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.

Kevin Jones is a CFP® with 13 years of industry experience currently with Nationwide Investment Advisors, LLC. He has worked at Edward Jones and serves in the US Army Reserve. 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 manages a large number of retail participant accounts within a family of affiliated financial companies.

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 experience, currently working at Nationwide Investment Advisors, LLC since 2016. Prior to this, he has been employed 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 and My Investment Planner. The firm manages approximately $16.7 billion in discretionary assets and serves a large client base using a model that emphasizes scale, recordkeeper partnerships, and outsourced portfolio management.

Bartosz Warzycha is a financial advisor at Guardian Life with 12 years of industry experience. He holds a Series 63 designation and has been with Guardian Life and its affiliates since 2016. 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. He works at Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and employs a variety of in-house and third-party portfolio management strategies.

Keia Holt is a financial advisor with The Huntington Investment Company in Columbus, OH, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Huntington in 2026, she worked at Empower Advisory Group, Empower Financial Services, UBS Financial Services, and Nationwide Investment Services Corp. Outside of her advisory role, Holt serves as a pastor and founder of Covenant Believers Community Church and is an author who actively writes and promotes books. 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 and affiliate model offerings, with portfolio management and custodial services provided via National Financial Services.

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 financial advisor with William Blair, holding a Series 66 designation and 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, Mccarthy is actively involved in the ice hockey community as a referee, coach, and instructor for various youth and amateur hockey organizations in Ohio. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across asset classes and offers proprietary models, third-party sub-manager options, and access to private funds and co-investments.

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., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with VOYA since 2014 and has a background that includes roles at Aetna Financial Services, Inc., and Aetna Investment Services, Inc. In addition to his advisory work, he is involved as an independent insurance agent and a partner in a site development business. 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 adviser-led programs and combines an advisory platform with an active broker-dealer distribution model and an extensive affiliate network.

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 in Dublin, OH, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Stratos Wealth Partners since 2018, following previous roles at Advisors' Pride and LPL Financial. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios.

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.

Matthew Terwilliger is a financial advisor at Sanctuary Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, Terwilliger serves as a board member for The O Foundation, which supports Ohio State University student athletes in partnering with local charities, and he is the treasurer and a board member of the Upper Arlington Basketball Club, a youth basketball organization. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm delivers customized investment programs through a large network of independent advisors and affiliated broker-dealer entities, utilizing various account structures and third-party sub-advisors to implement diverse investment strategies.

Kristin Reilly is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Nationwide Investment Services Corporation since 2011. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions for ERISA 401(k) plans and public 403(b)/457(b) plans. The firm employs independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services within a large retirement-plan-focused platform.

Nathan Shevelow is a financial advisor at Nationwide Investment Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at The Huntington Investment Company and The Huntington National Bank. He also spent four years at The Ohio State University. 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.

Karen Socola is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and 11 years of industry experience. She has worked with Nationwide Investment Services Corporation since 2014. Outside of her advisory role, she owns a rental property business in Clifton Park, NY. 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 manages over $16 billion in discretionary assets and serves a large client base via a scale-oriented, recordkeeper-driven model that relies on independent financial experts for portfolio construction.