Joseph Cain is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 65 and Series 63 licenses and has 15 years of industry experience, all with Nationwide Investment Services Corporation since 2011. Nationwide Investment Advisors provides investment advisory services mainly to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm manages a large client base using a scale-oriented, recordkeeper-driven model and outsourced portfolio construction, with approximately $16.7 billion in ProAccount assets under discretionary management.

Rachel Bolen is a CFP® and ChFC® with three years of industry experience. She is currently an advisor at Nationwide Investment Advisors, LLC and has previously worked at Fidelity Investments and Breed's Hill Wealth Management. Outside of finance, she has experience in education and martial arts instruction. 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 over $16 billion in discretionary assets and serves a large client base through a scale-oriented, recordkeeper-driven model that emphasizes outsourced portfolio construction and automated enrollment.

Nicholas Karsatos is a CFP® professional at Corient with two years of industry experience. Prior to joining Corient, he worked at Clarus R&D and The Ohio State University. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools to align portfolios with client objectives.

Anne Dimon is a financial advisor at Stratos Wealth Partners, Ltd. based in Columbus, Ohio, with 21 years of industry experience. She has worked at Stratos Wealth Partners and LPL Financial since 2016 and was previously employed at Wells Fargo Clearing from 2014 to 2016. She holds a Series 63 designation and is also a notary. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse clientele including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as financial planning, third-party manager programs, and outsourced CIO solutions. Its advisor-driven model emphasizes independent advisory relationships with discretionary and non-discretionary portfolio management using an open-architecture platform incorporating multiple third-party managers.

Susan Wylie is a financial advisor with Stratos Wealth Partners, Ltd. in Columbus, Ohio, holding a Series 66 designation and bringing 16 years of industry experience. She previously worked at The Huntington Investment Company before joining Stratos Wealth Partners and LPL Financial in 2013. Outside of her advisory role, she serves as a notary public and teaches as part of Plan for Your Tomorrow, Inc. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through a model that emphasizes independent advisor-driven portfolio management, employing an open-architecture approach that integrates multiple third-party platforms and managers.

Bobbi Langan is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior roles include positions at AGIA, VALIC Financial Advisor, Inc., Morgan Stanley, and USAA 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 employs independent fiduciary experts for portfolio construction and manages a large client base within a family of affiliated financial companies.

James Lindeboom is a financial advisor at Nationwide Investment Advisors, LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at Nationwide Securities, LLC since 2009 and Nationwide Investment Services Corporation since 1997. He serves as a board member of the Windgate Square Condo Association in Columbus, OH. 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 approximately 270,000 retail participant accounts through a family of affiliated financial companies.

Dene Sanfillipo is a financial advisor with Principal Financial Services, holding a Series 63 designation and over 28 years of industry experience. His career includes roles at Principal Securities, Principal Life Insurance Company, and his own firms, Sanfillipo Financial and Residently Speaking. He serves on the sponsorship committee of SAMS FANS, assisting with fundraising efforts for the event A THREAD of Hope. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Claude Gregory is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience and has worked at Nationwide Investment Services Corp since 2017. Gregory is also involved outside of finance as a principal at Interior Facilities Design, LLC. 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 for portfolio construction and serves a large number of retail participant accounts within a family of affiliated financial companies.

Michael Caligiuri De Jesus is a CFP® with 12 years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd. He previously worked at Caligiuri Financial and Hamilton Capital Management Inc. In addition to his advisory role, he provides tax preparation services through Caligiuri Financial LLC during tax season. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model with an open-architecture approach, integrating multiple third-party platforms and managers to deliver customized portfolio management and financial planning solutions.

Benjamin Levy is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 65 and Series 63 licenses and has six years of industry experience. His prior work includes roles at Nationwide Investment Services Corp, h2 Insights, UPS, and Walgreens. Nationwide Investment Advisors 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 serves a large client base using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction.

Douglas Meyers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has longstanding roles with Central Ohio Financial Management Group LLC and Ameritas Life Insurance Corp. Meyers is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services, utilizing model portfolios, mutual funds, ETFs, and individual securities, while operating multiple program platforms that incorporate third-party technology and management.

Brenda De Vecchio is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and having 12 years of industry experience. Her prior roles include positions at Nationwide Investment Services Corp, Ameriprise Financial/Structure Financial Group, and Massachusetts Mutual Life Insurance Company. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and fiduciary services focused on ERISA 401(k) plans 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 and recordkeeping services.

William Kelly is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, MML Distributors, Massachusetts Mutual Life Insurance Company, and Voya Financial. Nationwide Investment Advisors, LLC primarily serves retirement plan sponsors and participants through platforms like ProAccount and My Investment Planner. The firm utilizes independent financial experts to develop model portfolios and manages approximately $16.7 billion in ProAccount assets, focusing on a scale-oriented, recordkeeper-driven approach tailored to ERISA-covered plans.

Anthony Cefalu is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds Series 65 and Series 63 registrations and has 25 years of industry experience. His work history includes roles at Nationwide Investment Services Corp, Nationwide Securities, LLC, and Nationwide Insurance. Outside of his advisory role, he is employed at Morton Barber Learning School and is the author of two books. 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 uses independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven approach.

William Poindexter is a financial advisor at Principal Financial Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Huntington Investment Company and Principal Life Insurance Co. Outside of his advisory role, he serves on the Finance Committee of the Short North Alliance and is a Certified Tourism Ambassador with Experience Columbus. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Michael Ott is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 65 and Series 63 credentials and has one year of industry experience. His prior work includes roles at Corebridge Capital Services, Inc., American General Life Insurance, and Nationwide Investment Services Corporation, as well as earlier employment connected to Saint Joseph's University and several local businesses. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance. The firm uses independent financial experts to develop model portfolios and manages approximately $16.7 billion in ProAccount assets under discretionary management as of the end of 2025.

Kevin Devine is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including over 26 years with Nationwide Investment Services. 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 as an ERISA fiduciary in certain contexts, managing a large number of retail participant accounts relative to its advisory headcount.

Jessica Neal is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Nationwide Investment Services Corp 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 manages a large retail participant base within a family of affiliated financial companies.

Mark Monahan is a financial advisor at Nationwide Investment Advisors, LLC with 26 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Nationwide Investment Services since 2003. Outside of his advisory role, he serves as a referee for USA Hockey in Columbus, Ohio. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and the Advice Program. The firm manages approximately $16.7 billion in ProAccount assets and employs a scale-oriented, recordkeeper-driven model focused on retirement plan clients.