Jeanna Clark is a CFP®-credentialed financial advisor with 17 years of industry experience, currently with Nationwide Investment Advisors, LLC in Columbus, OH. Her career includes roles at Northwestern Mutual Investment Services, Robert Baird & Co., and J.J.B. Hilliard W.L. Lyons. Nationwide Investment Advisors primarily serves 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 discretionary ProAccount assets as of the end of 2025. The firm employs a scale-oriented model focused on plan participants and sponsors, utilizing outsourced portfolio construction and automated enrollment features.

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 with Equity Services, Inc. (ESI Financial Advisors) in Columbus, OH, holding a Series 63 designation and with 10 years of industry experience. His prior work includes roles at National Life Group, IFS Financial Services, and Touchston Securities. Outside of his advisory role, he serves as an elder and board member for the New Burlington Church of Christ and writes communion meditations for the Christian Standard. 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 incorporating third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

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 along with Series 65 and Series 63 licenses, and has 22 years of industry experience. He has been with Nationwide Investment Services Corporation since 2010. Outside of his advisory role, Howard 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 through its ProAccount program. The firm employs a scale-oriented, recordkeeper-driven approach with outsourced portfolio construction and automated enrollment, serving a large client base focused exclusively on retirement plans.

Paul Riggert is a financial advisor at Fifth Third Securities, Inc. based in Columbus, Ohio. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Fifth Third Securities in 2021, he worked at Fifth Third Bank, Whole Foods Market, and Walmart. Fifth Third Securities, Inc. serves individual and institutional clients through both advisory and brokerage services, offering a range of investment programs on its Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a client base that includes high-net-worth individuals, corporations, trusts, and retirement accounts.

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® with 31 years of industry experience, currently serving at Nationwide Investment Advisors, LLC in Columbus, OH. He has been associated with Nationwide Investment Services Corporation and Nationwide Insurance Co since 1988. Outside of his advisory role, he acts as executor of a private estate. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, managing approximately $16.7 billion in ProAccount assets as of December 31, 2025. The firm utilizes independent experts for portfolio construction and focuses on a scale-oriented, recordkeeper-driven model serving over 250,000 clients.

Joseph Frederick II is a CFP®-credentialed financial advisor with 27 years of industry experience. He is currently with VOYA Financial Advisors, Inc. and has held positions at Ascent Financial Partners and J3, LLC, where he is a co-owner. He is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporates. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of in-house and third-party strategies, often managing accounts on a non-discretionary basis.

Terry Kelley is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses and over 22 years of industry experience. His prior roles include positions at Equitable Advisors, AXA Advisors LLC, JP Morgan Securities, and Western Southern. He volunteers as an assistant varsity basketball coach for the girls' team at Pickerington High School. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, and corporate clients through a large network of advisors. The firm combines in-house and external strategists with technology-enabled tools to deliver mostly non-discretionary investment services alongside selective discretionary portfolio management.

Anna Michaelson is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. Her prior roles include positions at Continental General Insurance, PNC Investments LLC, and Lincoln Financial. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and uses a multi-provider model that includes portfolio management from Envestnet, Key Wealth Chief Investment Office, and third-party managers.

Syria Cribbs is a financial advisor at Nationwide Investment Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and has worked at firms including J.P. Morgan Securities LLC and Wells Fargo Clearing Services LLC. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, utilizing independent financial experts to develop model portfolios and focusing on a scale-oriented, recordkeeper-driven approach.

Guadalupe Ayala is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been with Nationwide Investment Services Company 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Brandon Dempsey is a CFP® with eight years of industry experience, currently serving as an advisor at Corient in Columbus, OH. His prior work includes roles at Budros, Ruhlin & Roe and Hamilton Capital, among others. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investments where appropriate.

Michael Landolt is a financial advisor at Voya Financial Advisors, Inc. in Columbus, Ohio, with 27 years of industry experience. He holds a Series 66 designation and has been with Voya Financial Advisors since 2014, previously working at Voya Financial Partners, LLC from 2002 to 2011. Outside of advising, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services, combining in-house and third-party strategies with technology-enabled tools to manage both discretionary and non-discretionary client accounts.

David Cortez is a financial advisor with First Command Advisory Services in Columbus, Ohio, holding Series 63 and Series 65 designations and having two years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and Edward Jones. 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 offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using model portfolios and third-party managers from approved lists.

Renee Coil is a financial advisor at Valic Financial Advisors with 26 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at firms including Wells Fargo Clearing, Morgan Keegan & Company, and Ameriprise. Outside of her advisory role, she is an agent for non-securities insurance products with Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing technology and model solutions to support a high client count per advisor.

Deborah Turner is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 22 years of industry experience, including 20 years at Nationwide Investment Advisors and 22 years at Nationwide Investment Services Corporation. Outside of her advisory role, she is a co-owner of R & D Real Estate Properties and Services, LLC, based in Charlotte, NC. 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 serves a large retail participant base within a family of affiliated financial companies.

Joel Hunter is a CFP®-credentialed financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. His prior work includes roles at Kovitz Investment Group Partners, Kovitz Securities, and Trinity Financial Advisors. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management, advisory, financial planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Morgan Cocozello is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Nationwide Investment Advisors, Morgan worked at Nationwide Investment Services Corporation and held various roles including positions at Whole Foods Market and The Ohio State University. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, managing assets through programs like ProAccount, which reported approximately $16.7 billion in discretionary assets as of the end of 2025. The firm uses independent financial experts to develop model portfolios and focuses on a scale-oriented, recordkeeper-driven service model.