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.

Lauren Ryan is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 66, Series 65, and Series 63 licenses and bringing nine years of industry experience. Her work history includes roles at Nationwide Investment Services Corporation, Wells Fargo Clearing, Pacific Pulmonary Services, and Wells Fargo Bank, NA. 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 employs independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven approach.

Shelly Delucas is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds a Series 66 designation and has worked at Janney Montgomery Scott since 2018, following six years at Raymond James & Associates. 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, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

Bina Kumar is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Nationwide Investment Services Corporation since 2003. Outside of her advisory role, she serves as an Alternative appointed Design Review Board Member for the Village of Plandome Manor in New York. 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 serves a large retail participant base within a family of affiliated financial companies.

Michael Fazio is a financial advisor with Principal Financial Services in Columbus, OH, holding a Series 66 credential and eight years of industry experience. His prior work includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank N.A., Nationwide Investment Services Corporation, and MicroVenture Marketplace Inc. He has been with Principal Securities and Principal Life Insurance since 2023. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Stephan Jarvie is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at The Huntington Investment Company and Huntington National Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.

Olutayo Shenbanjo is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Nationwide Securities, LLC and Nationwide Securities Inc since 2008. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice for ERISA 401(k) plans 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.

Pamela Guggenheim is a financial advisor at &PARTNERS with 36 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior work includes nine years at Wells Fargo Clearing and five years at Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing proprietary and third-party strategies through platforms such as Envestnet, and operates with a combination of roles as a broker-dealer, registered investment adviser, and municipal advisor.

Marshall Goff is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Nationwide Investment Services Corporation since 2008. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice for ERISA 401(k) 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.

Ryan Connell is a CFP® professional with 18 years of industry experience, currently serving as an advisor at The Huntington Investment Company. He has held roles at Ameriprise, Securities America Advisors, and Wells Fargo Advisors, among others. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm offers multiple wrap-fee programs on the Envestnet MAS platform, utilizing an open-architecture model that includes third-party sub-managers, affiliate model offerings, and overlay services.

Ethan Molitor is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and bringing six years of industry experience. His prior work includes roles at Nationwide Investment Services Corp, Randstad, and Kent State University, among others. 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 manages approximately $16.7 billion in discretionary assets and utilizes independent financial experts to develop model portfolios, serving a large client base through a scale-oriented, recordkeeper-driven approach.

Randall Neis is a CFP® professional with 24 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. He has previously worked at ICMA Retirement Corporation for 16 years before joining Nationwide Investment Services Corporation. 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 retail participant base through both discretionary and non-discretionary services within a family of affiliated financial companies.

James Altier is a financial advisor at The Huntington Investment Company with 25 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior work includes an 18-year tenure at JPMorgan Distribution Services Inc. 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 employs an open-architecture investment model combining third-party sub-managers and proprietary offerings, delivering diversified portfolio management through various wrap-fee programs on the Envestnet MAS platform.

Judd Beam Jr. is a financial advisor at Stratos Wealth Partners, Ltd with 13 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for 11 years before joining Stratos and LPL Financial in 2023. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios with an emphasis on active monitoring and asset allocation across multiple custodians.

Peyton White is a financial advisor at Guardian Life with two years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company throughout his career. Outside of his advisory role, White is also a professional golfer. Park Avenue® Wealth Management, where White practices, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and both proprietary and third-party investment advisory programs.

Adam Donehue is a financial advisor with Key Investment Services LLC in Powell, Ohio. He holds a Series 66 designation and has 24 years of industry experience. He has worked at Key Investment Services since 2014. Outside of his advisory role, he coaches youth wrestling with the Olentangy Youth Wrestling Organization. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing oversight, and it operates within the KeyCorp group with connections to affiliated financial institutions.

Clayton Benton is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses. He has 23 years of industry experience and has been with Nationwide Investment Services Corporation since 2009. 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 uses independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Kristopher Davis is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Nationwide Investment Services Corp and Great American Insurance Group. He owns a rental property in Lutsen, MN, which he manages on a limited, non-investment basis. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, leveraging independent financial experts to develop model portfolios implemented under discretionary arrangements. The firm manages approximately $16.7 billion in ProAccount assets and focuses on a recordkeeper-driven, scale-oriented approach.

Dylan Murphy is a financial advisor with The Huntington Investment Company in Columbus, OH, holding a Series 63 designation and five years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance, and The Huntington National Bank. Outside of finance, he serves as an assistant coach for the offensive line at Columbus Academy’s football team. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and businesses. The firm uses an open-architecture investment model that combines third-party sub-managers and proprietary Private Bank models, offering a range of wrap-fee programs and brokerage services.