Chandon Simonis is a financial advisor with Stratos Wealth Partners, Ltd. in Columbus, OH, holding Series 63 and Series 65 designations and has 10 years of industry experience, all with Stratos since 2016. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm with approximately $18.6 billion in assets under management, 366 advisors, and over 24,000 clients. The firm offers a variety of portfolio management services, financial planning, and retirement plan consulting using an open-architecture approach that integrates multiple external platforms and strategies.

Rita Hellmann is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 63 and Series 65 designations and has 12 years of industry experience. Prior to her current role, she was associated with Nationwide Investment Services Corporation and was involved with 1st United Methodist Church for six years. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and plan participants, including ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.

Daniel Black is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 65 and Series 63 licenses and has five years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, MassMutual Northwest, and various academic and legislative organizations. 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 discretionary ProAccount assets and serves a large client base using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

Rachel Roher is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to her current role, she worked at Ascensus, Merit Wealth Management, and Hamilton Capital. Outside of finance, she is a clinical counseling intern at Rooted & Restored Counseling. 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. The firm manages approximately $16.7 billion in ProAccount assets and serves a large client base through a scale-oriented, recordkeeper-driven model with outsourced portfolio construction.

Harold Morley is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding 42 years of industry experience. He has worked at firms including MSI Financial Services, Inc. and MassMutual before joining Voya in 2018. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes non-discretionary, recommendation-based advice through multiple program structures, including wrap programs and third-party money manager access.

Yuan Conde is a financial advisor with Transamerica Financial Advisors in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Priority Mortgage and T2 Financial LLC. Outside of finance, he is an officer of Joie Yoga LLC, which offers online yoga classes. Transamerica Financial Advisors serves a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers advisory services primarily through model portfolios and third-party managers, supported by a large advisor network and multiple program platforms.

Jennifer Page is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 66, Series 63, and Series 65 licenses and has 19 years of industry experience. Her prior work includes roles at JP Morgan Chase Bank NA, JP Morgan Securities LLC, Ameriprise Financial Services, Inc., USAA Financial Advisor Inc., and other firms. Nationwide Investment Advisors primarily serves 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 with outsourced portfolio construction and automated enrollment.

Eben Stansbery is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 designations and possessing 12 years of industry experience. He has been with Nationwide Investment Services Company since 2014. 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 utilizes independent financial experts to develop model portfolios, serving over 250,000 clients with a scale-oriented, recordkeeper-driven approach.

Steven Morgan is a financial advisor at Osaic Advisory Services, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Arbor Point Advisors, Securities America, Inc., Polaris Financial Partners, LLC, and Cadaret Grant & Co. Morgan also acts as an insurance agent. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse range of clients such as individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple advisory program models.

Ryan Bates is a financial advisor with Janney Montgomery Scott in Columbus, OH, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Atrium Co. and involvement with Bowling Green State University, where he was connected to residence life and the university itself. Janney Montgomery Scott LLC is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Kathleen Bindas is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her career includes multiple tenures at Fifth Third Securities as well as roles at J.P. Morgan Securities and JPMorgan Chase Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a large bank affiliation and provides clients access to multiple discretionary managed-account programs, including direct indexing and tax-overlay services.

Deborah Gold is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2003. Outside of her advisory role, she serves as Vice President Youth for Congregation Agudat Achim in Niskayuna, NY, where she also works as a part-time substitute teacher. 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.

Mark Posey is a financial advisor with Fifth Third Securities, Inc. in Westerville, OH, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Fifth Third Securities since 2016. Outside of his advisory role, Posey serves as the head volleyball coach at Westerville North High School. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform, utilizing third-party portfolio managers and various investment strategies tailored to client risk profiles.

Justin Seidenwand is a CFP® professional with six years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. His prior roles include positions at Nationwide Investment Services Corp, Nationwide Securities, LLC, Avior Wealth Management, Fullen Financial Group, and Homeside Financial. He has also served in the Ohio Army National Guard. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets under discretionary management as of December 31, 2025. The firm operates a scale-oriented, recordkeeper-driven model, utilizing independent financial experts to develop portfolios and focusing on ERISA-covered plans.

Micheal Miller is a financial advisor with Valic Financial Advisors in Columbus, OH, holding a Series 66 designation and 17 years of industry experience. He has worked at Valic Financial Advisors since 2018 and previously held positions at AGIA, IC Advisory Services, Inc., and The Investment Center, Inc. Additionally, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers a range of investment advisory and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts on the Envestnet platform.

Johnny Chang is a financial advisor at Nationwide Investment Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Nationwide Investment Services Corporation since 2015. Outside of his advisory role, he is self-employed as a pet caretaker in Sacramento, CA. 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 retail participant base within a family of affiliated financial companies.

Randy Sharp is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding a Series 63 designation and bringing 31 years of industry experience. He has been with VOYA and its affiliated entities since 2014. In addition to advising, he is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base that includes individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of services such as financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, with a focus on recommendation-based, non-discretionary advice.

Joseph Marshall is a financial advisor at The Huntington Investment Company with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Ameriprise and Fifth Third Securities. Outside of his advisory role, he co-owns Better Days Vacations LLC, a retail business focused on discounted travel arrangements. 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 employs an open-architecture investment approach that includes proprietary models and third-party strategies, with services delivered through various wrap-fee programs on the Envestnet MAS platform.

Mark Mc Kee is a financial advisor with Empower Advisory Group in Columbus, OH, holding Series 66 and Series 63 credentials and six years of industry experience. His prior work includes roles at Nationwide Investment Services Corp and Brooksource. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach ties financial planning services to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

David Bazzoli is a financial advisor with The Huntington Investment Company in Columbus, OH. He holds the Series 66 designation and has 19 years of industry experience. Prior to his current tenure at Huntington, he worked at Morgan Stanley Smith Barney LLC from 2016 to 2017. 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 uses an open-architecture model incorporating third-party sub-managers and proprietary Private Bank models, offering multiple wrap-fee programs on the Envestnet MAS platform.