Phillip Carbajal is a financial advisor at Nationwide Investment Advisors, LLC with 12 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His career includes roles at firms such as Voya Financial Advisors, Cambridge Investment Research, and LPL Financial. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets through programs like ProAccount. The firm operates a scale-oriented, recordkeeper-driven model that focuses on ERISA-covered plans and participant delivery features such as directed enrollment and qualified default investment alternative (QDIA) use.

Leslie Hollerman is a financial advisor at Nationwide Investment Advisors, LLC with 16 years of industry experience. She holds the ChFC® designation and Series 63 and Series 65 licenses. Since 2016, she has worked with Nationwide Investment Services Corp. 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 serves a large client base through a scale-oriented, recordkeeper-driven model that emphasizes outsourced portfolio construction and automated enrollment.

John Knausz is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Nationwide Investment Services Corp since 2013. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including ERISA 401(k) 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 within a family of affiliated financial companies serving as custodians and recordkeepers.

John Steggell is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds the ChFC® designation and Series 63 and 65 licenses, with 30 years of industry experience. His prior work includes roles at Nationwide Investment Services Corp and Fidelity Brokerage Services. 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.

Gary Vandia is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63, 65, and 66 licenses and possessing 35 years of industry experience. He has been with Hornor, Townsend & Kent since 2016 and concurrently works with Penn Mutual Life Insurance Company. Vandia is also an agent involved in insurance brokerage through McCloy Financial Services and 1847Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside investment advice.

Michelle Seitz is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Nationwide Investment Services Corporation since 2006 and previously worked at Valic Financial Advisors from 2003 to 2006. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, which manages approximately $16.7 billion in discretionary assets. The firm serves a large client base using a scale-oriented, recordkeeper-driven model supported by independent financial experts for portfolio management.

Michelle Murphy is a financial advisor at Nationwide Investment Advisors, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Nationwide Investment Advisors since 2006, with prior roles at Nationwide Investment Services and Aetna Life and Casualty. Outside of her advisory work, she owns Murphy Apiary and serves as treasurer of the Chester County Beekeepers Association. 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 a combination of discretionary and non-discretionary services.

John Archer is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. He holds the CFP® and ChFC® designations and has been with Nationwide Investment Services Corporation since 2001. Based in Columbus, OH, Archer’s career has been focused within the Nationwide family of companies. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including ERISA 401(k) 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.

Robert Kissler is a CFP® and ChFC® with 25 years of experience in the financial industry. He has been with Nationwide Investment Services Corporation since 2000. He is based in Columbus, OH. Nationwide Investment Advisors, LLC 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.

Eric Wiegandt is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has worked at Fifth Third Securities since 2001. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and an optional tax-overlay service, operating as a subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.

Nick Ziegenbusch is a CFA® charterholder with 12 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. He has worked at Nationwide Funds Distributor LLC since 2018 and previously at Nationwide Investment Services Corporation from 2013 to 2018. 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 manages a large number of retail participant accounts within a family of affiliated financial companies offering custodial and recordkeeping services.

Kenneth Kelbel is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and has a long-term association with Nationwide Investment Services Corp and The Variable Annuity Marketing Company. Outside of finance, he has worked with American Golf Corporation and North Branch High School. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and manages a large number of retail participant accounts within a family of affiliated financial companies.

Jeffrey Ritchey is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to his current role, he worked at Prism Marketing for one year. Nationwide Investment Advisors, LLC primarily serves retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, managing approximately $16.7 billion in ProAccount assets as of December 2025. The firm employs a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment to serve over 250,000 clients.

Tracy Childers is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and 18 years of industry experience. Prior to joining Nationwide Investment Services Corp in 2020, Childers worked at ICMA RC and HomeMaker. 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 client base through a comprehensive suite of discretionary and non-discretionary services.

Michelle Escobedo is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Nationwide Investment Services Corporation since 2002. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, offering a range of discretionary and non-discretionary services supported by independent fiduciary experts and affiliated financial companies.

Leanne Luttges is a financial advisor at Nationwide Investment Advisors, LLC with 22 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Nationwide Investment Services Corporation since 2016. Based in Columbus, OH, she works within a large enterprise firm serving primarily retirement plan sponsors and participants. Nationwide Investment Advisors provides investment advice and managed-account solutions focused 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.

Paul Morganski is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including nearly three decades with Nationwide and 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 utilizes independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Susan Wilson is a financial advisor at Nationwide Investment Advisors, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Nationwide Investment Services Corporation since 2017. Prior to that, she spent 19 years at Benefitscorp Equities, Inc. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, specializing in 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.

Philip Lindsay 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 worked 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 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 for portfolio construction and investment recommendations.

Angelique Bonilla is a financial advisor with Nationwide Investment Advisors, LLC based in Columbus, OH, holding Series 63 and Series 66 licenses with one year of industry experience. Her prior roles include positions at Charles Schwab & Co., Inc. and Retirement Protectors INC. She has also worked at Gradient Securities, LLC and Nationwide Investment Services Corporation. Nationwide Investment Advisors, LLC 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 uses independent financial experts to develop model portfolios and serves a large client base with a scale-oriented, recordkeeper-driven model focused on retirement plans.