Robert Hutchinson is a financial advisor with Empower Advisory Group in Columbus, OH, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Charles Schwab and Co., Inc. and TD Ameritrade before joining Empower in 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Zachary Howard is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds the Series 66 designation and has worked at Stifel and Cambridge Investment Research Advisors. Outside of his advisory work, he previously owned a personal LLC that is no longer active. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning primarily through a turnkey asset management platform and wrap-fee program, delivering investment management on a discretionary basis across various model portfolios and managed accounts.

Jordan Pinckney Jeffries is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior work includes roles at Gwfs Equities, Inc., MML Distributors, LLC, MassMutual, ADP Broker Dealer Inc., ADP LLC, and Jackson National Life Distributors, LLC. Outside of advising, he is involved as a group trainer at West Kept Secret, Inc., a Pilates gym. Nationwide Investment Advisors, LLC specializes in providing 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 focuses exclusively on plan participants and sponsors.

Donald Regan is a Series 66-licensed financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He has 13 years of industry experience and has been with Nationwide since 2014. Nationwide Investment Advisors provides 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 utilizes independent fiduciary experts to develop model portfolios and serves a large retail participant base within a family of affiliated financial companies.

Mike Miele is a financial advisor at PNC Wealth Management in Columbus, OH, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cantor Fitzgerald and TIAA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that utilizes algorithmic risk assessment and employs approved model strategies managed by PNC or third-party strategists.

Jason Goncz is a financial advisor with Equity Services, Inc. in Columbus, OH, holding a Series 63 designation and 26 years of industry experience. His prior work includes several roles at firms such as Securities America, Arbor Point Advisors, Mass Mutual Life Insurance Company, and National Life Group. He is also involved with Dome Financial Services, Ltd. as an insurance agent. Equity Services, Inc., known as ESI Financial Advisors, 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 that combine long-term strategies with options for shorter-term trading and specialized instruments, utilizing both discretionary and non-discretionary account management.

Logan Meyer is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. He has been with 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) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts for portfolio construction and serves as an ERISA fiduciary in certain contexts, managing a large number of retail participant accounts within a family of affiliated financial companies.

Thomas Ranney is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Commonwealth and Stoneworth Financial Group since 2009. He is also the owner of TEAK Wealth Strategies, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios, wealth management, and retirement plan consulting, while enabling advisors to construct client portfolios from a broad selection of securities and insurance products.

Jonathan Hardy is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Columbus, OH, holding Series 65 and Series 63 licenses and six years of industry experience. He has been with Fifth Third Securities since 2019 and has been associated with Fifth Third Bank since 2015. FIFTH THIRD SECURITIES, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, employing multiple investment strategies including mutual funds, ETFs, separately managed accounts, and direct indexing.

Rebekah Boone is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She previously worked at Fidelity Brokerage Services LLC and Nationwide Investment Services Company. Outside of her advisory role, Boone is a partner in Hepburn Homes LLC, where she is involved in renovating rental properties. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants through programs like ProAccount, which manages approximately $16.7 billion in discretionary assets. The firm uses independent financial experts to develop model portfolios and serves a large client base with an emphasis on a scale-oriented, recordkeeper-driven model focused on retirement plans.

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® and holds a Series 65 license, with 14 years of industry experience. She has been with Brookstone Capital Management LLC since 2016 and also maintains a role at Young Wealth Management since 2013. Her prior experience includes four years at Horter Investment Management, LLC. Wells provides comprehensive financial planning services that sometimes include the sale of insurance products such as life insurance, long-term care, and annuities. Brookstone Capital Management is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning through a turnkey asset management platform and a wrap-fee program, with investment management primarily delivered on a discretionary basis via model portfolios, unified managed accounts, and separately managed accounts.

Donald Lozier is a financial advisor with Money Concepts Capital Corp, holding Series 65 and Series 63 credentials and 11 years of industry experience. He previously worked at Ebner Financial Group for 10 years and at NSystems, LLC for 21 years. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets through model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

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 has been involved with Stentz Law LLC since 2022. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm offers a decentralized advisory model with multiple management options and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Michael Beck is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. His prior work includes roles at Raymond James & Associates, Inc., Transamerica Capital, Inc., and Gwfs Equities, 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 under discretionary management and focuses on a scale-driven, recordkeeper-oriented model that serves a large client base through outsourced portfolio construction and automated enrollment.

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, Ohio, 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, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings have included a digital advisory program utilizing ETF-based portfolios managed through proprietary algorithms, as well as a Managed Account program.

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 designations and seven years of industry experience. Prior to joining Nationwide Investment Advisors, he worked at Nationwide Investment Services Corporation and Ameritas Investment Corp and Life Insurance Corp. Hewitt also has a background with MDT Advisers and Northeastern University. Nationwide Investment Advisors primarily provides investment advisory services to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary ProAccount assets as of December 31, 2025. The firm employs a scale-oriented, recordkeeper-driven model that leverages independent financial experts to develop model portfolios and serves a large number of clients through automated enrollment and outsourced portfolio construction.