Recipient

GET INVOLVED – COMMITTEES

Whether you are assisting with Professional Study Groups (PSG’s), helping with membership, or contacting potential speakers, committee participation from Columbus Chapter members is a great way to contribute to the overall success of The Society of FSP. Please review the committee descriptions below.

Membership Welcomes and assists orienting new members. Coordinates and hosts new member orientations and receptions. Develops strategic initiatives to increase membership and member satisfaction. Assists with membership drives, member outreach, recruitment and retention.

Professional DevelopmentResponsible for Chapter education and professional programs. Coordinates monthly programs for meetings, including determining program topics, selecting speakers and ensuring program meets all CE requirements.

CommunicationsResponsible for external /internal marketing, communications for the Chapter including Communication strategy, Chapter Newsletter, Chapter Membership Directory, Chapter Website, Event marketing and promotion.

SponsorshipResponsible for obtaining and working with Chapter sponsors to enhance non-dues revenue stream.

Professional Study Groups (PSG)Organizes and promotes PSGs within the Chapter. Coordinates activities of the PSGs providing support and resources as appropriate.

Fall SymposiumResponsible for the Chapter’s premier annual event from beginning to end including development of the theme and overall program; securing speakers and assisting with arrangements, sponsors and marketing.

Annual MeetingResponsible for the Chapter’s Annual Meeting event from beginning to end including development of the theme and overall program; securing speakers and assisting with arrangements, sponsors and marketing.

10 23

MEMBERSHIP REQUIREMENTS

Professionals holding any one of following designations or degrees are eligible for Regular

Membership in the Society of FSP:

AEP® Accredited Estate Planner

CASL® Chartered Advisor for Senior Living

CEBS® Certifi ed Employee Benefi t Specialist

CFA® Chartered Financial Analyst

CFP® Certifi ed Financial Planner

ChFC® Chartered Financial Consultant

CIMA® Certifi ed Investment Management Analyst

CLF® Chartered Leadership Fellow

CLU® Chartered Life Underwriter

CPA Certifi ed Public Accountant

CPC Certifi ed Pension Consultant

CPCU® Chartered Property & Casualty Underwriter

CTFA Certifi ed Trust and Financial Advisor

EA Enrolled Actuary

JD Juris Doctorate (Licensed)

MBA, MS, PhD Graduate Degree in Financial Services

MSFS Master of Science in Financial Services

MSM Master of Science in Management

REBC® Registered Employee Benefi ts Consultant

RHU® Registered Health Underwriter

Those individuals pursuing any of these credentials, or holding the FLMI, FSS or LUTCF

are eligible for Associate Membership. Other available membership classifi cations include

Young Professional, Full-Time Professor, Retired, Associate, Student and Non-Resident.

For more information on Society of FSP membership, or any of our programs and services

please contact Member Services at 800-392-6900 or Info@fi nancialpro.org.

to Join the Columbus, Ohio Chapter Society of FSP

ANNUAL CHAPTER SPONSORS

Thank You to our Annual Chapter Sponsors

If you are interested in being a Chapter Sponsor,please reach out to fsp@fspcolumbus.org.

The Innova Financial Group

W. Jeff Martin, CLU ChFCBrokerage Director – Cincinnati

1122

MEMBER ROSTERSociety of FSP | Columbus, Ohio Chapter | As of 6/1/14

Beth Akerman CLU RHU CASLOhio Ins Guaranty Assoc(614) 442-6601betherik@aol.com

William Alsnauer CLUState Farm Insurance Co(614)764-2411bill.alsnauer.bve1@statefarm.com

*Bruce AndrewsHartford Life(614) 579-9659bruce.andrews@thehartford.com

Jerry Angeletti CLUState Farm(740) 344-3312jangeletti@alink.com

Ralph Antolino CLU ChFC JDAntolino & Associates(614) 442-3355rjantolino@antolino.com

Robert Barnett JDCarlile Patchen & Murphy LLP(614) 628-0766rbarnett@cpmlaw.com

Ronald Benedick CLU ChFC(614) 946-4144rwbenedick@att.net

John Bishop CLU CPCUThe Motorists Ins Group(614) 225-8446john.bishop@motoristsgroup.com

Larry Boord CLU ChFC JDBoord and Associates (614) 785-6600lboord@boord.com

*Elizabeth BowmanOneAmerica(614) 824-6104elizabeth.bowman@centricfi nancialgroup.com

Jim Bownas JDLane, Alton & Horstjbownas@lanealton.com

Cort Bradbury CLUPrincipal Financial Group(614) 792-8085bradbury.cort@principal.com

Kelly Brakefi eld Moore JDWright Law Co LPA(614) 339-4973kmoore@wright-law.net

James Budros CLU ChFC MSFS CFPBudros Ruhlin & Roe(614) 481-6900james.budros@b-r-r.com

Sheila Burke CLU ChFC LUTCFBurke Financial Services(614) 890-7607sheila.burke@raymondjames.com

Brad Bush CPCU AUWichert Insurance(614) 426-9040brad@wichert.com

Christopher Campbell ChFC CLUHighland Capital Brokerage(614) 487-9684ccampbell@highland.com

Philip Capretta CLU ChFC CASLNorthwestern Mutual(614) 433-9103Phil.Capretta@nm.com

Donald Strawser CLU ChFC Chad Warner ChFC John Wherry CLU ChFC LUTCF Rebecca White CFP Ronald Benedick CLU ChFC John Bishop CLU CPCU Robert Cowan CLU CPCU Nathan Goldberg CLU ChFC Lowell MacKenzie CLU Ronald Mayer CLU ChFC LUTCF Bernard McCoy CLU ChFC RHU Kenneth McNutt CLU W. Keith Miller CLU ChFC Arthur Shepard CLU Ned Thomas CFP CLU ChFC RHU REBC

RISK MANAGEMENT: William Clark CLU David Foley CLU ChFC Wesley Mayer CLU ChFC LUTCF Bill Rives Ph.D. CLU ChFC RHU Gregory Smith CLU ChFC Mark Snider CLU ChFC CFP

MEMBER LISTING BY SECTIONSSociety of Financial Service Professionals Columbus Chapter Sections Benefi t

Tal Schapira Paul Morganski ChFC CLU CASL Erin Mentel-Gaeta CFP MS Terry Hill CLU John King-Beckles CLU George Williams CLU ChFC Kevin Quinn CLU RHU Beth Akerman CLU RHU CASL William Alsnauer CLU Brad Bush CPCU AU Dennis Purdy CLU ChFC Joseph Reilly CFP Scott Shipley CLU CPCU CIC Thomas Welch CLU FSA MAAA FLMI

12 21

Matthew Clark CLU ChFCPrincipal Financial Group(614) 358-3229clark.matt@principal.com

William Clark CLUClark-Guy & Assoc.(614) 486-4500 x106billclark@clarkguy.com

Frank Clegg CFP CLU ChFCColumbus Financial Concepts(614) 791-1599cap@columbusfi nancialconcepts.com

Robert Cline CLU ChFCNationwide Financial Services(614) 435-1255

Cathie Cobe CFP ChFC CLU CPA CASLMasters in Taxation Nationwide Financial(614) 435-1998cobec511@gmail.com

Charles Collins CLU ChFCCollins Financial Services(614) 975-5938c@collinsfs.com

Robert Cowan CLU CPCUMotorists Mutual(614) 885-5572rcowan1@att.net

George Crockett CLUFreedom Wealth Management LLC(614) 433-9001George@freedomwealthmanagement.com

Thomas Curry CLU ChFCCurry & Company LLC(614) 791-7730tcurry@pmfi nancial.com

Donald Devlin CLU ChFC CPCNationwide Life Insurance(614) 435-3001devlind@nationwide.com

Frank Dosch CLU ChFC LUTCFNorthwestern Mutual(740) 452-4596frank.dosch@nm.com

Thomas Duncan ChFC CLU JDNationwide Financial(614) 249-0160duncant2@nationwide.com

Gregory DuPont JDG S DuPont, Attorney At Law(614) 408-0529greg@gsdupont.com

Walter Eckert CPA CVARussell Eckert Mealer & Kalb CPA’s(614) 336-3992weckert@remk-cpa.com

David Edgerton CLU ChFCEdgerton Financial Company(614) 548-3000edgertondg@airpost.net

Michael Eischen CLU ChFCEischen Financial Group(614) 221-2211meischen@retirewithsuccess.com

Cheryl Evans CLU ChFC CASL LUTCFCentric Financial Group, LLC(614) 824-6101cheryl.evans@centricfi nancialgroup.com

Jason Farris CFPWaller Financial Planning Group Inc(614) 457-7026jfarris@waller.com

MEMBER ROSTERSociety of FSP | Columbus, Ohio Chapter | As of 6/1/14

MEMBER LISTING BY SECTIONSSociety of Financial Service Professionals Columbus Chapter Sections Benefi t

Terry Hill CLU *Larry Jackson LUTCF Christopher Olsgard CFP

LEADERSHIP & MANAGEMENT: William Clark CLU David Foley CLU ChFC Wesley Mayer CLU ChFC LUTCF Bill Rives Ph.D. CLU ChFC RHU Gregory Smith CLU ChFC Mark Snider CLU ChFC CFP Tal Schapira *Jennifer Middendorf Paul Morganski ChFC CLU CASL Cheryl Evans CLU ChFC CASL LUTCF *Jeffrey Logan *Craig Robinette LUTCF FIC Donald Devlin CLU ChFC CPC Jason Farris CFP Mark Hiltz CLU ChFC CPCU Tod Klotzbach ChFC MBA AIC AIM CPCU Cassandra Tipton CPCU CLU ChFC George Williams CLU ChFC

