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.

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 at Stratos Wealth Partners, Ltd with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America, N.A. for nine years. He is also a commissioned notary in the State of Ohio. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios.

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.

Timothy Ferree is a Series 66-licensed financial advisor at The Huntington Investment Company with seven years of industry experience. He has worked at various Huntington entities since 2015, including The Huntington National Bank and The Huntington Investment Company. 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 utilizes an open-architecture investment model combining third-party and proprietary strategies, offering multiple wrap-fee programs administered through the Envestnet MAS platform.

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® with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC, Kovitz Securities, LLC, and Trinity Financial Advisors, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a range of fiduciary, tax, and business management services.

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 at Primerica Advisors in Columbus, OH, with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Primerica Advisors and Guardian Life Insurance Co of America since 2008. Outside of her advisory role, she assists with financial and health care power of attorney responsibilities. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing proprietary model portfolios, third-party managers, and digital advice solutions.

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.