Kristopher Feldmeyer is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Cetera, Cetera Investment Services LLC, and First Merchants Bank. He is based in Columbus, Ohio. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm serves a large client base with a scale-oriented, recordkeeper-driven model and relies on independent financial experts for portfolio construction.

Richard Ohde is a CFP® with 26 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. He has been with Nationwide Investment Services Corp since 2012. 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 manages approximately $16.7 billion in ProAccount assets and serves a large client base through a scale-oriented, recordkeeper-driven model that relies on outsourced portfolio construction and automated enrollment.

Brenda Anderson is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She has been with Nationwide Investment Advisors since 2006 and has worked with Nationwide Investment Services Corporation since 2000. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets under discretionary management as of December 31, 2025. The firm serves a large client base through a scale-oriented, recordkeeper-driven model, focusing exclusively on retirement plans rather than high-net-worth or corporate clients.

James Smerke is a CFP® with seven years of industry experience, currently serving as a financial advisor at Corient in Columbus, OH. His prior roles include positions at Wellspring Family Office and Plante Moran Financial Advisors. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers, utilizing risk management tools and alternative investment options where appropriate.

Sean Hannigan is a financial advisor with Fifth Third Securities, Inc. in Columbus, Ohio, holding a Series 66 designation and 12 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2015. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Donald Mckell is a financial advisor at Lincoln Investment with 39 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017. Prior to that, he was with Legend Equities Corporation for six years and has maintained long-term involvement with Horizon Telecom and Ke-Wa-Pa. Lincoln Investment serves individuals, charitable organizations, businesses, and many employer-sponsored retirement plans with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory services, employing both strategic and tactical investment approaches across discretionary and non-discretionary programs.

Garret Venetta is a financial advisor with &PARTNERS in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing for a combined 16 years before joining &PARTNERS. Outside of his advisory role, he serves on the budget team of Violet Baptist Church. &PARTNERS serves a diverse client base including individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a range of investment strategies supported by proprietary and third-party managers and operates under both registered investment adviser and broker-dealer registrations.

Joseph Cain is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. He has been with Nationwide Investment Services Corporation since 2011. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering advisory services 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 employs a scale-oriented, recordkeeper-driven model that leverages independent financial experts for portfolio construction.

Rachel Bolen is a CFP® and ChFC® with three years of industry experience. She is currently an advisor at Nationwide Investment Advisors, LLC and has previously worked at Fidelity Investments and Breed's Hill Wealth Management. Outside of finance, she has experience in education and martial arts instruction. 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 manages over $16 billion in discretionary assets and serves a large client base through a scale-oriented, recordkeeper-driven model that emphasizes outsourced portfolio construction and automated enrollment.

John Gardner is a financial advisor at Guardian Life with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America. Outside of his advisory role, he provides tennis instruction to individuals of all ages and abilities. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Robert Dice III is a financial advisor with Fifth Third Securities, Inc. in Delaware, Ohio, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Fifth Third Securities since 2009. Fifth Third Securities serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers various investment programs via its Passageway Managed Account Platform, including advisor-directed models, SMA strategies, and tax-overlay services, supporting both high-net-worth and business clients.

Nicholas Karsatos is a CFP® professional at Corient with two years of industry experience. Prior to joining Corient, he worked at Clarus R&D and The Ohio State University. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools to align portfolios with client objectives.

Andrew Ward is a financial advisor with Guardian Life and holds a Series 66 license. He has five years of industry experience, including roles at Guardian Life Insurance and Park Avenue Securities. Outside of his advisory work, he is involved with insurance products beyond Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships and features proprietary and third-party model portfolios.

Bobbi Langan is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior roles include positions at AGIA, VALIC Financial Advisor, Inc., Morgan Stanley, and USAA Financial Advisors. 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 employs independent fiduciary experts for portfolio construction and manages a large client base within a family of affiliated financial companies.

James Lindeboom is a financial advisor at Nationwide Investment Advisors, LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at Nationwide Securities, LLC since 2009 and Nationwide Investment Services Corporation since 1997. He serves as a board member of the Windgate Square Condo Association in Columbus, OH. 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 approximately 270,000 retail participant accounts through a family of affiliated financial companies.

Dene Sanfillipo is a financial advisor with Principal Financial Services, holding a Series 63 designation and over 28 years of industry experience. His career includes roles at Principal Securities, Principal Life Insurance Company, and his own firms, Sanfillipo Financial and Residently Speaking. He serves on the sponsorship committee of SAMS FANS, assisting with fundraising efforts for the event A THREAD of Hope. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

John Haskins is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Outside of his advisory role, he donates plasma several hours per month. 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 based on ETF portfolios and a separate Managed Account program.

George Lehmann IV is a Series 66-credentialed advisor with 17 years of industry experience, currently affiliated with Primerica Advisors in Columbus, OH. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2012. Lehmann also engages in selling outside insurance products as a secondary business activity. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party managers and supports multiple account features including discretionary management, alternative investments, and securities-based lending.

Scott Golding is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and 22 years of industry experience. He has been with VOYA Financial Advisors since 2014 and is also associated with The Verdi Group, where he has worked since 2008. Outside of his advisory roles, Golding is involved in youth sports coaching, serving as a head coach for a youth basketball team and an assistant coach for a travel baseball team. VOYA Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third‑party money manager access, and plan-sponsor consulting, delivering advice primarily through recommendation-based, non-discretionary arrangements.

Claude Gregory is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience and has worked at Nationwide Investment Services Corp since 2017. Gregory is also involved outside of finance as a principal at Interior Facilities Design, LLC. 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 for portfolio construction and serves a large number of retail participant accounts within a family of affiliated financial companies.