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 with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Nationwide Investment Services Corporation since 2023. Outside of advisory services, he has a long-term involvement in real estate through roles with JC Penny Realty and American Homes Rental & Management. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants through programs such as ProAccount, which had approximately $16.7 billion in discretionary assets under management as of December 31, 2025. The firm uses a scale-oriented, recordkeeper-driven model supported by independent financial experts to offer model portfolios and automated enrollment features aimed at ERISA-covered plans.

Andrew Croman is a financial advisor with The Huntington Investment Company in Dublin, Ohio, holding Series 63 and Series 65 licenses and having 19 years of industry experience. His prior work includes roles at Ameriprise, Bank of America, Merrill, JP Morgan Chase, JP Morgan Securities, and PNC Investments. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and other entities with advisory and brokerage services. The firm uses an open-architecture investment model combining third-party sub-managers with affiliate private bank offerings and provides multiple wrap-fee programs on the Envestnet MAS platform.

Carol Schuler is a financial advisor at Key Investment Services LLC with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Key Investment Services and affiliated firms since 2009. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee advisory, model portfolios, and separately managed accounts. The firm emphasizes client-driven model selection and ongoing monitoring while providing access to third-party discretionary managers and oversight.

Jason Goldsmith is a Certified Financial Planner® with 11 years of industry experience. He currently works at The Huntington Investment Company and has held prior roles at Ameriprise Financial Services, Wells Fargo Advisors, Union Bank, and LPL Financial. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, and corporations. The firm employs an open-architecture investment model combining third-party and proprietary strategies, with a range of wrap-fee programs offered on the Envestnet platform.

Kevin Seimet is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 credentials 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 mainly to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm manages substantial assets under its primary discretionary offering and employs independent experts to develop model portfolios within a scale-oriented, recordkeeper-driven framework.

Dale Van Valkenburg is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Voya Financial Advisors and VOYA Financial since 2014. Outside of his advisory role, he operates as an independent insurance agent and is involved with Ascent Financial Partners, a financial services firm offering insurance, securities, and investment products. 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 and combines an advisory platform with an active broker-dealer distribution model supported by an extensive affiliate network.

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 with Empower Advisory Group in Columbus, OH, holding Series 66 and Series 63 licenses and two years of industry experience. Her prior roles include positions at J.P. Morgan Chase & Company and Tampa Financial Group. Outside of her advisory work, she serves as Assistant Treasurer for the nonprofit Church of the Living God International Inc. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates financial planning with its recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

James Beck is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, Ohio, holding Series 65 and Series 63 licenses and 25 years of industry experience. He has been with Nationwide Investment Services Corporation since 2016. Outside of his advisory role, he is the owner of Antigua Way Partners, LLC, a business based in Naples, Florida. 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 operates a scale-oriented, recordkeeper-driven model, serving a large client base mostly comprised of plan participants and sponsors.

Joseph Rossi is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Charles Schwab, Transamerica, Princor Financial Services Corporation, and Principal Life Insurance Co. Nationwide Investment Advisors specializes in providing 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 as an ERISA fiduciary in certain contexts, managing a large number of retail participant accounts within a family of affiliated financial companies.

Gregory Sperber is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and has 23 years of industry experience. He previously worked at Nationwide Investment Services Corporation, NYLIFE Securities LLC, New York Life Insurance Co, and Thrivent Financial for Lutherans. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through discretionary and non-discretionary advisory programs, managing approximately $16.7 billion in ProAccount assets. The firm emphasizes a scale-oriented, recordkeeper-driven model, utilizing independent financial experts for portfolio construction and focusing on plan participant and sponsor clients.

Laura Leigh Brewster is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and seven years of industry experience. She has previously worked at Raymond James & Associates, Morgan Stanley Private Bank, and Edward Jones. Outside of finance, she has experience working in restaurant events and administration roles. Nationwide Investment Advisors primarily provides investment advisory services to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets as of the end of 2025. The firm serves a large client base through a scale-oriented, recordkeeper-driven model that emphasizes automated enrollment and outsourced portfolio construction.

Brian Koch is a financial advisor with VOYA Financial Advisors, Inc. and Koch Cushing Financial Group, holding a Series 66 credential and 13 years of industry experience. He has been with Voya Financial Advisors since 2015 and is the owner of Koch Cushing Financial Group, which focuses on financial advising, planning, and retirement planning. Koch also works as an independent insurance agent, selling fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm offers a range of investment programs, combining advisory and broker-dealer services, with a focus on model portfolios and manager-driven strategies.

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.

Maybell Dy Fister is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation along with Series 65 and Series 63 licenses. She has 10 years of industry experience and has been associated with Nationwide Securities, LLC and Nationwide Financial Network since 2015. Outside of her advisory role, she is a partner in multiple theatrical ventures, including Dramatic Bard and Dramatic Circle, a Broadway musical investment club. 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 manages approximately $16.7 billion in ProAccount assets under discretionary management and serves a large client base with a scale-oriented, recordkeeper-driven approach focused on retirement plans.

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.

Seth Freeman is a CFP® and ChFC® with 11 years of industry experience, currently serving with Nationwide Investment Advisors, LLC in Columbus, OH. His prior work includes multiple roles at Nationwide Investment Services Corporation and positions outside the financial sector such as sales and driving for ride-share companies. Seth’s experience spans both financial services and various other business activities. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets. The firm employs a scale-oriented, recordkeeper-driven model focused on ERISA-covered plans, utilizing independent financial experts to develop model portfolios and automated enrollment features.

Jakob Sweeney is a financial advisor at Nationwide Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Merrill, Bank of America, and AXA Advisors. Outside of his advisory role, he is involved as a landlord with an Airbnb property. 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 within a family of affiliated financial companies.