Jeanna Clark is a CFP® with 17 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. She has previously worked at LEGATO Financial Group, Northwestern Mutual Investment Services, Robert Baird & Co., and J.J.B. Hilliard W.L. Lyons. 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, managing approximately $16.7 billion in ProAccount assets as of December 31, 2025. The firm uses independent financial experts to develop model portfolios and focuses on a scale-oriented, recordkeeper-driven approach serving over 250,000 clients.

Jessica Rosen is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds a Series 65 designation and has seven years of industry experience. Her prior work includes roles at Nationwide Investment Services Corp, Voya Financial Advisors, Questar Capital Corporation, Questar Capital, and Ameriplan Financial. 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 model portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Jared Quentin Davis is a financial advisor at Equity Services, Inc. with 10 years of industry experience. He holds a Series 63 designation and has worked at several firms, including National Life Group and IFS Financial Services. Outside of his advisory work, Davis serves on the board of a nonprofit religious organization and holds multiple roles at New Burlington Church of Christ, including associate minister, youth minister, and elder. He also writes communion meditations for the Christian Standard. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading, and manages both discretionary and non-discretionary client programs.

Mary Bohan is a financial advisor at Nationwide Investment Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Lincoln Investment and Nationwide Investment Services Corporation. Outside of her advisory role, she is a financial coach through her personal business in Evanston, Illinois. 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 uses independent fiduciary experts to develop model portfolios and manages a large retail participant base within a group of affiliated financial companies.

Gregory Howard is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation and Series 65 and Series 63 licenses. He has 22 years of industry experience, including 16 years with Nationwide Investment Services Corporation. Outside of finance, he is a drummer in a band and owns The Howard Hotel, LLC in Columbus, Ohio. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets under its flagship ProAccount program. The firm focuses on a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

Venetia Abulaban is a financial advisor with The Huntington Investment Company in Columbus, OH, holding Series 63 and Series 65 credentials and having 40 years of industry experience. She has been with The Huntington Investment Company since 1994. While she does not have direct business activities outside of advising, her spouse owns and operates several fast food franchises and rental property ventures. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers and proprietary Private Bank portfolios.

Paul Riggert is a financial advisor with Fifth Third Securities, Inc. in Columbus, Ohio. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at Fifth Third Bank, Whole Foods Market, and Walmart. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account Platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, and is a wholly owned subsidiary of Fifth Third Bank.

Lareesa Haynes is a financial advisor at Janney Montgomery Scott with 16 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates and Morgan Stanley. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and advisory programs.

Robert Eviston is a CFP® professional with 30 years of experience in the financial industry. He has worked at Nationwide Investment Services Corporation and Nationwide Insurance Co since 1988. Outside of his advisory role, he serves as the executor of a family estate. He is affiliated with Nationwide Investment Advisors, LLC, an enterprise firm that provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants. The firm employs independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.

Roger Ruz is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior experience includes a decade at The Huntington Investment Company and more recent roles at Grove Point Advisors, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary advice through a range of discretionary and non-discretionary strategies.

Joseph Frederick II is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Voya Financial Advisors, Inc. and has held roles at Ascent Financial Partners and as a co-owner of J3, LLC, a financial services firm. He is also an independent insurance agent specializing in fixed insurance sales. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides financial planning, portfolio management, and consulting services through various program structures, primarily offering non-discretionary, recommendation-based advice.

Terry Kelley is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Equitable Advisors, AXA Advisors, JP Morgan Securities, and other firms. Outside of his advisory work, he volunteers as an assistant girls varsity basketball coach for Pickerington Schools. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures that emphasize non-discretionary, recommendation-based advice.

Anna Michaelson is a financial advisor with Key Investment Services LLC in Westerville, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at PNC Investments LLC, The Leaders Group, Inc., and Lincoln Financial. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, offering model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with notable affiliations to KeyBank and KeyBanc Capital Markets.

Bethany Demassimo is a financial advisor with Sanctuary Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. She previously worked at Private Advisor Group and LPL Financial, LLC. In addition to her advisory career, she is involved in a family business producing and selling pasta and pizza sauces and importing extra virgin olive oil. Sanctuary Advisors, LLC serves a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a wide range of investment advisory and financial planning services through a large network of independent advisors, employing various analytical approaches and delivering both discretionary and non-discretionary portfolio management.

Syria Cribbs is a financial advisor at Nationwide Investment Advisors, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC and Wells Fargo Clearing Services LLC. 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 to develop model portfolios and manages a large number of retail participant accounts within a family of affiliated financial companies.

Guadalupe Ayala is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been with Nationwide Investment Services Company since 2014. 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 utilizes independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Brandon Dempsey is a CFP® with seven years of industry experience, currently serving as an advisor at Corient in Columbus, OH. His prior work includes roles at Budros, Ruhlin & Roe and Bank of America Merrill Lynch. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Michael Landolt is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and 27 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers comprehensive services like financial planning and portfolio management through multiple program structures, emphasizing recommendation-based relationships with a large portion of assets managed on a non-discretionary basis.

David Cortez is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work history includes positions at Wells Fargo Clearing, Edward Jones, and Branch Banking and Trust. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers, utilizing model portfolios and third-party managers selected from approved lists.

Renee Coil is a financial advisor with Valic Financial Advisors in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Valic Financial Advisors since 2012 and has also worked at Agia since 2022, where she is involved in the sale of non-securities insurance products. Valic Financial Advisors primarily 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, consulting, and brokerage services through its broker-dealer operations.