Paul Yossem is a financial advisor with Nationwide Investment Advisors, LLC based in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Nationwide Investment Services Corporation since 2007. Outside of his advisory role, Yossem serves as a board member at large for the Western Pension and Benefits Council in both Garden Grove and Orange County, CA, and is the board president of Scripps Ranch High School in San Diego. 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 with both discretionary and non-discretionary services within a family of affiliated financial companies.

John Kuhn is a financial advisor with Money Concepts Capital Corp in Galloway, Ohio, holding a Series 63 license and 29 years of industry experience. He has worked at Money Concepts Capital Corp since 2002 and has owned Kuhn Accounting & Financial Services, providing tax return preparation and financial statement compilation, since 1987. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. As an enterprise firm with approximately 431 advisors, it manages multiple programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Benjamin Lozier is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, Ohio, holding a Series 65 credential with 20 years of industry experience. He has worked with Nationwide Investment Services Corporation since 2023 and previously with Nationwide Fund Distributors LLC from 2012 to 2023. 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 employs independent fiduciary experts to develop model portfolios and serves a large retail participant base within a family of affiliated financial companies.

Kyle Burley is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 14 years of industry experience, including roles at Nationwide Investment Services Inc. and Equitable Advisors. Outside of his advisory work, he owns and operates the Burley Outdoors YouTube channel. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in assets through discretionary offerings like ProAccount. The firm uses independent financial experts for portfolio construction and serves a large client base focused on retirement plans through a scale-oriented, recordkeeper-driven model.

Greg Sabin is a ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Nationwide Investment Services Corporation since 2005. Outside of his advisory work, Sabin is involved in performing comedy at the Sacramento Comedy Spot and contributes as a freelance writer for Sacramento Magazine and Inside Publications. He also participates in nonprofit music activities with the Sacramento Traditional Jazz Society and works part-time in voice-over and acting. Nationwide Investment Advisors, LLC 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 uses independent fiduciary experts to develop model portfolios and serves roughly 270,000 clients with a focus on retirement-plan business.

Christopher Stanton 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 23 years of industry experience. Stanton has been with Nationwide Investment Services Corp since 2012. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm employs a scale-oriented, recordkeeper-driven model and collaborates with independent financial experts to develop its investment offerings.

Kevin Calegari is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and with Nationwide Investment Services Corporation since 2004. Outside of his advisory role, he serves as president of the Southern Tier Bicycle Club. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice tailored to ERISA 401(k) plans and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and manages a large number of retail participant accounts relative to its advisory headcount.

Alec Marshak is a financial advisor at Transamerica Financial Advisors with four years of industry experience. He holds a Series 65 designation and has worked at several firms including Morgan Stanley and Strategic Value Partners LLC. Marshak is also a licensed life insurance agent affiliated with Transamerica’s related agencies. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

James Brennan is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, Jackson National Life Distributors, Kestra Investment Services, and Wells Fargo Clearing. He serves as a board member for Let Me Run, a nonprofit organization based in Charlotte, NC. 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 emphasizes a scale-oriented, recordkeeper-driven model that relies on outsourced portfolio construction and automated enrollment to serve a large client base within the retirement plan sector.

Charles De Luca is a financial advisor at &PARTNERS in Hilliard, OH, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining &PARTNERS, he worked at LPL Financial and held various roles at Miami University. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services, employing fundamental, technical, and quantitative analysis across both discretionary and non-discretionary account management.

Robert Lee is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, American Benefits Exchange, ProEquities, Inc., Illinois Mutual Life Insurance, and The Prudential Insurance Company of America. 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 employs independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Matthew Gayman is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Nationwide Investment Services Corporation since 2005. Outside of his advisory role, he is involved with the Roseview Homeowners Association in Scottsdale, Arizona. 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 employs independent fiduciary experts to manage model portfolios and serves a large retail participant base through a comprehensive suite of retirement-plan services.

Drew Smith is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and E*TRADE Securities, among other roles outside the financial sector, including positions at Uber Eats, DoorDash, Papa Johns, Cross Country Inns Inc, and Scioto Reserve Country Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative screens with qualitative research and includes an ESG eligibility framework in its recommendations.

Jeffrey D. Wolfe, CIMA®, CPFA, CRPC®, PIA, RAFA, is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager at Merrill Lynch Wealth Management. He is the founder of The Wolfe Group, where he manages the wealth management process for high-net-worth individuals and small businesses. His work emphasizes risk management of concentrated equity positions, portfolio design, and investment management. He also focuses on creating and implementing high probability outcomes for clients’ financial futures by evaluating lifestyle income and expenditure assumptions with a strong emphasis on downside risk assessment. Jeffrey has managed discretionary personalized and defined investment strategies, including individual stocks and bonds, Merrill model portfolios, and third-party investment solutions. His client focus areas include college education planning, divorce transition planning, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, and retirement income. Jeffrey has been with Merrill Lynch since 1995. He holds a Bachelor of Science in Business Administration with a major in Finance from The Ohio State University and an MBA from The University of Chicago Booth School of Business. Jeffrey’s professional designations include Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In his personal time, he enjoys baseball, boating, camping, fishing, hiking, reading, running, and traveling.

John Darrah is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 66 and Series 63 designations and bringing 17 years of industry experience. He has worked at P. Morgan Chase Bank and J.P. Morgan Securities since 2013 and previously spent three years at Ridgewood Plans, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program supported by centralized due diligence and a team of investment professionals.

Brian Shepard is a financial advisor at Raymond James & Associates with 22 years of industry experience. He has been with Raymond James since 2013 and holds a Series 66 designation. Outside of his advisory work, he owns and manages several small businesses including a bookkeeping and project management firm. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, drawing on multiple portfolio management styles and affiliated research, with a notable focus on municipal advisory services and small employer retirement plan consulting.

James Stair is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Fidelity divisions since 2004. Outside of his advisory role, he serves as the treasurer for the Columbus Chill Youth Hockey Association’s 2013 AA team. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including those for registered investment companies and model portfolios for intermediary platforms.

Zachary Shepard is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds the Series 66 designation and has previously worked at The Huntington Investment Company, PNC Investments, PNC Bank, and Edward Jones. Outside of his advisory work, he serves on the board of the Roy G Biv Gallery for Emerging Artists and the Vetro Lofts Condominium Owners Association in Columbus, Ohio. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Avery Venetta is a financial advisor at UBS Financial Services in Columbus, OH, holding a Series 66 designation with four years of industry experience. Prior to joining UBS in 2022, Avery worked at the University of South Carolina and Olentangy Liberty High School. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based strategies to tailor plans to clients’ goals and risk tolerances while combining institutional trading capabilities with wealth management services.

Craig Forsberg is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with LPL Financial in Dublin, OH, where he has worked since 2020. Prior to LPL, Forsberg held roles at Lincoln Investment and Legend Advisory Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.