Robert Grossman is a financial advisor at Nationwide Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TIAA-CREF, MassMutual Life Insurance Company, and Park Avenue Securities. Grossman is based in Columbus, OH. 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 retail participant accounts within a family of affiliated financial companies.

Joseph Broderick is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Nationwide Investment Services Corp, Invesco Distributors, Inc., and Oppenheimerfunds Distributor, Inc. 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.

Jessicia Erfurt is a financial advisor at Nationwide Investment Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Matthews Buses and Maximus before joining Nationwide Investment Services Inc. in 2019. 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 serves a large number of retail participant accounts within a family of affiliated financial companies.

Andrew Adams is a CFP® and ChFC® with six years of industry experience. He is currently with Nationwide Investment Advisors, LLC and has prior experience at MassMutual Life Insurance Co, Mass Mutual Investors Services, and SA Stone Wealth Management. 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 assets and serves over 250,000 clients using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction.

Eric Johnson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds the Series 66 designation and has 20 years of industry experience. Prior to joining Nationwide Investment Services in 2016, he held other roles in the financial sector. Outside of his advisory work, Eric is a musician with One Eyed Mama and serves as a festival manager for the Hilltop Arts Collective. Nationwide Investment Advisors, LLC primarily provides investment advisory services to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary ProAccount assets. The firm focuses on large-scale, recordkeeper-driven solutions with a model that supports over 250,000 clients through roughly 398 advisers.

Elizabeth Folland is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses. She has 32 years of industry experience, including prior roles at J.P. Morgan Securities, LLC, and various JPMorgan entities. Nationwide Investment Advisors, LLC primarily serves retirement plan sponsors and participants through programs like ProAccount and My Investment Planner, managing approximately $16.7 billion in ProAccount assets as of December 31, 2025. The firm employs a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment, focusing solely on plan participants and sponsors.

Erica Lemmon is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds the ChFC® designation and Series 63 and 65 licenses, and has 10 years of industry experience. Since 2014, she has been 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) 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.

Aylin Jewell is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has been with Nationwide Investment Services Corporation since 2015. 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Donald Eschbach is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2026 and at ICMA Retirement Corporation since 2012. Outside of his advisory role, he is involved with Mastodon LLC, a real estate acquisition management business. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, utilizing model portfolios developed by independent experts and managing approximately $16.7 billion in discretionary ProAccount assets. The firm serves a large client base with a scale-oriented, recordkeeper-driven approach focused on automated enrollment and plan participant needs.

Gene Harshaw is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and bringing 27 years of industry experience. He has worked in various roles at Nationwide-affiliated entities since 1998. Harshaw serves as a board member of the Franklin County Board of Developmental Disabilities in Columbus, Ohio. 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 serves a large client base with a scale-oriented, recordkeeper-driven model and uses independent experts to develop model portfolios and investment lineups.

Keith Schuss is a financial advisor with Stratos Wealth Partners, Ltd in Columbus, OH, holding a Series 63 designation and over 33 years of industry experience. He has been with Stratos Wealth Partners since 2010 and has also been associated with LPL Financial since 2009. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Shannon McCarthy is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 65 designation with 15 years of industry experience. She has been with Nationwide Investment Services Corporation since 2011. 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 serves a large client base with a scale-oriented, recordkeeper-driven model and relies on independent financial experts for portfolio construction.

Roy Izzo is a financial advisor with Lincoln Investment in Columbus, OH, holding 43 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked at Legend Equities Corporation for seven years. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and tactical approaches overseen by an Investment Management & Research team.

Vanessa Gonzalez is a financial advisor at Nationwide Investment Advisors, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Nationwide since 2014. The firm 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. Nationwide relies on independent fiduciary experts to develop model portfolios and serves a large retail participant base through a variety of discretionary and non-discretionary services.

Edward Zimmer is a CFP® professional with 37 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2001. He holds Series 63 and Series 65 licenses and is based in Columbus, OH. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Todd Gutermuth is a financial advisor at Nationwide Investment Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has been with Nationwide Investment Advisors since 2017, also working with Nationwide Investment Services Inc. and Jefferson National Securities 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 serves a large retail participant base within a family of affiliated financial companies that support custody and recordkeeping functions.

Madeline Hobbs is a CFP® professional with four years of industry experience, currently serving at Corient in Columbus, OH. Her prior work includes positions at Budros, Ruhlin & Roe and Richwood Bank. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Tyler Schlater is a CFP® with 16 years of industry experience, currently serving as an advisor at Kestra Advisory. His prior work includes roles at Pacer Financial, Inc., JP Morgan Commercial Bank, and various JPMorgan investment management entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Douglas Ramsey is a CFP® with 26 years of industry experience. He is currently with Mariner Wealth Advisors and MSEC, LLC, having previously worked at Hyre Personal Wealth Advisors and Raymond James Financial Services Advisors, Inc. Outside of his advisory roles, Ramsey is the owner of D. Ramsey Investments, LLC, a non-investment-related business. Mariner serves a broad range of clients including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and third-party managers, with a notable emphasis on tax and accounting integration alongside traditional portfolio management.

William Cymbala is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Valic Financial Advisors, and Pruco Securities, LLC. Outside of his advisory work, he has experience as a landlord managing rental properties. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice for ERISA 401(k) plans 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 broader family of affiliated financial companies.