codewriters sfsp website programs for council chapters...

Society of Financial Service Professionals – Columbus Chapter �

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��Friends of the Chapter ....................................................... 2

Board of Directors ...................................................... 3 & 4

Past Presidents ................................................................4

Sam A. Chickerella Award ................................................ 5

Golden Apple Award .......................................................... 5

Members:

Regular Members ..................................................... 6

Associate Members ................................................ 37

Emeritus Members ................................................. 39

Important Phone Numbers ............................................... 41

Benefits to Members ....................................................... 41

Membership Update Form ............................................... 43

� Society of Financial Service Professionals – Columbus Chapter

��The Columbus Chapter of SFSP extends sin-cere thanks to the following companies whichdemonstrated their support for our educationaland professional efforts through their financialcontributions:

��Delaware InvestmentsMcCloy Financial Services, Inc.Nationwide Insurance CompanyNew York Life Insurance CompanyPrincipal Financial GroupState Farm Life Insurance CompaniesSteinhaus Financial Group

– An Affiliate of Lincoln Financial AdvisorsUNUM Provident Corp.

��APPS Paramedical ServicesBerwanger Overmyer AssociatesDavid Walter & Associates Agency, Inc.Group One SourceMotorists Life Insurance Company

��Archer, Flury & Company, Inc.Firstar BankGolden RuleKessler & Ballenger Company, L.P.A.Park National BankPortamedic Health Information Services


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PresidentJon M. Green, CLUNorthwestern Mutual Financial Network910 Eastwind DriveP.O. Box 898Westerville, OH 43086-0898614/882-4179 • Fax: 614/882-4196E-mail: [email protected]

President-Elect/NominatingCommitteeC. Paul Sutor, CLU, ChFCThe Principal Financial Group485 Metro Place S., Suite 160Dublin, OH 43017-5300614/792-6363 • Fax: 614/792-6404E-mail: sutor [email protected]

Secretary/TreasurerJohn D. Poston, CLU, ChFCThomas Fenner Woods Agency3010 Hayden RoadColumbus, OH 43235614/764-8999, ext. 31Fax: 614/889-8927E-mail: [email protected]

Immediate Past PresidentDavid J. Walter, CLU, ChFCDavid Walter & Associates Agency, Inc.3380 Tremont RoadColumbus, OH 43221-2112614/457-5522 • Fax: 614/457-5507E-mail: [email protected]

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Education Co-ChairHarry W. Archer, CLU, ChFC, RHUArcher, Flury & Company, Inc.3040 Riverside Drive, Suite 225Columbus, OH 43221-2550614/486-2322 • Fax: 614/486-6066E-mail: [email protected]

Education-Co-ChairDavid Weaver, CLUCapital Synergies Inc.8351 N. High Street, Suite 281Columbus, Ohio 43235614/847-9811, ext. 13Fax: 614/847-9767E-mail: [email protected]

Membership Co-ChairGary Gray, CLU, ChFC, CPCUNationwide MutualOne Nationwide Plaza 1-29-22Columbus, Ohio 43215-2220614/677-9438 • Fax: 614/249-6711E-Mail: [email protected]

Membership Co-Chair/Pace & Gold KeyG. Shawn Sentz, CLU, ChFCBerwanger, Overmyer & Associates2245 Northbank Dr.Columbus, Ohio 43220-5422614/457-7000 • Fax: 614/457-1507E-mail: [email protected]

Section ChairMike Turney, CLUBerwanger, Overmyer & Associates2245 Northbank Dr.Columbus, Ohio 43220-5422614/326-4875 • Fax: 614/457-1507E-mail: [email protected]

Student DevelopmentEdward L. White, CLU, LUTCFNorthwestern Mutual Financial Network580 South High Street, Suite 100P.O. Box 1150Columbus, OH 43216-1150614/857-4250 • Fax: 614/241-2774E-mail: [email protected]


��1939 ........................... Charles W. Griffith1939-40 ..................... Charles W. Griffith1940-41 .............................Ben F. Hadley1941-42 ...................... Charles R. Garvin1942-43 ......................... Oscar E. Carlin*1943-44 ....................... Isadore E. Benis*1944-45 ....................... Isadore E. Benis*1945-46 .......................... Ralph W. Hoyer1946-47 .................. David B. Westwater1947-48 .......................... L.W. McDougall1948-49 ..................... Edward P. Tice, Jr.1949-50 ......................... William B. Hoyer1950-51 .............................Gilbert Moody1951-52 ................................... Not Listed1952-53 ................................... Not Listed1953-54 ....................... Franklin T. Phillips1954-55 ........................... Floyd L Turner1955-56 ............. Fritz A. Lightenberg, Jr.1956-57 .......................... Winfield M. Polk1957-58 ...................... Norman R. Sleight1958-59 .......................... Herman O. Tice1959-60 ..................... Arthur E. Shepard1961-62 ........................... Fred A. Exline*1962-63 ........................ Duane D. Guerin1963-64 ...................................... Bill Emig1964-65 ......................... Dennis E. Clark*1965-66 .......................... Lester E. Wolfe1966-67 ....................... Burton C. Holmes1968-69 .............................Harry J. Ryan

1969-70 ................................ D. Fred Mull1970-71 ........................... Stuart E. Benis1971-72 ..................... Edwin M. Erickson1972-73 ...................... Donald A.Sibbring1973-74 ...........................Robert L. Rupp1974-75 ......................... Jack W. Hassell1976-77 ....................... Ben F. Hadley, Jr.1978-79 .............................. J. Mark Foley1979-80 .......................... George McCloy1980-81 ........................... Jack W. Parren1981-82 ................. Elizabeth B. DeVilling1982-83 ................... Nathan A. Goldberg1983-84 ...........................Don R. Gepfert1984-85 ............................ I. David Cohen1985-86 ......................... J. Robert Hanlin1986-87 ............................ D.G. Edgerton1987-88 ............................... Larry Waller1988-89 ..................... Bernard E. McCoy1989-90 ............................. Gary D. Giller1990-91 ....................... Thomas W. Curry1991-92 ...................... Kristen J. Sydney1992-93 ......................... William C. Shimp1993-94 ............................Ralph Antolino1994-95 ............................. Larry Carlson1995-96 ......................... Orville R. Lyons1996-97 ....................... Terry L. Sanders1997-98 ....................... Whitney T. Logan1998-99 ...................... Edwin M. Shaffer1999-00 ...........................David J. Walter

* Deceased

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Chapter LiaisonWilliam Shimp, CLUDick DeRoberts & Company1320 Dublin RoadColumbus, OH 43215-1093614/486-0203 • Fax: 614/486-0491E-mail: [email protected]

Ethical GuidanceOrv Lyons, CLU, ChFC, MSFS, FLMIMotorists Life Insurance Company471 E. Broad StreetColumbus, Ohio 43215-3842614/225-8266 • Fax: 614/225-8365E-mail: [email protected]

Long Range PlanningDavid Walter, CLU, ChFCDavid Walter & Associates Agency, Inc.3380 Tremont RoadColumbus, Ohio 43221614/457-5522 • Fax: 614/457-5507E-mail: [email protected]

CAIFA RepresentativeTony Shockley (Ex Officio)John Hancock Financial Services6500 Busch Blvd. Suite 105Columbus, OH 43229614/846-6000 • Fax: 614/846-6419E-mail: [email protected]


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�� Dr. John R. Ervin – 1993Milton A. Campbell, CLU, ChFC – 1994Gordon K. Rose, CLU, ChFCDr. John S. Bickley – 1997

1979 .................. Sam A. Chickerella, CLU1980 .............. Ralph Antolino, CLU, ChFC1981 .... Joseph M. Berwanger, CLU, ChFC1982 .................... Burton C. Holmes, CLU1983 ....................... Herman O. Tice, CLU1984 ........................ Ralph E. Waldo, CLU1985 .......... Ben F. Hadley, Jr., CLU, ChFC1986 ........................ Dennis E. Clark, CLU1987 .................. George W. McCloy, CLU1988 .............. I. David Cohen, CLU, ChFC

Hugh M. Hadley, CLU, ChFCGilbert Moody, CLU

1989 ................. Evelyn Rupe Hoyer, CLU Ralph Hoyer, CLU

Arthur E. Shepard, CLU1990 .................... Fredrick A. Exline, CLU

Don R. Gepfert, CLU, ChFC J. Harry Wood, CLU

1991 ......................... Chris V. Brush, CLU Jacob A. Shawan, CLU

Frances M. Shawan, CLUM. Richard Wetherbee, CLU, ChFC

1992 ................ Robert Comer, CLU, ChFCHoward L. Kimberly, Jr., CLU, ChFC

Ronald L. Kimberly, CLU, ChFCSaul Sokol, CLU, ChFC

1993 ................... John Fisher, CLU, CPCURobert H. Forker, CLU

Gary D. Giller, CLU1994 .................... Norman R. Sleight, CLU1995 ....................... William B. Hoyer, CLU1996 ............ J. Robert Hanlin, CLU, ChFC

Oscar E. Carlin, CLU1997 ...................... Larry V. Carlson, CLU

Larry Waller, CLU, ChFC1998 .......... Thomas W. Curry, CLU, ChFC

Michael S. Guy, CLU1999 ..... Nathan A. Goldberg, CLU, ChFC William C. Schimp, CLU2000 Orv Lyons, CLU,ChFC, MSFS, FLMI Robert M. Roach, CLU, ChFC

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* Deceased

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David L. Bickelhaupt, CLU, ChFC, CPCU, ARM – 1998Lorin Schoephoerster, CLU, ChFC, CPCU – 1999Patrick Doyle, CLU, CPCU, ARM, IIA – 2000


!�"#��$��Garneta L Aber, CLU, ChFCNationwide Financial Services707 Morning StWorthington, OH 43085-3772Ph: (614) 249-9632Fax: (614) 249-1323Email: [email protected]

Bethany E Akerman, CLU, RHUOhio Insurancy Guaranty Assoc.1840 Mackenzie DrColumbus, OH 43220-2980Ph: (614) 442-6601Fax: (614) 442-0004Email: [email protected]

James J Allen, ChFCNationwide Financial Services278 Brownsfell Dr.Columbus, OH 43235-7002Ph: (614) 846-1319Fax: (614) 791-0203Email: [email protected]

Kurt A Anderson, CFPLutheran Brotherhood301 Main Street Ste DZanesville, OH 43701-3456Ph: (740) 453-1987Fax: (740) 450-1987

Perry M Anderson, CLU, ChFCState FarmPO Box 3000Newark, OH 43058-3000Ph: (614) 349-5780

Jerry L Angeletti, CLUState Farm571 Country Club DrNewark, OH 43055-2102Ph: (614) 344-3311Fax: (614) 344-3313

Ralph Antolino Jr., CLU, ChFC, JDAntolino & Associates3240 Henderson Rd Ste AColumbus, OH 43220-2300Ph: (614) 486-7719Email: [email protected]

Ralph Antolino Sr., CLU, ChFCAntolino & Associates IncPO Box 20729Columbus, OH 43220-2300Ph: (614) 442-3355Fax: (614) 442-3371Email: [email protected]

Randall G Applegate, CLU, ChFC199 Webster Park AveColumbus, OH 43214Ph: (614) 267-9550Fax: (614) 267-9551

Harry W Archer, CLU, ChFC, RHUArcher Flury & Company Inc3040 Riverside Dr Ste 225Columbus, OH 43221-2550Ph: (614) 486-2322Fax: (614) 486-6066Email: [email protected]

Joe D Arganbright, CLUTabit Arganbright & Associates41 Croswell RdColumbus, OH 43214-3062Ph: (614) 263-2333Fax: (614) 263-0415Email: [email protected]

Robert R Arter, CLUNationwide Financial Services12694 Bentley Dr NWPickerington, OH 43147-8671Ph: (614) 249-9355


Marshall G Atwood, CLU, ChFC,RHU, CFPState Farm2104 Maple AveZanesville, OH 43701-2025Ph: (740) 454-8533Fax: (740) 454-3162Email:[email protected]

