Mark Mc Kee is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and six years of industry experience. His prior roles include positions at Nationwide Investment Services Corp and Brooksource. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s integrated approach utilizes proprietary and third-party methodologies focusing on long-term portfolio returns and savings rates within an environment closely tied to Empower’s recordkeeping and administrative platforms.

James Bowman is a financial advisor at Janney Montgomery Scott with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Raymond James & Associates, J.P. Morgan Securities, and Legg Mason Wood Walker. He serves as Board Chairman of the Yellowill Foundation, which supports cancer research focused on Ewing Sarcoma. 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 range of clients and offers brokerage services, financial planning, consulting, and multiple advisory programs through a combination of in-house and third-party portfolio management.

Erick Primero is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Fifth Third Bank, Parkland Securities, and Nationwide Investment Services Corporation. 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 bank affiliation with municipal-advisor registration and provides multiple discretionary managed-account options, including direct indexing and tax-overlay services.

Robert Dickson is a Series 66-credentialed financial advisor with Valic Financial Advisors in Columbus, OH, bringing four years of industry experience. Prior to joining Valic, he worked at JPMorgan Chase for eight years. Outside of his advisory role, he serves as a soccer referee in central Ohio and holds leadership positions in local community organizations, including the Wellington Parents Association. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

Karl Rubin is a CFP® professional with 30 years of industry experience, currently serving at VOYA Financial Advisors, Inc. since 2014. He previously worked at Voya Financial Partners, LLC for 11 years. Rubin is also involved in community service, acting as a finance committee member for the Columbus Jewish Federation and serving on the board of Congregation Tifereth Israel. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed accounts, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm integrates in-house and third-party strategies using technology-enabled tools and manages many accounts on a non-discretionary basis while accommodating discretionary management in certain arrangements.

Mark Guenard is a financial advisor at Steward Partners Investment Advisory, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Columbia Management Investment Distributors Inc and Alps Fund Services. Guenard is based in Columbus, OH. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory, financial planning, pension consulting, and managed account services.

Laura Ingle is a Series 66 registered advisor with PNC Wealth Management who has five years of industry experience. She previously worked at J.P. Morgan Securities LLC and Morgan Stanley. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation only to employees with existing PNC Bank online credentials. The firm uses approved model strategies managed by PNC or third parties, implemented via mutual funds and ETFs with annual rebalancing.

John Schuman is a CFP® and holds a Series 65 license, with 24 years of industry experience. He has worked at Budros, Ruhlin & Roe for 22 years and has been with Corient since 2022, including its affiliate Corient Services LLC since 2023. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions, employing continuous portfolio monitoring and risk management tools.

Tenesha Hartgrove is a CFP® and PFS™ with eight years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp. She previously worked at Lincoln Douglas Investments, LLC, and has experience in tax preparation and accounting services through roles at Ron Lykins CPAs and Intuit, as well as operating YLDJ Consulting and Ncrease Financial Services. Money Concepts Advisory Service provides investment advisory and financial planning to a diverse client base, including individuals, pension plans, and corporations. The firm employs model-driven and asset-allocation approaches and utilizes both proprietary and third-party strategies to manage approximately $4.07 billion in assets through a large network of advisors.

Levarn Clay is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 designations with 20 years of industry experience. His career includes roles at Nationwide Investment Services Inc., CUNA Brokerage Services, Inc., Valic Financial Advisors, and Chase Investment Services Corp. since 2008. 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 ProAccount assets, serving a large client base via model portfolios developed by independent financial experts and a recordkeeper-driven, scale-oriented approach.

Tyler Hissrich is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2022, with prior experience at Fifth Third Bank and other firms. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program, offering multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Keisha Smith Jones is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Money Concepts Capital Corp since 2019 and has prior experience with Millennium Brokerage Group and Nationwide. Outside of her advisory role, she serves as a board member and director of the Gahanna Area Chamber of Commerce. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment approaches, including model portfolios and third-party sub-advisers, to serve approximately 14,700 clients with around $3.33 billion in assets under management.

Regina Tomek is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 63 designation and bringing 27 years of industry experience. She has worked at VOYA Financial Advisors since 2014 and previously spent nine years with Valic Financial Advisors. Tomek serves as Vice President of the Cleveland Central Catholic Alumni Association, where she assists with fundraising and organizational activities. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, institutional clients, and charitable organizations. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Mauricio Juarez Flores is a financial advisor with Nationwide Investment Advisors, LLC based in Columbus, OH. He holds Series 65 and Series 63 credentials and has six years of industry experience, including roles at JP Morgan Securities LLC and BMO Harris Bank, N.A. 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 ProAccount assets and serves a large client base using a scale-oriented, recordkeeper-driven model that relies on independent financial experts for portfolio construction and automated enrollment features.

Oleg Prozapas is a financial advisor at Nationwide Investment Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 credentials. His work history includes roles at Nationwide Investment Services Corporation, Randstad, Primerica Advisors, and Primerica Financial Services. 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 ProAccount assets and serves over 250,000 clients with a scale-oriented, recordkeeper-driven model.

Matthew Herrmann is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Gwfs Equities, Inc., Prudential Investment Management Services LLC, The Prudential Insurance Company of America, and Nationwide Investment Services Corporation. Outside of his advisory work, he serves as an at-large board member for the North Carolina Council on Economic Education and as an HOA trustee for Piatt Meadows. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by sponsors.

Andrew Diano is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Since 2014, he has been associated with Nationwide Investment Services Corporation. 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 uses independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Jeramy May is a financial advisor at Janney Montgomery Scott in Columbus, OH, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2018. His prior roles include positions at Wells Fargo Clearing and Robert Baird & Co. 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 diverse client base through brokerage services, financial planning, consulting, and multiple advisory programs, combining in-house and third-party portfolio management.

Nicholas Roddy is a financial advisor at Transamerica Financial Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and Brenamen Insurance and Financial Services. He is also involved in the sales of insurance and annuity products through firms affiliated with Transamerica. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with a mix of proprietary and third-party model portfolios.

Benjamin Kuhn is a financial advisor with Key Investment Services LLC in Columbus, OH, holding a Series 66 designation and two years of industry experience. He has held roles at KeyBank NA, Huntington Bank, and Chase Bank since 2012. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and employs a multi-provider model combining platform services, strategist portfolios, and manager oversight, with integration across KeyCorp affiliates for additional financial services.