Tracy Miller is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She has been with VOYA Financial Advisors since 2012. In addition to her advisory role, she is a licensed Notary Public and works as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors serves a broad client base including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures such as Unified Managed Account wrap programs and third-party money manager access. The firm emphasizes recommendation-based relationships with predominantly non-discretionary asset management.

Anthony Fidelibus is a financial advisor with The Huntington Investment Company in Columbus, Ohio. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with The Huntington Investment Company since 2009 and joined Ameriprise Financial Services, LLC in 2026. He serves on the board of advisors for 3bfellowship, a nonprofit organization. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture model that includes third-party sub-managers and proprietary Private Bank portfolios, with accounts managed discretely or via model providers.

Douglas Meyers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Central Ohio Financial Management Group LLC since 2007, where he is also licensed as an independent insurance agent. Additionally, he owns 615 High St Ltd, a company involved in building ownership and management. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, employing a range of investment strategies and maintaining firm-level affiliations that support its product and custody arrangements.

Mahesh Bhupalam is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. His work history includes roles at Medico Corp, Registered Social Security Analysts, Net Law Group Inc., World System Builders, and World Financial Group. He is involved in activities related to insurance sales and social security claiming strategies. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm uses model portfolios and third-party managers for portfolio implementation and operates a large advisor network with approximately $1.7 billion in regulatory assets under management.

Douglas Beebe is a financial advisor with Primerica Advisors based in Columbus, OH, holding a Series 63 designation and 11 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2014. In addition to his advisory roles, he serves as a trustee of a family living trust. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a range of account-level services.

Brenda De Vecchio is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and having 12 years of industry experience. Her prior roles include positions at Nationwide Investment Services Corp, Ameriprise Financial/Structure Financial Group, and Massachusetts Mutual Life Insurance Company. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and fiduciary services focused on ERISA 401(k) plans and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and operates within a family of affiliated financial companies that provide custody and recordkeeping services.

William Kelly is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 credentials and bringing 27 years of industry experience. His previous roles include positions at Nationwide Investment Services Corporation, MML Distributors, Massachusetts Mutual Life Insurance Company, and Voya Financial. 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 under discretionary management and employs a scale-oriented, recordkeeper-driven model that serves a large client base focused exclusively on retirement plans.

Anthony Cefalu is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 credentials and bringing 25 years of industry experience. He has worked at various Nationwide entities since 2007, including Nationwide Investment Services Corp. and Nationwide Securities, LLC. Outside of his advisory role, Cefalu is an employee at Morton Barber Learning School and is the author of two books published in 2006. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner (MIP), Smart Alliance, and the Advice Program. The firm focuses on a scale-oriented, recordkeeper-driven model with outsourced portfolio construction, serving a large client base of plan participants and sponsors.

William Poindexter is a financial advisor at Principal Financial Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Huntington Investment Company and Principal Life Insurance Co. Outside of his advisory role, he serves on the Finance Committee of the Short North Alliance and is a Certified Tourism Ambassador with Experience Columbus. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Michael Ott is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Corebridge Capital Services, American General Life Insurance, and Nationwide Investment Services Corporation, as well as positions at Saint Joseph's University and in the restaurant industry. 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 employs a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and serves a large client base focused on retirement plans.

Kevin Devine is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including over 26 years with Nationwide Investment Services. 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 as an ERISA fiduciary in certain contexts, managing a large number of retail participant accounts relative to its advisory headcount.

Jessica Neal is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Nationwide Investment Services Corp since 2003. 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 manages a large retail participant base within a family of affiliated financial companies.

Mark Monahan is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 66 and Series 63 credentials and 25 years of industry experience. He has worked at Nationwide Investment Services since 2003. Outside of his advisory role, he serves as a referee for USA Hockey. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance, managing approximately $16.7 billion in discretionary assets as of year-end 2025. The firm employs a scale-oriented, recordkeeper-driven model and relies on independent financial experts for portfolio development.

Elizabeth Chakeres is a Series 66-licensed financial advisor with nine years of industry experience. She has worked at The Huntington Investment Company since 2017, following prior roles at PNC Bank and PNC Investments. Outside of her advisory work, she is engaged in jewelry making as an artistic pursuit. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and corporations. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party and affiliate portfolio management, with services that include discretionary account management, tax and impact overlays, and custodial support.

Matthew Mc Gervey is a CFP® with eight years of industry experience and is currently an advisor at Mariner Wealth Advisors. His prior roles include founding McGervey Wealth Management and positions at Paragon Advisors, Inc. and John Carroll University. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm integrates discretionary portfolio management with in-house research and third-party strategies, and offers notable tax, accounting, and family office services alongside employer financial wellness tools.

Joshua Byrd is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His prior roles include positions at GWFS Equities, Inc., NYLIFE Securities LLC, and New York Life Insurance Company. 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 utilizes independent fiduciary experts to develop model portfolios and manages a large retail participant base within a family of affiliated financial companies.

Frank Mccafferty is a financial advisor at Nationwide Investment Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Nationwide Investment Advisors since 2006, following a prior role at Nationwide Investment Services Corporation starting in 2001. 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 serves a large retail participant base across its programs, operating within a family of affiliated financial companies that provide custodial and recordkeeping services.

Thomas Staebler is a financial advisor with Eagle Strategies (NY Life) based in Westerville, OH, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked with Nylife Securities Inc. since 1982 and New York Life Insurance Co. since 1977. Outside of his advisory role, he serves as a board member of Krieger Ford, Inc., a retail automobile dealership, and is vice president of Westerville Elderly Housing Inc. He is also involved with the Westerville Rotary Foundation as a board member reviewing scholarship and charitable grants. Eagle Strategies serves a diverse client base including individuals, institutions, and corporate clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice and delivers solutions through various programs, emphasizing non-discretionary asset management and fiduciary responsibilities within an integrated New York Life affiliate structure.

Brandon Salyers is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Voya since 2014 and has additional experience with Fifth Third Securities dating back to 2003. Outside of his advisory role, Salyers coaches varsity baseball for Xenia Community Schools. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting services through various program structures emphasizing recommendation-based advice rather than discretionary management.

Jennifer Morrow is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. She has been with Fifth Third Securities since 2002 and has worked at Fifth Third Bank since 1996. She holds the Series 63 and Series 66 designations. 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 and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.