Clara Bope is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc. She has been with Bankers Life and its affiliated entities since 2020. Her prior experience includes roles in the food and beverage industry as well as at Capital University. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios, offering both wrap and non-wrap programs and collaborating with outside managers when appropriate.

Jimmy Hammock is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Nationwide Investment Services Corp since 2017 and previously at Lubbock Central Appraisal District from 2013 to 2017. 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 employs independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.

Hatem Benjamin is a financial advisor with The Huntington Investment Company in Columbus, OH. He holds Series 63 and Series 66 licenses and has 33 years of industry experience, including prior work at PNC Investments. Outside of his advisory role, he has rental income from property in Bloomfield Hills, Michigan. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities, offering advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm employs an open-architecture investment model combining third-party sub-managers with proprietary offerings from its Private Bank.

Chad Metzger is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Nationwide Investment Services Corporation since 2009. Outside of his advisory role, Metzger serves as treasurer for both the Stonewyck Manor HOA and the Hilliard Davidson Touchdown Club. 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 manages a large number of retail participant accounts within a family of affiliated financial companies.

Beth Anthony is a financial advisor at William Blair with 26 years of industry experience. She joined William Blair in 2026 after 22 years at Stifel Nicolaus & Co., Inc. She holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients with discretionary and non-discretionary investment management, financial planning, and wealth services. The firm employs an active, research-driven approach across multiple asset classes and offers access to proprietary models, third-party sub-managers, and private investment opportunities.

Derek Philpot is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 credentials and 13 years of industry experience. He has worked at Nationwide Investment Services Corp 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, and the Advice Program, managing over $16 billion in discretionary assets. The firm utilizes independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven model focused on retirement plans.

Tobias Cardone Jr. is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 63 designation and over 42 years of industry experience. He has been with VOYA since 2014. Outside of his advisory role, he operates as an independent insurance agent focusing on fixed insurance products and is a partner in Cardone Financial Group, LLC. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, and corporations. The firm combines adviser-led programs with third-party money manager accounts and provides both discretionary and non-discretionary investment options.

Regina Ponce is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Since 2009, she has worked with Nationwide Investment Services Corporation. 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 utilizes independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services while operating within a family of affiliated financial companies.

Clayton Schindley is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and over four years of experience in the financial services industry. His prior work includes roles at 5/3 Bank and Huntington Bank, as well as experience outside finance at Whitt Roofing and Restoration and the United States Postal Service. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated regulatory and supervisory processes.

Amanda Pollay is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 designations and five years of industry experience. She has worked with Nationwide Investment Services Corp since 2020 and previously worked at Wells Fargo from 2016 to 2020. 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 and focuses on a scale-oriented, recordkeeper-driven model serving over 250,000 clients.

Surya Dubey is a financial advisor at The Huntington Investment Company with four years of industry experience. He holds the Series 66 designation and has worked at several Cetera affiliates before joining Huntington in 2025. Prior to his financial services career, he was affiliated with Genpact and had a decade-long involvement with Aryabhatta College (DU) and BPSKV School Deoli. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and proprietary offerings and sponsors multiple wrap-fee programs on the Envestnet MAS platform.

Peter Christie is a financial advisor with Citizens Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to his current role since 2019, he worked at JP Morgan Securities LLC for three years. Outside of his advisory work, he owns a custom home theater installation business and serves as president of a property association. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s offerings include a digital advisory program focused on ETF portfolios and a Managed Account program, operating as both a broker-dealer and insurance agency.

Matthew Steciow is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Creative Planning since 2016. He holds the Series 66 designation and is based in Columbus, OH. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm manages approximately $295.6 billion in assets and employs a financial-planning-led investment approach that incorporates low-cost indexing, direct indexing, and selective private market exposure.

Paul Fuller is a financial advisor at Nationwide Investment Advisors, LLC with 28 years of industry experience. He holds Series 66 and Series 63 designations and previously worked for TIAA-CREF and Tiaa from 2006 to 2026. Nationwide Investment Advisors primarily serves 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 employs a scale-oriented, recordkeeper-driven model that relies on independent financial experts for portfolio construction and focuses exclusively on retirement plan clientele.

Kayleigh Moreau is a financial advisor at Nationwide Investment Advisors, LLC with six years of industry experience. She holds the Series 66 designation and has worked at Nationwide Investment Services Corporation since 2025, GWFS Equities, Inc. since 2017, and previously with the State of Indiana from 2014 to 2017. 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 manages a large number of retail participant accounts within a family of affiliated financial companies.

Wade Sundermann is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with Nationwide Investment Services Corporation since 2000. 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 manages a large number of retail participant accounts within a family of affiliated financial companies.

Andrew Pierce 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 29 years of industry experience, including roles at Nationwide Investment Services Corp and Voya Financial Advisors. 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 engages independent fiduciary experts for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Joshua White is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Signature Real Estate and Huntington National Bank, where he has been employed since 2009. Outside of advisory services, he is the owner of Cornerstone Rental Properties LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture investment model incorporating third-party sub-managers, proprietary Private Bank strategies, and various wrap-fee programs on the Envestnet MAS platform.

Benjamin Kindred is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds a Series 66 designation and has 19 years of industry experience. Prior to joining Nationwide Investment Services Corp in 2017, he worked at The Huntington Investment Company from 2013 to 2017. 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 uses independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Joseph Righetti is a CFP® and ChFC® with 18 years of experience in financial services. He is currently with Nationwide Investment Advisors, LLC and has held positions at Nationwide Investment Services Corp, ICMA-RC Services, Merrill, and Bank of America. He is also the founder of Yugen Wealth Consultancy. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets as of December 31, 2025. The firm employs a scale-oriented, recordkeeper-driven model and relies on independent financial experts to develop model portfolios and investment lineups.