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 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 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, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, MML Distributors, LLC, Massachusetts Mutual Life Insurance Company, and Voya Financial. Nationwide Investment Advisors, LLC specializes in providing investment advisory services to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner. The firm uses independent financial experts to develop model portfolios and serves a large client base with a scale-oriented, recordkeeper-driven approach.

Anthony Cefalu is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with various Nationwide entities since 2007, including Nationwide Investment Services Corp and Nationwide Securities, LLC. Outside of his advisory role, he is employed 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, managing approximately $16.7 billion in discretionary ProAccount assets as of year-end 2025. The firm employs a scale-oriented, recordkeeper-driven model, serving over 250,000 clients with roughly 398 advisers and relying on independent financial experts for portfolio construction and advisory support.

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 roles include positions at Corebridge Capital Services, Inc., American General Life Insurance, and Nationwide Investment Services Corporation. Nationwide Investment Advisors, LLC provides investment advisory services primarily 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 serving over 250,000 clients, focusing on ERISA-covered plans through outsourced portfolio construction and automated enrollment features.

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, based in Columbus, OH. He holds Series 63 and Series 66 licenses and has 26 years of industry experience, including 23 years at Nationwide Investment Services. Outside of his advisory role, Monahan serves as a referee for USA Hockey. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, offering discretionary investment management supported by independent financial experts. The firm manages approximately $16.7 billion in ProAccount assets and emphasizes a scale-oriented, recordkeeper-driven model focused exclusively on plan participants and sponsors.

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.

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 Series 66-licensed financial advisor with over 21 years of industry experience. He is currently with Voya Financial Advisors, Inc., where he has worked since 2014, following a tenure at Fifth Third Securities beginning in 2003. Outside of his advisory work, Salyers is involved in coaching varsity baseball at Xenia Community Schools. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides financial planning, portfolio management, and retirement advisory services through a combination of in-house and third-party strategies, emphasizing client engagement in investment decisions.

Tiaira Mc Cloud is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She has worked with Nationwide Investment Services Corp since 2020 and Nationwide Financial since 2019. Prior to that, her experience includes roles in sales and retail across various companies. 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 manages approximately $16.7 billion in discretionary assets for ProAccount and serves a large client base through a scale-oriented, recordkeeper-driven model using outsourced portfolio construction and automated enrollment.

Matthew Hosken is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Fifth Third Securities since 2021 and has prior experience at JPMorgan Securities and Fifth Third Bank. Outside of his advisory role, he is also involved as a sales representative for Cutco Corporation and as an artisan creating custom chainmaille. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, and trusts through both investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, incorporating services such as advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay, and direct indexing.

William Greear is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior work includes positions at CME Financial Services, LLC, LPL Financial, LLC, and Parallel Equity Advisors Ltd. He has served as a secretary/treasurer and board member for Kendonly Properties, Ltd. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to managed account solutions. The firm operates under a fiduciary model, employing a variety of investment strategies and technology platforms while utilizing both internal and third-party managers.