James Coons is a financial advisor at MAI Capital Management, LLC with 22 years of industry experience. He holds the Series 65 designation and previously operated J. W. Coons Advisors, LLC for over two decades before joining MAI Capital Management in 2025. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a variety of clients, including high-net-worth individuals, families, sports professionals, trusts, and institutional accounts. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services into many client relationships.

Katharine Brent is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 credentials and 11 years of industry experience. She has worked at Nationwide Investment Services Corp for a total of 12 years, with a one-year tenure at Tifin in between. 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 manages approximately $16.7 billion in ProAccount assets and utilizes independent financial experts to develop model portfolios, serving a large client base focused on retirement plans.

Charles Rogers is a CFP® with 10 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company since 2018. His prior roles include positions at Ameriprise Financial Services, The Prudential Insurance Company of America, Pruco Securities, and Edward Jones. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm employs an open-architecture model combining third-party sub-managers and affiliate offerings, overseeing wrap-fee programs primarily through Envestnet’s platform.

William Ahrens is a financial advisor at Nationwide Investment Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Nationwide Investment Services Corporation, Voya Financial Partners, and Transamerica Capital. 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 for portfolio construction and operates within a family of affiliated financial companies that provide custody, recordkeeping, and product services.

Aaron Armstrong is a CFP® and CFA® with 20 years of industry experience. He currently works at Corient, where he has been since 2022, following a 22-year tenure at Budros, Ruhlin & Roe. He is based in Columbus, OH. 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 combines in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Eric Alarcon Fierro is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Transamerica Life Insurance Company, Merrill Lynch, and Bank of America. 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 $16.7 billion in discretionary assets under ProAccount and employs a scale-oriented model serving a large client base mainly composed of plan participants and sponsors.

Carrie Cummings is a Series 66-credentialed financial advisor with 17 years of industry experience, currently affiliated with Valic Financial Advisors since 2011. She also serves as President of the Board of Trustees for the West Carrollton Education Foundation, which supports local education initiatives through grants and recognition programs. Additionally, she holds a notary public commission and has experience as an insurance agent with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Jonathan Duncan is a financial advisor with Empower Advisory Group in Powell, Ohio, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at GWFS Equities, Inc. and Nationwide Investment Services Corp. Jonathan has also been involved with athletic organizations, including Chaminade Junior Varsity Lacrosse and Wellbridge Athletic Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering long-term focused financial plans and optional managed account solutions.

Jonathon Williams is a financial advisor at Nationwide Investment Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Nationwide Mutual Insurance Co. since 2015. Outside of his advisory role, he is the owner of JTEP Holdings, LLC, a non-investment-related business. 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 uses independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.

Elle Moser is a Series 65-licensed financial advisor with Independent Financial Partners, where she has worked since 2020. She has five years of industry experience and has held roles at Hilton, Builtworlds, Stonebridge Companies, and Dimension Development Company. Outside of her advisory work, she serves as Director of Business Development and Financial Wellness Coach for Advanced Strategies Group. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and offers both discretionary and non-discretionary account management, with a notable focus on retirement-plan advisory and pension consulting.

Frank Siegel is a financial advisor at MAI Capital Management, LLC with 13 years of industry experience. He previously worked at J.W. Coons Advisors, LLC for 13 years before joining MAI Capital Management in 2025. He holds Series 63 and Series 65 designations. MAI Capital Management provides discretionary and non-discretionary investment management, integrated 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 $72.3 billion in assets and offers a broad range of portfolio strategies and complementary financial planning, tax, and administrative services.

Joshua Palmer is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including over a decade at 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) 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.

Patricia McConnell is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. She previously worked at Lincoln Investment for 11 years and has also been affiliated with Wells Fargo Advisors and LPL Financial. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Clara Bope is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc. She has been with Bankers Life and its affiliated entities since 2020. Her prior experience includes roles in the food and beverage industry as well as at Capital University. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios, offering both wrap and non-wrap programs and collaborating with outside managers when appropriate.

Jimmy Hammock is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Nationwide Investment Services Corp since 2017 and previously at Lubbock Central Appraisal District from 2013 to 2017. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including 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 number of retail participant accounts within a family of affiliated financial companies.

Hatem Benjamin is a financial advisor with The Huntington Investment Company in Columbus, OH. He holds Series 63 and Series 66 licenses and has 33 years of industry experience, including prior work at PNC Investments. Outside of his advisory role, he has rental income from property in Bloomfield Hills, Michigan. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities, offering advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm employs an open-architecture investment model combining third-party sub-managers with proprietary offerings from its Private Bank.

Chad Metzger is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Nationwide Investment Services Corporation since 2009. Outside of his advisory role, Metzger serves as treasurer for both the Stonewyck Manor HOA and the Hilliard Davidson Touchdown Club. 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 manages a large number of retail participant accounts within a family of affiliated financial companies.

Brady Nolan is a financial advisor with TIAA-CREF in Dublin, Ohio, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining TIAA-CREF, he worked at Bank of America, Merrill, and Northwestern Mutual, among other firms. He serves as a board trustee for the Westerville Library Foundation, participating in endowment management and fundraising efforts. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers a range of advisory services, including model-based and customized portfolio management, and acts as adviser to a donor-advised fund.

Beth Anthony is a financial advisor at William Blair with 26 years of industry experience. She joined William Blair in 2026 after 22 years at Stifel Nicolaus & Co., Inc. She holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients with discretionary and non-discretionary investment management, financial planning, and wealth services. The firm employs an active, research-driven approach across multiple asset classes and offers access to proprietary models, third-party sub-managers, and private investment opportunities.

Derek Philpot is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 credentials and 13 years of industry experience. He has worked at 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, and the Advice Program, managing over $16 billion in discretionary assets. The firm utilizes independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven model focused on retirement plans.