Christopher Walling is a financial advisor with Stratos Wealth Partners, Ltd in Columbus, OH, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Stratos Wealth Partners since 2010 and has also worked with LPL Financial since 2009. Walling authored a book titled "Financial Strategies for Corporate Executives." Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios.

Wendy Shaw is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Nationwide Investment Services Corporation since 1999. Shaw serves as a board member for Turning Point, an organization supporting domestic violence services in Delaware and Marion Counties, Ohio. 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 emphasizes the use of independent fiduciary experts for portfolio construction and manages a large number of retail participant accounts within a family of affiliated financial companies.

Jorge Aldana Jr. is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 credentials and over six years of industry experience. His prior work includes roles at Principal Advised Services, Principal Securities, and Principal Life Insurance Co. He has also worked at Aerotek and First Convenience Bank. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets as of December 2025. The firm emphasizes a scalable, recordkeeper-driven model supported by independent financial experts to develop model portfolios and serves a large client base focused exclusively on retirement plans.

Michael Burkhart is a Chartered Financial Consultant (ChFC®) with 30 years of experience in the financial services industry. He has been with Nationwide Investment Advisors, LLC since 2006 and has worked with Nationwide Investment Services Corporation and Nationwide Insurance Company since 1994. Based in Columbus, OH, he holds Series 63 and Series 65 licenses. 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 serves a large retail participant base through discretionary and non-discretionary services within a family of affiliated financial companies.

Dustin Dillon is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at Ameriprise and various positions within Huntington’s affiliated entities. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment approach, offering multiple wrap-fee programs and combining third-party and proprietary model management.

Eric Schoonover is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Nationwide Investment Services Corp since 2012. 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 serves a large number of retail participant accounts within a family of affiliated financial companies.

Kenneth Bart is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Principal Life Insurance, Voya Financial, The Prudential Insurance Company of America, and Transamerica Investors Securities Corporation. 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 to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Corey Spindler is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® and Series 66 designations with 11 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2016. Outside of his advisory role, he serves as a manager for Crabapple Island Fairview, 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 to develop model portfolios and provides both discretionary and non-discretionary services within a large enterprise structure.

Chad Wilhoite is a financial advisor at Nationwide Investment Advisors, LLC with 11 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Wilhoite previously worked at PNC Bank and PNC Investments before joining Nationwide Investment Services Inc. in 2019. 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 employs independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.

Brandon Casturo is a financial advisor at Nationwide Investment Advisors, LLC with four years of industry experience. He holds a Series 65 credential and has previously worked at Nationwide Investment Services Corp, Tailored Management, Kroger, and Colonial Life. Outside of advising, he is a self-published author, a self-employed artist, and works as an equipment operator. 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 to develop model portfolios and manages a large number of retail participant accounts while operating within a family of affiliated financial companies.

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.

David Douglass is a financial advisor with PNC Wealth Management in Columbus, OH, holding a Series 66 designation and 18 years of industry experience. He has been with PNC Investments since 2016 and is also employed as an on-call banquet server at Hilton Columbus Downtown. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and approved model strategies executed with mutual funds and ETFs.

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.

Eugene Heflin is a financial advisor with Stratos Wealth Partners, Ltd in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2010. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, and institutional clients, offering portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

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.