Bryan Hoppe is a CFP® and CFA® affiliated with Benjamin F. Edwards & Company, Inc., with 11 years of industry experience. He has worked at Benjamin F. Edwards 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 SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models with periodic strategic reviews.

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.

Philip Johnson is a financial advisor at Independent Financial Group, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities for ten years and Aegis Capital Corp for one year. He is also the owner of PRJ Wealth Management, LLC, an entity established for tax purposes. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets under management.

Jason Codrea is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 22 years of industry experience. He has been with Private Advisor Group since 2016 and has also been associated with LPL Financial since 2009. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

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 with Guardian Life and holds a Series 66 designation. He has one year of experience in the financial services industry, including his current role at Park Avenue Securities and Guardian Life Insurance Company. Prior to this, he spent 13 years at United Pool Distribution, Inc. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Gayge Carroll is a financial advisor at The Huntington Investment Company with three years of industry experience. She holds a Series 66 credential and has previously worked at AGIA, Valic Financial Advisors, and PNC Bank. Outside of her advisory work, Carroll owns Moss & Marble Candles L.L.C., an e-commerce and local flea market business that produces and sells various candle products. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, and corporations with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party and proprietary investment strategies.

Thomas Nawrocki is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 66 and Series 63 designations and bringing 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 approximately $16.7 billion in discretionary ProAccount assets. The firm serves a large client base through a scale-oriented, recordkeeper-driven model, relying on 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 bringing 24 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent six years with Legend Equities Corporation. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and various model portfolio options, managing about $22.9 billion in advisory assets through both discretionary and non-discretionary programs.

John Mccorkle is a financial advisor at MAI Capital Management, LLC in Columbus, OH, holding Series 63 and Series 66 designations with 19 years of industry experience. He previously worked at J.W. Coons Advisors, LLC for 13 years before joining MAI Capital Management in 2025. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various strategies, integrating financial planning and tax services into many client relationships.

Daniel Fowler is a financial advisor at Nationwide Investment Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including USI Securities, GWFS Equities, and MassMutual. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, using programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm manages approximately $16.7 billion in ProAccount assets and operates a scale-oriented model focused on recordkeeper-driven solutions and outsourced portfolio construction.

Stephen Vajskop is a financial advisor with The Huntington Investment Company in Columbus, OH. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior experience includes roles at Huntington Bank and Foodtown. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals including high-net-worth clients, charitable organizations, and corporations. The firm offers advisory and brokerage services through multiple wrap-fee programs and utilizes an open-architecture model that combines third-party and affiliate investment strategies.

Matthew Casey is a financial advisor with Independent Financial Partners holding a Series 66 designation and three years of industry experience. Prior to joining Independent Financial Partners and IFP Securities in 2025, he worked at Cambridge Investment Research from 2020 to 2025. Outside of his advisory work, he owns and operates AnchorPoint Wealth, a planning and advisory services business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform focused on serving individual, charitable, corporate, and high-net-worth clients with a decentralized investment approach and notable retirement-plan advisory capabilities.

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 65 and Series 63 designations and has been with Nationwide Investment Services Corp since 2013. 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 uses independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven model focused on retirement plans.

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.