Daniel Jacobs Sr. is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 credential and 34 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and was previously with Voya Financial Partners, LLC from 2004 to 2011. Jacobs also operates as an independent insurance agent, selling fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of model portfolios, outside and in-house strategists, and technology tools to provide financial planning and portfolio management, with a notable focus on non-discretionary client relationships.

Andrew Johnston is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation. He has 15 years of prior experience at Shipman, Dixon & Livingston Co. LPA and has been with his current firms since 2026. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party advisory solutions, and a range of financial planning and consulting services.

Denice Chun is a financial advisor with Stratos Wealth Partners, Ltd. She holds Series 63, 65, and 66 licenses and has 26 years of industry experience. Her prior roles include seven years at LPL Financial and six years running Hong Kong Bakery & Deli. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services from financial planning to outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

Michelle Escobedo is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Nationwide Investment Services Corporation since 2002. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, offering a range of discretionary and non-discretionary services supported by independent fiduciary experts and affiliated financial companies.

Leanne Luttges is a financial advisor at Nationwide Investment Advisors, LLC with 22 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Nationwide Investment Services Corporation since 2016. Based in Columbus, OH, she works within a large enterprise firm serving primarily retirement plan sponsors and participants. Nationwide Investment Advisors provides investment advice and managed-account solutions focused 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.

Paul Morganski is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including nearly three decades with Nationwide and 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) plans and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Susan Magyar is a financial advisor at Key Investment Services LLC with 24 years of industry experience. She holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, Chase Investment Services Corp., Nationwide Securities, LLC, and 1717 Capital Management Company. Outside of her advisory role, she is involved with her neighborhood homeowners association in Dublin, Ohio. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services and utilizes a multi-provider model for portfolio management and strategist oversight.

Susan Wilson is a financial advisor at Nationwide Investment Advisors, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Nationwide Investment Services Corporation since 2017. Prior to that, she spent 19 years at Benefitscorp Equities, Inc. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, specializing in 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.

Philip Lindsay is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked with Nationwide Investment Services Corporation since 2016. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, managing approximately $16.7 billion in ProAccount assets. The firm serves a large client base using a scale-oriented, recordkeeper-driven model and relies on independent financial experts for portfolio construction and investment recommendations.

Angelique Bonilla is a financial advisor with Nationwide Investment Advisors, LLC based in Columbus, OH, holding Series 63 and Series 66 licenses with one year of industry experience. Her prior roles include positions at Charles Schwab & Co., Inc. and Retirement Protectors INC. She has also worked at Gradient Securities, LLC and Nationwide Investment Services Corporation. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm uses independent financial experts to develop model portfolios and serves a large client base with a scale-oriented, recordkeeper-driven model focused on retirement plans.

Paul Yossem is a financial advisor with Nationwide Investment Advisors, LLC based in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Nationwide Investment Services Corporation since 2007. Outside of his advisory role, Yossem serves as a board member at large for the Western Pension and Benefits Council in both Garden Grove and Orange County, CA, and is the board president of Scripps Ranch High School in San Diego. 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 retail participant base with both discretionary and non-discretionary services within a family of affiliated financial companies.

John Kuhn is a financial advisor with Money Concepts Capital Corp in Galloway, Ohio, holding a Series 63 license and 29 years of industry experience. He has worked at Money Concepts Capital Corp since 2002 and has owned Kuhn Accounting & Financial Services, providing tax return preparation and financial statement compilation, since 1987. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. As an enterprise firm with approximately 431 advisors, it manages multiple programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Benjamin Lozier is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, Ohio, holding a Series 65 credential with 20 years of industry experience. He has worked with Nationwide Investment Services Corporation since 2023 and previously with Nationwide Fund Distributors LLC from 2012 to 2023. 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 retail participant base within a family of affiliated financial companies.

Kyle Burley is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 14 years of industry experience, including roles at Nationwide Investment Services Inc. and Equitable Advisors. Outside of his advisory work, he owns and operates the Burley Outdoors YouTube channel. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in assets through discretionary offerings like ProAccount. The firm uses independent financial experts for portfolio construction and serves a large client base focused on retirement plans through a scale-oriented, recordkeeper-driven model.

Greg Sabin is a ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Nationwide Investment Services Corporation since 2005. Outside of his advisory work, Sabin is involved in performing comedy at the Sacramento Comedy Spot and contributes as a freelance writer for Sacramento Magazine and Inside Publications. He also participates in nonprofit music activities with the Sacramento Traditional Jazz Society and works part-time in voice-over and acting. Nationwide Investment Advisors, LLC provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including ERISA 401(k) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and serves roughly 270,000 clients with a focus on retirement-plan business.

Scott Grotelueschen is a financial advisor with Guardian Life in Columbus, OH, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His prior roles include positions at LPL Financial and Merrill. He serves as a board member of The Walk Foundation, an organization focused on empowering athletes through faith, and participates annually in a mission trip for his church. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment solutions including advisor-led discretionary management, model-based strategies, and digital advisory services.

Christopher Stanton is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 23 years of industry experience. Stanton has been with Nationwide Investment Services Corp since 2012. 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 employs a scale-oriented, recordkeeper-driven model and collaborates with independent financial experts to develop its investment offerings.

Kevin Calegari is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and with Nationwide Investment Services Corporation since 2004. Outside of his advisory role, he serves as president of the Southern Tier Bicycle Club. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice tailored to 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.

Alec Marshak is a financial advisor at Transamerica Financial Advisors with four years of industry experience. He holds a Series 65 designation and has worked at several firms including Morgan Stanley and Strategic Value Partners LLC. Marshak is also a licensed life insurance agent affiliated with Transamerica’s related agencies. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

James Brennan is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, Jackson National Life Distributors, Kestra Investment Services, and Wells Fargo Clearing. He serves as a board member for Let Me Run, a nonprofit organization based in Charlotte, NC. 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 emphasizes a scale-oriented, recordkeeper-driven model that relies on outsourced portfolio construction and automated enrollment to serve a large client base within the retirement plan sector.