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.

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. He holds Series 65 and Series 63 licenses and has seven years of industry experience. His work history includes roles at Fifth Third Securities, Fifth Third Bank, and JPMorgan, and he also has a longstanding position as a sales representative with Cutco Corporation. Outside the securities industry, he is involved in artisan work creating custom chainmaille pieces. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs on its Passageway Managed Account platform, which includes strategies such as mutual fund and ETF models, SMA strategies, tax overlays, and direct indexing options.

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 career includes roles at CME Financial Services, LPL Financial, Parallel Equity Advisors, and Fortune Financial Services. Outside of advisory work, he serves as secretary/treasurer on the board of Kendonly Properties, Ltd. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Scott Kidwell is a CFP® professional with 13 years of industry experience, currently serving at Corient. His prior work includes an 18-year tenure at Budros, Ruhlin & Roe. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that incorporates both proprietary and third-party strategies, employing risk management tools and offering specialized services through its affiliates.

Michael Patzer is a Series 66-licensed financial advisor with 23 years of industry experience, currently practicing at Fifth Third Securities, Inc. in Columbus, Ohio, where he has worked since 2014. Outside of his advisory role, he conducts residential home inspections through GC Eagle Home Inspections. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to a large bank, providing multiple managed-account options and features such as direct indexing and tax-overlay services.

David Cervantes is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Ameriprise, Morgan Stanley Private Bank, Morgan Stanley Wealth Management, and Thrivent Financial. He also served in the US Marine Corps and worked at Pinnacle Bank. 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 retail participant base within a family of affiliated financial companies that provide custody, recordkeeping, and product services.