David Fisher is a financial advisor at Guardian Life in Columbus, OH, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guardian Life since 2016. Fisher also manages financial power of attorney responsibilities for a family member and is involved with outside insurance product sales. Guardian Life, through its Park Avenue® Wealth Management subsidiary, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies and provides access to proprietary programs, third-party advisory solutions, and a range of financial planning and consulting services.

Jay Randall is a financial advisor with Principal Financial Services in Dublin, Ohio, holding a Series 63 designation and 17 years of industry experience. He previously worked with Lake Forest Financial Advisors and has been affiliated with several Principal entities since 2008. Randall also engages in selling health and fixed insurance products and serves as a partner at Lake Forest Financial Advisors, focusing on investments for high net worth clients and managing 401(k) plans. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Mark Bucciere is a financial advisor with PlanMember Securities Corporation in Westerville, Ohio. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining PlanMember in 2021, he worked with PNC Funds Distributor LLC and PNC Capital Advisors, LLC from 2010 to 2019. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Christopher Mc Nally is an advisor at SPC with a Series 66 designation and three years of industry experience. He has previously worked at Gilliland Lee Financial Group, Inc. and KeyBank, and has a background that includes roles outside finance such as with the Southern Ohio Copperheads and Golf Galaxy. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management options.

Lior Assa is a CFP® with seven years of industry experience, currently advising at Nationwide Investment Advisors, LLC. His prior roles include positions at Nationwide Investment Services Corp, AE Wealth Management, Bank of America, Merrill Lynch, and Axos Financial. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, offering a scale-oriented, recordkeeper-driven model that manages approximately $16.7 billion in discretionary assets. The firm relies on independent financial experts for portfolio construction and focuses exclusively on plan participants and sponsors.

Andrew Ward is a financial advisor at Nationwide Investment Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Nationwide Investment Services Corp since 2018. Outside of his advisory role, he serves as president of the Old Trinity Evangelical Lutheran Church in Columbus, OH. 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 manages a large number of retail participant accounts through its affiliation with Nationwide Trust Company and Nationwide Life Insurance Company.

Michael Scheiwe is a financial advisor at Key Investment Services LLC in Columbus, OH, holding Series 63 and Series 66 licenses with eight years of industry experience. His previous roles include four years at J.P. Morgan Securities LLC and a brief tenure at KFORCE. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers model-based advisory products through a multi-provider platform and integrates with KeyCorp affiliates to provide additional financial services.

Jody Henley is a financial advisor with Independent Financial Partners, holding a Series 66 credential and bringing 11 years of industry experience. He has worked at firms including LPL Financial and AXA Advisors. Henley is also the COO and Director of Client Experience & Digital Outreach at Advanced Strategies Group, LLC in Powell, Ohio. 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 and offers both discretionary and non-discretionary management, with a notable focus on retirement-plan advisory and pension consulting services.

Nicholas Disalle is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at VOYA Financial Advisors, Inc. since 2014. He previously worked at Voya Financial Partners, LLC from 2002 to 2011. In addition to his advisory role, he is an independent insurance agent. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, and corporate clients. The firm employs a combination of model portfolios, outside strategists, and technology-enabled tools to support client relationships, operating as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

Christopher Coles is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including 13 years at Nationwide Securities Inc. He also serves as an adjunct instructor at The American College in Columbus, Ohio. Nationwide Investment Advisors primarily provides investment advisory services to retirement plan sponsors and participants through programs such as ProAccount, with approximately $16.7 billion in assets under discretionary management. The firm focuses on a scale-oriented, recordkeeper-driven model serving over 250,000 clients with automated enrollment and outsourced portfolio construction.

John Barth is a financial advisor at Nationwide Investment Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments and Edward Jones. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner, utilizing a scale-oriented, recordkeeper-driven model with discretionary portfolio management.

Brian Mickelson is a financial advisor at Valic Financial Advisors with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Valic and Agia in 2022, he worked at W & S Brokerage and Western & Southern Life from 2021 to 2022 and spent over two decades at Stone Fence of Ohio. Outside of his advisory work, he holds a non-securities insurance agent position with Agia. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

Louis Moreno is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 46 years of industry experience, having worked at Nationwide Investment Services Corporation since 1980. 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 approximately 270,000 clients through a team of 335 advisors.

Robert Hassmann is a financial advisor with Kestra Advisory in Powell, Ohio, holding a Series 63 credential and bringing 31 years of industry experience. He has been with Kestra Advisory and its affiliated entities since 2016. Outside of his advisory work, Hassmann also works as a driver for a ridesharing service. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, serving clients that include large institutional investors and sovereign wealth funds.

Todd Statczar is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life. Outside of advising, he assists with financial responsibilities for a commercial cleaning and catering business owned by his spouse. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led management with model-based strategies and provides varied financial planning, consulting, and access to proprietary and third-party investment solutions.

David Castina is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Nationwide Investment Services Corporation and Nationwide Insurance Co. since 1991. Outside of his advisory role, he serves as a board member of the Hillingham Home Owners Association in Chadds Ford, PA. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice for ERISA 401(k) 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 within a large enterprise operating alongside affiliated financial companies.

James Brattensborg is a financial advisor with Nationwide Investment Advisors, LLC based in Columbus, OH. He holds Series 65 and Series 66 credentials and has 14 years of industry experience, including prior roles at Prudential Customer Solutions LLC and Morgan Stanley. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner. The firm employs a scale-oriented, recordkeeper-driven model, serving a large client base with outsourced portfolio construction and automated enrollment.

Candace Deluca is a CFP® with 29 years of experience in the financial industry. She is currently with &PARTNERS and has previously worked with Stratos Wealth Partners, LPL Financial LLC, and Wells Fargo Clearing. She serves on the board of the Financial Planning Association of Central Ohio, where she is the pro-bono director and president-elect. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, and institutions, providing investment management, financial and tax planning, and advisory services through a combination of discretionary and non-discretionary approaches.

Jeremy Williams is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds a Series 66 designation and has 18 years of industry experience, including eight years at Nationwide Securities, LLC. Outside of his advisory role, he serves as a trustee for the Eagles organization in Corning, OH. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets through offerings such as ProAccount. The firm operates a scale-oriented, recordkeeper-driven model focused on plan participants and sponsors, utilizing independent financial experts for portfolio construction and automated enrollment features.

Christian Bryant is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Nationwide Insurance Services Corporation, Creative Planning, LLC, Wipfli Financial Advisors, LLC, and Wells Fargo. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets. The firm utilizes independent financial experts to develop model portfolios and serves a large client base with a scale-oriented, recordkeeper-driven approach.