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.

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.

Anne Dimon is a financial advisor with Stratos Wealth Partners, Ltd. based in Columbus, OH. She holds a Series 63 designation and has 21 years of industry experience. Prior to joining Stratos Wealth Partners in 2016, she was affiliated with LPL Financial, LLC, where she continues to serve in an investment-related role. Stratos Wealth Partners, Ltd. is an enterprise wealth management firm managing approximately $18.6 billion in assets with about 366 advisors serving over 24,000 clients. The firm offers a range of advisor-managed and model-based investment strategies within an open-architecture platform, including access to third-party managers and various financial planning services.

Susan Wylie is a financial advisor at Stratos Wealth Partners, Ltd with 15 years of industry experience. She holds a Series 66 designation and has been with Stratos Wealth Partners and LPL Financial since 2013. Outside of her advisory role, she serves as a notary public and teaches through the nonprofit Plan for Your Tomorrow, Inc. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

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.

Michael Caligiuri De Jesus is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Stratos Wealth Partners, Ltd., where he has worked since 2025. Prior to that, he held roles at Caligiuri Financial and Hamilton Capital Management Inc. In addition to his advisory work, he provides tax preparation services through Caligiuri Financial LLC during tax season. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of investment and financial planning solutions using an open-architecture approach that integrates external platforms and both advisor-managed and model-based strategies.

Benjamin Levy is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 licenses and six years of industry experience. His prior work includes roles at Nationwide Investment Services Corp, h2 Insights, UPS, and Walgreens. 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 manages approximately $16.7 billion in ProAccount assets, using independent financial experts to develop model portfolios and implementing recommendations under discretionary or non-discretionary arrangements.

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.