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.

Charles De Luca is a financial advisor at &PARTNERS in Hilliard, OH, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining &PARTNERS, he worked at LPL Financial and held various roles at Miami University. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services, employing fundamental, technical, and quantitative analysis across both discretionary and non-discretionary account management.

Robert Lee is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, American Benefits Exchange, ProEquities, Inc., Illinois Mutual Life Insurance, and The Prudential Insurance Company of America. 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Matthew Gayman is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Nationwide Investment Services Corporation since 2005. Outside of his advisory role, he is involved with the Roseview Homeowners Association in Scottsdale, Arizona. 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 manage model portfolios and serves a large retail participant base through a comprehensive suite of retirement-plan services.

Sean Grzyb is a financial advisor at Creative Planning with 13 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Creative Planning in 2021, he worked for eight years at Lockton Investment Advisors, Lockton Financial Advisors, and Lockton Companies. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market exposure.

Gregory Beavers is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and two years of industry experience. He has been associated with Bankers Life and its affiliates since 2007, including roles at Bankers Life Securities, Inc. In addition to his advisory work, he is an insurance agent authorized to offer Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Jacob Williams is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds the Series 66 designation and has worked in various financial services roles, including at Gilmore Enterprises, Inc. DBA GA Financial Resources and United Planners' Financial Services of America. Outside of his advisory work, he is a self-employed musician. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and offers both discretionary and non-discretionary management across multiple platforms.

Drew Smith is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and E*TRADE Securities, among other roles outside the financial sector, including positions at Uber Eats, DoorDash, Papa Johns, Cross Country Inns Inc, and Scioto Reserve Country Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative screens with qualitative research and includes an ESG eligibility framework in its recommendations.

Jeffrey D. Wolfe, CIMA®, CPFA, CRPC®, PIA, RAFA, is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager at Merrill Lynch Wealth Management. He is the founder of The Wolfe Group, where he manages the wealth management process for high-net-worth individuals and small businesses. His work emphasizes risk management of concentrated equity positions, portfolio design, and investment management. He also focuses on creating and implementing high probability outcomes for clients’ financial futures by evaluating lifestyle income and expenditure assumptions with a strong emphasis on downside risk assessment. Jeffrey has managed discretionary personalized and defined investment strategies, including individual stocks and bonds, Merrill model portfolios, and third-party investment solutions. His client focus areas include college education planning, divorce transition planning, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, and retirement income. Jeffrey has been with Merrill Lynch since 1995. He holds a Bachelor of Science in Business Administration with a major in Finance from The Ohio State University and an MBA from The University of Chicago Booth School of Business. Jeffrey’s professional designations include Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In his personal time, he enjoys baseball, boating, camping, fishing, hiking, reading, running, and traveling.

Brent Wagner is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working in the financial services industry since 1999 and joined Merrill in 2011. Brent utilizes a goals-based approach to help clients pursue long-term financial objectives, focusing on personal retirement planning, portfolio management services, and retirement income strategies. Brent holds a Bachelor of Science degree in Financial Management from The Ohio State University. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor (CPWA®), Chartered Retirement Planning Counselor™ (CRPC™), and Chartered Retirement Plans Specialist™ (CRPS™), among others. His expertise encompasses planning, portfolio management, insurance, banking and lending solutions through Bank of America, estate planning services, retirement planning, and education planning. Outside of his professional work, Brent enjoys football, hiking, and traveling. He emphasizes a personalized financial strategy developed through one-on-one collaboration with clients to address their goals, expectations, and risk tolerance.

Geoffrey Mccash is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously spent 24 years with Woodbury Financial Services. Outside of his advisory work, he is an officer of Sparrow Lodge #400, a local Masonic organization, and owns a sole proprietorship involved in oil and lubricant sales by referral. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, providing various managed portfolio options and third-party money manager programs.

Simon Maynard is a CFP® certificant with 18 years of experience in the financial industry. He has been with J.P. Morgan Securities since 1997 and has also worked at JPMorgan Chase Bank, N.A. since 2016. Based in Columbus, OH, Maynard holds Series 65 and Series 66 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Michael Turner II is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 16 years of industry experience. He has been with JPMorgan Securities and JPMorgan Chase Bank since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations, incorporating an ESG eligibility framework and utilizing broader derivatives and commodities capabilities.

Aurelia Jackson is a financial advisor at Primerica Advisors in Dublin, OH, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to her financial career, she spent 20 years with the Pediatric Academic Association at Nationwide Children's Hospital. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm delivers advisory services through model-driven strategies managed by third-party asset managers, operating at scale with over 3,600 advisors and approximately $15.5 billion in assets under management.

Zachary Konvolinka is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Pds Planning, Inc., and Valeo Financial Advisors. He has also worked outside the financial industry, including positions at Jets Pizza and Camp Tecumseh YMCA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating forward-looking capital market assumptions and an ESG framework.

John Darrah is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 66 and Series 63 designations and bringing 17 years of industry experience. He has worked at P. Morgan Chase Bank and J.P. Morgan Securities since 2013 and previously spent three years at Ridgewood Plans, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program supported by centralized due diligence and a team of investment professionals.

Charles Dankworth is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.