Donald Marchesiello is a CFP® and ChFC® with 23 years of experience in the financial services industry. He is currently with Nationwide Investment Advisors, LLC and has previously worked at The Vanguard Group, Inc., Zieders Enterprises, and Citigroup Global Markets, Inc. 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 utilizes independent fiduciary experts for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Abigail Kuo is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 25 years of industry experience, including roles at Nationwide Investment Services Corporation, Kestra Financial, Global Retirement Partners, and LPL Financial. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, managing approximately $16.7 billion in discretionary assets. The firm utilizes independent financial experts to develop model portfolios and relies on a scale-oriented, recordkeeper-driven model focused on plan participants and sponsors.

John Thompson is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Secure Future Advisor, and Fifth Third Securities. Outside of his advisory work, he is involved in rental property purchasing and selling. 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 manages approximately $16.7 billion in ProAccount assets and uses a scale-oriented, recordkeeper-driven model that serves a large client base with outsourced portfolio construction and automated enrollment.

Mitchell Ewaska is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He began his financial services career in 2024 and has prior experience with Lifetime Financial Growth and Park Avenue Securities. Before entering the industry, he was a student at The Ohio State University. Guardian Life’s subsidiary, Park Avenue Securities, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides customized financial planning and consulting through both advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms.

Lucas Gooding is a financial advisor with Cetera Planning Partners in Westerville, OH, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His work history includes roles at Avantax entities and Citizens Bank, among others. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm employs a diversified allocation approach centered on mutual funds and ETFs, supported by a formal planning process and a range of ancillary services such as tax planning and estate strategies.

Nancy Feilbach is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. Her prior roles include positions at SagePoint Financial and Nationwide Investment Services Corp. Outside of finance, she works as a sales associate at Bath & Body Works and provides customer service for sporting events through ProEm. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions for ERISA 401(k) and public 403(b)/457(b) plans. The firm relies on independent fiduciary experts to develop model portfolios and manages a large number of retail participant accounts within a family of affiliated financial companies.

Robert Johnson III is a financial advisor with Guardian Life in Columbus, Ohio. He holds the ChFC® and Series 63 designations and has 39 years of industry experience. Johnson has been with Guardian Life since 2008 and has operated the Self-Johnson Agency since 1984. He serves as chairman of the finance committee and is a deacon at Delaware Bible Church. Guardian Life's subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies through proprietary and third-party platforms, providing tailored client solutions that include financial planning, consulting, and access to insurance and alternative investment products.

Sarita Null is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior roles include positions at Nationwide Investment Services Corporation, Guardian Life Insurance Company, and Park Avenue Securities. She also works as a consultant outside of her advisory role. 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 retail participant base through both discretionary and non-discretionary services.

Brianne Caldwell is a financial advisor with Voya Financial Advisors, Inc. in Columbus, Ohio. She holds a Series 66 designation and has four years of industry experience, including previous roles at Raymond James Financial Services and Welsh Hills Financial Services. Outside of her advisory work, she is a musician and plays the fiddle. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory, utilizing a combination of in-house and third-party strategists, model portfolios, and technology-enabled tools to implement client strategies.

Jeffrey Suchy is a CFP® professional with 11 years of industry experience, currently with Corient in Columbus, OH. His work history includes over two decades at Budros, Ruhlin & Roe and roles within Corient and affiliated entities since 2022. Corient serves a diverse client base including individuals, trusts, pension plans, charitable organizations, and corporate entities, offering investment advisory and financial planning services. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investments where appropriate.

David Schnegelberger is a financial advisor at Nationwide Investment Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Nationwide Investment Services Corporation, Mutual of America Securities LLC, CoAdvantage, and Mutual of Omaha. 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Lori Fellows is a Series 65-licensed financial advisor at Mercer Global Advisors Inc. with seven years of industry experience. Her prior roles include positions at Raymond James Financial Services, Gerber, LLC, and First Ohio Planning, LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

Shawn Vance is a financial advisor at Stratos Wealth Partners, Ltd with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities, Morgan Stanley, and Citigroup Global Markets prior to joining Stratos in 2016. Outside of advisory work, he is a business owner involved with a FedEx Home Delivery transport company and a maintenance repair business. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and other institutions, offering customized portfolio management through an independent adviser model and an open-architecture platform integrating multiple third-party managers.

Laurel Link is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with VOYA since 2014. Outside of her advisory role, Laurel serves as Team Mom for the Alter High School Lady Knights soccer team, overseeing various team committees and event planning. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, unified managed account programs, and retirement advisory services to individuals, including high-net-worth clients, as well as pension plans and charitable organizations. The firm combines model portfolios, in-house and third-party strategists, and technology-enabled tools to deliver both discretionary and non-discretionary investment management.

John Stiltner is a CFP® and ChFC® with 28 years of industry experience. He has worked at Fifth Third Securities, Inc. and Fifth Third Bank since 2004. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers a variety of program types and third-party portfolio managers on its Passageway Managed Account Platform, with a focus on customized risk profiles and diversified strategies.

Lauren Ryan is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and bringing nine years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, UBS Financial Services, and Pacific Pulmonary Services. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount and My Investment Planner, managing approximately $16.7 billion in discretionary assets as of the end of 2025. The firm operates a scale-oriented model focused on ERISA-covered plans and utilizes independent financial experts to develop portfolio strategies implemented under discretionary or non-discretionary arrangements.

Shelly Delucas is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds a Series 66 designation and has worked at Janney Montgomery Scott since 2018, following six years at Raymond James & Associates. 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, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

John Turk is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Fiduciary Pension Partners, LLC, and GWFS Equities, Inc. He is based in Columbus, Ohio. Nationwide Investment Advisors, LLC specializes in providing investment advisory services to retirement plan sponsors and participants, managing significant assets primarily through programs like ProAccount. The firm employs a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment, serving over 250,000 clients with nearly 400 advisers.

Bina Kumar is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Nationwide Investment Services Corporation since 2003. Outside of her advisory role, she serves as an Alternative appointed Design Review Board Member for the Village of Plandome Manor in New York. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) plans and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Michael Fazio is a financial advisor with Principal Financial Services in Columbus, OH, holding a Series 66 credential and eight years of industry experience. His prior work includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank N.A., Nationwide Investment Services Corporation, and MicroVenture Marketplace Inc. He has been with Principal Securities and Principal Life Insurance since 2023. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.