Keith Schuss is a financial advisor at Stratos Wealth Partners, Ltd with 34 years of industry experience. He holds the Series 63 designation and has worked at Stratos since 2010. His prior experience includes roles at LPL Financial, Morgan Stanley, and Citigroup Global Markets. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering financial planning, managed wrap and non-wrap programs, access to model portfolios and third-party manager solutions, and retirement plan consulting. The firm combines individualized asset allocation with active monitoring and access to proprietary and third-party strategies, supporting both discretionary and non-discretionary account management across multiple custodians.

Shannon McCarthy is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 65 designation with 15 years of industry experience. She has been with Nationwide Investment Services Corporation since 2011. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance. The firm serves a large client base with a scale-oriented, recordkeeper-driven model and relies on independent financial experts for portfolio construction.

Roy Izzo is a financial advisor with Lincoln Investment in Columbus, OH, holding 44 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held positions at Legend Equities Corporation and Valic Financial Advisors. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management team that develops strategic model portfolios and adaptive strategies.

Vanessa Gonzalez is a financial advisor at Nationwide Investment Advisors, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Nationwide since 2014. The firm provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) and public 403(b)/457(b) plans. Nationwide relies on independent fiduciary experts to develop model portfolios and serves a large retail participant base through a variety of discretionary and non-discretionary services.

Edward Zimmer is a CFP® professional with 37 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2001. He holds Series 63 and Series 65 licenses and is based in Columbus, OH. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Todd Gutermuth is a financial advisor at Nationwide Investment Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has been with Nationwide Investment Advisors since 2017, also working with Nationwide Investment Services Inc. and Jefferson National Securities Corporation. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) plans and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and serves a large retail participant base within a family of affiliated financial companies that support custody and recordkeeping functions.

Madeline Hobbs is a CFP® professional with four years of industry experience, currently serving at Corient in Columbus, OH. Her prior work includes positions at Budros, Ruhlin & Roe and Richwood Bank. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Tyler Schlater is a CFP® with 16 years of industry experience, currently serving as an advisor at Kestra Advisory. His prior work includes roles at Pacer Financial, Inc., JP Morgan Commercial Bank, and various JPMorgan investment management entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Douglas Ramsey is a CFP® with 26 years of industry experience. He is currently with Mariner Wealth Advisors and MSEC, LLC, having previously worked at Hyre Personal Wealth Advisors and Raymond James Financial Services Advisors, Inc. Outside of his advisory roles, Ramsey is the owner of D. Ramsey Investments, LLC, a non-investment-related business. Mariner serves a broad range of clients including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and third-party managers, with a notable emphasis on tax and accounting integration alongside traditional portfolio management.

William Cymbala is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Valic Financial Advisors, and Pruco Securities, LLC. Outside of his advisory work, he has experience as a landlord managing rental properties. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice for ERISA 401(k) plans and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and manages a large number of retail participant accounts within a broader family of affiliated financial companies.

Matthew Martin is a Series 66-licensed financial advisor with 14 years of industry experience. He has worked at Fifth Third Securities, Inc. and Fifth Third Bank since 2018 and previously spent five years at Key Investment Services LLC. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs, incorporating third-party portfolio managers, strategist portfolios, and advisor-managed sleeves.

Katherine Waltner is a financial advisor at The Huntington Investment Company with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Hornor, Townsend & Kent, LLC, PNC Investments, Parkland Securities, SPC, and Sigma Financial Corporation. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals including high-net-worth clients, charitable organizations, and corporations with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party and affiliate portfolio management solutions.

Christian Harbin is a financial advisor at Nationwide Investment Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with Nationwide Investment Services Corp since 2020. His prior work includes roles at T3 Enterprises and Web.com. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner. The firm manages approximately $16.7 billion in ProAccount assets and focuses on a scale-oriented, recordkeeper-driven model that serves a large client base via outsourced portfolio construction and automated enrollment.

Brooks Morgan is a CFP® with 14 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. He has held positions at Nationwide Investment Services Corporation and Personal Capital Advisors Corporation. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) plans and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.

Eliezer Gonzalez is a financial advisor at Nationwide Investment Advisors, LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Nationwide Investment Services Corporation, Equitable Advisors, and Axa Advisors. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner. The firm employs a scale-oriented, recordkeeper-driven model, managing approximately $16.7 billion in ProAccount assets as of December 31, 2025, and focuses on ERISA-covered plans using outsourced portfolio construction and automated enrollment features.

Elizabeth Valenzuela is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Ameriprise and Frost Bank, as well as over a decade at Frost Investment Advisors, LLC. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets through its ProAccount program. The firm uses independent financial experts to develop model portfolios and focuses on a scale-oriented, recordkeeper-driven approach with an emphasis on ERISA-covered plans.

Kristopher Feldmeyer is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Cetera, Cetera Investment Services LLC, and First Merchants Bank. He is based in Columbus, Ohio. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm serves a large client base with a scale-oriented, recordkeeper-driven model and relies on independent financial experts for portfolio construction.

Steven Meier is a financial advisor with Eagle Strategies (NY Life) based in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Cardinal Financial Advisers, LLC since 2008 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 1992. Meier serves as a board member of The Catholic Foundation, where he is Vice Chair of the Executive Committee and Chair of the Investment Committee. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual, institutional, and charitable clients. The firm offers multiple advisory programs, emphasizing tailored recommendations and managing a majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Richard Ohde is a CFP® with 26 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. He has been with Nationwide Investment Services Corp since 2012. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner. The firm manages approximately $16.7 billion in ProAccount assets and serves a large client base through a scale-oriented, recordkeeper-driven model that relies on outsourced portfolio construction and automated enrollment.

Brenda Anderson is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She has been with Nationwide Investment Advisors since 2006 and has worked with Nationwide Investment Services Corporation since 2000. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets under discretionary management as of December 31, 2025. The firm serves a large client base through a scale-oriented, recordkeeper-driven model, focusing exclusively on retirement plans rather than high-net-worth or corporate clients.