Jennifer Page is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses. Her prior work includes roles at JP Morgan Chase Bank NA, Citigroup Global Markets, Merrill, and several other firms. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants. The firm utilizes a scale-oriented, recordkeeper-driven model with a focus on automated enrollment and outsourced portfolio construction, serving over 250,000 clients through programs such as ProAccount and My Investment Planner.

Eben Stansbery is a financial advisor at Nationwide Investment Advisors, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Nationwide Investment Services Company since 2014. 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 with a scale-oriented, recordkeeper-driven model.

Marc Chapman is a financial advisor with TIAA-CREF, holding a Series 66 designation and 27 years of industry experience. He has been with TIAA and TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Ryan Bates is a financial advisor with Janney Montgomery Scott in Columbus, OH, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Atrium Co. and involvement with Bowling Green State University, where he was connected to residence life and the university itself. Janney Montgomery Scott LLC is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Kathleen Bindas is a financial advisor at Fifth Third Securities, Inc. in Columbus, OH, with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities and JPMorgan Chase Bank, N.A. during her career. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, including mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

Deborah Gold is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2003. Outside of her advisory role, she serves as Vice President Youth for Congregation Agudat Achim in Niskayuna, NY, where she also works as a part-time substitute teacher. 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 employs independent fiduciary experts to develop model portfolios and serves a large retail participant base through discretionary and non-discretionary services within a family of affiliated financial companies.

Nina Olague is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, Ohio, holding Series 63 and Series 65 credentials and 12 years of industry experience. Her prior roles include positions at Old National Bank, LPL Financial, Ameriprise Financial Services, and Republic Bank of Chicago. She also serves as a Notary Public. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets through programs like ProAccount. The firm employs a scale-oriented, recordkeeper-driven model focused on ERISA-covered plans, using independent financial experts for portfolio construction and automated enrollment features.

Justin Seidenwand is a CFP® professional with six years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. His prior roles include positions at Nationwide Investment Services Corp, Nationwide Securities, LLC, Avior Wealth Management, Fullen Financial Group, and Homeside Financial. He has also served in the Ohio Army National Guard. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets under discretionary management as of December 31, 2025. The firm operates a scale-oriented, recordkeeper-driven model, utilizing independent financial experts to develop portfolios and focusing on ERISA-covered plans.

Johnny Chang is a financial advisor at Nationwide Investment Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Nationwide Investment Services Corporation since 2015. Outside of his advisory role, he is self-employed as a pet caretaker in Sacramento, CA. 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.

Timothy Deems is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Advised Assets Group, LLC, GWFS Equities, Inc., and Nationwide Investment Services Corp. His career background also includes roles outside finance at Aerotek and California Pizza Kitchen. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm employs an integrated model linked to Empower’s recordkeeping systems and focuses on long-term portfolio returns and annual rebalancing in its financial planning services.

Mark Mc Kee is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and six years of industry experience. His prior roles include positions at Nationwide Investment Services Corp and Brooksource. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s integrated approach utilizes proprietary and third-party methodologies focusing on long-term portfolio returns and savings rates within an environment closely tied to Empower’s recordkeeping and administrative platforms.

James Bowman is a financial advisor at Janney Montgomery Scott with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Raymond James & Associates, J.P. Morgan Securities, and Legg Mason Wood Walker. He serves as Board Chairman of the Yellowill Foundation, which supports cancer research focused on Ewing Sarcoma. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients and offers brokerage services, financial planning, consulting, and multiple advisory programs through a combination of in-house and third-party portfolio management.

Erick Primero is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Fifth Third Bank, Parkland Securities, and Nationwide Investment Services Corporation. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines bank affiliation with municipal-advisor registration and provides multiple discretionary managed-account options, including direct indexing and tax-overlay services.

Laura Ingle is a Series 66 registered advisor with PNC Wealth Management who has five years of industry experience. She previously worked at J.P. Morgan Securities LLC and Morgan Stanley. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation only to employees with existing PNC Bank online credentials. The firm uses approved model strategies managed by PNC or third parties, implemented via mutual funds and ETFs with annual rebalancing.

John Schuman is a CFP® and holds a Series 65 license, with 24 years of industry experience. He has worked at Budros, Ruhlin & Roe for 22 years and has been with Corient since 2022, including its affiliate Corient Services LLC since 2023. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions, employing continuous portfolio monitoring and risk management tools.

Levarn Clay is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 designations with 20 years of industry experience. His career includes roles at Nationwide Investment Services Inc., CUNA Brokerage Services, Inc., Valic Financial Advisors, and Chase Investment Services Corp. 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 ProAccount assets, serving a large client base via model portfolios developed by independent financial experts and a recordkeeper-driven, scale-oriented approach.

Mauricio Juarez Flores is a financial advisor with Nationwide Investment Advisors, LLC based in Columbus, OH. He holds Series 65 and Series 63 credentials and has six years of industry experience, including roles at JP Morgan Securities LLC and BMO Harris Bank, N.A. 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 ProAccount assets and serves a large client base using a scale-oriented, recordkeeper-driven model that relies on independent financial experts for portfolio construction and automated enrollment features.

Oleg Prozapas is a financial advisor at Nationwide Investment Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 credentials. His work history includes roles at Nationwide Investment Services Corporation, Randstad, Primerica Advisors, and Primerica Financial Services. 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 ProAccount assets and serves over 250,000 clients with a scale-oriented, recordkeeper-driven model.

Andrew Diano is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Since 2014, he has been associated 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 uses independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Jeramy May is a financial advisor at Janney Montgomery Scott in Columbus, OH, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2018. His prior roles include positions at Wells Fargo Clearing and Robert Baird & Co. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through brokerage services, financial planning, consulting, and multiple advisory programs, combining in-house and third-party portfolio management.