Sharon Kiker is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 66 and Series 63 designations and bringing 27 years of industry experience. She has worked with Nationwide Investment Services Corporation since 2023 and has been associated with 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 ProAccount assets and serves a large client base using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

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.

Andrew Panyik is a financial advisor with Money Concepts Capital Corp in Sunbury, OH, holding a Series 63 designation and 30 years of industry experience. He has been with Money Concepts Capital Corp since 2012. Panyik is also the owner of Panyik Financial, LLC, which operates as Money Concepts Wealth Management & Financial Planning Centre. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Leonard Marryott is a financial advisor at William Blair with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel Nicolaus & Co Inc, Morgan Stanley, Citigroup Global Markets, Legg Mason Wood Walker, and UBS Financial Services. Outside of his advisory role, he serves as President and Board Member of the Heart of Ohio Classical Academy. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm offers research-driven strategies across multiple asset classes and access to private funds and co-investment opportunities through its integrated platform.

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, holding Series 63 and Series 65 credentials and 28 years of industry experience. Her prior roles include positions at Fidelity Investments, CUNA Brokerage Services, Suncoast Credit Union, AXA Advisors, ICMA Retirement Corporation, and KeyBanc Capital Markets. 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, managing approximately $16.7 billion in ProAccount assets under discretionary management as of year-end 2025. The firm employs a scale-oriented, recordkeeper-driven model relying on independent financial experts for portfolio construction and serves a large client base of over 250,000 plan participants and sponsors.

Daniel Frizzell is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. He holds a Series 66 designation and has worked at Fifth Third Securities since 2017, following three years at CCO Investment Services Corp. Outside of his advisory role, he is involved in rental property ownership in the Westerville and Columbus, Ohio areas. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutions through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with integrated banking and advisory functions.

Christopher Rohan is a CFP® and ChFC® with 18 years of experience, currently affiliated with Guardian Life and its subsidiary Park Avenue Securities. He has worked at these firms since 2008. In addition to his advisory role, he offers insurance products other than those from Guardian when client needs require alternatives. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and proprietary and third-party investment solutions.

Robert Bilo is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Nationwide Investment Advisors since 2006 and has been affiliated with Nationwide Investment Services Corporation and Nationwide Insurance Company since the mid-1990s. 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 employs independent fiduciary experts to develop model portfolios and serves a large retail participant base within a family of affiliated financial companies.

Mark Altstaetter is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Columbus, Ohio, holding 25 years of industry experience. He has been with Equity Services since 2014 and also maintains longstanding roles with Dome Financial Services and Webb Insurance Agency, where he is responsible for life insurance accounts. Additionally, he works as a part-time sports writer for The Lima News. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, combining long-term strategies with options for shorter-term trading and specialized instruments, and manages a mix of discretionary and non-discretionary client assets.

David Fisher is a financial advisor at Guardian Life in Columbus, OH, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guardian Life since 2016. Fisher also manages financial power of attorney responsibilities for a family member and is involved with outside insurance product sales. Guardian Life, through its Park Avenue® Wealth Management subsidiary, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies and provides access to proprietary programs, third-party advisory solutions, and a range of financial planning and consulting services.

Mark Bucciere is a financial advisor with PlanMember Securities Corporation in Westerville, Ohio. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining PlanMember in 2021, he worked with PNC Funds Distributor LLC and PNC Capital Advisors, LLC from 2010 to 2019. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Christopher Mc Nally is an advisor at SPC with a Series 66 designation and three years of industry experience. He has previously worked at Gilliland Lee Financial Group, Inc. and KeyBank, and has a background that includes roles outside finance such as with the Southern Ohio Copperheads and Golf Galaxy. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management options.

Lior Assa is a CFP® with seven years of industry experience, currently advising at Nationwide Investment Advisors, LLC. His prior roles include positions at Nationwide Investment Services Corp, AE Wealth Management, Bank of America, Merrill Lynch, and Axos Financial. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, offering a scale-oriented, recordkeeper-driven model that manages approximately $16.7 billion in discretionary assets. The firm relies on independent financial experts for portfolio construction and focuses exclusively on plan participants and sponsors.

Andrew Ward is a financial advisor at Nationwide Investment Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Nationwide Investment Services Corp since 2018. Outside of his advisory role, he serves as president of the Old Trinity Evangelical Lutheran Church in Columbus, OH. 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 portfolio construction and manages a large number of retail participant accounts through its affiliation with Nationwide Trust Company and Nationwide Life Insurance Company.

Michael Scheiwe is a financial advisor at Key Investment Services LLC in Columbus, OH, holding Series 63 and Series 66 licenses with eight years of industry experience. His previous roles include four years at J.P. Morgan Securities LLC and a brief tenure at KFORCE. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers model-based advisory products through a multi-provider platform and integrates with KeyCorp affiliates to provide additional financial services.

Nicholas Disalle is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at VOYA Financial Advisors, Inc. since 2014. He previously worked at Voya Financial Partners, LLC from 2002 to 2011. In addition to his advisory role, he is an independent insurance agent. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, and corporate clients. The firm employs a combination of model portfolios, outside strategists, and technology-enabled tools to support client relationships, operating as both an SEC-registered investment adviser and a FINRA-member broker-dealer.