Colleen J Babcock, J McGuckin,CLU1750 Scottsdale AveColumbus, OH 43235-2538Ph: (614) 433-8340Fax: (614) 433-8316

Harold G Ball, CLU, ChFCP.O. Box 208Lowmansville, KY 41232Ph: (606)-297-2861Fax: (606)-297-2862

Larry F Ball, CLUNationwide Financial Services2685 Westmont BlvdColumbus, OH 43221Ph: (614) 249-3952Fax: (614) 249-9388Email: [email protected]

Jeffrey M Barber, CLU, CHFCNationwide Financial Services371 Delegate DrColumbus, OH 43235-1470Ph: (614) 677-6463Fax: (614) 885-6433Email: [email protected]

Ann S Barnes, CLUNationwide Financial ServicesOne Nationwide PlazaColumbus, OH 43215-2220Ph: (614) 249-8399

William J Barrett, CLU, ChFCProvident Life & Accident200 E Campus View Blvd Ste 250Columbus, OH 43235-6601Ph: (614) 430-5500Fax: (614) 888-2473

Robert W Basehore Jr., CLUNationwide Financial Services955 Greenridge RdColumbus, OH 43235-3417Ph: (614) 249-5220

Stephen J Bauer, ChFC327 Blenheim RdColumbus, OH 43214-3219Ph: (614) 823-6500Fax: (614) 823-6530

John W Baumer, ChFCNationwide4155 Hoffman Farms DrHilliard, OH 43026-7327Ph: (614) 249-6866Fax: (614) 249-9071

Richard B Beatty, CFP4900 Lytfield DrDublin, OH 43017Ph: (614) 766-0790

Bret G Beeton, CLUNationwide Financial Services4370 Oakbury CtHilliard, OH 43026-3412Ph: (614) 777-1758

Dianne Bell, CPAHausser & Taylor471 E Broad St Ste 1200Columbus, OH 43215-3806

Juliana L Belsito, CLUNationwide Financial Services1 Nationwide Plz 1-08-L8Columbus, OH 43215-2220Ph: (614) 249-7182

Ronald W Benedick, CLU, ChFCNationwide Financial Services2 Nationwide Plaza #3Columbus, OH 43215-2422Ph: (614) 249-5234Fax: (614) 249-1661

Mark W Beres, CLUNationwide Financial Services3455 Mill Run DrHilliard, OH 43026-9079Ph: (614) 777-3330


Brett W Berg, CLU, JDNationwide1 Nationwide PlazaMail Code 1-11-09Columbus, OH 43215Ph: (614) 677-7874Fax: (614) 677-1192Email: [email protected]

Joseph M Berwanger, CLU, ChFCBerwanger Overmyer Associates2245 Northbank DrColumbus, OH 43220-5422Ph: (614) 326-4732Fax: (614) 457-1507Email: [email protected]

John J Bishop, CLU, CPCUMotorists Insurance471 E Broad StColumbus, OH 43215-3842Ph: (614) 225-8446Fax: (614) 225-8486

Kathi J Bivens, RHUThe Forker Co - NW MUTUAL964 Grove RdZanesville, OH 43701-1337Ph: (740) 452-4596Fax: (740) 454-9584

Michael D Bleiweiss, CLU, ChFCNationwide Financial Services1 Nationwide PlzColumbus, OH 43215-2220Ph: (614) 249-7221

Thomas G Blower, CLU8 N Court StreetAthens, OH 45701-2450Ph: (740) 593-5573Fax: (740) 594-4782Email: [email protected]

Gary E Bobo, CLU, ChFC, CPASteinhaus Financial Group7650 Rivers Edge DrColumbus, OH 43235-1342Ph: (614) 888-6516Fax: (614) 431-4319

Norbert W Bonfield, CLU, ChFCState Farm1440 Granville RdNewark, OH 43055-1538Ph: (614) 349-5016

Linda S Bonini, CLUNationwide Financial Services5798 Rushwood DrDublin, OH 43017-8816Ph: (614) 249-0831Fax: (614) 677-1845Email: [email protected]

Lawrence F Boord, CLU, ChFC, JDWorthington Financial Services951 B High StWorthington, OH 43085-4099Ph: (614) 785-0054Fax: (614) 785-9511

Earl R Borders III, CLU, RHU, RFC,LUTCF, CRMSHoovler FinancialPO Box 106Reynoldsburg, OH 43068-0106Ph: (614) 864-2266Fax: (614) 864-2276Email: [email protected]

Cynthia A Bredbeck, CLUNationwide3844 Julia CtGahanna, OH 43230Ph: (614) 249-4952Fax: (641) 677-7966Email: [email protected]

James J Breeding, CLU, LUTCFUnited Commerical Travelers632 North Park StPO Box 159019Columbus, OH 43215-1627Ph: (614) 228-3276Fax: (614) 228-1898

Conrad G Brettin, CLUBerwanger Overmyer Associates2245 Northbank DrColumbus, OH 43220-5422Ph: (614) 457-7000Fax: (614) 457-1507

Society of Financial Service Professionals – Columbus Chapter

Martin L Bretz, CLURider & Assoc4094 Main StHilliard, OH 43026-1436Ph: (614) 876-7044Fax: (614) 876-0409

Richard A Brown, CLU5315 Silverthorne RdWesterville, OH 43081Ph: (614) 794-9191

John M Brush, CLUNorthwestern Mutual580 S High St-Ste 100Columbus, OH 43215Ph: (614) 221-5287Fax: (614) 221-0235

Robert A Buehler, CLUKPMG Peat Marwick385 Mulberry Way WWesterville, OH 43082-1096Ph: (614) 326-3884

Jack O Bull, CLUOhio State LifePO Box 876Marion, OH 43301-0876Ph: (740) 387-5440Fax: (740) 382-3317Email: [email protected]

Sheila J Burke, CLU, ChFCBurke Financial Services5265 Leydorf LnWesterville, OH 43081Ph: (614) 890-7607Fax: (614) 890-4304Email: [email protected]

Deborah A Butt, CLU, CHFCState Farm6850 Ragor DrNashport, OH 43830Ph: (740) 364-3819

Daniel S Bybee, CLU, CPCUState Farm Fire & Casualty1440 Granville RdNewark, OH 43055-1538Ph: (614) 364-5574Fax: (614) 364-5534

Christopher D Campbell, CLU, ChFCGolden Rule Insurance3654 Scioto Run BlvdHilliard, OH 43026Ph: (614) 921-8868Fax: (614) 921-8878Email: [email protected]

Fred M Campbell, EsqCampbell Hornbeck Chilcoat7650 Rivers Edge DrColumbus, OH 43235-1342Ph: (614) 846-2003

Philip D Capretta, CLU, ChFCNorthwestern Mutual6649 N High St #105Worthington, OH 43085-4004Ph: (614) 433-9103Fax: (614) 433-9105

Larry V Carlson, CLUNorthwestern Mutual6649 N. High Street, Suite 105Worthington, OH 43085Ph: (614) 433-9103Fax: (614) 433-9105Email: [email protected]

Sean C Cauvel, CHFCNationwide Insurance6085 Emerald PkwyDublin, OH 43016Ph: (614) 791-2174Fax: (614) 791-0203Email: [email protected]

Ruth E Chaffee, CLU, ChFCNationwide Financial ServicesOH-23-COLUColumbus, OH 43215-2423Ph: (614) 249-5942Fax: (614) 249-3550Email: [email protected]

Scott L Chaney, CLU4266 Tuller RdDublin, OH 43017-5027Ph: (614) 764-2942Fax: (614) 764-1455


Donald D Charlton, CLUState Farm1804 Carlyle CourtNewark, OH 43055-9700Ph: (740) 788-1082Fax: (740) 788-1040

Kristine M Charlton, CLU, CPCUState Farm Fire & Casualty1440 Granville RdNewark, OH 43093-0001Ph: (740) 364-5462Fax: (740) 364-5534

Sam A Chickerella Jr., CLU, ChFCSteinhaus Financial Group7650 Rivers Edge DrColumbus, OH 43235-1342Ph: (614) 854-1995Fax: (614) 431-4305Email: [email protected]

Maureen G Clark, CLUMaureen Clark & Associates159 N Liberty StDelaware, OH 43015-1642Ph: (740) 362-2180Fax: (740) 362-2180

William D Clark, CLUDick DeRoberts & Company1320 Dublin RdColumbus, OH 43215Ph: (614) 486-0203Fax: (614) 486-0491Email: [email protected]

Frank E Clegg III, JD, CLU, ChFC, CFP7100 Murfied Dr Ste 110Dublin, OH 43017-3807Ph: (614) 791-1599Fax: (614) 791-1586Email: [email protected]

Robert O Cline, CLU, ChFCNationwide Financial Services2 Nationwide PlazaColumbus, OH 43215-2220Ph: (614) 249-5790Fax: (614) 677-9546Email: [email protected]

Ronald R Cline, CLU, ChFCPearl & Associates LtdPO Box 21868Columbus, OH 43221-0868Ph: (614) 459-2163

Cathie E Cobe, CLU, ChFCNationwide Retirement Solutions2920 Hollyhead DrDublin, OH 43017-1765Ph: (614) 677-3720Fax: (614) 677-4146Email: [email protected]

Cheryl A Coffee, CLUC & R Insurance Agency2000 W Henderson Rd Ste 290Columbus, OH 43220-2497Ph: (614) 326-3448Fax: (614) 326-3449

Mark S Coffey, CLUCoffey Financial Planning600 S High St #201Columbus, OH 43215-5656Ph: (614) 228-5101Fax: (614) 228-5102Email: [email protected]

I. David Cohen, CLU, ChFCAmerican Express7760 Olentangy River RdWorthington, OH 43235Ph: (614) 848-4455Fax: (614) 846-1638

Charles H Collins, CLU, ChFCCollins Financial Services1429 King AveColumbus, OH 43212-2197Ph: (614) 486-6466Fax: (614) 486-0644

Richard S Combs Jr., CLU, ChFCCombs Insurance Services Inc933 High Street Ste 108Worthington, OH 43085-4046Ph: (614) 846-6962

Society of Financial Service Professionals – Columbus Chapter ��

Darci L Congrove, CPACiuni & Panichi37 W Broad StColumbus, OH 43215-4132Ph: (614) 241-2200

Mildred A Conley, CLU, ChFCNationwide Financial ServicesNationwide Plaza,1-29-02Columbus, OH 43215Ph: (614) 249-8935Fax: (614) 249-3345

David A Conner, ChFCNationwide Insurance3381 Sunnybrook CtColumbus, OH 43221-4706Ph: (614) 677-5486Fax: (614) 249-2739

Lawrence M Cooper, CLU, ChFC445 Hutchinson Ave Ste 995Columbus, OH 43235-8619Ph: (614) 847-7620Fax: (614) 847-7630Email: [email protected]

Donald B Copley Jr., RHUCentral Benefits Mutual Life865 Lynnhaven CourtColumbus, OH 43228-9285Ph: (614) 853-9536

Joseph T Corby, CLU, ChFCState Farm1440 Granville RdNewark, OH 43055-1538Ph: (740) 349-5600Fax: (740) 364-5714

Richard D Crabtree, CLUNationwide Financial ServicesOne Nationwide Plaza 1-37-05Columbus, OH 43215-2423Ph: (614) 249-4228Fax: (614) 677-1896

Michael L Crum, CLU, RHUMedical Benefits Admin Inc1975 Tamarack RdPO Box 1099Newark, OH 43055-1300Ph: (614) 522-8425

Thomas L Crumrine, CLU, RHUNationwide Financial Services4100 Longhill RdColumbus, OH 43220Ph: (614) 249-2177Fax: (614) 249-3880

Thomas L Crunkilton, CHFC, CPCUNationwide InsuranceOne Nationwide Plaza 3-15-06Columbus, OH 43216Ph: (614) 249-6442Fax: (614) 677-7655Email: [email protected]

