Nicholas Roddy is a financial advisor at Transamerica Financial Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and Brenamen Insurance and Financial Services. He is also involved in the sales of insurance and annuity products through firms affiliated with Transamerica. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with a mix of proprietary and third-party model portfolios.

Benjamin Kuhn is a financial advisor with Key Investment Services LLC in Columbus, OH, holding a Series 66 designation and two years of industry experience. He has held roles at KeyBank NA, Huntington Bank, and Chase Bank since 2012. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and employs a multi-provider model combining platform services, strategist portfolios, and manager oversight, with integration across KeyCorp affiliates for additional financial services.

Isaac Meyers is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 10 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also associated with Central Ohio Financial Management Group and Ameritas Life Insurance Corp since 2017. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and consulting services and utilizes multiple program platforms that incorporate model portfolios, mutual funds, ETFs, and individual securities.

Amber Peters is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at Nationwide Investment Services Corporation since 2007 and is involved in multiple business activities, including managing The Riverside Theater Bar in Milwaukee. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, with a focus 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 a network of 335 advisors.

Patrick Walsh is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses with three years of industry experience. He has worked at Nationwide Investment Services Corporation since 2023 and has prior experience in real estate and property management through roles at JC Penny Realty and American Homes Rental & Management. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in assets under its ProAccount program. The firm employs a scale-oriented, recordkeeper-driven model focused on retirement plans, utilizing independent financial experts for portfolio construction and offering both discretionary and non-discretionary advisory services.

Carol Schuler is a financial advisor at Key Investment Services LLC with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at KeyBank and its affiliated entities since 2009. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model combining platform services from Envestnet with portfolio design from the Key Wealth Chief Investment Office and third-party managers.

Kevin Seimet is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 34 years of industry experience. He has worked with Nationwide Investment Services Corporation and Nationwide Insurance Company since 1991. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance. The firm employs a scale-oriented, recordkeeper-driven model, managing approximately $16.7 billion in ProAccount assets with a large client base and reliance on outsourced portfolio construction and automated enrollment.

Devon Henry is a CFP® and Series 65-registered advisor with Mariner in Columbus, OH. He has seven years of experience in the financial industry, including roles at Fifth Third Bank and First Commonwealth Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, with an emphasis on discretionary, customized portfolios supported by a robust investment team and integrated tax and accounting capabilities.

Matthew Roberson is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Nationwide Investment Services Corp since 2018, following four years at Nationwide Securities, LLC. Outside of his advisory role, he serves as an independent contractor for Ring Limited. 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.

Hannah Mc Kinley is a financial advisor with Empower Advisory Group in Columbus, OH, holding Series 63 and Series 66 licenses and two years of industry experience. She previously worked at J.P. Morgan Chase & Company and Tampa Financial Group. Outside of her advisory role, she serves as Assistant Treasurer for the Church of the Living God International Inc., a 501(c)(3) nonprofit organization. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s services combine proprietary and third-party methodologies focused on long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

James Beck is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior work includes positions at Summit Investment Management, Ltd. and Nationwide Investment Services Corporation. Outside of advisory work, he is the owner of Antigua Way Partners, LLC, a company based in Naples, FL. 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 serves a large client base with a scale-oriented, recordkeeper-driven model, emphasizing outsourced portfolio construction and automated enrollment.

Joseph Rossi is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Transamerica, and several other firms spanning from 2002 to 2023. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm utilizes independent financial experts to develop model portfolios and manages approximately $16.7 billion in ProAccount assets under discretionary management as of December 31, 2025.

Gregory Sperber is a financial advisor at Nationwide Investment Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Nationwide Investment Services Corporation, NYLIFE Securities LLC, New York Life Insurance Co, and Thrivent Financial for Lutherans. 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 serves an extensive client base with a scale-oriented, recordkeeper-driven model, focusing on ERISA-covered plans and relying on independent experts for portfolio construction.

Laura Leigh Brewster is a Series 66 licensed financial advisor with seven years of industry experience. She is currently with Nationwide Investment Advisors, LLC and previously worked at Raymond James & Associates, Morgan Stanley Private Bank, Morgan Stanley, and Edward Jones. Outside of advisory work, she has held roles in restaurant events and administration at a CPA firm. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, which had approximately $16.7 billion in discretionary assets under management as of year-end 2025. The firm uses a scale-oriented, recordkeeper-driven model focused on ERISA-covered plans and relies on independent experts for portfolio construction.

Kimberly Sparks is a financial advisor at Nationwide Investment Advisors, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Nationwide Investment Services Corp since 2019. Her prior experience includes roles at VOYA Financial Advisors and KDS Financial Corp. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice focused on ERISA 401(k) and public 403(b)/457(b) plans. The firm collaborates with independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Maybell Dy Fister is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC®, Series 65, and Series 63 credentials and has 11 years of industry experience. She has been with Nationwide Financial Network since 2015. Outside of her advisory role, she is a partner in several theatrical ventures, including Dramatic Bard and Dramatic Queens, which are focused on Broadway musical investments. Nationwide Investment Advisors primarily serves retirement plan sponsors and plan participants through discretionary and non-discretionary investment programs such as ProAccount, managing approximately $16.7 billion in assets under management. The firm employs a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment, focusing exclusively on plan-related clients.

Jeffrey Francis is a financial advisor at Nationwide Investment Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Nationwide Investment Advisors since 2006, following earlier work at Nationwide Investment Services Corporation and Ceridian Investment Advisers Inc. Outside of his advisory work, he serves as Board Chair for the Zoning Board of Appeals in the Village of Penn Yan, New York. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance. The firm employs a scale-oriented, recordkeeper-driven model supported by independent financial experts for portfolio construction and focuses exclusively on plan participants and sponsors.

Seth Freeman is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 11 years of industry experience. He is currently with Nationwide Investment Advisors, LLC and has previously worked at Nationwide Investment Services Corporation and Pruco Securities LLC. Outside of his advisory role, Freeman has worked as a driver for ride-sharing services Uber and Lyft, as well as a salesman for Total Connect Marketing. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets. The firm uses a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and serves a large client base mainly through automated enrollment and discretionary management programs.

Jakob Sweeney is a financial advisor at Nationwide Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Merrill, Bank of America, and AXA Advisors. Outside of his advisory role, he is involved as a landlord with an Airbnb property. 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 serves a large retail participant base within a family of affiliated financial companies.

Kai Chi Yang is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 credentials and 15 years of industry experience. His prior roles include positions at Nationwide Investment Services Corp, The Huntington Investment Company, The Huntington National Bank, and PNC Bank. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering discretionary investment programs such as ProAccount, which manages approximately $16.7 billion in assets. The firm emphasizes a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.