Robert Bilo is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Nationwide Investment Advisors since 2006 and has been affiliated with Nationwide Investment Services Corporation and Nationwide Insurance Company since the mid-1990s. 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 employs independent fiduciary experts to develop model portfolios and serves a large retail participant base within a family of affiliated financial companies.

Jane Lisitsyn is a financial advisor with The Huntington Investment Company in Columbus, OH, holding a Series 66 license and bringing 11 years of industry experience. She has been with the firm in various capacities since 2016. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs on the Envestnet MAS platform using an open-architecture model that combines third-party sub-managers and affiliate private bank models.

Dax Welsheimer is a ChFC® credentialed financial advisor with 17 years of industry experience, currently affiliated with Principal Financial Services. His prior roles include positions at Dostal and Kirk and Principal Securities, Inc. Beyond his advisory work, he serves as a Care Pastor at Rock City Church, where he oversees various care-related community activities. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Mark Altstaetter is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Columbus, Ohio, holding 25 years of industry experience. He has been with Equity Services since 2014 and also maintains longstanding roles with Dome Financial Services and Webb Insurance Agency, where he is responsible for life insurance accounts. Additionally, he works as a part-time sports writer for The Lima News. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, combining long-term strategies with options for shorter-term trading and specialized instruments, and manages a mix of discretionary and non-discretionary client assets.

David Fisher is a financial advisor with Guardian Life in Columbus, OH, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has worked with Guardian Life since 2016. Outside of his advisory role, he manages financial power of attorney responsibilities for a family member and has established an LLC for business purposes. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs with discretionary and non-discretionary options using both proprietary and third-party models.

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. He previously worked at J.P. Morgan Securities LLC for four years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in investment selection and provides ongoing monitoring and supervisory oversight, while leveraging affiliations within the KeyCorp group.

Alec Vernon is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with several entities affiliated with Huntington since 2020 and previously with W&S Brokerage Services, Western & Southern Life, and National Agents Alliance. Outside of his advisory work, he is a partner in Vernon Capital LLC, a business involved in rental property management. The Huntington Investment Company, operating as Huntington Financial Advisors, 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 model that incorporates third-party sub-managers and proprietary private bank portfolios, providing portfolio management, trade execution, and custodial 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 with Voya Financial Advisors, Inc. since 2014. He is also an independent insurance agent. Voya Financial Advisors serves a broad range of individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through multiple program structures, including unified managed accounts and third-party money manager access.

Christopher Coles is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has been with Nationwide Securities Inc since 2003. Coles also serves as an adjunct instructor at The American College. 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 retail participant base within a family of affiliated financial companies.

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 Park Avenue Securities in Columbus, OH. He holds Series 63 and Series 65 credentials and has eight years of industry experience. Beyond his advisory role, he assists with the financial and tax aspects of a commercial cleaning and catering business owned by his spouse. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary management using both proprietary and third-party model portfolios.