Todd W Cullen, CLU, CEBSCBIZ,Employee Benefit Specialists655 Metro Pl S Ste 400Dublin, OH 43017-5348Ph: (614) 793-7770Fax: (614) 793-9797

Thomas E Cunningham, CLUFarmers Group Inc124 Ridge Side DrPowell, OH 43065-9687Fax: (614) 889-0752

Eschol Curl Jr., CLUState Farm Corp Hdqtrs D-11440 Granville RdNewark, OH 43055-1538Ph: (617) 349-5002

Thomas W Curry, CLU, ChFC200 W Jeffrey PlColumbus, OH 43214Ph: (614) 433-7288Fax: (614) 433-0683Email: [email protected]

George F Dalimonte, CLU, ChFCState Farm1440 Granvile RdNewark, OH 43055-1538Ph: (740) 364-5850Fax: (614) 364-3519

Charles K Daniel, CLUState Farm334 Agler RdGahanna, OH 43230-2546Ph: (614) 475-2118Fax: (614) 471-4366

�� Society of Financial Service Professionals – Columbus Chapter

Enroy S Davis, CLUNationwide InsuranceOne Nationwide PlazaColumbus, OH 43215Ph: (614) 834-0302

Stephen S Davis, CLUNational United Brokers2700 E Dublin Granville Rd Suite 390Columbus, OH 43231-4094Ph: (614) 890-7373Fax: (614) 890-0671Email: [email protected]

David C Deever, CLUState FarmPO Box 440Kenton, OH 43326-0440Ph: (419) 675-2123Fax: (419) 673-8112Email: dave,[email protected]

Cecelia R Denney, CLU, FLMI,ALHC, ACSThe Midland Insurance Co7473 Richardson RdGroveport, OH 43125-9406Ph: (614) 228-2001Fax: (800) 951-9251

Bruce A DeWoody, CPA, CLU, ChFC4679 Winterset DrColumbus, OH 43220Ph: (614) 459-7700Fax: (614) 459-8677Email: cpadewoody@aolcom

Mitsu Diley, CLU, ChFC, CPCUGreat Oaks Insurance Co4995 Bradenton Ave Ste 240Dublin, OH 43017-3521Ph: (614) 799-8000Fax: (614) 799-8001Email: [email protected]

John A Dodd Jr Jr., CLU, CHFCEasc/Dodd Brokerage6100 Channingway Blvd Ste 204Columbus, OH 43232-3204Ph: (614) 235-3272

Douglas L Dodson, CLUMotorists Ins Cos471 E Broad St Fl 10Columbus, OH 43215-3842Ph: (614) 225-8379Fax: (614) 225-8365

Ronald M Dolinger, CLU, ChFCMetropolitan Life20 North Woods BlvdColumbus, OH 43235-4715Ph: (614) 846-8700Fax: (614) 846-1102

Frank J Dosch, CLU, ChFCNorthwestern MutualPO Box 2040Zanesville, OH 43702-2040Ph: (740) 452-4597Fax: (740) 454-9584

Thomas G Downie, CLU, ChFCGrange InsurancePO Box 1218Columbus, OH 43216-1218Ph: (614) 445-2462Fax: (614) 445-2337

Bryan Drewry, CLU, ChFCCentral Mutual800 S. Washington StreetVan Wert, OH 45891Ph: (419) 238-1010E-mail: [email protected]

Marilyn S Drury, CLUState Farm1326 Bluejack LaneHeath, OH 43056-8225Ph: (614) 364-5046Fax: (303) 932-7701

Rodney K Dunn, CLU1003 Lake Harbour CourtWesterville, OH 43081Ph: (614) 891-9380

Kenneth F Dunnavant Jr., CLU, ChFCSmith Barney21 E State St 15th FlColumbus, OH 43215Ph: (614) 460-2700Fax: (614) 460-5569


Wayne A Durieux, CLUState Farm Life395 Mount Vernon RdNewark, OH 43055-5143Ph: (614) 345-9696Fax: (614) 345-0669Email: [email protected]

Kenneth S Dykman, ChFC, CFPAmerican Express Fincl Advsrs655 Metro Pl Ste 570Dublin, OH 43017Ph: (614) 717-7283Fax: (614) 761-4888Email: [email protected]

Ronald D Eberhard, CLUBusiness & Estate Plan SvcPO Box 4581533 White RdGrove City, OH 43123-0458Ph: (614) 871-0114Fax: (614) 871-1157Email: [email protected]

David G Edgerton, CLU, ChFCEdgerton Financial Company3479 Africa RdGalena, OH 43021-9578Ph: (614) 548-3000Fax: (614) 548-1260

Michael J Edwards, CLU, ChFC, MSFSNorthwestern Mutual580 South High St Ste-100Columbus, OH 43215-5644Ph: (614) 221-5287Email: [email protected]

Michael P Eischen, CLU, ChFCNelson Financial Group454 E Main St Ste 100Columbus, OH 43215-5380Ph: (614) 221-2211Fax: (614) 221-9011Email: [email protected]

John J Eldridge, CLUState Farm Insurance2146 Southgate PkwyCambridge, OH 43725-3082Ph: (513) 743-3818Fax: (513) 743-5591

Laurel E Elmore, ChFCNationwide Financial Services1 Nationwide Plaza 3-13-03Columbus, OH 43215-2220Ph: (614) 249-6064Fax: (614) 249-2804

William H Emig, CLUFederal Home Life85 E Gay StColumbus, OH 43215-3118Ph: (614) 221-4158

John A English, CLUNationwide Agency Relations1 Nationwide Plaza 1-30-05Columbus, OH 43215Ph: (614) 249-6096Fax: (614) 249-1642

Lawrence E Erickson, CLU, ChFC,MSMState Farm1440 Granville RdNewark, OH 43055-1538Ph: (740) 364-5285Fax: (740) 364-5618Email:lawrenceerickson.agom@statefarm

Jacqueline S Eringman, CHFCNationwide Financial1 Nationwide PlazaColumbus, OH 43216Ph: (614) 249-2951Fax: (614) 249-0899Email: [email protected]

George F Erwin, CLUNorthwestern Mutual4711 Burbank DrColumbus, OH 43220-2886Ph: (614) 221-3782

Paul G Evanoff, CLUColumbus Life Ins Co400 E 4th StCincinnati, OH 45202-3302Ph: (513) 361-6700Fax: (513) 361-6777


Cheryl A Evans, CLUColumbus Agency545 Metro Pl S S-175Dublin, OH 43017-1343Ph: (614) 792-1463Fax: (614) 792-3052

William L Evans, CLU, ChFCAmerican Express Financial Adv6258 Brooksong CircleBlacklick, OH 43004-9606Ph: (614) 621-2639Fax: (614) 621-2400Email: [email protected]

Julius M Falenski, CLU, ChFC1285 Haddon RdColumbus, OH 43209-2929Ph: (614) 237-4646

Samuel L Farb Sr., CLUSLF Insurance AgencyPO Box 20267Columbus, OH 43220-0267Ph: (614) 885-7323Fax: (614) 885-7761

Wayne F Farnsworth Jr., CLUWayne Farnsworth Fin Serv Inc51 N 3rd St Ste 101Newark, OH 43055-5539Ph: (740) 349-7171Fax: (740) 345-3650

John C Farrell, CLU, CHFCNationwide Financial ServicesPO Box 58103 N Union StDelaware, OH 43015-1709

D. Robert Ferris, CLU, ChFCFirst Planning Group77 E Wilson Bridge Rd Ste 200Worthington, OH 43085-2324Ph: (614) 431-8100Fax: (614) 431-8113Email: [email protected]

Kenneth L Fields, CLU, ChFC, MSMState Auto Insurance518 E Broad StColumbus, OH 43215-3901Ph: (614) 464-5011Fax: (614) 464-5019Email: [email protected]

David M Fietsam, CLUState Farm675 677 Hopewell DrHeath, OH 43056Ph: (740) 587-0611Fax: (740) 587-0616

E. Allen Finchum, CLU, ChFCCharles A Jacoby Agency3 Nationwide Plaza Ste 1200Columbus, OH 43215-2410Ph: (614) 249-3351Fax: (614) 249-4321

Karen S Fish, CLUState Farm Life1440 Granville RdNewark, OH 43055-1538Ph: (740) 364-3820Fax: (740) 364-5230

David H Fisher, CFP4471 Summitview RdDublin, OH 43016Ph: (614) 480-5928Fax: (614) 480-5118Email: [email protected]

Michael A Flack, CLUNationwide Financial Services1 Nationwide Plz # 21TColumbus, OH 43215-2220Ph: (614) 249-6231Fax: (614) 249-0207

Jack M Flury, RHU7076 Duffy StColumbus, OH 43235-2120Ph: (614) 888-8301


David E Foley, CLU, ChFCFoley Benefits Groups616 North Limestone StPO Box 1986Springfield, OH 45503-4161Ph: (937) 324-0092Fax: (937) 324-8144Email: [email protected]

Stephen H Forbus, CLU, CPCUNationwide Mutual Ins CoOne Nationwide Plaza (1-17-10)Columbus, OH 43215-2220Ph: (614) 249-6374Fax: (614) 249-0738Email: [email protected]

Michael J Ford Jr., CLU, ChFCFord Financial Corp7650 Rivers Edge Dr # 240Columbus, OH 43235-1342Ph: (614) 885-3190Fax: (614) 431-4305

Julea J Foster, CLUNationwide Financial Services8355 Benson RoadCarroll, OH 43112-9510Ph: (614) 249-5588

Dannie R Fouts, CLUHummel & Plum Life Ins Agency116 W Franklin StCircleville, OH 43113-1614Ph: (740) 477-3311Fax: (740) 477-3971Email: dan@hummel_plum.com

Larry E France, CLUFrance and Associates Inc5921 N High StWorthington, OH 43085-3957Ph: (614) 888-8124Fax: (614) 888-5344

Robert P Freed, CLU, ChFC,MSFS, RHU, REBCThe New England921 Chatham Ln Ste 300Columbus, OH 43221-2418Ph: (614) 457-6233Fax: (614) 457-8525Email: [email protected]

Craig R Freshour, CLUNationwide Financial Services1 Nationwide Plz # 1-21-01Columbus, OH 43215-2220Ph: (614) 249-2813Fax: (614) 249-7705

Paul M Friedman, CLU, ChFCNationwide Financial Services5528 Birchland CtColumbus, OH 43231Ph: (614) 891-8728Fax: (614) 249-0207

Gerald G Frost, CLU7666 Briarmeadow LnColumbus, OH 43235-1619Ph: (614) 846-8392Fax: (614) 431-0426

E. Ray Fulmer, CLU, ChFCFulmer Insurance Service733 McIntire AveZanesville, OH 43701-3344Ph: (740) 455-2412Fax: (740) 455-6422

Frank A Gartland, CLUOhio Insurance Guaranty Assoc1840 Mackenzie DrColumbus, OH 43220-2980Ph: (614) 442-6601

Joseph J Gasper, CLUNationwide Financial Services1 Nationwide Plz Ste 36tColumbus, OH 43215-2220Ph: (614) 249-8153Fax: (614) 677-1732

Don R Gepfert, CLU, ChFCGepfert-Wood-Meier3518 Riverside Dr Ste 207Columbus, OH 43221-1735Ph: (614) 457-1667Fax: (614) 457-8801

J. David Gilchrist, CLUAllstate3040 Riverside Rd #200Columbus, OH 43221Ph: (614) 764-4933


Gary D Giller, CLUSteinhaus Financial7650 Rivers Edge Dr # 250Columbus, OH 43235-1360Ph: (614) 431-4305

George A Gillig, CLUSecurity Life of Denver1944 W 5th AveColumbus, OH 43212-1901Ph: (614) 488-1618Fax: (614) 481-8038

Jeffrey T Gillson, CLUNew York Life Columbus Gen Ofc485 Metro Place SouthColumbus, OH 43017Ph: (614) 793-2121Fax: (614) 793-2137

Brent C Gilmore, CLUWoodmen Accident & Life3109 Hyde Park CtHilliard, OH 43026-8852Ph: (614) 784-9974

