James Ryan is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2020. Prior to joining Mercer, he worked for First Ohio Planning, LLC from 2007 to 2020. He is also the owner of First Ohio Planning, which provides life, disability, and long-term care insurance, and a part-owner of JSR Family Investments, a land development investment company. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios with multi-factor tilts, utilizing a variety of implementation options and offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and consulting services.

Jeffrey Ritchey is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 65 and Series 63 licenses and has eight years of industry experience. Prior to joining Nationwide Investment Services Corporation, he worked at Prism Marketing and the Columbus Country Club, and operated as a self-employed professional for 16 years. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm manages approximately $16.7 billion in ProAccount assets and uses a scale-oriented, recordkeeper-driven model with reliance on outsourced portfolio construction and automated enrollment.

Tracy Childers is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and 18 years of industry experience. Prior to joining Nationwide Investment Services Corp in 2020, Childers worked at ICMA RC and HomeMaker. 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 to develop model portfolios and serves a large client base through a comprehensive suite of discretionary and non-discretionary services.

Daniel Jacobs Sr. is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 license and bringing 34 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 the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting. The firm provides advice through multiple program structures with a focus on recommendation-based, non-discretionary relationships.

Denice Chun is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. She has worked at Stratos Wealth Partners since 2018 and previously at LPL Financial and Hong Kong Bakery & Deli. 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’s Strategic Wealth Management platform supports advisor-managed and model-based portfolios with active monitoring and asset allocation across multiple custodians.

Michelle Escobedo is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Nationwide Investment Services Corporation since 2002. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, offering a range of discretionary and non-discretionary services supported by independent fiduciary experts and affiliated financial companies.

Leanne Luttges is a financial advisor at Nationwide Investment Advisors, LLC with 22 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Nationwide Investment Services Corporation since 2016. Based in Columbus, OH, she works within a large enterprise firm serving primarily retirement plan sponsors and participants. Nationwide Investment Advisors provides investment advice and managed-account solutions focused on ERISA 401(k) plans and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and serves a large number of retail participant accounts within a family of affiliated financial companies.

Paul Morganski is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including nearly three decades with Nationwide 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 utilizes independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Melissa Holding is a financial advisor at The Huntington Investment Company with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Truist Investment Services, SunTrust Bank, and BB&T. Holding serves as a board member for IF: Gathering, a faith-based women’s organization, and is vice-chair and strategy committee chair for Carmel Christian School, where she helps provide strategic direction and oversees the school’s five-year growth plan. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, and businesses with advisory and brokerage services. The firm offers a variety of wrap-fee programs using an open-architecture model that combines third-party managers with proprietary Private Bank strategies.

Martin Jerwers is a financial advisor with Fifth Third Securities, Inc. in Dublin, Ohio, holding CFP® and ChFC® designations and possessing 28 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2007. 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, offering multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Susan Wilson is a financial advisor at Nationwide Investment Advisors, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Nationwide Investment Services Corporation since 2017. Prior to that, she spent 19 years at Benefitscorp Equities, Inc. 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 uses independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Philip Lindsay is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds Series 65 and Series 63 licenses and has 10 years of industry experience, all 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 manages approximately $16.7 billion in discretionary ProAccount assets and serves a large client base of over 250,000 plan participants and sponsors using a scale-oriented, recordkeeper-driven model.

Paul Yossem is a financial advisor with Nationwide Investment Advisors, LLC based in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Nationwide Investment Services Corporation since 2007. Outside of his advisory role, Yossem serves as a board member at large for the Western Pension and Benefits Council in both Garden Grove and Orange County, CA, and is the board president of Scripps Ranch High School in San Diego. 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 with both discretionary and non-discretionary services within a family of affiliated financial companies.

Benjamin Lozier is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, Ohio, holding a Series 65 credential with 20 years of industry experience. He has worked with Nationwide Investment Services Corporation since 2023 and previously with Nationwide Fund Distributors LLC from 2012 to 2023. 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 employs independent fiduciary experts to develop model portfolios and serves a large retail participant base within a family of affiliated financial companies.

Kyle Burley is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation and Series 65 and Series 63 licenses. He has 14 years of industry experience, including roles at Nationwide Investment Services Inc. and Equitable Advisors. Outside of his advisory work, he owns the Burley Outdoors YouTube channel. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants, utilizing a scale-oriented, recordkeeper-driven model with discretionary offerings such as ProAccount, which had approximately $16.7 billion in assets under management as of December 31, 2025.

Greg Sabin is a ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Nationwide Investment Services Corporation since 2005. Outside of his advisory work, Sabin is involved in performing comedy at the Sacramento Comedy Spot and contributes as a freelance writer for Sacramento Magazine and Inside Publications. He also participates in nonprofit music activities with the Sacramento Traditional Jazz Society and works part-time in voice-over and acting. Nationwide Investment Advisors, LLC provides 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 serves roughly 270,000 clients with a focus on retirement-plan business.

Joseph Leonetti Jr. is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at The Huntington Investment Company since 1998 and briefly at Ameriprise from 2026 to 2027. Outside of his advisory role, Leonetti serves as Vice President of the Orange Baseball Boosters and Orange Baseball Association and coaches 8th grade baseball at Berkshire Middle School. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm utilizes an open-architecture investment approach with multiple wrap-fee programs and combines third-party and proprietary model offerings.

Scott Grotelueschen is a financial advisor with Primerica Advisors in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance since 2015. Outside of his advisory role, he serves as a board member of The Walk Foundation, which empowers athletes through faith, and participates in an annual mission trip organized by his church. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with a range of brokerage and advisory services. The firm offers proprietary and third-party investment programs, financial planning, and consulting services, managing approximately $15 billion in regulatory assets under management.

Christopher Stanton is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 23 years of industry experience. Stanton has been with Nationwide Investment Services Corp since 2012. 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 employs a scale-oriented, recordkeeper-driven model and collaborates with independent financial experts to develop its investment offerings.

Kevin Calegari is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and with Nationwide Investment Services Corporation since 2004. Outside of his advisory role, he serves as president of the Southern Tier Bicycle Club. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice tailored to ERISA 401(k) plans and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and manages a large number of retail participant accounts relative to its advisory headcount.