Matthew Gagnon is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with TIAA and TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm operates a fiduciary model combining point-in-time financial planning with ongoing portfolio management through customizable and model-based managed accounts.

Eldon Malone II is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and has worked at Nationwide Investment Services Corporation since 1997. 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 employs independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Jeffrey Harper is a financial advisor with Principal Financial Services and holds Series 63 and Series 66 credentials. He has 31 years of industry experience, including prior roles at Waddell & Reed, Inc. From 2025, he serves as Managing Partner at Lake Forest Financial Advisors. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Christopher Greene is a financial advisor with Nationwide Investment Advisors, LLC and holds Series 63 and Series 66 designations. He has eight years of industry experience, including prior roles at Nationwide Investment Services Corporation, MMl Distributors, MassMutual, John Hancock Distributors LLC, and State Farm. 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 serves a large client base with a scale-oriented model, relying on independent financial experts for portfolio construction and focusing exclusively on plan participants and sponsors.

Gerald Childs is a financial advisor at Nationwide Investment Advisors, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Nationwide Investment Services Corporation, W&S Brokerage Services, and The Prudential Insurance Company of America. Outside of finance, he owns and operates G's Trees, a business unrelated to investment services. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering advisory programs such as ProAccount and My Investment Planner. The firm manages approximately $16.7 billion in discretionary assets through a scale-oriented model that relies on outsourced portfolio construction and automated enrollment features.

Graham Hickey is a financial advisor at Nationwide Investment Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has prior experience at Ameriprise and Nationwide Investment Services Corporation. Outside of financial advising, he is involved in managing an Airbnb rental and had a role with Therepairdepot.com. 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 uses independent financial experts to develop model portfolios and serves a large client base primarily within retirement plan contexts.

Eric Bordonaro is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 credentials and bringing 17 years of industry experience. He has been associated with Nationwide Investment Services Corporation since 2008. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm manages approximately $16.7 billion in ProAccount assets and serves a large client base through a model focused on scale, automated enrollment, and outsourced portfolio construction.

Richard Galzarano is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2014, and prior to that was with PRUCO Securities, LLC. Outside of his advisory role, he serves as a board member for the North Columbus Jaycees, a community organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers offering financial planning, advisory programs, and retirement plan consulting. The firm operates a dual-registered advisory and broker-dealer platform, managing both discretionary and non-discretionary assets with approximately $8.37 billion in discretionary assets under management as of December 31, 2025.

James Corbett Jr. is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® designation and Series 63 and 65 licenses. He has 15 years of industry experience and has been with Nationwide Investment Services Corporation since 2014. Nationwide Investment Advisors specializes in providing 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 uses independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Corbin Jones is a financial advisor at Kestra Advisory with a Series 65 credential and one year of industry experience. His prior work includes roles at Buckley Financial Planning and N. Wasserstrom, as well as eight years at Vineyard Columbus Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary services, plan design, employee education, and access to multiple management platforms. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Brook Sharp is a financial advisor at Nationwide Investment Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Nationwide Investment Services Corp since 2019. His prior roles include positions at Tailored Management, Jimmy Johns, and A Sharp Staffing, as well as involvement with BGSU Graduate and Executive Programs in Business. 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 approximately $16.7 billion in ProAccount assets and operates a scale-oriented, recordkeeper-driven model that serves over 250,000 clients.

Robert Gill is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 designations with 24 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation and T. Rowe Price. 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 utilizes independent financial experts to develop model portfolios and focuses on a scale-oriented, recordkeeper-driven approach serving a large client base with an emphasis on ERISA-covered plans.

Daniel Smyth is a financial advisor at Citizens Securities, Inc. in Columbus, OH, holding a Series 66 license with three years of industry experience. Prior to joining Citizens Securities, he worked at Morgan Stanley and DoorDash among other roles. Outside of his advisory work, Smyth operates a Twitter account focused on memes and football news. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory, brokerage, and insurance services. The firm’s offerings include a digital advisory program utilizing proprietary algorithms and discretionary portfolio management, alongside commission-based brokerage services.

Michael Kline is a CFP® professional with 13 years of experience in financial advisory roles. He is currently with Corient in Columbus, OH, where he has worked since 2022. His prior experience includes a 19-year tenure at Budros, Ruhlin & Roe. 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 employs a goals-based, team investment approach that integrates in-house strategies and third-party managers, utilizing risk management tools and offering specialized services such as family office and trustee solutions.

Amy Riggs is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked with Nationwide Investment Services Corporation since 2010. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily for 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.

Brian Quinlin is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds the ChFC® designation and Series 65 and Series 63 licenses, with 11 years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation and Thrivent Investment Management Inc. 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 ProAccount assets and employs a scale-oriented, recordkeeper-driven model relying on independent financial experts for portfolio construction.

Anousone Gravitt is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has previously worked at Nationwide Investment Services Corporation and Massachusetts Life Insurance Company. 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 a scale-oriented, recordkeeper-driven model with outsourced portfolio construction, managing approximately $16.7 billion in ProAccount assets under discretionary management as of December 31, 2025.

Randal Regoli is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 credentials and has nine years of industry experience. His prior work includes roles at MyLifeWerks and Nickayle Franchises LLC, and he has been affiliated with AllState Insurance Company since 2005. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and features such as direct indexing and a tax-overlay service.

Carlos Arteaga is a financial advisor with TIAA-CREF in Dublin, Ohio, holding Series 63 and Series 66 designations and 11 years of industry experience. His prior roles include positions at Nationwide Investment Advisors and TD Ameritrade Investment Management. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing discretionary management with a fiduciary standard applied to its RIA services.

Kiarra Marshall is a financial advisor at Janney Montgomery Scott with one year of industry experience. She holds the Series 66 designation and has worked at firms including PNC and NS Charney and Associates. Janney Montgomery Scott is a large dual-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, estates, corporations, retirement plans, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.