Andrew Chattos is a financial advisor with PNC Wealth Management in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior experience includes roles at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation that uses algorithm-driven risk assessments and approved model strategies implemented with mutual funds and ETFs.

Scott Murray is a CFA® charterholder and registered securities professional with three years of industry experience. He is currently with Nationwide Investment Advisors, LLC and has been affiliated with Nationwide Financial since 2014. Outside of his advisory role, he is an adjunct professor at Franklin University, a teacher at Kentucky State University, and serves as chair of the board of directors for New Albany Montessori School. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, utilizing model portfolios developed by independent financial experts. The firm manages approximately $16.7 billion in ProAccount assets and serves a large client base through a recordkeeper-driven, scale-oriented approach focused on ERISA-covered plans.

Douglas Rhyu is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Nationwide Investment Advisors and Nationwide Investment Services Corporation 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 uses independent fiduciary experts for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Mouna Bouhajra is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Northwestern Mutual Investment Services LLC and Nationwide Life Insurance. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Jacob Richter is a financial advisor at Nationwide Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Nationwide Investment Services Corporation, Jackson National Life Distributors LLC, Jefferson National Securities Corporation, Bluegrass Capital Advisors, and MoneyLife Partners, Inc. He is based in Columbus, Ohio. Nationwide Investment Advisors, LLC specializes in providing investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets. The firm employs a scale-oriented, recordkeeper-driven model focused on ERISA-covered plans and relies on independent financial experts for portfolio development.

Gary Haddle is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 licenses and possessing eight years of industry experience. Prior to joining Nationwide Investment Services Corp in 2018, he worked at Aerotek Recruiting for one year. Outside of finance, he serves as a ropes course leader for the Joy Outdoor Education Center. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, utilizing a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment. The firm manages approximately $16.7 billion in discretionary ProAccount assets and serves over 250,000 clients through nearly 400 advisors.

Jana Castanon is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and nine years of industry experience. Her prior roles include positions at Principal Securities Inc., Principal Life Insurance Company, Prudential, and Ameriprise Financial Services Inc. 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 for portfolio development and serves a large retail participant base within a family of affiliated financial companies.

Eric Rogers is a financial advisor at Fifth Third Securities, Inc. in Dublin, OH, with one year of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at Fifth Third Bank, 20/20 Communications Inc, and Mosaic Sales Solutions US. Fifth Third Securities, Inc. serves a wide range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types via the Passageway Managed Account Platform. The firm is a wholly owned subsidiary of Fifth Third Bank and maintains municipal-advisor and broker-dealer registrations.

Loan Nguyen is a financial advisor at Nationwide Investment Advisors, LLC with 11 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 finance, he owns a nail salon business in Philadelphia. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, which manages approximately $16.7 billion in assets. The firm uses a scale-oriented, recordkeeper-driven model supported by independent financial experts to deliver automated portfolio management and fiduciary services focused on ERISA-covered plans.

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 at Voya Financial Advisors, Inc. with 11 years of industry experience. He holds the Series 63 designation and has been with Voya since 2012. Outside of his advisory work, he has been involved in retail through his role at Old Mentor Cigar Shop since 2013. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, corporate clients, and charitable organizations through financial planning, portfolio management, and retirement-plan advisory services. The firm combines in-house and external strategists with technology-enabled tools to deliver investment solutions structured around client-specific investment policy statements.

Derek Welch is a ChFC® and Series 66–licensed advisor with 19 years of industry experience. He is currently affiliated with Kestra Advisory Services LLC and Kestra Investment Services, LLC, having previously worked at Nationwide Investment Services Corporation for 16 years. Welch serves as Vice President and General Counsel at Kestra Advisory Services and holds a similar role at COMP Consulting Companies, LLC, providing consultation on business and individual planning. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, providing services including fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional clients, including sovereign wealth funds.

Chandon Simonis is a financial advisor at Stratos Wealth Partners, Ltd with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stratos Wealth Partners since 2016. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture, IAR-driven model that integrates multiple third-party platforms and offers discretionary and non-discretionary portfolio management.

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 at Nationwide Investment Advisors, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at Nationwide Investment Services Corporation and MassMutual Northwest, as well as various positions linked to educational institutions and legislative work. 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 serves a large client base with a scale-oriented, recordkeeper-driven model and outsources portfolio construction to independent financial experts.

Rachel Roher is a financial advisor at Nationwide Investment Advisors, LLC with five years of industry experience. She holds Series 65 and Series 63 licenses. Her prior roles include positions at Ascensus, Merit Wealth Management, Hamilton Capital, and Nationwide Investment Services Corporation. Outside of finance, she serves as a clinical counseling intern at Rooted & Restored Counseling in Columbus, OH. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets through programs like ProAccount. The firm uses independent financial experts to develop model portfolios and focuses on a scale-driven, recordkeeper-based approach serving a large client base mostly composed of plan participants and sponsors.

Harold Morley is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding 42 years of industry experience. His prior roles include positions at MassMutual, MSI Financial Services, and MetLife Investment Fund Services. He is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through financial planning, portfolio management, unified managed accounts, and retirement advisory services. The firm combines in-house and external strategies with technology-enabled tools to manage a wide range of investment programs, including both discretionary and non-discretionary accounts.

Frank Clegg III is a Certified Financial Planner® (CFP®) and Chartered Financial Consultant (ChFC®) with 45 years of experience in the financial industry. He has worked with Commonwealth Equity Services, Inc. since 1986 and previously with Columbus Financial Concepts from 1985 to 2011. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 affiliated advisors and their individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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.