Abigail Bowman is a financial advisor at Nationwide Investment Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Nationwide Investment Services Corp in 2018, she held roles at Checks and Balances and Simply Rolled Ice Cream, and has experience in nonprofit and educational settings. She also participates as a charity runner with Students Run Chicago. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance, managing approximately $16.7 billion in ProAccount assets. The firm employs a scale-oriented, recordkeeper-driven model relying on independent financial experts to develop investment lineups and focuses on serving plan participants rather than high-net-worth or corporate clients.

Todd Emoff is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been associated with both Commonwealth Financial Network and Freedom Asset Management since 2005. Outside of his advisory work, he rents a seat on the Chicago Mercantile Exchange. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Amy Riggs is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked with Nationwide Investment Services Corporation since 2010. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily for retirement plan sponsors and participants, including ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Brian Quinlin is a financial advisor with Nationwide Investment Advisors, LLC based in Columbus, OH. He holds the Chartered Financial Consultant (ChFC®) designation and securities licenses Series 65 and Series 63, with 11 years of industry experience. His career includes nearly a decade at Nationwide Investment Services Corporation and roles at Thrivent Investment Management Inc. and Thrivent Financial. 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 discretionary assets with a scale-oriented, recordkeeper-driven model, serving a large number of clients per advisor and relying on independent financial experts for portfolio construction.

Anousone Gravitt is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has previously worked at Nationwide Investment Services Corporation and Massachusetts Life Insurance Company. 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 uses a scale-oriented, recordkeeper-driven model with outsourced portfolio construction, managing approximately $16.7 billion in ProAccount assets under discretionary management as of December 31, 2025.

Kiarra Marshall is a financial advisor at Janney Montgomery Scott with one year of industry experience. She holds the Series 66 designation and has worked at firms including PNC and NS Charney and Associates. Janney Montgomery Scott is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporations, retirement plans, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Benjamin Kautz is a CFP® professional with 15 years of experience in financial advising, currently with Mercer Global Advisors Inc. He has held various roles at Mercer since 2015. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

Dorian Larue is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2008. Outside of finance, Larue is the owner and programmer of LARUXSOFT, a developer and distributor of mobile platform games for iOS and Android. 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.

Kristopher Morton is a financial advisor at Nationwide Investment Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Nationwide Investment Services Corp since 2013. 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 manages a large number of retail participant accounts within a family of affiliated financial companies.

Jeffrey Mccloskey is a financial advisor at Principal Financial Services with 23 years of industry experience. He holds the CFP® designation and Series 63 license. Mccloskey is also the managing member of Insurance First Capital LLC, which sells various types of insurance, including health, home, auto, and liability coverage. Principal Securities offers brokerage and registered investment advisory services to a diverse client base ranging from individual investors to corporations and active-duty military personnel. The firm emphasizes financial planning, retirement consulting, and access to third-party money manager programs, with investment implementation typically handled on a discretionary basis by those managers.

Adam Perkiomaki is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, relying on independent experts to develop investment models and managing approximately $16.7 billion in ProAccount assets under discretionary management as of December 31, 2025. The firm focuses on a large client base with a scale-oriented, recordkeeper-driven model and a narrow client segment centered on retirement plans.

Lessie Evans is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. Her prior roles include positions at Nationwide Investment Services Corp and LPL Financial, with earlier experience at Trustmark Securities and Trustmark National Bank. 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 employs a scale-oriented, recordkeeper-driven model supported by independent financial experts to manage approximately $16.7 billion in ProAccount assets and serves a large client base focused exclusively on retirement plans.

Brian Fitzpatrick is a financial advisor at Nationwide Investment Advisors, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked with Nationwide Investment Services Corporation since 2011. Outside of his advisory role, Fitzpatrick officiates basketball, baseball, and softball games, and operates a small vegetable stand selling surplus garden produce. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets. The firm employs a scalable, recordkeeper-driven model relying on independent financial experts to develop portfolios and serves a large client base focused on retirement plans.

David De Sciscio is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has previously worked at The Huntington Investment Company and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs including the Portfolio Solutions Strategist Digital Offering, an invitation-only discretionary model account for PNC Bank employees that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Riley Rindo is a financial advisor at MAI Capital Management, LLC in Columbus, Ohio, holding the CFP® designation and Series 65 and 63 licenses. He has 15 years of industry experience, including roles at MAI Capital Management since 2012 and Foreside Fund Services since 2016. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and offers customized portfolio strategies through both in-house and third-party managers, integrating financial planning and tax services into client relationships.

Stanley Williams is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Gwfs Equities, Inc., The Prudential Insurance Company of America, Prudential Investment Management Services LLC, and TIAA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and annual rebalancing within a framework tied to Empower’s recordkeeping and administrative platforms.

Eric Coombs is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience and has worked extensively within the Nationwide family of companies since 1996, including roles at Nationwide Investment Services Corporation and Nationwide Securities, LLC. 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 employs independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services, focusing on retirement-plan business within a large enterprise structure.

Katharine Brent is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 credentials and 11 years of industry experience. She has worked at Nationwide Investment Services Corp for a total of 12 years, with a one-year tenure at Tifin in between. 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 and utilizes independent financial experts to develop model portfolios, serving a large client base focused on retirement plans.

William Ahrens is a financial advisor at Nationwide Investment Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Nationwide Investment Services Corporation, Voya Financial Partners, and Transamerica Capital. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and advice for ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and operates within a family of affiliated financial companies that provide custody, recordkeeping, and product services.

Eric Alarcon Fierro is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Transamerica Life Insurance Company, Merrill Lynch, and Bank of America. 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 $16.7 billion in discretionary assets under ProAccount and employs a scale-oriented model serving a large client base mainly composed of plan participants and sponsors.