Guadalupe Ayala is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been with Nationwide Investment Services Company since 2014. 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Brandon Dempsey is a CFP® with seven years of industry experience, currently serving as an advisor at Corient in Columbus, OH. His prior work includes roles at Budros, Ruhlin & Roe and Bank of America Merrill Lynch. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Deborah Turner is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 22 years of industry experience, including 20 years at Nationwide Investment Advisors and 22 years at Nationwide Investment Services Corporation. Outside of her advisory role, she is a co-owner of R & D Real Estate Properties and Services, LLC, based in Charlotte, NC. 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 a large retail participant base within a family of affiliated financial companies.

Morgan Cocozello is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Nationwide Investment Advisors, Morgan worked at Nationwide Investment Services Corporation and held various roles including positions at Whole Foods Market and The Ohio State University. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, managing assets through programs like ProAccount, which reported approximately $16.7 billion in discretionary assets as of the end of 2025. The firm uses independent financial experts to develop model portfolios and focuses on a scale-oriented, recordkeeper-driven service model.

Ryan Stocke is a financial advisor at FIFTH THIRD SECURITIES, Inc. with eight years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fifth Third Bank and its affiliated securities firm since 2016. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, combining third-party managers and advisor-directed strategies to meet varying client risk profiles.

Amanda Asherson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Her prior work includes roles at Nationwide Investment Services Corporation, GWFS Equities, and Beneco. 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 number of retail participant accounts through discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Joshua Arnold is a financial advisor at Nationwide Investment Advisors, LLC with 21 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Nationwide in 2013, he worked at Voya Retirement Advisors and Chase Investment Services. Outside of his advisory role, Arnold serves on the boards of MentorKids Kentucky and Jr Cardinal Rugby Academy, and he is the owner of Blu Moose. Nationwide Investment Advisors primarily provides investment advisory services to retirement plan sponsors and participants, managing programs like ProAccount, My Investment Planner, and Smart Alliance. The firm uses independent financial experts to develop model portfolios and supports a high-volume, scale-oriented approach focused on ERISA-covered plans.

Clinton Bakle is a Series 66-licensed financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, and has 14 years of industry experience. He has been with Nationwide Investment Services Corporation since 2011. Outside of his advisory role, he owns a business focused on golf-related videos, guides, and product reviews. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, specializing in ERISA 401(k) and public 403(b)/457(b) plans. The firm employs independent fiduciary experts for portfolio construction and serves a large retail participant base through a variety of discretionary and non-discretionary services.

Joseph Crotty is a CFP® professional with 29 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He has been associated with New York Life Insurance Company since 1996 and has operated Crotty & Associates, LLC since 2007. Outside of his advisory work, he is involved in various real estate ventures through several holding companies. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs with an emphasis on tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Jason Riddle is a financial advisor with PNC Wealth Management in Dublin, Ohio, holding a Series 66 designation and 16 years of industry experience. He previously worked at The Huntington Investment Company for ten years before joining PNC Investments in 2019. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that employs algorithm-driven risk assessment and discretionary management using mutual funds and ETFs.

Kimberly Thomas is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and eight years of industry experience. She has previously worked at Valic Financial Advisor, Inc., Agia, and Nationwide Investment Services Corporation. 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.

Thomas Bussard is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Nationwide Investment Advisors since 2006 and has been associated with Nationwide Investment Services Corporation since 1998. Based in Columbus, OH, Bussard’s career is focused within the Nationwide family of firms. 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 partners with independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Abdallah Osman is a financial advisor at PNC Wealth Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and E*TRADE Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and manages investments via approved model strategies executed with mutual funds and ETFs.

Julie Tomblin is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and 23 years of industry experience. She has been with Nationwide Investment Services Corporation since 2016. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and plan participants, including 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.

Matthew Gagnon is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with TIAA and TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm operates a fiduciary model combining point-in-time financial planning with ongoing portfolio management through customizable and model-based managed accounts.

Joseph Perigo is a financial advisor at Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has 15 years of industry experience. His prior work includes roles at LPL Financial and National Planning Corporation. Perigo is also associated with Madison Plains High and CNO Financial Group. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across various securities with periodic reviews and rebalancing.

Eldon Malone II is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and has worked at Nationwide Investment Services Corporation since 1997. 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 employs independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Jeffrey Harper is a financial advisor with Principal Financial Services and holds Series 63 and Series 66 credentials. He has 31 years of industry experience, including prior roles at Waddell & Reed, Inc. From 2025, he serves as Managing Partner at Lake Forest Financial Advisors. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Christopher Greene is a financial advisor with Nationwide Investment Advisors, LLC and holds Series 63 and Series 66 designations. He has eight years of industry experience, including prior roles at Nationwide Investment Services Corporation, MMl Distributors, MassMutual, John Hancock Distributors LLC, and State Farm. 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 serves a large client base with a scale-oriented model, relying on independent financial experts for portfolio construction and focusing exclusively on plan participants and sponsors.

Gerald Childs is a financial advisor at Nationwide Investment Advisors, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Nationwide Investment Services Corporation, W&S Brokerage Services, and The Prudential Insurance Company of America. Outside of finance, he owns and operates G's Trees, a business unrelated to investment services. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering advisory programs such as ProAccount and My Investment Planner. The firm manages approximately $16.7 billion in discretionary assets through a scale-oriented model that relies on outsourced portfolio construction and automated enrollment features.