David A Glick, CLU, ChFCNationwide Financial Services611 Dark Star AveGahanna, OH 43230-3819Ph: (614) 855-0223

Nathan A Goldberg, CLU, ChFCGoldberg Financial Services850 S 3rd StColumbus, OH 43206-2006Ph: (614) 443-1010Fax: (614) 443-1225Email: [email protected]

Robert B Goldenberg, CLU, ChFC212 N Merkle RdColumbus, OH 43209-1554Ph: (614) 239-6778

John C Gorman, CLUState Farm-Life/Health1440 Granville RoadNewark, OH 43055Ph: (740) 364-5715Fax: (740) 364-5714

Bradley T Graham, CLU, ChFCNationwide Financial Services1343 Hideaway Woods Dr Apt BWesterville, OH 43081Ph: (614) 794-9131Fax: (614) 249-0690

Troy A Graham, CLUState Farm Insurance Co’s1440 Granville RdNewark, OH 43055-1538Ph: (740) 364-5774Fax: (740) 364-5912Email:[email protected]

Gary L Gray, CLU, ChFC, CPCUNationwide MutualOne Nationwide Plaza 01-29-22Columbus, OH 43215-2220Ph: (614) 677-9438Fax: (614) 249-6711Email: [email protected]

Teresa D Grear, CLUNationwide Financial ServicesOne Nationwide PlazaColumbus, OH 43215-2220Ph: (614) 249-4257

Jon M Green, CLUNorthwestern Mutual Financial Network910 Eastwind DriveP.O. Box 898Westerville, OH 43086-0898Ph: (614) 882-4179Fax: (614) 882-4196Email: [email protected]

Herbert D Greff, CLUGreff Herbert D3040 Riverside Dr S-228Columbus, OH 43221Ph: (614) 487-1080Fax: (614) 487-3610Email: [email protected]

Elayne J Gunder, CLUPaine-Webber5413 Reserve DrDublin, OH 43017-8212Ph: (614) 460-6563Fax: (614) 460-6575


Leslie S Gutter, CLU, ChFC770 Windward LnGahanna, OH 43230-6845Ph: (614) 939-1701Fax: (614) 249-3223Email: [email protected]

Michael S Guy, CLUMichael Guy & Associates1156 Dublin Rd Ste 104Columbus, OH 43215-1038Ph: (614) 485-0410Fax: (614) 485-0414

George R Haag, CLU, ChFCJim Barton & Assoc IncPO Box 476Granville, OH 43023-0476Ph: (614) 587-1105Fax: (614) 587-4134

Gladys L Haddock, CLU, ChFCPO Box 444Brice, OH 43109-0444Ph: (614) 833-2372

Jerome B Haddox, CLU, Esq3744 Romnay RdColumbus, OH 43220-4878Ph: (614) 469-3939Fax: (614) 326-6060Email: [email protected]

Ben F Hadley Jr., CLU, ChFCFirst Ohio Planning1429 King Ave.Columbus, OH 43212-2197Ph: (614) 486-0691 #4Fax: (614) 486-0694Email: [email protected]

Hugh M Hadley, CLU, ChFCAcordia580 N Fourth St Ste 400Columbus, OH 43215-2153Ph: (614) 324-2821Fax: (614) 228-5506

Mark G Hager, CLU, ChFCSteinhaus Financial Group7650 Rivers Edge DrColumbus, OH 43235-1342Ph: (614) 431-4337Fax: (614) 431-4305Email: internet:[email protected]

Charles J Halm, CLUCharles J. Halm Ins. AgencyPO Box 6165Chillicothe, OH 45601-6165Ph: (740) 775-2886Fax: (425) 795-6095Email: [email protected]

Lee Hamilton, CLU, CHFCModern Woodmen Of America334 State Route 772Bainbridge, OH 45612-9021Ph: (740) 626-2090Fax: (740) 626-2290

John P Hanley, CLU, ChFCFarmers New World Life2500 Farmers DrColumbus, OH 43235-5706Ph: (614) 766-7500

Harold D Hannahs, CLU1467 Mariner DrReynoldsburg, OH 43068-2527Ph: (614) 866-5755

Michelle Harrison, RHUAmerican United Life Ins Co2600 Corporate Exchange Dr.,Ste 112Columbus, OH 43231-1663Ph: (614) 890-5899Fax: (614) 890-5898

William D Harrison, CLUGeneral Ins Consultants Agency5989 Dublin RdDelaware, OH 43015Ph: (614) 326-1570Fax: (614) 326-1578Email: [email protected]


James A Hartman II, CLU, ChFCLincoln Financial Advisors275 Bear Woods DrivePowell, OH 43065Ph: (614) 854-6646Fax: (614) 431-4339Email: [email protected]

Mark W Havanec, ChFC, CLUState Street Advisers4959 Whistlewood LnWesterville, OH 43081-4438Ph: (614) 895-2584Fax: (614) 898-3185Email: [email protected]

Larry B Hawkins, CLU, LUTCFUnited InsurancePO Box 83506Columbus, OH 43203-0506Ph: (614) 294-2913

Joseph A Heiberger, CLU4849 Woodhaven DrGalena, OH 43021-9607Ph: (614) 249-8174Fax: (614) 249-9614Email: [email protected]

Francis G Heil, CLU, ChFCNorthwestern Mutual Life580 S High St # 100Columbus, OH 43215-5644Ph: (614) 221-5287Fax: (614) 221-0235

Bruce Heine, Esq5880 Sawmill Rd S-200Dublin, OH 43017-1592

Robert S Hendrix, JD, CLU, ChFC485 Metro Place SouthPO Box 1408Dublin, OH 43017-5332Ph: (614) 791-2622Fax: (614) 791-2621Email: [email protected]

Shelley L Herron, ChFCNationwide Financial Services225 Clinton Heights AveColumbus, OH 43202-1247Ph: (614) 249-5087Fax: (614) 677-2620Email: [email protected]

Robert D Herum, CLU, ChFC, RHU, REBC, BOA2245 Northbank DriveColumbus, OH 43220Ph: (614) 457-7000Fax: (614) 457-1507Email: [email protected]

Dennis J Hesselgesser, CLU, ChFCThe Hesselgesser Company638 Granville RdNewark, OH 43055-2821Ph: (740) 344-3888Email: [email protected]

Sandra B Heusinkveld, CLUSagemark Consulting445 Hutchinson Ave Ste 995Columbus, OH 43235-8619Ph: (614) 847-7620Fax: (614) 847-7630Email: [email protected]

Wendall Heximer, CPA1630 Northwest Prof Plz #101Columbus, OH 43220

Terry L Hill, CLUMONY Life Insurance Company565 Metro Pl S #400Dublin, OH 43017-1343Ph: (614) 792-6669Fax: (614) 792-8212

John M Hiltner, ChFC2231 Ashbury CLosePowell, OH 43065-8605Ph: (614) 885-2997Fax: (614) 885-4337Email: [email protected]


Mark R Hiltz, CLUNationwide Financial Services267 Oakham CtPowell, OH 43065-8903Ph: (614) 249-6886Email: [email protected]

Robert G Homstead, CLU, ChFCNationwide Financial Services4471 Masters DriveColumbus, OH 43220-4284Ph: (614) 249-1226Fax: (614) 249-9721Email: [email protected]

Donald W Hoovler, CLU, ChFCThe Mutual GroupPO Box 106Reynoldsburg, OH 43068-0106Ph: (614) 864-2266Fax: (614) 864-2276

Sandra G Horvath, CLUJohn Hancock Fin’l Serv6500 Busch Blvd # 105Columbus, OH 43229-9924Ph: (614) 846-6000

Thomas F Houle, CLU, ChFCNationwide Financial Services3405 Stonevista LaneColumbus, OH 43221-4942Ph: (614) 777-8523Fax: (614) 249-9222

Paul D Huey, CLUPenn Mutual3857 Roswell DrColumbus, OH 43227-3353Ph: (614) 235-6135

Gary L Hunter, CLU, RHUBerwanger Overmayer2245 Northbank DrColumbus, OH 43220-5422Ph: (614) 326-4808Fax: (614) 457-1507

Ahmed Hussnain, CLU, ChFCThe Equitable2691 Farmers DrColumbus, OH 43235-2767Ph: (614) 799-2400Fax: (614) 798-0301

Debra K Ice, CLU, FLMI, ALHC, HIAState Farm1440 Granville RdNewark, OH 43055-1538Ph: (740) 364-4210Fax: (740) 364-4241

Kent E Irwin, CLU, ChFCNationwide Financial Services1 Nationwide Plaza 1-11-09Columbus, OH 43215Ph: (614) 249-0628Fax: (614) 677-1192Email: [email protected]

Charles Jacoby, CLUNationwide Financial ServicesOne Nationwide Plz Ste 110Columbus, OH 43215-2220Ph: (614) 249-2141Fax: (614) 249-4321

Charles M Jarrett, CHFCMerrill Lynch Insurance Group5585 Corey Swirl DrDublin, OH 43017-3057Ph: (614)792-1447

John M Jaye, CLUMONY Life Insurance Company555 Metro Pl N Ste 600Dublin, OH 43017-3397Ph: (614) 792-6669

Patrick M Jeffries, CLUState Farm1440 Granville RdNewark, OH 43055-1538Ph: (614) 349-5800Fax: (614) 364-3231

Olin R Johanssen, CLU, ChFCThe Kimberly Younker Fin Group7275 Sawmill Rd Ste #102Dublin, OH 43016-9021Ph: (614) 889-8082Fax: (614) 889-2383Email: [email protected]


Dennis C Johnson, RHU, REBCAmeritas Life Insurance Corp6797 N High St, Suite 216Worthington, OH 43085-2533Ph: (614) 846-0944Fax: (740) 946-4608

Sharyn K Johnson, REBCBenefit Options4998 W Broad St., Suite 12Columbus, OH 43228-1647Ph: (614) 890-3511Fax: (614) 890-8232

Raymond R Jones, ChFC7760 Olentangy River Rd #100Worthington, OH 43235Ph: (614) 848-4455Fax: (614) 846-1638

Richard F Jones, CLUPM Financial Group6797 N High St #210Worthington, OH 43085-2533Ph: (614) 847-0030Fax: (614) 847-1011

Paul A Jordan, CLUState Farm1440 Granville RdNewark, OH 43055-1538Ph: (740) 364-5603Fax: (740) 364-5230Email: [email protected]

Mark D Kaczmarek, CLU, ChFCCIGNA3810 Stonesthrow LnHilliard, OH 43026-5711Ph: (614) 529-8889Fax: (614) 799-0004

H. Gregg Kearns, CLUNorthwestern Mutual580 S High St Ste 100Columbus, OH 43215-5644Ph: (614) 221-5287

James M Keipper, CLUOhio State Life Ins Co3855 Braidwood DrHilliard, OH 43026-2414Ph: (614) 798-5071Fax: (614) 764-4000

William T Keller Jr., CLUGovt Personnel Mutual1321 Yorkland RdColumbus, OH 43232Ph: (614) 866-1303Fax: (614) 866-1309

Tricia A Kelley, CLUState Farm1440 Granville RdNewark, OH 43055Ph: (740) 3644111Email: [email protected]

Laurie D Kelly, CLUNationwide Financial Services2960 Pinkerton RdPO Box 1866Zanesville, OH 43701-8585Ph: (740) 454-1258Fax: (740) 454-4898

William A Kennard, CLUState Farm1440 Granville RdNewark, OH 43055-1538Ph: (614) 349-5240

Charles A Kerwood III, ChFCWaller Financial Planning Inc941 Chatham Lane Ste 212Columbus, OH 43221-2416Ph: (614) 457-7026Fax: (614) 457-0911Email: [email protected]

Robert P Ketchum, CLU, ChFCNationwide Financial Services12338 Woodsfield PlPickerington, OH 43147-9749Ph: (614) 755-9328

Fouzia S Kiani, CLU, ChFCNationwide Financial Services3 Nationwide Plaza 30802Columbus, OH 43215-2410Ph: (614) 249-3043

