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.

Brian Quinlin is a financial advisor with Nationwide Investment Advisors, LLC based in Columbus, OH. He holds the Chartered Financial Consultant (ChFC®) designation and securities licenses Series 65 and Series 63, with 11 years of industry experience. His career includes nearly a decade at Nationwide Investment Services Corporation and roles at Thrivent Investment Management Inc. and Thrivent Financial. 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 manages discretionary assets with a scale-oriented, recordkeeper-driven model, serving a large number of clients per advisor and relying on independent financial experts for portfolio construction.

Anousone Gravitt is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has previously worked at Nationwide Investment Services Corporation and Massachusetts Life Insurance Company. 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 uses a scale-oriented, recordkeeper-driven model with outsourced portfolio construction, managing approximately $16.7 billion in ProAccount assets under discretionary management as of December 31, 2025.

Randal Regoli is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 credentials and has nine years of industry experience. His prior work includes roles at MyLifeWerks and Nickayle Franchises LLC, and he has been affiliated with AllState Insurance Company since 2005. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and features such as direct indexing and a tax-overlay service.

Caleb Stoneburner is a financial advisor with Commonwealth Financial Network holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Fidelity Investments and ownership of Stoneburner Wealth Management, LLC. He also has experience outside finance, having worked at Ohio Laser LLC and in the hospitality industry at Muirfield Village Country Club. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services.

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.