Michael Brown is a CFA® charterholder and holds a Series 66 license with 12 years of experience in the financial services industry. He is currently with Janney Montgomery Scott, where he has worked since 2023, following six years at PNC Investments. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Justin Guarino is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, Ohio, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Nationwide Investment Services Inc since 2019 and previously at Checks an Balances Inc. from 2018 to 2019. 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 serves around 270,000 retail participant accounts through discretionary and non-discretionary services.

Andre Reguinho is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 66 credentials and has 16 years of industry experience. Prior to joining Nationwide Investment Advisors, he worked at Merrill Lynch. 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 serves a large number of retail participant accounts within a family of affiliated financial companies.

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 at Nationwide Investment Advisors, LLC in Columbus, OH, with 35 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Nationwide Investment Services Corp and Wells Fargo Clearing. Johnson is also a board member of Prodigal Business Systems. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, relying on independent financial experts to develop model portfolios and employing a scale-oriented, recordkeeper-driven approach.

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 66, 63, and 65 designations and 19 years of industry experience. His career includes roles at Nationwide Investment Services Corporation and Nationwide Mutual Insurance, as well as a brief period at Morgan Stanley Dw Inc. He is based in Columbus, OH. 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 a large client base with a scale-oriented, recordkeeper-driven model that emphasizes outsourced portfolio construction and automated enrollment.

Sean Tuttle is a financial advisor with First Command Advisory Services in Columbus, OH, holding the ChFC® designation as well as Series 65 and Series 63 licenses. He has 18 years of industry experience, primarily with First Command since 2008. He is also president of an associated S Corporation, Sean A Tuttle Financial. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that use model portfolios and third-party managers selected by an internal Investment Management Team.

Robert Snyder is a financial advisor at Nationwide Investment Advisors, LLC with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Facet Wealth and Nationwide Investment Services Corporation. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance. The firm manages approximately $16.7 billion in discretionary assets under ProAccount and operates a large-scale, recordkeeper-driven model serving over 250,000 clients.

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 previously worked at Nationwide Investment Services Corporation and Nationwide Insurance Company. Nationwide Investment Advisors 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 using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

Bruce Hull is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. He holds a Series 63 designation and has prior experience with firms including Prudential Insurance Company of America and Lion Street Financial. Outside of advising, he owns ClearCo Restoration, a painting and power washing service business. Integrity Alliance, LLC serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm operates as a large advisor network managing approximately $5.4 billion in client assets and offers services such as portfolio management, financial planning, and third-party manager referrals through multiple investment platforms.

Justin Carras is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked with several firms including Educational Retirement Advisors and Alight Financial Solutions. Carras volunteers to provide financial education seminars for public employees in state and local education systems. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

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, holding Series 63 and Series 65 registrations and 28 years of industry experience. He has worked at Commonwealth Financial Network since 2009 and previously held positions at Citigroup Global Markets and Edward Jones. Hatfield is a 50% owner of Ranney-Hatfield, LLC, an entity managing a securities practice. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad range of managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Matthew Rizzo is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 registrations and 23 years of industry experience. His prior work includes roles at Merrill, PNC Capital Advisors, and PNC Funds Distributor. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and the Advice Program. The firm uses independent financial experts to develop model portfolios and serves a large client base with a scale-oriented, recordkeeper-driven approach.