Derek Scheetz is a financial advisor with Guardian Life and Park Avenue Securities, holding nine years of industry experience. His prior work includes roles at Foresters Financial Services and Berkshire Hathaway HomeServices. Outside of advising, he serves as treasurer and board member for NAIFA Ohio and officiates middle and high school lacrosse games. Park Avenue Securities, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and a combination of proprietary and third-party advisory programs.

Kelly Grzyb is a financial advisor at Creative Planning with 10 years of industry experience. She holds Series 65 and Series 63 designations and has worked at Lockton Investment Advisors and Nationwide Investment Services Corporation. Grzyb is based in Powell, Ohio. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Ashley Barnes is a financial advisor at The Huntington Investment Company with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at the firm since 2015. 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 business entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers, affiliate models from its Private Bank, and Envestnet overlay services.

Chun Hao Chen is a financial advisor with Transamerica Financial Advisors holding a Series 66 designation and beginning his industry career in 2026. His prior work experience includes roles at Nova Choice LLC and TrueStone Realty, Inc., among other business activities outside the financial advisory field. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Ronald Wyant Jr. is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Nationwide Investment Services Corporation since 2016. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance, managing approximately $16.7 billion in ProAccount assets. The firm uses independent financial experts to develop investment models and serves a large client base through a scale-oriented, recordkeeper-driven approach focused on plan participants and sponsors.

Egidio Difazio is a financial advisor at The Huntington Investment Company with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Huntington since 2004. The Huntington Investment Company serves individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities, offering advisory and brokerage services through multiple wrap-fee programs and an open-architecture investment model.

Deanna Sisk is a financial advisor at Nationwide Investment Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Nationwide Investment Services Corp, Edward Jones, and the State of California. Outside of her advisory role, she is also an author based in Fresno, CA. 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 serves a large number of retail participant accounts within a family of affiliated financial companies.

Michael Savage is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Fifth Third Securities since 2006. Outside of his advisory role, he is an owner of a rental property business in Suttons Bay, Michigan. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Aaron Schwartz is a Series 65-licensed financial advisor with 21 years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. He has been with Nationwide Investment Services Corporation since 2005. Outside of his advisory role, Schwartz operates as a sole proprietor notary through Flexible Notary Services in Weston, Florida. Nationwide Investment Advisors provides managed-account solutions primarily to retirement plan sponsors and participants, including ERISA 401(k) and public 403(b)/457(b) plans. The firm employs independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.

Steven Truitt is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses and 42 years of industry experience. He has been with Fifth Third Securities since 1983. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines a municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs and features such as direct indexing and tax-overlay services.

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.