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, holding Series 66, Series 63, and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Nationwide Investment Services Corp, Ameriprise Financial Services, FTB Advisors, MML Distributors LLC, and Massachusetts Mutual Life Insurance Company. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner. The firm manages approximately $16.7 billion in discretionary ProAccount assets and operates a scale-oriented model serving a large client base through outsourced portfolio construction and automated enrollment.

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 17 years of industry experience. She is currently with NorthCoast Asset Management LLC and has previously worked at Focus Partners Wealth, Kovitz Investment Group Partners, Relative Value Partners, and Brownson, Rehmus & Foxworth. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models and manages portfolios across a range of strategies including equities, income, alternatives, and dynamic asset allocation.

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 Primerica Advisors who holds 12 years of industry experience. He has worked at both Primerica Advisors and Guardian Life Insurance Co during his career. Outside of his advisory work, Clark owns and operates Efficient Automotive Equipment Solutions, a business that purchases automotive equipment from factories across the U.S. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and investment vehicles.

Terry Mulhern is a financial advisor with Transamerica Financial Advisors in Columbus, OH, holding Series 63 and Series 65 licenses and having five years of industry experience. He has held roles at multiple firms including Affinity Advisory Network LLC and Educational Retirement Advisors. Mulhern is also the author of the book *Retirement - Congratulations You Have Been Promoted to CEO* and serves as a board member and presenter for Educational Retirement Advisors, hosting retirement planning events. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with access to proprietary and third-party investment models.

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.

Andrew Simons is a financial advisor with The Huntington Investment Company in Dublin, Ohio, holding a Series 66 designation and 22 years of industry experience. He has worked at The Huntington Investment Company since 2003 and has been with Ameriprise Financial Services, LLC since 2026. The Huntington Investment Company serves individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary models from its Private Bank.

Damon Strickland is a financial advisor at The Huntington Investment Company with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Northwestern Mutual, Mercap Securities, and Ash Brokerage. He is based in Columbus, Ohio. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and businesses through advisory and brokerage services. The firm utilizes an open-architecture investment model combining third-party managers with proprietary Private Bank strategies and offers multiple wrap-fee programs via the Envestnet MAS platform.

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 65 and Series 63 designations and bringing 10 years of industry experience. She has worked with Nationwide Investment Services Corp since 2018 and previously held roles at JP Morgan Securities LLC, JPMorgan Chase Bank, and Nationwide Life Insurance Company. Outside of financial advising, she is a yoga and fitness instructor at 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, Smart Alliance, and the Advice Program. The firm manages approximately $16.7 billion in discretionary ProAccount assets and utilizes third-party financial experts to develop model portfolios and investment lineups, serving over 250,000 clients with a scale-oriented approach focused on plan participants and sponsors.

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. in Westerville, OH, holding Series 65 and Series 66 credentials and three years of industry experience. Prior to joining Bankers Life, he was involved in livestock and trucking businesses and currently works as an agent for Bankers Life and Casualty, assisting clients with Medicare, life insurance, and retirement income planning. He also held ownership interests in Martin D Yoder Livestock and Trucking, which were sold in 2021. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities with periodic rebalancing and performance reviews.

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 five years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Lincoln Investment, Shore Morgan Young, and Switchback Global Capital. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing diverse investment strategies and supporting held-away account management through multiple custodians.