Dax Welsheimer is a ChFC® credentialed financial advisor with 17 years of industry experience, currently affiliated with Principal Financial Services. His prior roles include positions at Dostal and Kirk and Principal Securities, Inc. Beyond his advisory work, he serves as a Care Pastor at Rock City Church, where he oversees various care-related community activities. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jay Randall is a financial advisor with Principal Financial Services in Dublin, Ohio, holding a Series 63 designation and 17 years of industry experience. He previously worked with Lake Forest Financial Advisors and has been affiliated with several Principal entities since 2008. Randall also engages in selling health and fixed insurance products and serves as a partner at Lake Forest Financial Advisors, focusing on investments for high net worth clients and managing 401(k) plans. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Lior Assa is a CFP® with seven years of industry experience, currently advising at Nationwide Investment Advisors, LLC. His prior roles include positions at Nationwide Investment Services Corp, AE Wealth Management, Bank of America, Merrill Lynch, and Axos Financial. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, offering a scale-oriented, recordkeeper-driven model that manages approximately $16.7 billion in discretionary assets. The firm relies on independent financial experts for portfolio construction and focuses exclusively on plan participants and sponsors.

Andrew Ward is a financial advisor at Nationwide Investment Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Nationwide Investment Services Corp since 2018. Outside of his advisory role, he serves as president of the Old Trinity Evangelical Lutheran Church 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) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and manages a large number of retail participant accounts through its affiliation with Nationwide Trust Company and Nationwide Life Insurance Company.

Michael Scheiwe is a financial advisor at Key Investment Services LLC in Columbus, OH, holding Series 63 and Series 66 licenses with eight years of industry experience. His previous roles include four years at J.P. Morgan Securities LLC and a brief tenure at KFORCE. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers model-based advisory products through a multi-provider platform and integrates with KeyCorp affiliates to provide additional financial services.

Christopher Coles is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including 13 years at Nationwide Securities Inc. He also serves as an adjunct instructor at The American College in Columbus, Ohio. Nationwide Investment Advisors primarily provides investment advisory services to retirement plan sponsors and participants through programs such as ProAccount, with approximately $16.7 billion in assets under discretionary management. The firm focuses on a scale-oriented, recordkeeper-driven model serving over 250,000 clients with automated enrollment and outsourced portfolio construction.

John Barth is a financial advisor at Nationwide Investment Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments and Edward Jones. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner, utilizing a scale-oriented, recordkeeper-driven model with discretionary portfolio management.

Louis Moreno is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 46 years of industry experience, having worked at Nationwide Investment Services Corporation since 1980. 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 approximately 270,000 clients through a team of 335 advisors.

David Castina is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Nationwide Investment Services Corporation and Nationwide Insurance Co. since 1991. Outside of his advisory role, he serves as a board member of the Hillingham Home Owners Association in Chadds Ford, PA. 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 utilizes independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services within a large enterprise operating alongside affiliated financial companies.

James Brattensborg is a financial advisor with Nationwide Investment Advisors, LLC based in Columbus, OH. He holds Series 65 and Series 66 credentials and has 14 years of industry experience, including prior roles at Prudential Customer Solutions LLC and Morgan Stanley. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner. The firm employs a scale-oriented, recordkeeper-driven model, serving a large client base with outsourced portfolio construction and automated enrollment.

Candace Deluca is a CFP® with 29 years of experience in the financial industry. She is currently with &PARTNERS and has previously worked with Stratos Wealth Partners, LPL Financial LLC, and Wells Fargo Clearing. She serves on the board of the Financial Planning Association of Central Ohio, where she is the pro-bono director and president-elect. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, and institutions, providing investment management, financial and tax planning, and advisory services through a combination of discretionary and non-discretionary approaches.

Jeremy Williams is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds a Series 66 designation and has 18 years of industry experience, including eight years at Nationwide Securities, LLC. Outside of his advisory role, he serves as a trustee for the Eagles organization in Corning, OH. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets through offerings such as ProAccount. The firm operates a scale-oriented, recordkeeper-driven model focused on plan participants and sponsors, utilizing independent financial experts for portfolio construction and automated enrollment features.

Christian Bryant is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Nationwide Insurance Services Corporation, Creative Planning, LLC, Wipfli Financial Advisors, LLC, and Wells Fargo. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets. The firm utilizes independent financial experts to develop model portfolios and serves a large client base with a scale-oriented, recordkeeper-driven approach.

Shawn Swanson is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 30 years of industry experience. He has been affiliated with Brokers International Financial Services since 2015. Swanson is also president and CEO of Swanson Financial Group, a financial services firm. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm provides continuous asset management, financial planning, and consulting through a network of independent advisers using various portfolio management approaches and custodial platforms.

Tashikko Jabril Heningburg is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and three years of industry experience. He has worked with firms including Nationwide Investment Services Corporation and Ally Financial. Outside of finance, he represents fragrance brands as a fragrance representative for Interparfums Luxury Brands. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, managing over $16.7 billion in ProAccount assets. The firm utilizes independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven model.

Davon Calloway is a financial advisor with First Command Advisory Services in Columbus, OH, holding Series 65 and Series 63 licenses and having two years of industry experience. His prior work includes roles at First Command Brokerage Services, Inc., Uber, and Primerica Financial Services. Outside of his advisory work, Calloway owns and operates Guiding Generations LLC. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Gary Green is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 designations and has recently begun his career in the financial industry. Prior to joining Nationwide, he held positions at Catalent Pharma Solutions, Beam Suntory, and other companies. 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 employs a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment, managing approximately $16.7 billion in ProAccount assets under discretionary management as of the end of 2025.

Sharyn Garner is a financial advisor at Nationwide Investment Advisors, LLC with 16 years of industry experience. She holds the Series 66 designation and has been with Nationwide Investment Services Corporation since 2016. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance. The firm employs a scale-oriented, recordkeeper-driven model and serves over 250,000 clients with approximately 398 advisors, focusing exclusively on retirement plan clients.

Brent Music is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at JPMorgan Chase Bank and JPMorgan Securities LLC from 2013 to 2017. Outside of finance, he serves as Secretary for Archer Music Enterprises, a position he has held since 2010. 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 to develop model portfolios and serves a large retail participant base through discretionary and non-discretionary services within a family of affiliated financial companies.

Kyle Widmer is a financial advisor at Fifth Third Securities, Inc. based in Columbus, OH, holding Series 63 and Series 65 credentials with three years of industry experience. His professional background includes roles at Fifth Third Bank, Chipotle, the Ohio State Alumni Association, and the Ohio State University. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, combining third-party portfolio management with advisor-directed strategies.