QUALIFIED PLANS: William Clark CLU David Foley CLU ChFC Wesley Mayer CLU ChFC LUTCF Bill Rives Ph.D. CLU ChFC RHU Gregory Smith CLU ChFC Mark Snider CLU ChFC CFP Tal Schapira *Jennifer Middendorf Paul Morganski ChFC CLU CASL Erin Mentel-Gaeta CFP MS George Crockett CLU Terry Hill CLU Elbert Nester JD Scott Rider CLU Charles Rolph JD MSFS CLU ChFC CPC CEBS RICP TGPC QPFC AIF Tiffany White CPA

Thomas Wyatt JD CFP CLTC J. Robert Hanlin CLU ChFC

RETIREMENT COUNSELING: William Clark CLU David Foley CLU ChFC Wesley Mayer CLU ChFC LUTCF Bill Rives Ph.D. CLU ChFC RHU Gregory Smith CLU ChFC Mark Snider CLU ChFC CFP Tal Schapira *Jennifer Middendorf Paul Morganski ChFC CLU CASL Erin Mentel-Gaeta CFP MS George Crockett CLU Terry Hill CLU Mark Havanec CLU ChFC Thomas Kromer JD CPA CFP BSBA George Haag CLU ChFC Edward Mobley CLU Steven Hamilton JD CLU ChFC John King-Beckles CLU Sheila Burke CLU ChFC LUTCF *Elizabeth Bowman *Jordan Knight Jerry Angeletti CLU Cathie Cobe CFP ChFC CLU CPA CASL Charles Collins CLU ChFC Frank Dosch CLU ChFC LUTCF Walter Eckert CPA CVA Charles Halm CLU ChFC Whitney Logan CLU ChFC CFP Jane Marx JD BA Mark Might ChFC CPA Martin Mitchell ChFC CPCU SCLA AIC AIM INS Patrick Morton CLU ChFC D. Lee Pickering CLU ChFC Drexel Poling CPCU CLU Thomas Riley CPC CLU Robert Roach CLU ChFC Ketha Robbins CLU ChFC Michael Smith CLU ChFC

1320

David Foley CLU ChFCMass Mutual(937) 399-2900dfoley@fi nsvcs.com

Corey Gavin CLU ChFCNationwide Financial(740) 475-7066gavinc@nationwide.com

Peter Golato CLU ChFCNationwide Financial Services(614) 249-1059golatop@nationwide.com

Nathan Goldberg CLU ChFCGoldberg Clouse & Edgell(614) 443-1010nagoldberg@pfi nancial.com

Herbert Greff CLU EAGreff’Herbert D(614) 798-0248hgreff@aol.com

George Haag CLU ChFCRetirement Blueprints(740) 366-3111ghaag@alink.com

Charles Halm CLU ChFCCharles J. Halm Ins. Agency(740) 775-2886chuckhalm@horizonview.net

Steven Hamilton JD CLU ChFCNationwide Financial Services(614) 249-0935hamils25@nationwide.com

J. Robert Hanlin CLU ChFCPrudential(740) 548-6366

Mark Havanec CLU ChFCState Street Advisers, LLC(614) 895-2584statestreetadvisers@hotmail.com

Robert Hendrix CLU ChFC JD(614) 791-2622bob@hendrix-law.com

Sandra Heusinkveld CLUFinancial Planning Perspectives, LLC(614) 273-1031sandra@fpperspectives.com

Terry Hill CLURaymond James Financial Services(740) 657-7860thill@dcb-t.com

Andrew Hill CLU MBANationwide Financial Services(614) 435-1781andrew.e.hill@gmail.com

Mark Hiltz CLU ChFC CPCUNationwide Financial(614) 435-0264hiltzm@nationwide.com

*Garrett Hummel(614) 435-0358hummelg1@nationwide.com

*Larry Jackson LUTCFIntegrated Planning Solutions Inc(614) 825-6008larry@integratedplanningsolutions.net

Tricia Kelley FLMI CLUState Farm(740) 364-3083tricia.kelley.bl27@statefarm.com

MEMBER ROSTERSociety of FSP | Columbus, Ohio Chapter | As of 6/1/14

MEMBER LISTING BY SECTIONSSociety of Financial Service Professionals Columbus Chapter Sections Benefi t

Thomas Kromer JD CPA CFP BSBA Paul Morganski ChFC CLU CASL Angela Parson JD Terry Hill CLU Gregory DuPont JD *Christian Laver BA Fin. *Michael McCarthy LUTCF *Kendra Wilt Ralph Antolino CLU ChFC JD James Budros CLU ChFC MSFS CFP Frank Clegg CFP CLU ChFC Thomas Duncan ChFC CLU JD David Edgerton CLU ChFC George Haag CLU ChFC Tricia Kelley FLMI CLU John Knapke CLU FLMI Larry Lorence CLU ChFC George McCloy CLU ChFC Edward Mobley CLU Douglas Papp CLU ChFC CFP RHU REBC AWMA CRPC Michael Quilter ChFC CLU CPA LTCP John Schuman CFP CPA JD Frank Spencer CLU ChFC Jill Spradlin CPA Gary Vawter CFP AEP MS Robert Webb CLU ChFC Ryan Weiser ChFC CLU Gordon Wilken CLU ChFC Larry Waller CLU ChFC CFP

INVESTMENT MANAGEMENT: William Clark CLU David Foley CLU ChFC Wesley Mayer CLU ChFC LUTCF Bill Rives Ph.D. CLU ChFC RHU Gregory Smith CLU ChFC Mark Snider CLU ChFC CFP Tal Schapira Erin Mentel-Gaeta CFP MS George Crockett CLU Mark Havanec CLU ChFC Thomas Kromer JD CPA CFP BSBA

David Smucker CLU ChFC CPA MSM MS *Bruce Andrews *Garrett Hummel Larry Boord CLU ChFC JD Jim Bownas JD Kelly Brakefi eld Moore JD Christopher Campbell ChFC CLU Matthew Clark CLU ChFC Robert Cline CLU ChFC George Crockett CLU Michael Eischen CLU ChFC Corey Gavin CLU ChFC Mark Havanec CLU ChFC Robert Hendrix CLU ChFC JD Sandra Heusinkveld CLU Andrew Hill CLU MBA John King-Beckles CLU Thomas Kromer JD CPA CFP BSBA Steven Meier CFP MSFS ChFC AEP Robert Moore JD Paul Morganski ChFC CLU CASL David Onega JD MBA BA Don Parkhill CLU JD Angela Parson JD Michael Phillips CLU ChFC Laura Pistro CPA MA Shawn Sentz CLU ChFC Thomas Sigmund JD Kristen Sydney CLU ChFC JD CFP

FINANCIAL PLANNING: *Jennifer Middendorf William Clark CLU David Foley CLU ChFC Wesley Mayer CLU ChFC LUTCF Bill Rives Ph.D. CLU ChFC RHU Gregory Smith CLU ChFC Mark Snider CLU ChFC CFP Tal Schapira Erin Mentel-Gaeta CFP MS George Crockett CLU Mark Havanec CLU ChFC

14 19

Kelley King CLU ChFC(614) 451-5464kking@kingfi n.com

John King-Beckles CLUNationwide Financial Services(614) 435-0266kingj2@nationwide.com

Tod Klotzbach ChFC MBA AIC AIM CPCUState Farm Insurance(740) 348-6378tod.klotzbach.colh@statefarm.com

John Knapke CLU FLMINationwide Financial Services(614) 435-0718knapkej@nationwide.com

*Jordan KnightCentric Financial Group(614) 824-5343jordan.knight@centricfi nancialgroup.com

Thomas Kromer JD CPA CFP BSBADeLoitte Tax LLP(614) 229-4705tkromer@deloitte.com

Jon LaFramboise CLUCentric Financial Group, LLC(614) 824-6321jp.laframboise@centricfi nancialgroup.com

*Christian Laver BA Fin.Christian Laver & Associates(614) 431-4327christian.laver@lfg.com

*Jeffrey LoganNew England Financial(614) 408-1819jlogan@columbusoh.nefn.com

Whitney Logan CLU ChFC CFPLogan Financial Group, LLC(614) 442-0214whitney.logan@raymondjames.com

Larry Lorence CLU ChFCState Farm(740) 364-4051larry.lorence.ank8@statefarm.com

Lowell MacKenzie CLUAXA Advisors(614) 451-6669lowell.mackenzie@axa-advisors.com

Jane Marx JD BACarlile Patchen & Murphy LLP(614) 628-0809jmarx@cpmlaw.com

Wesley Mayer CLU ChFC LUTCFExpert Insight, LLC(614) 519-9774wes@expertinsight.biz

Ronald Mayer CLU ChFC LUTCF LPLFinancial, LLC(614) 505-6573ronald.mayer@lpl.com

*Michael McCarthy LUTCFCentric Financial Group(614) 824-6107michael.mccarthy@centricfi nancialgroup.com

George McCloy CLU ChFCMcCloy Financial Services(614) 442-4646Mccloysr.George@pennmutual.com

Victoria McCoy RHUCrown Benefi ts LLC(614) 602-6470victoria@crown-benefi ts.com

MEMBER ROSTERSociety of FSP | Columbus, Ohio Chapter | As of 6/1/14

MEMBER LISTING BY SECTIONS

Professional Interest Sections are your link to targeted information from the Society and networking opportunities with other Society members who share your pursuits. Quarterly Newsletters are produced for each Sections Group. Consider joining your Section eGroup and share your ideas and insights with other members of your Section. One free Section is included with Society membership, another value added benefi t! Additional Sections are available for $35 each or $60 for as many as you want.

