Robert Hoffman is a CFA® charterholder with 21 years of industry experience. He has worked at MAI Capital Management, LLC since 2025 and previously spent 20 years at JW Coons Advisors, LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies across multiple asset classes, integrating financial planning and other services into many client relationships.

Kathleen Findeisen is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. Her work history includes positions at Icma Rc and Gwfs Equities, Inc. She is based in Columbus, Ohio. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants, utilizing programs such as 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 with outsourced portfolio construction and automated enrollment.

Christina Lessard is a Certified Financial Planner (CFP®) with 18 years of industry experience. She has worked at Nationwide Investment Services Corp since 2018 and previously spent 11 years at The Vanguard Group, Inc. She is based in Columbus, Ohio and holds Series 63 and Series 65 licenses. Nationwide Investment Advisors, LLC 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 engages independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Matthew Zusel is a financial advisor at Nationwide Investment Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Nationwide Financial since 2023. Prior to that, he held roles at Paychex Inc. and Paychex Securities Corp. from 2013 to 2019. Outside of advising, he owns an online eBay store specializing in sports cards. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, relying on independent financial experts to develop model portfolios that the firm implements under discretionary or non-discretionary arrangements.

Kevin Rayborn is a ChFC®-designated financial advisor with 22 years of industry experience. He has been with Nationwide Investment Advisors, LLC and Nationwide Investment Services Corporation since 2006. Based in Columbus, OH, he works within an enterprise firm that serves a large client base. 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 under discretionary management and uses independent financial experts to develop model portfolios and investment lineups.

Matthew Ullmer is a financial advisor at Corient with six years of industry experience. He holds the Series 65 designation and has worked at Corient and related entities since 2022, as well as at Budros, Ruhlin & Roe from 2013 to 2023. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Christopher Waters is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior work includes roles at Nationwide Investment Services Corp, GWFS Equities, Planned Financial Services, LLC, and LPL Financial. Outside of finance, he is the owner and sole proprietor of Chris's Cookies and Desserts, a business he has operated since 2007. 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 to develop model portfolios and serves a large retail participant base within a family of affiliated financial companies.

Tanner Singleton is a financial advisor at Ameritas Advisory Services, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Dupont Wealth Solutions and several other firms. Outside of advisory roles, Tanner is licensed as an independent insurance agent and owns Central Ohio Financial Management Group, where he engages in financial planning. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services including asset management, financial planning, and retirement plan advisory across various discretionary and non-discretionary programs.

Michael Fisher is a financial advisor with PNC Wealth Management in Columbus, OH, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at The Huntington Investment Company and work at Red Hook Grill. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an online discretionary model account available as an invitation-only employee pilot that uses algorithmic risk assessment and approved model strategies executed with mutual funds and ETFs.

Jeanna Clark is a CFP® professional with 17 years of industry experience. She is currently with Nationwide Investment Advisors, LLC and has previously worked at firms including Northwestern Mutual, Robert Baird & Co., and J.J.B. Hilliard W.L. Lyons. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, managing approximately $16.7 billion in discretionary ProAccount assets as of the end of 2025. The firm employs a scale-oriented, recordkeeper-driven model focused on serving a large client base through outsourced portfolio construction and automated enrollment.

Jessica Rosen is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds a Series 65 designation and has seven years of industry experience. Her prior work includes roles at Nationwide Investment Services Corp, Voya Financial Advisors, Questar Capital Corporation, Questar Capital, and Ameriplan Financial. 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 for model portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Jared Quentin Davis is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Columbus, OH, holding a Series 63 designation and with 10 years of industry experience. His prior work includes roles at National Life Group, IFS Financial Services, and Touchston Securities. Outside of his advisory role, he serves as an elder and board member for the New Burlington Church of Christ and writes communion meditations for the Christian Standard. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms incorporating third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

Mary Bohan is a financial advisor at Nationwide Investment Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Lincoln Investment and Nationwide Investment Services Corporation. Outside of her advisory role, she is a financial coach through her personal business in Evanston, Illinois. 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 uses independent fiduciary experts to develop model portfolios and manages a large retail participant base within a group of affiliated financial companies.

Gregory Howard is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, Ohio, holding the ChFC® designation with 22 years of industry experience. He has worked with Nationwide Investment Services Corporation since 2010. Outside of his advisory work, he is a drummer in a band called The Magnum Opus and owns The Howard Hotel, LLC. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets through a model that relies on independent financial experts and automated enrollment features. The firm supports a large client base with a scale-oriented, recordkeeper-driven approach focused on ERISA-covered plans.

Paul Riggert is a financial advisor at Fifth Third Securities, Inc. based in Columbus, Ohio. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Fifth Third Securities in 2021, he worked at Fifth Third Bank, Whole Foods Market, and Walmart. Fifth Third Securities, Inc. serves individual and institutional clients through both advisory and brokerage services, offering a range of investment programs on its Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a client base that includes high-net-worth individuals, corporations, trusts, and retirement accounts.

Lareesa Haynes is a financial advisor at Janney Montgomery Scott with 16 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates and Morgan Stanley. Janney Montgomery Scott LLC is a large, dually 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and advisory programs.

Robert Eviston is a CFP® with 31 years of industry experience, currently serving at Nationwide Investment Advisors, LLC in Columbus, OH. He has been associated with Nationwide Investment Services Corporation and Nationwide Insurance Co since 1988. Outside of his advisory role, he acts as executor of a private estate. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, managing approximately $16.7 billion in ProAccount assets as of December 31, 2025. The firm utilizes independent experts for portfolio construction and focuses on a scale-oriented, recordkeeper-driven model serving over 250,000 clients.

Roger Ruz is a financial advisor at Ameritas Advisory Services, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Grove Point Advisors, The Huntington Investment Company, Nationwide Securities, and J.P. Morgan Asset Management. 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 uses a combination of model portfolios, mutual funds, ETFs, and individual securities, offering both discretionary and non-discretionary programs supported by multiple platforms and third-party technology.

Bethany Demassimo is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Private Advisor Group and LPL Financial. In addition to her advisory work, she is involved in a business that produces and sells pasta and pizza sauces. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a variety of investment advisory and financial planning services, employing multiple analytical approaches and providing both discretionary and non-discretionary account management.

Syria Cribbs is a financial advisor at Nationwide Investment Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and has worked at firms including J.P. Morgan Securities LLC and Wells Fargo Clearing Services LLC. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, utilizing independent financial experts to develop model portfolios and focusing on a scale-oriented, recordkeeper-driven approach.