Howard O'Malley IV is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and possessing 24 years of industry experience. He has been with The Huntington Investment Company since 2009 and worked at Ameriprise Financial Services, LLC for one year starting in 2026. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm utilizes an open-architecture model that incorporates third-party sub-managers and proprietary Private Bank models, offering a range of wrap-fee programs on the Envestnet MAS platform.

Loren Mormino is a financial advisor at Nationwide Investment Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work experience includes roles at Nationwide Investment Services Corporation, USAA, Lowe's Home Improvement, and College Lakes Elementary School. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and plan participants through programs such as ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm manages approximately $16.7 billion in discretionary ProAccount assets and serves a large client base through a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

Tyler Scott is a CFP® and ChFC® with five years of industry experience, currently serving as a financial advisor at Nationwide Investment Advisors, LLC. His work history includes roles at Nationwide Investment Services and Tailored Management. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner (MIP), Smart Alliance, and the Advice Program. The firm manages approximately $16.7 billion in ProAccount assets and uses independent financial experts to develop model portfolios, focusing on a large client base with a scale-oriented, recordkeeper-driven approach.

Jeffrey Szak is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Ameriprise, Talon Private Wealth, Retirement Wealth Advisors, Talon Wealth Management, and Great West Financial Services Equities. Outside of his advisory work, he has been involved in real estate ownership unrelated to investments. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets through programs like ProAccount. The firm employs a scale-oriented, recordkeeper-driven model supported by independent financial experts to develop model portfolios and serves a large client base focused on ERISA-covered plans.

Bryan Jimmerson is a CFP® with five years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. His prior roles include positions at Nationwide Investment Services Corp., Facet Wealth, Inc., and True Wealth Nation. Before entering the financial advisory field, he worked for Dobson Pipe Organ Builders for two years. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing over $16 billion in discretionary assets through programs like ProAccount. The firm utilizes independent experts for portfolio construction and focuses on a large client base served via a scale-oriented, recordkeeper-driven model.

William Vassas III is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Nationwide Investment Services Corporation since 2007. 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 for portfolio construction and serves approximately 270,000 clients with a broad range of discretionary and non-discretionary services.

Lisa Johnson is a financial advisor at Nationwide Investment Advisors, LLC with 20 years of industry experience. She holds a Series 65 designation and has been with Nationwide Investment Services Corporation since 2005. 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 employs independent fiduciary experts to develop model portfolios and serves a large retail participant base through both discretionary and non-discretionary services.

Sherri Panttaja is a CFP® and ChFC® with 16 years of industry experience. She is currently with Nationwide Investment Advisors, LLC and has previously worked at Nationwide Investment Services Corp, MML Distributors, LLC, and Massachusetts Mutual Life Insurance Company. 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 number of retail participant accounts within a family of affiliated financial companies.

Scott Howard is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and having 10 years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, ADP LLC, The Rawlings Company, Equitable Advisors, AXA Advisors, and other firms. He is also an Associated Person of ADP Strategic Plan Services LLC, providing investment advisory services to plan sponsors. 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 relies on independent fiduciary experts for portfolio construction and manages a large number of retail participant accounts within a family of affiliated financial companies.

Dane Robinson is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Ameriprise Financial Services, LLC since 2026 and previously at PNC Investments from 2016 to 2017. Robinson is based in Grove City, OH. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers with proprietary Private Bank models, providing portfolio management, trade execution, and custodial services.

Alfonso Sorichetti Jr. is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. He holds the ChFC® designation and Series 66 license. Since 2015, he has been associated with Nationwide Investment Services 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 employs independent fiduciary experts to develop model portfolios and serves a large client base within a family of affiliated financial companies.

Ayman Ghousheh is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2005. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and integrated platform relationships.

Elizabeth Trevino is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at Fidelity Investments and related Fidelity entities for over a decade before joining Nationwide Investment Services Corporation. 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 serves a large client base through a recordkeeper-driven model that emphasizes outsourced portfolio construction and automated enrollment.

Francis Ardner is a financial advisor with Eagle Strategies (NY Life) based in Worthington, OH. He holds Series 66 and Series 63 registrations and has eight years of industry experience. Prior to his current role, he worked at Nylife Securities LLC and Joel Field - Field Financial Strategies, and he spent eleven years at Battelle Memorial Institute. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Ninoska Metcalfe is a financial advisor at Nationwide Investment Advisors, LLC with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with Nationwide Investment Services Corporation since 2011. 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 client base through a range of discretionary and non-discretionary services.

Gregory Springfield is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with VOYA since 2014. Outside of advisory work, he is involved in the sale and service of Voya's Health Reimbursement Arrangement (HRA) product. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base that includes individuals, charitable organizations, corporations, and plan sponsors. The firm utilizes a combination of model portfolios and manager-driven strategies, offering both discretionary and non-discretionary investment programs alongside an active broker-dealer distribution platform.

Joshua Aust is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 designations and has experience at Nationwide Investment Services Corporation, FCM Financial Planning, Maple Hill Golf, and Hudsonville High School. 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 for portfolio construction and manages a large number of retail participant accounts within a family of affiliated financial companies.

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.