Justin James is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Fifth Third Securities and its affiliated entities since 2010. 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, corporate clients, and institutional investors. The firm’s platform offers multiple discretionary managed-account options and incorporates features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and use of established clearing and advisory platforms.

Jacob Beddow is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Westerville, OH, holding Series 63 and Series 65 credentials and having two years of experience at the firm. His prior work includes roles at Fifth Third Bank, Target, and Columbus State Community College. Outside the financial industry, he works as a delivery driver for DoorDash. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio management via its Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Jason Dixon is a Series 66-licensed financial advisor with 27 years of industry experience. He is currently with Nationwide Investment Advisors, LLC and has previously worked at firms including KeyBank, TD Ameritrade, and Scottrade. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, utilizing a model that relies on independent financial experts for portfolio construction and automated enrollment. The firm manages a substantial client base through programs such as ProAccount, focusing on a scale-driven, recordkeeper-based approach.

Jeffrey Waldeck is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Charles Schwab since 1997 and Nationwide Investment Services Corp since 2019. 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 governed by plan documents and participant risk profiles.

Allison Salyer is a financial advisor at Voya Financial Advisors, Inc. with 25 years of industry experience. She has been with Voya Financial Advisors since 2014 and holds a Series 66 designation. Voya Financial Advisors, Inc. serves individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting through various program structures, emphasizing recommendation-based non-discretionary arrangements.

Weltha Smith is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 licenses and 11 years of industry experience. She has been affiliated with Nationwide Investment Services Corp since 1997. Outside of financial services, she owns a nail spa business in Helena, AL. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets under discretionary management. The firm serves a large client base through a scale-oriented, recordkeeper-driven model that relies on outsourced portfolio construction and automated enrollment.

Ross Hoewischer is a CFP® professional with 19 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2006. He has also been with Fifth Third Bank since 2005. 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 other institutional investors. 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 a unique municipal-advisor registration.

Matthew Snyder is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and 25 years of industry experience. He has been with VOYA since 2014. Outside of his advisory role, he officiates interscholastic and youth sporting events in football and baseball as an independent contractor. VOYA Financial Advisors serves a diverse range of clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through various program structures, emphasizing recommendation-based advice primarily delivered on a non-discretionary basis.

Edward Putnoky Jr. is a financial advisor with SPC in Columbus, OH, holding 38 years of industry experience. He has worked with SPC and Sigma Financial Corporation since 2016. Outside of his advisory role, he operates Monarch Financial Group, an insurance agency specializing in life and health insurance sales. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary advisory functions.

Jason Gaylor is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to third-party asset managers and model portfolios supported by firms such as Fidelity, BlackRock, and Goldman Sachs.

Nolan Gladieux is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He is currently with Corient in Columbus, OH, where he has worked since 2022. Prior to joining Corient, he spent seven years at Budros, Ruhlin & Roe. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Venus Rosario is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 63 and Series 65 credentials and has eight years of industry experience. Prior to her current role, she worked at Nationwide Investment Services Corp and Nationwide Retirement Solutions. 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.

Steven Jesenko is a financial advisor at Nationwide Investment Advisors, LLC with 26 years of industry experience. He holds the ChFC® designation and Series 65 license, and has worked at Nationwide Investment Services Corporation since 2010. 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 approximately $16.7 billion in ProAccount assets and serves a large client base with a scale-oriented, recordkeeper-driven model that relies on outsourced portfolio construction and automated enrollment.

Raul Vargas is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His work history includes roles at Nationwide Investment Services Corp., Human Interest, Gallagher Benefit Services, Newport Group, Inc., and Massachusetts Mutual Life Insurance Company. Nationwide Investment Advisors primarily provides investment advisory services to retirement plan sponsors and participants, using model portfolios developed by independent experts and serving a large client base through a scale-oriented, recordkeeper-driven approach.

Thomas Roberts is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Bank and Fifth Third Securities since 2024, following prior roles at KeyBank and other financial institutions. 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 options and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Drew Brenner is a Series 65-licensed financial advisor with Nationwide Investment Advisors, LLC in Columbus, Ohio, bringing 11 years of industry experience. He previously worked at Nationwide Investment Services Corporation and Nationwide Funds Distributors LLC. Brenner serves in the U.S. Air Force Reserves and owns Covrett Arms, a small arms instruction business in Delaware, Ohio. 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 a family of affiliated financial companies.

Craig Halliday is a financial advisor at &PARTNERS with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement plan consulting using a combination of proprietary and third-party strategies, supported by ongoing monitoring and account reviews.

Bryan Hoppe is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He holds the CFP® and CFA® designations and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as an executor for a family estate. Benjamin F. Edwards & Company serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment and financial planning services through discretionary and non-discretionary wrap programs, utilizing multiple portfolio strategies monitored by an Investment Strategy Committee.

Jacob Stoneburner is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. He has worked at Commonwealth since 2017 and previously had a one-year tenure with the New Orleans Saints. Outside of advising, he contributes to Letterman Row, a sports commentary media platform. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm offers a comprehensive adviser-support platform including managed account programs, access to third-party asset managers, and various investment options.

Jeffrey Lawler is a ChFC® and Series 66 credentialed financial advisor with 25 years of industry experience. He is currently with The Huntington Investment Company and previously worked at Ameriprise, The Leaders Group, Millennium Brokerage, and Nationwide Investment Services Corporation. Lawler serves on the advisory boards of Franklin University’s Leadership Center and Sales Center, contributing to non-profit initiatives focused on education and leadership development. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals—including high-net-worth clients—charitable organizations, and businesses. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party managers and proprietary Private Bank strategies.