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 with three years of experience, currently advising at Nationwide Investment Advisors, LLC. He has been with Nationwide Financial since 2014 and serves as an adjunct professor at Franklin University and Kentucky State University. Additionally, he is the 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 through programs such as ProAccount, My Investment Planner, Smart Alliance, and the Advice Program, managing approximately $16.7 billion in assets under discretionary management. The firm utilizes independent financial experts to develop model portfolios and serves a large client base focused on retirement plans through a scale-oriented, recordkeeper-driven model.

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 63 and Series 65 licenses and eight years of industry experience. He has worked at Nationwide Investment Services Corp since 2018 and previously at Aerotek Recruiting. 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, managing over $16 billion in discretionary assets through programs such as ProAccount. The firm relies on independent financial experts for portfolio construction and serves a large client base through a scale-oriented, recordkeeper-driven model.

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 with FIFTH THIRD SECURITIES, Inc. in Dublin, OH, holding Series 63 and Series 65 licenses and one year of industry experience. He has worked with Fifth Third Securities since 2025 and has prior experience at Fifth Third Bank, 20/20 Communications Inc, and Mosaic Sales Solutions US. FIFTH THIRD SECURITIES, Inc. serves a broad mix of individual and institutional clients through both investment advisory and brokerage channels, offering multiple program types and third-party portfolio managers via its Passageway Managed Account Program. The firm is a wholly owned subsidiary of Fifth Third Bank and supports a variety of investment strategies including mutual fund and ETF models, separately managed accounts, and tax-focused services.

Loan Nguyen is a financial advisor at Nationwide Investment Advisors, LLC with 10 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 his advisory role, Nguyen owns Nail Image, a business based in Philadelphia. 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 retail participant base within a family of affiliated financial companies.

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 with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has five years of industry experience. His previous roles include positions at Nationwide Investment Services Corporation and MassMutual Northwest, as well as experience working with the Washington Legislature and the Mercatus Center. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through advisory programs like ProAccount, My Investment Planner, and Smart Alliance. The firm manages approximately $16.7 billion in discretionary assets and employs a scale-oriented, recordkeeper-driven approach with outsourced portfolio construction and automated enrollment.