Available Sections:Business & Compensation Planning; Employee Benefi ts; Estate Planning; Financial Planning; Investment Management; Leadership & Management; Qualifi ed Plans; Retirement Counseling; Risk Management: Life, Health, Disability, Casualty & Liability Insurance.

BUSINESS & COMPENSATION PLANNING: *Jennifer Middendorf Robert Barnett JD Cort Bradbury CLU Philip Capretta CLU ChFC CASL William Clark CLU Thomas Curry CLU ChFC Gregory DuPont JD Cheryl Evans CLU ChFC CASL LUTCF David Foley CLU ChFC Peter Golato CLU ChFC Steven Hamilton JD CLU ChFC Kelley King CLU ChFC Jon LaFramboise CLU Wesley Mayer CLU ChFC LUTCF Matthew McKinnon CPA John Poston CLU ChFC Bill Rives Ph.D. CLU ChFC RHU Michael Silberstein CLU ChFC Gregory Smith CLU ChFC David Smucker CLU ChFC CPA MSM MS Mark Snider CLU ChFC CFP William Weidner CLU ChFC CPCU Herbert Wolman ChFC CLU Richard Tice CLU Tal Schapira

EMPLOYEE BENEFITS: *Jennifer Middendorf William Clark CLU

David Foley CLU ChFC Wesley Mayer CLU ChFC LUTCF Bill Rives Ph.D. CLU ChFC RHU Gregory Smith CLU ChFC Mark Snider CLU ChFC CFP Tal Schapira *Ralph Williamson Sheila Burke CLU ChFC LUTCF Terry Hill CLU Victoria McCoy RHU Erin Mentel-Gaeta CFP MS Kevin Quinn CLU RHU Deborah Raup CLU Richard Raup CLU John Susie CLU Herbert Greff CLU EA

ESTATE PLANNING: *Jennifer Middendorf William Clark CLU David Foley CLU ChFC Wesley Mayer CLU ChFC LUTCF Bill Rives Ph.D. CLU ChFC RHU Gregory Smith CLU ChFC Mark Snider CLU ChFC CFP Tal Schapira Erin Mentel-Gaeta CFP MS Robert Barnett JD Steven Hamilton JD CLU ChFC John Poston CLU ChFC

Society of Financial Service Professionals Columbus Chapter Sections Benefi t

1518

Bernard McCoy CLU ChFC RHUBEMCO Inc(614) 602-6466ben@bemco.biz

Matthew McKinnon CPASchneider Downs & Co.(614) 586-7119mmckinnon@schneiderdowns.com

Kenneth McNutt CLUPrudential Insurance Company(614) 798-0230kmcnuttclu@att.net

Steven Meier CFP MSFS ChFC AEPCardinal Financial Advisers(614) 457-3450smeier@cardinaladvisers.com

Erin Mentel-Gaeta CFP MSMentel Financial Services LLC(614) 985-3730erin@mentelfi nancial.com

*Jennifer Middendorf Nationwide(614) 435-0317middenj2@nationwide.com

Mark Might ChFC CPAOhio Insurance Guaranty Assc(614) 442-6601markmight@ohioa.org

W. Keith Miller CLU ChFCNationwide Financial Services(740) 415-3640

Martin Mitchell ChFC CPCU SCLA AIC AIM INSMartin J Mitchell Ins Agency Inc(614) 529-4259martinjmitchell@allstate.com

Edward Mobley CLUING Financial Advisers LLC(614) 431-5045

Robert Moore JDWright Law Co LPA(614) 339-4971rmoore@wright-law.net

Paul Morganski ChFC CLU CASLNationwide Financial(614) 435-0229morganp4@nationwide.com

Patrick Morton CLU ChFCMorton Learning Center LLC(614) 885-2800

Elbert Nester JDNester Law Offi ce(614) 440-2500bertnester@nesterlawoffi ce.com

Christopher Olsgard CFPWaller Financial Planning Group Inc(614) 457-7026colsgard@waller.com

David Onega JD MBA BABailey Cavalieri LLC(614) 229-3200david.onega@baileycavalieri.com

Douglas Papp CLU ChFC CFP RHU REBC AWMA CRPCNationwide Financial(614) 264-2212pappd@nationwide.com

Don Parkhill CLU JDParkhill Financial Group(740) 622-1364don.parkhill@lfg.com

MEMBER ROSTERSociety of FSP | Columbus, Ohio Chapter | As of 6/1/14

MEMBER ROSTERSociety of FSP | Columbus, Ohio Chapter | As of 6/1/14

*Associate Members

Richard Tice CLUTice Insurance Agencies(614) 442-4639rtice@columbusoh.nefn.com

Cassandra Tipton CPCU CLU ChFCState Farm Insurance(740) 364-5532

Gary Vawter CFP AEP MSVawter Financial, Ltd.(614) 451-1002gary@vawterfi nancial.com

Larry Waller CLU ChFC CFPWaller Financial Planning(614) 457-7026lwaller@waller.com

Chad Warner ChFCNationwide(614) 204-4319warnerc2@nationwide.com

Robert Webb CLU ChFCOhio National(740) 387-9550webboffi ce@onesco.net

William Weidner CLU ChFC CPCUNationwide(614) 880-5840weidnew@nationwide.com

Ryan Weiser ChFC CLUState Farm(614) 371-2144ryan_weiser@hotmail.com

Thomas Welch CLU FSA MAAA FLMIGrange Life Insurance Co(614) 445-3160welcht@grangeinsurance.com

John Wherry CLU ChFC LUTCFWherry Agency Ins(614) 457-6300

Rebecca White CFPKey Financial Services(614) 764-3645rlwhite@key-fi nancial.biz

Tiffany White CPAClark, Schaefer, Hackett & Co.(614) 885-2208twhite@cshco.com

Gordon Wilken CLU ChFCState Farm(740) 364-5231

George Williams CLU ChFC 614) 677-8258williagm@nationwide.com

*Ralph Williamson(740) 289-2940williamsonr@talusbrokerage.com

*Kendra WiltNationwide Financial(614) 435-7006wiltk@nationwide.com

Herbert Wolman ChFC CLUInsurance Offi ce of Central Ohio(614) 939-5471herb@ioco-columbus.com

Thomas Wyatt JD CFP CLTCBoord & Associates(614) 785-6600Tom.Wyatt@jhbllc.com

16 17

Angela Parson JDThe Columbus Foundation(614) 251-4000aparsons@columbusfoundation.org

Michael Phillips CLU ChFCMichael Phillips & Associates(614) 227-1124michael.j.phillips@ampf.com

D. Lee Pickering CLU ChFCPM Financial Group(614) 889-00301920@pmfi nancial.com

Laura Pistro CPA MADeloitte(614) 229-4753lpistro@deloitte.com

Drexel Poling CPCU CLUHummel & Plum Ins Agency Inc(740) 477-3311drexel_poling@hummel-plum.com

John Poston CLU ChFCNew England / McCloy Financial(614) 442-4670jposton@columbusoh.nef.com

Dennis Purdy CLU ChFC(614) 799-3200dennispurdy43123@yahoo.com

Michael Quilter ChFC CLU CPA LTCPNew York Life Columbus Gen Ofc(740) 852-6950mquilter@ft.newyorklife.com

Kevin Quinn CLU RHUThe Principal Financial Group(614) 792-2791quinn.kevin@principal.com

Deborah Raup CLUBusiness Admin & Consult(614) 863-8780draup@bactpa.com

Richard Raup CLUBusiness Admin & Consultants(614) 863-8780rick@bactpa.com

Joseph Reilly CFPThrivent Financial For Lutherans(614) 396-4120joe.reilly@thrivent.com

Scott Rider CLURider Financial Group(614) 876-7044sprider@fi nsvcs.com

Thomas Riley CPC CLUState Farm(614) 898-8005thomas.l.riley.asrd@statefarm.com

Bill Rives Ph.D. CLU ChFC RHUThe Ohio State University(614) 326-0613brives@pipeline.com

Robert Roach CLU ChFC(614) 221-5287robert.roach@nmfn.com

Ketha Robbins CLU ChFC(614) 863-0175krobbins@insight.rr.com

*Craig Robinette LUTCF FICThe Innova Financial Group(614) 212-2437craigrobinette@fi nancialguide.com

MEMBER ROSTERSociety of FSP | Columbus, Ohio Chapter | As of 6/1/14

Charles Rolph JD MSFS CLU ChFC CPC CEBS RICP TGPC QPFC AIFNationwide Financial(614) 677-6181rolphc@nationwide.com

Tal Schapira(954) 235-4669talschapira@gmail.com

John Schuman CFP CPA JDBudros, Ruhllin & Roe(614) 481-6900jschuman@b-r-r.com

Shawn Sentz CLU ChFCSentz Financial Services(614) 718-5348ssentz@sentzfi nancial.com

Arthur Shepard CLUTurner & Shepard BOA(614) 326-4812

Scott Shipley CLU CPCU CICSmith-Brogan Insurance Svc Inc(740) 366-6818scottshipley@smithbrogan.com

Thomas Sigmund JDKegler, Brown, Hill & Ritter(614) 462-5462Tsigmund@keglerbrown.com

