Joshua Byrd is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His prior roles include positions at GWFS Equities, Inc., NYLIFE Securities LLC, and New York Life Insurance Company. 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 utilizes independent fiduciary experts to develop model portfolios and manages a large retail participant base within a family of affiliated financial companies.

Frank Mccafferty is a financial advisor at Nationwide Investment Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Nationwide Investment Advisors since 2006, following a prior role at Nationwide Investment Services Corporation starting in 2001. 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 across its programs, operating within a family of affiliated financial companies that provide custodial and recordkeeping services.

Jennifer Morrow is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. She has been with Fifth Third Securities since 2002 and has worked at Fifth Third Bank since 1996. She holds the Series 63 and Series 66 designations. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Tiaira Mc Cloud is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She has worked with Nationwide Investment Services Corp since 2020 and Nationwide Financial since 2019. Prior to that, her experience includes roles in sales and retail across various companies. 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 discretionary assets for ProAccount and serves a large client base through a scale-oriented, recordkeeper-driven model using outsourced portfolio construction and automated enrollment.

Matthew Hosken is a financial advisor with Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has seven years of industry experience. His work history includes roles at Fifth Third Securities, Fifth Third Bank, and JPMorgan, and he also has a longstanding position as a sales representative with Cutco Corporation. Outside the securities industry, he is involved in artisan work creating custom chainmaille pieces. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs on its Passageway Managed Account platform, which includes strategies such as mutual fund and ETF models, SMA strategies, tax overlays, and direct indexing options.

William Greear is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes roles at CME Financial Services, LPL Financial, Parallel Equity Advisors, and Fortune Financial Services. Outside of advisory work, he serves as secretary/treasurer on the board of Kendonly Properties, Ltd. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Scott Kidwell is a CFP® professional with 13 years of industry experience, currently serving at Corient. His prior work includes an 18-year tenure at Budros, Ruhlin & Roe. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that incorporates both proprietary and third-party strategies, employing risk management tools and offering specialized services through its affiliates.

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.

Juliana Damopoulos is a financial advisor with Eagle Strategies (NY Life) based in Columbus, OH, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. She has worked at Cardinal Financial Advisers, LLC since 2018 and has been affiliated with Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Co. since 2009. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within the integrated New York Life affiliate structure.

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.

Howard O'Malley IV is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and possessing 24 years of industry experience. He has been with The Huntington Investment Company since 2009 and worked at Ameriprise Financial Services, LLC for one year starting in 2026. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm utilizes an open-architecture model that incorporates third-party sub-managers and proprietary Private Bank models, offering a range of wrap-fee programs on the Envestnet MAS platform.

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. His work history includes roles at Nationwide Investment Services and Tailored Management. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner (MIP), Smart Alliance, and the Advice Program. The firm manages approximately $16.7 billion in ProAccount assets and uses independent financial experts to develop model portfolios, focusing on a large client base with a scale-oriented, recordkeeper-driven approach.

Jeffrey Szak is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Ameriprise, Talon Private Wealth, Retirement Wealth Advisors, Talon Wealth Management, and Great West Financial Services Equities. Outside of his advisory work, he has been involved in real estate ownership unrelated to investments. Nationwide Investment Advisors, LLC provides investment advisory services mainly 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 model supported by independent financial experts to develop model portfolios and serves a large client base focused on ERISA-covered plans.

Bryan Jimmerson is a CFP® with five years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. His prior roles include positions at Nationwide Investment Services Corp., Facet Wealth, Inc., and True Wealth Nation. Before entering the financial advisory field, he worked for Dobson Pipe Organ Builders for two years. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing over $16 billion in discretionary assets through programs like ProAccount. The firm utilizes independent experts for portfolio construction and focuses on a large client base served via a scale-oriented, recordkeeper-driven model.

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 at Nationwide Investment Advisors, LLC with 20 years of industry experience. She holds a Series 65 designation and has been with Nationwide Investment Services Corporation since 2005. 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 retail participant base through both discretionary and non-discretionary services.

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.