David Cervantes is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Ameriprise, Morgan Stanley Private Bank, Morgan Stanley Wealth Management, and Thrivent Financial. He also served in the US Marine Corps and worked at Pinnacle Bank. 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 serves a large retail participant base within a family of affiliated financial companies that provide custody, recordkeeping, and product services.

Karis Cox is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. She holds Series 63 and Series 66 licenses and has 32 years of industry experience. Her prior work includes roles at Nationwide Investment Services Corp and NRECA, as well as a brief position at Shamrock Communications, Inc. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice for ERISA 401(k) and public 403(b)/457(b) plans. The firm employs independent fiduciary experts to develop model portfolios and manages a large number of participant accounts within a family of affiliated financial companies.

William Angus is a financial advisor at Nationwide Investment Advisors, LLC with 20 years of industry experience. He has held a position with Nationwide Investment Services Corporation since 2016. Angus holds the Series 63 and Series 65 credentials. 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 over 250,000 clients with a scale-oriented, recordkeeper-driven model.

Julius Mccormick is a financial advisor at Nationwide Investment Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked primarily with Nationwide Investment Services Corporation. Outside of his advisory role, he owns Juice Golf LLC, a business based in Atlanta, GA. Nationwide Investment Advisors provides investment advice and managed-account solutions mainly for 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 its network of affiliated financial companies.

Loren Mormino is a financial advisor at Nationwide Investment Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work experience includes roles at Nationwide Investment Services Corporation, USAA, Lowe's Home Improvement, and College Lakes Elementary School. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and plan participants through programs such as ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm manages approximately $16.7 billion in discretionary ProAccount assets and serves a large client base through a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

Tyler Scott is a CFP® and ChFC® with five years of industry experience, currently serving as a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH. His prior experience includes a year at Tailored Management and various roles outside the financial industry. Nationwide Investment Advisors primarily provides advisory services to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets through programs like ProAccount. The firm employs a scale-oriented, recordkeeper-driven approach, focusing on plan participants and sponsors with outsourced portfolio construction and automated enrollment features.

Bryan Jimmerson is a CFP® with six years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC in Columbus, OH. His prior work history includes roles at Facet Wealth, Inc., True Wealth Nation, and Dobson Pipe Organ Builders. 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. The firm utilizes independent financial experts to develop model portfolios and serves a large client base focused on retirement plans, managing approximately $16.7 billion in discretionary assets under ProAccount as of December 31, 2025.

William Vassas III is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He 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 employs independent fiduciary experts for portfolio construction and serves approximately 270,000 clients with a broad range of discretionary and non-discretionary services.

Lisa Johnson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds a Series 65 designation and has 21 years of industry experience, having worked at Nationwide Investment Services Corporation since 2005. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programmatic advisory services such as ProAccount and My Investment Planner. The firm manages approximately $16.7 billion in discretionary assets and operates a scale-oriented, recordkeeper-driven model that focuses on ERISA-covered plans and participant delivery features.

Sherri Panttaja is a CFP® and ChFC® with 16 years of industry experience. She is currently with Nationwide Investment Advisors, LLC and has previously worked at Nationwide Investment Services Corp, MML Distributors, LLC, and Massachusetts Mutual Life Insurance Company. 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 serves a large number of retail participant accounts within a family of affiliated financial companies.

Scott Howard is a financial advisor at Nationwide Investment Advisors, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including The Rawlings Company, Equitable Advisors, and AXA Advisors. Howard is also an Associated Person of ADP Strategic Plan Services LLC, providing investment advisory services to plan sponsors. Nationwide Investment Advisors, LLC offers 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 discretionary assets. The firm uses independent financial experts to develop model portfolios and serves a large client base by leveraging a scale-oriented, recordkeeper-driven model.

Alfonso Sorichetti Jr. is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. He holds the ChFC® designation and Series 66 license. Since 2015, he has been associated with 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 employs independent fiduciary experts to develop model portfolios and serves a large client base within a family of affiliated financial companies.

Elizabeth Trevino is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63, 65, and 66 credentials and 19 years of industry experience. Her work history includes roles at Fidelity Investments, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Charles Schwab, and currently Nationwide Investment Services Corporation. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner, managing over $16 billion in assets. The firm operates a scale-oriented, recordkeeper-driven model, relying on independent financial experts for portfolio construction and serving a large client base primarily composed of plan participants and sponsors.

Ninoska Metcalfe is a financial advisor at Nationwide Investment Advisors, LLC with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with Nationwide Investment Services Corporation since 2011. 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 client base through a range of discretionary and non-discretionary services.

Joshua Aust is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Nationwide Investment Advisors in 2025, he worked at FCM Financial Planning for two years and was employed at Maple Hill Golf for three years. Nationwide Investment Advisors serves retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, managing approximately $16.7 billion in discretionary assets as of the end of 2025. The firm utilizes independent financial experts for portfolio construction and focuses on a scale-oriented, recordkeeper-driven model primarily targeting plan participants and sponsors.

Victor Tawn is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Nationwide Investment Services Corporation since 2016. Nationwide Investment Advisors 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 utilizes independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts, operating alongside affiliated companies that provide custody and recordkeeping services.

Sean Mc Laughlin is a ChFC® credentialed financial advisor with 10 years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. He has been with Nationwide Investment Services Corporation since 2016 and has maintained a concurrent role at O'Charley's Restaurant 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, managing approximately $16.7 billion in ProAccount assets as of December 31, 2025. The firm serves a large client base with a scale-oriented, recordkeeper-driven model that relies on outsourced portfolio construction and automated enrollment.

Justin Slosar is a financial advisor at Nationwide Investment Advisors, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at Nationwide Investment Services Corp since 2012. Outside of his advisory role, he serves as a board member and secretary for Carroll Cares and works as an OHSAA basketball official. 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 for portfolio construction and serves approximately 270,000 clients through a large team of advisors, operating within a family of affiliated financial companies.

Shawn Drake 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 15 years of industry experience. Since 2015, he has been with Nationwide Investment Services Corporation. 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 uses independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.

Angia Mcgeorge is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Robert Half/Accountemps, Waddell & Reed Inc, and various insurance carriers associated with W & R Insurance Agencies. She also serves as a bookkeeper for Titan Landscape Management LLC, a family business. Nationwide Investment Advisors, LLC 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 and partners with independent financial experts to develop and implement model portfolios.