Howard L Kimberly, Jr., CLU, ChFCKimberly Younker Financial9980 Brewster Lane S-150Powell, OH 43065-7571Ph: (614) 889-8082Fax: (614) 889-2383


Ronald L Kimberly, CLU, ChFC7035 Riverside DrPowell, OH 43065Ph: (614) 889-8082Fax: (614) 889-2383

John B King, CLUNationwide Financial Services1 Nationwide Blvd Plz 1 Fl 5Columbus, OH 43215-2220Ph: (614) 249-7107Fax: (614) 249-8348Email: [email protected]

Kelley A King, CLU, ChFCBardos, King & Weyl700 Ackerman Rd Ste 540Columbus, OH 43202-1559Ph: (614) 784-6000Fax: (614) 784-6010Email: [email protected]

Frederick Kinsler, CLUCoreSource Inc229 Huber Village BlvdWesterville, OH 43081-3313

Mike L Kirk, CLUNationwide InsuranceOne Nationwide PlazaColumbus, OH 43215Ph: (614) 677-7766Fax: (614) 249-3345Email: [email protected]

John G Knapke, CLUNationwide Financial Services8461 Nuthatch WayColumbus, OH 43235-4681Ph: (614) 249-5641Fax: (614) 677-3210Email: [email protected]

Brian D Knueppel, CLUNationwide Financial Services1 Nationwide PlzColumbus, OH 43215-2220Ph: (614) 249-9481Fax: (614) 249-1111

Ralph Krasik, CPACummins Krasik & Hohl37 W Broad StColumbus, OH 43215-4132

Diane L Kristoff, CLUGoldberg Financial13345 Wanda Dr NWPataskala, OH 43062Ph: (614) 457-7026Fax: (614) 457-0911Email: [email protected]

Diana L Kuninger, CLUState Farm1440 Granville RdNEWARK, OH 43055-1538Ph: (740)364-5626Fax: (740)364-5230

Ken Lam, CLUState Farm1440 Granville RdNewark, OH 43055-1538Ph: (614) 349-5500

Carol A Lamone, CLU, ChFCNationwide Financial Services1 Nationwide Plaza 1-28-6Columbus, OH 43215-2220Ph: (614) 249-9611Fax: (614) 249-3493

Bruce C LaVigne, CLU, ChFC, CFPNationwide Financial ServicesOne Nationwide Plaza 1-12-05Columbus, OH 43215Ph: (614) 677-6596Fax: (614) 677-4426Email: [email protected]

David Leach, CLU, ChFC, CPCU, FLMIState Farm178 W SchrockColumbus, OH 43086Ph: (614) 898-8067Fax: (614) 898-8045

Allan W Lepley, CLU, ChFCNorthwestern Mutual580 S High St Ste 100Columbus, OH 43215-5644Ph: (614) 221-5287

Christophe A Lesch, CLUState Farm1213 Howell CtNewark, OH 43055-1661Ph: (614) 364-5487


Russell A Line, CLUOhio Department of Insurance2100 Stella CourtColumbus, OH 43215-1067Ph: (614) 728-1253Fax: (614) 644-3741

Earl E Linhart, CLUBenchmark Ins AgencyPO Box 2700Westerville, OH 43086-2700Ph: (614) 891-7791Fax: (614) 891-5801

Whitney T Logan, CLU, ChFC, CFPRaymond James Financial Services Inc.6233 Riverside Dr 1NDubin, OH 43017Ph: (614) 789-0214Fax: (614) 789-9101Email: [email protected]

Larry J Lorence, CLU, ChFCState Farm2269 Cherry Valley RdNewark, OH 43055-9303Ph: (614) 788-1078Fax: (216) 886-7870Email: [email protected]

Roger A Lossing, CLU, ChFC, JDBank One54 Pinehurst DrGranville, OH 43023-9339Ph: (614) 213-0935Fax: (614) 213-4109

Orville R Lyons, CLU, ChFC,MSFS, FLMIMotorists Life Insurance Company471 E Broad StreetColumbus, OH 43215-3842Ph: (614) 225-8266Fax: (614) 225-8365Email: [email protected]

Lowell T MacKenzie, CLUMONY Life Ins Co.565 Metro Pl S #475Dublin, OH 43017-1343Ph: (614) 792-6669Fax: (614) 792-8212Email: [email protected]

Malcolm B MacLean, CLU, ChFCThe MacLean Group1009 W CentralDelaware, OH 43015-1481Ph: (740) 368-8888Fax: (740) 369-2926

Patrick W Maloney, CLU, CHFCAmerican Family Life Ins Co5632 Fawnbrook LaneDublin, OH 43017-8252Ph: (614) 764-2102

Paul D Margraff, FLMI, CLU, ChFCNationwide Financial Services4536 Village Park DriveColumbus, OH 43228-6443Ph: (614) 351-8891

G. Gregory Marquis, CLUShawan Marquis Agency425 Metro Pl N Ste 680Dublin, OH 43017-5327Ph: (614) 889-0250Fax: (614) 889-6129Email: [email protected]

Ronald F Mayer, CLUThe Mayer Co140 Dorchester Sq Ste BWesterville, OH 43081Ph: (614) 901-8004Fax: (614) 847-1690Email: [email protected]

Wesley W Mayer, CLU, ChFC7066 Shetland StColumbus, OH 43235-5143Ph: (614) 430-0800Fax: (614) 430-1767Email: [email protected]

Thomas J Maynard, CLUArcher Flury @ Company Inc1659 Sandhurst RdColumbus, OH 43229-2642Ph: (614) 891-9197Fax: (614) 891-9197


Lisa L Mayo, CLUNationwide Insurance3232 Colony Hill LnColumbus, OH 43204-2102Ph: (614) 249-8080Fax: (614) 677-8111Email: [email protected]

Hubert T Mc Donald, ChFCNationwide Financial Services495 Highgate AveWorthington, OH 43085-3016Ph: (614) 451-5030Fax: (614) 451-5032

Brent J McClean, CLUNationwide InsuranceOne Nationwide Plaza MC01-01Columbus, OH 43215-2220Ph: (614) 249-8755Email: [email protected]

Gary L McClish, CLUInsurance Agencies of Ohio7100 North High St Ste 300Worthington, OH 43085-2316Ph: (614) 848-3000Fax: (614) 848-7698

George W McCloy, CLU, ChFCMcCloy Financial Services921 Chatham Ln Ste 300Columbus, OH 43221-2418Ph: (614) 457-6233Fax: (614) 442-4699

Alfred W McCormick, CLUMcCormick & Reinmuth Ins AgcyPO Box 660Worthington, OH 43085-0660Ph: (614) 888-4540Fax: (614) 888-2739

Bernard E McCoy, CLU, ChFC, RHUBenmark Midwest3518 Riverside Dr Ste 200Columbus, OH 43221-1735Ph: (614) 224-4140Fax: (614) 228-2136Email: [email protected]

Jill N McDaniel, ChFC, CLUState Farm1440 Granville RdNewark, OH 43093-0001Ph: (740) 364-5710Fax: (740) 364-3519Email: [email protected]

Dimon R McFerson, CLUNationwide Financial Services1 Nationwide PlazaColumbus, OH 43215-2423Ph: (614) 249-4623Fax: (614) 249-9771

John A McGohan, CLU, ChFCAllstate Life Ins Co334 Glen Meadow CtDublin, OH 43017-1310Ph: (614) 798-8289

Barbara L McGonagle, CLU, ChFC5262 Morning Sun RdOxford, OH 45056-8918Ph: (513) 528-1928Fax: (513) 523-1856Email: [email protected]

Sarah A McIntosh, CLUCNA Insurance Companies614 Deanna Stroll RdHeath, OH 43056-9705Ph: (704) 544-0764

Arthur L McKinley, CPA, CLU, ChFCOhio State Life Ins Co9718 Wagonwood Drive NWPickerington, OH 43147-9559Ph: (614) 764-4089Fax: (614) 764-1879

Steven D Meier, CLU, ChFC,MSFS, AEPCardinal Financial Advisers3518 Riverside Dr Ste 207Columbus, OH 43221-1735Ph: (614) 457-3450Fax: (614) 457-8801Email: [email protected]


Holly A Melcher, CLUState Farm1440 E Granville RdNewark, OH 43055-1538Ph: (740) 364-5249Fax: (740) 364-5912

James A Merhar, CLUNationwide Financial ServicesOne Naitonwide Plaza 1-25-10Columbus, OH 43215-2220Ph: (614) 677-5383Fax: (614) 677-4003

Mary A Metersky, CLU, RHUBerwanger Overmyer Insurance119 Crestview RdColumbus, OH 43202-2203Ph: (614) 326-4785Fax: (614) 457-1507

Andrew L Michel, CLU, ChFCAndrew Michel & Associates7650 Rivers Edge DrColumbus, OH 43235-1336Ph: (614) 885-2853Fax: (614) 431-2090Email: [email protected]

Donald R Miller, CLU, ChFCNationwide Financial Services1 Nationwide Plz (OH 23 COLU)Columbus, OH 43215-2220Ph: (614) 249-0079Fax: (614) 249-3041Email: [email protected]

Adam W Minton, CLUThe Best Insurance AgencyPO Box 106Reynoldsburg, OH 43068-0106Ph: (614) 864-2266Fax: (614) 864-2276Email: [email protected]

Edward L Mobley, CLUAetna Investment Services Inc8101 N High St Ste 350Columbus, OH 43235-1442Ph: (614) 431-5045Fax: (614) 431-5080

James J Moerman, CLU, ChFC,CPCUState Farm1440 Granville RdNewark, OH 43055-1538Ph: (740) 364-5650Fax: (740) 364-5411

S. Stephen Montgomery Jr., CLU,ChFCAmerican Fidelity Assurance Co6782 Fox Run DrWesterville, OH 43082-8694Ph: (614) 890-0498Fax: (614) 882-7010

Daniel L Moore, CLU, ChFCThe Columbus Life Ins Co735 S Cassingham RdColumbus, OH 43209-2405Ph: (614) 677-2436Fax: (614) 677-3210

Robert K Moore, CLUNationwide Financial ServicesOne Nationwide Pl 3-21-02Columbus, OH 43215-2220Ph: (614) 249-0210Fax: (614) 249-9018Email: [email protected]

Russell M Morgan, CLUMorgan & Assoc1156 Dublin Rd Ste 104Columbus, OH 43215-1038Ph: (614) 687-6865

Patrick R Morton, CLU, ChFCMorton Learning Center LLC6827 N High St Ste 10Worthington, OH 43085Ph: (614) 885-2800Fax: (614) 885-2828

Catherine M Moseley, CLU, ChFCNationwide1 Nationwide Plaza 1-31-07Columbus, OH 43215-2220Ph: (614) 249-8050Fax: (614) 249-9071Email: [email protected]


Jansen A Moser, CLU, ChFC, FLMINationwide Financial ServicesPO Box 182234Columbus, OH 43218-2234Ph: (614) 249-0674Fax: (617) 249-9525

Steven G Murlin, CLUSmith Barney Inc655 Metro Place South 8th FlDublin, OH 43017-3380Ph: (614) 798-3222Fax: (614) 798-9304Email: [email protected]

Thomas K Murray, CLUState Farm3050 Delta Marine DrReynoldsburg, OH 43068-3986Ph: (614) 866-0441Fax: (614) 866-2169

Rodney L Myers, CLU, ChFCGuarantee Life Insurance2000 Polaris PkwyColumbus, OH 43240-2007Ph: (614) 848-6174Fax: (614) 848-6184

Vicki L Naegel, CLU, ChFCNationwide Financial Services618 Sycamore Mill DrGahanna, OH 43230-2262Ph: (614) 249-8562Fax: (614) 249-6835

Mary Jo Napoli, CLUColumbus Life5243 Wood Run BlvdColumbus, OH 43220-2363Ph: (614) 459-9671

Donna P Naroz, CLUNationwide Financial Services4359 Beechgrove DrGrove City, OH 43123-3503Ph: (614) 539-1532

