Andrew Pleune is a financial advisor at Bankers Life Advisory Services, Inc. with five years of industry experience. He holds the Series 66 designation and has worked at various Bankers Life entities since 2017. Outside of advising, he serves as secretary for AmSpirit Business Connections, a networking group focused on professional referrals. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

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.

Lessie Evans is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. Her prior roles include positions at Nationwide Investment Services Corp and LPL Financial, with earlier experience at Trustmark Securities and Trustmark National Bank. 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 supported by independent financial experts to manage approximately $16.7 billion in ProAccount assets and serves a large client base focused exclusively on retirement plans.

Brian Fitzpatrick is a financial advisor at Nationwide Investment Advisors, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked with Nationwide Investment Services Corporation since 2011. Outside of his advisory role, Fitzpatrick officiates basketball, baseball, and softball games, and operates a small vegetable stand selling surplus garden produce. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets. The firm employs a scalable, recordkeeper-driven model relying on independent financial experts to develop portfolios and serves a large client base focused on retirement plans.

David De Sciscio is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has previously worked at The Huntington Investment Company and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs including the Portfolio Solutions Strategist Digital Offering, an invitation-only discretionary model account for PNC Bank employees that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Derek Stiles is a financial advisor with VOYA Financial Advisors, Inc. and holds a Series 66 designation. He has 26 years of industry experience, including founding Stiles Wealth Management Group and prior involvement in the home remodeling business. Stiles also works as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm utilizes a mix of model portfolios and manager-driven sleeves, providing both discretionary and predominantly non-discretionary investment programs.

Riley Rindo is a financial advisor at MAI Capital Management, LLC in Columbus, Ohio, holding the CFP® designation and Series 65 and 63 licenses. He has 15 years of industry experience, including roles at MAI Capital Management since 2012 and Foreside Fund Services since 2016. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and offers customized portfolio strategies through both in-house and third-party managers, integrating financial planning and tax services into client relationships.

Gage Allen is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at TCP Asset Management, IKEA, and The Ohio State University. He is also involved with Gezi Attire, a business activity spanning five years. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, and institutional clients. The firm delivers advisory and brokerage services through independent representatives, primarily managing assets on a non-discretionary basis.

Stanley Williams is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Gwfs Equities, Inc., The Prudential Insurance Company of America, Prudential Investment Management Services LLC, and TIAA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and annual rebalancing within a framework tied to Empower’s recordkeeping and administrative platforms.

Eric Coombs is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience and has worked extensively within the Nationwide family of companies since 1996, including roles at Nationwide Investment Services Corporation and Nationwide Securities, LLC. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice for ERISA 401(k) plans 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, focusing on retirement-plan business within a large enterprise structure.