Hannah Burt is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. Her prior roles include positions at Nationwide Investment Services Corporation, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Citibank. 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 manages approximately $16.7 billion in discretionary assets and employs a scale-oriented, recordkeeper-driven model focused on plan participants rather than high-net-worth individuals or corporate clients.

Jason Dixon is a Series 66-licensed financial advisor with 27 years of industry experience. He is currently with Nationwide Investment Advisors, LLC and has previously worked at firms including KeyBank, TD Ameritrade, and Scottrade. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, utilizing a model that relies on independent financial experts for portfolio construction and automated enrollment. The firm manages a substantial client base through programs such as ProAccount, focusing on a scale-driven, recordkeeper-based approach.

Jeffrey Waldeck is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Charles Schwab since 1997 and Nationwide Investment Services Corp since 2019. 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 provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Weltha Smith is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 licenses and 11 years of industry experience. She has been affiliated with Nationwide Investment Services Corp since 1997. Outside of financial services, she owns a nail spa business in Helena, AL. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets under discretionary management. The firm serves a large client base through a scale-oriented, recordkeeper-driven model that relies on outsourced portfolio construction and automated enrollment.

Ross Hoewischer is a CFP® professional with 19 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2006. He has also been with Fifth Third Bank since 2005. 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 other institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique municipal-advisor registration.

Nolan Gladieux is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He is currently with Corient in Columbus, OH, where he has worked since 2022. Prior to joining Corient, he spent seven years at Budros, Ruhlin & Roe. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Venus Rosario is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 63 and Series 65 credentials and has eight years of industry experience. Prior to her current role, she worked at Nationwide Investment Services Corp and Nationwide Retirement Solutions. 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.

Steven Jesenko is a financial advisor at Nationwide Investment Advisors, LLC with 26 years of industry experience. He holds the ChFC® designation and Series 65 license, and has worked at Nationwide Investment Services Corporation since 2010. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner. The firm manages approximately $16.7 billion in ProAccount assets and serves a large client base with a scale-oriented, recordkeeper-driven model that relies on outsourced portfolio construction and automated enrollment.

Raul Vargas is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His work history includes roles at Nationwide Investment Services Corp., Human Interest, Gallagher Benefit Services, Newport Group, Inc., and Massachusetts Mutual Life Insurance Company. Nationwide Investment Advisors primarily provides investment advisory services to retirement plan sponsors and participants, using model portfolios developed by independent experts and serving a large client base through a scale-oriented, recordkeeper-driven approach.

Drew Brenner is a Series 65-licensed financial advisor with Nationwide Investment Advisors, LLC in Columbus, Ohio, bringing 11 years of industry experience. He previously worked at Nationwide Investment Services Corporation and Nationwide Funds Distributors LLC. Brenner serves in the U.S. Air Force Reserves and owns Covrett Arms, a small arms instruction business in Delaware, Ohio. 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 a family of affiliated financial companies.

Jeffrey Lawler is a ChFC® and Series 66 credentialed financial advisor with 25 years of industry experience. He is currently with The Huntington Investment Company and previously worked at Ameriprise, The Leaders Group, Millennium Brokerage, and Nationwide Investment Services Corporation. Lawler serves on the advisory boards of Franklin University’s Leadership Center and Sales Center, contributing to non-profit initiatives focused on education and leadership development. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals—including high-net-worth clients—charitable organizations, and businesses. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party managers and proprietary Private Bank strategies.

Philip Johnson is a financial advisor at Independent Financial Group, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities for ten years and Aegis Capital Corp for one year. He is also the owner of PRJ Wealth Management, LLC, an entity established for tax purposes. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets under management.

Andrew Frederick is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Nationwide Investment Services Corporation since 2016. 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 to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.

Gayge Carroll is a financial advisor at The Huntington Investment Company with three years of industry experience. She holds a Series 66 credential and has previously worked at AGIA, Valic Financial Advisors, and PNC Bank. Outside of her advisory work, Carroll owns Moss & Marble Candles L.L.C., an e-commerce and local flea market business that produces and sells various candle products. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, and corporations with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party and proprietary investment strategies.

Thomas Nawrocki is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 66 and Series 63 designations and bringing 28 years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, GWFS Equities, Inc., MML Distributors, LLC, and MassMutual Life Insurance Company. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary ProAccount assets. The firm serves a large client base through a scale-oriented, recordkeeper-driven model, relying on independent experts for portfolio construction and automated enrollment features.

Rance Edwards is a CFP® with 10 years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. His prior experience includes roles at J.P. Morgan Securities, Morgan Stanley, USAA Financial Advisors, and Ameriprise Financial Services. 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 utilizes independent fiduciary experts to develop model portfolios and operates within a family of affiliated financial companies that provide custody, recordkeeping, and product services.

Kimberly Popoff is a Series 66-licensed financial advisor with 12 years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC since 2026. Her work history includes roles at Nationwide Investment Services Corporation, Voya Financial, OneAmerica Securities, American United Life, and Wells Fargo Advisors. 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 employs a scaled, recordkeeper-driven model serving over 250,000 clients with roughly 398 advisors, focusing on plan participants and sponsors using outsourced portfolio construction and automated enrollment.

Michael Domino is a financial advisor with Lincoln Investment in Columbus, OH, holding a Series 63 designation and bringing 24 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent six years with Legend Equities Corporation. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and various model portfolio options, managing about $22.9 billion in advisory assets through both discretionary and non-discretionary programs.

Daniel Fowler is a financial advisor at Nationwide Investment Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including USI Securities, GWFS Equities, and MassMutual. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, using programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm manages approximately $16.7 billion in ProAccount assets and operates a scale-oriented model focused on recordkeeper-driven solutions and outsourced portfolio construction.

Gareth Ward is a financial advisor at Nationwide Investment Advisors, LLC with 13 years of industry experience. He holds the Series 65 and Series 63 designations and has been with Nationwide Investment Services Corp since 2013. 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 uses independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven model focused on retirement plans.