Clayton Puckett is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and 16 years of industry experience. His work history includes multiple roles at Nationwide Investment Services Corporation and a period at HUB International. 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 within a family of affiliated financial companies.

Robert Back is a financial advisor at Nationwide Investment Advisors, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked within various Nationwide entities since 2010, including Nationwide Investment Services Inc. since 2019. 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 approximately 270,000 retail participant accounts through a large advisor team within a family of affiliated financial companies.

Kimberly Wells is a CFP® and holds a Series 65 license, with 14 years of industry experience. She has been with Brookstone Capital Management LLC since 2016 and also maintains a role at Young Wealth Management since 2013. Her prior experience includes four years at Horter Investment Management, LLC. Wells provides comprehensive financial planning services that sometimes include the sale of insurance products such as life insurance, long-term care, and annuities. Brookstone Capital Management is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning through a turnkey asset management platform and a wrap-fee program, with investment management primarily delivered on a discretionary basis via model portfolios, unified managed accounts, and separately managed accounts.

Gary Stentz is a CFA® charterholder with 15 years of industry experience, currently affiliated with Independent Financial Partners in New Albany, OH. He has worked at Cascade Investment LLC since 2015 and has been involved with Stentz Law LLC since 2022. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm offers a decentralized advisory model with multiple management options and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Michael Beck is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. His prior work includes roles at Raymond James & Associates, Inc., Transamerica Capital, Inc., and Gwfs Equities, Inc. 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 manages approximately $16.7 billion in ProAccount assets under discretionary management and focuses on a scale-driven, recordkeeper-oriented model that serves a large client base through outsourced portfolio construction and automated enrollment.

Michael Titus is a financial advisor at Citizens Securities, Inc. in Columbus, Ohio, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with Citizens Securities since 2016. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings have included a digital advisory program utilizing ETF-based portfolios managed through proprietary algorithms, as well as a Managed Account program.

Elisha Roberts Cofer is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds Series 63 and Series 66 designations and has 26 years of industry experience. His prior work includes roles at Nationwide Investment Services Corp and The Huntington National Bank and The Huntington Investment Company. Outside of his advisory work, he is a 10% owner of Cofer Consulting Solutions LLC, where he supports entry talent management by assisting the company president. 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 manage portfolios and provides both discretionary and non-discretionary services within a family of affiliated financial companies.

Macallan Hewitt is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 designations and seven years of industry experience. Prior to joining Nationwide Investment Advisors, he worked at Nationwide Investment Services Corporation and Ameritas Investment Corp and Life Insurance Corp. Hewitt also has a background with MDT Advisers and Northeastern University. Nationwide Investment Advisors primarily provides investment advisory services to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary ProAccount assets as of December 31, 2025. The firm employs a scale-oriented, recordkeeper-driven model that leverages independent financial experts to develop model portfolios and serves a large number of clients through automated enrollment and outsourced portfolio construction.

Mark Haimerl is a financial advisor with Ameritas Advisory Services, LLC, based in Columbus, Ohio, with 18 years of industry experience. He has held roles at firms including DeVerna & Co Financial and Creative Financial Partners. Haimerl also owns The Wealth Lab and Central Ohio Financial Management Group, both fee-based advisory practices serving clients in central Ohio. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Shane Teach is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and eight years of industry experience. He has been with Huntington since 2014. Outside of his advisory role, Shane streams football video games on Twitch, where he engages with viewers through live gameplay and interactive discussions. The Huntington Investment Company serves individuals, high-net-worth clients, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment approach combining third-party sub-managers and proprietary models, offering multiple wrap-fee programs through the Envestnet MAS platform.

Anthony Flowers is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and 13 years of industry experience. He previously worked at Axa Advisors, LLC from 2013 to 2018 before joining Nationwide Investment Services Corp in 2018. 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 utilizes independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Alexander Dillmann is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His career includes roles at Nationwide Investment Services Corporation, MML Investors Services, LLC, and MassMutual Life Insurance Company. Dillmann also served in the Ohio House of Representatives in 2019. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, managing about $16.7 billion in discretionary assets. The firm uses a scale-oriented, recordkeeper-driven model supported by independent financial experts for portfolio construction and focuses exclusively on plan participants and sponsors.

John Roesch is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding 38 years of industry experience. He has been with VOYA Financial Advisors since 2014. In addition to his advisory role, he is also an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a broad client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers investment advisory, brokerage, financial planning, and retirement plan services through a combination of model portfolios, third-party managers, and both discretionary and non-discretionary programs.

Michael Brunner is a financial advisor at The Huntington Investment Company with 16 years of industry experience. He holds a Series 66 designation and previously worked for Nationwide Investment Services Corp. Since 2022, he has served as an advisory board member for the nonprofit organization Run the Race. 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 a range of wrap-fee programs using an open-architecture investment model that combines third-party sub-managers with proprietary private bank strategies.

Shannon Arias is a financial advisor with Fifth Third Securities, Inc. in Newark, Ohio, holding Series 63 and Series 66 credentials and 19 years of industry experience. Her career includes multiple tenures at Fifth Third and Charles Schwab, spanning roles in both firms since 2007. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

John Bennett is a ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Nationwide Investment Advisors, LLC since 2006 and has worked at Nationwide Investment Services Corp. since 2000. Outside of his advisory role, Bennett holds a part-time position at Nordstrom. 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 manages a large number of retail participant accounts within a family of affiliated financial companies.

Michael Thacker is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed long-term care, disability, and life insurance sales and service. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm utilizes a combination of model portfolios and manager-driven sleeves, delivering both discretionary and predominantly non-discretionary investment guidance through various advisory programs and maintains an integrated advisory and broker-dealer platform.

Michael Capobianco is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, Prudential Insurance Company of America, Santander Bank, and Merrill. Outside of his advisory career, he owns and manages a commercial building painting and coating business and works as an Uber Eats driver. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a range of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

Kimberley Rumple is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. She previously worked at GWFS Equities, Inc. for 10 years before joining Nationwide Investment Services Corporation. 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 number of retail participant accounts within a family of affiliated financial companies.

Thomas Ryan is a financial advisor at Nationwide Investment Advisors, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes positions at Nationwide Investment Services Corporation, Park Avenue Securities, Guardian Life Insurance Company, and Paychex Securities 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 operates a scale-oriented, recordkeeper-driven model and relies on independent experts for portfolio construction, managing approximately $16.7 billion in ProAccount assets under discretionary management.