Kevin Richard is a financial advisor at Fifth Third Securities, Inc. in Columbus, Ohio, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2018, also working concurrently at Fifth Third Bank since 2015. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party managers, strategist portfolios, and IAR-managed sleeves, with features such as direct indexing and tax-overlay services.

Mark Grise is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2016. Outside of his advisory role, he serves as a board member for the Central Ohio Mountain Bike Organization in Westerville, Ohio. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance. The firm manages approximately $16.7 billion in ProAccount assets under discretionary management and serves a large client base through a scale-oriented, recordkeeper-driven model with outsourced portfolio construction.

David Rankin is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding a Series 66 designation and 24 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, providing mostly non-discretionary recommendations.

Brett Stahl is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at Peak Retirement Planning, Inc. Outside of his advisory role, Brett owns and operates Fitness Life, LLC, a yoga studio in Dublin, Ohio. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a variety of services through a platform-centered approach that includes model portfolio solutions, discretionary asset management, and financial planning.

Jamaal Henry is a CFP® with five years of industry experience, currently serving at Corient. His prior roles include positions at Budros, Ruhlin & Roe, Park Avenue Securities, and Guardian Life Insurance Company. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools to align portfolios with client objectives.

Doris Brito is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 registrations, and has nine years of industry experience. She has worked at Nationwide Investment Services Corp since 2017 and had prior roles at Nationwide and Finish Line. Outside of her advisory work, she holds a part-time position with Lover Boards LLC and has worked as a shopper for Instacart. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing programs like ProAccount that include approximately $16.7 billion in assets under discretionary management. The firm focuses on a scale-oriented model serving over 250,000 clients with roughly 398 advisors, relying on independent experts for portfolio construction and automated participant enrollment.

Matthew Murphy III is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 65 and Series 63 licenses and has eight years of industry experience. His prior work includes roles at Nationwide Investment Services Corp, Tailored Management Contractors, and INVEST Financial Corp. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance. The firm employs a scale-oriented, recordkeeper-driven model and partners with independent financial experts for portfolio construction and management.

Mykell Kincaid is a financial advisor at Nationwide Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Nationwide Investment Services Corporation since 2009. In addition to his financial career, Kincaid has been involved with Mary Kay since 2007. 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 to develop model portfolios and serves a large client base through both discretionary and non-discretionary services within a family of affiliated financial companies.

Robert Hoffman is a CFA® charterholder with 21 years of industry experience. He has worked at MAI Capital Management, LLC since 2025 and previously spent 20 years at JW Coons Advisors, LLC. MAI Capital Management, LLC 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 strategies across multiple asset classes, integrating financial planning and other services into many client relationships.

Kathleen Findeisen is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. Her work history includes positions at Icma Rc and Gwfs Equities, Inc. She is based in Columbus, Ohio. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants, utilizing programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm manages approximately $16.7 billion in ProAccount assets and employs a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

Christina Lessard is a Certified Financial Planner (CFP®) with 18 years of industry experience. She has worked at Nationwide Investment Services Corp since 2018 and previously spent 11 years at The Vanguard Group, Inc. She is based in Columbus, Ohio and holds Series 63 and Series 65 licenses. Nationwide Investment Advisors, LLC 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 engages independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Cian Nielsen Mayer is a financial advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 licenses and two years of industry experience. He has been with Fifth Third Securities since 2023 and has worked at Fifth Third Bank since 2015. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies to meet various risk profiles and investment preferences.

Matthew Zusel is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 credentials and 14 years of industry experience. His prior work includes roles at Nationwide Financial and Paychex, Inc. He is also the owner of an online eBay store, Z2Sports, which specializes in buying and selling sports cards. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner, managing significant assets under discretionary management. The firm employs a scale-oriented, recordkeeper-driven model and partners with independent financial experts for portfolio construction and investment recommendations.

Kevin Rayborn is a ChFC®-designated financial advisor with 22 years of industry experience. He has been with Nationwide Investment Advisors, LLC and Nationwide Investment Services Corporation since 2006. Based in Columbus, OH, he works within an enterprise firm that serves a large client base. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm manages approximately $16.7 billion in ProAccount assets under discretionary management and uses independent financial experts to develop model portfolios and investment lineups.

Matthew Ullmer is a financial advisor at Corient with six years of industry experience. He holds the Series 65 designation and has worked at Corient and related entities since 2022, as well as at Budros, Ruhlin & Roe from 2013 to 2023. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Christopher Waters is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior work includes roles at Nationwide Investment Services Corp, GWFS Equities, Planned Financial Services, LLC, and LPL Financial. Outside of finance, he is the owner and sole proprietor of Chris's Cookies and Desserts, a business he has operated since 2007. 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.

Tanner Singleton is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked with various firms, including Dupont Wealth Solutions and Central Ohio Financial Management Group. Singleton is also a licensed independent insurance agent focusing on fixed insurance products. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a platform approach that includes in-house model portfolios, third-party managers, and integration with Ameritas affiliates to offer a range of discretionary and non-discretionary investment solutions.

Michael Fisher is a financial advisor with PNC Wealth Management in Columbus, OH, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at The Huntington Investment Company and work at Red Hook Grill. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an online discretionary model account available as an invitation-only employee pilot that uses algorithmic risk assessment and approved model strategies executed with mutual funds and ETFs.

Callie Jacobs is a financial advisor at The Huntington Investment Company with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Key Investment Services LLC and Ameriprise Financial Services, LLC. Outside of advisory work, she is involved in clothing resale through platforms like Poshmark and Mercari and owns a landscaping business called New Leaf Landscaping. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture approach that combines third-party and proprietary investment models.

Karen Loomis is a financial advisor with First Command Advisory Services in Columbus, Ohio, holding a Series 66 designation and four years of industry experience. Prior to her current roles at First Command, she worked at NexFinancial Analytikos and the Defense Information Systems Agency. She is the owner of RBL Capital Company, an S-Corp supporting her independent contractor position at First Command, and serves as a trustee for her parents. 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 provides financial planning and multiple wrap-fee asset management programs, with investment decisions made by a centralized Investment Management Team and Wealth Portfolio Managers using approved model portfolios and third-party managers.