Carla Jimenez is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Nationwide Investment Services Corp since 2013. Outside of her advisory role, she serves as Secretary for the St. Frederick and St. Stephen Service Club in Edisto Island, SC. 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 number of retail participant accounts through both discretionary and non-discretionary services.

Benjamin Smith is a financial advisor with VOYA Financial Advisors, Inc. in Independence, Ohio, holding 17 years of industry experience. He has worked at VOYA since 2014 and previously spent six years at R.A. Croucher & Associates. In addition to his advisory role, Smith operates as an independent insurance agent specializing in fixed insurance products. 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 employs a mix of model portfolios and manager-driven strategies, offering both discretionary and non-discretionary investment programs within a platform that integrates advisory and broker-dealer services.

Thomas Tyson is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Nationwide Investment Services Corp since 2020 and previously spent nine years at Invesco Distributors, Inc. 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 serves a large client base with a scale-oriented, recordkeeper-driven model and relies on independent financial experts to develop model portfolios.

Nikolas Victor 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 10 years of industry experience and has worked at Nationwide Investment Services Corporation since 2015. 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 employs independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services within a large client base focused on retirement-plan business.

Brandy Dom is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® and Series 65 designations and possessing 19 years of industry experience. She has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2005. Dom serves as a board member and on the financial committee for At Home By High, a nonprofit organization based in Columbus, OH. 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 serves a large retail participant base within a family of affiliated financial companies.

Jacob Sours 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 14 years of industry experience. Since 2011, he has been affiliated with Nationwide Services Investment 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 utilizes independent fiduciary experts to develop portfolios and serves a large retail participant base within a family of affiliated financial companies.

Michael Richardson is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Nationwide Investment Services Corp since 2019 and previously at Gwfs Equities, Inc. from 2016 to 2019. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as 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 for portfolio construction, focusing on a large scale client base within the retirement plan sector.

Matthew Hart is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 31 years of industry experience. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, LPL Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory relationships, with a range of proprietary and third-party investment programs and account-level services.

Christopher Groh is a financial advisor at Nationwide Investment Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Nationwide Investment Services Corporation since 2013. 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Rebecca Ruvolo is a Certified Financial Planner® with 17 years of industry experience. She is currently a financial advisor at VOYA Financial Advisors, Inc. and the owner of Ruvolo Wealth Management LLC, where she provides financial planning and investment management services. Her prior experience includes roles at Charles Schwab, Schwab Wealth Advisory, and Scottrade. In addition to her advisory work, she is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm employs a combination of model portfolios and manager-driven strategies, delivering investment guidance primarily through non-discretionary programs supported by an extensive affiliate ecosystem.

John Brennan Jr. is a financial advisor at Nationwide Investment Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Davenport & Company LLC and Nationwide Investment Services Inc. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, utilizing model portfolios developed by independent financial experts. The firm manages approximately $16.7 billion in ProAccount assets and serves over 250,000 clients through a scale-oriented, recordkeeper-driven model.

Tonya Sax is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and 23 years of industry experience. Her prior roles include positions at PNC Bank and various PNC-affiliated firms, as well as Fisher Investments. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, which manages approximately $16.7 billion in discretionary assets. The firm operates a scale-oriented, recordkeeper-driven model, serving over 250,000 clients with roughly 398 advisors.

Melanio Casupanan III is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Since 2013, he has worked with Nationwide Investment Services Corp. 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 base of retail participant accounts within a family of affiliated financial companies.

Nathan Honigford is an advisor at Fifth Third Securities, Inc. in Columbus, OH, holding Series 65 and Series 63 registrations with one year of industry experience. Prior to joining Fifth Third Securities, he worked at Fifth Third Bank, N.A. and held various roles outside the financial industry, including positions at Grubhub and Chipotle. Outside of his advisory work, he serves as a golf caddie at Scioto Country Club and works as a delivery driver for DoorDash. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering access to the Passageway Managed Account Program with multiple portfolio management options including mutual funds, ETFs, separately managed accounts, and direct indexing strategies.

Andrew Tracy is a financial advisor with The Huntington Investment Company in Columbus, Ohio, holding a Series 66 designation and 19 years of industry experience. His career includes seven years at J.P. Morgan Securities and JP Morgan Chase Bank NA and multiple roles at The Huntington Investment Company since 2019. 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 offers various wrap-fee programs through an open-architecture model that integrates third-party sub-managers with proprietary Private Bank strategies and custodial services via National Financial Services.

Damon Owens is a financial advisor at The Huntington Investment Company with the ChFC® designation and Series 66 and Series 63 licenses, bringing four years of industry experience. His prior roles include positions at Ameriprise Financial Services, Northwestern Mutual, and POWR Management LLC. He has also been involved with Links N Lemonade LLC outside of his advisory career. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models.

Keith Blankemeyer is a financial advisor at MAI Capital Management, LLC with 17 years of industry experience. He holds a Series 65 designation and previously worked for Coons Advisors for 18 years before joining MAI Capital Management in 2025. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

Gregory Watson is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 33 years of industry experience. He has worked at Nationwide Investment Services Corporation since 1999. Outside of his advisory role, he is a partner in Midwest Thunder Midgets LLC. Nationwide Investment Advisors serves retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance, managing approximately $16.7 billion in ProAccount assets. The firm focuses on scalable, recordkeeper-driven solutions and utilizes independent experts for portfolio construction under various fiduciary arrangements.

Pamela Samsey is a Series 66-licensed financial advisor with 22 years of industry experience. She is currently affiliated with Park Avenue Securities and Guardian Life Insurance since 2025 and has prior experience at JPMorgan Chase Bank, J.P. Morgan Securities, RW Baird, and LPL Financial. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial planning and consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a range of account types and lending solutions.

Barry Brown is a financial advisor at Equity Services, Inc. in Columbus, OH, with 32 years of industry experience. He holds a Series 63 designation and has been with Equity Services since 2014. Outside of his advisory work, he is involved as a partner in a self-storage business and a real estate investment company that buys, renovates, and sells or rents residential properties. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a wide range of clients including individuals, corporations, trusts, and charitable organizations. The firm blends long-term investment strategies with options for shorter-term trading and utilizes multiple advisory platforms and third-party asset managers.