Harold Morley is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding 42 years of industry experience. His prior roles include positions at MassMutual, MSI Financial Services, and MetLife Investment Fund Services. He is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through financial planning, portfolio management, unified managed accounts, and retirement advisory services. The firm combines in-house and external strategies with technology-enabled tools to manage a wide range of investment programs, including both discretionary and non-discretionary accounts.

Frank Clegg III is a Certified Financial Planner® (CFP®) and Chartered Financial Consultant (ChFC®) with 45 years of experience in the financial industry. He has worked with Commonwealth Equity Services, Inc. since 1986 and previously with Columbus Financial Concepts from 1985 to 2011. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 affiliated advisors and their individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Yuan Conde is a financial advisor with Transamerica Financial Advisors in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Priority Mortgage and T2 Financial LLC. Outside of finance, he is an officer of Joie Yoga LLC, which offers online yoga classes. Transamerica Financial Advisors serves a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers advisory services primarily through model portfolios and third-party managers, supported by a large advisor network and multiple program platforms.

Jennifer Page is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses. Her prior work includes roles at JP Morgan Chase Bank NA, Citigroup Global Markets, Merrill, and several other firms. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants. The firm utilizes a scale-oriented, recordkeeper-driven model with a focus on automated enrollment and outsourced portfolio construction, serving over 250,000 clients through programs such as ProAccount and My Investment Planner.

Eben Stansbery is a financial advisor at Nationwide Investment Advisors, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Nationwide Investment Services Company since 2014. 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 ProAccount assets under discretionary management and serves a large client base with a scale-oriented, recordkeeper-driven model.

Steven Morgan is a financial advisor at Osaic Advisory Services, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Arbor Point Advisors, Polaris Financial Partners, and Cadaret Grant & Co. Morgan also engages in insurance sales as an agent. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment programs and utilizes fundamental and technical analysis, tactical trading, direct indexing, and structured products, supported by platform relationships and affiliated managers.

Marc Chapman is a financial advisor with TIAA-CREF, holding a Series 66 designation and 27 years of industry experience. He has been with TIAA and TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Ryan Bates is a financial advisor with Janney Montgomery Scott in Columbus, OH, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Atrium Co. and involvement with Bowling Green State University, where he was connected to residence life and the university itself. Janney Montgomery Scott LLC is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Kathleen Bindas is a financial advisor at Fifth Third Securities, Inc. in Columbus, OH, with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities and JPMorgan Chase Bank, N.A. during her career. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, including mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

Deborah Gold is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2003. Outside of her advisory role, she serves as Vice President Youth for Congregation Agudat Achim in Niskayuna, NY, where she also works as a part-time substitute teacher. 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 through discretionary and non-discretionary services within a family of affiliated financial companies.

Nina Olague is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, Ohio, holding Series 63 and Series 65 credentials and 12 years of industry experience. Her prior roles include positions at Old National Bank, LPL Financial, Ameriprise Financial Services, and Republic Bank of Chicago. She also serves as a Notary Public. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets through programs like ProAccount. The firm employs a scale-oriented, recordkeeper-driven model focused on ERISA-covered plans, using independent financial experts for portfolio construction and automated enrollment features.

Mark Posey is a financial advisor with Fifth Third Securities, Inc. in Westerville, OH, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Fifth Third Securities since 2016. Outside of his advisory role, Posey serves as the head volleyball coach at Westerville North High School. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform, utilizing third-party portfolio managers and various investment strategies tailored to client risk profiles.

Justin Seidenwand is a CFP® professional with six years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. His prior roles include positions at Nationwide Investment Services Corp, Nationwide Securities, LLC, Avior Wealth Management, Fullen Financial Group, and Homeside Financial. He has also served in the Ohio Army National Guard. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets under discretionary management as of December 31, 2025. The firm operates a scale-oriented, recordkeeper-driven model, utilizing independent financial experts to develop portfolios and focusing on ERISA-covered plans.

Brennan Mccoy is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2013, also working with Fifth Third Bank since 2011. Outside of his financial career, he is involved in direct sales of health and wellness products through Amway and provides residential lawn care services in his local community. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutions through its Passageway Managed Account Program. The firm combines bank affiliation with a range of discretionary managed-account options, including direct indexing and tax-overlay services, supported by multiple portfolio management strategies.

Micheal Miller is a financial advisor with Valic Financial Advisors in Columbus, OH, holding a Series 66 designation and 17 years of industry experience. He has worked at Valic Financial Advisors since 2018 and previously held positions at AGIA, IC Advisory Services, Inc., and The Investment Center, Inc. Additionally, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers a range of investment advisory and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts on the Envestnet platform.

Johnny Chang is a financial advisor at Nationwide Investment Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Nationwide Investment Services Corporation since 2015. Outside of his advisory role, he is self-employed as a pet caretaker in Sacramento, CA. 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 serves a large retail participant base within a family of affiliated financial companies.

Randy Sharp is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding a Series 63 designation and 31 years of industry experience. He has worked with various Voya entities since 2003, including Voya Financial Partners and Valic Financial Advisors. In addition to his advisory work, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed account programs, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to implement client recommendations, managing many accounts on a non-discretionary basis while offering some discretionary management options.

Timothy Deems is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Advised Assets Group, LLC, GWFS Equities, Inc., and Nationwide Investment Services Corp. His career background also includes roles outside finance at Aerotek and California Pizza Kitchen. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm employs an integrated model linked to Empower’s recordkeeping systems and focuses on long-term portfolio returns and annual rebalancing in its financial planning services.

Mark Mc Kee is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and six years of industry experience. His prior roles include positions at Nationwide Investment Services Corp and Brooksource. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s integrated approach utilizes proprietary and third-party methodologies focusing on long-term portfolio returns and savings rates within an environment closely tied to Empower’s recordkeeping and administrative platforms.

James Bowman is a financial advisor at Janney Montgomery Scott with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Raymond James & Associates, J.P. Morgan Securities, and Legg Mason Wood Walker. He serves as Board Chairman of the Yellowill Foundation, which supports cancer research focused on Ewing Sarcoma. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients and offers brokerage services, financial planning, consulting, and multiple advisory programs through a combination of in-house and third-party portfolio management.