Ryan Young is a financial advisor with PNC Wealth Management, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at various PNC entities since 2014, including PNC Investments, LLC, and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to select employees. The firm utilizes algorithmic risk assessment and approved model strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Sharyn Garner is a financial advisor at Nationwide Investment Advisors, LLC with 16 years of industry experience. She holds the Series 66 designation and has been with Nationwide Investment Services Corporation since 2016. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance. The firm employs a scale-oriented, recordkeeper-driven model and serves over 250,000 clients with approximately 398 advisors, focusing exclusively on retirement plan clients.

Derek Smith is a financial advisor at The Huntington Investment Company in Columbus, OH, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Huntington since 2012. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model that integrates third-party sub-managers and proprietary private bank models across multiple wrap-fee programs.

Brent Music is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at JPMorgan Chase Bank and JPMorgan Securities LLC from 2013 to 2017. Outside of finance, he serves as Secretary for Archer Music Enterprises, a position he has held since 2010. 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 to develop model portfolios and serves a large retail participant base through discretionary and non-discretionary services within a family of affiliated financial companies.

Kyle Widmer is a financial advisor at Fifth Third Securities, Inc. based in Columbus, OH, holding Series 63 and Series 65 credentials with three years of industry experience. His professional background includes roles at Fifth Third Bank, Chipotle, the Ohio State Alumni Association, and the Ohio State University. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, combining third-party portfolio management with advisor-directed strategies.

Maureen Kay is a financial advisor at Empower Advisory Group with 26 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Empower Advisory Group, Maureen worked for 12 years at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Michael Ferguson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2007. Outside of advising, he is involved in several ventures including serving as president of Crows Nest Management Inc., co-owning a boat tour company, operating a bed and breakfast, and is an ordained minister. 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 relies on independent fiduciary experts for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

William Curtis 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. Curtis has been with Nationwide Investment Advisors since 2006 and has worked at Nationwide Investment Services Corp. since 2000. 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 a large number of retail participant accounts within a family of affiliated financial companies.

Mark Grise is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2016. Outside of his advisory role, he serves as a board member for the Central Ohio Mountain Bike Organization in Westerville, Ohio. 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 serves a large client base through a scale-oriented, recordkeeper-driven model with outsourced portfolio construction.

Brett Stahl is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at Peak Retirement Planning, Inc. Outside of his advisory role, Brett owns and operates Fitness Life, LLC, a yoga studio in Dublin, Ohio. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a variety of services through a platform-centered approach that includes model portfolio solutions, discretionary asset management, and financial planning.

Jamaal Henry is a CFP® with five years of industry experience, currently serving at Corient. His prior roles include positions at Budros, Ruhlin & Roe, Park Avenue Securities, and Guardian Life Insurance Company. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools to align portfolios with client objectives.

Doris Brito is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 registrations, and has nine years of industry experience. She has worked at Nationwide Investment Services Corp since 2017 and had prior roles at Nationwide and Finish Line. Outside of her advisory work, she holds a part-time position with Lover Boards LLC and has worked as a shopper for Instacart. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing programs like ProAccount that include approximately $16.7 billion in assets under discretionary management. The firm focuses on a scale-oriented model serving over 250,000 clients with roughly 398 advisors, relying on independent experts for portfolio construction and automated participant enrollment.

Matthew Murphy III is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 65 and Series 63 licenses and has eight years of industry experience. His prior work includes roles at Nationwide Investment Services Corp, Tailored Management Contractors, and INVEST Financial Corp. 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 employs a scale-oriented, recordkeeper-driven model and partners with independent financial experts for portfolio construction and management.

Mykell Kincaid is a financial advisor at Nationwide Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Nationwide Investment Services Corporation since 2009. In addition to his financial career, Kincaid has been involved with Mary Kay since 2007. 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 client base through both discretionary and non-discretionary services within a family of affiliated financial companies.

Robert Hoffman is a CFA® charterholder with 21 years of industry experience. He has worked at MAI Capital Management, LLC since 2025 and previously spent 20 years at JW Coons Advisors, LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies across multiple asset classes, integrating financial planning and other services into many client relationships.

Kathleen Findeisen is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. Her work history includes positions at Icma Rc and Gwfs Equities, Inc. She is based in Columbus, Ohio. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants, utilizing 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 with outsourced portfolio construction and automated enrollment.

Christina Lessard is a Certified Financial Planner (CFP®) with 18 years of industry experience. She has worked at Nationwide Investment Services Corp since 2018 and previously spent 11 years at The Vanguard Group, Inc. She is based in Columbus, Ohio and holds Series 63 and Series 65 licenses. Nationwide Investment Advisors, LLC 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 engages independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Cian Nielsen Mayer is a financial advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 licenses and two years of industry experience. He has been with Fifth Third Securities since 2023 and has worked at Fifth Third Bank since 2015. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies to meet various risk profiles and investment preferences.

Matthew Zusel is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 credentials and 14 years of industry experience. His prior work includes roles at Nationwide Financial and Paychex, Inc. He is also the owner of an online eBay store, Z2Sports, which specializes in buying and selling sports cards. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner, managing significant assets under discretionary management. The firm employs a scale-oriented, recordkeeper-driven model and partners with independent financial experts for portfolio construction and investment recommendations.

Kevin Rayborn is a ChFC®-designated financial advisor with 22 years of industry experience. He has been with Nationwide Investment Advisors, LLC and Nationwide Investment Services Corporation since 2006. Based in Columbus, OH, he works within an enterprise firm that serves a large client base. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm manages approximately $16.7 billion in ProAccount assets under discretionary management and uses independent financial experts to develop model portfolios and investment lineups.