Kelli Gargasz is a financial advisor with Stratos Wealth Partners, Ltd. She holds Series 63 and Series 66 designations and has 21 years of industry experience. Her prior experience includes roles at Morgan Stanley and LPL Financial. Outside of her advisory work, she facilitates educational workshops focused on divorce support through the Second Saturday program. Stratos Wealth Partners is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions. Its advisor-driven, open-architecture model integrates multiple platforms and managers to provide customized portfolio management and active monitoring.

Gary Myers is a financial advisor at Nationwide Investment Advisors, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Nationwide Investment Services Corporation since 2016. 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 utilizes independent financial experts to develop model portfolios and serves a large client base with a scale-oriented, recordkeeper-driven approach focused on ERISA-covered plans.

Ashley Gillespie is a Series 66-licensed financial advisor with 19 years of industry experience. She is currently with Nationwide Investment Advisors, LLC, and has previously worked at Nationwide Securities, LLC and The Huntington Investment Company. Gillespie is based in Columbus, Ohio. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and the Advice Program. The firm manages approximately $16.7 billion in ProAccount assets and serves a large client base using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction.

David Miller is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2016. Outside of his advisory role, he serves as president of the South Central Football Officials Association. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm relies on independent financial experts to develop model portfolios and serves a large client base through a scale‑oriented, recordkeeper‑driven approach.

Elliott Cobb is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, Equitable Advisors, and Foresters Advisory Services. Outside of his advisory work, he is the owner of Supreme Group, a business based in Philadelphia. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, which manages approximately $16.7 billion in discretionary assets. The firm focuses on a scale-oriented, recordkeeper-driven model that serves a large client base with outsourced portfolio construction and automated enrollment.

Jessica Lee is a financial advisor with Corient, holding a Series 63 designation and over 22 years of industry experience. She worked at Budros, Ruhlin & Roe for 21 years before joining Corient in 2022. Outside of her advisory role, Lee serves as Treasurer for the Hilliard Education Foundation and as Expense Treasurer for the Davidson High Music Booster, supporting local educational and music programs. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach using in-house strategies and third-party managers, incorporating risk management tools and alternative investment options when appropriate.

Kyle Radabaugh is a CFP® professional with eight years of industry experience, currently serving at Corient in Columbus, OH. His work history includes positions at Budros, Ruhlin & Roe and CIPW Service Company prior to joining Corient. 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 investment approach that integrates in-house strategies and third-party manager solutions, with ongoing portfolio monitoring and risk management to align investments with client objectives.

Aaron Barton is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a ChFC® designation and Series 65 and Series 63 licenses. He has 10 years of industry experience, having worked at Nationwide Investment Services Corporation since 2016 and maintaining self-employment activities since 2006. Outside of finance, he works as a private chess tutor. 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 serves a large client base using a scale-oriented, recordkeeper-driven model and relies on independent financial experts for portfolio construction.

Jerel Gadberry is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, Sagepoint Financial, and Thrivent Financial. 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 utilizes independent fiduciary experts to develop model portfolios and manages a large number of retail participant accounts within a family of affiliated financial companies.

Kevin Wuebker is a CFP® professional with 11 years of industry experience, currently serving at Corient in Columbus, OH. He previously worked for Budros, Ruhlin & Roe from 2007 to 2023. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies and third-party manager solutions, continuously monitoring portfolios with risk management tools to align with client objectives.

Olivia Herzog is a financial advisor at Corient with four years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James Financial Services Advisors, Inc. and Hyre Personal Wealth Advisors. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Jeffrey Jamieson is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 66, Series 63, and Series 65 credentials and 12 years of industry experience. His prior roles include positions at Nationwide Investment Services Corp, Ameriprise Financial Services, FTB Advisors, MML Distributors, Massachusetts Mutual Life Insurance Company, and Waddell & Reed. Nationwide Investment Advisors, LLC 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 under discretionary management as of December 31, 2025. The firm employs a scale-oriented, recordkeeper-driven model, relying on independent experts for portfolio construction and serving a large client base focused on retirement plans.

Luis Ervin is a financial advisor at Nationwide Investment Advisors, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes positions at Fidelity Investments and various educational institutions, as well as a role with the University of California, Riverside Police Department. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance. The firm manages approximately $16.7 billion in discretionary assets and serves a large client base using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

Kathryn Glanz is a CFP® and holds a Series 65 license with 18 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Relative Value Partners, and Brownson, Rehmus & Foxworth, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies alongside third-party managers and private funds.

Nathan Barnhart is a financial advisor at PNC Wealth Management in Columbus, Ohio, with 27 years of industry experience. He has held his current role since 2014, previously working at PNC Investments. Barnhart holds the Series 63 and Series 65 credentials. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees. The firm employs approved model strategies managed by PNC or third-party strategists, utilizing mutual funds and ETFs with annual rebalancing.

Neil Cook is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds the ChFC® designation and Series 63 and 65 licenses, and has 26 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and affiliated with Nationwide Investment Services Corporation since 2005. 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 employs independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Corey Clark is a financial advisor with Guardian Life in Columbus, Ohio, holding 13 years of industry experience. He previously worked at Principal Financial Services before joining Guardian Life, where he has spent the majority of his career. Outside of his advisory role, Clark is a co-owner of Advisors Accelerated, LLC, a life insurance-focused business, and he owns an automotive equipment business. Guardian Life provides brokerage and investment advisory services to individuals, corporations, and organizations, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party programs. The firm’s offering includes financial planning, retirement plan services, and a range of specialized solutions tailored by its investment adviser representatives.

Terry Mulhern is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and has five years of industry experience. He is also an author, having written a book titled *Retirement - Congratulations You have Been Promoted to CEO*, and serves as a board member and presenter for Educational Retirement Advisors, where he hosts events to assist individuals with retirement planning. His prior experience includes roles at Affinity Advisory Network LLC, United Financial Services, and Nationwide Insurance. Transamerica Financial Advisors serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering both advisory and broker‑dealer services. The firm uses a combination of proprietary and third‑party investment models, providing discretionary and non‑discretionary program options.

Christopher Johnston is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at PNC Investments LLC since 2022, a brief tenure at J.P. Morgan Chase Bank and J.P. Morgan Securities in 2021, and a decade at AIG Life Insurance and AIG Capital Services from 2011 to 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and invests via approved model strategies with mutual funds and ETFs.

Collin Boyd is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. He previously held roles at Merkel Wealth Management and has experience in consulting as a paraplanner. Boyd is currently involved in preparing investment information and plans to take a more active role in investments after completing the Series 7. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base including institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.