Michael Silberstein CLU ChFCNorthwestern Mutual Financial Network(614) 221-614-5287 x4284michael.silberstein@nmfn.com

Gregory Smith CLU ChFCWealthStone(614) 267-2600gsmith@wealthstone.net

Michael Smith CLU ChFCNationwide Insurance(614) 249-6562smithm16@nationwide.com

David Smucker CLU ChFC CPA MSM MSNationwide Financial Services(614) 249-5452dsmucker@nationwide.com

Mark Snider CLU ChFC CFPSnider Fuller & Associates(740) 594-8385mark@sniderfullerstroh.com

Frank Spencer CLU ChFCNationwide Financial(614) 249-9487spencef3@nationwide.com

Jill Spradlin CPAMadison Financial Services, Inc.(740) 852-8895jillspradlin@msn.com

Donald Strawser CLU ChFCStrawser & Associates(614) 766-5974strawsd@msn.com

John Susie CLUAFLAC(614) 425-8988jdsusie@gmail.com

Kristen Sydney CLU ChFC JD CFPSagemark Consulting Private Wealth Svcs(614) 854-6672kristen.sydney@lfg.com

Ned Thomas CFP CLU ChFC RHU REBC(614) 882-4726nedcus@aol.com

MEMBER ROSTERSociety of FSP | Columbus, Ohio Chapter | As of 6/1/14

16 17

Angela Parson JDThe Columbus Foundation(614) 251-4000aparsons@columbusfoundation.org

Michael Phillips CLU ChFCMichael Phillips & Associates(614) 227-1124michael.j.phillips@ampf.com

D. Lee Pickering CLU ChFCPM Financial Group(614) 889-00301920@pmfi nancial.com

Laura Pistro CPA MADeloitte(614) 229-4753lpistro@deloitte.com

Drexel Poling CPCU CLUHummel & Plum Ins Agency Inc(740) 477-3311drexel_poling@hummel-plum.com

John Poston CLU ChFCNew England / McCloy Financial(614) 442-4670jposton@columbusoh.nef.com

Dennis Purdy CLU ChFC(614) 799-3200dennispurdy43123@yahoo.com

Michael Quilter ChFC CLU CPA LTCPNew York Life Columbus Gen Ofc(740) 852-6950mquilter@ft.newyorklife.com

Kevin Quinn CLU RHUThe Principal Financial Group(614) 792-2791quinn.kevin@principal.com

Deborah Raup CLUBusiness Admin & Consult(614) 863-8780draup@bactpa.com

Richard Raup CLUBusiness Admin & Consultants(614) 863-8780rick@bactpa.com

Joseph Reilly CFPThrivent Financial For Lutherans(614) 396-4120joe.reilly@thrivent.com

Scott Rider CLURider Financial Group(614) 876-7044sprider@fi nsvcs.com

Thomas Riley CPC CLUState Farm(614) 898-8005thomas.l.riley.asrd@statefarm.com

Bill Rives Ph.D. CLU ChFC RHUThe Ohio State University(614) 326-0613brives@pipeline.com

Robert Roach CLU ChFC(614) 221-5287robert.roach@nmfn.com

Ketha Robbins CLU ChFC(614) 863-0175krobbins@insight.rr.com

*Craig Robinette LUTCF FICThe Innova Financial Group(614) 212-2437craigrobinette@fi nancialguide.com

MEMBER ROSTERSociety of FSP | Columbus, Ohio Chapter | As of 6/1/14

Charles Rolph JD MSFS CLU ChFC CPC CEBS RICP TGPC QPFC AIFNationwide Financial(614) 677-6181rolphc@nationwide.com

Tal Schapira(954) 235-4669talschapira@gmail.com

John Schuman CFP CPA JDBudros, Ruhllin & Roe(614) 481-6900jschuman@b-r-r.com

Shawn Sentz CLU ChFCSentz Financial Services(614) 718-5348ssentz@sentzfi nancial.com

Arthur Shepard CLUTurner & Shepard BOA(614) 326-4812

Scott Shipley CLU CPCU CICSmith-Brogan Insurance Svc Inc(740) 366-6818scottshipley@smithbrogan.com

Thomas Sigmund JDKegler, Brown, Hill & Ritter(614) 462-5462Tsigmund@keglerbrown.com

Michael Silberstein CLU ChFCNorthwestern Mutual Financial Network(614) 221-614-5287 x4284michael.silberstein@nmfn.com

Gregory Smith CLU ChFCWealthStone(614) 267-2600gsmith@wealthstone.net

Michael Smith CLU ChFCNationwide Insurance(614) 249-6562smithm16@nationwide.com

David Smucker CLU ChFC CPA MSM MSNationwide Financial Services(614) 249-5452dsmucker@nationwide.com

Mark Snider CLU ChFC CFPSnider Fuller & Associates(740) 594-8385mark@sniderfullerstroh.com

Frank Spencer CLU ChFCNationwide Financial(614) 249-9487spencef3@nationwide.com

Jill Spradlin CPAMadison Financial Services, Inc.(740) 852-8895jillspradlin@msn.com

Donald Strawser CLU ChFCStrawser & Associates(614) 766-5974strawsd@msn.com

John Susie CLUAFLAC(614) 425-8988jdsusie@gmail.com

Kristen Sydney CLU ChFC JD CFPSagemark Consulting Private Wealth Svcs(614) 854-6672kristen.sydney@lfg.com

Ned Thomas CFP CLU ChFC RHU REBC(614) 882-4726nedcus@aol.com

MEMBER ROSTERSociety of FSP | Columbus, Ohio Chapter | As of 6/1/14

1518

Bernard McCoy CLU ChFC RHUBEMCO Inc(614) 602-6466ben@bemco.biz

Matthew McKinnon CPASchneider Downs & Co.(614) 586-7119mmckinnon@schneiderdowns.com

Kenneth McNutt CLUPrudential Insurance Company(614) 798-0230kmcnuttclu@att.net

Steven Meier CFP MSFS ChFC AEPCardinal Financial Advisers(614) 457-3450smeier@cardinaladvisers.com

Erin Mentel-Gaeta CFP MSMentel Financial Services LLC(614) 985-3730erin@mentelfi nancial.com

*Jennifer Middendorf Nationwide(614) 435-0317middenj2@nationwide.com

Mark Might ChFC CPAOhio Insurance Guaranty Assc(614) 442-6601markmight@ohioa.org

W. Keith Miller CLU ChFCNationwide Financial Services(740) 415-3640

Martin Mitchell ChFC CPCU SCLA AIC AIM INSMartin J Mitchell Ins Agency Inc(614) 529-4259martinjmitchell@allstate.com

Edward Mobley CLUING Financial Advisers LLC(614) 431-5045

Robert Moore JDWright Law Co LPA(614) 339-4971rmoore@wright-law.net

Paul Morganski ChFC CLU CASLNationwide Financial(614) 435-0229morganp4@nationwide.com

Patrick Morton CLU ChFCMorton Learning Center LLC(614) 885-2800

Elbert Nester JDNester Law Offi ce(614) 440-2500bertnester@nesterlawoffi ce.com

Christopher Olsgard CFPWaller Financial Planning Group Inc(614) 457-7026colsgard@waller.com

David Onega JD MBA BABailey Cavalieri LLC(614) 229-3200david.onega@baileycavalieri.com

Douglas Papp CLU ChFC CFP RHU REBC AWMA CRPCNationwide Financial(614) 264-2212pappd@nationwide.com

Don Parkhill CLU JDParkhill Financial Group(740) 622-1364don.parkhill@lfg.com

MEMBER ROSTERSociety of FSP | Columbus, Ohio Chapter | As of 6/1/14

MEMBER ROSTERSociety of FSP | Columbus, Ohio Chapter | As of 6/1/14

*Associate Members

Richard Tice CLUTice Insurance Agencies(614) 442-4639rtice@columbusoh.nefn.com

Cassandra Tipton CPCU CLU ChFCState Farm Insurance(740) 364-5532

Gary Vawter CFP AEP MSVawter Financial, Ltd.(614) 451-1002gary@vawterfi nancial.com

Larry Waller CLU ChFC CFPWaller Financial Planning(614) 457-7026lwaller@waller.com

Chad Warner ChFCNationwide(614) 204-4319warnerc2@nationwide.com

Robert Webb CLU ChFCOhio National(740) 387-9550webboffi ce@onesco.net

William Weidner CLU ChFC CPCUNationwide(614) 880-5840weidnew@nationwide.com

Ryan Weiser ChFC CLUState Farm(614) 371-2144ryan_weiser@hotmail.com

Thomas Welch CLU FSA MAAA FLMIGrange Life Insurance Co(614) 445-3160welcht@grangeinsurance.com

John Wherry CLU ChFC LUTCFWherry Agency Ins(614) 457-6300

Rebecca White CFPKey Financial Services(614) 764-3645rlwhite@key-fi nancial.biz

Tiffany White CPAClark, Schaefer, Hackett & Co.(614) 885-2208twhite@cshco.com

Gordon Wilken CLU ChFCState Farm(740) 364-5231

George Williams CLU ChFC 614) 677-8258williagm@nationwide.com

*Ralph Williamson(740) 289-2940williamsonr@talusbrokerage.com

*Kendra WiltNationwide Financial(614) 435-7006wiltk@nationwide.com

Herbert Wolman ChFC CLUInsurance Offi ce of Central Ohio(614) 939-5471herb@ioco-columbus.com

