Syria Cribbs is a financial advisor at Nationwide Investment Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and has worked at firms including J.P. Morgan Securities LLC and Wells Fargo Clearing Services LLC. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, utilizing independent financial experts to develop model portfolios and focusing on a scale-oriented, recordkeeper-driven approach.

Steven Devlin is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds a Series 63 designation and has worked with Principal Securities Inc. since 2016. Outside of his advisory work, Devlin is involved with Bishop Watterson High School as a JV basketball coach and serves as secretary on the Bishop Watterson Alumni Association board, where he helps with fundraising for scholarships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

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.

Robert Hays is a financial advisor with Stratos Wealth Partners, Ltd in Powell, Ohio. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Hays is also a commissioned notary in the State of Ohio. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients, using an independent advisor-driven model and an open-architecture investment approach that integrates multiple third-party platforms and managers.

Michael Landolt is a financial advisor at Voya Financial Advisors, Inc. in Columbus, Ohio, with 27 years of industry experience. He holds a Series 66 designation and has been with Voya Financial Advisors since 2014, previously working at Voya Financial Partners, LLC from 2002 to 2011. Outside of advising, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services, combining in-house and third-party strategies with technology-enabled tools to manage both discretionary and non-discretionary client accounts.

David Cortez is a financial advisor with First Command Advisory Services in Columbus, Ohio, holding Series 63 and Series 65 designations and having two years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and Edward Jones. 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 offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using model portfolios and third-party managers from approved lists.

Renee Coil is a financial advisor at Valic Financial Advisors with 26 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at firms including Wells Fargo Clearing, Morgan Keegan & Company, and Ameriprise. Outside of her advisory role, she is an agent for non-securities insurance products with Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing technology and model solutions to support a high client count per advisor.

Deborah Turner is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 22 years of industry experience, including 20 years at Nationwide Investment Advisors and 22 years at Nationwide Investment Services Corporation. Outside of her advisory role, she is a co-owner of R & D Real Estate Properties and Services, LLC, based in Charlotte, NC. 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 a large retail participant base within a family of affiliated financial companies.

Joel Hunter is a CFP®-credentialed financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. His prior work includes roles at Kovitz Investment Group Partners, Kovitz Securities, and Trinity Financial Advisors. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management, advisory, financial planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Morgan Cocozello is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Nationwide Investment Advisors, Morgan worked at Nationwide Investment Services Corporation and held various roles including positions at Whole Foods Market and The Ohio State University. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, managing assets through programs like ProAccount, which reported approximately $16.7 billion in discretionary assets as of the end of 2025. The firm uses independent financial experts to develop model portfolios and focuses on a scale-oriented, recordkeeper-driven service model.

Andrea Nameche is a financial advisor with Guardian Life in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Guardian Life since 2008. Outside of her advisory role, she manages financial and health care power of attorney responsibilities. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm provides tailored client solutions using a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Amanda Asherson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Her prior work includes roles at Nationwide Investment Services Corporation, GWFS Equities, and Beneco. 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 number of retail participant accounts through discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Joshua Arnold is a financial advisor at Nationwide Investment Advisors, LLC with 21 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Nationwide in 2013, he worked at Voya Retirement Advisors and Chase Investment Services. Outside of his advisory role, Arnold serves on the boards of MentorKids Kentucky and Jr Cardinal Rugby Academy, and he is the owner of Blu Moose. Nationwide Investment Advisors primarily provides investment advisory services to retirement plan sponsors and participants, managing programs like ProAccount, My Investment Planner, and Smart Alliance. The firm uses independent financial experts to develop model portfolios and supports a high-volume, scale-oriented approach focused on ERISA-covered plans.

Avion Johnson is a financial advisor at Empower Advisory Group with Series 63 and Series 65 designations and one year of industry experience. He previously worked at American Income Life for seven years and at Credit ReInventors for two years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers integrated services linked to Empower’s administrative platforms, delivering point-in-time financial plans and optional managed account solutions within plan lineups selected by sponsors.

Glenn Lewis is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and 42 years of industry experience. He has worked at VOYA Financial Advisors since 2014, previously serving at Voya Financial Partners, LLC and Valic Financial Advisors. In addition to his advisory role, he is an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors, Inc. operates as an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategists, model portfolios, and technology-enabled tools to implement recommendations, providing both discretionary and non-discretionary investment management options.

Clinton Bakle is a Series 66-licensed financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, and has 14 years of industry experience. He has been with Nationwide Investment Services Corporation since 2011. Outside of his advisory role, he owns a business focused on golf-related videos, guides, and product reviews. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, specializing in ERISA 401(k) and public 403(b)/457(b) plans. The firm employs independent fiduciary experts for portfolio construction and serves a large retail participant base through a variety of discretionary and non-discretionary services.

Theodore Alexander is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation and Series 63 and Series 66 licenses, and has 18 years of industry experience. His prior roles include positions at Lion Street Financial, Prudential Insurance Company of America, and Fifth Third Securities. Outside of his advisory work, he is involved in educational services through ownership of franchised Huntington Learning Center locations and serves on the board of local nonprofit organizations including Folds of Honor Central Ohio and Relationships Under Construction. Integrity Alliance, LLC is a large advisory and brokerage firm with over 300 independent advisers managing approximately $5.4 billion in client assets. The firm serves a diverse client base, offering portfolio management, financial planning, and access to multiple investment platforms, employing a range of strategic and tactical allocation approaches.

Joseph Crotty is a CFP® professional with 29 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He has been associated with New York Life Insurance Company since 1996 and has operated Crotty & Associates, LLC since 2007. Outside of his advisory work, he is involved in various real estate ventures through several holding companies. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs with an emphasis on tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Jason Riddle is a financial advisor with PNC Wealth Management in Dublin, Ohio, holding a Series 66 designation and 16 years of industry experience. He previously worked at The Huntington Investment Company for ten years before joining PNC Investments in 2019. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that employs algorithm-driven risk assessment and discretionary management using mutual funds and ETFs.