Mark Yandura is a financial advisor at OSAIC Institutions, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including LPL Financial, CUSO Financial Services, Wright-Patt Credit Union, and Equitable Advisors. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer model that integrates discretionary and non-discretionary account management.

Sean Murphy is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his advisory role, he has worked in various positions at Bankers Life entities since 2023 and owns a consulting business that performs vehicle inspections and provides warranty consultation. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and non-ERISA retirement plan consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis.

Dustin Van Atta is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 registrations and 10 years of industry experience. He has been with Nationwide Investment Services Corporation since 2016. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets as of December 31, 2025. The firm serves a large client base through a scale-oriented, recordkeeper-driven model, utilizing independent financial experts for portfolio construction and focusing exclusively on plan participants and sponsors.

Michael Roush is a CFP® with 15 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company. His prior experience includes roles at Ameriprise Financial Services, Bank of America, and Merrill. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals—including high-net‑worth clients—charitable organizations, corporations, and other entities. The firm employs an open-architecture model combining third-party sub-managers and proprietary Private Bank offerings, with advisory arrangements primarily structured as percentage-of-assets wrap fees.

Jennifer Triplett is a financial advisor with The Huntington Investment Company in Gahanna, OH, holding CFP® and Series 66 credentials and totaling 15 years of industry experience. She has been with The Huntington Investment Company since 2011 and also worked at Ameriprise Financial Services, LLC from 2026 to 2027. Outside of her advisory role, she is an owner of a rental property. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—as well as charitable organizations and business entities through advisory and brokerage services. The firm employs an open-architecture investment approach featuring a range of wrap-fee programs, combining third-party and proprietary model offerings.

Jeffrey Smith is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at KeyBank and PNC Wealth Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios, emphasizing risk-appropriate strategies and tax management.

Taylor Hedric is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Securities LLC for nine years. Hedric is based in Columbus, OH. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model combining third-party sub-managers and proprietary private bank models.

Christopher Cox is a financial advisor with Voya Financial Advisors, Inc. in Columbus, Ohio, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He also serves as president of Family Financial Planning Investment & Insurance and works as an independent insurance agent. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors and high-net-worth individuals, offering financial planning, portfolio management, and consulting through various program structures with a focus on non-discretionary recommendations.

Samuel Ennen is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has been with Nationwide Investment Services Corporation since 2015 and has been affiliated with Nationwide 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 employs independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Kimberly Hynes is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 66 and Series 63 credentials and four years of industry experience. Her prior work includes roles at Empower Advisory Group, The Prudential Insurance Co. of America, and New York Life Insurance Co. among others. 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, utilizing model portfolios developed by independent financial experts and focusing on a scale-oriented, recordkeeper-driven approach.

Gerard Quinn is a CFP® and CFA® with 11 years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has held prior roles at PrairieView Wealth Partners, Raymond James Financial Services, Merrill Lynch, and others. Quinn also serves as Head of Financial Planning at Focus Forward, providing outsourced financial planning support to RIA firms. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and uses a range of strategies including low-cost ETFs, index funds, and private funds.

William Gallagher is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials with seven years of industry experience. His work history includes roles at Nationwide Investment Services Inc, A&R Creative Group, Chipotle Mexican Grill, and The Ohio State University. 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 through both discretionary and non-discretionary services.

John Mchugh is a CFP® professional with 24 years of industry experience, currently serving at Corient since 2022. His prior experience includes 25 years at Budros, Ruhlin & Roe. He is a finance committee member for LifeCare Alliance and serves on the investment committee for the Upper Arlington Community Foundation. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a goals-based, team investment approach integrating in-house strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

Sarah Sims is a Series 66-licensed financial advisor at OSAIC Institutions, Inc. with three years of industry experience. She has worked at First Commonwealth Bank since 2018 and held prior roles at Interim Healthcare and Garage Doors of Ohio. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, using a hybrid adviser/broker-dealer model that includes discretionary and non-discretionary account management.

Kimberly Nelson is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. She has worked at Janney Montgomery Scott and its predecessor firms since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she has been involved with Younique Cosmetics since 2014. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Andrew Kessinger is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has worked at The Huntington Investment Company since 2009 and previously spent 10 years at Fleet Feet Sports. Outside of his advisory role, he coaches girls’ soccer at Upper Arlington High School. The Huntington Investment Company serves individuals, including high-net-worth clients, as well as charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party and affiliate offerings on the Envestnet platform.

Brendan Morrison is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Nationwide Investment Services Corporation since 2009. 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.

Sebastian Cooper is a financial advisor at Nationwide Investment Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Nationwide Investment Services Corporation and Prudential. Outside of advisory work, he is involved in non-variable insurance sales and drives for Uber Technologies Inc. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, managing approximately $16.7 billion in discretionary assets. The firm uses independent financial experts to develop portfolios and focuses on a scale-oriented, recordkeeper-driven model with automated enrollment features.

Phillip Carbajal is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Missionsquare Investment Services, Voya Financial Advisors, Cambridge Investment Research, and LPL Financial. 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 serves a large retail participant base through both discretionary and non-discretionary services.

Bernard Laryea is a Series 66-licensed financial advisor with Transamerica Financial Advisors, based in Columbus, OH. He has held roles at several companies, including Civicom US LLC, Johnson & Johnson, and Sodexo Inc. Bernard's industry experience is currently listed as zero years. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations and charitable organizations. The firm offers a mix of advisory and broker-dealer services, utilizing proprietary and third-party investment models, with both discretionary and non-discretionary program options.