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.

Lynn Robinette is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and having 21 years of industry experience. She has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2004. 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 number of retail participant accounts within a family of affiliated financial companies.

Eric Shisler is a CFA® charterholder with 25 years of experience in the financial industry. He is currently with Corient, where he has worked since 2022, following a decade at Budros, Ruhlin & Roe. Shisler holds a Series 63 license and is based in Columbus, Ohio. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternative investments when appropriate.

Jason Lee is a financial advisor at SPC with 25 years of industry experience. He holds a Series 63 designation and has worked at Parkland Securities, LLC since 2014 and Gilliland Lee Financial Group, Inc. since 2008. Outside of his advisory roles, he sells fixed annuities, life, health, and long-term care insurance, and serves as co-trustee of a family trust. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary and non-fiduciary retirement services.

Ana Aguirre is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses. She has 28 years of industry experience and has worked at Nationwide Investment Services since 2006. 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 manages a large number of retail participant accounts within a family of affiliated financial companies.

Tracy Wheeler is a financial advisor at PNC Wealth Management with 21 years of industry experience. She holds a Series 66 designation and has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm’s investment approach incorporates approved model strategies managed by PNC or third-party strategists, executed via mutual funds and ETFs with annual rebalancing.

Michael Bobell is a financial advisor at Nationwide Investment Advisors, LLC with four years of industry experience and a Series 66 designation. He has worked at firms including Merrill, Bank of America, and Wells Fargo Clearing Services. Outside of his advisory role, he serves as a volunteer pastor, leading worship services and delivering sermons for local churches. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets as of December 31, 2025. The firm relies on independent financial experts for portfolio construction and serves a large client base through a scale-oriented, recordkeeper-driven model.

Foard Womack is a financial advisor at Nationwide Investment Advisors, LLC with six years of industry experience. He has held positions at Nationwide Investment Services and Nationwide Mutual Insurance Company over a combined 14 years. Outside of his advisory role, he serves on the board of directors for the Higgins-Langham Foundation and works as a substitute teacher in the Phoenix, AZ area. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets. The firm uses a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and focuses exclusively on the retirement plan market.

Kent Morris is a CFP® with 45 years of industry experience, currently serving as a financial advisor at Nationwide Investment Advisors, LLC since 2014. He has a long tenure with Gwfs Equities Inc/Great West Life & Ann Insurance Co, spanning over 40 years. 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 over 250,000 clients with a focus on a scale-oriented, recordkeeper-driven approach.

Stephen La Barre is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Mutual of America Financial Group, Huntington National Bank, and New York Life. Outside of finance, he works as a bartender at a private bourbon and cocktail club. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary investment advice supported by Morningstar Investment Management’s proprietary portfolio oversight and model allocations.

Jesse Knudson is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at various Nationwide-affiliated firms since 2012 and has held roles at Fifth Third Securities, Inc. in 2014. 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 operates a scale-oriented, recordkeeper-driven model and relies on independent financial experts for portfolio construction and investment lineups.

Grace O’mara is a CFP® with eight years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. She has held roles at several firms including JPMorgan Chase and Securities America, Inc. during her career. 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 ProAccount assets and serves over 250,000 clients with a model relying on independent financial experts and automated enrollment.

Brent Wells is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds a Series 65 credential and has worked at Brookstone Capital Management and Young Wealth Management, LLC since 2020, and at May Insurance Services, Inc. from 2014 to 2020. In addition to his advisory work, he is licensed to sell Medicare, individual health, and ancillary insurance products through May Insurance Services and plans to offer life insurance, long-term care, and annuities through Advisors Excel. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers a variety of investment strategies, including ETFs, mutual funds, options-enhanced strategies, and bespoke portfolios, operating through a turnkey asset management platform and serving both direct clients and other advisory programs.

David Sheppard is a financial advisor at Voya Financial Advisors, Inc. in Columbus, OH, with 13 years of industry experience. He holds a Series 66 designation and previously worked at Valic Financial Advisors before joining Voya in 2018. Outside of his advisory role, he is a member of the Capital City Cigar Club and has ownership interests in a distillery business and an independent insurance agency. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plans, and corporations, offering financial planning, portfolio management, and access to third-party money managers. The firm combines in-house and external strategists with technology-enabled tools to implement mostly non-discretionary investment programs alongside limited discretionary management options.