Roger Ruz is a financial advisor at Ameritas Advisory Services, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Grove Point Advisors, The Huntington Investment Company, Nationwide Securities, and J.P. Morgan Asset Management. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a combination of model portfolios, mutual funds, ETFs, and individual securities, offering both discretionary and non-discretionary programs supported by multiple platforms and third-party technology.

Joseph Frederick II is a CFP®-credentialed financial advisor with 27 years of industry experience. He is currently with VOYA Financial Advisors, Inc. and has held positions at Ascent Financial Partners and J3, LLC, where he is a co-owner. He is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporates. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of in-house and third-party strategies, often managing accounts on a non-discretionary basis.

Terry Kelley is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses and over 22 years of industry experience. His prior roles include positions at Equitable Advisors, AXA Advisors LLC, JP Morgan Securities, and Western Southern. He volunteers as an assistant varsity basketball coach for the girls' team at Pickerington High School. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, and corporate clients through a large network of advisors. The firm combines in-house and external strategists with technology-enabled tools to deliver mostly non-discretionary investment services alongside selective discretionary portfolio management.

Anna Michaelson is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. Her prior roles include positions at Continental General Insurance, PNC Investments LLC, and Lincoln Financial. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and uses a multi-provider model that includes portfolio management from Envestnet, Key Wealth Chief Investment Office, and third-party managers.

Bethany Demassimo is a financial advisor with Sanctuary Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. She previously worked at Private Advisor Group and LPL Financial. Outside of finance, she is involved in an entrepreneurial venture, providing bookkeeping services for De Massimo's, LLC, a business that produces and sells pasta and pizza sauces and imports extra virgin olive oil. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports its network of more than 400 independent advisors with a range of portfolio management options and analytical approaches, operating under a fiduciary standard when agreements are in place.

Syria Cribbs is a financial advisor at Nationwide Investment Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and has worked at firms including J.P. Morgan Securities LLC and Wells Fargo Clearing Services LLC. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, utilizing independent financial experts to develop model portfolios and focusing on a scale-oriented, recordkeeper-driven approach.

Guadalupe Ayala is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been with Nationwide Investment Services Company since 2014. 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 model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Brandon Dempsey is a CFP® with eight years of industry experience, currently serving as an advisor at Corient in Columbus, OH. His prior work includes roles at Budros, Ruhlin & Roe and Hamilton Capital, among others. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investments where appropriate.

Michael Landolt is a financial advisor at Voya Financial Advisors, Inc. in Columbus, Ohio, with 27 years of industry experience. He holds a Series 66 designation and has been with Voya Financial Advisors since 2014, previously working at Voya Financial Partners, LLC from 2002 to 2011. Outside of advising, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services, combining in-house and third-party strategies with technology-enabled tools to manage both discretionary and non-discretionary client accounts.

David Cortez is a financial advisor with First Command Advisory Services in Columbus, Ohio, holding Series 63 and Series 65 designations and having two years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and Edward Jones. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using model portfolios and third-party managers from approved lists.

Renee Coil is a financial advisor at Valic Financial Advisors with 26 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at firms including Wells Fargo Clearing, Morgan Keegan & Company, and Ameriprise. Outside of her advisory role, she is an agent for non-securities insurance products with Agia. 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 discretionary unified managed accounts through a large network of advisors, utilizing technology and model solutions to support a high client count per advisor.

Deborah Turner is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 22 years of industry experience, including 20 years at Nationwide Investment Advisors and 22 years at Nationwide Investment Services Corporation. Outside of her advisory role, she is a co-owner of R & D Real Estate Properties and Services, LLC, based in Charlotte, NC. 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.

Morgan Cocozello is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Nationwide Investment Advisors, Morgan worked at Nationwide Investment Services Corporation and held various roles including positions at Whole Foods Market and The Ohio State University. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, managing assets through programs like ProAccount, which reported approximately $16.7 billion in discretionary assets as of the end of 2025. The firm uses independent financial experts to develop model portfolios and focuses on a scale-oriented, recordkeeper-driven service model.

Andrea Nameche is a financial advisor with Guardian Life in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Guardian Life since 2008. Outside of her advisory role, she manages financial and health care power of attorney responsibilities. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm provides tailored client solutions using a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Ryan Stocke is a financial advisor at FIFTH THIRD SECURITIES, Inc. with eight years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fifth Third Bank and its affiliated securities firm since 2016. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, combining third-party managers and advisor-directed strategies to meet varying client risk profiles.

Amanda Asherson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 63 and Series 65 licenses and has 11 years of industry experience. Her prior work includes roles at Nationwide Investment Services Corporation, GWFS Equities, and Beneco. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and the Advice Program. The firm utilizes independent financial experts to develop model portfolios and manages approximately $16.7 billion in ProAccount assets under discretionary management.

Joshua Arnold is a financial advisor at Nationwide Investment Advisors, LLC with 21 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Nationwide in 2013, he worked at Voya Retirement Advisors and Chase Investment Services. Outside of his advisory role, Arnold serves on the boards of MentorKids Kentucky and Jr Cardinal Rugby Academy, and he is the owner of Blu Moose. Nationwide Investment Advisors primarily provides investment advisory services to retirement plan sponsors and participants, managing programs like ProAccount, My Investment Planner, and Smart Alliance. The firm uses independent financial experts to develop model portfolios and supports a high-volume, scale-oriented approach focused on ERISA-covered plans.

Avion Johnson is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials and one year of industry experience. His career includes roles at Empower Financial Services, American Income Life, and Credit ReInventors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage account holders, using an integrated service model linked to Empower’s recordkeeping and administrative platforms.

Glenn Lewis is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and 42 years of industry experience. He has worked at VOYA Financial Advisors since 2014, previously serving at Voya Financial Partners, LLC and Valic Financial Advisors. In addition to his advisory role, he is an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors, Inc. operates as an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategists, model portfolios, and technology-enabled tools to implement recommendations, providing both discretionary and non-discretionary investment management options.

Clinton Bakle is a Series 66-licensed financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, and has 14 years of industry experience. He has been with Nationwide Investment Services Corporation since 2011. Outside of his advisory role, he owns a business focused on golf-related videos, guides, and product reviews. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, specializing in ERISA 401(k) and public 403(b)/457(b) plans. The firm employs independent fiduciary experts for portfolio construction and serves a large retail participant base through a variety of discretionary and non-discretionary services.