Thomas Wyatt JD CFP CLTCBoord & Associates(614) 785-6600Tom.Wyatt@jhbllc.com

14 19

Kelley King CLU ChFC(614) 451-5464kking@kingfi n.com

John King-Beckles CLUNationwide Financial Services(614) 435-0266kingj2@nationwide.com

Tod Klotzbach ChFC MBA AIC AIM CPCUState Farm Insurance(740) 348-6378tod.klotzbach.colh@statefarm.com

John Knapke CLU FLMINationwide Financial Services(614) 435-0718knapkej@nationwide.com

*Jordan KnightCentric Financial Group(614) 824-5343jordan.knight@centricfi nancialgroup.com

Thomas Kromer JD CPA CFP BSBADeLoitte Tax LLP(614) 229-4705tkromer@deloitte.com

Jon LaFramboise CLUCentric Financial Group, LLC(614) 824-6321jp.laframboise@centricfi nancialgroup.com

*Christian Laver BA Fin.Christian Laver & Associates(614) 431-4327christian.laver@lfg.com

*Jeffrey LoganNew England Financial(614) 408-1819jlogan@columbusoh.nefn.com

Whitney Logan CLU ChFC CFPLogan Financial Group, LLC(614) 442-0214whitney.logan@raymondjames.com

Larry Lorence CLU ChFCState Farm(740) 364-4051larry.lorence.ank8@statefarm.com

Lowell MacKenzie CLUAXA Advisors(614) 451-6669lowell.mackenzie@axa-advisors.com

Jane Marx JD BACarlile Patchen & Murphy LLP(614) 628-0809jmarx@cpmlaw.com

Wesley Mayer CLU ChFC LUTCFExpert Insight, LLC(614) 519-9774wes@expertinsight.biz

Ronald Mayer CLU ChFC LUTCF LPLFinancial, LLC(614) 505-6573ronald.mayer@lpl.com

*Michael McCarthy LUTCFCentric Financial Group(614) 824-6107michael.mccarthy@centricfi nancialgroup.com

George McCloy CLU ChFCMcCloy Financial Services(614) 442-4646Mccloysr.George@pennmutual.com

Victoria McCoy RHUCrown Benefi ts LLC(614) 602-6470victoria@crown-benefi ts.com

MEMBER ROSTERSociety of FSP | Columbus, Ohio Chapter | As of 6/1/14

MEMBER LISTING BY SECTIONS

Professional Interest Sections are your link to targeted information from the Society and networking opportunities with other Society members who share your pursuits. Quarterly Newsletters are produced for each Sections Group. Consider joining your Section eGroup and share your ideas and insights with other members of your Section. One free Section is included with Society membership, another value added benefi t! Additional Sections are available for $35 each or $60 for as many as you want.

Available Sections:Business & Compensation Planning; Employee Benefi ts; Estate Planning; Financial Planning; Investment Management; Leadership & Management; Qualifi ed Plans; Retirement Counseling; Risk Management: Life, Health, Disability, Casualty & Liability Insurance.

BUSINESS & COMPENSATION PLANNING: *Jennifer Middendorf Robert Barnett JD Cort Bradbury CLU Philip Capretta CLU ChFC CASL William Clark CLU Thomas Curry CLU ChFC Gregory DuPont JD Cheryl Evans CLU ChFC CASL LUTCF David Foley CLU ChFC Peter Golato CLU ChFC Steven Hamilton JD CLU ChFC Kelley King CLU ChFC Jon LaFramboise CLU Wesley Mayer CLU ChFC LUTCF Matthew McKinnon CPA John Poston CLU ChFC Bill Rives Ph.D. CLU ChFC RHU Michael Silberstein CLU ChFC Gregory Smith CLU ChFC David Smucker CLU ChFC CPA MSM MS Mark Snider CLU ChFC CFP William Weidner CLU ChFC CPCU Herbert Wolman ChFC CLU Richard Tice CLU Tal Schapira

EMPLOYEE BENEFITS: *Jennifer Middendorf William Clark CLU

David Foley CLU ChFC Wesley Mayer CLU ChFC LUTCF Bill Rives Ph.D. CLU ChFC RHU Gregory Smith CLU ChFC Mark Snider CLU ChFC CFP Tal Schapira *Ralph Williamson Sheila Burke CLU ChFC LUTCF Terry Hill CLU Victoria McCoy RHU Erin Mentel-Gaeta CFP MS Kevin Quinn CLU RHU Deborah Raup CLU Richard Raup CLU John Susie CLU Herbert Greff CLU EA

ESTATE PLANNING: *Jennifer Middendorf William Clark CLU David Foley CLU ChFC Wesley Mayer CLU ChFC LUTCF Bill Rives Ph.D. CLU ChFC RHU Gregory Smith CLU ChFC Mark Snider CLU ChFC CFP Tal Schapira Erin Mentel-Gaeta CFP MS Robert Barnett JD Steven Hamilton JD CLU ChFC John Poston CLU ChFC

Society of Financial Service Professionals Columbus Chapter Sections Benefi t

1320

David Foley CLU ChFCMass Mutual(937) 399-2900dfoley@fi nsvcs.com

Corey Gavin CLU ChFCNationwide Financial(740) 475-7066gavinc@nationwide.com

Peter Golato CLU ChFCNationwide Financial Services(614) 249-1059golatop@nationwide.com

Nathan Goldberg CLU ChFCGoldberg Clouse & Edgell(614) 443-1010nagoldberg@pfi nancial.com

Herbert Greff CLU EAGreff’Herbert D(614) 798-0248hgreff@aol.com

George Haag CLU ChFCRetirement Blueprints(740) 366-3111ghaag@alink.com

Charles Halm CLU ChFCCharles J. Halm Ins. Agency(740) 775-2886chuckhalm@horizonview.net

Steven Hamilton JD CLU ChFCNationwide Financial Services(614) 249-0935hamils25@nationwide.com

J. Robert Hanlin CLU ChFCPrudential(740) 548-6366

Mark Havanec CLU ChFCState Street Advisers, LLC(614) 895-2584statestreetadvisers@hotmail.com

Robert Hendrix CLU ChFC JD(614) 791-2622bob@hendrix-law.com

Sandra Heusinkveld CLUFinancial Planning Perspectives, LLC(614) 273-1031sandra@fpperspectives.com

Terry Hill CLURaymond James Financial Services(740) 657-7860thill@dcb-t.com

Andrew Hill CLU MBANationwide Financial Services(614) 435-1781andrew.e.hill@gmail.com

Mark Hiltz CLU ChFC CPCUNationwide Financial(614) 435-0264hiltzm@nationwide.com

*Garrett Hummel(614) 435-0358hummelg1@nationwide.com

*Larry Jackson LUTCFIntegrated Planning Solutions Inc(614) 825-6008larry@integratedplanningsolutions.net

Tricia Kelley FLMI CLUState Farm(740) 364-3083tricia.kelley.bl27@statefarm.com

MEMBER ROSTERSociety of FSP | Columbus, Ohio Chapter | As of 6/1/14

MEMBER LISTING BY SECTIONSSociety of Financial Service Professionals Columbus Chapter Sections Benefi t

Thomas Kromer JD CPA CFP BSBA Paul Morganski ChFC CLU CASL Angela Parson JD Terry Hill CLU Gregory DuPont JD *Christian Laver BA Fin. *Michael McCarthy LUTCF *Kendra Wilt Ralph Antolino CLU ChFC JD James Budros CLU ChFC MSFS CFP Frank Clegg CFP CLU ChFC Thomas Duncan ChFC CLU JD David Edgerton CLU ChFC George Haag CLU ChFC Tricia Kelley FLMI CLU John Knapke CLU FLMI Larry Lorence CLU ChFC George McCloy CLU ChFC Edward Mobley CLU Douglas Papp CLU ChFC CFP RHU REBC AWMA CRPC Michael Quilter ChFC CLU CPA LTCP John Schuman CFP CPA JD Frank Spencer CLU ChFC Jill Spradlin CPA Gary Vawter CFP AEP MS Robert Webb CLU ChFC Ryan Weiser ChFC CLU Gordon Wilken CLU ChFC Larry Waller CLU ChFC CFP

INVESTMENT MANAGEMENT: William Clark CLU David Foley CLU ChFC Wesley Mayer CLU ChFC LUTCF Bill Rives Ph.D. CLU ChFC RHU Gregory Smith CLU ChFC Mark Snider CLU ChFC CFP Tal Schapira Erin Mentel-Gaeta CFP MS George Crockett CLU Mark Havanec CLU ChFC Thomas Kromer JD CPA CFP BSBA

David Smucker CLU ChFC CPA MSM MS *Bruce Andrews *Garrett Hummel Larry Boord CLU ChFC JD Jim Bownas JD Kelly Brakefi eld Moore JD Christopher Campbell ChFC CLU Matthew Clark CLU ChFC Robert Cline CLU ChFC George Crockett CLU Michael Eischen CLU ChFC Corey Gavin CLU ChFC Mark Havanec CLU ChFC Robert Hendrix CLU ChFC JD Sandra Heusinkveld CLU Andrew Hill CLU MBA John King-Beckles CLU Thomas Kromer JD CPA CFP BSBA Steven Meier CFP MSFS ChFC AEP Robert Moore JD Paul Morganski ChFC CLU CASL David Onega JD MBA BA Don Parkhill CLU JD Angela Parson JD Michael Phillips CLU ChFC Laura Pistro CPA MA Shawn Sentz CLU ChFC Thomas Sigmund JD Kristen Sydney CLU ChFC JD CFP

