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 in Columbus, Ohio, holding Series 63, Series 65, and Series 66 licenses 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. The firm employs a scale-oriented, recordkeeper-driven model and relies on independent financial experts to develop portfolios, serving over 250,000 clients with approximately 398 advisers.

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.

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 in Columbus, OH, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her prior roles include positions at Nationwide Investment Services Corporation, JP Morgan Securities LLC, and JPMorgan Chase Bank. Outside of her advisory work, she is a yoga and fitness instructor with CorePower Yoga. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing significant discretionary assets through programs like ProAccount. The firm utilizes independent financial experts for portfolio development and serves a large client base through a scale-oriented, recordkeeper-driven model focused exclusively on retirement plans.

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.

Allen Wandle is a financial advisor with Money Concepts Capital Corp and holds 23 years of industry experience. He previously worked at Lincoln Financial Advisors Corp. for 22 years and operates Wandle & Associates, Inc., a CPA and accounting firm providing bookkeeping, payroll, tax consulting, and tax return preparation services. Additionally, he has ownership in a local restaurant, Sunbury Diner LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, including model portfolios and third-party sub-advisers, serving approximately 14,700 clients with around $3.33 billion in assets under management.

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.