Kevin Loch is a financial advisor with Steward Partners Investment Advisory, LLC in Johnstown, Ohio. He holds Series 63 and Series 66 licenses and has eight years of industry experience, including twelve years at Morgan Stanley prior to joining Steward Partners in 2026. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing investment advisory, financial planning, pension consulting, and managed account programs through both discretionary and non-discretionary portfolio management.

Matthew Jones is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Key Investment Services LLC, having joined in 2024. His prior roles include positions at The Huntington Investment Company, JPMorgan Securities LLC, and Charles Schwab. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model and integrates with KeyCorp affiliates to offer a range of advisory and investment services, primarily on a non-discretionary wrap-fee basis.

Mariah Wood is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 9 years of industry experience. She has been with Nationwide Investment Services Corp since 2017 and previously worked at The Ohio State University. Outside of her advisory role, Mariah is a self-employed artist based in Austin, Texas. 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 uses a scale-oriented, recordkeeper-driven model supported by independent financial experts for portfolio construction.

Ana Morris is a Series 66-licensed financial advisor with 26 years of industry experience. She is currently with Nationwide Investment Advisors, LLC and Nationwide Investment Services Corporation. Her prior work includes roles at Crump Life Insurance Services and Allstate Insurance Company. 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 with a scale-oriented, recordkeeper-driven model supported by outsourced portfolio construction and automated enrollment.

Flor Ortega Bolanos is a financial advisor at Nationwide Investment Advisors, LLC with 10 years of industry experience. She holds Series 65 and Series 63 credentials and has worked at Lincoln Financial Advisors and its affiliated entities from 2016 to 2025. Outside of her advisory role, she owns La Estancia de Abuelita LLC in Miami, FL. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing substantial assets through automated, model-driven programs like ProAccount. The firm serves a large client base with a scale-oriented, recordkeeper-driven approach that emphasizes outsourced portfolio construction and automated enrollment.

Robert Hutchinson is a financial advisor with Empower Advisory Group in Columbus, OH, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Charles Schwab and Co., Inc. and TD Ameritrade before joining Empower in 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Jordan Pinckney Jeffries is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at Gwfs Equities, Inc., MML Distributors, LLC, MassMutual, ADP Broker Dealer Inc., ADP LLC, and Jackson National Life Distributors, LLC. Outside of his advisory work, he is involved as a group trainer at West Kept Secret, Inc., a Pilates gym. Nationwide Investment Advisors, LLC specializes in providing investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm employs a scale-oriented, recordkeeper-driven model supporting over 250,000 clients with a focus on ERISA-covered plans and outsourced portfolio construction.

Donald Regan is a Series 66-licensed financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He has 13 years of industry experience and has been with Nationwide since 2014. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including 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.

Mike Miele is a financial advisor with PNC Wealth Management in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at PNC Investments, LLC, Integrity Funds Distributor, LLC, Cantor Fitzgerald, and TIAA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and third-party strategists to manage investments primarily via mutual funds and ETFs.

Jason Goncz is a financial advisor with Equity Services, Inc. in Columbus, OH, holding a Series 63 designation and 26 years of industry experience. His prior work includes several roles at firms such as Securities America, Arbor Point Advisors, Mass Mutual Life Insurance Company, and National Life Group. He is also involved with Dome Financial Services, Ltd. as an insurance agent. Equity Services, Inc., known as ESI Financial Advisors, 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 that combine long-term strategies with options for shorter-term trading and specialized instruments, utilizing both discretionary and non-discretionary account management.

Logan Meyer is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. He has been with Nationwide Investment Services Corporation since 2014. 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 for portfolio construction and serves as an ERISA fiduciary in certain contexts, managing a large number of retail participant accounts within a family of affiliated financial companies.

Thomas Ranney is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Commonwealth and Stoneworth Financial Group since 2009. He is also the owner of TEAK Wealth Strategies, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios, wealth management, and retirement plan consulting, while enabling advisors to construct client portfolios from a broad selection of securities and insurance products.

Jonathan Hardy is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Columbus, OH, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. He has been with Fifth Third Securities since 2019 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 institutions through investment advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, allowing clients to work with advisors to select tailored strategies such as mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

Rebekah Boone is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, Ohio, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. She previously worked at Fidelity Brokerage Services LLC and Nationwide Investment Services Company. Outside of her advisory role, she is a partner in a residential rental business involved in property renovation. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount, relying on independent financial experts to develop model portfolios. The firm manages approximately $16.7 billion in ProAccount assets and operates a scale-oriented model focused on recordkeeper-driven services.

Clayton Puckett is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and 16 years of industry experience. His work history includes multiple roles at Nationwide Investment Services Corporation and a period at HUB International. 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 number of retail participant accounts within a family of affiliated financial companies.

Robert Back is a financial advisor at Nationwide Investment Advisors, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked within various Nationwide entities since 2010, including Nationwide Investment Services Inc. since 2019. 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 approximately 270,000 retail participant accounts through a large advisor team within a family of affiliated financial companies.

Kimberly Wells is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Brookstone Capital Management LLC. She has worked with Brookstone since 2016 and previously at Young Wealth Management and Horter Investment Management. Her other business activities include providing comprehensive financial planning services that occasionally involve the sale of insurance products. Brookstone Capital Management offers fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of strategic asset-allocation models and investment vehicles, operating both a turnkey asset management platform and a wrap-fee program.

Gary Stentz is a CFA® charterholder with 15 years of industry experience, currently affiliated with Independent Financial Partners in New Albany, OH. He has worked at Cascade Investment LLC since 2015 and operates Stentz Law LLC since 2022. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving a broad client base and features a decentralized advisory model along with notable retirement-plan advisory and pension consulting capabilities.

Michael Beck is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. His prior positions include roles at Raymond James & Associates, Inc. and Transamerica Capital, Inc. Among his previous employers are several firms within the Transamerica group and Gwfs Equities, Inc. 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 uses independent financial experts to develop model portfolios and manages approximately $16.7 billion in discretionary assets under ProAccount as of the end of 2025.

Jillian Bowman is a financial advisor with Fifth Third Securities, Inc. She holds a Series 66 designation and has 24 years of industry experience. She has been with Fifth Third Securities since 2016. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.