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 CFP® and CFA® with 12 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2018 and previously spent two years with Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as an executor for a family estate. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including financial planning, investment management, and retirement plan consulting, combining proprietary and third-party strategies across discretionary and non-discretionary managed solutions.

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.

Philip Johnson is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior work includes roles at J.P. Morgan Securities and Chase Investment Services Corp. He is also the owner of PRJ Wealth Management, LLC, an entity used for tax purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm combines strategic asset allocation with multi-manager portfolios and offers financial planning and portfolio management through various platforms.

Jason Codrea is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 23 years of industry experience. He has previously worked at LPL Financial and Waddell & Reed. His outside activities include managing Codrea Financial Services, an enterprise providing investment advisory services separate from his primary firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions through proprietary platforms and third-party managers, employing a fiduciary-based advisory model tailored to client goals and risk tolerances.

Andrew Frederick is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Nationwide Investment Services Corporation since 2016. 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.

Kyle Storey is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His prior work includes 13 years at United Pool Distribution, Inc. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm provides customized financial planning and investment management solutions using both advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.

Thomas Nawrocki is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 66 designations and has 28 years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, GWFS Equities, Inc., MML Distributors, LLC, and MassMutual Life Insurance Company. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing significant assets through discretionary programs such as ProAccount. The firm employs a scale-oriented model focused on plan participants, utilizing independent experts for portfolio construction and automated enrollment features.

Rance Edwards is a CFP® with 10 years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. His prior experience includes roles at J.P. Morgan Securities, Morgan Stanley, USAA Financial Advisors, and Ameriprise Financial Services. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice focused on ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and operates within a family of affiliated financial companies that provide custody, recordkeeping, and product services.

Kimberly Popoff is a Series 66-licensed financial advisor with 12 years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC since 2026. Her work history includes roles at Nationwide Investment Services Corporation, Voya Financial, OneAmerica Securities, American United Life, and Wells Fargo Advisors. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm employs a scaled, recordkeeper-driven model serving over 250,000 clients with roughly 398 advisors, focusing on plan participants and sponsors using outsourced portfolio construction and automated enrollment.

Michael Domino is a financial advisor with Lincoln Investment in Columbus, OH, holding a Series 63 designation and 24 years of industry experience. He has worked at Lincoln Investment since 2017 and was previously with Legend Equities Corporation for six years. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that develops model portfolios and dynamic strategies.

John Mccorkle is a financial advisor at MAI Capital Management, LLC with 20 years of industry experience. He previously worked for J.W. Coons Advisors, LLC for 13 years before joining MAI Capital Management in 2025. He holds the Series 63 and Series 66 designations. MAI Capital Management provides investment management, 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 a range of customized portfolio strategies and integrates financial planning and tax services into client relationships.

Daniel Fowler is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at Nationwide Investment Services Corporation, USI Securities, USI Consulting Group, GWFS Equities, MMl Distributors, MassMutual, Crown Capital Securities, and The Ryding Company. 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 ProAccount assets and employs a scale-oriented, recordkeeper-driven model relying on outsourced portfolio construction and automated enrollment.

Matthew Casey is a financial advisor with Independent Financial Partners in New Albany, OH, holding a Series 66 designation and four years of industry experience. He previously worked at Cambridge Investment Research Inc. and Capital Financial Group. Outside of his advisory work, Casey owns AnchorPoint Wealth, a planning and advisory service operating as a DBA. Independent Financial Partners is a nationwide firm that provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm offers a decentralized model with various investment strategies and notable capabilities in retirement-plan advisory and pension consulting.

Jeffrey Kirk is a financial advisor at Principal Financial Services with 24 years of industry experience. He has been associated with Dostal & Kirk Inc. since 2010 and Principal Life Insurance since 2007. In addition to his advisory role, Kirk serves as a non-officer board member of the Wedgewood Golf and Country Club in Powell, Ohio. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Guy Gohn is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 14 years of industry experience. He has been associated with ASC Financial Group, LLC since 2015 and with American Senior Coordinators, LLC since 2011, where he serves as an associate independent contractor. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, and offers investment management primarily on a discretionary basis using a variety of strategies and models.

Gareth Ward is a financial advisor at Nationwide Investment Advisors, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Nationwide Investment Services Corp since 2013. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm employs a scale-oriented, recordkeeper-driven model and delegates portfolio construction to independent financial experts, managing approximately $16.7 billion in ProAccount assets as of December 31, 2025.

Jasmine Adams is a financial advisor at Nationwide Investment Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including JP Morgan Securities LLC, Transamerica Investors Securities Corporation, and Valic Financial Advisors. 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 for portfolio construction and serves a large number of retail participant accounts within a family of affiliated financial companies.

Janice Nichols is a financial advisor at Nationwide Investment Advisors, LLC with 16 years of industry experience. She holds the Series 66 designation and has worked at Nationwide Investment Services Corporation 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 for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Sharon Kiker is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Nationwide Investment Services Corporation since 2023 and has been associated with TIAA and TIAA-CREF since 2013. 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 serves a large client base via a scale-oriented, recordkeeper-driven model, focusing exclusively on plan participants and sponsors.