Stephen Vajskop is a financial advisor with The Huntington Investment Company in Columbus, OH. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior experience includes roles at Huntington Bank and Foodtown. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals including high-net-worth clients, charitable organizations, and corporations. The firm offers advisory and brokerage services through multiple wrap-fee programs and utilizes an open-architecture model that combines third-party and affiliate investment strategies.

Matthew Casey is a financial advisor with Independent Financial Partners holding a Series 66 designation and three years of industry experience. Prior to joining Independent Financial Partners and IFP Securities in 2025, he worked at Cambridge Investment Research from 2020 to 2025. Outside of his advisory work, he owns and operates AnchorPoint Wealth, a planning and advisory services business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform focused on serving individual, charitable, corporate, and high-net-worth clients with a decentralized investment approach and notable retirement-plan advisory capabilities.

Guy Gohn is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 14 years of industry experience. He has been associated with ASC Financial Group, LLC since 2015 and with American Senior Coordinators, LLC since 2011, where he serves as an associate independent contractor. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, and offers investment management primarily on a discretionary basis using a variety of strategies and models.

Gareth Ward is a financial advisor at Nationwide Investment Advisors, LLC with 13 years of industry experience. He holds the Series 65 and Series 63 designations and has been with Nationwide Investment Services Corp since 2013. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm uses independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven model focused on retirement plans.

Jasmine Adams is a financial advisor at Nationwide Investment Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including JP Morgan Securities LLC, Transamerica Investors Securities Corporation, and Valic Financial Advisors. 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 for portfolio construction and serves a large number of retail participant accounts within a family of affiliated financial companies.

Janice Nichols is a financial advisor at Nationwide Investment Advisors, LLC with 16 years of industry experience. She holds the Series 66 designation and has worked at 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) plans 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.

Sharon Kiker is a financial advisor at Nationwide Investment Advisors, LLC with 27 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at Nationwide Investment Services Corporation since 2023, as well as at TIAA and TIAA-CREF since 2013. 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 discretionary ProAccount assets and serves a large client base using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

Garica Brown Cremeans is a Series 66 licensed financial advisor with eight years of industry experience. She is currently with The Huntington Investment Company, having joined in 2026 after roles at Charles Schwab, Bank of America, Merrill, JPMorgan Chase, New York Life Insurance, and The Martin Law Firm. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering a range of wrap-fee programs through an open-architecture platform that combines third-party and proprietary investment models.

William Redihan is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Nationwide Investment Services Corp since 2000. Outside of his advisory role, he works as a driver for Mercedes Cab Company in Orleans, MA. 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Andrew Panyik is a financial advisor with Money Concepts Capital Corp in Sunbury, OH, holding a Series 63 designation and 30 years of industry experience. He has been with Money Concepts Capital Corp since 2012. Panyik is also the owner of Panyik Financial, LLC, which operates as Money Concepts Wealth Management & Financial Planning Centre. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Leonard Marryott is a financial advisor at William Blair with 34 years of industry experience and holds Series 63 and Series 65 credentials. He previously worked at Stifel Nicolaus & Co Inc for 17 years before joining William Blair. Outside of his advisory work, he serves as President and Board Member of the Heart of Ohio Classical Academy. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and offers proprietary model portfolios and access to private funds through its affiliated entities.

Steven Mahn is a financial advisor at Nationwide Investment Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Nationwide Investment Services Corp since 2017, following brief periods at Edward Jones and Service Uniform. Outside of his advisory role, he also works as an Uber driver. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm manages approximately $16.7 billion in ProAccount assets and utilizes independent financial experts to develop investment models, serving a large client base with a scale-oriented, recordkeeper-driven approach.

Peggy Slaughter is a CFP® professional with 23 years of industry experience, currently with Steward Partners Investment Advisory, LLC. Her prior roles include positions at Raymond James Financial, Saling Simms Associates, and Level Four Financial. She is also involved in a non-investment business assisting with qualified retirement plans and defined benefit policy renewals. Steward Partners Investment Advisory, LLC is an SEC‑registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through discretionary and non-discretionary portfolio management programs.

Kathleen Doucet is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Columbus, OH, holding Series 63 and Series 65 licenses and having 29 years of industry experience. Her prior work includes roles at Colonial Life, Valic Financial Advisors, and Pruco Securities. Outside of her advisory work, she volunteers as a mentor with Leadership Worthington and Big Brothers Big Sisters and assists customers as a volunteer translator at the Bloom Free Store. Equity Services, Inc. provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently leveraging third-party asset managers and model portfolios, and operates both as a broker-dealer and SEC-registered investment adviser.

Roland Wilson is a financial advisor at Nationwide Investment Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Nationwide Investment Services Corporation since 2014. Outside of his advisory role, he is involved in a personal real estate investment business. 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 manages a large number of retail participant accounts within a network of affiliated financial companies.

Patricia Nichols is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 designations and 28 years of industry experience. Her prior roles include positions at Nationwide Investment Services Corporation, Fidelity Investments, CUNA Brokerage Services, Suncoast Credit Union, AXA Advisors, and ICMA Retirement Corporation. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice for ERISA 401(k) plans and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Daniel Frizzell is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. He holds a Series 66 designation and has worked at Fifth Third Securities since 2017, following three years at CCO Investment Services Corp. Outside of his advisory role, he is involved in rental property ownership in the Westerville and Columbus, Ohio areas. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutions through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with integrated banking and advisory functions.

Joseph Miller is a Series 66-credentialed financial advisor at The Huntington Investment Company in Columbus, OH, with 29 years of industry experience. He worked for U.S. Bancorp Investments, Inc. for 20 years before joining Huntington in 2025. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and affiliate Private Bank offerings, managing accounts through various wrap-fee programs on the Envestnet MAS platform.

Christopher Rohan is a financial advisor with Primerica Advisors based in Columbus, OH. He holds the CFP® and ChFC® designations, along with a Series 66 license, and has 17 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company of America since 2008. Outside of his advisory role, he offers disability and life insurance products from providers other than Guardian when clients’ needs require alternative solutions. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, financial planning, and consulting. The firm utilizes a combination of proprietary and third-party investment strategies, supporting both discretionary and non-discretionary accounts across various asset types.

Robert Bilo is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Nationwide Investment Advisors since 2006 and has been affiliated with Nationwide Investment Services Corporation and Nationwide Insurance Company since the mid-1990s. 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 employs independent fiduciary experts to develop model portfolios and serves a large retail participant base within a family of affiliated financial companies.