Abdallah Osman is a Series 66-licensed financial advisor at PNC Wealth Management with three years of industry experience. His prior experience includes roles at Morgan Stanley and E*TRADE Securities. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that employs algorithm-driven portfolio strategies executed using mutual funds and ETFs.

Julie Tomblin is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and 23 years of industry experience. She has been with Nationwide Investment Services Corporation since 2016. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and plan participants, including 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.

Andres Velasquez is a financial advisor at VALIC Financial Advisors in Columbus, OH, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at VALIC Financial Advisors since 2013 and at Agia since 2022. Outside of his advisory work, Velasquez serves as a softball umpire for the Lancaster Girls Softball organization. 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, utilizing Envestnet-developed UMA models for portfolio construction.

Matthew Gagnon is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with TIAA and TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm operates a fiduciary model combining point-in-time financial planning with ongoing portfolio management through customizable and model-based managed accounts.

Eldon Malone II is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and has worked at Nationwide Investment Services Corporation since 1997. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice for ERISA 401(k) and public 403(b)/457(b) plans. The firm employs independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Toby Woloshan is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Gahanna, OH, holding Series 63 and Series 65 designations and has 22 years of industry experience. He has been with Fifth Third Securities since 2009. Outside of his advisory role, he co-owns TDL Investments, LLC, which manages investment properties. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Jeffrey Harper is a financial advisor with Principal Financial Services and holds Series 63 and Series 66 credentials. He has 31 years of industry experience, including prior roles at Waddell & Reed, Inc. From 2025, he serves as Managing Partner at Lake Forest Financial Advisors. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Christopher Greene is a financial advisor with Nationwide Investment Advisors, LLC and holds Series 63 and Series 66 designations. He has eight years of industry experience, including prior roles at Nationwide Investment Services Corporation, MMl Distributors, MassMutual, John Hancock Distributors LLC, and State Farm. 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 serves a large client base with a scale-oriented model, relying on independent financial experts for portfolio construction and focusing exclusively on plan participants and sponsors.

Gerald Childs is a financial advisor at Nationwide Investment Advisors, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Nationwide Investment Services Corporation, W&S Brokerage Services, and The Prudential Insurance Company of America. Outside of finance, he owns and operates G's Trees, a business unrelated to investment services. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering advisory programs such as ProAccount and My Investment Planner. The firm manages approximately $16.7 billion in discretionary assets through a scale-oriented model that relies on outsourced portfolio construction and automated enrollment features.

Graham Hickey is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation. He has worked in the financial services industry since 2024, including roles at Ameriprise and Nationwide Investment Services Corporation. Outside of his advisory career, he has been involved with managing an Airbnb property called Yellow House on Main. Nationwide Investment Advisors serves retirement plan sponsors and participants using programs such as ProAccount and My Investment Planner. The firm employs independent financial experts to develop investment models, managing over $16 billion in discretionary assets as of late 2025, and focuses on automated, scale-driven delivery for a large client base primarily composed of plan participants.

Eric Bordonaro is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 credentials. He has 17 years of industry experience, including 18 years with Nationwide Investment Services Corporation. 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 focuses on a scale-oriented, recordkeeper-driven model serving a large client base with outsourced portfolio construction and automated enrollment features.

Richard Galzarano is a financial advisor with Hornor, Townsend & Kent, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Hornor, Townsend & Kent since 2014 and also works with Penn Mutual Life Insurance Company. In addition to his advisory role, he serves as a board member of the North Columbus Jaycees, a community organization focused on local service initiatives. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering a range of advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and utilizes third-party asset managers under various account structures, managing billions in assets.

David Cushing is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and 28 years of industry experience. He has been with Voya since 2014 and serves as Senior Adviser at Koch, Cushing Financial Group. He is also president of D.P. Cushing and Associates, LLC, and acts as an independent insurance agent. Additionally, he serves on the board of CSE Federal Credit Union. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures with a preference for recommendation-based relationships.

James Corbett Jr. is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® designation and Series 63 and 65 licenses. He has 15 years of industry experience and has been with Nationwide Investment Services Corporation since 2014. Nationwide Investment Advisors specializes in providing 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Corbin Jones is a financial advisor at Kestra Advisory with a Series 65 credential and one year of industry experience. His prior work includes roles at Buckley Financial Planning and N. Wasserstrom, as well as eight years at Vineyard Columbus Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary services, plan design, employee education, and access to multiple management platforms. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Brook Sharp is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 licenses and possessing six years of industry experience. Prior to joining Nationwide Investment Services Corp in 2019, Sharp worked at Tailored Management and held roles outside the financial sector, including at Jimmy Johns and A Sharp Staffing. 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 and utilizes independent financial experts for portfolio construction, managing approximately $16.7 billion in ProAccount assets under discretionary management as of December 31, 2025.

Zachary Carter is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 63 license and bringing 22 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he serves as an usher and Audit Committee volunteer at Lebanon United Methodist Church. VOYA Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes recommendation-based, non-discretionary relationships and operates as both an SEC-registered investment adviser and broker-dealer.

Robert Gill is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 designations with 24 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation and T. Rowe Price. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner. The firm utilizes independent financial experts to develop model portfolios and focuses on a scale-oriented, recordkeeper-driven approach serving a large client base with an emphasis on ERISA-covered plans.

Robert Willison is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab, Parkland Securities, Edward Jones, and LPL Financial. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s research tools and asset allocation models.

Matthew Marrah is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and eight years of industry experience. He has worked at Stratos Wealth Partners since 2018 and previously held roles at LPL Financial, Axa Advisors, and Miller Management. He is also involved in selling life insurance products to complement his advisory services. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.