Bina Kumar is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Nationwide Investment Services Corporation since 2003. Outside of her advisory role, she serves as an Alternative appointed Design Review Board Member for the Village of Plandome Manor in New York. 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 for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Michael Fazio is a financial advisor with Principal Financial Services in Columbus, OH, holding a Series 66 credential and eight years of industry experience. His prior work includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank N.A., Nationwide Investment Services Corporation, and MicroVenture Marketplace Inc. He has been with Principal Securities and Principal Life Insurance since 2023. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Olutayo Shenbanjo is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has worked with Nationwide Securities, LLC and Nationwide Securities Inc since 2008. 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 model that emphasizes scale, recordkeeper-driven solutions, and outsourced portfolio construction.

Pamela Guggenheim is a financial advisor at &Partners with 36 years of industry experience. She holds Series 63 and Series 65 licenses. Her previous roles include positions at Wells Fargo Clearing, UBS Financial Services, and KeyBanc Capital Markets Inc. &Partners serves a diverse clientele including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers a range of investment management and financial planning services, utilizing both proprietary and third-party strategies along with ongoing portfolio monitoring.

Marshall Goff is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Nationwide Investment Services Corporation since 2008. 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 uses independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Ethan Molitor is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 credentials and six years of industry experience. He has worked at Nationwide Investment Services Corp since 2019 and has previous experience with firms including Randstad and State Farm Insurance. 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 discretionary assets under ProAccount and serves a large client base using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

Randall Neis is a CFP® professional with 24 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. He has previously worked at ICMA Retirement Corporation for 16 years before joining 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 employs independent fiduciary experts to develop model portfolios and serves a large retail participant base through both discretionary and non-discretionary services within a family of affiliated financial companies.

Judd Beam Jr. is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 11 years before joining Stratos and LPL Financial in 2023. Stratos Wealth Partners is an SEC-registered enterprise advisor with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of investment management and financial planning services through an open-architecture platform that integrates multiple third-party managers and platforms.

Clayton Benton is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses. He has 23 years of industry experience and has been with Nationwide Investment Services Corporation since 2009. 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Kristopher Davis is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Nationwide Investment Services Corp and Great American Insurance Group. He owns a rental property in Lutsen, MN, which he manages on a limited, non-investment basis. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, leveraging independent financial experts to develop model portfolios implemented under discretionary arrangements. The firm manages approximately $16.7 billion in ProAccount assets and focuses on a recordkeeper-driven, scale-oriented approach.

Matthew Ring is a CFP® with 17 years of experience in the financial services industry. He is currently with Nationwide Investment Advisors, LLC and has been affiliated with Nationwide Investment Services Corporation and Tailored Management since 2008. 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 partners with independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

David Bazzel is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation and Series 66 license, and has 20 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Chase Investment Services Corp., and Ameriprise. Outside of advising, he is co-owner of Beach State of Mind, a non-investment-related business, and serves as president and board member of Westtown Church in Tampa, FL. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing programs such as ProAccount, which had approximately $16.7 billion in assets under management as of December 31, 2025. The firm’s approach involves relying on independent financial experts for portfolio construction and serves a large client base through a scale-oriented, recordkeeper-driven model.

Dean Danison is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He previously operated Danison & Associates, Inc. for 27 years. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Martin Burch is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Nationwide Investment Services Corp since 2012. 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 to develop model portfolios and serves a large client base within a family of affiliated financial companies.

Ronald Leclair is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Nationwide Investment Services Corporation since 2001. Nationwide Investment Advisors specializes in providing 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 client base through discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Carrie Reynolds is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH. She holds a Series 66 designation and has 25 years of industry experience, including 21 years with Fifth Third Securities. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs on the Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Lorraine Rodriguez is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 66 and Series 65 credentials and 23 years of industry experience. Her prior work includes roles at Fidelity Investments, ICMA RC, Uvest Financial Services Group, Inc., and Morgan Stanley DW Inc. She is based 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 manages approximately $16.7 billion in discretionary assets and uses a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

Jim Montgomery is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at MetLife, Mass Mutual, and Citizens Bank. Montgomery is also a Notary Public. 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 uses independent financial experts to develop model portfolios and serves a large client base with a scale-oriented, recordkeeper-driven approach.

Felipe Mora is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Jefferson National Securities Corporation, Jefferson National Financial Corp, Jefferson National, and Equian-Trover. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions for ERISA 401(k) plans and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

John Kendall is a financial advisor at Nationwide Investment Advisors, LLC with 27 years of industry experience. He holds the Series 66 designation and has been with Nationwide Investment Advisors since 2006, following his earlier tenure at Nationwide Investment Services beginning in 2000. 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 employs independent fiduciary experts for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.