Alfonso Sorichetti Jr. is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. He holds the ChFC® designation and Series 66 license. Since 2015, he has been associated with 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 client base within a family of affiliated financial companies.

Elizabeth Trevino is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63, Series 66, and Series 65 licenses and bringing 19 years of industry experience. Her prior roles include positions at Fidelity Investments and Charles Schwab. 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 serves an extensive client base by utilizing model portfolios developed by independent financial experts and employs a scale-oriented, recordkeeper-driven approach focused on ERISA-covered plans.

Francis Ardner is a financial advisor with Eagle Strategies (NY Life) based in Worthington, OH. He holds Series 66 and Series 63 licenses and has eight years of industry experience. Prior to joining Eagle Strategies, he worked at Nylife Securities LLC and Joel Field - Field Financial Strategies. Before his advisory career, he spent eleven years at Battelle Memorial Institute. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a substantial portion of assets managed on a non-discretionary basis.

Ninoska Metcalfe is a financial advisor at Nationwide Investment Advisors, LLC with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with Nationwide Investment Services Corporation since 2011. 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 serves a large client base through a range of discretionary and non-discretionary services.

Joshua Aust is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Nationwide Investment Advisors in 2025, he worked at FCM Financial Planning for two years and was employed at Maple Hill Golf for three years. Nationwide Investment Advisors serves retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, managing approximately $16.7 billion in discretionary assets as of the end of 2025. The firm utilizes independent financial experts for portfolio construction and focuses on a scale-oriented, recordkeeper-driven model primarily targeting plan participants and sponsors.

Roseanne Pack is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding a Series 66 designation and bringing 19 years of industry experience. She has been with Fifth Third Securities since 2006. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs that combine third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and a tax-overlay service.

Victor Tawn is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Nationwide Investment Services Corporation since 2016. 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 number of retail participant accounts, operating alongside affiliated companies that provide custody and recordkeeping services.

Tracey Danison is a CFP® professional with 11 years of industry experience. She has been with Wealth Enhancement Advisory Services, LLC and its affiliate Wealth Enhancement Group since 2025, following a 27-year tenure at Danison & Associates Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active managers, quantitative and fundamental research, and various specialized financial services.

Sean Mc Laughlin is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds the ChFC® designation and Securities Series 65 and 63 licenses, and has 10 years of industry experience. His background includes a decade at Nationwide Investment Services Corporation and ongoing work at O'Charley's Restaurant. 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 operates a scale-oriented, recordkeeper-driven model that serves a large number of clients per adviser.

Justin Slosar is a financial advisor at Nationwide Investment Advisors, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at Nationwide Investment Services Corp since 2012. Outside of his advisory role, he serves as a board member and secretary for Carroll Cares and works as an OHSAA basketball official. 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 approximately 270,000 clients through a large team of advisors, operating within a family of affiliated financial companies.

Alan Dennis is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior work includes roles at U.S. Bank and various PNC entities dating back to 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary account that uses algorithm-driven risk assessments and invests through approved model strategies with mutual funds and ETFs.

Shawn Drake is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds the ChFC® designation, along with Series 63 and Series 65 licenses, and has 15 years of industry experience. Since 2015, he has been with Nationwide Investment Services Corporation. 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 number of retail participant accounts within a family of affiliated financial companies.

Angia Mcgeorge is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Robert Half/Accountemps, Waddell & Reed Inc, and various insurance carriers associated with W & R Insurance Agencies. She also serves as a bookkeeper for Titan Landscape Management LLC, a family business. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, which manages approximately $16.7 billion in discretionary assets. The firm employs a scale-oriented, recordkeeper-driven model and partners with independent financial experts to develop and implement model portfolios.

Bryan Yasho is a financial advisor at Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses. He has been with Fifth Third Securities since 2026 and previously worked at Fifth Third Bank and several other firms starting in 2016. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types, including the Passageway Managed Account Program, which features options such as mutual-fund and ETF models, SMA strategies, and direct indexing.

Kurt Colopy is a financial advisor with PNC Wealth Management, holding a Series 66 designation and three years of industry experience. Prior to joining PNC, he worked at Bank of America and Merrill. Outside of finance, he has experience in the hospitality industry, having worked at Gallows Tap Room. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account designed for employees with PNC Bank online‑banking credentials. The firm uses algorithmic risk assessment and delegates investment execution and proxy voting to third parties.

Joseph Moyer is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2016. In addition to his advisory work, he serves as an insurance agent, soliciting and servicing life insurance and annuity products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and offers access to multiple management platforms and third-party solutions.

Angela Buchanan is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. She holds Series 63 and Series 65 licenses and has 30 years of industry experience. Her career includes longstanding roles at Nationwide Investment Services Corporation and Fulton County Government, as well as involvement with Khakis. 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.

Kristin Reilly is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Nationwide Investment Services Corporation since 2011. 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 employs independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services within a large retirement-plan-focused platform.

Nathan Shevelow is a financial advisor at Nationwide Investment Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at The Huntington Investment Company and The Huntington National Bank. He also spent four years at The Ohio State University. 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.

Karen Socola is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 65 and Series 63 licenses and has 11 years of industry experience, including 12 years with Nationwide Investment Services Corporation. In addition to her advisory role, she owns a rental property business in Clifton Park, NY. 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 serves over 250,000 clients using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and focuses exclusively on plan participants and sponsors.