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.

Chase Fryer is a financial advisor at PNC Wealth Management with seven years of industry experience. He previously worked at J.P. Morgan Securities and The Huntington Investment Company, among other firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and invests via mutual funds and ETFs, with portfolio implementation delegated to third parties.

Daniel Smyth is a financial advisor at Citizens Securities, Inc. in Columbus, OH, holding a Series 66 license with three years of industry experience. Prior to joining Citizens Securities, he worked at Morgan Stanley and DoorDash among other roles. Outside of his advisory work, Smyth operates a Twitter account focused on memes and football news. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory, brokerage, and insurance services. The firm’s offerings include a digital advisory program utilizing proprietary algorithms and discretionary portfolio management, alongside commission-based brokerage services.

Jeffrey Rankin is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and having 43 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 annuity and fixed life insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutional clients, and high-net-worth individuals, providing services such as financial planning, portfolio management, and retirement plan consulting. The firm offers advice primarily through non-discretionary, recommendation-based programs and maintains a dual registration as both an investment adviser and broker-dealer.

Abigail Bowman is a financial advisor at Nationwide Investment Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Nationwide Investment Services Corp in 2018, she held roles at Checks and Balances and Simply Rolled Ice Cream, and has experience in nonprofit and educational settings. She also participates as a charity runner with Students Run Chicago. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance, managing approximately $16.7 billion in ProAccount assets. The firm employs a scale-oriented, recordkeeper-driven model relying on independent financial experts to develop investment lineups and focuses on serving plan participants rather than high-net-worth or corporate clients.

Sam Walsh is a financial advisor at VOYA Financial Advisors, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Voya since 2016. Outside of his advisory role, Walsh coaches tennis locally. VOYA Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services. The firm provides advice primarily through non-discretionary programs and blends investment advisory and broker-dealer activities.

Michael Kline is a CFP® professional with 13 years of experience in financial advisory roles. He is currently with Corient in Columbus, OH, where he has worked since 2022. His prior experience includes a 19-year tenure at Budros, Ruhlin & Roe. 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 employs a goals-based, team investment approach that integrates in-house strategies and third-party managers, utilizing risk management tools and offering specialized services such as family office and trustee solutions.

Todd Emoff is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been associated with both Commonwealth Financial Network and Freedom Asset Management since 2005. Outside of his advisory work, he rents a seat on the Chicago Mercantile Exchange. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Amy Riggs is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked with Nationwide Investment Services Corporation since 2010. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily for retirement plan sponsors and participants, including 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.

Andrew Pleune is a Series 66 credentialed advisor with six years of industry experience, currently affiliated with Bankers Life Advisory Services, Inc. He has a background spanning various roles within Bankers Life, including positions at Bankers Life Securities and Bankers Life & Casualty, as well as earlier work with Coca-Cola Bottling Co. Consolidated. Outside of his advisory role, he serves as secretary for AmSpirit Business Connections, a professional networking group. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a mix of fundamental, technical, and cyclical analysis to create tailored investment strategies aligned with clients' goals and risk profiles.