Allen Spain is a CFP® with 24 years of industry experience, currently advising at Nationwide Investment Advisors, LLC. His prior roles include positions at AllianceBernstein Investments, Jackson National Life Distributors, and Legg Mason. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k), public 403(b), and 457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and serves as an ERISA fiduciary, managing a large number of participant accounts within a family of affiliated financial companies.

Andrew Chattos is a financial advisor with PNC Wealth Management in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior experience includes roles at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation that uses algorithm-driven risk assessments and approved model strategies implemented with mutual funds and ETFs.

Scott Murray is a CFA® charterholder with three years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. He has been with Nationwide Financial since 2014 and also serves as an adjunct professor at Franklin University. Additionally, he teaches at Kentucky State University and is the chair of the board of directors for New Albany Montessori School. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, which had approximately $16.7 billion in assets under discretionary management as of December 31, 2025. The firm employs independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven model.

Douglas Rhyu is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Nationwide Investment Advisors and Nationwide Investment Services Corporation since 2006. 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 for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Mouna Bouhajra is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Northwestern Mutual Investment Services LLC and Nationwide Life Insurance. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Jacob Richter is a financial advisor at Nationwide Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Nationwide Investment Services Corporation, Jackson National Life Distributors LLC, Jefferson National Securities Corporation, Bluegrass Capital Advisors, and MoneyLife Partners, Inc. He is based in Columbus, Ohio. Nationwide Investment Advisors, LLC specializes in providing investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets. The firm employs a scale-oriented, recordkeeper-driven model focused on ERISA-covered plans and relies on independent financial experts for portfolio development.

Gary Haddle is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Nationwide Investment Services Corp since 2018. Outside of his advisory role, he serves as a ropes course leader at the Joy Outdoor Education Center. 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 focuses on a scale-oriented, recordkeeper-driven model serving over 250,000 clients.

Jana Castanon is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and nine years of industry experience. Her prior roles include positions at Principal Securities Inc., Principal Life Insurance Company, Prudential, and Ameriprise Financial Services Inc. 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 development and serves a large retail participant base within a family of affiliated financial companies.

Loan Nguyen is a financial advisor at Nationwide Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Prudential Annuities Distributors, Inc. Outside of his advisory role, Nguyen owns Nail Image, a business based in Philadelphia. 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 for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Jose Garza Jr. is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 23 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 for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Ethan Rivera is a financial advisor at Nationwide Investment Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Nationwide Investment Services Corporation, Raymond James & Associates, Fidelity Investments, and Thrivent Financial. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions for ERISA 401(k) 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 enterprise structure.

Derek Welch is a ChFC® and Series 66–licensed advisor with 19 years of industry experience. He is currently affiliated with Kestra Advisory Services LLC and Kestra Investment Services, LLC, having previously worked at Nationwide Investment Services Corporation for 16 years. Welch serves as Vice President and General Counsel at Kestra Advisory Services and holds a similar role at COMP Consulting Companies, LLC, providing consultation on business and individual planning. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, providing services including fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional clients, including sovereign wealth funds.

Chandon Simonis is a financial advisor with Stratos Wealth Partners, Ltd. in Columbus, OH, holding Series 63 and Series 65 designations and has 10 years of industry experience, all with Stratos since 2016. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm with approximately $18.6 billion in assets under management, 366 advisors, and over 24,000 clients. The firm offers a variety of portfolio management services, financial planning, and retirement plan consulting using an open-architecture approach that integrates multiple external platforms and strategies.

Rita Hellmann is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 63 and Series 65 designations and has 12 years of industry experience. Prior to her current role, she was associated with Nationwide Investment Services Corporation and was involved with 1st United Methodist Church for six years. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and plan 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 within a family of affiliated financial companies.

Daniel Black is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 65 and Series 63 licenses and has five years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, MassMutual Northwest, and various academic and legislative organizations. 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 discretionary ProAccount assets and serves a large client base using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

Rachel Roher is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to her current role, she worked at Ascensus, Merit Wealth Management, and Hamilton Capital. Outside of finance, she is a clinical counseling intern at Rooted & Restored Counseling. Nationwide Investment Advisors 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 serves a large client base through a scale-oriented, recordkeeper-driven model with outsourced portfolio construction.

Jennifer Page is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 66, Series 63, and Series 65 licenses and has 19 years of industry experience. Her prior work includes roles at JP Morgan Chase Bank NA, JP Morgan Securities LLC, Ameriprise Financial Services, Inc., USAA Financial Advisor Inc., and other firms. Nationwide Investment Advisors primarily serves 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 with outsourced portfolio construction and automated enrollment.

Eben Stansbery is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 designations and possessing 12 years of industry experience. He has been with Nationwide Investment Services Company since 2014. 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 utilizes independent financial experts to develop model portfolios, serving over 250,000 clients with a scale-oriented, recordkeeper-driven approach.

Ryan Bates is a financial advisor with Janney Montgomery Scott in Columbus, OH, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Atrium Co. and involvement with Bowling Green State University, where he was connected to residence life and the university itself. Janney Montgomery Scott LLC is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Melissa Curran is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 13 years of industry experience. She has worked in various roles within Huntington National Bank and The Huntington Investment Company since 2012. Outside of her advisory role, she owns a small rental property business. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture model that incorporates third-party sub-managers and proprietary portfolio strategies.