Jamie Bressler is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds the Series 66 designation and has been with PNC Investments since 2012. Outside of his advisory role, he is the owner of Humble Bee Boutique. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes approved model strategies executed through mutual funds and ETFs, with algorithm-driven portfolio recommendations and annual rebalancing.

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.

Katherine Waltner is a financial advisor at The Huntington Investment Company with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Hornor, Townsend & Kent, LLC, PNC Investments, Parkland Securities, SPC, and Sigma Financial Corporation. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals including high-net-worth clients, charitable organizations, and corporations with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party and affiliate portfolio management solutions.

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 Series 65 and Series 63 licenses and has worked at firms including Morgan Stanley, Equitable Advisors, and AXA Advisors. He is currently based in Columbus, OH. 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 utilizes outsourced portfolio construction and automated enrollment to serve a large client base focused on ERISA-covered plans.

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 CFP® with 26 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. He has been with Nationwide Investment Services Corp since 2012. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner. The firm manages approximately $16.7 billion in ProAccount assets and serves a large client base through a scale-oriented, recordkeeper-driven model that relies on outsourced portfolio construction and automated enrollment.

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® with seven years of industry experience, currently serving as a financial advisor at Corient in Columbus, OH. His prior roles include positions at Wellspring Family Office and Plante Moran Financial Advisors. 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 employs a goals-based, team investment approach combining in-house strategies with third-party managers, utilizing risk management tools and alternative investment options where 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.

Nicholas Calendine is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fifth Third Securities since 2022, with prior experience at Fifth Third Bank and Resource International. Outside of finance, he is involved in a carpentry business. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options that include advisor-directed models, separately managed accounts, and unified programs featuring third-party portfolio managers and tax-overlay services.

Donald Mckell is a financial advisor at Lincoln Investment with 39 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017. Prior to that, he was with Legend Equities Corporation for six years and has maintained long-term involvement with Horizon Telecom and Ke-Wa-Pa. Lincoln Investment serves individuals, charitable organizations, businesses, and many employer-sponsored retirement plans with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory services, employing both strategic and tactical investment approaches across discretionary and non-discretionary programs.

Garret Venetta is a financial advisor at &PARTNERS with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Venetta serves on the budget team of Violet Baptist Church, contributing to the review and planning of the church’s annual expenses. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, employing a range of proprietary and third-party strategies through the Envestnet platform and NFS clearing arrangements.

Joseph Cain is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. He has been with Nationwide Investment Services Corporation since 2011. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering advisory services 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 employs a scale-oriented, recordkeeper-driven model that leverages independent financial experts for portfolio construction.

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 at Guardian Life with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America. Outside of his advisory role, he provides tennis instruction to individuals of all ages and abilities. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

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.