Gregory Springfield is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with VOYA Financial Advisors since 2014 and previously spent 12 years at Valic Financial Advisors. VOYA Financial Advisors, Inc. is an enterprise-scale firm that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to offer both discretionary and non-discretionary investment management through a broad product shelf.

Joshua Aust is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Nationwide Investment Advisors in 2025, he worked at FCM Financial Planning for two years and was employed at Maple Hill Golf for three years. Nationwide Investment Advisors serves retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, managing approximately $16.7 billion in discretionary assets as of the end of 2025. The firm utilizes independent financial experts for portfolio construction and focuses on a scale-oriented, recordkeeper-driven model primarily targeting plan participants and sponsors.

Roseanne Pack is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding a Series 66 designation and bringing 19 years of industry experience. She has been with Fifth Third Securities since 2006. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs that combine third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and a tax-overlay service.

Victor Tawn is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Nationwide Investment Services Corporation since 2016. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and 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, operating alongside affiliated companies that provide custody and recordkeeping services.

Courtney Kennedy is a CFP® and holds a Series 63 license with seven years of industry experience. She is currently an advisor at Creative Planning in Columbus, OH, having previously worked at WesBanco and KeyBank. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various active management strategies and private market exposure.

Shirley Mcallister is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Valic Financial Advisors since 2016 and previously worked at Agia. Outside of her advisory role, Mcallister is involved as a working partner in an oil and gas drilling program. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Tracey Danison is a CFP® professional with 11 years of industry experience. She has been with Wealth Enhancement Advisory Services, LLC and its affiliate Wealth Enhancement Group since 2025, following a 27-year tenure at Danison & Associates Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active managers, quantitative and fundamental research, and various specialized financial services.

Sean Mc Laughlin is a ChFC® credentialed financial advisor with 10 years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. He has been with Nationwide Investment Services Corporation since 2016 and has maintained a concurrent role at O'Charley's Restaurant since 2012. 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, managing approximately $16.7 billion in ProAccount assets as of December 31, 2025. The firm serves a large client base with a scale-oriented, recordkeeper-driven model that relies on outsourced portfolio construction and automated enrollment.

Bartosz Warzycha is a financial advisor at Guardian Life with 12 years of industry experience. He holds a Series 63 designation and has worked at Guardian Life since 2016, currently affiliated with Park Avenue Securities. Outside of his advisory role, he serves as Vice President of the Polish American Club of Columbus and has been involved with Advocare since 2013. Park Avenue Wealth Management, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to specialized platforms and products.

Justin Slosar is a financial advisor at Nationwide Investment Advisors, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at Nationwide Investment Services Corp since 2012. Outside of his advisory role, he serves as a board member and secretary for Carroll Cares and works as an OHSAA basketball official. 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 for portfolio construction and serves approximately 270,000 clients through a large team of advisors, operating within a family of affiliated financial companies.

Alan Dennis is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior work includes roles at U.S. Bank and various PNC entities dating back to 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary account that uses algorithm-driven risk assessments and invests through approved model strategies with mutual funds and ETFs.

Shawn Drake 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 15 years of industry experience. Since 2015, he has been with Nationwide Investment Services Corporation. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including 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.

Jennifer Mccarthy is a Series 66-licensed financial advisor at William Blair with 13 years of industry experience. She previously worked at Stifel Nicolaus for 14 years before joining William Blair in 2026. Outside of her advisory role, she is actively involved in ice hockey as a referee, coach, and instructor with various organizations in Ohio. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven strategies across equities, fixed income, and alternatives and provides access to private funds and co-investment opportunities through its MB Investments Program.

Angia Mcgeorge is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Robert Half/Accountemps, Waddell & Reed Inc, and various insurance carriers associated with W & R Insurance Agencies. She also serves as a bookkeeper for Titan Landscape Management LLC, a family business. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, which manages approximately $16.7 billion in discretionary assets. The firm employs a scale-oriented, recordkeeper-driven model and partners with independent financial experts to develop and implement model portfolios.

Matthew Carter is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at VOYA since 2014 and has a long tenure with Aetna Financial Services and its affiliated entities beginning in 1995. Outside of his advisory role, he is an independent insurance agent. VOYA Financial Advisors is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm uses investment policy statements and model portfolios, combining internal and external strategists with technology-enabled tools, to provide services including financial planning, portfolio management, and retirement advisory programs.

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.

Kurt Colopy is a financial advisor with PNC Wealth Management, holding a Series 66 designation and three years of industry experience. Prior to joining PNC, he worked at Bank of America and Merrill. Outside of finance, he has experience in the hospitality industry, having worked at Gallows Tap Room. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account designed for employees with PNC Bank online‑banking credentials. The firm uses algorithmic risk assessment and delegates investment execution and proxy voting to third parties.

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.