Matthew Mc Gervey is a CFP® with eight years of industry experience and is currently an advisor at Mariner Wealth Advisors. His prior roles include founding McGervey Wealth Management and positions at Paragon Advisors, Inc. and John Carroll University. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm integrates discretionary portfolio management with in-house research and third-party strategies, and offers notable tax, accounting, and family office services alongside employer financial wellness tools.

Joshua Byrd is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and having five years of industry experience. His prior work includes roles at GWFS Equities, Inc., NYLIFE Securities LLC, and New York Life Insurance Company. 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 employs a scale-oriented, recordkeeper-driven model that serves a large client base via outsourced portfolio construction and automated enrollment.

Frank Mccafferty is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and with Nationwide Investment Services Corporation since 2001. 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 serves over 250,000 clients with a focus on scalable, recordkeeper-driven solutions and outsourced portfolio management.

Jennifer Morrow is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. She has been with Fifth Third Securities since 2002 and has worked at Fifth Third Bank since 1996. She holds the Series 63 and Series 66 designations. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Tiaira Mc Cloud is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She has worked with Nationwide Investment Services Corp since 2020 and Nationwide Financial since 2019. Prior to that, her experience includes roles in sales and retail across various companies. 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 discretionary assets for ProAccount and serves a large client base through a scale-oriented, recordkeeper-driven model using outsourced portfolio construction and automated enrollment.

William Greear is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior work includes positions at CME Financial Services, LLC, LPL Financial, LLC, and Parallel Equity Advisors Ltd. He has served as a secretary/treasurer and board member for Kendonly Properties, Ltd. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to managed account solutions. The firm operates under a fiduciary model, employing a variety of investment strategies and technology platforms while utilizing both internal and third-party managers.

Scott Kidwell is a CFP® professional with 13 years of industry experience, currently serving at Corient. His prior work includes an 18-year tenure at Budros, Ruhlin & Roe. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that incorporates both proprietary and third-party strategies, employing risk management tools and offering specialized services through its affiliates.

Michael Patzer is a Series 66-licensed financial advisor with 23 years of industry experience, currently practicing at Fifth Third Securities, Inc. in Columbus, Ohio, where he has worked since 2014. Outside of his advisory role, he conducts residential home inspections through GC Eagle Home Inspections. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to a large bank, providing multiple managed-account options and features such as direct indexing and tax-overlay services.

David Cervantes is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Ameriprise, Morgan Stanley Private Bank, Morgan Stanley Wealth Management, and Thrivent Financial. He also served in the US Marine Corps and worked at Pinnacle Bank. 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 serves a large retail participant base within a family of affiliated financial companies that provide custody, recordkeeping, and product services.

Karis Cox is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. She holds Series 63 and Series 66 licenses and has 32 years of industry experience. Her prior work includes roles at Nationwide Investment Services Corp and NRECA, as well as a brief position at Shamrock Communications, Inc. 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 employs independent fiduciary experts to develop model portfolios and manages a large number of participant accounts within a family of affiliated financial companies.

Juliana Damopoulos is a financial advisor with Eagle Strategies (NY Life) based in Columbus, OH, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. She has worked at Cardinal Financial Advisers, LLC since 2018 and has been affiliated with Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Co. since 2009. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within the integrated New York Life affiliate structure.

William Angus is a financial advisor at Nationwide Investment Advisors, LLC with 20 years of industry experience. He has held a position with Nationwide Investment Services Corporation since 2016. Angus holds the Series 63 and Series 65 credentials. 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 under discretionary management and serves over 250,000 clients with a scale-oriented, recordkeeper-driven model.

Julius Mccormick is a financial advisor at Nationwide Investment Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked primarily with Nationwide Investment Services Corporation. Outside of his advisory role, he owns Juice Golf LLC, a business based in Atlanta, GA. Nationwide Investment Advisors provides investment advice and managed-account solutions mainly for retirement plan sponsors and participants, focusing on ERISA 401(k) and public 403(b)/457(b) plans. The firm employs independent fiduciary experts to manage model portfolios and serves a large retail participant base through its network of affiliated financial companies.

Loren Mormino is a financial advisor at Nationwide Investment Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work experience includes roles at Nationwide Investment Services Corporation, USAA, Lowe's Home Improvement, and College Lakes Elementary School. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and plan participants through programs such as ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm manages approximately $16.7 billion in discretionary ProAccount assets and serves a large client base through a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

Tyler Scott is a CFP® and ChFC® with five years of industry experience, currently serving as a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH. He has worked at Nationwide and its affiliated entities since 2021 and previously held roles at Tailored Management and other companies. Nationwide Investment Advisors, LLC primarily provides investment advisory services to retirement plan sponsors and participants, managing significant discretionary assets through its ProAccount program. The firm utilizes independent financial experts to develop model portfolios and focuses on a high client-to-advisor ratio within a recordkeeper-driven, scale-oriented approach.

Bryan Jimmerson is a CFP® with six years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC in Columbus, OH. His prior work history includes roles at Facet Wealth, Inc., True Wealth Nation, and Dobson Pipe Organ Builders. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance. The firm utilizes independent financial experts to develop model portfolios and serves a large client base focused on retirement plans, managing approximately $16.7 billion in discretionary assets under ProAccount as of December 31, 2025.

William Vassas III is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Nationwide Investment Services Corporation since 2007. 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 serves approximately 270,000 clients with a broad range of discretionary and non-discretionary services.

Lisa Johnson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds a Series 65 designation and has 21 years of industry experience, having worked at Nationwide Investment Services Corporation since 2005. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programmatic advisory services such as ProAccount and My Investment Planner. The firm manages approximately $16.7 billion in discretionary assets and operates a scale-oriented, recordkeeper-driven model that focuses on ERISA-covered plans and participant delivery features.

Sherri Panttaja is a CFP® and ChFC® with 16 years of industry experience. She is currently with Nationwide Investment Advisors, LLC and has previously worked at Nationwide Investment Services Corp, MML Distributors, LLC, and Massachusetts Mutual Life Insurance Company. 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 serves a large number of retail participant accounts within a family of affiliated financial companies.

Scott Howard is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, ADP LLC, The Rawlings Company, Equitable Advisors, and Western Southern Life. He also serves as an Associated Person of ADP Strategic Plan Services LLC, providing investment advisory services to plan sponsors. Nationwide Investment Advisors, LLC offers 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 utilizes independent financial experts to develop model portfolios, serving a large client base with a scale-oriented, recordkeeper-driven approach.