FINANCIAL PLANNING: *Jennifer Middendorf William Clark CLU David Foley CLU ChFC Wesley Mayer CLU ChFC LUTCF Bill Rives Ph.D. CLU ChFC RHU Gregory Smith CLU ChFC Mark Snider CLU ChFC CFP Tal Schapira Erin Mentel-Gaeta CFP MS George Crockett CLU Mark Havanec CLU ChFC

12 21

Matthew Clark CLU ChFCPrincipal Financial Group(614) 358-3229clark.matt@principal.com

William Clark CLUClark-Guy & Assoc.(614) 486-4500 x106billclark@clarkguy.com

Frank Clegg CFP CLU ChFCColumbus Financial Concepts(614) 791-1599cap@columbusfi nancialconcepts.com

Robert Cline CLU ChFCNationwide Financial Services(614) 435-1255

Cathie Cobe CFP ChFC CLU CPA CASLMasters in Taxation Nationwide Financial(614) 435-1998cobec511@gmail.com

Charles Collins CLU ChFCCollins Financial Services(614) 975-5938c@collinsfs.com

Robert Cowan CLU CPCUMotorists Mutual(614) 885-5572rcowan1@att.net

George Crockett CLUFreedom Wealth Management LLC(614) 433-9001George@freedomwealthmanagement.com

Thomas Curry CLU ChFCCurry & Company LLC(614) 791-7730tcurry@pmfi nancial.com

Donald Devlin CLU ChFC CPCNationwide Life Insurance(614) 435-3001devlind@nationwide.com

Frank Dosch CLU ChFC LUTCFNorthwestern Mutual(740) 452-4596frank.dosch@nm.com

Thomas Duncan ChFC CLU JDNationwide Financial(614) 249-0160duncant2@nationwide.com

Gregory DuPont JDG S DuPont, Attorney At Law(614) 408-0529greg@gsdupont.com

Walter Eckert CPA CVARussell Eckert Mealer & Kalb CPA’s(614) 336-3992weckert@remk-cpa.com

David Edgerton CLU ChFCEdgerton Financial Company(614) 548-3000edgertondg@airpost.net

Michael Eischen CLU ChFCEischen Financial Group(614) 221-2211meischen@retirewithsuccess.com

Cheryl Evans CLU ChFC CASL LUTCFCentric Financial Group, LLC(614) 824-6101cheryl.evans@centricfi nancialgroup.com

Jason Farris CFPWaller Financial Planning Group Inc(614) 457-7026jfarris@waller.com

MEMBER ROSTERSociety of FSP | Columbus, Ohio Chapter | As of 6/1/14

MEMBER LISTING BY SECTIONSSociety of Financial Service Professionals Columbus Chapter Sections Benefi t

Terry Hill CLU *Larry Jackson LUTCF Christopher Olsgard CFP

LEADERSHIP & MANAGEMENT: William Clark CLU David Foley CLU ChFC Wesley Mayer CLU ChFC LUTCF Bill Rives Ph.D. CLU ChFC RHU Gregory Smith CLU ChFC Mark Snider CLU ChFC CFP Tal Schapira *Jennifer Middendorf Paul Morganski ChFC CLU CASL Cheryl Evans CLU ChFC CASL LUTCF *Jeffrey Logan *Craig Robinette LUTCF FIC Donald Devlin CLU ChFC CPC Jason Farris CFP Mark Hiltz CLU ChFC CPCU Tod Klotzbach ChFC MBA AIC AIM CPCU Cassandra Tipton CPCU CLU ChFC George Williams CLU ChFC

QUALIFIED PLANS: William Clark CLU David Foley CLU ChFC Wesley Mayer CLU ChFC LUTCF Bill Rives Ph.D. CLU ChFC RHU Gregory Smith CLU ChFC Mark Snider CLU ChFC CFP Tal Schapira *Jennifer Middendorf Paul Morganski ChFC CLU CASL Erin Mentel-Gaeta CFP MS George Crockett CLU Terry Hill CLU Elbert Nester JD Scott Rider CLU Charles Rolph JD MSFS CLU ChFC CPC CEBS RICP TGPC QPFC AIF Tiffany White CPA

Thomas Wyatt JD CFP CLTC J. Robert Hanlin CLU ChFC

RETIREMENT COUNSELING: William Clark CLU David Foley CLU ChFC Wesley Mayer CLU ChFC LUTCF Bill Rives Ph.D. CLU ChFC RHU Gregory Smith CLU ChFC Mark Snider CLU ChFC CFP Tal Schapira *Jennifer Middendorf Paul Morganski ChFC CLU CASL Erin Mentel-Gaeta CFP MS George Crockett CLU Terry Hill CLU Mark Havanec CLU ChFC Thomas Kromer JD CPA CFP BSBA George Haag CLU ChFC Edward Mobley CLU Steven Hamilton JD CLU ChFC John King-Beckles CLU Sheila Burke CLU ChFC LUTCF *Elizabeth Bowman *Jordan Knight Jerry Angeletti CLU Cathie Cobe CFP ChFC CLU CPA CASL Charles Collins CLU ChFC Frank Dosch CLU ChFC LUTCF Walter Eckert CPA CVA Charles Halm CLU ChFC Whitney Logan CLU ChFC CFP Jane Marx JD BA Mark Might ChFC CPA Martin Mitchell ChFC CPCU SCLA AIC AIM INS Patrick Morton CLU ChFC D. Lee Pickering CLU ChFC Drexel Poling CPCU CLU Thomas Riley CPC CLU Robert Roach CLU ChFC Ketha Robbins CLU ChFC Michael Smith CLU ChFC

1122

MEMBER ROSTERSociety of FSP | Columbus, Ohio Chapter | As of 6/1/14

Beth Akerman CLU RHU CASLOhio Ins Guaranty Assoc(614) 442-6601betherik@aol.com

William Alsnauer CLUState Farm Insurance Co(614)764-2411bill.alsnauer.bve1@statefarm.com

*Bruce AndrewsHartford Life(614) 579-9659bruce.andrews@thehartford.com

Jerry Angeletti CLUState Farm(740) 344-3312jangeletti@alink.com

Ralph Antolino CLU ChFC JDAntolino & Associates(614) 442-3355rjantolino@antolino.com

Robert Barnett JDCarlile Patchen & Murphy LLP(614) 628-0766rbarnett@cpmlaw.com

Ronald Benedick CLU ChFC(614) 946-4144rwbenedick@att.net

John Bishop CLU CPCUThe Motorists Ins Group(614) 225-8446john.bishop@motoristsgroup.com

Larry Boord CLU ChFC JDBoord and Associates (614) 785-6600lboord@boord.com

*Elizabeth BowmanOneAmerica(614) 824-6104elizabeth.bowman@centricfi nancialgroup.com

Jim Bownas JDLane, Alton & Horstjbownas@lanealton.com

Cort Bradbury CLUPrincipal Financial Group(614) 792-8085bradbury.cort@principal.com

Kelly Brakefi eld Moore JDWright Law Co LPA(614) 339-4973kmoore@wright-law.net

James Budros CLU ChFC MSFS CFPBudros Ruhlin & Roe(614) 481-6900james.budros@b-r-r.com

Sheila Burke CLU ChFC LUTCFBurke Financial Services(614) 890-7607sheila.burke@raymondjames.com

Brad Bush CPCU AUWichert Insurance(614) 426-9040brad@wichert.com

Christopher Campbell ChFC CLUHighland Capital Brokerage(614) 487-9684ccampbell@highland.com

Philip Capretta CLU ChFC CASLNorthwestern Mutual(614) 433-9103Phil.Capretta@nm.com

Donald Strawser CLU ChFC Chad Warner ChFC John Wherry CLU ChFC LUTCF Rebecca White CFP Ronald Benedick CLU ChFC John Bishop CLU CPCU Robert Cowan CLU CPCU Nathan Goldberg CLU ChFC Lowell MacKenzie CLU Ronald Mayer CLU ChFC LUTCF Bernard McCoy CLU ChFC RHU Kenneth McNutt CLU W. Keith Miller CLU ChFC Arthur Shepard CLU Ned Thomas CFP CLU ChFC RHU REBC

RISK MANAGEMENT: William Clark CLU David Foley CLU ChFC Wesley Mayer CLU ChFC LUTCF Bill Rives Ph.D. CLU ChFC RHU Gregory Smith CLU ChFC Mark Snider CLU ChFC CFP

MEMBER LISTING BY SECTIONSSociety of Financial Service Professionals Columbus Chapter Sections Benefi t

Tal Schapira Paul Morganski ChFC CLU CASL Erin Mentel-Gaeta CFP MS Terry Hill CLU John King-Beckles CLU George Williams CLU ChFC Kevin Quinn CLU RHU Beth Akerman CLU RHU CASL William Alsnauer CLU Brad Bush CPCU AU Dennis Purdy CLU ChFC Joseph Reilly CFP Scott Shipley CLU CPCU CIC Thomas Welch CLU FSA MAAA FLMI

10 23

MEMBERSHIP REQUIREMENTS

Professionals holding any one of following designations or degrees are eligible for Regular

Membership in the Society of FSP:

AEP® Accredited Estate Planner

CASL® Chartered Advisor for Senior Living

CEBS® Certifi ed Employee Benefi t Specialist

CFA® Chartered Financial Analyst

CFP® Certifi ed Financial Planner

ChFC® Chartered Financial Consultant

CIMA® Certifi ed Investment Management Analyst

CLF® Chartered Leadership Fellow

CLU® Chartered Life Underwriter

CPA Certifi ed Public Accountant

CPC Certifi ed Pension Consultant

CPCU® Chartered Property & Casualty Underwriter

CTFA Certifi ed Trust and Financial Advisor

EA Enrolled Actuary

JD Juris Doctorate (Licensed)

MBA, MS, PhD Graduate Degree in Financial Services

MSFS Master of Science in Financial Services

MSM Master of Science in Management

REBC® Registered Employee Benefi ts Consultant

RHU® Registered Health Underwriter

Those individuals pursuing any of these credentials, or holding the FLMI, FSS or LUTCF

are eligible for Associate Membership. Other available membership classifi cations include

Young Professional, Full-Time Professor, Retired, Associate, Student and Non-Resident.

