Rebekah Boone is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, Ohio, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. She previously worked at Fidelity Brokerage Services LLC and Nationwide Investment Services Company. Outside of her advisory role, she is a partner in a residential rental business involved in property renovation. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount, relying on independent financial experts to develop model portfolios. The firm manages approximately $16.7 billion in ProAccount assets and operates a scale-oriented model focused on recordkeeper-driven services.

Clayton Puckett is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and 16 years of industry experience. His work history includes multiple roles at Nationwide Investment Services Corporation and a period at HUB International. 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 number of retail participant accounts within a family of affiliated financial companies.

Robert Back is a financial advisor at Nationwide Investment Advisors, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked within various Nationwide entities since 2010, including Nationwide Investment Services Inc. since 2019. 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 serves approximately 270,000 retail participant accounts through a large advisor team within a family of affiliated financial companies.

Kimberly Wells is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Brookstone Capital Management LLC. She has worked with Brookstone since 2016 and previously at Young Wealth Management and Horter Investment Management. Her other business activities include providing comprehensive financial planning services that occasionally involve the sale of insurance products. Brookstone Capital Management offers fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of strategic asset-allocation models and investment vehicles, operating both a turnkey asset management platform and a wrap-fee program.

Donald Lozier is a financial advisor at Independent Financial Partners with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Money Concepts Capital Corp. and Ebner Financial Group. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Gary Stentz is a CFA® charterholder with 15 years of industry experience, currently affiliated with Independent Financial Partners in New Albany, OH. He has worked at Cascade Investment LLC since 2015 and operates Stentz Law LLC since 2022. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving a broad client base and features a decentralized advisory model along with notable retirement-plan advisory and pension consulting capabilities.

Michael Beck is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. His prior positions include roles at Raymond James & Associates, Inc. and Transamerica Capital, Inc. Among his previous employers are several firms within the Transamerica group and Gwfs Equities, Inc. 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 independent financial experts to develop model portfolios and manages approximately $16.7 billion in discretionary assets under ProAccount as of the end of 2025.

Jillian Bowman is a financial advisor with Fifth Third Securities, Inc. She holds a Series 66 designation and has 24 years of industry experience. She has been with Fifth Third Securities since 2016. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.

Michael Titus is a financial advisor at Citizens Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with Citizens Securities since 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Elisha Roberts Cofer is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds Series 63 and Series 66 designations and has 26 years of industry experience. His prior work includes roles at Nationwide Investment Services Corp and The Huntington National Bank and The Huntington Investment Company. Outside of his advisory work, he is a 10% owner of Cofer Consulting Solutions LLC, where he supports entry talent management by assisting the company president. 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 manage portfolios and provides both discretionary and non-discretionary services within a family of affiliated financial companies.

Macallan Hewitt is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes roles at Nationwide Investment Services Corporation, Ameritas Investment Corp, Ameritas Life Insurance Corp, MDT Advisers, and Northeastern University. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount, which had approximately $16.7 billion in assets under discretionary management as of December 31, 2025. The firm relies on independent financial experts to develop model portfolios and focuses on a high client-to-advisor ratio using a scale-oriented, recordkeeper-driven approach.

Mark Haimerl is a financial advisor with Ameritas Advisory Services, LLC in Columbus, Ohio, holding 18 years of industry experience. He has worked with several firms including DeVerna & Co Financial, Creative Financial Partners, and United Planners' Financial Services. Haimerl operates his practice under the business names The Wealth Lab and Central Ohio Financial Management Group. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management through various program platforms and third-party technology integrations.

Anthony Flowers is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and 13 years of industry experience. He previously worked at Axa Advisors, LLC from 2013 to 2018 before joining Nationwide Investment Services Corp in 2018. 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 utilizes independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Alexander Dillmann is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His career includes roles at Nationwide Investment Services Corporation, MML Investors Services, LLC, and MassMutual Life Insurance Company. Dillmann also served in the Ohio House of Representatives in 2019. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, managing about $16.7 billion in discretionary assets. The firm uses a scale-oriented, recordkeeper-driven model supported by independent financial experts for portfolio construction and focuses exclusively on plan participants and sponsors.

John Roesch is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding 39 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC from 2005 to 2011. In addition to his advisory role, he is an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services using both affiliated and unaffiliated investment products, emphasizing client-approved, non-discretionary strategies alongside discretionary management options.

Shannon Arias is a financial advisor at Fifth Third Securities, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fifth Third Bank and Fifth Third Securities for multiple periods totaling over 17 years, with additional experience at Charles Schwab Bank and Southgate Corporation. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services through multiple program types and third-party managers on its Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, and is a wholly owned subsidiary of Fifth Third Bank.

John Bennett is a ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Nationwide Investment Advisors, LLC since 2006 and has worked at Nationwide Investment Services Corp. since 2000. Outside of his advisory role, Bennett holds a part-time position at Nordstrom. 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 manages a large number of retail participant accounts within a family of affiliated financial companies.

Michael Thacker is a financial advisor at VOYA Financial Advisors, Inc. in Columbus, Ohio, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VOYA Financial Advisors since 2014, previously working at Voya Financial Partners, LLC from 2000 to 2011. In addition to his advisory role, he operates as an independent insurance agent focusing on fixed long-term care, disability, and life insurance sales and service. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and investment services, combining in-house and external resources with technology-enabled tools to implement client recommendations through both discretionary and non-discretionary management approaches.

Michael Capobianco is a financial advisor at Guardian Life with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Prudential Insurance Company of America, Santander Bank, and Bank of America. Outside of his advisory work, he is involved in commercial building painting and coating through his ownership of Finished Product Inc. LLC and also works with Uber Eats. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate clients, and charitable organizations. The firm provides tailored financial planning and management strategies combining advisor-led discretionary management with model-based approaches, supported by a range of proprietary and third-party platforms.

Kimberley Rumple is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. She previously worked at GWFS Equities, Inc. for 10 years before joining Nationwide Investment Services Corporation. 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.