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.

Lynette Justice is a financial advisor with Valic Financial Advisors in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. Her prior experience includes roles at Edward Jones and The Huntington Investment Company. She is also appointed as an agent to sell non-securities insurance products for 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, offering managed-account programs, financial planning, and brokerage services.

Ella Smith is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and 20 years of industry experience. Her prior roles include positions at Nationwide Investment Services Corporation, Bolton Investment, Lincoln Financial Advisors Corporation, John Hancock, and GWFS Equities, Inc. 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 employs a scale-oriented, recordkeeper-driven model serving over 250,000 clients, focusing on outsourced portfolio construction and automated enrollment.

Brian Miller is a CFP® and ChFC® with 26 years of industry experience. He has been with Nationwide Investment Advisors, LLC since 2006 and has worked at Nationwide Investment Services Corporation since 2003. Based in Columbus, OH, Miller holds Series 63 and Series 66 licenses. 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.

Martha Ocampo is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. Her previous roles include positions at Nationwide Investment Services Corp, JP Morgan Securities LLC, JPMorgan Chase Bank, and Nationwide Life Insurance Company. Outside of finance, she works as a yoga and fitness instructor with CorePower Yoga in Encinitas, CA. 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 employs a scale-oriented, recordkeeper-driven model, serving over 250,000 clients with approximately 398 advisors and relying on independent experts for portfolio construction and automated enrollment features.

Daniel Due is a CFP® with 23 years of industry experience. He is currently with Corient, where he has worked since 2022, following a long tenure at Budros, Ruhlin & Roe from 1999 to 2023. He holds a Series 63 license and 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized affiliate services such as family office and trustee offerings.

Micah Mork is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 66 licenses and three years of industry experience. Prior to his current role, he owned and managed trucking and livestock businesses and has involvement with insurance products related to Medicare and retirement planning through Bankers Life & Casualty, Inc. He also owns and operates a residential rental real estate business. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to create customized asset allocations and portfolios aligned with clients’ goals and risk tolerances.

Savannah Bellamy is a CFP® with 11 years of industry experience currently with Nationwide Investment Advisors, LLC. Her prior experience includes roles at UBS Financial Services and Nationwide Investment Services Corp. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants through programs like ProAccount and Smart Alliance, managing approximately $16.7 billion in ProAccount assets. The firm serves a large client base through a scale-oriented, recordkeeper-driven model that relies on independent financial experts for portfolio construction and automated enrollment features.

Garin Rydalch is a financial advisor at Private Advisor Group, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, Lido Advisors, Lincoln Investment, Shore Morgan Young, and Switchback Global Capital. He also provides administrative support to Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and utilizes a variety of investment strategies while offering both proprietary and third-party managed account solutions.

Chad Adams is a financial advisor with PNC Wealth Management in Powell, Ohio, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior roles include positions at JP Morgan Securities LLC, Merrill, Bank of America, Commonwealth Financial Network, and Whetstone Financial, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with PNC Bank online credentials, utilizing algorithm-driven portfolio recommendations and third-party portfolio implementation.

Logan Kirk is a financial advisor with Principal Financial Services holding Series 65 and Series 63 designations and four years of industry experience. He has worked with Dostal & Kirk Insurance and Financial Services since 2016, combining roles in insurance advisory and investment services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Roberta Eckert is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 63 and Series 66 licenses and has 37 years of industry experience. Since 2013, she has been associated with Nationwide Investment Services Corporation. 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 uses independent fiduciary experts to develop model portfolios and serves approximately 270,000 retail participant accounts through a large advisory team, operating within a family of affiliated financial companies that provide custody and recordkeeping services.

Michael Slyby is a CFP®-certified financial advisor with 25 years of industry experience, currently practicing at Voya Financial Advisors, Inc. in Columbus, OH. His prior roles include positions at LPL Financial, Park Avenue Securities, Guardian Life Insurance Company, and Transamerica Financial Advisors. Outside of his advisory work, he serves as a trustee, elder, deacon, and committee member at University Baptist Church. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through financial planning, portfolio management, and retirement advisory services. The firm employs a combination of in-house and external strategists and uses technology-enabled tools to deliver both discretionary and non-discretionary investment management.

Angela Foxx is a financial advisor with Guardian Life in Columbus, OH, holding a Series 66 designation and 13 years of industry experience. She previously worked at Morgan Stanley for one year before joining Guardian Life in 2015. Outside of her advisory role, she manages Foxx Flavors, LLC, a retail business selling sauces and batters, and serves as Founder and Executive Director of Actions 4 Change, an organization focused on eradicating home insecurity and drug addiction. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services alongside discretionary and model-based investment management, utilizing proprietary programs and third-party platforms.

Christopher Whitlock is a financial advisor at Nationwide Investment Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Nationwide Investment Services Corporation since 2007. Outside of his advisory role, he owns a rental property business in Mexico Beach, Florida. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice focused on 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.