For more information on Society of FSP membership, or any of our programs and services

please contact Member Services at 800-392-6900 or Info@fi nancialpro.org.

to Join the Columbus, Ohio Chapter Society of FSP

ANNUAL CHAPTER SPONSORS

Thank You to our Annual Chapter Sponsors

If you are interested in being a Chapter Sponsor,please reach out to fsp@fspcolumbus.org.

The Innova Financial Group

W. Jeff Martin, CLU ChFCBrokerage Director – Cincinnati

924

DR. JOHN E. ERVIN GOLDEN APPLE AWARD

The Dr. John R. Ervin Golden Apple Award recognizes an outstanding fi nancial services educator to whom our Hall of Fame inductees and other members of the fi nancial services community owe a debt of gratitude for service in providing basic and advanced fi nancial services education. The Golden Apple honorees are the instructors upon whom we have relied for fi nancial services education, and whom we now recognize for their importance in our educational development as fi nancial services professionals and commitment to high ethical standards and integrity.

Past Recipients:

2012 Alan S. Acker, JD2011 Myron Grauer, JD2010 Bill Rives, PhD, RHU, CLU2009 Ronald F. Mayer, ChFC, CLU, LUTCF2007 Donald Pennington, CLU, ChFC, PCU2006 Ned Thomas, CLU, ChFC, CFP, RHU, REBC2005 Kenneth M. McNutt, CLU2004 M. Richard Weatherbee, CLU, ChFC2003 I. David Cohen, CLU, ChFC, LUTCF2002 William G. McDermott, CFSC2001 Patrick Morton, CLU, ChFC2000 Patrick Doyle, CLU, ChFC, ARM, IIA1999 Lorin K. Schoephorster, CLU, ChFC, CPCU1998 David L. Bickelhaupt, CLU, ChFC, CPCU, ARM1997 Dr. John S. Bickley1995 Gordon K. Rose, CLU, ChFC1994 Milton A. Campbell, CLU, ChFC1993 Dr. John R. Ervin

Richard E. Connolly, J.D.

2013 Dr. John R. ErvinGolden Apple Award Recipient

GET INVOLVED – COMMITTEES

Whether you are assisting with Professional Study Groups (PSG’s), helping with membership, or contacting potential speakers, committee participation from Columbus Chapter members is a great way to contribute to the overall success of The Society of FSP. Please review the committee descriptions below.

Membership Welcomes and assists orienting new members. Coordinates and hosts new member orientations and receptions. Develops strategic initiatives to increase membership and member satisfaction. Assists with membership drives, member outreach, recruitment and retention.

Professional DevelopmentResponsible for Chapter education and professional programs. Coordinates monthly programs for meetings, including determining program topics, selecting speakers and ensuring program meets all CE requirements.

CommunicationsResponsible for external /internal marketing, communications for the Chapter including Communication strategy, Chapter Newsletter, Chapter Membership Directory, Chapter Website, Event marketing and promotion.

SponsorshipResponsible for obtaining and working with Chapter sponsors to enhance non-dues revenue stream.

Professional Study Groups (PSG)Organizes and promotes PSGs within the Chapter. Coordinates activities of the PSGs providing support and resources as appropriate.

Fall SymposiumResponsible for the Chapter’s premier annual event from beginning to end including development of the theme and overall program; securing speakers and assisting with arrangements, sponsors and marketing.

Annual MeetingResponsible for the Chapter’s Annual Meeting event from beginning to end including development of the theme and overall program; securing speakers and assisting with arrangements, sponsors and marketing.

8 25

GET INVOLVED – CHAPTER

Annual Chapter Sponsor

• Recognition on all Chapter materials

• Logo and name on Chapter website

• Full-page advertisement in Chapter directory

• Logo and name on all Chapter eNewsletters

• Complimentary registration for one attendee to Chapter monthly meetings

• Quarterly electronic communication to Chapter membership

Chapter Directory Advertising

• Full-page, outside back cover

• Full-page, inside cover, front or back

• Full-page

• Half-page

Special Events Sponsor

Monthly Meeting Sponsor

• Featured sponsor at one Chapter meeting

• Up to fi ve minute presentation to meeting attendees

• Listing of meeting attendees

• Special recognition during meeting

• Chapter website recognition

• Complimentary registration for one attendee

Fall Symposium

Annual Meeting

For more details, please see our Sponsorship Opportunities Summary that is located on

our website or feel free to contact, Becky Miller, Chapter Executive Director, or Matt

McKinnon, Sponsorship Chair, for further information.

SPONSORSHIP OPPORTUNITIESSAM A. CHICKERELLA, CLU HALL OF FAME AWARD

The Society of FSP, Columbus, Ohio Chapter established the prestigious Hall of Fame Award in 1979 to honor those outstanding individuals in the fi nancial services industry who have shown leadership and dedication to the insurance profession. In 1998 the award was renamed the Sam A. Chickerella, CLU Hall of Fame for its fi rst recipient, Sam A. Chickerella, CLU. In 2011, the Chapter opened the award to individuals with FSP required credentials, although membership in the Society FSP is not required.

The recipients have provided outstanding service to the fi nancial services industry, community and organization with which they work, be active in the fi nancial services industry for a minimum of ten years and display a commitment to high ethical standards and integrity.

Charles J. Kegler, J.D.

2013 Sam A. Chickerella,CLU Hall of Fame Award Recipient

2012 Thomas Sigmund, JD2011 James Budros, CFP2009 John King-Beckles, CLU, FLMI2008 John D. Poston, CLU, ChFC2007 Kenneth M. McNutt, CLU2006 William D. Harrison, CLU, CSA2005 Bernard McCoy, CLU, ChFC, RHU2004 David G. (D.G.) Edgerton, CLU, ChFC C. Paul Sutor, CLU, ChFC Edward Tice, Jr., CLU2003 Jon M. Green, CLU, ChFC David J. Walter, CLU, ChFC, LUTCF2002 Jack W. Parren, CLU, ChFC Kristen Sydney, JD, CLU, ChFC, CFP2001 Dean W. Jeffers, CLU Lowell T. MacKenzie, CLU2000 Orv Lyons, CLU, ChFC, MSFS Robert M. Roach, CLU, ChFC, 1999 Nathan A. Goldberg, CLU, ChFC William C. Shimp, CLU1998 Thomas W. Curry, CLU, ChFC Michael S. Guy, CLU1997 Larry V. Carlson, CLU Larry Waller, CLU, ChFC, CFP1996 Oscar E. Carlin, CLU* J. Robert Hanlin, CLU, ChFC1995 William B. Hoyer, CLU1994 Norman R. Sleight, CLU1993 John Fisher, CLU, CPCU*

Robert H. Forker, CLU* Gary D. Giller, CLU1992 Robert Comer, CLU, ChFC* Howard L. Kimberly, Jr., CLU, ChFC Ronald Kimberly, CLU, ChFC Saul Sokol, CLU, ChFC1991 Chris V. Bush, CLU* Jacob A. Shawan, CLU* Frances M. Shawan, CLU M. Richard Weatherbee, CLU, ChFC1990 Frederick Exeline, CLU* Don R. Gepfert, CLU, ChFC J. Harry Wood, CLU1989 Evelyn Rupe Hoyer, CLU* Ralph Hoyer, CLU* Arthur E. Shepard, CLU1988 I. David Cohen, CLU, ChFC Hugh M. Hadley, CLU, ChFC* Gilbert Moody, CLU*1987 George McCloy, CLU1986 Dennis E. Clark, CLU*1985 Ben F. Hadley, Jr., CLU, ChFC1984 Ralph E. Waldo, CLU*1983 Herman O. Tice, CLU*1982 Burton C. Holmes, CLU*1981 Joseph M. Berwanger, CLU, ChFC1980 Ralph Antolino, CLU, ChFC1979 Sam A. Chickerella, CLU

Past Recipients:

7

PAST PRESIDENTSColumbus, Ohio Chapter

Formed: April 27, 1939

1939 - 1940 Charles W. Griffi th1940 - 1941 Ben F. Hadley1941 - 1942 Charles R. Garvin1942 - 1943 Oscar E. Carlin1943 - 1944 Isadore C. Benis1944 - 1945 Isadore C. Benis1945 - 1946 Ralph W. Hoyer1946 - 1947 David B. Westwater1947 - 1948 L.W. McDougall1948 - 1949 Edward P. Tice, Jr.1949 - 1950 William B. Hoyer1950 - 1951 Unknown1951 - 1952 Unknown1952 - 1953 Unknown1953 - 1954 Franklin T. Phillips1954 - 1955 Floyd L. Turner1955 - 1956 Fritz A. Lichtenberg, Jr.1956 - 1957 Winfi eld M. Polk1957 - 1958 Norman R. Sleight1958 - 1959 Herman O. Tice1959 - 1960 Arthur E. Shephard1960 - 1961 Gerald A.B. Woodley1961 - 1962 Fred A. Exline1962 - 1963 Duane D. Guerin1963 - 1964 William H. Emig1964 - 1965 Dennis E. Clark1965 - 1966 Lester E. Wolfe1966 - 1967 Burton C. Holmes1967 - 1968 John V. Johnson1968 - 1969 Harry J. Ryan 1969 - 1970 D. Fred Mull1970 - 1971 Edwin M. Erickson1971 - 1972 Stuart A. Benis1972 - 1973 Donald A. Sibbring1973 - 1974 Robert L. Rupp1974 - 1975 Jack W. Hassell1975 - 1976 Rudolph H. Sulken1976 - 1977 Ben F. Hadley, Jr.1977 - 1978 Joseph M. Berwanger1978 - 1979 J. Mark Foley1979 - 1980 George W. McCloy1980 - 1981 Jack W. Parren

