Olutayo Shenbanjo is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Nationwide Securities, LLC and Nationwide Securities Inc since 2008. 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 serves a large number of retail participant accounts within a family of affiliated financial companies.

Pamela Guggenheim is a financial advisor at &PARTNERS with 36 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior work includes nine years at Wells Fargo Clearing and five years at Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing proprietary and third-party strategies through platforms such as Envestnet, and operates with a combination of roles as a broker-dealer, registered investment adviser, and municipal advisor.

Marshall Goff is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Nationwide Investment Services Corporation since 2008. 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 uses independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Ethan Molitor is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and bringing six years of industry experience. His prior work includes roles at Nationwide Investment Services Corp, Randstad, and Kent State University, among others. 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 discretionary assets and utilizes independent financial experts to develop model portfolios, serving a large client base through a scale-oriented, recordkeeper-driven approach.

Randall Neis is a CFP® professional with 24 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. He has previously worked at ICMA Retirement Corporation for 16 years before joining 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 retail participant base through both discretionary and non-discretionary services within a family of affiliated financial companies.

James Altier is a financial advisor at The Huntington Investment Company with 25 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior work includes an 18-year tenure at JPMorgan Distribution Services Inc. The Huntington Investment Company serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party sub-managers and proprietary offerings, delivering diversified portfolio management through various wrap-fee programs on the Envestnet MAS platform.

Judd Beam Jr. is a financial advisor at Stratos Wealth Partners, Ltd with 13 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for 11 years before joining Stratos and LPL Financial in 2023. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios with an emphasis on active monitoring and asset allocation across multiple custodians.

Clayton Benton is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses. He has 23 years of industry experience and has been with Nationwide Investment Services Corporation since 2009. 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Kristopher Davis is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Nationwide Investment Services Corp and Great American Insurance Group. He owns a rental property in Lutsen, MN, which he manages on a limited, non-investment basis. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, leveraging independent financial experts to develop model portfolios implemented under discretionary arrangements. The firm manages approximately $16.7 billion in ProAccount assets and focuses on a recordkeeper-driven, scale-oriented approach.

Matthew Ring is a CFP® with 17 years of experience in the financial services industry. He is currently with Nationwide Investment Advisors, LLC and has been affiliated with Nationwide Investment Services Corporation and Tailored Management since 2008. 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 partners with independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

David Bazzel is a ChFC® and Series 66-licensed advisor with 19 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. He has been with Nationwide Investment Services Corporation since 2009. Outside of his financial career, he is co-owner of Beach State of Mind and serves as president and board member of Westtown Church. 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 retail participant base within a family of affiliated financial companies.

Martin Burch is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Nationwide Investment Services Corp since 2012. 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 to develop model portfolios and serves a large client base within a family of affiliated financial companies.

Ronald Leclair is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Nationwide Investment Services Corporation since 2001. Nationwide Investment Advisors specializes in providing 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 client base through discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Carrie Reynolds is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH. She holds a Series 66 designation and has 25 years of industry experience, including 21 years with Fifth Third Securities. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs on the Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Lorraine Rodriguez is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 66 designations and bringing 23 years of industry experience. Her prior work history includes positions at Fidelity Investments and ICMA-RC. 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 employs a scale-oriented, recordkeeper-driven model serving over 250,000 clients with a focus on fiduciary responsibilities and outsourced portfolio construction.

Jim Montgomery is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Citizens Bank, Citizens Securities Inc., Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Resources. He also serves as a Notary Public. 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 for portfolio construction and manages a large number of participant accounts within a family of affiliated financial companies.

Felipe Mora is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Jefferson National Securities Corporation, Jefferson National Financial Corp, Jefferson National, and Equian-Trover. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions for ERISA 401(k) plans and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

John Kendall is a financial advisor at Nationwide Investment Advisors, LLC with 27 years of industry experience. He holds the Series 66 designation and has been with Nationwide Investment Advisors since 2006, following his earlier tenure at Nationwide Investment Services beginning in 2000. 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 for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Douglas Ewing is a CFP® with 22 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. He previously worked at Transamerica Capital Inc. from 2012 to 2019. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k), 403(b), and 457(b) plans. The firm partners with independent fiduciary experts to develop model portfolios and manages a large retail participant base within a family of affiliated financial companies that support custody, recordkeeping, and product services.

Thomas Erwin is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include nine years at GWFS Equities Inc. and brief periods at Nationwide Investment Services Corp. and unemployment in 2025. Nationwide Investment Advisors, LLC provides investment advisory services mainly 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 discretionary ProAccount assets and operates a scale-oriented model focused on recordkeeper-driven solutions and outsourced portfolio construction.