Melvin Rochowiak is a financial advisor with Principal Financial Services, holding a Series 63 designation and over 33 years of industry experience. He has worked with Principal Life Insurance Company since 1998 and Principal Securities Inc. since 1992. Outside of his advisory role, he is president of the AmSpirit Business Connections chapter and serves on the board of the Mercedes Benz Club of America – Central Ohio. Principal Securities provides brokerage and registered investment advisory services to a wide client base, including individuals, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under both adviser and promoter arrangements.

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, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Valic Financial Advisors, and Pruco Securities, LLC. Nationwide Investment Advisors, LLC primarily serves retirement plan sponsors and participants through advisory programs such as ProAccount, managing approximately $16.7 billion in discretionary assets. The firm employs a scale-oriented, recordkeeper-driven approach with outsourced portfolio construction and automated enrollment, focusing on ERISA-covered plans.

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.

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 financial advisor at Nationwide Investment Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at Nationwide Investment Services Corp, Nationwide Securities, LLC, Chase Investment Services Corp., UBS Financial Services, and Nationwide Investment Advisors, LLC. 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 manages approximately $16.7 billion in ProAccount assets and relies on independent financial experts for portfolio construction while serving a large client base through a recordkeeper-driven model.

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.

James Smerke is a CFP® and Series 65-licensed advisor with eight years of industry experience. He currently works at Corient in Columbus, OH, where he has been since 2026. Prior to joining Corient, he worked at Wellspring Family Office for six years and Plante Moran Financial Advisors for three years. 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 uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investments as 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.

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 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.