James Altier is a financial advisor at The Huntington Investment Company with 25 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior work includes an 18-year tenure at JPMorgan Distribution Services Inc. The Huntington Investment Company serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party sub-managers and proprietary offerings, delivering diversified portfolio management through various wrap-fee programs on the Envestnet MAS platform.

Judd Beam Jr. is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has 14 years of industry experience. Prior to joining Stratos in 2023, he spent 11 years with Lincoln Financial Advisors Corporation. Stratos Wealth Partners serves a diverse range of individual and institutional clients, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, supporting discretionary and non-discretionary account management across multiple platforms.

Clayton Benton is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses. He has 23 years of industry experience and has been with Nationwide Investment Services Corporation since 2009. 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Kristopher Davis is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Nationwide Investment Services Corp and Great American Insurance Group. He owns a rental property in Lutsen, MN, which he manages on a limited, non-investment basis. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, leveraging independent financial experts to develop model portfolios implemented under discretionary arrangements. The firm manages approximately $16.7 billion in ProAccount assets and focuses on a recordkeeper-driven, scale-oriented approach.

Dylan Murphy is a financial advisor with The Huntington Investment Company in Columbus, OH, holding a Series 63 designation and five years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance, and The Huntington National Bank. Outside of finance, he serves as an assistant coach for the offensive line at Columbus Academy’s football team. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and businesses. The firm uses an open-architecture investment model that combines third-party sub-managers and proprietary Private Bank models, offering a range of wrap-fee programs and brokerage services.

Matthew Ring is a CFP® with 17 years of experience in the financial services industry. He is currently with Nationwide Investment Advisors, LLC and has been affiliated with Nationwide Investment Services Corporation and Tailored Management since 2008. 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 partners with independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

David Bazzel is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation and Series 66 license, and has 20 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Chase Investment Services Corp., and Ameriprise. Outside of advising, he is co-owner of Beach State of Mind, a non-investment-related business, and serves as president and board member of Westtown Church in Tampa, FL. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing programs such as ProAccount, which had approximately $16.7 billion in assets under management as of December 31, 2025. The firm’s approach involves relying on independent financial experts for portfolio construction and serves a large client base through a scale-oriented, recordkeeper-driven model.

Dean Danison is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He previously operated Danison & Associates, Inc. for 27 years. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Martin Burch is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Nationwide Investment Services Corp since 2012. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including ERISA 401(k) plans and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and serves a large client base within a family of affiliated financial companies.

Ronald Leclair is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Nationwide Investment Services Corporation since 2001. Nationwide Investment Advisors specializes in providing 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 client base through discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Carrie Reynolds is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH. She holds a Series 66 designation and has 25 years of industry experience, including 21 years with Fifth Third Securities. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs on the Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Lorraine Rodriguez is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 66 designations and bringing 23 years of industry experience. Her prior work history includes positions at Fidelity Investments and ICMA-RC. 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 employs a scale-oriented, recordkeeper-driven model serving over 250,000 clients with a focus on fiduciary responsibilities and outsourced portfolio construction.

Jim Montgomery is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Citizens Bank, Citizens Securities Inc., Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Resources. He is also a Notary Public. 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 employs a scale-oriented, recordkeeper-driven model and works with independent financial experts to develop model portfolios that it implements under discretionary or non-discretionary arrangements.

Felipe Mora is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Jefferson National Securities Corporation, Jefferson National Financial Corp, Jefferson National, and Equian-Trover. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions for ERISA 401(k) plans and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

John Kendall is a financial advisor at Nationwide Investment Advisors, LLC with 27 years of industry experience. He holds the Series 66 designation and has been with Nationwide Investment Advisors since 2006, following his earlier tenure at Nationwide Investment Services beginning in 2000. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including ERISA 401(k) plans and public 403(b)/457(b) plans. The firm employs independent fiduciary experts for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Sonia Brinkman is a financial advisor with Corient in Columbus, OH, holding a Series 65 credential and 11 years of industry experience. Her work history includes roles at Budros, Ruhlin & Roe and CIPW Service Company, with her current tenure at Corient spanning from 2022. Corient provides investment advisory and financial planning services to a diverse client base, including individual, high-net-worth, trust, pension, charitable, and corporate clients. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party solutions and employs risk management tools and alternative investment options where appropriate.

Douglas Ewing is a CFP® with 22 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. He previously worked at Transamerica Capital Inc. from 2012 to 2019. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k), 403(b), and 457(b) plans. The firm partners with independent fiduciary experts to develop model portfolios and manages a large retail participant base within a family of affiliated financial companies that support custody, recordkeeping, and product services.

Ashley Barnes is a financial advisor at The Huntington Investment Company with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at the firm since 2015. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers, affiliate models from its Private Bank, and Envestnet overlay services.

Ronald Wyant Jr. is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Nationwide Investment Services Corporation since 2016. 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, managing approximately $16.7 billion in ProAccount assets. The firm uses independent financial experts to develop investment models and serves a large client base through a scale-oriented, recordkeeper-driven approach focused on plan participants and sponsors.

Egidio Difazio is a financial advisor at The Huntington Investment Company with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Huntington since 2004. The Huntington Investment Company serves individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities, offering advisory and brokerage services through multiple wrap-fee programs and an open-architecture investment model.