John R Nave, CLUARM of Ohio3956 N Hampton DrPowell, OH 43065-8430Ph: (614) 764-7730Fax: (614) 764-7737Email: [email protected]

Donna K Nearhood, CLU, ChFC, JDNationwide Financial Services1 Nationwide Plz # 29-TColumbus, OH 43215-2423Ph: (614) 249-7655

Charles S Nelson, CLUNationwide Financial Services3 Nationwide Plaza # 3, Pl3-9-1Columbus, OH 43215-2410Ph: (614) 249-4444

James A Nicholakis, RHUAmerican Community Mutual Life2400 Corporate Exchange DrSuite 240Columbus, OH 43231-7605Ph: (614) 895-3721Fax: (614) 895-3725

Joseph C Nill, CLU, ChFCNorthwestern Mutual580 S High St Ste 100PO Box 1150Columbus, OH 43216-1150Ph: (614) 221-5287Fax: (614) 221-0235Email: [email protected]

David L O’Dell, CLU, ChFCNorthwestern MutualPO Box 30890Columbus, OH 43230-0890Ph: (614) 478-2727Fax: (614) 475-5268Email: [email protected]

John H Offenberg, CLU, ChFCOffenberg And Associates2390 E Main StColumbus, OH 43209-2478Ph: (614) 464-1177Fax: (614) 464-2222


J. Sherwood Olson, ChFC1147 Hempstead CtWesterville, OH 43081Ph: (614) 249-4443

Kenneth N Olson, CLU, ChFCThe Midland250 E BroadColumbus, OH 43215-3708Ph: (614) 228-2001Fax: (614) 228-3215Email: [email protected]

Scott J Page, CLU1470 Buckpoint LnWorthington, OH 43085-4701Ph: (614) 885-2773Fax: (614) 885-6003Email: [email protected]

Douglas J Papp, CLU, ChFCNationwide Financial ServicesPo Box 20693Columbus, OH 43220Ph: (614) 459-4983Fax: (614) 459-4984Email: [email protected]

William Parker Jr., CLUState Farm Insurance Co’s33 N Plaza BlvdChillicothe, OH 45601-1759Ph: (740) 775-2385Fax: (740) 772-1231

Don R Parkhill, CLU, JDWealth Preservation PlanningPO Box 1030555 Chestnut StCoshocton, OH 43812-5030Ph: (740) 622-1363Fax: (740) 622-6309Email: [email protected]

Jack W Parren, CLU, ChFCAgents Brokerage2935 Donnylane BlvdPO Box 20448Columbus, OH 43235-3228Ph: (614) 798-0990Fax: (614) 798-1022Email: [email protected]

Nancy L Perkins, CLU, ChFCProfessional Planning Consul6041 Sugar Maple DriveWesterville, OH 43082-8620Ph: (614) 891-0053Fax: (614) 891-7671Email: [email protected]

Timothy M Perrine, CLU, RHUBerwanger Overmyer Associates2245 Northbank DriveColumbus, OH 43220-5422Ph: (614) 326-4767Fax: (614) 457-1507

Dale E Peterson, CLU, ChFCDale Peterson & Associates Inc211 N Ohio AveP Box 378Sidney, OH 45365-0378Ph: (937) 492-2431

Michael J Phillips, CLU, ChFCAmerican Express Fin Adv503 South Front St Suite 260Columbus, OH 43215-5666Ph: (614) 621-2639Fax: (614) 621-2400

Clyde C Piatt, CLU, ChFCFarmers Group Inc119 N Vine StWesterville, OH 43081-1546Ph: (614) 272-7845

D. Lee Pickering, CLU, ChFCPM Financial Group6797 North High St Ste 210Worthington, OH 43085-2533Ph: (614) 847-0030Fax: (614) 847-1011Email: [email protected]

Drexel Poling, CPCU, CLUHummel & Plum Ins Agency Inc116 W Franklin StPO Box 677Circleville, OH 43113-1614Ph: (614) 477-3311Fax: (614) 477-3971Email: drexel_poling@hummel&plum,com


Henry F Pollner, CLUPollner and Associates5966 Litchfield RdColumbus, OH 43235-3367Ph: (614) 888-8011Fax: (615) 888-0968

John D Poston, CLU, ChFCThomas Fenner Woods Agency3010 Hayden RdColumbus, OH 43235-7243Ph: (614) 764-8999 ext. 31Fax: (614) 889-8927Email: [email protected]

Graham P Powers, ChFCAllstate740 Old Coach RdWesterville, OH 43081-1361Ph: (614) 798-5355Fax: (614) 798-5356

Russell L Powers, CLU, ChFC6148 Abbotsford DrDublin, OH 43017Ph: (614) 766-6000Fax: (614) 717-9451

Dennis G Purdy, CLU, ChFCNorm Fountain Insurance & Associates15 Middle StreetGalena, OH 43021Ph: (614) 799-3200Fax: (614) 764-9521Email: [email protected]

Kevin J Quinn, CLUThe Principal Financial Group485 Metro Place S #160Dublin, OH 43017-5300

Dean W Racine, CLU, ChFCNationwide Financial ServicesOne Nationwide Plaza 1-24-24Columbus, OH 43215-2220Ph: (614) 677-4295Fax: (614) 249-3428

Jo E Radant, CLU, ChFCState Farm Life Ins Co1440 Granville RdNewark, OH 43055-1538Ph: (740) 364-5979Fax: (740) 364-5230

Deborah A Raup, CLUBusiness Admin & ConsultPO Box 107Reynoldsburg, OH 43068-0107Ph: (614) 863-8780Fax: (614) 863-9137

Richard A Raup, CLUBusiness Admin & ConsultantsP.O. Box 107Reynoldsburg, OH 43068-0107Ph: (614) 863-8780Fax: (614) 863-9137

Timothy D Redman, CLU, JDAttorney at Law7101 Wichita CourtDublin, OH 43017-2603Ph: (614) 792-5128Fax: (614) 792-5128Email: [email protected]

Tom V Reed, CLU, ChFCTom V Reed & Associates7625 Lucas PkPlain City, OH 43064Ph: (614) 879-8622Fax: (614) 879-8620

Kathleen M Rees, CLUState Farm1440 Granville RdNewark, OH 43055-1538Ph: (740) 364-5405Fax: (740) 364-5011

John A Reese, ChFCNationwide Financial Services5074 Silver Bow DriveHilliard, OH 43026-9122Ph: (614) 777-8884

James C Reinmuth, CLUMcCormick & ReinmuthPO Box 660Worthington, OH 43085-0660Ph: (614) 888-2739

Sheryl L Rice, CLU, ChFCState Farm1440 Granville RdNewark, OH 43055-1538Ph: (740) 364-5652Fax: (740) 364-5411


Edna Ann Riecker, CLUNationwide Financial Services1000 Urlin Ave Apt 2023Columbus, OH 43212-3340Ph: (614) 249-2620

Kevin D Righter, CLU563 Melrose AveColumbus, OH 43202-1307Ph: (614) 549-5429

Thomas L Riley, CPCU, CLUState Farm1440 Granville RdNewark, OH 43055-1538Ph: (740) 364-5347Fax: (740) 364-3311

Tedd B Ritchie, CLUCincinnati LifePO Box 2576Zanesville, OH 43702-2804Ph: (704) 453-4924Fax: (740) 453-4924

Norfleet W Rives Jr., RHUFranklin University3630 Romnay RdColumbus, OH 43220-4835Ph: (614) 326-0613Fax: (614) 326-1438Email: [email protected]

Robert M Roach, CLU, ChFCNorthwestern Mutual580 South High St Ste 100Columbus, OH 43215-5644Ph: (614) 221-5287Fax: (614) 221-0235

Ketha R Robbins, CLU, ChFC7876 Palmer RdReynoldsburg, OH 43068Ph: (614) 863-0175Fax: (614) 863-0146Email: [email protected]

Ernest L Robertson, ChFC4677 Huntewicke DrHilliard, OH 43026Ph: (614) 889-1679

Douglas C Robinette, CLU, ChFCNationwide Financial ServicesThree Nationwide PlazaColumbus, OH 43216Ph: (715) 842-6257Fax: (715) 847-8534

Stephen M Roeder, CLUThe Equitable3065 Bembridge RdColumbus, OH 43221-2201Ph: (614) 486-2426Fax: (614) 486-6865

James A Rogers, RHUProvident Companies Inc2350 Lane RdColumbus, OH 43220-2960Ph: (614) 442-1700

John A Rohner, CLU, MSMNationwide Financial Services3183 Scenic WayGrove City, OH 43123-1823Ph: (614) 249-1142Fax: (614) 249-0006

James M Roncevich Jr., ChFC, CLUNationwide Financial ServicesOne Nationwide Plz 1-30-09Columbus, OH 43215-2220Ph: (614) 249-7917Fax: (614) 677-3075

Janet S Rood, ChFCNationwide Financial Services170 Monterey DrDublin, OH 43017-1329

Richard D Rorapaugh, CLU, ChFCInsurance Group One Agcy Inc2380 Haverford RdColumbus, OH 43220-4322Ph: (614) 451-8405Fax: (614) 451-3021Email: [email protected]

J. David Ross, CLU, ChFC743 Jaeger StreetColumbus, OH 43206Ph: (614) 444-5646Fax: (614) 444-3297Email: [email protected]


Bruce A Rothermund, CLUState Farm50 Northwoods BlvdColumbus, OH 43235-4717Ph: (614) 888-5830Fax: (614) 888-7102Email:[email protected]

Gregg L Rothermund, CLU, FLMIState Farm50 Northwoods BlvdColumbus, OH 43235-4717Ph: (614) 436-9015Email: statefarm.com

David L Rozanc, CLULiberty Mutual Insurance Co630 Morrison Rd Ste 130Gahanna, OH 43230-5318Ph: (614) 864-4100Fax: (614) 864-0376

John T Rucker III, CLUCapital Synergies, Inc.8351 N High St Ste 281Columbus, OH 43235-1440Ph: (614) 847-9811Email:[email protected]

Peggy M Ruhlin, CFP, CPABudros & Ruhlin Inc1650 Lake Shore Dr Ste 150Columbus, OH 43204-4942Ph: (614) 481-6900

Joseph M Russo, CLU, ChFCJackson Natl Life Ins445 Hutchinson Ave Ste 950Columbus, OH 43235-8620Ph: (800) 283-4769Fax: (614) 436-8614

Terry L Sanders, CFP, CLU, ChFCSagemark Consulting Inc445 Hutchinson Ave Ste 995Columbus, OH 43235-8619Ph: (614) 431-2344Fax: (614) 847-7630

James P Sarafin, CLUNew York Life1250 Chambers Rd Ste 220Columbus, OH 43212-1755Ph: (614) 488-8772Fax: (614) 488-8773

Larry D Sargent, CLUState FarmPO Box 331, 1670 Columbus RdGranville, OH 43023-0331Ph: (614) 587-4802Fax: (740) 587-4804

Clair W Schell, CLUState Farm405 S 30th StNewark, OH 43055Ph: (740) 522-1191Fax: (740) 522-2031

L. Raymond Scherer Jr., CLUMoney Concepts International2149 Glenmere RdColumbus, OH 43220-4712Ph: (614) 451-5634Fax: (614) 451-0431

Thomas A Scherer, CLU, ChFCNationwide Financial ServicesPO Box 1559Columbus, OH 43216-1559Ph: (614) 249-3053

Robert J Schumann, ChFCAAL1451 Harrison Pond DriveNorth Albany, OH 43054Ph: (614) 478-7287

Joel J Seckel, CHFCNationwideTwo Nationwide PlazaLoc # 2-13-02Columbus, OH 43215-2422Ph: (614) 249-1734Fax: (614) 249-3834Email: [email protected]


Michael J Sekara, CLU, ChFCJohn Hancock6500 Busch Blvd Ste 105Columbus, OH 43229-1738Ph: (614) 846-6000

