Derek Philpot is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and with 14 years of industry experience. He has worked at Nationwide Investment Services Corp since 2012. 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 employs a scale-oriented, recordkeeper-driven model relying on outsourced portfolio construction and automated enrollment.

Regina Ponce is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Since 2009, she has worked with Nationwide Investment Services Corporation. 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 develop model portfolios and provides both discretionary and non-discretionary services while operating within a family of affiliated financial companies.

Clayton Schindley is a financial advisor at Fifth Third Securities, Inc. in Columbus, OH. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Fifth Third Securities, he worked at 5/3 Bank and Huntington Bank, among other roles. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, with a range of strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

Marcella Hoard is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. Her work history includes roles at Nationwide Investment Services Corporation, Mutual of Omaha, J.P. Morgan Securities, JPMorgan Chase Bank NA, Capital Group, and Franklin University. Nationwide Investment Advisors, LLC primarily serves retirement plan sponsors and participants, offering investment advisory services through programs such as ProAccount and My Investment Planner. The firm employs a scale-oriented, recordkeeper-driven model focused on plan participants and sponsors, managing substantial assets through outsourced portfolio construction and automated enrollment.

Amanda Pollay is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 65 and Series 63 licenses and has five years of industry experience. Her prior roles include positions at Nationwide Investment Services Corp and Wells Fargo. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants. The firm manages approximately $16.7 billion in assets through its ProAccount program and uses independent financial experts to develop model portfolios within a scale-oriented, recordkeeper-driven approach.

Peter Christie is a financial advisor with Citizens Securities, Inc. in Columbus, OH, where he has worked since 2019. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to Citizens Securities, he was with JP Morgan Securities LLC and owns a custom home theater installation business, Hollywood Home Cinema. He also serves as President of the Olde Charted Trail Property Association. Citizens Securities serves a broad retail client base, offering investment advisory programs alongside brokerage and insurance services. The firm provides ETF-based portfolios through a digital advisory program and a Managed Account program, and operates as a broker-dealer and insurance agency.

Paul Fuller is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 66 and Series 63 designations and bringing 29 years of industry experience. He previously worked for TIAA and Tiaa from 2006 to 2026 before joining Nationwide Investment Advisors and Nationwide Investment Services Corporation in 2026. 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 serves a large client base through a scale-oriented, recordkeeper-driven model, focusing on participant and sponsor clients with an emphasis on discretionary portfolio management.

Kayleigh Moreau is a financial advisor at Nationwide Investment Advisors, LLC with six years of industry experience. She holds the Series 66 designation and has worked at Nationwide Investment Services Corporation since 2025, GWFS Equities, Inc. since 2017, and previously with the State of Indiana from 2014 to 2017. 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 manages a large number of retail participant accounts within a family of affiliated financial companies.

Wade Sundermann is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with Nationwide Investment Services Corporation since 2000. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance, using outsourced portfolio construction and automated enrollment to manage a large client base efficiently.

Andrew Pierce is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at Nationwide Investment Services Corp and Voya Financial Advisors. 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 engages independent fiduciary experts for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Benjamin Kindred is a financial advisor at Nationwide Investment Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Nationwide Investment Services Corp, The Huntington Investment Company, J.P. Morgan Securities, and Chase Investment Services Corp. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm uses independent financial experts to develop model portfolios and focuses on a scale-oriented, recordkeeper-driven approach.

Jerome Mosley Jr. is a financial advisor at Nationwide Investment Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Nationwide Investment Services Corporation since 2003. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including 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.

Frederick Taylor is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior work includes roles at Nationwide Investment Services Corp, Independent Financial Partners, LPL Financial, LLC, and Edward Jones. 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 assets under ProAccount and operates a scale-oriented, recordkeeper-driven model focused on plan participants and sponsors.

Cody Meyerdirk is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2017 and previously spent three years with Voya Financial Advisors. Outside of his advisory role, Cody holds part-time positions in sales, merchandising data, and accounting. Nationwide Investment Advisors, LLC 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 utilizes independent financial experts to develop model portfolios, serving a large client base with a recordkeeper-driven, scale-oriented approach focused on ERISA-covered plans.

Edward Heacock Jr. is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with Mwa Financial Services, Inc. since 2008 and with Modern Woodmen of America since 2007. Outside of his advisory roles, he has managed rental properties since 2009. 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 develop model portfolios and serves approximately 270,000 clients through a network of 335 advisors.

John Wile is a financial advisor at Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Fifth Third Securities since 1999. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, high-net-worth clients, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Bradley Roach is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds the ChFC® designation and Series 63 and 65 licenses, and has four years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, Randstad, and Safelite Solutions, as well as self-employment managing an irrevocable trust. 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 employs independent financial experts to develop model portfolios and serves a large client base with a scale-oriented, recordkeeper-driven approach.

Susan Gyuro is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. She has been with Nationwide Investment Services Corporation since 2002. Nationwide Investment Advisors, LLC provides investment advisory services mainly 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, serving over 250,000 clients with a scale-oriented, recordkeeper-driven model that relies on independent financial experts for portfolio construction.

Alpeshkumar Patel is a financial advisor at Nationwide Investment Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Nationwide Investment Services Corporation, Fisher Investments, Park Avenue Securities, Guardian Life Insurance Company, Ironoak Wealth LLC, and Meridian Credit Union. 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 under discretionary management and serves a large client base through a scale-oriented, recordkeeper-driven model.

Jacob Barrera is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Merrill Lynch, Bank of America, Voya Financial Advisors, and GWFS Equities. He is also an independent insurance agent involved in the sales of fixed insurance products. 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. The firm uses independent financial experts to develop model portfolios and focuses on a scale-oriented, recordkeeper-driven approach serving a large client base of plan participants and sponsors.