Eric Rogers is a financial advisor at Fifth Third Securities, Inc. in Dublin, Ohio, holding Series 65 and Series 63 licenses. He has one year of experience with Fifth Third Securities and five years with Fifth Third Bank, along with prior roles in communications and sales. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers various managed account programs and portfolio management options via the Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Loan Nguyen is a financial advisor at Nationwide Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Prudential Annuities Distributors, Inc. Outside of his advisory role, Nguyen owns Nail Image, a business based in Philadelphia. 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 within a family of affiliated financial companies.

Jose Garza Jr. is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Nationwide Investment Services Corporation since 2016. 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.

Ethan Rivera is a financial advisor at Nationwide Investment Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Nationwide Investment Services Corporation, Raymond James & Associates, Fidelity Investments, and Thrivent Financial. 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 employs independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services within a large enterprise structure.

Jared Dubeansky is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and 11 years of industry experience. In addition to his advisory role, he has been involved with Old Mentor Cigar Shop since 2013, where he assists clients with purchases and oversees store operations. He is also associated with the Verdi Group, providing insurance and securities products. VOYA Financial Advisors serves a broad range of individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures that emphasize recommendation-based, non-discretionary advice.

Latosha Brown is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. She holds a Series 66 designation and previously worked for the Columbus City Attorney's Office for nine years. Brown is also a licensed insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis methods to create tailored portfolios and offers both wrap and non-wrap programs with access to a range of securities and outside managers.

Rita Hellmann is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 63 and Series 65 designations and has 12 years of industry experience. Prior to her current role, she was associated with Nationwide Investment Services Corporation and was involved with 1st United Methodist Church for six years. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and plan participants, including ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.

Daniel Black is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 65 and Series 63 licenses and has five years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, MassMutual Northwest, and various academic and legislative organizations. 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 manages approximately $16.7 billion in discretionary ProAccount assets and serves a large client base using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

Rachel Roher is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to her current role, she worked at Ascensus, Merit Wealth Management, and Hamilton Capital. Outside of finance, she is a clinical counseling intern at Rooted & Restored Counseling. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm manages approximately $16.7 billion in ProAccount assets and serves a large client base through a scale-oriented, recordkeeper-driven model with outsourced portfolio construction.

Harold Morley is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding 42 years of industry experience. He has worked at firms including MSI Financial Services, Inc. and MassMutual before joining Voya in 2018. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes non-discretionary, recommendation-based advice through multiple program structures, including wrap programs and third-party money manager access.

Frank Clegg III is a financial advisor with Commonwealth Financial Network in Dublin, OH, holding CFP® and ChFC® designations and over 45 years of industry experience. He has worked at Commonwealth Equity Services, Inc. since 1986 and at Columbus Financial Concepts since 1985. Outside of advising, he is involved in fixed insurance sales as an agent under the name Columbus Financial Concepts. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including model portfolios and personalized investment solutions, while providing operations, compliance, and technology support to affiliated advisors.

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 with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 66, Series 63, and Series 65 licenses and has 19 years of industry experience. Her prior work includes roles at JP Morgan Chase Bank NA, JP Morgan Securities LLC, Ameriprise Financial Services, Inc., USAA Financial Advisor Inc., and other firms. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm manages approximately $16.7 billion in ProAccount assets and employs a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

Eben Stansbery is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 designations and possessing 12 years of industry experience. He 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 like ProAccount and My Investment Planner. The firm utilizes independent financial experts to develop model portfolios, serving over 250,000 clients with a scale-oriented, recordkeeper-driven approach.

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 worked at firms including Arbor Point Advisors, Securities America, Inc., Polaris Financial Partners, LLC, and Cadaret Grant & Co. Morgan also acts as an insurance agent. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse range of clients such as individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple advisory program models.

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.

Melissa Curran is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 13 years of industry experience. She has worked in various roles within Huntington National Bank and The Huntington Investment Company since 2012. Outside of her advisory role, she owns a small rental property business. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture model that incorporates third-party sub-managers and proprietary portfolio strategies.

Kathleen Bindas is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her career includes multiple tenures at Fifth Third Securities as well as roles at J.P. Morgan Securities and JPMorgan Chase Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a large bank affiliation and provides clients access to multiple discretionary managed-account programs, including direct indexing and tax-overlay services.

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.