Bryan Yasho is a financial advisor at Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses. He has been with Fifth Third Securities since 2026 and previously worked at Fifth Third Bank and several other firms starting in 2016. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types, including the Passageway Managed Account Program, which features options such as mutual-fund and ETF models, SMA strategies, and direct indexing.

Joseph Moyer is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2016. In addition to his advisory work, he serves as an insurance agent, soliciting and servicing life insurance and annuity products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and offers access to multiple management platforms and third-party solutions.

Ronald Palanca is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 credentials and 29 years of industry experience. His prior roles include positions at Merrill and LPL Financial. He is also associated with My Harmony Wealth, a registered investment advisor DBA. Stratos Wealth Partners is an SEC-registered enterprise advisor managing approximately $18.6 billion in assets with around 379 advisors. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through a model that supports independent advisor representatives using an open-architecture platform integrating multiple third-party managers.

Angela Buchanan is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. She holds Series 63 and Series 65 licenses and has 30 years of industry experience. Her career includes longstanding roles at Nationwide Investment Services Corporation and Fulton County Government, as well as involvement with Khakis. 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Matthew Terwilliger is a financial advisor with Sanctuary Advisors, LLC in Dublin, OH, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for nearly a decade. Terwilliger serves as a board member of The O Foundation, which supports Ohio State University student athletes in charitable activities, and is treasurer and board member of the Upper Arlington Basketball Club, a youth sports organization. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients including individuals, corporations, and charitable organizations. The firm supports independently registered advisors who employ diverse investment strategies and offers services such as portfolio management, retirement plan consulting, and the use of sub-advisers and model portfolios.

Kristin Reilly is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Nationwide Investment Services Corporation since 2011. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions for ERISA 401(k) plans and public 403(b)/457(b) plans. The firm employs independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services within a large retirement-plan-focused platform.

Nathan Shevelow is a financial advisor at Nationwide Investment Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at The Huntington Investment Company and The Huntington National Bank. He also spent four years at The Ohio State University. 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Karen Socola is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 65 and Series 63 licenses and has 11 years of industry experience, including 12 years with Nationwide Investment Services Corporation. In addition to her advisory role, she owns a rental property business in Clifton Park, NY. 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 serves over 250,000 clients using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and focuses exclusively on plan participants and sponsors.

Carla Jimenez is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and 65 licenses and bringing 41 years of industry experience. She has worked at Nationwide Investment Services Corp since 2013, with prior positions at Merrill and UBS Financial Services. Jimenez serves as secretary for the St. Frederick and St. Stephen Service Club in Edisto Island, SC. 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 substantial assets under discretionary management and uses independent experts for portfolio construction, focusing on large-scale plan administration rather than high-net-worth clients.

Benjamin Smith is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding 18 years of industry experience. He has worked at VOYA since 2014 and previously spent six years at R.A. Croucher & Associates. In addition to his advisory role, Smith operates as an independent insurance agent selling fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, unified managed account and wrap programs, third-party money manager access, and retirement-plan advisory services. The firm serves individuals, pension and profit-sharing plans, charities, and corporate clients, combining in-house and external strategists with technology-enabled tools to implement client-directed investment strategies.

Thomas Tyson is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Nationwide Investment Services Corp since 2020 and previously spent nine years at Invesco Distributors, Inc. 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 a large client base with a scale-oriented, recordkeeper-driven model and relies on independent financial experts to develop model portfolios.

Nikolas Victor is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 10 years of industry experience and has worked at Nationwide Investment Services Corporation since 2015. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice for ERISA 401(k) plans and public 403(b)/457(b) plans. The firm employs independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services within a large client base focused on retirement-plan business.

Brandy Dom is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® and Series 65 designations and possessing 19 years of industry experience. She has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2005. Dom serves as a board member and on the financial committee for At Home By High, a nonprofit organization based 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) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Jacob Sours is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 14 years of industry experience. Since 2011, he has been affiliated with Nationwide Services Investment Corporation. 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 portfolios and serves a large retail participant base within a family of affiliated financial companies.

Michael Richardson is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Nationwide Investment Services Corp since 2019 and previously at Gwfs Equities, Inc. from 2016 to 2019. Nationwide Investment Advisors primarily serves 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 utilizes independent financial experts for portfolio construction, focusing on a large scale client base within the retirement plan sector.

Matthew Hart is a financial advisor with Guardian Life and holds a Series 63 designation. He has 32 years of industry experience and has worked at firms including LPL Financial, Mass Mutual, and MetLife. Hart is currently based in Columbus, OH, and has been with Guardian Life and Park Avenue Securities since 2024. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, retirement plan sponsors, charitable organizations, and businesses with both brokerage and investment advisory services. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting solutions tailored to client needs.

Christopher Groh is a financial advisor at Nationwide Investment Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Nationwide Investment Services Corporation since 2013. 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 over 250,000 clients using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

Rebecca Ruvolo is a CFP® professional with 18 years of experience in financial planning and investment management. She is currently affiliated with VOYA Financial Advisors, Inc. and operates Ruvolo Wealth Management, providing comprehensive retirement planning and portfolio management services. Prior to this, she held positions at Schwab Wealth Advisory, Charles Schwab & Co., and Scottrade. She also works as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement advisory services. The firm employs a range of investment approaches, combining in-house and external strategies, with many client relationships managed on a non-discretionary basis.

John Brennan Jr. is a financial advisor at Nationwide Investment Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Davenport & Company LLC and Nationwide Investment Services Inc. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, utilizing model portfolios developed by independent financial experts. The firm manages approximately $16.7 billion in ProAccount assets and serves over 250,000 clients through a scale-oriented, recordkeeper-driven model.

Tonya Sax is a financial advisor at Nationwide Investment Advisors, LLC with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including PNC Bank, Fisher Investments, and OSAIC. 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, serving a large client base with portfolio construction developed by independent financial experts.