Gayge Carroll is a financial advisor at The Huntington Investment Company with three years of industry experience. She holds a Series 66 credential and has previously worked at AGIA, Valic Financial Advisors, and PNC Bank. Outside of her advisory work, Carroll owns Moss & Marble Candles L.L.C., an e-commerce and local flea market business that produces and sells various candle products. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, and corporations with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party and proprietary investment strategies.

Thomas Nawrocki is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 66 and Series 63 designations and bringing 28 years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, GWFS Equities, Inc., MML Distributors, LLC, and MassMutual Life Insurance Company. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary ProAccount assets. The firm serves a large client base through a scale-oriented, recordkeeper-driven model, relying on independent experts for portfolio construction and automated enrollment features.

Rance Edwards is a CFP® with 10 years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. His prior experience includes roles at J.P. Morgan Securities, Morgan Stanley, USAA Financial Advisors, and Ameriprise Financial Services. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice focused on ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and operates within a family of affiliated financial companies that provide custody, recordkeeping, and product services.

Kimberly Popoff is a Series 66-licensed financial advisor with 12 years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC since 2026. Her work history includes roles at Nationwide Investment Services Corporation, Voya Financial, OneAmerica Securities, American United Life, and Wells Fargo Advisors. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm employs a scaled, recordkeeper-driven model serving over 250,000 clients with roughly 398 advisors, focusing on plan participants and sponsors using outsourced portfolio construction and automated enrollment.

Michael Domino is a financial advisor with Lincoln Investment in Columbus, OH, holding a Series 63 designation and bringing 24 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent six years with Legend Equities Corporation. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and various model portfolio options, managing about $22.9 billion in advisory assets through both discretionary and non-discretionary programs.

John Mccorkle is a financial advisor at MAI Capital Management, LLC with 20 years of industry experience. He previously worked for J.W. Coons Advisors, LLC for 13 years before joining MAI Capital Management in 2025. He holds the Series 63 and Series 66 designations. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies and integrates financial planning and tax services into client relationships.

Daniel Fowler is a financial advisor at Nationwide Investment Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including USI Securities, GWFS Equities, and MassMutual. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, using programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm manages approximately $16.7 billion in ProAccount assets and operates a scale-oriented model focused on recordkeeper-driven solutions and outsourced portfolio construction.

Matthew Casey is a financial advisor with Independent Financial Partners in New Albany, OH, holding a Series 66 designation and four years of industry experience. He previously worked at Cambridge Investment Research Inc. and Capital Financial Group. Outside of his advisory work, Casey owns AnchorPoint Wealth, a planning and advisory service operating as a DBA. Independent Financial Partners is a nationwide firm that provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm offers a decentralized model with various investment strategies and notable capabilities in retirement-plan advisory and pension consulting.

Guy Gohn is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 14 years of industry experience. He has been associated with ASC Financial Group, LLC since 2015 and with American Senior Coordinators, LLC since 2011, where he serves as an associate independent contractor. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, and offers investment management primarily on a discretionary basis using a variety of strategies and models.

Gareth Ward is a financial advisor at Nationwide Investment Advisors, LLC with 13 years of industry experience. He holds the Series 65 and Series 63 designations and has been with Nationwide Investment Services Corp since 2013. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm uses independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven model focused on retirement plans.

Jasmine Adams is a financial advisor at Nationwide Investment Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including JP Morgan Securities LLC, Transamerica Investors Securities Corporation, and Valic Financial Advisors. 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 for portfolio construction and serves a large number of retail participant accounts within a family of affiliated financial companies.

Janice Nichols is a financial advisor at Nationwide Investment Advisors, LLC with 16 years of industry experience. She holds the Series 66 designation and has worked at Nationwide Investment Services Corporation since 2014. 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 for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Sharon Kiker is a financial advisor at Nationwide Investment Advisors, LLC with 27 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at Nationwide Investment Services Corporation since 2023, as well as at TIAA and TIAA-CREF since 2013. 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 discretionary ProAccount assets and serves a large client base using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

Garica Brown Cremeans is a Series 66 licensed financial advisor with eight years of industry experience. She is currently with The Huntington Investment Company, having joined in 2026 after roles at Charles Schwab, Bank of America, Merrill, JPMorgan Chase, New York Life Insurance, and The Martin Law Firm. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering a range of wrap-fee programs through an open-architecture platform that combines third-party and proprietary investment models.

William Redihan is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Nationwide Investment Services Corp since 2000. Outside of his advisory role, he works as a driver for Mercedes Cab Company in Orleans, MA. 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Steven Mahn is a financial advisor at Nationwide Investment Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Nationwide Investment Services Corp since 2017, following brief periods at Edward Jones and Service Uniform. Outside of his advisory role, he also works as an Uber driver. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm manages approximately $16.7 billion in ProAccount assets and utilizes independent financial experts to develop investment models, serving a large client base with a scale-oriented, recordkeeper-driven approach.

Peggy Slaughter is a CFP® professional with 23 years of industry experience, currently with Steward Partners Investment Advisory, LLC. Her prior roles include positions at Raymond James Financial, Saling Simms Associates, and Level Four Financial. She is also involved in a non-investment business assisting with qualified retirement plans and defined benefit policy renewals. Steward Partners Investment Advisory, LLC is an SEC‑registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through discretionary and non-discretionary portfolio management programs.

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.