Michael Ross is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 65 credential and 25 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2002. Outside of his advisory work, he serves as a commercial coordinator for the Columbus Blue Jackets NHL team, managing TV and radio commercials during games. 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 with a range of discretionary and non-discretionary services.

Timothy Colvin is a financial advisor with Principal Financial Services in Dublin, Ohio, holding 38 years of industry experience. He has worked with Principal Securities since 2016 and with Principal Life Insurance Company since 1998. His other business activity includes serving as an insurance agent for fixed life, annuities, disability income, group, long-term care, and health insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, 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.

Christopher Walling is a financial advisor at Stratos Wealth Partners, Ltd with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stratos Wealth Partners since 2010. His prior experience includes roles at LPL Financial, Morgan Stanley, and Citigroup Global Markets. Walling has also authored a book titled "Financial Strategies for Corporate Executives." Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture, advisor-driven model that integrates multiple third-party platforms and managers to provide customized portfolio management and planning solutions.

Wendy Shaw is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Nationwide Investment Services Corporation since 1999. Shaw serves as a board member for Turning Point, an organization supporting domestic violence services in Delaware and Marion Counties, Ohio. 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 emphasizes the use of independent fiduciary experts for portfolio construction and manages a large number of retail participant accounts within a family of affiliated financial companies.

Jorge Aldana Jr. is a financial advisor at Nationwide Investment Advisors, LLC with Series 63 and Series 65 credentials and over six years of experience. His prior roles include positions at Nationwide Investment Services Corporation, Principal Advised Services, and Principal Life Insurance Co. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, utilizing model portfolios developed by independent financial experts and offering programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm focuses on scalable, recordkeeper-driven solutions with discretionary and non-discretionary management.

Michael Burkhart is a Chartered Financial Consultant (ChFC®) with 30 years of experience in the financial services industry. He has been with Nationwide Investment Advisors, LLC since 2006 and has worked with Nationwide Investment Services Corporation and Nationwide Insurance Company since 1994. Based in Columbus, OH, he holds Series 63 and Series 65 licenses. 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 through discretionary and non-discretionary services within a family of affiliated financial companies.

Eric Schoonover is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and 24 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, 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 number of retail participant accounts within a family of affiliated financial companies.

Kenneth Bart is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Principal Life Insurance, Voya Financial, The Prudential Insurance Company of America, and Transamerica Investors Securities 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 uses independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Corey Spindler is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® and Series 66 designations with 11 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2016. Outside of his advisory role, he serves as a manager for Crabapple Island Fairview, LLC. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice for ERISA 401(k) plans and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services within a large enterprise structure.

Chad Wilhoite is a financial advisor at Nationwide Investment Advisors, LLC with 11 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Wilhoite previously worked at PNC Bank and PNC Investments 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) and public 403(b)/457(b) plans. The firm employs independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.

Brandon Casturo is a financial advisor at Nationwide Investment Advisors, LLC with four years of industry experience. He holds a Series 65 credential and has previously worked at Nationwide Investment Services Corp, Tailored Management, Kroger, and Colonial Life. Outside of advising, he is a self-published author, a self-employed artist, and works as an equipment operator. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice for ERISA 401(k) plans 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 while operating within a family of affiliated financial companies.

Dustin Van Atta is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has been with Nationwide Investment Services Corporation since 2016. 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 and serves a large client base with a scale-oriented, recordkeeper-driven model relying on outsourced portfolio construction and automated enrollment.

Eugene Heflin is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and has 28 years of industry experience. He has worked at Stratos Wealth Partners since 2010 and previously worked at Morgan Stanley and Citigroup Global Markets. Heflin operates in Columbus, OH, and dedicates the majority of his time to providing investment advisory services through Stratos Wealth Partners. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions. Their model is IAR-driven, featuring an open-architecture approach that integrates multiple third-party platforms and managers for customized portfolio management and active monitoring.

Samuel Ennen is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has been with Nationwide Investment Services Corporation since 2015 and has been affiliated with Nationwide since 2006. 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Kimberly Hynes is a financial advisor at Nationwide Investment Advisors, LLC with four years of industry experience. She holds Series 66 and Series 63 licenses and has worked at several firms, including Nationwide Investment Services Corporation, Empower Advisory Group, and New York Life Insurance Company. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering investment advisory services through programs like ProAccount, which had approximately $16.7 billion in assets under discretionary management as of December 31, 2025. The firm utilizes independent financial experts to develop model portfolios, focusing on a scale-oriented, recordkeeper-driven approach.

William Gallagher is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior work includes roles at A&R Creative Group, Chipotle Mexican Grill, and The Ohio State University. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and the Advice Program, managing approximately $16.7 billion in discretionary assets as of the end of 2025. The firm uses a large-scale, recordkeeper-driven model supported by independent financial experts to deliver portfolio management and fiduciary services.

John Mchugh is a CFP® professional with 24 years of industry experience, currently serving at Corient since 2022. His prior experience includes 25 years at Budros, Ruhlin & Roe. He is a finance committee member for LifeCare Alliance and serves on the investment committee for the Upper Arlington Community Foundation. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a goals-based, team investment approach integrating in-house strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

Kimberly Nelson is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. She has worked at Janney Montgomery Scott since 2018, following two years at Wells Fargo Clearing. In addition to her advisory role, she has been involved with Younique Cosmetics since 2014. 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 client base, including individuals, families, trusts, corporate sponsors, and municipal clients, offering brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Brendan Morrison is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He 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) 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.

Sebastian Cooper is a financial advisor at Nationwide Investment Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Nationwide Investment Services Corporation and Prudential. Outside of advisory work, he is involved in non-variable insurance sales and drives for Uber Technologies Inc. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, managing approximately $16.7 billion in discretionary assets. The firm uses independent financial experts to develop portfolios and focuses on a scale-oriented, recordkeeper-driven model with automated enrollment features.