Roberto Lopez is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and possessing eight years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Cbiz, Financial Engines Advisors, Sage Point Financial, Charles Schwab, The Vanguard Group, and Wells Fargo. Outside of his advisory work, Lopez is involved in coaching soccer at multiple educational institutions in Arizona, including serving as Head Coach at Glendale Community College. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice focused on ERISA 401(k) and public 403(b)/457(b) plans. The firm leverages independent fiduciary experts for portfolio construction and operates within a family of affiliated financial companies that provide custody, recordkeeping, and product services.

Lynn Robinette is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and having 21 years of industry experience. She has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2004. 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 number of retail participant accounts within a family of affiliated financial companies.

Eric Shisler is a CFA® charterholder with 25 years of experience in the financial industry. He is currently with Corient, where he has worked since 2022, following a decade at Budros, Ruhlin & Roe. Shisler holds a Series 63 license and is based in Columbus, Ohio. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternative investments when appropriate.

Jason Lee is a financial advisor at SPC with 25 years of industry experience. He holds a Series 63 designation and has worked at Parkland Securities, LLC since 2014 and Gilliland Lee Financial Group, Inc. since 2008. Outside of his advisory roles, he sells fixed annuities, life, health, and long-term care insurance, and serves as co-trustee of a family trust. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary and non-fiduciary retirement services.

Ana Aguirre is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses. She has 28 years of industry experience and has worked at Nationwide Investment Services 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 utilizes independent fiduciary experts for portfolio construction and manages a large number of retail participant accounts within a family of affiliated financial companies.

Tracy Wheeler is a financial advisor at PNC Wealth Management with 21 years of industry experience. She holds a Series 66 designation and has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm’s investment approach incorporates approved model strategies managed by PNC or third-party strategists, executed via mutual funds and ETFs with annual rebalancing.

Michael Bobell 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 firms including Merrill, Bank of America, and Nationwide Investment Services Corporation. Outside of his financial advisory role, Bobell serves as a volunteer pastor, leading religious services for local churches in St. Louis. 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 focuses on a scale-driven, recordkeeper model serving over 250,000 clients with a team of nearly 400 advisors.

Foard Womack is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 credentials and six years of industry experience. He previously worked at Nationwide Investment Services and Nationwide Mutual Insurance Company. Outside of his advisory role, he serves as a substitute teacher in several Arizona school districts and is a member of the board of directors for the Higgins-Langham Foundation. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering advisory services through programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm uses independent financial experts to develop model portfolios and manages approximately $16.7 billion in discretionary ProAccount assets.

Kent Morris is a CFP® with 44 years of industry experience and is currently with Nationwide Investment Advisors, LLC. He has worked at Nationwide since 2014 and has been with Gwfs Equities Inc/Great West Life & Ann Ins Co since 1985. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and plan participants, including ERISA 401(k) plans and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts through both discretionary and non-discretionary services.

Stephen La Barre is a financial advisor at Transamerica Retirement Advisors, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Mutual of America Financial Group, Huntington National Bank, and New York Life Insurance Co. Outside of his advisory role, he is also a bartender at a private bourbon and cocktail club in Powell, Ohio. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners through managed advice programs and investment education services. The firm uses proprietary tools from Morningstar Investment Management for portfolio construction and focuses primarily on non-discretionary asset management.

Kevin Jones is a financial advisor with The Huntington Investment Company and holds a Series 66 designation. He has 15 years of industry experience and has been with Huntington since 2011. Prior to that, he worked at Ameriprise. The Huntington Investment Company serves individuals, charities, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model combining third-party sub-managers and affiliate offerings, including proprietary Private Bank models.

Jesse Knudson is a financial advisor at Nationwide Investment Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Nationwide-affiliated firms since 2014, including Nationwide Investment Services Corp. Prior to that, he worked at Nationwide Securities, LLC. 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 for portfolio construction and manages a large number of retail participant accounts relative to its advisory headcount within a family of affiliated financial companies.

Grace O’mara is a CFP® with eight years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. She has held roles at several firms including JPMorgan Chase and Securities America, Inc. during her career. 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 model relying on independent financial experts and automated enrollment.

Brent Wells is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds a Series 65 credential and has worked at Brookstone Capital Management and Young Wealth Management, LLC since 2020, and at May Insurance Services, Inc. from 2014 to 2020. In addition to his advisory work, he is licensed to sell Medicare, individual health, and ancillary insurance products through May Insurance Services and plans to offer life insurance, long-term care, and annuities through Advisors Excel. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers a variety of investment strategies, including ETFs, mutual funds, options-enhanced strategies, and bespoke portfolios, operating through a turnkey asset management platform and serving both direct clients and other advisory programs.

David Sheppard is a Series 66-licensed financial advisor with 13 years of industry experience. He has been with Voya Financial Advisors, Inc. since 2018 and also has a concurrent tenure at VALIC Financial Advisors starting in 2013. Outside of advising, he is a member of the Capital City Cigar Club and holds ownership interests in DT Sheppard Enterprises, which has investments including a distillery operation in Ohio. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice through various program structures that emphasize non-discretionary recommendations.

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 holds a Series 63 designation and has been with Stratos Wealth Partners and LPL Financial LLC since 2016. He is also a notary public and an attorney at law, though he currently does not maintain an active legal practice. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers advisor-managed and model portfolios, access to third-party manager programs, and a variety of financial planning services, operating an open-architecture approach that integrates external platforms and tools.

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.