Carlos Arteaga is a financial advisor with TIAA-CREF in Dublin, Ohio, holding Series 63 and Series 66 designations and 11 years of industry experience. His prior roles include positions at Nationwide Investment Advisors and TD Ameritrade Investment Management. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing discretionary management with a fiduciary standard applied to its RIA services.

Kiarra Marshall is a financial advisor at Janney Montgomery Scott with one year of industry experience. She holds the Series 66 designation and has worked at firms including PNC and NS Charney and Associates. Janney Montgomery Scott is a large dual-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, estates, corporations, retirement plans, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Benjamin Kautz is a CFP® professional with 15 years of experience in financial advising, currently with Mercer Global Advisors Inc. He has held various roles at Mercer since 2015. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

Dorian Larue is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2008. Outside of finance, Larue is the owner and programmer of LARUXSOFT, a developer and distributor of mobile platform games for iOS and Android. 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 retail participant base through a family of affiliated financial companies.

Kristopher Morton is a financial advisor at Nationwide Investment Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Nationwide Investment Services Corp since 2013. 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.

Jeffrey Mccloskey is a financial advisor at Principal Financial Services with 23 years of industry experience. He holds the CFP® designation and Series 63 license. Mccloskey is also the managing member of Insurance First Capital LLC, which sells various types of insurance, including health, home, auto, and liability coverage. Principal Securities offers brokerage and registered investment advisory services to a diverse client base ranging from individual investors to corporations and active-duty military personnel. The firm emphasizes financial planning, retirement consulting, and access to third-party money manager programs, with investment implementation typically handled on a discretionary basis by those managers.

Adam Perkiomaki is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, relying on independent experts to develop investment models and managing approximately $16.7 billion in ProAccount assets under discretionary management as of December 31, 2025. The firm focuses on a large client base with a scale-oriented, recordkeeper-driven model and a narrow client segment centered on retirement plans.

Lessie Evans is a financial advisor at Nationwide Investment Advisors, LLC with 18 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Nationwide Investment Services Corp, LPL Financial, Trustmark Securities, and Trustmark National Bank. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering advisory programs like ProAccount and My Investment Planner, with a focus on outsourced portfolio construction and a recordkeeper-driven model.

Brian Fitzpatrick is a financial advisor at Nationwide Investment Advisors, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked with Nationwide Investment Services Corporation since 2011. Outside of his advisory role, Fitzpatrick officiates basketball, baseball, and softball games, and operates a small vegetable stand selling surplus garden produce. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets. The firm employs a scalable, recordkeeper-driven model relying on independent financial experts to develop portfolios and serves a large client base focused on retirement plans.

David De Sciscio is a Series 66-credentialed financial advisor with 20 years of industry experience. He is currently with PNC Wealth Management and has held prior roles at The Huntington Investment Company, J.P. Morgan Securities, and Chase Investment Services Corp. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategist platform that uses algorithmic risk assessments to guide investments in mutual funds and ETFs with annual rebalancing.

Derek Stiles is a financial advisor at VOYA Financial Advisors, Inc. in Columbus, OH, with 27 years of industry experience. He holds a Series 66 designation and has worked at VOYA Financial Advisors since 2004, including his current role at VOYA Financial Advisors, Inc. since 2014, as well as operating Stiles Wealth Management Group since 2012. Outside of advisory services, he has experience in fixed insurance sales as an independent insurance agent. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides financial planning, portfolio management, unified managed accounts, and retirement advisory services through a large network of investment adviser representatives, combining both in-house and external strategies with technology-enabled tools to implement client recommendations.

Riley Rindo is a CFP® with 16 years of industry experience, currently serving as a director at MAI Capital Management, LLC. He has worked at MAI Capital Management since 2012 and previously spent two years at Strategic Wealth Partners, Ltd. His career also includes a decade of experience with Foreside Fund Services, LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, trusts, sports professionals, and institutional clients. The firm manages a diverse range of investment strategies and offers additional services such as trust administration and insurance through affiliated entities.

Stanley Williams is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Gwfs Equities, Inc., The Prudential Insurance Company of America, Prudential Investment Management Services LLC, and TIAA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and annual rebalancing within a framework tied to Empower’s recordkeeping and administrative platforms.

James Coons is a financial advisor at MAI Capital Management, LLC with 22 years of industry experience. He holds the Series 65 designation and previously operated J. W. Coons Advisors, LLC for over two decades before joining MAI Capital Management in 2025. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a variety of clients, including high-net-worth individuals, families, sports professionals, trusts, and institutional accounts. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services into many client relationships.

Katharine Brent is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has worked with Nationwide Investment Services Corp for a combined total of 12 years, with additional experience at Tifin. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, Smart Alliance, and the Advice Program, managing approximately $16.7 billion in discretionary assets as of December 31, 2025. The firm uses a scale-oriented, recordkeeper-driven model supported by independent financial experts to develop and implement model portfolios.

William Ahrens is a financial advisor at Nationwide Investment Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Nationwide Investment Services Corporation, Voya Financial Partners, and Transamerica Capital. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and advice for ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and operates within a family of affiliated financial companies that provide custody, recordkeeping, and product services.

Aaron Armstrong is a CFP® and CFA® with 20 years of industry experience. He currently works at Corient, where he has been since 2022, following a 22-year tenure at Budros, Ruhlin & Roe. He 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 uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Eric Alarcon Fierro is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Transamerica Life Insurance Company, Merrill Lynch, and Bank of America. 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 $16.7 billion in discretionary assets under ProAccount and employs a scale-oriented model serving a large client base mainly composed of plan participants and sponsors.

Carrie Cummings is a Series 66-credentialed financial advisor with 17 years of industry experience, currently affiliated with Valic Financial Advisors since 2011. She also serves as President of the Board of Trustees for the West Carrollton Education Foundation, which supports local education initiatives through grants and recognition programs. Additionally, she holds a notary public commission and has experience as an insurance agent with Agia. 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Jonathon Williams is a financial advisor at Nationwide Investment Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Nationwide Mutual Insurance Co. since 2015. Outside of his advisory role, he is the owner of JTEP Holdings, LLC, a non-investment-related business. 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 uses independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.