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.

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.

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.

Dane Robinson is a financial advisor at The Huntington Investment Company with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise Financial Services, LLC and PNC Investments prior to his current role. The Huntington Investment Company, also known as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. It offers multiple wrap-fee programs through the Envestnet MAS platform, using an open-architecture model that incorporates third-party and affiliate investment strategies alongside proprietary Private Bank models.

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 at Nationwide Investment Advisors, LLC with 19 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at Fidelity Investments and related Fidelity entities for over a decade before joining Nationwide Investment Services Corporation. 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 serves a large client base through a recordkeeper-driven model that emphasizes outsourced portfolio construction and automated enrollment.

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 in Columbus, OH. He holds Series 63 and Series 65 designations and has experience at Nationwide Investment Services Corporation, FCM Financial Planning, Maple Hill Golf, and Hudsonville High School. 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 manages a large number of retail participant accounts within a family of affiliated financial companies.

Roseanne Pack is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding a Series 66 designation and bringing 19 years of industry experience. She has been with Fifth Third Securities since 2006. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs that combine third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and a tax-overlay service.

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.

Kevin Jones is a CFP® with 13 years of industry experience currently with Nationwide Investment Advisors, LLC. He has worked at Edward Jones and serves in the US Army Reserve. 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 manages a large number of retail participant accounts within a family of affiliated financial companies.

Tracey Danison is a CFP® professional with 11 years of industry experience. She has been with Wealth Enhancement Advisory Services, LLC and its affiliate Wealth Enhancement Group since 2025, following a 27-year tenure at Danison & Associates Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active managers, quantitative and fundamental research, and various specialized financial services.