Mauro Avila is a financial advisor at Nationwide Investment Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Nationwide Investment Services Corporation, Farmers Financial Solutions, and Wells Fargo in various capacities. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner, managing approximately $16.7 billion in ProAccount assets. The firm serves a large client base using a scale-oriented, recordkeeper-driven model and relies on independent financial experts to develop model portfolios and investment lineups.

Christopher Wilson is a financial advisor with Eagle Strategies (NY Life) based in Dublin, Ohio. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, including roles at Nylife Securities LLC and New York Life Insurance Co since 2008. Outside of his advisory work, he volunteers as an assistant baseball coach. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple advisory programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Sean Czepiel is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63, Series 65, and Series 66 licenses and has 15 years of industry experience. His prior roles include positions at Edward Jones, MassMutual Financial Group, and RMR Wealth Builders, Inc. 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 utilizes independent financial experts to develop model portfolios, serving a large client base with a scale-oriented, recordkeeper-driven approach.

Hannah Burt is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and possessing four years of industry experience. Her prior roles include positions at Nationwide Investment Services Corporation, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Citibank. 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, managing approximately $16.7 billion in ProAccount assets as of December 31, 2025. The firm employs a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment, focusing exclusively on plan participants and sponsors.

Justin James is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Fifth Third Securities and its affiliated entities since 2010. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, corporate clients, and institutional investors. The firm’s platform offers multiple discretionary managed-account options and incorporates features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and use of established clearing and advisory platforms.

Jacob Beddow is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fifth Third Securities, he worked at Fifth Third Bank, Target, and Columbus State Community College. Outside of his advisory role, he works part-time as a food delivery driver for DoorDash in Columbus, OH. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through investment advisory and brokerage services. The firm offers multiple program types via its Passageway Managed Account Program, utilizing third-party portfolio managers and a variety of strategies ranging from mutual funds and ETFs to separately managed accounts with tax overlay and direct indexing options.

Jason Dixon is a Series 66-licensed financial advisor with 27 years of industry experience. He is currently with Nationwide Investment Advisors, LLC and has previously worked at firms including KeyBank, TD Ameritrade, and Scottrade. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, utilizing a model that relies on independent financial experts for portfolio construction and automated enrollment. The firm manages a substantial client base through programs such as ProAccount, focusing on a scale-driven, recordkeeper-based approach.

Jeffrey Waldeck is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Charles Schwab for 22 years before joining Nationwide Investment Services Corp in 2019. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm manages approximately $16.7 billion in ProAccount assets and operates a scale-oriented, recordkeeper-driven model focused on retirement plans.

Allison Salyer is a financial advisor with VOYA Financial Advisors, Inc. in Westerville, OH, holding a Series 66 designation and 25 years of industry experience. She has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC from 2008 to 2011. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines model portfolios, in-house and third-party strategists, and technology-enabled tools to provide financial planning, portfolio management, and retirement advisory services through a broad network of investment adviser representatives.

Weltha Smith is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 designations and 12 years of industry experience. She has worked with Nationwide Investment Services Corp since 1997. Outside of financial services, she is the owner of Small Town Nail Spa in Helena, AL. 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 uses independent experts to develop model portfolios and operates a scale-oriented, recordkeeper-driven model focused on plan participants rather than high-net-worth or corporate clients.

Ross Hoewischer is a CFP® professional with 19 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2006. He has also been with Fifth Third Bank since 2005. 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 other institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique municipal-advisor registration.

Matthew Snyder is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 credential and 25 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC. Outside of advising, Snyder works as an independent contractor officiating interscholastic and youth football and baseball games. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategies, model portfolios, and technology-enabled tools to manage accounts primarily on a non-discretionary basis while offering some discretionary management options.

Edward Putnoky Jr. is a financial advisor with SPC in Columbus, OH, holding 38 years of industry experience. He has worked with SPC and Sigma Financial Corporation since 2016. Outside of his advisory role, he operates Monarch Financial Group, an insurance agency specializing in life and health insurance sales. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary advisory functions.

Jason Gaylor is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016 and previously worked at Money Concepts Capital Corp from 2009 to 2016. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model, utilizing technology platforms and third-party managers to implement a range of investment strategies.

Nolan Gladieux is a CFA® charterholder and holds a Series 65 license, with nine years of industry experience. He currently serves at Corient, where he has worked since 2022, following a seven-year tenure at Budros, Ruhlin & Roe. Nolan is based in Columbus, Ohio. Corient provides investment advisory and financial planning services to a wide range of clients, 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 managers and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Venus Rosario is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 63 and Series 65 credentials and has eight years of industry experience. Prior to her current role, she worked at Nationwide Investment Services Corp and Nationwide Retirement Solutions. 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 serves a large number of retail participant accounts within a family of affiliated financial companies.

Steven Jesenko is a financial advisor at Nationwide Investment Advisors, LLC with 26 years of industry experience. He holds the ChFC® designation and Series 65 license, and has worked at Nationwide Investment Services Corporation since 2010. 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 ProAccount assets and serves a large client base with a scale-oriented, recordkeeper-driven model that relies on outsourced portfolio construction and automated enrollment.

Raul Vargas is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His work history includes roles at Nationwide Investment Services Corp., Human Interest, Gallagher Benefit Services, Newport Group, Inc., and Massachusetts Mutual Life Insurance Company. Nationwide Investment Advisors primarily provides investment advisory services to retirement plan sponsors and participants, using model portfolios developed by independent experts and serving a large client base through a scale-oriented, recordkeeper-driven approach.

Thomas Roberts is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Bank and Fifth Third Securities since 2024, following prior roles at KeyBank and other financial institutions. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Drew Brenner is a Series 65-licensed financial advisor with Nationwide Investment Advisors, LLC in Columbus, Ohio, bringing 11 years of industry experience. He previously worked at Nationwide Investment Services Corporation and Nationwide Funds Distributors LLC. Brenner serves in the U.S. Air Force Reserves and owns Covrett Arms, a small arms instruction business in Delaware, Ohio. 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 a family of affiliated financial companies.