Philip Lindsay is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds Series 65 and Series 63 licenses and has 10 years of industry experience, all with Nationwide Investment Services Corporation. 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 approximately $16.7 billion in discretionary ProAccount assets and serves a large client base of over 250,000 plan participants and sponsors using a scale-oriented, recordkeeper-driven model.

Paul Yossem is a financial advisor with Nationwide Investment Advisors, LLC based in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Nationwide Investment Services Corporation since 2007. Outside of his advisory role, Yossem serves as a board member at large for the Western Pension and Benefits Council in both Garden Grove and Orange County, CA, and is the board president of Scripps Ranch High School in San Diego. 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 for portfolio construction and serves a large retail participant base with both discretionary and non-discretionary services within a family of affiliated financial companies.

Benjamin Lozier is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, Ohio, holding a Series 65 credential with 20 years of industry experience. He has worked with Nationwide Investment Services Corporation since 2023 and previously with Nationwide Fund Distributors LLC from 2012 to 2023. 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 serves a large retail participant base within a family of affiliated financial companies.

Kyle Burley is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds the ChFC® designation and Series 65 and 63 licenses, and has 13 years of industry experience. Prior to his current role, he worked at Equitable Advisors and Nationwide Investment Services Corp. Outside of advising, he owns and operates the Burley Outdoors YouTube channel. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount discretionary assets. The firm uses independent financial experts to develop portfolios and emphasizes a scale-oriented, recordkeeper-driven model serving a large client base focused on plan participants and sponsors.

Greg Sabin is a ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Nationwide Investment Services Corporation since 2005. Outside of his advisory work, Sabin is involved in performing comedy at the Sacramento Comedy Spot and contributes as a freelance writer for Sacramento Magazine and Inside Publications. He also participates in nonprofit music activities with the Sacramento Traditional Jazz Society and works part-time in voice-over and acting. Nationwide Investment Advisors, LLC 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 roughly 270,000 clients with a focus on retirement-plan business.

Joseph Leonetti Jr. is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at The Huntington Investment Company since 1998 and briefly at Ameriprise from 2026 to 2027. Outside of his advisory role, Leonetti serves as Vice President of the Orange Baseball Boosters and Orange Baseball Association and coaches 8th grade baseball at Berkshire Middle School. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm utilizes an open-architecture investment approach with multiple wrap-fee programs and combines third-party and proprietary model offerings.

Scott Grotelueschen is a financial advisor with Primerica Advisors in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance since 2015. Outside of his advisory role, he serves as a board member of The Walk Foundation, which empowers athletes through faith, and participates in an annual mission trip organized by his church. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with a range of brokerage and advisory services. The firm offers proprietary and third-party investment programs, financial planning, and consulting services, managing approximately $15 billion in regulatory assets under management.

Christopher Stanton is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 23 years of industry experience. Stanton has been with 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, Smart Alliance, and the Advice Program. The firm employs a scale-oriented, recordkeeper-driven model and collaborates with independent financial experts to develop its investment offerings.

Kevin Calegari is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and with Nationwide Investment Services Corporation since 2004. Outside of his advisory role, he serves as president of the Southern Tier Bicycle Club. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice tailored to ERISA 401(k) plans and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and manages a large number of retail participant accounts relative to its advisory headcount.

Alec Marshak is a financial advisor at Transamerica Financial Advisors with a Series 65 credential and three years of industry experience. His prior roles include positions at Strategic Value Partners LLC, Keller Williams Excel Realty, and Morgan Stanley. He is also a licensed life insurance agent affiliated with Transamerica Agency Network and United Financial Service, assisting clients with life insurance coverage. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers to implement its advisory services, supported by a large network of advisors and multiple program platforms.

Troy Eaton is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and 29 years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, Nationwide Mutual Insurance, Fidelity Investments, and Nationwide Fund Distributors. Outside of finance, he works as a fitness room attendant at the Beaufort-Jasper YMCA of the Lowcountry. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants. The firm focuses on ERISA 401(k) and public 403(b)/457(b) plans, utilizing independent fiduciary experts to develop model portfolios while serving as an ERISA fiduciary in certain contexts.

James Brennan is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. His prior experience includes roles at Merrill, Morgan Stanley, and Jackson National Life Distributors. He serves as a board member of Let Me Run, a nonprofit organization based in Charlotte, NC. 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 relying on independent financial experts for portfolio construction and serves over 250,000 clients with a focus on plan participants and sponsors.

Stephen Hruby is a financial advisor with The Huntington Investment Company in Columbus, OH, holding a Series 66 designation and 19 years of industry experience. He has worked with Huntington at various capacities since 2012, including roles at The Huntington National Bank since 2017. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals—including high-net-worth clients—as well as charitable organizations and corporations. The firm employs an open-architecture investment model that incorporates third-party and proprietary strategies, offering a range of wrap-fee programs and portfolio management services.

Robert Lee is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, American Benefits Exchange, ProEquities, Inc., Illinois Mutual Life Insurance, and The Prudential Insurance Company of America. 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Matthew Gayman is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Nationwide Investment Services Corporation since 2005. Outside of his advisory role, he is involved with the Roseview Homeowners Association in Scottsdale, Arizona. 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 manage model portfolios and serves a large retail participant base through a comprehensive suite of retirement-plan services.

Sean Grzyb is a financial advisor at Creative Planning with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lockton Investment Advisors, Lockton Financial Advisors, and Lockton Companies from 2013 to 2021. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Gregory Beavers is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and two years of industry experience. He has been associated with Bankers Life and its affiliates since 2007, including roles at Bankers Life Securities, Inc. In addition to his advisory work, he is an insurance agent authorized to offer Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Drew Smith is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and E*TRADE Securities. His background also includes roles at Uber Eats, DoorDash, Papa Johns, Cross Country Inns Inc, and Scioto Reserve Country Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jeffrey D. Wolfe, CIMA®, CPFA, CRPC®, PIA, RAFA, is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager at Merrill Lynch Wealth Management. He is the founder of The Wolfe Group, where he manages the wealth management process for high-net-worth individuals and small businesses. His work emphasizes risk management of concentrated equity positions, portfolio design, and investment management. He also focuses on creating and implementing high probability outcomes for clients’ financial futures by evaluating lifestyle income and expenditure assumptions with a strong emphasis on downside risk assessment. Jeffrey has managed discretionary personalized and defined investment strategies, including individual stocks and bonds, Merrill model portfolios, and third-party investment solutions. His client focus areas include college education planning, divorce transition planning, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, and retirement income. Jeffrey has been with Merrill Lynch since 1995. He holds a Bachelor of Science in Business Administration with a major in Finance from The Ohio State University and an MBA from The University of Chicago Booth School of Business. Jeffrey’s professional designations include Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In his personal time, he enjoys baseball, boating, camping, fishing, hiking, reading, running, and traveling.

Brent Wagner is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working in the financial services industry since 1999 and joined Merrill in 2011. Brent utilizes a goals-based approach to help clients pursue long-term financial objectives, focusing on personal retirement planning, portfolio management services, and retirement income strategies. Brent holds a Bachelor of Science degree in Financial Management from The Ohio State University. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor (CPWA®), Chartered Retirement Planning Counselor™ (CRPC™), and Chartered Retirement Plans Specialist™ (CRPS™), among others. His expertise encompasses planning, portfolio management, insurance, banking and lending solutions through Bank of America, estate planning services, retirement planning, and education planning. Outside of his professional work, Brent enjoys football, hiking, and traveling. He emphasizes a personalized financial strategy developed through one-on-one collaboration with clients to address their goals, expectations, and risk tolerance.