Candice Cataldi is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. She has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2002. 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 number of retail participant accounts within a family of affiliated financial companies.

Klark Krauter is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2003. 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.

Brian Link is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and bringing 26 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors serves a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers investment advisory, brokerage, financial planning, and retirement plan services through a combination of model portfolios, manager-driven sleeves, and both discretionary and non-discretionary programs.

Eric Sonntag is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation and Edward Jones. Outside of his advisory work, he operates Indy Monster Garage, a business based in Indianapolis. 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 partners with independent fiduciary experts to manage portfolios and provides both discretionary and non-discretionary services within a large-scale retirement-plan focus.

Jeremy White is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 designations and 21 years of industry experience. He has been with Nationwide Investment Services Corporation 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, Smart Alliance, and the Advice Program. The firm manages approximately $16.7 billion in ProAccount assets and uses a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

Kevin Loch is a financial advisor at Steward Partners Investment Advisory, LLC with eight years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Steward Partners in 2026, he worked at Morgan Stanley starting in 2014. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing a range of investment advisory, financial planning, and managed account services.

Matthew Jones is a Series 66-licensed financial advisor with 10 years of industry experience. He currently works at Key Investment Services LLC and has previously held roles at The Huntington Investment Company, JPMorgan Securities LLC, and Charles Schwab. Key Investment Services LLC serves individuals, high-net-worth clients, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, offering access to third-party discretionary managers and providing supervisory oversight within the KeyCorp group.

Mariah Wood is a financial advisor at Nationwide Investment Advisors, LLC with nine years of industry experience. She holds Series 63 and Series 65 designations and has worked with Nationwide Investment Services Corp since 2017. Outside of her advisory role, she is a self-employed artist based in Austin, TX. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance, offering discretionary and non-discretionary investment advisory services supported by independent financial experts.

Ana Morris is a Series 66-licensed financial advisor with 26 years of industry experience. She is currently with Nationwide Investment Advisors, LLC and Nationwide Investment Services Corporation. Her prior work includes roles at Crump Life Insurance Services and Allstate Insurance Company. 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 approximately $16.7 billion in ProAccount assets and serves a large client base with a scale-oriented, recordkeeper-driven model supported by outsourced portfolio construction and automated enrollment.

Flor Ortega Bolanos is a financial advisor at Nationwide Investment Advisors, LLC with 10 years of industry experience. She holds the Series 65 and Series 63 designations. Prior to joining Nationwide Investment Services Corporation, she worked at Lincoln Financial Distributors, Inc. and Lincoln Financial Advisors. Outside of her advisory work, she is the owner of La Estancia de Abuelita LLC, a non-investment-related business based in Miami. 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 over $16 billion in ProAccount assets and serves a large client base focused on retirement plans using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

Robert Hutchinson is a financial advisor with Empower Advisory Group in Columbus, OH, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Charles Schwab and Co., Inc. and TD Ameritrade before joining Empower in 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Zachary Howard is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds the Series 66 designation and has worked at Stifel and Cambridge Investment Research Advisors. Outside of his advisory work, he previously owned a personal LLC that is no longer active. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning primarily through a turnkey asset management platform and wrap-fee program, delivering investment management on a discretionary basis across various model portfolios and managed accounts.

Jordan Pinckney Jeffries is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior work includes roles at Gwfs Equities, Inc., MML Distributors, LLC, MassMutual, ADP Broker Dealer Inc., ADP LLC, and Jackson National Life Distributors, LLC. Outside of advising, he is involved as a group trainer at West Kept Secret, Inc., a Pilates gym. Nationwide Investment Advisors, LLC specializes in providing 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 ProAccount assets and operates a scale-oriented, recordkeeper-driven model that focuses exclusively on plan participants and sponsors.

Donald Regan is a Series 66-licensed financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He has 13 years of industry experience and has been with Nationwide since 2014. 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 retail participant base within a family of affiliated financial companies.

Mike Miele is a financial advisor at PNC Wealth Management in Columbus, OH, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cantor Fitzgerald and TIAA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that utilizes algorithmic risk assessment and employs approved model strategies managed by PNC or third-party strategists.

Jason Goncz is a financial advisor with Equity Services, Inc. in Columbus, OH, holding a Series 63 designation and 26 years of industry experience. His prior work includes several roles at firms such as Securities America, Arbor Point Advisors, Mass Mutual Life Insurance Company, and National Life Group. He is also involved with Dome Financial Services, Ltd. as an insurance agent. Equity Services, Inc., known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, utilizing both discretionary and non-discretionary account management.

Logan Meyer is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. He has been with Nationwide Investment Services Corporation since 2014. 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 serves as an ERISA fiduciary in certain contexts, managing a large number of retail participant accounts within a family of affiliated financial companies.

Thomas Ranney is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Commonwealth and Stoneworth Financial Group since 2009. He is also the owner of TEAK Wealth Strategies, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios, wealth management, and retirement plan consulting, while enabling advisors to construct client portfolios from a broad selection of securities and insurance products.

Jonathan Hardy is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Columbus, OH, holding Series 65 and Series 63 licenses and six years of industry experience. He has been with Fifth Third Securities since 2019 and has been associated with Fifth Third Bank since 2015. FIFTH THIRD SECURITIES, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, employing multiple investment strategies including mutual funds, ETFs, separately managed accounts, and direct indexing.

Rebekah Boone is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She previously worked at Fidelity Brokerage Services LLC and Nationwide Investment Services Company. Outside of her advisory role, Boone is a partner in Hepburn Homes LLC, where she is involved in renovating rental properties. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants through programs like ProAccount, which manages approximately $16.7 billion in discretionary assets. The firm uses independent financial experts to develop model portfolios and serves a large client base with an emphasis on a scale-oriented, recordkeeper-driven model focused on retirement plans.