Robert Grossman is a financial advisor at Nationwide Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TIAA-CREF, MassMutual Life Insurance Company, and Park Avenue Securities. Grossman is based in Columbus, OH. 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 manages a large number of retail participant accounts within a family of affiliated financial companies.

Joseph Broderick is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Nationwide Investment Services Corp, Invesco Distributors, Inc., and Oppenheimerfunds Distributor, Inc. 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 retail participant base within a family of affiliated financial companies.

Teresa Owsley is a financial advisor with Stratos Wealth Partners, Ltd. She holds Series 63 and Series 65 credentials and has 32 years of industry experience. Her prior work includes six years at The Huntington Investment Company and ongoing roles with LPL Financial and Stratos Wealth Partners since 2012 and 2015, respectively. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a broad range of clients, including individuals, retirement plans, corporations, nonprofits, and institutional clients, using an open-architecture investment approach and both discretionary and non-discretionary portfolio management options.

Zachary Deppen is a financial advisor at Voya Financial Advisors, Inc. in Columbus, Ohio, holding the Series 66 designation with two years of industry experience. Prior to his advisory role, he worked at Voya and has been employed as an order selector at Aldi Distribution Center since 2021. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients through a large network of advisors. The firm combines in-house and third-party strategies with technology-enabled tools to implement both discretionary and non-discretionary investment solutions.

Jessicia Erfurt is a financial advisor at Nationwide Investment Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Matthews Buses and Maximus before joining Nationwide Investment Services Inc. in 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 utilizes independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.

Andrew Adams is a financial advisor with Nationwide Investment Advisors, LLC, holding the CFP® and ChFC® designations and six years of industry experience. His prior roles include positions at SA Stone Wealth Management Inc. and MassMutual Life Insurance Co. He is based in Columbus, Ohio. Nationwide Investment Advisors primarily provides investment advisory services to retirement plan sponsors and participants, using model portfolios developed by independent experts and implementing these under discretionary or non-discretionary arrangements. The firm serves a large client base through a scale-oriented, recordkeeper-driven model focused on retirement plans.

Susan Robenalt is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes roles at Morgan Stanley and Citigroup Global Markets prior to joining Stratos Wealth Partners and LPL Financial in 2010. She is also involved in non-variable insurance activities outside her advisory work. Stratos Wealth Partners, Ltd is an SEC-registered enterprise firm with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm operates an IAR-driven model with a focus on customized portfolio management, employing an open-architecture approach that integrates multiple third-party platforms and managers.

Eric Johnson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds the Series 66 designation and has 20 years of industry experience. Prior to joining Nationwide Investment Services in 2016, he held other roles in the financial sector. Outside of his advisory work, Eric is a musician with One Eyed Mama and serves as a festival manager for the Hilltop Arts Collective. Nationwide Investment Advisors, LLC primarily provides investment advisory services to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary ProAccount assets. The firm focuses on large-scale, recordkeeper-driven solutions with a model that supports over 250,000 clients through roughly 398 advisers.

Anthony Mampieri is a financial advisor at AE Wealth Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including LifePro Asset Management, Kestra Financial Services Inc., and Goldberg, Clouse and Edgell, LLC. Outside of AE Wealth Management, he is involved with Merit Advisors LLC, where he sells life insurance and fixed indexed annuities as a wealth strategist. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolio solutions, discretionary asset management, financial planning, and plan services, with an internal Investment Consulting Group supporting reporting and portfolio construction.

Elizabeth Folland is a ChFC®-designated financial advisor at Nationwide Investment Advisors, LLC with 32 years of industry experience. Her career includes roles at JP Morgan Securities, SWBC Investment Company, and Advisors Asset Management, among others. She has worked at Nationwide Investment Advisors since 2020. Nationwide Investment Advisors, LLC primarily provides investment advisory services to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner, managing approximately $16.7 billion in discretionary ProAccount assets. The firm focuses on a scale-oriented model that serves a large client base via independent financial experts and outsourced portfolio management.

Erica Lemmon is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds the ChFC® designation and Series 63 and 65 licenses, and has 10 years of industry experience. Since 2014, she has been with 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) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and manages a large number of retail participant accounts within a family of affiliated financial companies.

Aylin Jewell is a financial advisor at Nationwide Investment Advisors, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Nationwide Investment Services Corporation since 2015, following roles at J.P. Morgan Securities and Chase Investment Services Corp. 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 manages approximately $16.7 billion in discretionary assets and serves a large client base through a scale-oriented, recordkeeper-driven model.

Stephen Becker is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Lakewood, OH, holding a Series 63 designation and 21 years of industry experience. He has been with Fifth Third Securities since 2003. 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 institutional investors. The firm offers multiple discretionary managed-account programs and combines its municipal-advisor registration with a corporate affiliation to a large bank, Fifth Third Bank, which serves as a portfolio manager in some programs.

Daniel Beck is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at J.P. Morgan Securities, Fifth Third Bank, and LPL Financial LLC. Outside the financial industry, he was involved with Exceeding Reality Performance Nutrition for two years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based model, employing various investment strategies and technology platforms while offering access to third-party managers and proprietary managed account solutions.

Donald Eschbach is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2026 and at ICMA Retirement Corporation since 2012. Outside of his advisory role, he is involved with Mastodon LLC, a real estate acquisition management business. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, utilizing model portfolios developed by independent experts and managing approximately $16.7 billion in discretionary ProAccount assets. The firm serves a large client base with a scale-oriented, recordkeeper-driven approach focused on automated enrollment and plan participant needs.

Gene Harshaw is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and 27 years of industry experience. He has worked with various Nationwide entities since 1998 in roles spanning investment services and securities. Harshaw serves on the board of the Franklin County Board of Developmental Disabilities in Columbus, OH. 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 manages approximately $16.7 billion in discretionary assets and operates a scale-oriented, recordkeeper-driven model focused on plan participant and sponsor clients.

Jason Quintus is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and is also involved with The Verdi Group, a financial services and insurance business, since 2008. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate providing financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-driven tools to implement client-centered strategies, often through primarily non-discretionary accounts.

John Kwasnik is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been associated with Bankers Life Securities, Inc. since 2016 and ProEquities, Inc. since 2012. In addition to his advisory role, Kwasnik serves as a unit field trainer and agent for Bankers Life & Casualty, focusing on insurance products for the senior market. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Keith Schuss is a financial advisor with Stratos Wealth Partners, Ltd and holds a Series 63 designation. He has 34 years of industry experience, including prior roles at Morgan Stanley and Citigroup Global Markets. Schuss has been with Stratos Wealth Partners since 2010 and also maintains a relationship with LPL Financial. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base—including individuals, retirement plans, corporations, nonprofits, and institutions—offering customized portfolio management and financial planning through an open-architecture platform that integrates multiple third-party managers and overlay services.

Shannon McCarthy is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 65 designation with 15 years of industry experience. She has been with Nationwide Investment Services Corporation since 2011. 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 serves a large client base with a scale-oriented, recordkeeper-driven model and relies on independent financial experts for portfolio construction.