Felipe Mora is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Jefferson National Securities Corporation, Jefferson National Financial Corp, Jefferson National, and Equian-Trover. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions for ERISA 401(k) plans and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

John Kendall is a financial advisor at Nationwide Investment Advisors, LLC with 27 years of industry experience. He holds the Series 66 designation and has been with Nationwide Investment Advisors since 2006, following his earlier tenure at Nationwide Investment Services beginning in 2000. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including ERISA 401(k) plans and public 403(b)/457(b) plans. The firm employs independent fiduciary experts for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Douglas Ewing is a CFP® with 22 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. He previously worked at Transamerica Capital Inc. from 2012 to 2019. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k), 403(b), and 457(b) plans. The firm partners with independent fiduciary experts to develop model portfolios and manages a large retail participant base within a family of affiliated financial companies that support custody, recordkeeping, and product services.

Ronald Wyant Jr. is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Nationwide Investment Services Corporation since 2016. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance, managing approximately $16.7 billion in ProAccount assets. The firm uses independent financial experts to develop investment models and serves a large client base through a scale-oriented, recordkeeper-driven approach focused on plan participants and sponsors.

Deanna Sisk is a financial advisor at Nationwide Investment Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Nationwide Investment Services Corp, Edward Jones, and the State of California. Outside of her advisory role, she is also an author based in Fresno, CA. 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 employs independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.

Aaron Schwartz is a Series 65-licensed financial advisor with 21 years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. He has been with Nationwide Investment Services Corporation since 2005. Outside of his advisory role, Schwartz operates as a sole proprietor notary through Flexible Notary Services in Weston, Florida. Nationwide Investment Advisors provides managed-account solutions primarily to retirement plan sponsors and participants, including 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.

Roberto Lopez is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and possessing eight years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Cbiz, Financial Engines Advisors, Sage Point Financial, Charles Schwab, The Vanguard Group, and Wells Fargo. Outside of his advisory work, Lopez is involved in coaching soccer at multiple educational institutions in Arizona, including serving as Head Coach at Glendale Community College. 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 leverages independent fiduciary experts for portfolio construction and operates within a family of affiliated financial companies that provide custody, recordkeeping, and product services.

Lynn Robinette is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and having 21 years of industry experience. She has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2004. 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 number of retail participant accounts within a family of affiliated financial companies.

Ana Aguirre is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses. She has 28 years of industry experience and has worked at Nationwide Investment Services since 2006. 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.

Michael Bobell is a financial advisor at Nationwide Investment Advisors, LLC with four years of industry experience and a Series 66 designation. He has worked at firms including Merrill, Bank of America, and Wells Fargo Clearing Services. Outside of his advisory role, he serves as a volunteer pastor, leading worship services and delivering sermons for local churches. 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 relies on independent financial experts for portfolio construction and serves a large client base through a scale-oriented, recordkeeper-driven model.

Foard Womack is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Nationwide Investment Services and Nationwide Mutual Insurance Company, each for seven years. Outside of finance, he serves as a substitute teacher at several schools in the Phoenix, AZ area and is a member of the Board of Directors for the Higgins-Langham Foundation. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, which manages approximately $16.7 billion in discretionary assets. The firm employs a scale-oriented, recordkeeper-driven model, serving a large client base via third-party portfolio construction and automated enrollment.

Kent Morris is a CFP® with 45 years of industry experience, currently serving as a financial advisor at Nationwide Investment Advisors, LLC since 2014. He has a long tenure with Gwfs Equities Inc/Great West Life & Ann Insurance Co, spanning over 40 years. 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 uses independent financial experts to develop model portfolios and serves over 250,000 clients with a focus on a scale-oriented, recordkeeper-driven approach.

Jesse Knudson is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at various Nationwide-affiliated firms since 2012 and has held roles at Fifth Third Securities, Inc. in 2014. 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 and relies on independent financial experts for portfolio construction and investment lineups.

Grace O’mara is a CFP® with eight years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. She has held roles at several firms including JPMorgan Chase and Securities America, Inc. during her career. 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 manages approximately $16.7 billion in ProAccount assets and serves over 250,000 clients with a model relying on independent financial experts and automated enrollment.

Daniel Wrzesien is a financial advisor with Nationwide Investment Advisors, LLC based in Columbus, OH. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked with Nationwide Investment Services Corporation since 2008 and Nationwide Provident since 2005. 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 manages approximately $16.7 billion in discretionary ProAccount assets and serves a large client base using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction.

Anthony Steel is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Nationwide Investment Services Corp, J.P. Morgan Securities LLC, and Edward Jones. 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 manages approximately $16.7 billion in ProAccount assets and serves over 250,000 clients with a scale-oriented, recordkeeper-driven model supported by independent financial experts for portfolio construction.

Julie Miramontes is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials with 19 years of industry experience. She has been with Nationwide Investment Services Corporation since 2007. 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 manages a large number of retail participant accounts within a family of affiliated financial companies.

Allen Spain is a CFP® professional with 25 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. His prior work includes roles at AllianceBernstein Investments, Jackson National Life Distributors, and Merrill. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm employs a scale-oriented, recordkeeper-driven model, serving a large client base mainly through outsourced portfolio construction and automated enrollment.

Scott Murray is a CFA® charterholder with three years of experience, currently advising at Nationwide Investment Advisors, LLC. He has been with Nationwide Financial since 2014 and serves as an adjunct professor at Franklin University and Kentucky State University. Additionally, he is the Chair of the Board of Directors for New Albany Montessori School. 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, managing approximately $16.7 billion in assets under discretionary management. The firm utilizes independent financial experts to develop model portfolios and serves a large client base focused on retirement plans through a scale-oriented, recordkeeper-driven model.

Douglas Rhyu is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Nationwide Investment Advisors and Nationwide Investment Services Corporation since 2006. 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 for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.