Christopher Brie is a Certified Financial Planner (CFP®) affiliated with Nationwide Investment Advisors, LLC, where he has worked for seven years. His prior experience includes roles at Tailored Management, The Blackwell Inn, and Campus Grinds. He is also a co-owner of 227 Yachtclub Ltd in Columbus, Ohio. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and Smart Alliance. The firm manages approximately $16.7 billion in ProAccount assets and focuses on a scale-oriented, recordkeeper-driven model catering exclusively to plan participants and sponsors.

Alirio Rumbos is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 65 designation and 19 years of industry experience. He has been with Nationwide Investment Services Corporation since 2008. Outside of his advisory role, he participates as a team rider for several companies, including Custom X, Sticky Bumps, and Zinka. 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 number of retail participant accounts within a family of affiliated financial companies.

Evan Franckhauser is a financial advisor at Private Advisor Group, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group and LPL Financial since 2016, following four years at Waddell & Reed. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model, utilizing a combination of asset allocation, fundamental and technical strategies, and technology platforms while often implementing advice through third-party managers and turnkey asset management programs.

Gary Marcinick is a financial advisor at Corient in Columbus, OH, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Budros, Ruhlin & Roe and CIPW Service Company, LLC before joining Corient. Corient provides investment advisory and financial planning services to individual, high-net-worth, institutional, and charitable clients. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and continuous portfolio monitoring.

Blake Price is a CFP® professional with seven years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. His prior roles include positions at Instrumental Wealth, LLC, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, and Pinnacle Trust. Outside of financial advising, he works as an independent contractor for Fathom Realty. 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 to develop model portfolios and operates within a family of affiliated financial companies that provide custody, recordkeeping, and product services.

Andrea Ellis is a CFP® professional with 19 years of industry experience. She has worked at Focus Partners Wealth, LLC since 2026 and previously held roles at Pinnacle Advisors, Mariner Wealth Advisors, JMG Financial Group, Ltd., and The Prudential Insurance Co. of America. Ellis spent over two decades at Budros, Ruhlin & Roe, Inc. prior to her current position. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial and tax planning, business management, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Amanda Johnson is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 65 designation and six years of industry experience. She has been with Nationwide Investment Services Corp since 2020 and Nationwide Insurance since 2019. Outside of her advisory role, she is also an artist with Shadowbox Live in Columbus, OH. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs including ProAccount, My Investment Planner, Smart Alliance, and the Advice Program, managing approximately $16.7 billion in ProAccount assets under discretionary management as of the end of 2025.

Gregory Russell is a ChFC® and Series 66 licensed advisor with 12 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2016. Outside of his advisory role, he operates a loan packaging and business plan consulting service as a sole proprietor. 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 manages approximately $16.7 billion in ProAccount assets and serves a large client base with a scale-oriented, recordkeeper-driven model that leverages outsourced portfolio construction and automated enrollment.

Kristalin Kingsley is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Fidelity Investments and Mission Square Retirement, as well as operating an Etsy storefront specializing in crochet designs. Nationwide Investment Advisors, LLC primarily serves retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, managing approximately $16.7 billion in discretionary assets. The firm leverages independent financial experts to develop model portfolios and focuses on a large client base through a recordkeeper-driven, scale-oriented approach.

Samuel Grooms is a financial advisor with Guardian Life and Park Avenue Securities, holding 18 years of industry experience. He previously worked at New York Life Insurance Company and NYLife Securities. Outside of his advisory role, he is involved with OVE Media LLC, where he dedicates part of his time. Park Avenue Securities, a wholly owned subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers personalized financial planning and investment management through a combination of advisor-led discretionary management and model-based strategies.

Deidre Jackson is a financial advisor at Fifth Third Securities, Inc. in Columbus, Ohio, holding Series 63 and Series 65 credentials with 25 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, supported by its affiliation with Fifth Third Bank and distinctive municipal-advisor registration.

Scott Maiberger is a financial advisor at Corient with 19 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Corient in 2025, he worked at Mutual of America and Nationwide Investment Services Corp. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Grace Flesher is a CFP® professional with three years of industry experience, currently serving at Corient. Her prior roles include positions at Budros, Ruhlin & Roe and the Mount Vernon Nazarene University Business Department. 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 utilizes a goals-based, team investment approach combining in-house strategies with third-party manager solutions and continuous portfolio monitoring through advanced risk management tools.

Mark Knudson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Nationwide Investment Services Corp since 2013. Outside of his advisory role, he serves as president of the Blackhawk Ranch HOA in McCall, Idaho. 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 number of retail participant accounts within a family of affiliated financial companies.

Kirk Steingreaber is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2015. Outside of his advisory role, he is involved in real estate partnerships focused on purchasing, renovating, and selling properties. Nationwide Investment Advisors 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 engages independent fiduciary experts to develop model portfolios and serves a large retail participant base within a family of affiliated financial companies.

Erin Shafer is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Dublin, OH. She holds Series 63 and Series 66 licenses and has 18 years of industry experience, all with Fifth Third Securities or its affiliated entities since 2006. FIFTH THIRD SECURITIES, Inc. serves a wide range of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple managed account programs and investment strategies on its Passageway platform, combining proprietary oversight with third-party portfolio management.

Robert Hackett is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and with 43 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has also worked with Ameritas Life Insurance Corp, Ameritas Investment Corp, and Central Ohio Financial Management Group, where he has served as a licensed independent insurance agent since 1990. In addition to his financial advisory roles, Hackett serves as a State Representative in Ohio’s 10th District. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse clientele, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies using model portfolios, mutual funds, ETFs, interval funds, and individual securities, and operates multiple program platforms including model-based allocation and wrap fee programs.

Valerie Hamilton is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked with Nationwide Investment Services Corporation since 2007 and previously spent seven years at Nationwide Securities LLC. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm serves a large client base with a scale-oriented, recordkeeper-driven model and relies on independent financial experts to develop its investment portfolios.

Rick Watson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Nationwide Investment Services Corporation since 2008. Outside of his advisory work, he is involved in music performance. 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 for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Felicia Rennis is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. Her prior work includes roles at Nationwide Investment Services Corporation, Wells Fargo Clearing, Wells Fargo Bank, and NYLIFE Securities. Outside of finance, she operates Felicia's Fitness LLC, offering a weekly summer boot camp fitness class. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, providing managed-account solutions and investment advice for ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and manages a large retail participant base within a family of affiliated financial companies.