Jason Dixon is a Series 66-licensed financial advisor with 27 years of industry experience. He is currently with Nationwide Investment Advisors, LLC and has previously worked at firms including KeyBank, TD Ameritrade, and Scottrade. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, utilizing a model that relies on independent financial experts for portfolio construction and automated enrollment. The firm manages a substantial client base through programs such as ProAccount, focusing on a scale-driven, recordkeeper-based approach.

Jeffrey Waldeck is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Charles Schwab for 22 years before joining Nationwide Investment Services Corp in 2019. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants through programs like 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 focused on retirement plans.

Weltha Smith is a financial advisor at Nationwide Investment Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with Nationwide Investment Services Corp since 1997. Outside of financial advising, she owns a nail spa business in Helena, Alabama. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, which manages approximately $16.7 billion in discretionary assets. The firm serves a large client base through a scale-oriented, recordkeeper-driven model that emphasizes outsourced portfolio construction and automated enrollment.

Ross Hoewischer is a CFP® professional with 19 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2006. He has also been with Fifth Third Bank since 2005. 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 other institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique municipal-advisor registration.

Edward Putnoky Jr. is a financial advisor with SPC in Columbus, OH, holding 38 years of industry experience. He has worked with SPC and Sigma Financial Corporation since 2016. Outside of his advisory role, he operates Monarch Financial Group, an insurance agency specializing in life and health insurance sales. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary advisory functions.

Jason Gaylor is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016 and previously worked at Money Concepts Capital Corp from 2009 to 2016. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model, utilizing technology platforms and third-party managers to implement a range of investment strategies.

Nolan Gladieux is a CFA® charterholder and holds a Series 65 license, with nine years of industry experience. He currently serves at Corient, where he has worked since 2022, following a seven-year tenure at Budros, Ruhlin & Roe. Nolan is based in Columbus, Ohio. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Venus Rosario is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 63 and Series 65 credentials and has eight years of industry experience. Prior to her current role, she worked at Nationwide Investment Services Corp and Nationwide Retirement Solutions. 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 a large number of retail participant accounts within a family of affiliated financial companies.

Steven Jesenko is a financial advisor at Nationwide Investment Advisors, LLC with 26 years of industry experience. He holds the ChFC® designation and Series 65 license, and has worked at Nationwide Investment Services Corporation since 2010. 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 manages approximately $16.7 billion in ProAccount assets and serves a large client base with a scale-oriented, recordkeeper-driven model that relies on outsourced portfolio construction and automated enrollment.

Raul Vargas is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His work history includes roles at Nationwide Investment Services Corp., Human Interest, Gallagher Benefit Services, Newport Group, Inc., and Massachusetts Mutual Life Insurance Company. Nationwide Investment Advisors primarily provides investment advisory services to retirement plan sponsors and participants, using model portfolios developed by independent experts and serving a large client base through a scale-oriented, recordkeeper-driven approach.

Drew Brenner is a Series 65-licensed financial advisor with Nationwide Investment Advisors, LLC in Columbus, Ohio, bringing 11 years of industry experience. He previously worked at Nationwide Investment Services Corporation and Nationwide Funds Distributors LLC. Brenner serves in the U.S. Air Force Reserves and owns Covrett Arms, a small arms instruction business in Delaware, Ohio. 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 retail participant base through a family of affiliated financial companies.

Jacob Stoneburner is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. He has worked at Commonwealth since 2017 and previously had a one-year tenure with the New Orleans Saints. Outside of advising, he contributes to Letterman Row, a sports commentary media platform. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm offers a comprehensive adviser-support platform including managed account programs, access to third-party asset managers, and various investment options.

Philip Johnson is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior work includes roles at J.P. Morgan Securities and Chase Investment Services Corp. He is also the owner of PRJ Wealth Management, LLC, an entity used for tax purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm combines strategic asset allocation with multi-manager portfolios and offers financial planning and portfolio management through various platforms.

Andrew Frederick is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Nationwide Investment Services Corporation since 2016. 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.

Thomas Nawrocki is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 66 designations and has 28 years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, GWFS Equities, Inc., MML Distributors, LLC, and MassMutual Life Insurance Company. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing significant assets through discretionary programs such as ProAccount. The firm employs a scale-oriented model focused on plan participants, utilizing independent experts for portfolio construction and automated enrollment features.

Rance Edwards is a CFP® with 10 years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. His prior experience includes roles at J.P. Morgan Securities, Morgan Stanley, USAA Financial Advisors, and Ameriprise Financial Services. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice focused on ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and operates within a family of affiliated financial companies that provide custody, recordkeeping, and product services.

Kimberly Popoff is a Series 66-licensed financial advisor with 12 years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC since 2026. Her work history includes roles at Nationwide Investment Services Corporation, Voya Financial, OneAmerica Securities, American United Life, and Wells Fargo Advisors. 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 employs a scaled, recordkeeper-driven model serving over 250,000 clients with roughly 398 advisors, focusing on plan participants and sponsors using outsourced portfolio construction and automated enrollment.

Michael Domino is a financial advisor with Lincoln Investment in Columbus, OH, holding a Series 63 designation and 24 years of industry experience. He has worked at Lincoln Investment since 2017 and was previously with Legend Equities Corporation for six years. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that develops model portfolios and dynamic strategies.

John Mccorkle is a financial advisor at MAI Capital Management, LLC with 20 years of industry experience. He previously worked for J.W. Coons Advisors, LLC for 13 years before joining MAI Capital Management in 2025. He holds the Series 63 and Series 66 designations. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies and integrates financial planning and tax services into client relationships.

Daniel Fowler is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at Nationwide Investment Services Corporation, USI Securities, USI Consulting Group, GWFS Equities, MMl Distributors, MassMutual, Crown Capital Securities, and The Ryding Company. 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 relying on outsourced portfolio construction and automated enrollment.