Robert Hoffman is a CFA® charterholder with 21 years of industry experience. He has worked at MAI Capital Management, LLC since 2025 and previously spent 20 years at JW Coons Advisors, LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies across multiple asset classes, integrating financial planning and other services into many client relationships.

Kathleen Findeisen is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. Her work history includes positions at Icma Rc and Gwfs Equities, Inc. She is based in Columbus, Ohio. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants, utilizing programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm manages approximately $16.7 billion in ProAccount assets and employs a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

Christina Lessard is a Certified Financial Planner (CFP®) with 18 years of industry experience. She has worked at Nationwide Investment Services Corp since 2018 and previously spent 11 years at The Vanguard Group, Inc. She is based in Columbus, Ohio and holds Series 63 and Series 65 licenses. Nationwide Investment Advisors, LLC 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 engages independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Cian Nielsen Mayer is a financial advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 licenses and two years of industry experience. He has been with Fifth Third Securities since 2023 and has worked at Fifth Third Bank since 2015. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies to meet various risk profiles and investment preferences.

Matthew Zusel is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 credentials and 14 years of industry experience. His prior work includes roles at Nationwide Financial and Paychex, Inc. He is also the owner of an online eBay store, Z2Sports, which specializes in buying and selling sports cards. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner, managing significant assets under discretionary management. The firm employs a scale-oriented, recordkeeper-driven model and partners with independent financial experts for portfolio construction and investment recommendations.

Kevin Rayborn is a ChFC®-designated financial advisor with 22 years of industry experience. He has been with Nationwide Investment Advisors, LLC and Nationwide Investment Services Corporation since 2006. Based in Columbus, OH, he works within an enterprise firm that serves a large client base. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm manages approximately $16.7 billion in ProAccount assets under discretionary management and uses independent financial experts to develop model portfolios and investment lineups.

Matthew Ullmer is a financial advisor at Corient with six years of industry experience. He holds the Series 65 designation and has worked at Corient and related entities since 2022, as well as at Budros, Ruhlin & Roe from 2013 to 2023. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Christopher Waters is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior work includes roles at Nationwide Investment Services Corp, GWFS Equities, Planned Financial Services, LLC, and LPL Financial. Outside of finance, he is the owner and sole proprietor of Chris's Cookies and Desserts, a business he has operated since 2007. 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 employs independent fiduciary experts to develop model portfolios and serves a large retail participant base within a family of affiliated financial companies.

Tanner Singleton is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked with various firms, including Dupont Wealth Solutions and Central Ohio Financial Management Group. Singleton is also a licensed independent insurance agent focusing on fixed insurance products. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a platform approach that includes in-house model portfolios, third-party managers, and integration with Ameritas affiliates to offer a range of discretionary and non-discretionary investment solutions.

Karen Loomis is a financial advisor with First Command Advisory Services in Columbus, Ohio, holding a Series 66 designation and four years of industry experience. Prior to her current roles at First Command, she worked at NexFinancial Analytikos and the Defense Information Systems Agency. She is the owner of RBL Capital Company, an S-Corp supporting her independent contractor position at First Command, and serves as a trustee for her parents. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, with investment decisions made by a centralized Investment Management Team and Wealth Portfolio Managers using approved model portfolios and third-party managers.

Jeanna Clark is a CFP® with 17 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. She has previously worked at LEGATO Financial Group, Northwestern Mutual Investment Services, Robert Baird & Co., and J.J.B. Hilliard W.L. Lyons. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, Smart Alliance, and the Advice Program, managing approximately $16.7 billion in ProAccount assets as of December 31, 2025. The firm uses independent financial experts to develop model portfolios and focuses on a scale-oriented, recordkeeper-driven approach serving over 250,000 clients.

Jessica Rosen is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds a Series 65 designation and has seven years of industry experience. Her prior work includes roles at Nationwide Investment Services Corp, Voya Financial Advisors, Questar Capital Corporation, Questar Capital, and Ameriplan Financial. 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 for model portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Jared Quentin Davis is a financial advisor at Equity Services, Inc. with 10 years of industry experience. He holds a Series 63 designation and has worked at several firms, including National Life Group and IFS Financial Services. Outside of his advisory work, Davis serves on the board of a nonprofit religious organization and holds multiple roles at New Burlington Church of Christ, including associate minister, youth minister, and elder. He also writes communion meditations for the Christian Standard. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading, and manages both discretionary and non-discretionary client programs.

Mary Bohan is a financial advisor at Nationwide Investment Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Lincoln Investment and Nationwide Investment Services Corporation. Outside of her advisory role, she is a financial coach through her personal business in Evanston, Illinois. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice for ERISA 401(k) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and manages a large retail participant base within a group of affiliated financial companies.

Gregory Howard is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation and Series 65 and Series 63 licenses. He has 22 years of industry experience, including 16 years with Nationwide Investment Services Corporation. Outside of finance, he is a drummer in a band and owns The Howard Hotel, LLC in Columbus, Ohio. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets under its flagship ProAccount program. The firm focuses on a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

Venetia Abulaban is a financial advisor with The Huntington Investment Company in Columbus, OH, holding Series 63 and Series 65 credentials and having 40 years of industry experience. She has been with The Huntington Investment Company since 1994. While she does not have direct business activities outside of advising, her spouse owns and operates several fast food franchises and rental property ventures. 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 multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers and proprietary Private Bank portfolios.

Paul Riggert is a financial advisor with Fifth Third Securities, Inc. in Columbus, Ohio. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at Fifth Third Bank, Whole Foods Market, and Walmart. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account Platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, and is a wholly owned subsidiary of Fifth Third Bank.

Lareesa Haynes is a financial advisor at Janney Montgomery Scott with 16 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates and Morgan Stanley. 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 brokerage services, financial planning, consulting, and advisory programs.

Robert Eviston is a CFP® professional with 30 years of experience in the financial industry. He has worked at Nationwide Investment Services Corporation and Nationwide Insurance Co since 1988. Outside of his advisory role, he serves as the executor of a family estate. He is affiliated with Nationwide Investment Advisors, LLC, an enterprise firm that provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants. The firm employs independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.

Joseph Frederick II is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Voya Financial Advisors, Inc. and has held roles at Ascent Financial Partners and as a co-owner of J3, LLC, a financial services firm. He is also an independent insurance agent specializing in fixed insurance sales. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides financial planning, portfolio management, and consulting services through various program structures, primarily offering non-discretionary, recommendation-based advice.