Garret Venetta is a financial advisor at &Partners in Columbus, OH, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of his advisory work, he serves on the budget team at Violet Baptist Church. &Partners serves a diverse clientele including high-net-worth individuals, retirement plans, and institutional clients, providing investment management and financial planning through a mix of fundamental, technical, and quantitative strategies. The firm offers both discretionary and non-discretionary account management and operates under dual registration as a registered investment adviser and broker-dealer.

Joseph Cain is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 65 and Series 63 licenses and has 15 years of industry experience, all with Nationwide Investment Services Corporation since 2011. Nationwide Investment Advisors 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 manages a large client base using a scale-oriented, recordkeeper-driven model and outsourced portfolio construction, with approximately $16.7 billion in ProAccount assets under discretionary management.

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.

John Gardner is a financial advisor with Guardian Life who holds a Series 66 license and has seven years of industry experience. He previously worked at Bank of America and has been with Park Avenue Securities, a subsidiary of Guardian Life, since 2019. Outside of his advisory work, Gardner is a tennis instructor, giving lessons to clients of all ages and abilities. Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management, model-based strategies, and a variety of financial planning and consulting services.

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 financial advisor at Stratos Wealth Partners, Ltd. based in Columbus, Ohio, with 21 years of industry experience. She has worked at Stratos Wealth Partners and LPL Financial since 2016 and was previously employed at Wells Fargo Clearing from 2014 to 2016. She holds a Series 63 designation and is also a notary. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse clientele including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as financial planning, third-party manager programs, and outsourced CIO solutions. Its advisor-driven model emphasizes independent advisory relationships with discretionary and non-discretionary portfolio management using an open-architecture platform incorporating multiple third-party managers.

Susan Wylie is a financial advisor with Stratos Wealth Partners, Ltd. in Columbus, Ohio, holding a Series 66 designation and bringing 16 years of industry experience. She previously worked at The Huntington Investment Company before joining Stratos Wealth Partners and LPL Financial in 2013. Outside of her advisory role, she serves as a notary public and teaches as part of Plan for Your Tomorrow, Inc. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through a model that emphasizes independent advisor-driven portfolio management, employing an open-architecture approach that integrates multiple third-party platforms and managers.

Andrew Ward is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and five years of industry experience. His work history includes roles at both Guardian Life Insurance and Park Avenue Securities dating back to 2016. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and advisory solutions utilizing both advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

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.

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.

George Lehmann IV is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Park Avenue Securities and Guardian Life Insurance Company since 2012, as well as previous experience with New England Securities and Stifel. He also sells outside insurance products. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

Scott Golding is a financial advisor at Voya Financial Advisors, Inc. with 22 years of industry experience. He holds the Series 66 designation and has been with Voya Financial Advisors since 2014. Golding also has a longstanding role with The Verdi Group and has prior experience at Ameriprise. Outside of his advisory work, he coaches youth basketball and assists with his son’s travel baseball team. Voya Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, unified managed accounts, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm emphasizes client relationships structured around investment policy statements and model portfolios, combining in-house and external strategists with technology-enabled tools to implement recommendations.

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. He holds Series 65 and Series 63 licenses and has six years of industry experience. His prior work includes roles at Nationwide Investment Services Corp, h2 Insights, UPS, and Walgreens. 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 a large client base using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction.

Tracy Miller is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH. She holds Series 63 and Series 65 designations and has 11 years of industry experience. Miller has been with Voya Financial Advisors since 2012 and previously worked at Philip Neibert within the same firm. Outside of advising, she is a licensed Notary Public and an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver personalized investment recommendations, operating primarily through non-discretionary client relationships.

Douglas Meyers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has longstanding roles with Central Ohio Financial Management Group LLC and Ameritas Life Insurance Corp. Meyers is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services, utilizing model portfolios, mutual funds, ETFs, and individual securities, while operating multiple program platforms that incorporate third-party technology and management.

Mahesh Bhupalam is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has a diverse background including roles at Lifeshield National Insurance Company, Medico Corp, and Registered Social Security Analysts. Outside of advisory work, he is involved in insurance sales and assists clients with Social Security claiming strategies and estate planning documentation through affiliated businesses. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Douglas Beebe is a financial advisor with Guardian Life and holds a Series 63 designation. He has 11 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance since 2014. Outside of his advisory role, he serves as a trustee of a family living trust. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and investment solutions through a combination of advisor-led discretionary management, model-based strategies, and digital advisory platforms.

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 licenses and bringing 27 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, MML Distributors, Massachusetts Mutual Life Insurance Company, and Voya Financial. Nationwide Investment Advisors, LLC primarily serves retirement plan sponsors and participants through platforms like ProAccount and My Investment Planner. The firm utilizes independent financial experts to develop model portfolios and manages approximately $16.7 billion in ProAccount assets, focusing on a scale-oriented, recordkeeper-driven approach tailored to ERISA-covered plans.