John Albrecht is a financial advisor with J.W. Cole Advisors, Inc. based in Dublin, OH. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with J.W. Cole Advisors since 2015 and also operates Wealth Management Services, Inc. since 2006. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment approaches, including access to third-party managers and digital advice platforms.

Nathan Cooper is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and 13 years of industry experience. He has worked at Edward Jones and Infinex Investments, Inc., and currently serves at First Commonwealth Bank, where he is involved with the Trust Division. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on delegated investment management and diverse client solutions.

Christopher Nicola is a financial advisor at Voya Financial Advisors, Inc. with 10 years of industry experience. He holds the Series 66 designation and has been with Voya since 2016. Nicola is also involved with The Verdi Group, a financial services enterprise. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services, utilizing a combination of in-house and external strategists, model portfolios, and technology-enabled tools to support its investment approach.

Jim Montgomery is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at MetLife, Mass Mutual, and Citizens Bank. Montgomery is also a Notary Public. 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 uses independent financial experts to develop model portfolios and serves a large client base with a scale-oriented, recordkeeper-driven approach.

Mark Evans is a CFA® charterholder with over 22 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2009. He holds a Series 66 license and operates out of Dublin, Ohio. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides comprehensive financial planning and specialized programs such as the Davidson Private Wealth program, operating under fiduciary standards and utilizing both qualitative and quantitative investment analyses.

Felipe Mora is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Jefferson National Securities Corporation, Jefferson National Financial Corp, Jefferson National, and Equian-Trover. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions for ERISA 401(k) plans and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

John Kendall is a financial advisor at Nationwide Investment Advisors, LLC with 27 years of industry experience. He holds the Series 66 designation and has been with Nationwide Investment Advisors since 2006, following his earlier tenure at Nationwide Investment Services beginning in 2000. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including ERISA 401(k) plans and public 403(b)/457(b) plans. The firm employs independent fiduciary experts for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Sonia Brinkman is a financial advisor with Corient in Columbus, OH, holding a Series 65 credential and 11 years of industry experience. Her work history includes roles at Budros, Ruhlin & Roe and CIPW Service Company, with her current tenure at Corient spanning from 2022. Corient provides investment advisory and financial planning services to a diverse client base, including individual, high-net-worth, trust, pension, charitable, and corporate clients. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party solutions and employs risk management tools and alternative investment options where appropriate.

Douglas Ewing is a CFP® with 22 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. He previously worked at Transamerica Capital Inc. from 2012 to 2019. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k), 403(b), and 457(b) plans. The firm partners with independent fiduciary experts to develop model portfolios and manages a large retail participant base within a family of affiliated financial companies that support custody, recordkeeping, and product services.

Daniel Riegner is a financial advisor with Equity Services, Inc. in Columbus, OH, holding a Series 63 designation and 16 years of industry experience. He has been with Equity Services, National Life Group, and Premiere Financial Group since 2009. Outside of his advisory work, he serves as a board member for the Warren County Career Center Education Foundation and is president of the Southern Warren County Chamber. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizes third-party asset managers and model portfolios, and manages a substantial amount of both discretionary and non-discretionary assets.

Derek Scheetz is a financial advisor with Guardian Life and Park Avenue Securities, bringing nine years of industry experience. He previously worked at Foresters Financial Services and currently serves as the treasurer and a board member of NAIFA Ohio. Outside of finance, he officiates middle and high school lacrosse games. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning, discretionary and model-based investment management, and access to proprietary and third-party advisory solutions.

George Aucreman III is a financial advisor with Hornor, Townsend & Kent, LLC, holding 16 years of industry experience. He has previously worked with MML Investors Services and MassMutual Life Insurance Company. In addition to his advisory role, he operates an insurance brokerage business focused on multi-line insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and employs third-party asset managers to provide both discretionary and non-discretionary portfolio management.

Kelly Grzyb is a financial advisor at Creative Planning with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Creative Planning since 2021. Prior to that, she was employed at Lockton Investment Advisors, Lockton Financial Advisors, Lockton Companies, and Nationwide Investment Services Corporation. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering institutional services and fiduciary guidance.

Chun Hao Chen is a financial advisor with Transamerica Financial Advisors in Columbus, OH. He holds a Series 66 designation and has been in the industry since 2026. His prior experience includes roles at OhioRain Tax Service LLC, TrueStone Realty, Inc., and PricewaterhouseCoopers Taiwan. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party investment models with discretionary and non-discretionary program options.

Ronald Wyant Jr. is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Nationwide Investment Services Corporation since 2016. 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, managing approximately $16.7 billion in ProAccount assets. The firm uses independent financial experts to develop investment models and serves a large client base through a scale-oriented, recordkeeper-driven approach focused on plan participants and sponsors.

Deanna Sisk is a financial advisor at Nationwide Investment Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Nationwide Investment Services Corp, Edward Jones, and the State of California. Outside of her advisory role, she is also an author based in Fresno, CA. 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 employs independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.

Michael Savage is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience, all with the same firm. He has no publicly noted prior firms and has an ownership interest in a non-securities rental property business. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, utilizing third-party portfolio managers and providing options that include mutual funds, ETFs, separately managed accounts, and tax-overlay strategies.

Aaron Schwartz is a Series 65-licensed financial advisor with 21 years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. He has been with Nationwide Investment Services Corporation since 2005. Outside of his advisory role, Schwartz operates as a sole proprietor notary through Flexible Notary Services in Weston, Florida. Nationwide Investment Advisors provides 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 serves a large number of retail participant accounts within a family of affiliated financial companies.

Steven Truitt is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses and 42 years of industry experience. He has been with Fifth Third Securities since 1983. 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 a municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Roberto Lopez is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and possessing eight years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Cbiz, Financial Engines Advisors, Sage Point Financial, Charles Schwab, The Vanguard Group, and Wells Fargo. Outside of his advisory work, Lopez is involved in coaching soccer at multiple educational institutions in Arizona, including serving as Head Coach at Glendale Community College. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice focused on ERISA 401(k) and public 403(b)/457(b) plans. The firm leverages independent fiduciary experts for portfolio construction and operates within a family of affiliated financial companies that provide custody, recordkeeping, and product services.