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 five years of industry experience. He holds a Series 65 designation and has worked at Brookstone Capital Management and Young Wealth Management, LLC since 2020, following six years at May Insurance Services, Inc. Outside of advisory work, he is licensed to sell Medicare and individual health insurance and collaborates with May Insurance Services as his general agent. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

David Sheppard is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and 13 years of industry experience. He has been with Voya Financial Advisors since 2018 and was previously with VALIC Financial Advisors. Outside of his advisory role, he is a member of the Capital City Cigar Club and holds a 50% ownership interest in Leather and Oak Spirits, a distillery in Ohio, through his business DT Sheppard Enterprises. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led programs, third-party money manager accounts, and brokerage services, delivering investment guidance through model portfolios and manager-driven sleeves with an emphasis on non-discretionary and client-approved strategies.

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.

Zechariah Joshua Hairston is a financial advisor with PNC Wealth Management in Columbus, OH. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at J.P. Morgan Securities, Morgan Stanley, Discover Financial Services, and the State of Ohio. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithmic questionnaires to recommend risk bands and implements investments through approved model strategies with mutual funds and ETFs.

Anthony Steel is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Nationwide Investment Services Corp, J.P. Morgan Securities LLC, and Edward Jones. 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 scale-oriented, recordkeeper-driven model supported by independent financial experts for portfolio construction.

Jamie Rizer is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Corient in Columbus, OH. His prior work includes twelve years at Budros, Ruhlin & Roe and roles at CIPW Service Company and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Julie Miramontes is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials with 19 years of industry experience. She has been with Nationwide Investment Services Corporation since 2007. 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 manages a large number of retail participant accounts within a family of affiliated financial companies.

Allen Spain is a CFP® with 24 years of industry experience, currently advising at Nationwide Investment Advisors, LLC. His prior roles include positions at AllianceBernstein Investments, Jackson National Life Distributors, and Legg Mason. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k), public 403(b), and 457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and serves as an ERISA fiduciary, managing a large number of participant accounts within a family of affiliated financial companies.

Matthew Mcdonough is a financial advisor at Valic Financial Advisors with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Buckingham Capital Management, Inc. and Agia. Outside of his advisory role, he is involved with Agia as an agent offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions to manage assets at scale.

Andrew Chattos is a financial advisor with PNC Wealth Management in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior experience includes roles at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation that uses algorithm-driven risk assessments and approved model strategies implemented with mutual funds and ETFs.

Scott Murray is a financial advisor with Nationwide Investment Advisors, LLC, holding the CFA® designation and securities licenses Series 66, 63, and 65. He has two years of industry experience and has been with Nationwide Financial since 2014 and Nationwide Investment Services Corporation since 2023. Outside of his advisory role, he serves as an adjunct professor at Franklin University and Kentucky State University, and he is chair of the Board of Directors for New Albany Montessori School. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, managing approximately $16.7 billion in assets under discretionary management. The firm uses a model portfolio approach developed by independent financial experts and serves a large client base focused on retirement plans through a scale-oriented and recordkeeper-driven model.

Molly Williams is a financial advisor at Nationwide Investment Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including UBS Financial Services, Protective Life, and Nationwide Investment Services Corporation. 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 utilizes independent financial experts to develop model portfolios and serves a large client base focused on plan participants and sponsors, managing approximately $16.7 billion in discretionary assets as of the end of 2025.

Douglas Rhyu is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Nationwide Investment Advisors and Nationwide Investment Services Corporation 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 uses independent fiduciary experts for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.