Jonathan Michaels is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and 19 years of industry experience. He has worked extensively within Nationwide-affiliated firms since 2010, including Nationwide Mutual Insurance and Nationwide Investment Services Corporation. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary ProAccount assets. The firm serves a large client base through a scale-oriented, recordkeeper-driven model, relying on independent financial experts for portfolio development and focusing exclusively on retirement plans rather than individual or charitable clients.

Robert Snyder is a financial advisor at Nationwide Investment Advisors, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Nationwide Investment Services Corporation and Facet Wealth. Prior to his advisory roles, he held various positions including at Randstad and was a student at Ohio State University. 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 ProAccount assets and employs a scale-oriented, recordkeeper-driven model that serves a large client base focused on retirement plans.

Harold Schafer Jr. is a financial advisor with Nationwide Investment Advisors, LLC, holding 27 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and has a long tenure at affiliated Nationwide entities dating back to 1990. 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, managing approximately $16.7 billion in ProAccount assets. The firm serves a large client base with a scale-oriented and recordkeeper-driven model, focusing exclusively on retirement plans rather than high-net-worth or corporate clients.

Bruce Hull is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Lion Street Advisors. Outside of his advisory work, he owns ClearCo Restoration, a painting and power washing services business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, and consulting, utilizing a range of portfolio management approaches and multiple custodial platforms.

Justin Carras is a financial advisor at Transamerica Financial Advisors with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has held positions at multiple firms including Educational Retirement Advisors and Northwestern Mutual Wealth Management Company. Carras volunteers with Educational Retirement Advisors, providing financial education and literacy seminars to public employees in state and local education systems. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services including fee-based wrap programs, model portfolios, and commission-based insurance and brokerage products. The firm utilizes proprietary and third-party investment models, managing approximately $1.66 billion in discretionary assets as of late 2025.

William Henehan is a financial advisor with GWN Securities Inc. in Dublin, Ohio, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Royal Alliance Associates, Inc. since 1997. Outside of his advisory role, he serves as CEO of Henehan Financial Group, an insurance sales business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a variety of managed-account programs and model portfolios, including some legacy market-timing and momentum-based strategies.

Janis Halteman is a financial advisor with Commonwealth Financial Network based in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been affiliated with Stoneburner & Frank Wealth Management Group, Ltd. and Commonwealth Financial Network since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology, enabling advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Justin Bailey is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, Transamerica affiliates, Wells Fargo Clearing, and Yolo Federal Credit Union. Outside of his advisory work, he has been a rideshare driver for Lyft and Uber since 2016. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, managing approximately $16.7 billion in ProAccount assets as of the end of 2025. The firm uses model portfolios developed by independent financial experts and serves a large client base via a scale-oriented, recordkeeper-driven approach focused on plan participants and sponsors.

Pik Ling Cheung is a CFA® charterholder with 10 years of industry experience. She has worked at MAI Capital Management, LLC since 2025 and previously spent 10 years at J.W. Coons Advisors, LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies, including equity and fixed income portfolios, and offers services such as financial planning, tax coordination, and trust and insurance administration.

Calvin Weaver is a financial advisor with Principal Financial Services holding a Series 66 designation. He has one year of industry experience and prior work history includes roles at Principal Securities, Principal Life Insurance Company, Huntington National Bank, and Nationwide Insurance. Weaver also served in the Ohio Air National Guard for eight years. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Daniel Hatfield is a financial advisor with Commonwealth Financial Network in Westerville, OH, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been associated with Ranney & Hatfield, LLC, Stoneworth Financial Group, and Commonwealth Financial Network since 2009. He is a 50% owner of Ranney-Hatfield, LLC, an entity created to run a securities practice. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios managed by its Investment Management and Research team, and provides operations, technology, compliance, and practice-management support to affiliated advisors.

Matthew Rizzo 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. He has been with Nationwide Investment Services Corp since 2020 and has prior experience with PNC Funds Distributor, LLC and PNC Capital Advisors dating back to 2010. 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.

Steven Schmittauer is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Nationwide Financial since 2006. 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 partners with 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.

Jared Williams is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has been with Nationwide Investment Services Corporation since 2011. Outside of his advisory role, he serves as a referee and assistant referee for Montana youth soccer games. 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 retail participant base within a family of affiliated financial companies.

Candice Cataldi is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. She has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2002. 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 utilizes independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.

Klark Krauter is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation 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 serves a large number of retail participant accounts within a family of affiliated financial companies.

Brian Link is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding a Series 66 designation and 27 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory work, he operates as an independent insurance agent through his sole proprietorship. VOYA Financial Advisors, Inc. serves a wide range of clients including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides financial planning, portfolio management, and plan-sponsor consulting through various program structures, often making non-discretionary recommendations to clients.

Eric Sonntag is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and eight years of industry experience. He has previously worked with Edward Jones and Nationwide Investment Services Corporation. Outside of his advisory work, Sonntag operates Indy Monster Garage. 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 ProAccount assets and serves a large client base through a scale-oriented, recordkeeper-driven model relying on independent financial experts for portfolio construction.

Jeremy White is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 designations and 21 years of industry experience. He has been with Nationwide Investment Services Corporation since 2013. 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 uses a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

Mariah Wood is a financial advisor at Nationwide Investment Advisors, LLC with nine years of industry experience. She holds Series 63 and Series 65 designations and has worked with Nationwide Investment Services Corp since 2017. Outside of her advisory role, she is a self-employed artist based in Austin, TX. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance, offering discretionary and non-discretionary investment advisory services supported by independent financial experts.