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 at Stratos Wealth Partners, Ltd with 32 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at LPL Financial and The Huntington Investment Company. Stratos Wealth Partners serves individual and institutional clients with a range of services including financial planning, advisor-managed programs, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, supported by a large network of investment adviser representatives.

Zachary Deppen is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH. He holds a Series 66 designation and has two years of industry experience. Prior to his advisory role, he worked at Voya and has been employed as an order selector at an Aldi Distribution Center since 2021. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting, often providing non-discretionary recommendations across multiple program structures.

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 CFP® and ChFC® with six years of industry experience. He is currently with Nationwide Investment Advisors, LLC and has prior experience at MassMutual Life Insurance Co, Mass Mutual Investors Services, and SA Stone Wealth Management. 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 discretionary assets and serves over 250,000 clients using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction.

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 positions at Morgan Stanley and Citigroup Global Markets before joining Stratos Wealth Partners and LPL Financial in 2010. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, portfolio management, and specialized consulting through a broad network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies, supporting both discretionary and non-discretionary account management across multiple custodians.

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 with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has been with Nationwide Investment Services Corporation since 2015. 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

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 bringing 27 years of industry experience. He has worked in various roles at Nationwide-affiliated entities since 1998. Harshaw serves as a board member of the Franklin County Board of Developmental Disabilities in Columbus, Ohio. 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, recordkeeper-driven model and uses independent experts to develop model portfolios and investment lineups.

Jason Quintus is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and 21 years of industry experience. He has been with VOYA Financial Advisors since 2014 and is also involved with The Verdi Group, a financial services business he has operated since 2008. VOYA Financial Advisors serves a diverse client base, including individuals, institutions, retirement plan sponsors, and corporations, offering a range of services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures.

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 at Stratos Wealth Partners, Ltd with 34 years of industry experience. He holds the Series 63 designation and has worked at Stratos since 2010. His prior experience includes roles at LPL Financial, Morgan Stanley, and Citigroup Global Markets. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering financial planning, managed wrap and non-wrap programs, access to model portfolios and third-party manager solutions, and retirement plan consulting. The firm combines individualized asset allocation with active monitoring and access to proprietary and third-party strategies, supporting both discretionary and non-discretionary account management across multiple custodians.

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.

Roy Izzo is a financial advisor with Lincoln Investment in Columbus, OH, holding 44 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held positions at Legend Equities Corporation and Valic Financial Advisors. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individual and 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 team that develops strategic model portfolios and adaptive strategies.