Joseph Moyer is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2016. In addition to his advisory work, he serves as an insurance agent, soliciting and servicing life insurance and annuity products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and offers access to multiple management platforms and third-party solutions.

Ronald Palanca is a financial advisor with Stratos Wealth Partners, Ltd in Dublin, OH, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Stratos Wealth Partners since 2018, following previous roles at Advisors' Pride and LPL Financial. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios.

Angela Buchanan is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. She holds Series 63 and Series 65 licenses and has 30 years of industry experience. Her career includes longstanding roles at Nationwide Investment Services Corporation and Fulton County Government, as well as involvement with Khakis. 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 utilizes independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Kristin Reilly is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Nationwide Investment Services Corporation since 2011. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions for ERISA 401(k) plans and public 403(b)/457(b) plans. The firm employs independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services within a large retirement-plan-focused platform.

Nathan Shevelow is a financial advisor at Nationwide Investment Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at The Huntington Investment Company and The Huntington National Bank. He also spent four years at The Ohio State University. 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 utilizes independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Karen Socola is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and 11 years of industry experience. She has worked with Nationwide Investment Services Corporation since 2014. Outside of her advisory role, she owns a rental property business in Clifton Park, NY. 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 via a scale-oriented, recordkeeper-driven model that relies on independent financial experts for portfolio construction.

Carla Jimenez is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Nationwide Investment Services Corp since 2013. Outside of her advisory role, she serves as Secretary for the St. Frederick and St. Stephen Service Club in Edisto Island, SC. 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 utilizes independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts through both discretionary and non-discretionary services.

Benjamin Smith is a financial advisor at VOYA Financial Advisors, Inc. with 17 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and was previously with R.A. Croucher & Associates. He also operates as an independent insurance agent, focusing on the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse clientele, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of services, including financial planning, portfolio management, and plan-sponsor consulting, primarily offering non-discretionary advice through multiple program structures.

Thomas Tyson is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Nationwide Investment Services Corp since 2020 and previously spent nine years at Invesco Distributors, Inc. 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 serves a large client base with a scale-oriented, recordkeeper-driven model and relies on independent financial experts to develop model portfolios.

Nikolas Victor is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 10 years of industry experience and has worked at Nationwide Investment Services Corporation since 2015. 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 employs independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services within a large client base focused on retirement-plan business.

Brandy Dom is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® and Series 65 designations and possessing 19 years of industry experience. She has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2005. Dom serves as a board member and on the financial committee for At Home By High, a nonprofit organization based 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) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Jacob Sours is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 14 years of industry experience. Since 2011, he has been affiliated with Nationwide Services Investment 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 portfolios and serves a large retail participant base within a family of affiliated financial companies.

Michael Richardson is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Nationwide Investment Services Corp since 2019 and previously at Gwfs Equities, Inc. from 2016 to 2019. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants 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 utilizes independent financial experts for portfolio construction, focusing on a large scale client base within the retirement plan sector.

Christopher Groh is a financial advisor at Nationwide Investment Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Nationwide Investment Services Corporation since 2013. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants 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 serves over 250,000 clients using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

Rebecca Ruvolo is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding the CFP® designation and securities licenses Series 63 and Series 66. She has 18 years of industry experience and has previously worked at Schwab Wealth Advisory, Charles Schwab, and Scottrade. Ruvolo is also an independent insurance agent specializing in fixed insurance products and operates Ruvolo Wealth Management, providing financial planning and investment management services. VOYA Financial Advisors, Inc. serves a diversified client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and access to third-party money managers through various program structures, with a significant portion of assets managed on a recommendation-based, non-discretionary basis.

John Brennan Jr. is a financial advisor at Nationwide Investment Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Davenport & Company LLC and Nationwide Investment Services Inc. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, utilizing model portfolios developed by independent financial experts. The firm manages approximately $16.7 billion in ProAccount assets and serves over 250,000 clients through a scale-oriented, recordkeeper-driven model.

Tonya Sax is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and 23 years of industry experience. Her prior roles include positions at PNC Bank and various PNC-affiliated firms, as well as Fisher Investments. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, which manages approximately $16.7 billion in discretionary assets. The firm operates a scale-oriented, recordkeeper-driven model, serving over 250,000 clients with roughly 398 advisors.

Melanio Casupanan III is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Since 2013, he has worked with Nationwide Investment Services Corp. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and serves a large base of retail participant accounts within a family of affiliated financial companies.

Nathan Honigford is an advisor at Fifth Third Securities, Inc. in Columbus, OH, holding Series 65 and Series 63 registrations with one year of industry experience. Prior to joining Fifth Third Securities, he worked at Fifth Third Bank, N.A. and held various roles outside the financial industry, including positions at Grubhub and Chipotle. Outside of his advisory work, he serves as a golf caddie at Scioto Country Club and works as a delivery driver for DoorDash. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering access to the Passageway Managed Account Program with multiple portfolio management options including mutual funds, ETFs, separately managed accounts, and direct indexing strategies.

Andrew Tracy is a financial advisor with The Huntington Investment Company in Columbus, Ohio, holding a Series 66 designation and 19 years of industry experience. His career includes seven years at J.P. Morgan Securities and JP Morgan Chase Bank NA and multiple roles at The Huntington Investment Company since 2019. 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 various wrap-fee programs through an open-architecture model that integrates third-party sub-managers with proprietary Private Bank strategies and custodial services via National Financial Services.