George Lehmann IV is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Park Avenue Securities and Guardian Life Insurance Company since 2012, as well as previous experience with New England Securities and Stifel. He also sells outside insurance products. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

Scott Golding is a financial advisor at Voya Financial Advisors, Inc. with 22 years of industry experience. He holds the Series 66 designation and has been with Voya Financial Advisors since 2014. Golding also has a longstanding role with The Verdi Group and has prior experience at Ameriprise. Outside of his advisory work, he coaches youth basketball and assists with his son’s travel baseball team. Voya Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, unified managed accounts, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm emphasizes client relationships structured around investment policy statements and model portfolios, combining in-house and external strategists with technology-enabled tools to implement recommendations.

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.

Michael Caligiuri De Jesus is a CFP® with 12 years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd. He previously worked at Caligiuri Financial and Hamilton Capital Management Inc. In addition to his advisory role, he provides tax preparation services through Caligiuri Financial LLC during tax season. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model with an open-architecture approach, integrating multiple third-party platforms and managers to deliver customized portfolio management and financial planning solutions.

Benjamin Levy is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 65 and Series 63 licenses and has six years of industry experience. His prior work includes roles at Nationwide Investment Services Corp, h2 Insights, UPS, and Walgreens. Nationwide Investment Advisors provides 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 serves a large client base using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction.

Tracy Miller is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH. She holds Series 63 and Series 65 designations and has 11 years of industry experience. Miller has been with Voya Financial Advisors since 2012 and previously worked at Philip Neibert within the same firm. Outside of advising, she is a licensed Notary Public and an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver personalized investment recommendations, operating primarily through non-discretionary client relationships.

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 been with Ameritas Advisory Services since 2021 and has longstanding roles with Central Ohio Financial Management Group LLC and Ameritas Life Insurance Corp. Meyers is also licensed as an independent insurance agent to sell fixed insurance products. 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 a range of asset management and financial planning services, utilizing model portfolios, mutual funds, ETFs, and individual securities, while operating multiple program platforms that incorporate third-party technology and management.

Mahesh Bhupalam is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has a diverse background including roles at Lifeshield National Insurance Company, Medico Corp, and Registered Social Security Analysts. Outside of advisory work, he is involved in insurance sales and assists clients with Social Security claiming strategies and estate planning documentation through affiliated businesses. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Douglas Beebe is a financial advisor with Guardian Life and holds a Series 63 designation. He has 11 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance since 2014. Outside of his advisory role, he serves as a trustee of a family living trust. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and investment solutions through a combination of advisor-led discretionary management, model-based strategies, and digital advisory platforms.

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 licenses and bringing 27 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, MML Distributors, Massachusetts Mutual Life Insurance Company, and Voya Financial. Nationwide Investment Advisors, LLC primarily serves retirement plan sponsors and participants through platforms like ProAccount and My Investment Planner. The firm utilizes independent financial experts to develop model portfolios and manages approximately $16.7 billion in ProAccount assets, focusing on a scale-oriented, recordkeeper-driven approach tailored to ERISA-covered plans.

Anthony Cefalu is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds Series 65 and Series 63 registrations and has 25 years of industry experience. His work history includes roles at Nationwide Investment Services Corp, Nationwide Securities, LLC, and Nationwide Insurance. Outside of his advisory role, he is employed at Morton Barber Learning School and is the author of two books. Nationwide Investment Advisors, LLC provides 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 uses independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven approach.

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 65 and Series 63 credentials and has one year of industry experience. His prior work includes roles at Corebridge Capital Services, Inc., American General Life Insurance, and Nationwide Investment Services Corporation, as well as earlier employment connected to Saint Joseph's University and several local businesses. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance. The firm uses independent financial experts to develop model portfolios and manages approximately $16.7 billion in ProAccount assets under discretionary management as of the end of 2025.

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 at Nationwide Investment Advisors, LLC with 26 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Nationwide Investment Services since 2003. Outside of his advisory role, he serves as a referee for USA Hockey in Columbus, Ohio. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and the Advice Program. The firm manages approximately $16.7 billion in ProAccount assets and employs a scale-oriented, recordkeeper-driven model focused on retirement plan clients.

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 having five years of industry experience. His prior work includes roles at GWFS Equities, Inc., NYLIFE Securities LLC, and New York Life Insurance Company. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through 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 that serves a large client base via outsourced portfolio construction and automated enrollment.

Frank Mccafferty is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and with Nationwide Investment Services Corporation since 2001. 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 serves over 250,000 clients with a focus on scalable, recordkeeper-driven solutions and outsourced portfolio management.