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.

Joshua Arnold 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 20 years of industry experience. Prior to his current role, he has been with Nationwide Investment Services Corp since 2013. Outside of his advisory work, Arnold serves as a board member for MentorKids Kentucky and the Jr Cardinal Rugby Academy, and he owns a business called Blu Moose. 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 offers both discretionary and non-discretionary services within a family of affiliated financial companies.

Avion Johnson is a financial advisor at Empower Advisory Group with Series 65 and Series 63 designations and 1 year of industry experience. He previously worked at American Income Life for seven years and 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’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing.

Glenn Lewis is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding a Series 63 designation and bringing 42 years of industry experience. He has been with VOYA since 2014. Outside of his advisory role, he is engaged as an independent insurance agent specializing in the sale of fixed insurance products and fixed indexed annuities. VOYA Financial Advisors serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes recommendation-based advice and operates multiple program structures alongside brokerage activities.

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 ChFC® credentialed financial advisor with 18 years of industry experience, currently practicing at Integrity Alliance, LLC. His prior roles include positions at Lion Street Financial and Prudential Insurance Company of America. Outside of financial advising, he serves as a board member for Folds of Honor Central Ohio and Relationships Under Construction and owns franchise locations for Huntington Learning Center, providing educational services. Integrity Alliance is a large advisory enterprise serving individual investors—including non‑HNW and high‑net‑worth clients—as well as corporations, business entities, and qualified retirement plans. The firm offers a range of advisory and brokerage services, employing a variety of investment approaches through advisor-managed accounts, model portfolios, and third-party sub-advisers.

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.

Kimberly Thomas is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and eight years of industry experience. She has previously worked at Valic Financial Advisor, Inc., Agia, and 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 uses independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.

Thomas Bussard is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Nationwide Investment Advisors since 2006 and has been associated with Nationwide Investment Services Corporation since 1998. Based in Columbus, OH, Bussard’s career is focused within the Nationwide family of firms. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice for ERISA 401(k) plans and public 403(b)/457(b) plans. The firm partners with independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.