Isaiah Stidham is a CFP® with 11 years of industry experience, currently serving at Corient. His prior work includes over a decade at Budros, Ruhlin & Roe. He has been with Corient and affiliated entities since 2022, based in Columbus, Ohio. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate entities. The firm utilizes a goals-based, team investment approach that integrates in-house strategies with third-party managers, employing risk management tools and alternative investments where appropriate.

Cody Dooley is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and two years of industry experience. He previously worked at Prosperity Wealth Group LLC, Futurity First Insurance Company, and Northwestern Mutual. Outside of his advisory role, he is involved in insurance sales through Prosperity Wealth Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients including individuals, corporations, and trusts. The firm utilizes discretionary model portfolios and a variety of investment strategies to serve its client base of approximately 127,000 accounts.

John Niermeyer is a financial advisor at Stratos Wealth Partners, Ltd with 32 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2016 and previously was with Wells Fargo Clearing from 2003 to 2016. He is a licensed notary public and holds Series 63 registration. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse range of clients, including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and financial planning through an open-architecture model that integrates various third-party platforms and managers.

Corey Zizelman is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fifth Third Securities since 2023, with prior roles at Fifth Third Bank and Menards. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with affiliation to Fifth Third Bank, providing access to multiple managed-account programs and a range of portfolio management options.

Daniel Wrzesien is a financial advisor with Nationwide Investment Advisors, LLC based in Columbus, OH. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked with Nationwide Investment Services Corporation since 2008 and Nationwide Provident since 2005. 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 ProAccount assets and serves a large client base using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction.

Zechariah Joshua Hairston is a financial advisor with PNC Wealth Management in Columbus, OH. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at J.P. Morgan Securities, Morgan Stanley, Discover Financial Services, and the State of Ohio. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithmic questionnaires to recommend risk bands and implements investments through approved model strategies with mutual funds and ETFs.

Anthony Steel is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Nationwide Investment Services Corp, J.P. Morgan Securities LLC, and Edward Jones. 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 scale-oriented, recordkeeper-driven model supported by independent financial experts for portfolio construction.

Jamie Rizer is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Corient in Columbus, OH. His prior work includes twelve years at Budros, Ruhlin & Roe and roles at CIPW Service Company and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Julie Miramontes is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials with 19 years of industry experience. She has been with Nationwide Investment Services Corporation since 2007. 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 to develop model portfolios and manages a large number of retail participant accounts within a family of affiliated financial companies.

Allen Spain is a CFP® professional with 25 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. His prior work includes roles at AllianceBernstein Investments, Jackson National Life Distributors, and Merrill. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm employs a scale-oriented, recordkeeper-driven model, serving a large client base mainly through outsourced portfolio construction and automated enrollment.

Matthew Mcdonough is a financial advisor at Valic Financial Advisors with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Buckingham Capital Management, Inc. and Agia. Outside of his advisory role, he is involved with Agia as an agent offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions to manage assets at scale.

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.