G. Shawn Sentz, CLU, ChFCBerwanger Overmyer & Assoc.2245 Northbank DrColumbus, OH 43220-5422Ph: (614) 457-7000Fax: (614) 457-1507Email: [email protected]

Edwin M Shaffer, CLU, CFPLincoln Financial Advisors7650 Rivers Edge Dr Ste 280Columbus, OH 43235-1342Ph: (614) 888-8133Fax: (614) 431-4305

David F Shama, CLU, ChFCDF Shama & Assoc Inc3040 Riverside Dr Ste 115Columbus, OH 43221-2550Ph: (614) 481-8061Fax: (614) 481-8065

Andrew I Shapiro, CLU, ChFCNationwide Financial ServicesOne Nationwide Plz 1-11-09Columbus, OH 43215-2220Ph: (614) 249-0935Fax: (614) 677-1192Email: [email protected]

Christophe M Shear, RHUAON Consulting445 Hutchinson Ave, Ste 740Columbus, OH 43235-5677Ph: (614) 825-9410Fax: (614) 488-2394

Dennis A Sheehan, CLU, ChFCState Farm525 Metro Place N #445Dublin, OH 43017-5321Ph: (614) 792-0819Fax: (614) 792-3825

Stephanie B Shepard, CLU, CTCP,CFPNationwide Trust Co FSB3 Nationwide Plaza (03-23-RI)Columbus, OH 43215Ph: (614) 249-9619Fax: (614) 677-6146

William C Shimp, CLUDick DeRoberts & Company1320 Dublin RdColumbus, OH 43215-1093Ph: (614) 486-0203Fax: (614) 486-0491Email: [email protected]

Scott L Shipley, CLU, CPCU, CICSmith-Brogan Insurance Svc Inc905 N 21st St Ste ENewark, OH 43055-2919Ph: (740) 366-6818Fax: (740) 366-7424Email: [email protected]

Richard Shirer, CLUShirer Benefit Services5889 Tarton Circle SoDublin, OH 43017-7600Ph: (614) 932-0854Fax: (614) 932-0854

Phillip W Shoemaker, CHFCNationwide599 Brice RdReynoldsburg, OH 43068-1605Ph: (614) 249-1197Fax: (614) 249-8705

Michael L Silberstein, CLU,ChFCNorthwestern Mutual Life580 S High St Ste 100Columbus, OH 43215-5644Ph: (614) 221-5287 x3217Fax: (614) 221-0235

Anita A Smetters, CLU, ChFCKey Financial Services Inc4700 Reed Rd Ste HPO Box 20445Columbus, OH 43220-3074Ph: (614) 457-1716Fax: (614) 457-1200


Gregory A Smith, CLU, ChFCProfessional Planning Consult700 Ackerman Rd #400Columbus, OH 43202Ph: (614) 267-2600Fax: (614) 261-3098

Pamela S Smith, CLUNationwide Financial Services1 Nationwide PlzColumbus, OH 43215-2220Ph: (614) 249-3603

Ted A Smith, CLUTed A Smith & Co8325 Lancaster Circleville RdLancaster, OH 43130-9256Ph: (740) 654-2984Fax: (614) 221-3503

W.D. Smith Jr., CLU9383 Swamp RdHebron, OH 43025Ph: (740) 364-4010Email: [email protected]

David K Smucker, CLUNationwide Financial Services1 Nationwide Plaza 1-29-01Columbus, OH 43215-2220Ph: (614) 249-3319Fax: (614) 249-3293

Mark V Snider, CLU, ChFC, CFPSnider Fuller & Associates39 South Court StPO Box 1047Athens, OH 45701-2811Ph: (740) 594-8385Fax: (740) 592-6101Email: [email protected]

Robert W Southworth, CLU, ChFCPenn MutualPO Box 1299Powell, OH 43065-1299Ph: (614) 792-5300Fax: (614) 792-2259

S. Richard Spadafore Jr., CLU, ChFCFarmers Insurance Group2400 Farmers DriveColumbus, OH 43235Ph: (614) 766-3725Fax: (614) 764-7220Email:[email protected]

Lisa A Sparks, CLUState Farm1440 Granville RdNewark, OH 43055-1538Ph: (740) 366-8916Fax: (740) 366-5714

J. Roderick Spittle, CLUUHC of Ohio9200 Worthington Rd.Westerville, OH 43082-8823Ph: (614) 442-7483Fax: (614) 442-6082

Thomas H Staebler, CLUNew York Life Ins Company575 Copeland Mill Rd # 2eWesterville, OH 43081-8977Ph: (614) 794-3701Email: [email protected]

Mark Steiner, REBC186 N Ardmore RdColumbus, OH 43209-1447Ph: (614) 252-9159

Jerry R Stephens, CLU6092 Lindridge CourtGalloway, OH 43119Ph: (614) 249-4281Fax: (614) 249-0207

Patricia K Stewart, CLU, ChFCState Farm3800 Carlotta StGrove City, OH 43123Ph: (614) 792-0819Fax: (614) 844-6518Email:patty,stewart,[email protected]


Galen T Stover, CLUNationwide1 Nationwide Plaza 01-25-23Columbus, OH 43215-2220Ph: (614) 249-6792Fax: (614) 249-3493Email: [email protected]

Donald M Strawser, CLU, CHFCStrawser & AssociatesPO Box 1105Powell, OH 43065-1105Ph: (614) 766-5974Email: [email protected]

Richard A Strohm, CLU, ChFCSteinhaus Financial Group7650 Rivers Edge DrColumbus, OH 43235-1342Ph: (614) 431-4369Fax: (614) 431-4305Email: [email protected]

Ronald Sturzenberger, CLU, CEBS6912 Bonnie Brae LnWorthington, OH 43235Email: [email protected]

Brian T Sutliff, CFP, CHFCSutliff Financial Planning1885 W 5th AveColumbus, OH 43212Ph: (614) 481-9557Fax: (614) 481-5519

C. Paul Sutor, CLU, ChFCThe Principal Financial Group485 Metro Pl S # 160Dublin, OH 43017-5300Ph: (614) 792-6363Fax: (614) 792-6404Email: [email protected]

Michael E Svatora, CLU, ChFCState Farm1440 Granville RdNewark, OH 43055-1538Ph: (740) 364-5122Fax: (740) 364-5877

William G Swapp, CLU, ChFCState Farm1440 Granville RdNewark, OH 43055-1538Ph: (614) 364-5231Email: [email protected]

Gary Swisher, CLU, ChFCOhio National Life6797 North High St Ste 210Worthington, OH 43085-2533Ph: (614) 847-0030Fax: (614) 847-1011

Kristen J Sydney, CLU, ChFC,JD, CFPSagemark Consulting Inc445 Hutchinson Ave # 995Columbus, OH 43235-8619Ph: (614) 847-7620Fax: (614) 847-7630Email: [email protected]

K. Michael Taylor, Esq1328 Dublin RdColumbus, OH 43215-1054

Bradford H Tharp, CLU, ChFCLinsco/Private Ledger6100 Channingway Blvd Ste 705Columbus, OH 43232-2910Ph: (614) 864-3125Fax: (614) 864-3126Email: [email protected]

Ned A Thomas, CLU, ChFC, REBC,RHU, CFP6476 Worthington RdWesterville, OH 43082-8206Ph: (614) 460-3414Fax: (614) 365-3361Email: [email protected]

Richard A Thompson, CLU, LUTCFFarmers Group Inc2400 Farmers DrColumbus, OH 43235-2762Ph: (614) 766-3752Fax: (614) 764-2783


Terry L Thompson, CLU, ChFCCincinnati Life3308 Scioto Run BlvdHilliard, OH 43026Ph: (614) 529-0665

Toby G Thompson, CLU1542 Deer Creek CourtWorthington, OH 43085Ph: (614) 785-0459

Richard C Tice, CLUTice Insurance Agencies921 Chatham Ste 300Columbus, OH 43221-2418Ph: (614) 442-4639Email: [email protected]

Susan Trivisonno, CLUNationwide Financial Services516 Glenside LnPowell, OH 43065-9467Ph: (614) 548-4725

Donald D Truex, RHU, REBCHealth Insurance Specialist3427 Missy LaneColumbus, OH 43221-4560Ph: (614) 326-0316Fax: (614) 326-0317

Michael D Turney, CLUBerwanger, Overmyer, & Associates2245 Northbank DrColumbus, OH 43220-0945Ph: (614) 326-4875Fax: (614) 326-1507Email: [email protected]

David E Tuttle, CLU, ChFC967 Maebelle WayWesterville, OH 43081Ph: (614) 890-3744Email: [email protected]

Janice D Tylka, CLU, ChFCRetherford Seeley Assoc8456 Bowling Green NWLancaster, OH 43130-9268Ph: (614) 823-8660Fax: (614) 823-8662Email: [email protected]

Thomas H Vandegriff, CLU, ChFCNorthwestern MutualPO Box 2040Zanesville, OH 43702-2040Ph: (740) 452-4597Fax: (740) 454-9584Email: [email protected]

Shirley E Vanderheiden, CLUVanderheiden Agency425 Ablemarle CirDelaware, OH 43015-4021Ph: (605) 337-3236

Leisha E Vanhorn, CLUNationwide Financial Services1 Nationwide Plaza # 1-29-06Columbus, OH 43215-2220Ph: (614) 249-5610Fax: (614) 249-3345

Richard A Viertel, CLU, ChFC, RHUNationwide Financial Services1 Nationwide Plaza, MS-1-28-05Columbus, OH 43215-2220Ph: (614) 249-2224Fax: (614) 249-3345

Paul J Vineis, CLUThe Columbus Group6797 N High St Ste 236Worthington, OH 43085Ph: (614) 785-5100Fax: (614) 785-4255Email: [email protected]

Lucille R Vitka, CLU, ChFCOhio State Life Ins Co4420 Millwater DrPowell, OH 43065-9730Ph: (614) 881-4344Fax: (614) 764-4090

Richard M Waggoner, CLUNationwide Financial ServicesThree Nationwide Plz 03-03-02Columbus, OH 43215-2410Ph: (614) 249-7068Fax: (614) 667-4650


Henry L Walker Jr., CLU, ChFCLincoln National7650 Rivers Edge Dr #230Columbus, OH 43235-1342Ph: (614) 888-6516Fax: (614) 888-2023Email: [email protected]

Larry Waller, CLU, ChFC, CFPWaller Financial Planning Grp941 Chatham Ln # 212Columbus, OH 43221-2416Ph: (614) 457-7026Email: [email protected]

David J. Walter, CLU, ChFCDavid Walter & Associates Agency, Inc.3380 Tremont RdColumbus, OH 43221-2112Ph: (614) 457-5522Fax: (614) 457-5507Email: [email protected]

John H Ward, CLU, ChFCNew York Life485 Metro Pl S # 350Dublin, OH 43017-5334Ph: (614) 793-2121Fax: (614) 793-2137

Paul W Ward Jr., CLU, ChFCWard-Connolly Associates3384 Sunnybrook CourtColumbus, OH 43221-4706Ph: (614) 777-4332Fax: (614) 486-5103Email: [email protected]

Laura L Warren, JD, CPAArthur Anderson41 S High St, Suite 2100Columbus, OH 43215

David Weaver, CLUCapital Synergies Inc.8351 N. High Street, Suite 28Columbus, OH 43235Ph: (614) 847-9811 ext. 13Fax: (614) 847-9767E-mail:[email protected]

Linda S Weaver, CLU, ChFCNationwide Financial Services6983 Pin Oak Dr NWPickerington, OH 43147Ph: (614) 249-4211Fax: (614) 249-3293

Robert M Webb, CLU, ChFCOhio National598 Delaware AvePO Box 776Marion, OH 43302-5054Ph: (740) 387-9550Fax: (740) 383-3670

William J Weidner, CLU, ChFCNationwide Financial ServicesOne Nationwide Plaza 1-10-03Columbus, OH 53215-2220Ph: (614) 249-4451Fax: (614) 249-2540Email: [email protected]

