Kathleen Doucet is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Columbus, OH, holding Series 63 and Series 65 licenses and having 29 years of industry experience. Her prior work includes roles at Colonial Life, Valic Financial Advisors, and Pruco Securities. Outside of her advisory work, she volunteers as a mentor with Leadership Worthington and Big Brothers Big Sisters and assists customers as a volunteer translator at the Bloom Free Store. Equity Services, Inc. provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently leveraging third-party asset managers and model portfolios, and operates both as a broker-dealer and SEC-registered investment adviser.

Roland Wilson is a financial advisor at Nationwide Investment Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Nationwide Investment Services Corporation since 2014. Outside of his advisory role, he is involved in a personal real estate investment business. 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 manages a large number of retail participant accounts within a network of affiliated financial companies.

Patricia Nichols is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 designations and 28 years of industry experience. Her prior roles include positions at Nationwide Investment Services Corporation, Fidelity Investments, CUNA Brokerage Services, Suncoast Credit Union, AXA Advisors, and ICMA Retirement Corporation. 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 provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Joseph Miller is a Series 66-credentialed financial advisor at The Huntington Investment Company in Columbus, OH, with 29 years of industry experience. He worked for U.S. Bancorp Investments, Inc. for 20 years before joining Huntington in 2025. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and affiliate Private Bank offerings, managing accounts through various wrap-fee programs on the Envestnet MAS platform.

Robert Bilo is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Nationwide Investment Advisors since 2006 and has been affiliated with Nationwide Investment Services Corporation and Nationwide Insurance Company since the mid-1990s. 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 a large retail participant base within a family of affiliated financial companies.

Jane Lisitsyn is a financial advisor at The Huntington Investment Company in Columbus, OH, with 11 years of industry experience. She holds a Series 66 designation and previously worked at Robert Baird & Co. before joining Huntington. The Huntington Investment Company serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary Private Bank models.

Lior Assa is a CFP® with seven years of industry experience, currently advising at Nationwide Investment Advisors, LLC. His prior roles include positions at Nationwide Investment Services Corp, AE Wealth Management, Bank of America, Merrill Lynch, and Axos Financial. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, offering a scale-oriented, recordkeeper-driven model that manages approximately $16.7 billion in discretionary assets. The firm relies on independent financial experts for portfolio construction and focuses exclusively on plan participants and sponsors.

Andrew Ward is a financial advisor at Nationwide Investment Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Nationwide Investment Services Corp since 2018. Outside of his advisory role, he serves as president of the Old Trinity Evangelical Lutheran Church 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 manages a large number of retail participant accounts through its affiliation with Nationwide Trust Company and Nationwide Life Insurance Company.

Michael Scheiwe is a financial advisor at Key Investment Services LLC in Columbus, OH, holding Series 63 and Series 66 licenses with eight years of industry experience. He previously worked at J.P. Morgan Securities LLC for four years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in investment selection and provides ongoing monitoring and supervisory oversight, while leveraging affiliations within the KeyCorp group.

Alec Vernon is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with several entities affiliated with Huntington since 2020 and previously with W&S Brokerage Services, Western & Southern Life, and National Agents Alliance. Outside of his advisory work, he is a partner in Vernon Capital LLC, a business involved in rental property management. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that incorporates third-party sub-managers and proprietary private bank portfolios, providing portfolio management, trade execution, and custodial services.

Christopher Coles is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has been with Nationwide Securities Inc since 2003. Coles also serves as an adjunct instructor at The American College. 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 uses independent fiduciary experts to develop model portfolios and serves a large retail participant base within a family of affiliated financial companies.

John Barth is a financial advisor at Nationwide Investment Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments and Edward Jones. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner, utilizing a scale-oriented, recordkeeper-driven model with discretionary portfolio management.

Louis Moreno is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 46 years of industry experience, having worked at Nationwide Investment Services Corporation since 1980. 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 approximately 270,000 clients through a team of 335 advisors.

David Castina is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Nationwide Investment Services Corporation and Nationwide Insurance Co. since 1991. Outside of his advisory role, he serves as a board member of the Hillingham Home Owners Association in Chadds Ford, PA. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice for ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services within a large enterprise operating alongside affiliated financial companies.

Duff Dyer is a financial advisor at The Huntington Investment Company with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Huntington since 2011, including prior roles at The Huntington National Bank. Outside of his advisory work, he occasionally provides notary services without charge and is involved in property rehabilitation projects. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party sub-managers and proprietary private bank offerings, delivering a range of wrap-fee programs through the Envestnet MAS platform.

James Brattensborg is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and 66 credentials and 14 years of industry experience. His prior experience includes roles at Prudential Customer Solutions LLC, The Prudential Insurance Company of America, Pruco Securities, LLC, and Morgan Stanley. 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 utilizes independent financial experts to develop model portfolios and manages approximately $16.7 billion in discretionary assets under ProAccount as of December 31, 2025.

Candace Deluca is a CFP® with 29 years of experience in the financial services industry. She is currently with \u0026PARTNERS, where she has worked since 2025. Her prior experience includes roles at Stratos Wealth Partners, LPL Financial, and Wells Fargo Advisors. Deluca serves as president-elect and pro-bono director on the board of the Financial Planning Association of Central Ohio, coordinating volunteer efforts for the organization. \u0026PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a variety of proprietary and third-party strategies, with an emphasis on ongoing monitoring and account reviews.

Jeremy Williams is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and 18 years of industry experience. He has been with Nationwide Securities, LLC and Nationwide since 2008. Outside of his advisory role, he serves as a trustee for the Eagles organization in Corning, 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 offers both discretionary and non-discretionary services within a large enterprise structure that supports a high volume of retail participant accounts.

Christian Bryant is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and having nine years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, Creative Planning, LLC, Wipfli Financial Advisors, LLC, and Nationwide Insurance Services Corporation. Nationwide Investment Advisors, LLC 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 utilizes independent financial experts to develop model portfolios and relies on a scale-oriented, recordkeeper-driven model to serve a large client base focused on plan participants and sponsors.

Shawn Swanson is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 30 years of industry experience. He has been affiliated with Brokers International Financial Services since 2015. Swanson is also president and CEO of Swanson Financial Group, a financial services firm. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm provides continuous asset management, financial planning, and consulting through a network of independent advisers using various portfolio management approaches and custodial platforms.