James Smerke is a CFP® with seven years of industry experience, currently serving as a financial advisor at Corient in Columbus, OH. His prior roles include positions at Wellspring Family Office and Plante Moran Financial Advisors. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers, utilizing risk management tools and alternative investment options where appropriate.

Sean Hannigan is a financial advisor with Fifth Third Securities, Inc. in Columbus, Ohio, holding a Series 66 designation and 12 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2015. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Nicholas Calendine is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fifth Third Securities since 2022, with prior experience at Fifth Third Bank and Resource International. Outside of finance, he is involved in a carpentry business. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options that include advisor-directed models, separately managed accounts, and unified programs featuring third-party portfolio managers and tax-overlay services.

Donald Mckell is a financial advisor with Lincoln Investment in Columbus, OH, holding a Series 63 designation and 40 years of industry experience. His career includes nine years at Lincoln Investment and previous roles at Legend Equities Corporation and Horizon Telecom. Outside of advising, he is a partial owner of Mckell Farm LLC, a real estate holding entity established with his siblings. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management with model portfolios, access to third-party managers, and operates with a fiduciary standard for ERISA-related advice.

Garret Venetta is a financial advisor with &PARTNERS in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing for a combined 16 years before joining &PARTNERS. Outside of his advisory role, he serves on the budget team of Violet Baptist Church. &PARTNERS serves a diverse client base including individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a range of investment strategies supported by proprietary and third-party managers and operates under both registered investment adviser and broker-dealer registrations.

Joseph Cain is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. He has been with Nationwide Investment Services Corporation since 2011. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering advisory services through programs such as ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm manages approximately $16.7 billion in ProAccount assets and employs a scale-oriented, recordkeeper-driven model that leverages independent financial experts for portfolio construction.

Rachel Bolen is a CFP® and ChFC® with three years of industry experience. She is currently an advisor at Nationwide Investment Advisors, LLC and has previously worked at Fidelity Investments and Breed's Hill Wealth Management. Outside of finance, she has experience in education and martial arts instruction. 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 over $16 billion in discretionary assets and serves a large client base through a scale-oriented, recordkeeper-driven model that emphasizes outsourced portfolio construction and automated enrollment.

Nicholas Karsatos is a CFP® professional at Corient with two years of industry experience. Prior to joining Corient, he worked at Clarus R&D and The Ohio State University. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools to align portfolios with client objectives.

Anne Dimon is a Series 63 licensed financial advisor with 21 years of industry experience. She has been with Stratos Wealth Partners, Ltd and LPL Financial since 2016 and previously worked at Wells Fargo Clearing from 2014 to 2016. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Susan Wylie is a financial advisor with Stratos Wealth Partners, Ltd. in Columbus, OH, holding a Series 66 designation and 16 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2013, and previously worked at The Huntington Investment Company from 2011 to 2013. Outside of her advisory role, she serves as a notary public and teaches for Plan for Your Tomorrow, Inc. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations, offering financial planning, managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies and supports both discretionary and non-discretionary account management across multiple custodians.

Bobbi Langan is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior roles include positions at AGIA, VALIC Financial Advisor, Inc., Morgan Stanley, and USAA Financial Advisors. Nationwide Investment Advisors 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. The firm employs independent fiduciary experts for portfolio construction and manages a large client base within a family of affiliated financial companies.

Douglas Bolenbaugh is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital, discretionary model account pilot for employees. The firm uses approved model strategies managed by PNC or third-party strategists and employs algorithmic tools for model selection and risk assessment.

James Lindeboom is a financial advisor at Nationwide Investment Advisors, LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at Nationwide Securities, LLC since 2009 and Nationwide Investment Services Corporation since 1997. He serves as a board member of the Windgate Square Condo Association in Columbus, OH. 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 employs independent fiduciary experts to develop model portfolios and serves approximately 270,000 retail participant accounts through a family of affiliated financial companies.

Claude Gregory is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience and has worked at Nationwide Investment Services Corp since 2017. Gregory is also involved outside of finance as a principal at Interior Facilities Design, LLC. 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 employs independent fiduciary experts for portfolio construction and serves a large number of retail participant accounts within a family of affiliated financial companies.

Benjamin Levy is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 licenses and six years of industry experience. His prior work includes roles at Nationwide Investment Services Corp, h2 Insights, UPS, and Walgreens. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner (MIP), Smart Alliance, and the Advice Program. The firm manages approximately $16.7 billion in ProAccount assets, using independent financial experts to develop model portfolios and implementing recommendations under discretionary or non-discretionary arrangements.

Anthony Fidelibus is a financial advisor with The Huntington Investment Company in Columbus, Ohio. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with The Huntington Investment Company since 2009 and joined Ameriprise Financial Services, LLC in 2026. He serves on the board of advisors for 3bfellowship, a nonprofit organization. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture model that includes third-party sub-managers and proprietary Private Bank portfolios, with accounts managed discretely or via model providers.

Brenda De Vecchio is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and having 12 years of industry experience. Her prior roles include positions at Nationwide Investment Services Corp, Ameriprise Financial/Structure Financial Group, and Massachusetts Mutual Life Insurance Company. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and fiduciary services focused on ERISA 401(k) plans and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and operates within a family of affiliated financial companies that provide custody and recordkeeping services.

William Kelly is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 credentials and bringing 27 years of industry experience. His previous roles include positions at Nationwide Investment Services Corporation, MML Distributors, Massachusetts Mutual Life Insurance Company, and Voya Financial. 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 under discretionary management and employs a scale-oriented, recordkeeper-driven model that serves a large client base focused exclusively on retirement plans.

Anthony Cefalu is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 credentials and bringing 25 years of industry experience. He has worked at various Nationwide entities since 2007, including Nationwide Investment Services Corp. and Nationwide Securities, LLC. Outside of his advisory role, Cefalu is an employee at Morton Barber Learning School and is the author of two books published in 2006. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner (MIP), Smart Alliance, and the Advice Program. The firm focuses on a scale-oriented, recordkeeper-driven model with outsourced portfolio construction, serving a large client base of plan participants and sponsors.

Michael Ott is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Corebridge Capital Services, American General Life Insurance, and Nationwide Investment Services Corporation, as well as positions at Saint Joseph's University and in the restaurant industry. 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 employs a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and serves a large client base focused on retirement plans.