1981 - 1982 Elizabeth B. DeVilling1982 - 1983 Nathan A. Goldberg1983 - 1984 Don R. Gepfert1984 - 1985 I. David Cohen1985 - 1986 J. Robert Hanlin1986 - 1987 D.G. Edgerton1987 - 1988 Larry Waller1988 - 1989 Bernard E. McCoy1989 - 1990 Gary D. Giller1990 - 1991 Thomas W. Curry1991 - 1992 Kristen J. Sydney1992 - 1993 William C. Shimp1993 - 1994 Ralph Antolino1994 - 1995 Larry Carlson1995 - 1996 Orv Lyons1996 - 1997 Terry L. Sanders1997 - 1998 Whitney T. Logan1998 - 1999 Edwin M. Shaffer1999 - 2000 David J. Walter2000 - 2001 Jon M. Green2001 - 2002 C. Paul Sutor2002 - 2003 John D. Poston2003 - 2004 Harry W. Archer2004 - 2005 Shawn Sentz2005 - 2006 John King-Beckles2006 - 2007 John King-Beckles2007 - 2008 Thomas J. Sigmund2008 - 2009 Kenneth M. McNutt2009 - 2010 Paul Pfeiffer2010 - 2012 Victoria A. McCoy2012 - 2013 Gary Vawter

Charter Members

K.N. FargoCharles R. GarvinIsadore C. BenisBen F. HadleyRalph W. HoyerEvelyn R. RupeOscar E. CarlinCharles W. Griffi th

GET INVOLVED – PROFESSIONAL STUDY GROUP

26

We currently have three PSG groups:

PSG Leaders/Coordinators:

Northwest: Walter Eckert, CPA,CVA & Ronald Mayer, CLU, ChFC, LUTCF WEckert@remk-cpa.com; ronald.mayer@lpl.com (614) 336-3992 ; (614) 505-6573

Meets the fourth Wednesday of designated months at Lower Level Conference Room Office Scape 1 500 West Wilson Bridge Road, Worthington, OH 43085 11:30 - 1pm

Downtown: Gary Vawter, CFP,MS, AEP gary@vawterfinancial.com (614) 451-1002

Meets the fourth Wednesday, September thru July at Tony's downtown at corner of Beck & High St., 16 W. Beck Street, 11:30 - 1pm

Dublin: Jill Spradlin, CPA & Shawn Sentz, CLU, ChFC jillspradlin@msn.com; ssentz@sentzfinancial.com (740) 852-8895; (614) 718-5348

Meets the 2nd Wednesday of the month Location: Nationwide Building, 5100 Rings Road Dublin, OH 43017 11:30 - 1pm

Join a Professional Study Group (PSG)!

One of the truly unique and valuable benefits of your SFSP membership is our member diversity. SFSP's Professional Study Groups (PSGs) are among the best ways to experience and benefit from this. As chair, I would like to personally invite you to become involved with one of our PSGs. These groups have representatives from several financial service profes-sions. They are a great opportunity to network and also to learn from other disciplines. Get Connected!

Rebecca L. White, C.F.P.®, PSG Chair Key Financial Services 425 Metro Place North, Suite 140 Dublin, OH 43017 Ph: 614-764-3645 rlwhite@key-financial.biz

6

CHAPTER MEETINGS & EVENTS

Please join us for:

• Networking with other professionals • Gaining valuable knowledge in a multi-disciplined environment • Earning CE credits: CPE, CLE, CFP, and Ohio Insurance CE

Monthly Meetings

Our Chapter meets the 2nd Thursday of every month from October through May. Our monthly meetings are held at:

Brookside Golf & Country Club2770 W. Dublin-Granville RoadColumbus, OH 43235

The monthly meeting agenda is:

7:45 am – Registration, Networking, Breakfast

8:20 am – Chapter Announcements

8:30 am – Presentation

9:30 am – Adjournment and Optional Networking

Annual Meeting

Our 2014 Chapter Annual Meeting is scheduled for Thursday, June 12 and will be held at Brookside Golf & Country Club. Please check our Chapter website for details and registration information.

Fall Symposium

Our Signature Chapter event is the Fall Symposium. Highly qualifi ed professionals provide informative and relevant presentations of interest to all fi nancial service professionals. It is a great opportunity to network with other professionals while gaining valuable knowledge and CE credits. Please check our Chapter website for details and registration information.

Need more information?

Check out our website at: www.fi nancialpro.org/columbus for more up-to-date information about all of our meetings and events. Details of each Individual Chapter meeting or event is normally posted at least 2 months in advance of the meeting/event.

www.magnum-press.com

(614) 847-5600

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BOARD OF DIRECTORSSociety of FSP | Columbus, Ohio Chapter | 2014-2015

PRESIDENTCheryl A. Evans, CLU, ChFC, CASL, LUTCFCentric Financial Group, LLCPhone: 614-824-6101cheryl.evans@centricfi nancialgroup.com

PRESIDENT ELECTWesley W. Mayer, CLU, ChFC, LUTCFExpert Insight, LLCPhone: 614-519-9774 wes@expertinsight.biz

VICE PRESIDENTTom D. Wyatt, JD, CFP, CLTCJacob, Haxton & Boord, LLCPhone: 614-888-1005 tom.wyatt@jhbllc.com

TREASURER Walter J. Eckert, CPA, CVA Russell, Eckert, Mealer & Kalb, CPA’s Inc.Valuation Analysts, LLCPhone: 614-336-3992WEckert@remk-cpa.com

SECRETARYMatt M. McKinnon, CPASchneider Downs & Co.Phone: 614-586-7119mmckinnon@schneiderdowns.com

IMMEDIATE PAST PRESIDENTGary Vawter, CFP, AEP, MS Vawter Financial, Ltd.Phone: 614-451-1002gary@vawterfi nancial.com

DIRECTORJon P. LaFramboise, CLUCentric Financial Group, LLC Phone: 614-824-6321jp.laframboise@centricfi nancialgroup.com

DIRECTORBill Rives, Ph.D., CLU, ChFC, RHUThe Ohio State UniversityBill Rives, Ph.D., CLU, ChFC, RHUThe Ohio State University

DIRECTORRebecca L. White, CFPKey Financial ServicesPhone: 614-764-3645rlwhite@key-fi nancial.biz

NATIONAL BOARD LIAISONThomas J. Sigmund, JDKegler, Brown Hill & RitterPhone: 614-462-5462tsigmund@keglerbrown.com

EXECUTIVE DIRECTORBecky Miller, PHRPO Box 1522Powell, Ohio 43065Phone: 614-715-1936Fax: 614-573-7866fsp@fspcolumbus.org

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The Columbus Ohio Chapter is among the most successful Chapters with the Society for Financial Services Professionals (FSP) organization. For more than 30 years, fi nancial professionals in Central Ohio have connected, collaborated and made new friends within the advisor community.

Nationally FSP has more than 15,000 members and is the pre-eminent multi-disciplined organization for professionals who practice under the broad category of wealth management. Local members include accountants, attorneys, fi nancial planners, insurance agents and other individuals that all have a credential in their respective areas of practice.

The value of membership in our Chapter is directly proportional to how active a person is within the Chapter. The return on investment can be among the best of any organization that promotes networking, knowledge building and serving the diverse needs of our clients. We are truly fortunate to have such a diverse and talented membership for the ongoing exchange of new ideas.

Together with the Board of Directors, which I consider among the best volunteer teams ever assembled, we encourage our fellow members, product and service providers in the Central Ohio area to support our Chapter for our mutual benefi ts.

PRESIDENT’S MESSAGE FOR 2014

Gary VawterCFP®, MS, ChFC®, AEP®

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All mutual funds are subject to risks, including possible loss of principal. Fixedincome investments are subject to interest rate, credit, and call risks. Foreigninvestments are subject to additional risks. Investors should carefully considerinvestment objectives, risks, charges, and expenses of Hartford Funds beforeinvesting. This and other information can be found in the prospectus and sum-mary prospectus, which can be obtained by calling 888-843-7824 or visitinghartfordfunds.com/perspective. Investors should read them carefully before investing.

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Think Independently. Invest Actively.

President’s Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Board of Directors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Committee Chairs & Mission Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Value Proposition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Chapter Meetings & Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Past Presidents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Hall of Fame Award . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Golden Apple Award . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Membership Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Member Roster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-18

Member Listing by Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-22

Annual Chapter Sponsors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Get Involved – Committees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Get Involved – Chapter Sponsorship Opportunities . . . . . . . . . . . . . . . . . . . . . 25

Get Involved – Professional Study Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Advertising . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-32

TABLE OF CONTENTS

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2014 Columbus Chapter Directory