Daniel Wrzesien is a financial advisor with Nationwide Investment Advisors, LLC based in Columbus, OH. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked with Nationwide Investment Services Corporation since 2008 and Nationwide Provident since 2005. 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 discretionary ProAccount assets and serves a large client base using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction.

Zechariah Joshua Hairston is a financial advisor with PNC Wealth Management in Columbus, OH. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at J.P. Morgan Securities, Morgan Stanley, Discover Financial Services, and the State of Ohio. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithmic questionnaires to recommend risk bands and implements investments through approved model strategies with mutual funds and ETFs.

Anthony Steel is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Nationwide Investment Services Corp, J.P. Morgan Securities LLC, and Edward Jones. 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 over 250,000 clients with a scale-oriented, recordkeeper-driven model supported by independent financial experts for portfolio construction.

Jamie Rizer is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Corient in Columbus, OH. His prior work includes twelve years at Budros, Ruhlin & Roe and roles at CIPW Service Company and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Julie Miramontes is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials with 19 years of industry experience. She has been with Nationwide Investment Services Corporation since 2007. 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 manages a large number of retail participant accounts within a family of affiliated financial companies.

Allen Spain is a CFP® professional with 25 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. His prior work includes roles at AllianceBernstein Investments, Jackson National Life Distributors, and Merrill. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm employs a scale-oriented, recordkeeper-driven model, serving a large client base mainly through outsourced portfolio construction and automated enrollment.

Scott Murray is a CFA® charterholder with three years of experience, currently advising at Nationwide Investment Advisors, LLC. He has been with Nationwide Financial since 2014 and serves as an adjunct professor at Franklin University and Kentucky State University. Additionally, he is the Chair of the Board of Directors for New Albany Montessori School. 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 assets under discretionary management. The firm utilizes independent financial experts to develop model portfolios and serves a large client base focused on retirement plans through a scale-oriented, recordkeeper-driven model.

Douglas Rhyu is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Nationwide Investment Advisors and Nationwide Investment Services Corporation 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 uses independent fiduciary experts for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Mouna Bouhajra is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Northwestern Mutual Investment Services LLC and Nationwide Life Insurance. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Jacob Richter is a financial advisor at Nationwide Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Nationwide Investment Services Corporation, Jackson National Life Distributors LLC, Jefferson National Securities Corporation, Bluegrass Capital Advisors, and MoneyLife Partners, Inc. He is based in Columbus, Ohio. Nationwide Investment Advisors, LLC specializes in providing investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets. The firm employs a scale-oriented, recordkeeper-driven model focused on ERISA-covered plans and relies on independent financial experts for portfolio development.

Gary Haddle is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Nationwide Investment Services Corp since 2018 and previously at Aerotek Recruiting. Outside of finance, he serves as a ropes course leader for the Joy Outdoor Education Center. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, managing over $16 billion in discretionary assets through programs such as ProAccount. The firm relies on independent financial experts for portfolio construction and serves a large client base through a scale-oriented, recordkeeper-driven model.

Jana Castanon is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and nine years of industry experience. Her prior roles include positions at Principal Securities Inc., Principal Life Insurance Company, Prudential, and Ameriprise Financial Services Inc. 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 for portfolio development and serves a large retail participant base within a family of affiliated financial companies.

Eric Rogers is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Dublin, OH, holding Series 63 and Series 65 licenses and one year of industry experience. He has worked with Fifth Third Securities since 2025 and has prior experience at Fifth Third Bank, 20/20 Communications Inc, and Mosaic Sales Solutions US. FIFTH THIRD SECURITIES, Inc. serves a broad mix of individual and institutional clients through both investment advisory and brokerage channels, offering multiple program types and third-party portfolio managers via its Passageway Managed Account Program. The firm is a wholly owned subsidiary of Fifth Third Bank and supports a variety of investment strategies including mutual fund and ETF models, separately managed accounts, and tax-focused services.

Loan Nguyen is a financial advisor at Nationwide Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Prudential Annuities Distributors, Inc. Outside of his advisory role, Nguyen owns Nail Image, a business based in Philadelphia. 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.

Ethan Rivera is a financial advisor at Nationwide Investment Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Nationwide Investment Services Corporation, Raymond James & Associates, Fidelity Investments, and Thrivent Financial. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions for ERISA 401(k) and public 403(b)/457(b) plans. The firm employs independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services within a large enterprise structure.

Derek Welch is a ChFC® and Series 66–licensed advisor with 19 years of industry experience. He is currently affiliated with Kestra Advisory Services LLC and Kestra Investment Services, LLC, having previously worked at Nationwide Investment Services Corporation for 16 years. Welch serves as Vice President and General Counsel at Kestra Advisory Services and holds a similar role at COMP Consulting Companies, LLC, providing consultation on business and individual planning. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, providing services including fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional clients, including sovereign wealth funds.

Rita Hellmann is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 63 and Series 65 designations and has 12 years of industry experience. Prior to her current role, she was associated with Nationwide Investment Services Corporation and was involved with 1st United Methodist Church for six years. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and plan participants, including ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.

Daniel Black is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has five years of industry experience. His previous roles include positions at Nationwide Investment Services Corporation and MassMutual Northwest, as well as experience working with the Washington Legislature and the Mercatus Center. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through advisory programs like ProAccount, My Investment Planner, and Smart Alliance. The firm manages approximately $16.7 billion in discretionary assets and employs a scale-oriented, recordkeeper-driven approach with outsourced portfolio construction and automated enrollment.

Rachel Roher is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked previously at Merit Wealth Management, Ascensus, and Hamilton Capital, among other firms. Outside of her advisory role, Roher serves as a Clinical Counseling Intern at Rooted & Restored Counseling in Columbus, Ohio. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through various programs, including ProAccount, their main discretionary offering managing approximately $16.7 billion in assets. The firm employs a scale-oriented, recordkeeper-driven model that serves a large client base with a focus on automated enrollment and outsourced portfolio construction.

Frank Clegg III is a Certified Financial Planner® (CFP®) and Chartered Financial Consultant (ChFC®) with 45 years of experience in the financial industry. He has worked with Commonwealth Equity Services, Inc. since 1986 and previously with Columbus Financial Concepts from 1985 to 2011. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 affiliated advisors and their individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.