Jordan Pinckney Jeffries is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior work includes roles at Gwfs Equities, Inc., MML Distributors, LLC, MassMutual, ADP Broker Dealer Inc., ADP LLC, and Jackson National Life Distributors, LLC. Outside of advising, he is involved as a group trainer at West Kept Secret, Inc., a Pilates gym. Nationwide Investment Advisors, LLC specializes in providing 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 operates a scale-oriented, recordkeeper-driven model that focuses exclusively on plan participants and sponsors.

Donald Regan is a Series 66-licensed financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He has 13 years of industry experience and has been with Nationwide since 2014. 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 retail participant base within a family of affiliated financial companies.

Mike Miele is a financial advisor at PNC Wealth Management in Columbus, OH, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cantor Fitzgerald and TIAA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that utilizes algorithmic risk assessment and employs approved model strategies managed by PNC or third-party strategists.

Jason Goncz is a financial advisor with Equity Services, Inc. in Columbus, OH, holding a Series 63 designation and 26 years of industry experience. His prior work includes several roles at firms such as Securities America, Arbor Point Advisors, Mass Mutual Life Insurance Company, and National Life Group. He is also involved with Dome Financial Services, Ltd. as an insurance agent. Equity Services, Inc., known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, utilizing both discretionary and non-discretionary account management.

Logan Meyer is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. He has been with Nationwide Investment Services Corporation since 2014. 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 as an ERISA fiduciary in certain contexts, managing a large number of retail participant accounts within a family of affiliated financial companies.

Thomas Ranney is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Commonwealth and Stoneworth Financial Group since 2009. He is also the owner of TEAK Wealth Strategies, a private entity involved in securities, advisory, and insurance business. 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 support services, including discretionary model portfolios, wealth management, and retirement plan consulting, while enabling advisors to construct client portfolios from a broad selection of securities and insurance products.

Jonathan Hardy is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Columbus, OH, holding Series 65 and Series 63 licenses and six years of industry experience. He has been with Fifth Third Securities since 2019 and has been associated with Fifth Third Bank since 2015. FIFTH THIRD SECURITIES, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, employing multiple investment strategies including mutual funds, ETFs, separately managed accounts, and direct indexing.

Rebekah Boone is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. She previously worked at Fidelity Brokerage Services LLC and Nationwide Investment Services Company. Outside of her advisory role, Boone is a partner in Hepburn Homes LLC, where she is involved in renovating rental properties. 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 employs a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and focuses exclusively on retirement plan clients.

Clayton Puckett is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and 16 years of industry experience. His work history includes multiple roles at Nationwide Investment Services Corporation and a period at HUB International. 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 number of retail participant accounts within a family of affiliated financial companies.

Robert Back is a financial advisor at Nationwide Investment Advisors, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked within various Nationwide entities since 2010, including Nationwide Investment Services Inc. since 2019. 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 approximately 270,000 retail participant accounts through a large advisor team within a family of affiliated financial companies.

Kimberly Wells is a CFP® and holds a Series 65 license, with 14 years of industry experience. She has been with Brookstone Capital Management LLC since 2016 and also maintains a role at Young Wealth Management since 2013. Her prior experience includes four years at Horter Investment Management, LLC. Wells provides comprehensive financial planning services that sometimes include the sale of insurance products such as life insurance, long-term care, and annuities. Brookstone Capital Management is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning through a turnkey asset management platform and a wrap-fee program, with investment management primarily delivered on a discretionary basis via model portfolios, unified managed accounts, and separately managed accounts.

Gary Stentz is a CFA® charterholder with 15 years of industry experience, currently affiliated with Independent Financial Partners in New Albany, OH. He has worked at Cascade Investment LLC since 2015 and operates Stentz Law LLC since 2022. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving a broad client base and features a decentralized advisory model along with notable retirement-plan advisory and pension consulting capabilities.

Michael Beck is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. His prior work includes roles at Raymond James & Associates, Inc., Transamerica Capital, Inc., and Gwfs Equities, Inc. 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 manages approximately $16.7 billion in ProAccount assets under discretionary management and focuses on a scale-driven, recordkeeper-oriented model that serves a large client base through outsourced portfolio construction and automated enrollment.

Michael Titus is a financial advisor at Citizens Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with Citizens Securities since 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Armando Salgado is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Empower, he worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory role, he is involved with Mando Enterprise LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan sponsor-selected investment lineups.

Elisha Roberts Cofer is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds Series 63 and Series 66 designations and has 26 years of industry experience. His prior work includes roles at Nationwide Investment Services Corp and The Huntington National Bank and The Huntington Investment Company. Outside of his advisory work, he is a 10% owner of Cofer Consulting Solutions LLC, where he supports entry talent management by assisting the company president. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice for ERISA 401(k) plans and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to manage portfolios and provides both discretionary and non-discretionary services within a family of affiliated financial companies.

Macallan Hewitt is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 designations and seven years of industry experience. Prior to joining Nationwide Investment Advisors, he worked at Nationwide Investment Services Corporation and Ameritas Investment Corp and Life Insurance Corp. Hewitt also has a background with MDT Advisers and Northeastern University. Nationwide Investment Advisors primarily provides investment advisory services to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary ProAccount assets as of December 31, 2025. The firm employs a scale-oriented, recordkeeper-driven model that leverages independent financial experts to develop model portfolios and serves a large number of clients through automated enrollment and outsourced portfolio construction.

Mark Haimerl is a financial advisor with Ameritas Advisory Services, LLC, based in Columbus, Ohio, with 18 years of industry experience. He has held roles at firms including DeVerna & Co Financial and Creative Financial Partners. Haimerl also owns The Wealth Lab and Central Ohio Financial Management Group, both fee-based advisory practices serving clients in central Ohio. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Shane Teach is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and eight years of industry experience. He has been with Huntington since 2014. Outside of his advisory role, Shane streams football video games on Twitch, where he engages with viewers through live gameplay and interactive discussions. The Huntington Investment Company serves individuals, high-net-worth clients, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment approach combining third-party sub-managers and proprietary models, offering multiple wrap-fee programs through the Envestnet MAS platform.

Anthony Flowers is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and 13 years of industry experience. He previously worked at Axa Advisors, LLC from 2013 to 2018 before joining Nationwide Investment Services Corp in 2018. 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 utilizes independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.