Chris R Werthman, CLUQuest Capital Strategies460 Spring Valley RdZanesville, OH 43701-7537Ph: (914) 278-8263Fax: (914) 278-2579

Gerry D Wetherell, CLU, ChFC59840 Heskett DrCambridge, OH 43725-9571Ph: (614) 439-4311Fax: (614) 439-1361

Edward A Wheaton, CLU, ChFCAmerican Agency Inc2935 Kenny Rd # 240PO Box 21997Columbus, OH 43221-2429Ph: (614) 442-1400Fax: (614) 442-1419

Sandra L Wheeler, CLU, ChFCState Farm1440 Granville RdNewark, OH 43055-1538Ph: (740) 364-5604Fax: (740) 364-5230


John R Wherry, CLU, ChFC, LUTCFWherry Agency Ins2212 Stratingham DrDublin, OH 43016-8908Ph: (614) 457-6300Fax: (614) 764-2443

Edward L White, CLU, LUTCFNorthwestern Mutual Financial Network580 South High Street, Suite 100PO Box 1150Columbus, OH 43216-1150Ph: (614) 857-4250Fax: (614) 241-2774Email: [email protected]

Martha R Wiles, CLUOhio State Life Ins Co5788 Granby StWorthington, OH 43085-3645Ph: (614) 436-9558

Gordon D Wilken, CLU, ChFCState Farm1440 Granville RdNewark, OH 43055-1538Ph: (615) 898-6584

Robert L Williams Jr., CLU, CPCUNationwide Financial ServicesThree Nationwide PlazaColumbus, OH 43215-2410Ph: (901) 821-5173Fax: (901) 821-5174

Terry Williams, CLU, ChFC, CPCUState Farm1440 Granville RdNewark, OH 43055-1538Ph: (740) 364-5037Fax: (740) 364-5056

J. Brad Wilson, CLU, ChFCNationwide Financial ServicesOne Nationwide PlazaColumbus, OH 43215-2220Ph: (614) 249-4358Fax: (614) 249-3018Email: [email protected]

Todd C Wilson, CLU2964 Dynasty DrColumbus, OH 43235-7235Ph: (614) 791-9736Fax: (614) 791-9853Email: [email protected]

Paula H Windle, CLUNationwide372 E StewartColumbus, OH 43206-2728Ph: (614) 249-0091

Susan K Woerner, CLU, ChFCNationwide Financial ServicesPO Box 3334Dublin, OH 43016-0155Ph: (614) 249-6109

Gregory J Wolf, CLUGE Financial Assurance8275 Central College RdNew Albany, OH 43054Ph: (614) 939-1166Fax: (614) 895-2538Email: [email protected]

Herbert P Wolman, CLU, ChFC38 Jefferson AveColumbus, OH 43215-3841Fax: (614) 221-4776

Daniel W Wonnell, CLU, ChFCBest Case Life Ins Brokers Inc509 S Otterbein Ave Ste #1Westerville, OH 43081-2951Ph: (614) 901-0778Fax: (614) 901-0776Email:[email protected]

Mark A Wood, CLU, ChFCFarmers Group Inc2400 Farmers DrColumbus, OH 43235-2762Ph: (614) 457-3637

Dale A Workman, CLUCrown Life4840 Woodstream CtGahanna, OH 43230-5123Ph: (614) 475-7223Fax: (614) 475-7233


David A Worster, CLUSunLife of Canada6682 Meadow Glen SouthWesterville, OH 43082Ph: (800) 225-3950 ext 1118Fax: (614) 286-0458Email: [email protected]

David W Wright, CLU, ChFCFirst Ohio Planning Corp1429 King AveColumbus, OH 43212-2197Ph: (614) 486-0691Fax: (614) 486-0694Email: [email protected]

James H Wyland, CLU, ChFCPro Planning Consultants700 Ackerman Rd Ste 400Columbus, OH 43202-1559Ph: (614) 267-2600Fax: (614) 261-3098

Daniel E Younker, CLUKimberly-Younker Group9980 Brewster Lane, Suite 150Powell, OH 43065-7571Ph: (614) 889-8082Fax: (614) 889-2383Email: [email protected]

Ted A Zahner, ChFCNationwide Financial Services5651 Greenfield DrGalena, OH 43021-9008Ph: (614) 249-0621Fax: (614) 249-2564Email: [email protected]

Lori A Zapotosky, CLU3238 Scioto Farms DriveHilliard, OH 43026Ph: (614) 599-2924


Scott W ArmstrongJohn Hancock Financial Services Inc6500 Busch Blvd Ste 105Busch Corporate CenterColumbus, OH 43229-1738Ph: (614) 846-6000Fax: (614) 846-6419

Rose M Blackburn750 S 2nd StHeath, OH 43056-1624Ph: (740) 323-1969

Eric CastoPreferred Capital Management6407 Thasher LoopWesterville, OH 43081Ph: (614) 431-4381Fax: (614) 840-9365Email: [email protected]

Tom Davison1064 Baumock Burn DrColumbus, OH 43235-2166Ph: (614) 885-1115Fax: (614) 885-1495Email: [email protected]

Rodney I EricksonAmerican Family Insurance8415 Pulsar Place Ste 400Columbus, OH 43240Ph: (614) 848-4151Fax: (614) 848-3806Email: [email protected]

Victoria GreenThe Green Insurance Agency6661 Charles Rd.Westerville, OH 43082Ph: (614) 882-1876Fax: (614) 839-4182E-mail: [email protected]

Paul A Gydosh Jr.Lincoln National Life7650 Rivers Edge DrColumbus, OH 43235-1342Ph: (614) 888-6516Fax: (614) 431-4305

Cynthia L KingState Farm5212 E MainColumbus, OH 43213Ph: (614) 861-7474Fax: (614) 759-4655

Linda K KirkMcCloy Financial Services921 Chatham Lane #300Columbus, OH 43221-2418Ph: (614) 457-6233Fax: (614) 442-4696

Richard P Mills2572 Breathstone DrivePowell, OH 43065-9023Ph: (614) 792-0074Fax: (614) 792-0074

Tess L RexroadMidland Life Ins Co250 E Broad StColumbus, OH 43215-3708Ph: (614) 228-2001Fax: (614) 228-3215

David S Rubadue4945 Bridgewater DrPowell, OH 43065-8781Ph: (614) 766-9819Fax: (614) 793-9797

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Karen S ShepherdPrincipal Financial Group485 Metro Place SouthDublin, OH 43017Ph: (614) 792-8085Fax: (614) 792-6404Email: [email protected]

Harry J Smallwood447 Sutterton DrGahanna, OH 43230-3631Ph: (614) 478-3393Fax: (614) 478-5298

William M Taylor1450 Abbootsford GreenPowell, OH 43065Ph: (614) 445-2953Fax: (614) 445-2428

Scot P WilsonHartford Insurance Co1215 Venetian WayColumbus, OH 43230-3886Ph: (614) 855-0307Fax: (614) 855-3227

Ramona E WrightNationwide Financial Services2572 Cleveland AveColumbus, OH 43211Ph: (614) 267-9026Fax: (614) 267-9037Email: [email protected]

Jennifer L Young1580 Pemberton DriveColumbus, OH 43221-1425Ph: (614) 249-6772Fax: (614) 249-6715Email: [email protected]


David L Bickelhaupt, CLU, ChFCOhio State University2239 Buckley RdColumbus, OH 43220-4613Ph: (614) 451-2700

William J Burgert, CLUALLMERICA Financial2810 Halstead RdColumbus, OH 43221-2916Ph: (614) 488-1649

Sam A Chickerella, CLU5744 Sandymount DrDublin, OH 43016-3262Ph: (941) 947-0086Email: [email protected]

Elmer E Collins, CLUGene Collins Agency3131 Griggsview CtColumbus, OH 43221-4608Ph: (614) 777-1466

Robert L Cowan, CLUMotorists Mutual860 Skylark LnColumbus, OH 43235-3452Ph: (614) 885-5572

Ohmer O Crowell, CLU1289 Kenbrook Hills DrColumbus, OH 43220-4900Ph: (614) 451-7749Fax: (614) 529-0058

Paul A Donald, CLU737 Old Oak TrceColumbus, OH 43235-1761Ph: (614) 436-4636Fax: (614) 436-4479

Delbert L Dorn, CLUDorn Agency1416 Counts RdSouth Solon, OH 43153-9752Ph: (614) 874-3162

Alvin M Engelman, CLU1255 Park Plaza DriveColumbus, OH 43213Ph: (614) 863-3780Email: [email protected]

Dr. John R. Erwin1809 Ardleigh RoadColumbus, OH 43221Ph: (614) 451-5467

John R Florance Jr., CLUUNUM Life193 N Sandwsky StDelaware, OH 43015-0510Ph: (740) 362-2801Fax: (740) 362-2801Email: [email protected]

J. Robert Hanlin, CLU, ChFCPrudential5938 Windward CourtLewis Center, OH 43035

John V Johnson, CLUJohnson-Scott CoPO Box 1331Dublin, OH 43017-6331Ph: (614) 873-8695

C.B. Kleinschmidt, CLUNational Guardian Life286 Tallowwood DrWesterville, OH 43081-4514Ph: (614) 794-0191Fax: (614) 898-1993Email: [email protected]

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J. Harry Mosher, CLU, ChFCJ. Harry Mosher & Assoc8050 Lake DriveWesterville, OH 43082-9402Ph: (614) 882-6822Fax: (614) 891-1761

Richard E Retherford, CLU, ChFC10350 Hoover Woods RdGalena, OH 43021-9413Ph: (740) 965-4458Fax: (740) 965-4722

Robert L Rupp, CLUPO Box 21353Columbus, OH 43221-0353Ph: (614) 486-5911Fax: (614) 486-2492

Lorin K. Schoephoerster, CLU,ChFC, CPCU1013 Medhurst RoadColumbus, OH 43220614/451-7368

Ray L Seelenbinder, CLU, ChFCThe Principal Financial Group3795 Noe Bixby RdColumbus, OH 43232-6114Ph: (614) 837-2425

Arthur E Shepard, CLUTurner & Shepard Inc2245 Northbank DrColumbus, OH 43220-5422Ph: (614) 326-4812Fax: (614) 457-1507

Norman R Sleight, CLUState Farm685 Snowden DrNewark, OH 43055-1514

Saul Sokol, CLU360 S Roosevelt AveColumbus, OH 43209-1832Ph: (614) 235-1111Fax: (614) 235-8768

James E Stanforth, CLU, ChFCIndianapolis Life6309 Requarth RdGreenville, OH 45331-0320Ph: (937) 548-5035

M. Richard Wetherbee, CLU, ChFCWetherbee & Company697 Wesley CtWorthington, OH 43085-3558Ph: (614) 888-4010


Chapter Offices

Society of Financial Service Professionals17 South High Street, Suite 200

Columbus, OH 43215614/221-1900

Fax: 614/221-1989E-mail: [email protected]

www.sfsp.net/columbusoh

Chapter Executive – Anita CugavicAdministrative Assistant – Deanna Callahan

FOR DESIGNATION REQUIREMENTS AND CLASS INFORMATION CONTACT:

The American College

270 S. Bryn Mawr AvenueBryn Mawr, PA 19010

610/526-2500Fax: 610/527-4010

E-mail: [email protected]: www.agents-online.com

FOR MEMBERSHIP INFORMATION CONTACT:

Society of Financial Service Professionals

270 S. Bryn Mawr AvenueBryn Mawr, PA 19010

800/392-6900Fax: 610/527-4010

E-mail: [email protected]: www.financialpro.org

��&�� Continuing Education Programs

• Video-Teleconferences• Seminars

Section Meetings

Newsletters• Quarterly Publications

Sam A. Chickerella/Hall of Fame Banquet

Conferment Dinner

National Conference

Recognition in Business First

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If you need to update any of the membership infor-mation showing in this roster, please use this formand mail it to the SFSP Chapter office.

Please update my membership record as follows:

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Society of Financial Service Professionals– Columbus Chapter

17 South High Street Suite 200Columbus, Ohio 43215

Fax: 614/221-1989

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