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.

Isaac Meyers is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 10 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also associated with Central Ohio Financial Management Group and Ameritas Life Insurance Corp since 2017. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and consulting services and utilizes multiple program platforms that incorporate model portfolios, mutual funds, ETFs, and individual securities.

Amber Peters is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at Nationwide Investment Services Corporation since 2007 and is involved in multiple business activities, including managing The Riverside Theater Bar in Milwaukee. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, with a focus on ERISA 401(k) and public 403(b)/457(b) plans. The firm employs independent fiduciary experts to develop model portfolios and serves a large retail participant base through a network of 335 advisors.

James Powers is a financial advisor with Fifth Third Securities, Inc. in Pickerington, Ohio, holding Series 63 and Series 66 credentials and possessing 18 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2010. 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 its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account options and features such as direct indexing and tax-overlay services.

Patrick Walsh is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses with three years of industry experience. He has worked at Nationwide Investment Services Corporation since 2023 and has prior experience in real estate and property management through roles at JC Penny Realty and American Homes Rental & Management. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in assets under its ProAccount program. The firm employs a scale-oriented, recordkeeper-driven model focused on retirement plans, utilizing independent financial experts for portfolio construction and offering both discretionary and non-discretionary advisory services.

Carol Schuler is a financial advisor at Key Investment Services LLC with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at KeyBank and its affiliated entities since 2009. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model combining platform services from Envestnet with portfolio design from the Key Wealth Chief Investment Office and third-party managers.

Kevin Seimet is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Nationwide Investment Services Corporation and Nationwide Insurance Company since 1991. 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. The firm employs a scale-oriented, recordkeeper-driven model serving over 250,000 clients, relying on independent financial experts for portfolio development and emphasizing automated enrollment and fiduciary oversight for ERISA-covered plans.

Dale Van Valkenburg is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with VOYA-affiliated firms since 2008, including VOYA Financial Partners, LLC, and has worked as an independent insurance agent offering fixed insurance products. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through financial planning, portfolio management, and retirement advisory services. The firm combines in-house and external strategies using technology-enabled tools to manage mainly non-discretionary accounts, offering a broad product shelf through a large network of investment adviser representatives.

Devon Henry is a CFP® and Series 65-registered advisor with Mariner in Columbus, OH. He has seven years of experience in the financial industry, including roles at Fifth Third Bank and First Commonwealth Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, with an emphasis on discretionary, customized portfolios supported by a robust investment team and integrated tax and accounting capabilities.

Matthew Roberson is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Nationwide Investment Services Corp since 2018, following four years at Nationwide Securities, LLC. Outside of his advisory role, he serves as an independent contractor for Ring Limited. 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 within a family of affiliated financial companies.

Hannah Mc Kinley is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and two years of industry experience. She has previously held positions at J.P. Morgan Chase & Company and Tampa Financial Group. Outside of her advisory role, she serves as Assistant Treasurer for the Church of the Living God International Inc., a 501(c)(3) organization. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integration with Empower’s recordkeeping and administrative platforms.

James Beck is a financial advisor at Nationwide Investment Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Nationwide Investment Services Corporation since 2016, following prior experience at Summit Investment Management, Ltd. Beck is the owner of Antigua Way Partners, LLC, a non-investment business based in Naples, Florida. Nationwide Investment Advisors, LLC serves primarily retirement plan sponsors and participants through advisory programs such as ProAccount and My Investment Planner. The firm employs a scale-oriented, recordkeeper-driven model with over 250,000 clients and relies on independent financial experts to develop model portfolios.

Joseph Rossi is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Transamerica, and several other firms spanning from 2002 to 2023. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm utilizes independent financial experts to develop model portfolios and manages approximately $16.7 billion in ProAccount assets under discretionary management as of December 31, 2025.

Gregory Sperber is a financial advisor at Nationwide Investment Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Nationwide Investment Services Corporation, NYLIFE Securities LLC, New York Life Insurance Co, and Thrivent Financial for Lutherans. 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. The firm serves an extensive client base with a scale-oriented, recordkeeper-driven model, focusing on ERISA-covered plans and relying on independent experts for portfolio construction.

Laura Leigh Brewster is a Series 66 licensed financial advisor with seven years of industry experience. She is currently with Nationwide Investment Advisors, LLC and previously worked at Raymond James & Associates, Morgan Stanley Private Bank, Morgan Stanley, and Edward Jones. Outside of advisory work, she has held roles in restaurant events and administration at a CPA firm. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, which had approximately $16.7 billion in discretionary assets under management as of year-end 2025. The firm uses a scale-oriented, recordkeeper-driven model focused on ERISA-covered plans and relies on independent experts for portfolio construction.

Brian Koch is a financial advisor with VOYA Financial Advisors, Inc. based in Columbus, Ohio, holding a Series 66 designation and 14 years of industry experience. He has worked at VOYA since 2015 and is currently owner of Koch Cushing Financial Group, which provides financial advising, planning, and retirement planning services. In addition, he works as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm that offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, technology-enabled tools, and mostly non-discretionary management to deliver customized investment solutions.

Kimberly Sparks is a financial advisor at Nationwide Investment Advisors, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Nationwide Investment Services Corp since 2019. Her prior experience includes roles at VOYA Financial Advisors and KDS Financial Corp. 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 collaborates with independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Franklin Collins is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Aspen Energy, JPMorgan Chase Bank, and Reliant Capital Solutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm offers integrated services that include point-in-time financial plans and optional managed account solutions, operating within plan lineups selected by plan sponsors.

Maybell Dy Fister is a ChFC® credentialed financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. She has 10 years of industry experience and has worked with Nationwide Securities, LLC and Nationwide Financial Network since 2015. Outside of her advisory role, she is involved as a partner in several theatrical ventures, including a Broadway musical investment club and other production companies. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance. The firm manages approximately $16.7 billion in ProAccount assets and utilizes independent financial experts to develop model portfolios, operating on a scale-oriented, recordkeeper-driven platform focused on plan participants and sponsors.

Jeffrey Francis is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2004. Outside of his advisory role, he serves as Board Chair and a member of the Zoning Board of Appeals for the Village of Penn Yan, NY. 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.