Nathan Barnhart is a financial advisor at PNC Wealth Management in Columbus, Ohio, with 27 years of industry experience. He has held his current role since 2014, previously working at PNC Investments. Barnhart holds the Series 63 and Series 65 credentials. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees. The firm employs approved model strategies managed by PNC or third-party strategists, utilizing mutual funds and ETFs with annual rebalancing.

Neil Cook is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds the ChFC® designation and Series 63 and 65 licenses, and has 26 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and affiliated with Nationwide Investment Services Corporation since 2005. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including ERISA 401(k) and public 403(b)/457(b) plans. The firm employs independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Terry Mulhern is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and has five years of industry experience. He is also an author, having written a book titled *Retirement - Congratulations You have Been Promoted to CEO*, and serves as a board member and presenter for Educational Retirement Advisors, where he hosts events to assist individuals with retirement planning. His prior experience includes roles at Affinity Advisory Network LLC, United Financial Services, and Nationwide Insurance. Transamerica Financial Advisors serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering both advisory and broker‑dealer services. The firm uses a combination of proprietary and third‑party investment models, providing discretionary and non‑discretionary program options.

Collin Boyd is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. He previously held roles at Merkel Wealth Management and has experience in consulting as a paraplanner. Boyd is currently involved in preparing investment information and plans to take a more active role in investments after completing the Series 7. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base including institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Andrew Simons is a financial advisor with The Huntington Investment Company in Dublin, Ohio, holding a Series 66 designation and 22 years of industry experience. He has worked at The Huntington Investment Company since 2003 and has been with Ameriprise Financial Services, LLC since 2026. The Huntington Investment Company serves individuals, including high-net-worth clients, 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 combines third-party sub-managers and proprietary models from its Private Bank.

Damon Strickland is a financial advisor at The Huntington Investment Company with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Northwestern Mutual, Mercap Securities, and Ash Brokerage. He is based in Columbus, Ohio. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and businesses through advisory and brokerage services. The firm utilizes an open-architecture investment model combining third-party managers with proprietary Private Bank strategies and offers multiple wrap-fee programs via the Envestnet MAS platform.

Ella Smith is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and 20 years of industry experience. Her prior roles include positions at Nationwide Investment Services Corporation, Bolton Investment, Lincoln Financial Advisors Corporation, John Hancock, and GWFS Equities, Inc. Nationwide Investment Advisors, LLC provides investment advisory services primarily 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 over 250,000 clients, focusing on outsourced portfolio construction and automated enrollment.

Brian Miller is a CFP® and ChFC® with 26 years of industry experience. He has been with Nationwide Investment Advisors, LLC since 2006 and has worked at Nationwide Investment Services Corporation since 2003. Based in Columbus, OH, Miller holds Series 63 and Series 66 licenses. 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Martha Ocampo is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 designations and bringing 10 years of industry experience. She has worked with Nationwide Investment Services Corp since 2018 and previously held roles at JP Morgan Securities LLC, JPMorgan Chase Bank, and Nationwide Life Insurance Company. Outside of financial advising, she is a yoga and fitness instructor at CorePower Yoga in Encinitas, CA. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm manages approximately $16.7 billion in discretionary ProAccount assets and utilizes third-party financial experts to develop model portfolios and investment lineups, serving over 250,000 clients with a scale-oriented approach focused on plan participants and sponsors.

Daniel Due is a CFP® with 23 years of industry experience. He is currently with Corient, where he has worked since 2022, following a long tenure at Budros, Ruhlin & Roe from 1999 to 2023. He holds a Series 63 license and is based in Columbus, OH. 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 corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized affiliate services such as family office and trustee offerings.

Savannah Bellamy is a CFP® with 11 years of industry experience currently with Nationwide Investment Advisors, LLC. Her prior experience includes roles at UBS Financial Services and Nationwide Investment Services Corp. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants through programs like ProAccount and Smart Alliance, managing approximately $16.7 billion in ProAccount assets. The firm serves a large client base through a scale-oriented, recordkeeper-driven model that relies on independent financial experts for portfolio construction and automated enrollment features.

Garin Rydalch is a financial advisor at Private Advisor Group, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Lincoln Investment, Shore Morgan Young, and Switchback Global Capital. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing diverse investment strategies and supporting held-away account management through multiple custodians.

Roberta Eckert is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 63 and Series 66 licenses and has 37 years of industry experience. Since 2013, she has been associated with Nationwide Investment Services Corporation. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including ERISA 401(k) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and serves approximately 270,000 retail participant accounts through a large advisory team, operating within a family of affiliated financial companies that provide custody and recordkeeping services.

Angela Foxx is a Series 66-licensed financial advisor with 13 years of industry experience, currently serving clients at Primerica Advisors in Columbus, Ohio since 2015. She previously worked with Guardian Life Insurance Company during the same period. Outside of her advisory role, Foxx is the founder and executive director of Actions 4 Change, an organization focused on addressing home insecurity and drug addiction, and she also manages Foxx Flavors, LLC, a retail business specializing in sauces and batters. Primerica Advisors is part of Park Avenue Securities LLC, which serves a wide range of retail clients including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms, and provides comprehensive financial planning and consulting solutions.

Christopher Whitlock is a financial advisor at Nationwide Investment Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Nationwide Investment Services Corporation since 2007. Outside of his advisory role, he owns a rental property business in Mexico Beach, Florida. 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 manages a large retail participant base within a family of affiliated financial companies.

Erxis Cardoza is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked with Nationwide Investment Services Corporation since 2015. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing substantial assets through programs like ProAccount. The firm supports a large client base with a scale-oriented, recordkeeper-driven model and relies on independent financial experts for portfolio development.

Emanuel Mahand is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include extensive tenure at Nationwide Investment Services Corporation and positions at The Prudential Insurance Company of America and Pruco Securities LLC. In addition to his advisory work, he serves as an Army officer in the Army Reserves and owns Butler Gardens LLC, a wedding services and music venue business. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants. The firm emphasizes fiduciary oversight through third-party experts and manages a large volume of retail participant accounts within a family of affiliated financial companies.

Erwin Staples is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at Voya Financial Advisors before joining Nationwide Investment Services Corporation in 2018. Nationwide Investment Advisors, LLC specializes in providing investment advisory services to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount discretionary assets as of year-end 2025. The firm employs a scale-oriented, recordkeeper-driven model, serving over 250,000 clients through nearly 400 advisors, focusing on plan participants and sponsors with outsourced portfolio construction and automated enrollment features.

Robert Quirin is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation along with Series 65 and Series 66 licenses. He has 27 years of industry experience, including 20 years with Nationwide Investment Advisors and 26 years with Nationwide Investment Services Corporation. 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.

Douglas Larason is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Nationwide Investment Services Corporation since 2014. Outside of his advisory role, he manages a rental property in Columbus, Ohio. 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 for portfolio construction and serves as an ERISA fiduciary in certain contexts, managing a large number of retail participant accounts within a family of affiliated financial companies.