David Bazzoli is a financial advisor with The Huntington Investment Company in Columbus, OH. He holds the Series 66 designation and has 19 years of industry experience. Prior to his current tenure at Huntington, he worked at Morgan Stanley Smith Barney LLC from 2016 to 2017. 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 uses an open-architecture model incorporating third-party sub-managers and proprietary Private Bank models, offering multiple wrap-fee programs on the Envestnet MAS platform.

James Anderson is a financial advisor at The Huntington Investment Company with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at PNC Investments and Extended Travel. He serves as a board member and secretary of his condo association in Dublin, Ohio. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers with proprietary Private Bank strategies.

James Bowman is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for eight years before joining Janney in 2022. Bowman serves as Board Chairman of the Yellowill Foundation, a nonprofit focused on raising funds and awareness for Ewing Sarcoma research. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing around $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, charitable organizations, and municipal clients, offering brokerage, financial planning, and advisory services that combine in-house portfolio management with third-party managers across multiple programs.

Erick Primero is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Fifth Third Bank, Parkland Securities, and Nationwide Investment Services Corporation. 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 bank affiliation with municipal-advisor registration and provides multiple discretionary managed-account options, including direct indexing and tax-overlay services.

Laura Ingle is a financial advisor with PNC Wealth Management in Columbus, Ohio. She holds a Series 66 designation and has five years of industry experience, previously working at J.P. Morgan Securities LLC and Morgan Stanley. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital account available by invitation to employees. The firm uses algorithmic risk assessment and approved model strategies managed by PNC or third parties, primarily investing in mutual funds and ETFs with annual rebalancing.

John Schuman is a CFP® and holds a Series 65 license, with 24 years of industry experience. He has worked at Budros, Ruhlin & Roe for 22 years and has been with Corient since 2022, including its affiliate Corient Services LLC since 2023. 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 uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions, employing continuous portfolio monitoring and risk management tools.

Levarn Clay is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been with Nationwide Investment Services Inc. 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 to develop model portfolios and serves a large retail participant base within a family of affiliated financial companies.

Jean Wing is a financial advisor at The Huntington Investment Company with 20 years of industry experience. She holds a Series 66 designation and has worked at The Huntington Investment Company since 2010. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture model that incorporates third-party sub-managers and proprietary Private Bank models.

Mauricio Juarez Flores is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at JP Morgan Securities LLC and BMO Harris Bank, N.A. 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 discretionary assets and serves a large number of clients through a scale-oriented, recordkeeper-driven model relying on independent financial experts for portfolio construction.

Oleg Prozapas is a financial advisor at Nationwide Investment Advisors, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Nationwide Investment Services Corporation, Randstad, Primerica Advisors, and Buckeye Corner, among others. 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 serves a large client base within a family of affiliated financial companies.

Andrew Diano is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Since 2014, he has been associated with 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Jeramy May is a financial advisor with Janney Montgomery Scott in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Janney in 2018, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2009 to 2018. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage services, financial planning, and advisory programs.

Nicholas Roddy is a financial advisor with Transamerica Financial Advisors possessing seven years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and various affiliated entities. Roddy is also involved in the sale of insurance and annuity products through companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party models, providing a range of discretionary and non-discretionary investment programs.

Benjamin Kuhn is a Series 66-licensed financial advisor at Key Investment Services LLC with two years of industry experience. He has worked at Key Investment Services LLC since 2023 and previously held roles at KeyBank NA, Huntington Bank, and Chase Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolio offerings, and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Amber Peters is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at Nationwide Investment Services Corporation since 2007 and is involved in multiple business activities, including managing The Riverside Theater Bar in Milwaukee. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, with a focus on ERISA 401(k) and public 403(b)/457(b) plans. The firm employs independent fiduciary experts to develop model portfolios and serves a large retail participant base through a network of 335 advisors.

Patrick Walsh is a financial advisor at Nationwide Investment Advisors, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Nationwide Investment Services Corporation since 2023. Outside of advisory services, he has a long-term involvement in real estate through roles with JC Penny Realty and American Homes Rental & Management. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants through programs such as ProAccount, which had approximately $16.7 billion in discretionary assets under management as of December 31, 2025. The firm uses a scale-oriented, recordkeeper-driven model supported by independent financial experts to offer model portfolios and automated enrollment features aimed at ERISA-covered plans.

Kevin Seimet is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 credentials and bringing 34 years of industry experience. He has worked with Nationwide Investment Services Corporation and Nationwide Insurance Company since 1991. 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 manages substantial assets under its primary discretionary offering and employs independent experts to develop model portfolios within a scale-oriented, recordkeeper-driven framework.

Devon Henry is a CFP® and Series 65-registered advisor with Mariner in Columbus, OH. He has seven years of experience in the financial industry, including roles at Fifth Third Bank and First Commonwealth Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, with an emphasis on discretionary, customized portfolios supported by a robust investment team and integrated tax and accounting capabilities.

Matthew Roberson is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Nationwide Investment Services Corp since 2018, following four years at Nationwide Securities, LLC. Outside of his advisory role, he serves as an independent contractor for Ring Limited. 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 retail participant base within a family of affiliated financial companies.

Hannah Mc Kinley is a financial advisor with Empower Advisory Group in Columbus, OH, holding Series 66 and Series 63 licenses and two years of industry experience. Her prior roles include positions at J.P. Morgan Chase & Company and Tampa Financial Group. Outside of her advisory work, she serves as Assistant Treasurer for the nonprofit Church of the Living God International Inc. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates financial planning with its recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.