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.

Aaron Armstrong is a CFP® and CFA® with 20 years of industry experience. He currently works at Corient, where he has been since 2022, following a 22-year tenure at Budros, Ruhlin & Roe. He is based in Columbus, OH. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

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.

Jonathon Williams is a financial advisor at Nationwide Investment Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Nationwide Mutual Insurance Co. since 2015. Outside of his advisory role, he is the owner of JTEP Holdings, LLC, a non-investment-related business. 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.

Joshua Palmer is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including over a decade at 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Jimmy Hammock is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Nationwide Investment Services Corp since 2017 and previously at Lubbock Central Appraisal District from 2013 to 2017. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including 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 number of retail participant accounts within a family of affiliated financial companies.

Hatem Benjamin is a financial advisor with The Huntington Investment Company in Columbus, OH. He holds Series 63 and Series 66 licenses and has 33 years of industry experience, including prior work at PNC Investments. Outside of his advisory role, he has rental income from property in Bloomfield Hills, Michigan. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities, offering advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm employs an open-architecture investment model combining third-party sub-managers with proprietary offerings from its Private Bank.

Chad Metzger is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Nationwide Investment Services Corporation since 2009. Outside of his advisory role, he serves as treasurer for both the Stonewyck Manor HOA and the Hilliard Davidson Touchdown Club. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets through programs such as ProAccount. The firm employs a scale-oriented, recordkeeper-driven model relying on independent financial experts to develop portfolios and serves over 250,000 clients with a focus on plan participants and sponsors.

Derek Philpot is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 credentials and 13 years of industry experience. He has worked at Nationwide Investment Services Corp since 2012. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and the Advice Program, managing over $16 billion in discretionary assets. The firm utilizes independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven model focused on retirement plans.

Regina Ponce is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Since 2009, she has worked with Nationwide Investment Services Corporation. 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 while operating within a family of affiliated financial companies.

Amanda Pollay is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 designations and five years of industry experience. She has worked with Nationwide Investment Services Corp since 2020 and previously worked at Wells Fargo from 2016 to 2020. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm manages approximately $16.7 billion in ProAccount assets and focuses on a scale-oriented, recordkeeper-driven model serving over 250,000 clients.

Surya Dubey is a financial advisor at The Huntington Investment Company with four years of industry experience. He holds the Series 66 designation and has worked at several Cetera affiliates before joining Huntington in 2025. Prior to his financial services career, he was affiliated with Genpact and had a decade-long involvement with Aryabhatta College (DU) and BPSKV School Deoli. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and proprietary offerings and sponsors multiple wrap-fee programs on the Envestnet MAS platform.

Paul Fuller is a financial advisor at Nationwide Investment Advisors, LLC with 28 years of industry experience. He holds Series 66 and Series 63 designations and previously worked for TIAA-CREF and Tiaa from 2006 to 2026. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, Smart Alliance, and the Advice Program, managing approximately $16.7 billion in ProAccount assets as of December 31, 2025. The firm employs a scale-oriented, recordkeeper-driven model that relies on independent financial experts for portfolio construction and focuses exclusively on retirement plan clientele.

Kayleigh Moreau is a financial advisor at Nationwide Investment Advisors, LLC with six years of industry experience. She holds the Series 66 designation and has worked at Nationwide Investment Services Corporation since 2025, GWFS Equities, Inc. since 2017, and previously with the State of Indiana from 2014 to 2017. 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.

Wade Sundermann is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with Nationwide Investment Services Corporation since 2000. 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 for portfolio construction and manages a large number of retail participant accounts within a family of affiliated financial companies.

Andrew Pierce 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, including roles at Nationwide Investment Services Corp and Voya Financial Advisors. 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 engages independent fiduciary experts for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Benjamin Kindred is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds a Series 66 designation and has 19 years of industry experience. Prior to joining Nationwide Investment Services Corp in 2017, he worked at The Huntington Investment Company from 2013 to 2017. 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 uses independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Joseph Righetti is a CFP® and ChFC® with 18 years of experience in financial services. He is currently with Nationwide Investment Advisors, LLC and has held positions at Nationwide Investment Services Corp, ICMA-RC Services, Merrill, and Bank of America. He is also the founder of Yugen Wealth Consultancy. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets as of December 31, 2025. The firm employs a scale-oriented, recordkeeper-driven model and relies on independent financial experts to develop model portfolios and investment lineups.

Jerome Mosley Jr. is a financial advisor at Nationwide Investment Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Nationwide Investment Services Corporation since 2003. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including ERISA 401(k) plans and public 403(b)/457(b) plans. The firm uses independent fiduciary experts for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Casey Daly is a financial advisor at The Huntington Investment Company with 20 years of industry experience. He holds a Series 66 credential and has been with the firm in various capacities since 2011. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models, offering a range of wrap-fee programs through the Envestnet MAS platform.