Constance Butler is a financial advisor with Valic Financial Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Valic Financial Advisors since 2004 and also works with Agia since 2022. Outside of her advisory role, she is an ambassador for Plexus Worldwide, a health products distributor, though she does not actively market or sell products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Kelly Mathews is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities. Mathews has spent the majority of his career at Huntington in various roles since 2016. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities, utilizing an open-architecture model that integrates third-party and proprietary investment strategies through multiple wrap-fee programs on the Envestnet platform.

Jerome Mosley Jr. is a financial advisor at Nationwide Investment Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Nationwide Investment Services Corporation since 2003. 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 for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Casey Daly is a financial advisor at The Huntington Investment Company with 20 years of industry experience. He holds a Series 66 credential and has been with the firm in various capacities since 2011. 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 model that integrates third-party sub-managers and proprietary Private Bank models, offering a range of wrap-fee programs through the Envestnet MAS platform.

Frederick Taylor is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds Series 63 and Series 66 designations and has 20 years of industry experience. His prior work includes roles at Nationwide Investment Services Corp, Independent Financial Partners, and LPL Financial, LLC. 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 to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.

Cody Meyerdirk is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2017 and previously spent three years with Voya Financial Advisors. Outside of his advisory role, Cody holds part-time positions in sales, merchandising data, and accounting. 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 utilizes independent financial experts to develop model portfolios, serving a large client base with a recordkeeper-driven, scale-oriented approach focused on ERISA-covered plans.

Edward Heacock Jr. 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 with Mwa Financial Services, Inc. since 2008 and with Modern Woodmen of America since 2007. Outside of his advisory roles, he has managed rental properties since 2009. 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 serves approximately 270,000 clients through a network of 335 advisors.

John Wile is a financial advisor at Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Fifth Third Securities since 1999. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, high-net-worth clients, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Bradley Roach is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds the ChFC® designation and Series 63 and 65 licenses, and has four years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, Randstad, and Safelite Solutions, as well as self-employment managing an irrevocable trust. 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. The firm employs independent financial experts to develop model portfolios and serves a large client base with a scale-oriented, recordkeeper-driven approach.

Susan Gyuro is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Nationwide Investment Services Corporation since 2002. Nationwide Investment Advisors, LLC primarily serves retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm uses independent financial experts to develop model portfolios and manages approximately $16.7 billion in ProAccount assets under discretionary management as of year-end 2025.

Tina Hohl is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 63 designation and over 34 years of industry experience. She has been with VOYA since 2014. Outside of her advisory role, she volunteers with Junior Achievements of OKI Partners, teaching elementary students the basics of money, spending, and saving. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of advisory programs featuring model portfolios and manager-driven strategies, with a focus on non-discretionary investment guidance alongside discretionary offerings.

Alpeshkumar Patel is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Fisher Investments, Park Avenue Securities, Guardian Life Insurance Company, Ironoak Wealth LLC, Meridian Credit Union, and Mortgage Alliance. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, specializing in ERISA 401(k) plans and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and serves a large retail participant base through both discretionary and non-discretionary services.

Jacob Barrera is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Merrill Lynch, Bank of America, Voya Financial Advisors, and GWFS Equities. He is also an independent insurance agent involved in the sales of fixed insurance products. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, managing approximately $16.7 billion in ProAccount assets. The firm uses independent financial experts to develop model portfolios and focuses on a scale-oriented, recordkeeper-driven approach serving a large client base of plan participants and sponsors.

Geno Frissora is a financial advisor with Guardian Life and Park Avenue Securities who holds the ChFC® designation as well as Series 66 and Series 63 licenses. He has 12 years of industry experience, including 11 years at Nationwide Investment Services Corporation. He works at Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and investment advisory programs.

Constance Shaw is a financial advisor at Nationwide Investment Advisors, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at ADP Broker Dealer, Inc. and ADP Inc. from 2007 to 2018. Since 2019, she has been with Nationwide Investment Services Inc. 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 retail participant base within a family of affiliated financial companies.

Martin Roesch is a financial advisor with Valic Financial Advisors in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Valic Financial Advisors since 1996 and also works with Agia. Outside of his advisory role, he serves as a volunteer board member (trustee) for Wolves, Inc., overseeing clubs at Worthington Kilbourne High School. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with integrated tax and ESG overlay options.

Richard Stahl is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked at Nationwide Investment Services Corp since 2017 and previously spent a year at Nationwide. Outside of his advisory role, he serves as a referee for the Ohio High School Athletic Association, a position he has held since 2000. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets through programs such as ProAccount. The firm utilizes independent financial experts to develop model portfolios and maintains a scale-oriented, recordkeeper-driven model focused on plan-related clients.

Gordon Brookhart is a financial advisor with Primerica Advisors in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Company since 2015. Outside of his advisory work, he is involved in harness racing and holds a license to drive horses. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers a range of investment programs and financial planning solutions, utilizing a combination of proprietary and third-party strategies.

Mark Obrock is a financial advisor at Stratos Wealth Partners, Ltd with eight years of industry experience. He holds a Series 65 designation and previously worked at Hamilton Capital Management, Inc. He is also an Assistant Portfolio Manager at Parkview Partners Capital Management in Columbus, Ohio. Stratos Wealth Partners is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets and serving over 24,000 clients. The firm offers a range of advisor-managed and model-based investment strategies, using an open-architecture approach that integrates various external platforms and tools.

Christopher Adams is a financial advisor at Nationwide Investment Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Nationwide Investment Services Corporation, Nationwide Insurance, Allstate Insurance Company, The Prudential Insurance Company of America, and Pruco Securities, LLC. 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.