Stephen Garrett is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company in Columbus, OH. He has worked at The Huntington Investment Company since 2014 and was previously with Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, including high-net-worth clients, as well as charitable organizations and corporations, offering advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model combining third-party and affiliate offerings, with advisory arrangements primarily based on percentage-of-assets wrap fees.

Denton Smith is a financial advisor at Nationwide Investment Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Nationwide Investment Services Corporation, Infinex Investments, and Community Bank of the Chesapeake. 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 base of retail participant accounts within a family of affiliated financial companies.

Joel Seckel is a CFP® and ChFC® with 30 years of experience in the financial services industry. He has been with Valic Financial Advisors since 2000 and also holds a position at Agia. Outside of his advisory work, he serves as President of the Morrow County Board of Developmental Disabilities, a volunteer role overseeing budgets and operations for a county agency serving developmentally disabled individuals. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Kerryl Johnson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. Her prior work includes roles at Nationwide Investment Services Corp, Wells Fargo Clearing, and Wells Fargo Advisors. She serves as a board member for Prodigal Business Systems, a role she has held since 2023. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and advisory services focused on ERISA 401(k), 403(b), and 457(b) plans. The firm employs independent fiduciary experts for portfolio construction and operates within a family of affiliated financial companies that provide custody, recordkeeping, and product services.

Jason Bowen is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, Gwfs Equities, Inc., Mml Distributors, LLC, and MassMutual. 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 for portfolio construction and serves a large number of retail participant accounts within a family of affiliated financial companies.

Jonathan Michaels is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and 19 years of industry experience. He has worked extensively within Nationwide-affiliated firms since 2010, including Nationwide Mutual Insurance and Nationwide Investment Services Corporation. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary ProAccount assets. The firm serves a large client base through a scale-oriented, recordkeeper-driven model, relying on independent financial experts for portfolio development and focusing exclusively on retirement plans rather than individual or charitable clients.

Sean Tuttle is a ChFC® and holds the Series 65 and Series 63 licenses. He has 18 years of experience in the financial services industry and has been with First Command Advisory Services since 2015. Prior to that, he was associated with First Command Insurance Services, Inc. and First Command Financial Planning, Inc. since 2008. He is also the president of Sean A Tuttle Financial, an S Corporation related to his advisory work. 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, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios and third-party managers from approved universes.

Robert Snyder is a financial advisor at Nationwide Investment Advisors, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Nationwide Investment Services Corporation and Facet Wealth. Prior to his advisory roles, he held various positions including at Randstad and was a student at Ohio State University. 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 employs a scale-oriented, recordkeeper-driven model that serves a large client base focused on retirement plans.

Harold Schafer Jr. is a financial advisor with Nationwide Investment Advisors, LLC, holding 27 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and has a long tenure at affiliated Nationwide entities dating back to 1990. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance, managing approximately $16.7 billion in ProAccount assets. The firm serves a large client base with a scale-oriented and recordkeeper-driven model, focusing exclusively on retirement plans rather than high-net-worth or corporate clients.

Justin Carras is a financial advisor at Transamerica Financial Advisors with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has held positions at multiple firms including Educational Retirement Advisors and Northwestern Mutual Wealth Management Company. Carras volunteers with Educational Retirement Advisors, providing financial education and literacy seminars to public employees in state and local education systems. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services including fee-based wrap programs, model portfolios, and commission-based insurance and brokerage products. The firm utilizes proprietary and third-party investment models, managing approximately $1.66 billion in discretionary assets as of late 2025.

William Henehan is a financial advisor with GWN Securities Inc. in Dublin, Ohio, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Royal Alliance Associates, Inc. since 1997. Outside of his advisory role, he serves as CEO of Henehan Financial Group, an insurance sales business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a variety of managed-account programs and model portfolios, including some legacy market-timing and momentum-based strategies.

Janis Halteman is a financial advisor with Commonwealth Financial Network based in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been affiliated with Stoneburner & Frank Wealth Management Group, Ltd. and Commonwealth Financial Network since 2008. 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 back-office support, including investment management, compliance, and technology, enabling advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Justin Bailey is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, Transamerica affiliates, Wells Fargo Clearing, and Yolo Federal Credit Union. Outside of his advisory work, he has been a rideshare driver for Lyft and Uber since 2016. 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 the end of 2025. The firm uses model portfolios developed by independent financial experts and serves a large client base via a scale-oriented, recordkeeper-driven approach focused on plan participants and sponsors.

Pik Ling Cheung is a CFA® charterholder with 10 years of industry experience. She has worked at MAI Capital Management, LLC since 2025 and previously spent 10 years at J.W. Coons Advisors, LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies, including equity and fixed income portfolios, and offers services such as financial planning, tax coordination, and trust and insurance administration.

Calvin Weaver is a financial advisor with Principal Financial Services holding a Series 66 designation. He has one year of industry experience and prior work history includes roles at Principal Securities, Principal Life Insurance Company, Huntington National Bank, and Nationwide Insurance. Weaver also served in the Ohio Air National Guard for eight years. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Daniel Hatfield is a financial advisor with Commonwealth Financial Network in Westerville, OH, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been associated with Ranney & Hatfield, LLC, Stoneworth Financial Group, and Commonwealth Financial Network since 2009. He is a 50% owner of Ranney-Hatfield, LLC, an entity created to run a securities practice. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios managed by its Investment Management and Research team, and provides operations, technology, compliance, and practice-management support to affiliated advisors.

Matthew Rizzo is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Nationwide Investment Services Corp since 2020 and has prior experience with PNC Funds Distributor, LLC and PNC Capital Advisors dating back to 2010. 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 for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Steven Schmittauer is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Nationwide Financial since 2006. 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 partners with independent fiduciary experts to develop model portfolios and serves a large client base through discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Jared Williams is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has been with Nationwide Investment Services Corporation since 2011. Outside of his advisory role, he serves as a referee and assistant referee for Montana youth soccer games. 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.

Candice Cataldi is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. She has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2002. 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 number of retail participant accounts within a family of affiliated financial companies.