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.

Jennifer Page is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses. Her prior work includes roles at JP Morgan Chase Bank NA, Citigroup Global Markets, Merrill, and several other firms. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants. The firm utilizes a scale-oriented, recordkeeper-driven model with a focus on automated enrollment and outsourced portfolio construction, serving over 250,000 clients through programs such as ProAccount and My Investment Planner.

Eben Stansbery is a financial advisor at Nationwide Investment Advisors, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Nationwide Investment Services Company since 2014. 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 under discretionary management and serves a large client base with a scale-oriented, recordkeeper-driven model.

Steven Morgan is a financial advisor at Osaic Advisory Services, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Arbor Point Advisors, Polaris Financial Partners, and Cadaret Grant & Co. Morgan also engages in insurance sales as an agent. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment programs and utilizes fundamental and technical analysis, tactical trading, direct indexing, and structured products, supported by platform relationships and affiliated managers.

Marc Chapman is a financial advisor with TIAA-CREF, holding a Series 66 designation and 27 years of industry experience. He has been with TIAA and TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Ryan Bates is a financial advisor with Janney Montgomery Scott in Columbus, OH, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Atrium Co. and involvement with Bowling Green State University, where he was connected to residence life and the university itself. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Kathleen Bindas is a financial advisor at Fifth Third Securities, Inc. in Columbus, OH, with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities and JPMorgan Chase Bank, N.A. during her career. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, including mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

Deborah Gold is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2003. Outside of her advisory role, she serves as Vice President Youth for Congregation Agudat Achim in Niskayuna, NY, where she also works as a part-time substitute teacher. 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 employs independent fiduciary experts to develop model portfolios and serves a large retail participant base through discretionary and non-discretionary services within a family of affiliated financial companies.

Nina Olague is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, Ohio, holding Series 63 and Series 65 credentials and 12 years of industry experience. Her prior roles include positions at Old National Bank, LPL Financial, Ameriprise Financial Services, and Republic Bank of Chicago. She also serves as a Notary Public. 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 employs a scale-oriented, recordkeeper-driven model focused on ERISA-covered plans, using independent financial experts for portfolio construction and automated enrollment features.

Mark Posey is a financial advisor with Fifth Third Securities, Inc. in Westerville, OH, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Fifth Third Securities since 2016. Outside of his advisory role, Posey serves as the head volleyball coach at Westerville North High School. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform, utilizing third-party portfolio managers and various investment strategies tailored to client risk profiles.