Alain Rodriguez is a financial advisor at Nationwide Investment Advisors, LLC with 22 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Prudential and Transamerica. In addition to his advisory role, he serves as an instructor at Miami Dade College. 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 within a family of affiliated financial companies.

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.

Stephen Charles is a financial advisor at The Huntington Investment Company with 20 years of industry experience. He holds the Series 66 designation and has worked at various Huntington entities since 2006, with a brief tenure at Ameriprise Financial Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services through a variety of wrap-fee programs on the Envestnet MAS platform, employing an open-architecture model that combines third-party and proprietary investment strategies.

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 65 and Series 63 designations with six years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Secure Future Advisor, Fifth Third Securities, and Fifth Third Bank. He is involved in rental property purchasing and selling as an outside business activity. Nationwide Investment Advisors, LLC primarily serves retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance, managing approximately $16.7 billion in discretionary assets. The firm uses a scale-oriented model focusing on plan participants and sponsors, relying on independent experts for portfolio construction and automated enrollment features.

David Merola is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with The Huntington Investment Company since 1993 and also has a long tenure with Huntington National Bank dating back to 1990. Prior to servicing under the Huntington banner, he worked at Ameriprise Financial Services, LLC beginning in 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 utilizes an open-architecture model combining third-party sub-managers and proprietary private bank models, offering a variety of wrap-fee programs predominantly based on percentage-of-assets arrangements.

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 ChFC® credentialed financial advisor with 38 years of industry experience, currently serving at Primerica Advisors since 2008. He has held concurrent roles with Guardian Life Insurance Co. of America and operates the Self-Johnson Agency. Outside of his advisory work, Johnson is active in his community as chairman of the finance committee and a deacon at Delaware Bible Church, where he has been involved since 1992. Primerica Advisors is part of an enterprise serving 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 with an integrated operating model.

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 at Voya Financial Advisors, Inc. with four years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc. and Welsh Hills Financial Services. Outside of her financial advisory role, she is a musician who plays the fiddle. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate entities, offering financial planning, portfolio management, and brokerage and insurance products through a combination of affiliated and third-party 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.

Emma Cram is a financial advisor with The Huntington Investment Company in Columbus, OH, holding Series 66 and Series 63 licenses and four years of industry experience. She has worked extensively within Huntington’s various affiliate entities since 2018, including Huntington National Bank and The Huntington Investment Company, and has prior experience at Amway, Skyline Chili, and Red Robin. The Huntington Investment Company, operating as Huntington Financial Advisors, 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 integrates third-party sub-managers and proprietary Private Bank portfolios, with advisory arrangements primarily structured as percentage-of-assets wrap fees.

Michael Dent is a financial advisor at The Huntington Investment Company with seven years of industry experience. He holds Series 66 and Series 63 designations and has worked at various Huntington entities since 2013. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities. The firm utilizes an open-architecture model incorporating third-party sub-managers and proprietary Private Bank models, offering multiple wrap-fee programs through the Envestnet MAS platform.

Shawn Vance is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has worked with Stratos Wealth Partners and LPL Financial since 2016. Outside of advisory work, he is a business owner of SDV Transport Inc, which provides FedEx home delivery and ground services. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers advisor-managed and model portfolios, third-party manager programs, financial planning services, and retirement plan consulting through an open-architecture platform integrating multiple external tools and providers.

Laurel Link is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Voya Financial Advisors since 2014. Outside of her advisory role, she serves as a team mom for the Alter High School Lady Knights soccer program, organizing activities and overseeing various committees. Voya Financial Advisors, Inc. serves individual and institutional clients, offering financial planning, portfolio management, and brokerage and insurance products. The firm delivers advice through Investment Adviser Representatives using a combination of model portfolios, affiliated strategies, and third-party managers.

John Stiltner is a CFP® and ChFC® with 27 years of experience in the financial services industry. He has been with Fifth Third Securities, Inc. and Fifth Third Bank since 2004. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and integration with National Financial Services and Fidelity Institutional Wealth Adviser platforms.

Christopher Casto is a CFP® with 11 years of industry experience. He currently works at The Huntington Investment Company and has held previous roles at Ameriprise, Cetera, and Regions Bank. His work is based in New Albany, Ohio. The Huntington Investment Company serves individuals, 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 managers with proprietary Private Bank strategies.

Tammi Wood is a financial advisor with The Huntington Investment Company in Columbus, OH, holding Series 63 and Series 66 licenses and 24 years of industry experience. Her prior roles include positions at Fifth Third Securities and Ameriprise Financial Services. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm offers a range of wrap-fee programs using an open-architecture investment model that combines third-party managers with proprietary offerings from its Private Bank.