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 Magyar is a financial advisor at Key Investment Services LLC with 24 years of industry experience. She holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, Chase Investment Services Corp., Nationwide Securities, LLC, and 1717 Capital Management Company. Outside of her advisory role, she is involved with her neighborhood homeowners association in Dublin, Ohio. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services and utilizes a multi-provider model for portfolio management and strategist oversight.

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 at Nationwide Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at 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 uses independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven model.

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.

Paul Yossem is a financial advisor with Nationwide Investment Advisors, LLC based in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Nationwide Investment Services Corporation since 2007. Outside of his advisory role, Yossem serves as a board member at large for the Western Pension and Benefits Council in both Garden Grove and Orange County, CA, and is the board president of Scripps Ranch High School in San Diego. 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 with both discretionary and non-discretionary services within a family of affiliated financial companies.

John Kuhn is a financial advisor with Money Concepts Capital Corp in Galloway, Ohio, holding a Series 63 license and 29 years of industry experience. He has worked at Money Concepts Capital Corp since 2002 and has owned Kuhn Accounting & Financial Services, providing tax return preparation and financial statement compilation, since 1987. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. As an enterprise firm with approximately 431 advisors, it manages multiple programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Benjamin Lozier is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, Ohio, holding a Series 65 credential with 20 years of industry experience. He has worked with Nationwide Investment Services Corporation since 2023 and previously with Nationwide Fund Distributors LLC from 2012 to 2023. 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 retail participant base within a family of affiliated financial companies.

Kyle Burley is a financial advisor at Nationwide Investment Advisors, LLC with 14 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Nationwide Investment Services Corp and Equitable Advisors. Outside of his advisory work, he owns and operates the Burley Outdoors YouTube channel. 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 employs a scale-oriented, recordkeeper-driven model serving over 250,000 clients, focusing on plan participants and sponsors rather than high-net-worth or business clients.

Greg Sabin is a ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Nationwide Investment Services Corporation since 2005. Outside of his advisory work, Sabin is involved in performing comedy at the Sacramento Comedy Spot and contributes as a freelance writer for Sacramento Magazine and Inside Publications. He also participates in nonprofit music activities with the Sacramento Traditional Jazz Society and works part-time in voice-over and acting. Nationwide Investment Advisors, LLC 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 uses independent fiduciary experts to develop model portfolios and serves roughly 270,000 clients with a focus on retirement-plan business.

Christopher Stanton is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 23 years of industry experience. Stanton has been with Nationwide Investment Services Corp since 2012. 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 employs a scale-oriented, recordkeeper-driven model and collaborates with independent financial experts to develop its investment offerings.

Kevin Calegari is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and with Nationwide Investment Services Corporation since 2004. Outside of his advisory role, he serves as president of the Southern Tier Bicycle Club. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice tailored to ERISA 401(k) plans 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 relative to its advisory headcount.

Alec Marshak is a financial advisor at Transamerica Financial Advisors with four years of industry experience. He holds a Series 65 designation and has worked at several firms including Morgan Stanley and Strategic Value Partners LLC. Marshak is also a licensed life insurance agent affiliated with Transamerica’s related agencies. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

James Brennan is a financial advisor at Nationwide Investment Advisors, LLC with 17 years of industry experience. He holds Series 65 and Series 66 designations. His prior work history includes positions at Nationwide Investment Services Corporation, Morgan Stanley, Merrill, Jackson National Life Distributors, Kestra Investment Services, and Wells Fargo Clearing. Brennan serves on the board of Let Me Run, a nonprofit organization based in Charlotte, NC. 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 utilizes independent financial experts to develop model portfolios, focusing on a scalable, recordkeeper-driven approach for ERISA-covered plans.

Charles De Luca is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at LPL Financial and multiple positions at Miami University. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, charitable organizations, and corporations. The firm provides investment management, financial and tax planning, and consulting services, employing a mix of analysis techniques and both proprietary and third-party strategies.

Robert Lee is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, American Benefits Exchange, ProEquities, Inc., Illinois Mutual Life Insurance, and The Prudential Insurance Company of America. 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Matthew Gayman is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Nationwide Investment Services Corporation since 2005. Outside of his advisory role, he is involved with the Roseview Homeowners Association in Scottsdale, Arizona. 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 manage model portfolios and serves a large retail participant base through a comprehensive suite of retirement-plan services.

Jacob Williams is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including United Planners' Financial Services of America and Gilmore Enterprises, Inc DBA GA Financial Resources. Outside of his advisory role, he has maintained a career as a self-employed musician since 2008. Cambridge Investment Research Advisors serves a diverse clientele that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a range of portfolio management strategies and platforms tailored to client objectives.

Jeffrey D. Wolfe, CIMA®, CPFA, CRPC®, PIA, RAFA, is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager at Merrill Lynch Wealth Management. He is the founder of The Wolfe Group, where he manages the wealth management process for high-net-worth individuals and small businesses. His work emphasizes risk management of concentrated equity positions, portfolio design, and investment management. He also focuses on creating and implementing high probability outcomes for clients’ financial futures by evaluating lifestyle income and expenditure assumptions with a strong emphasis on downside risk assessment. Jeffrey has managed discretionary personalized and defined investment strategies, including individual stocks and bonds, Merrill model portfolios, and third-party investment solutions. His client focus areas include college education planning, divorce transition planning, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, and retirement income. Jeffrey has been with Merrill Lynch since 1995. He holds a Bachelor of Science in Business Administration with a major in Finance from The Ohio State University and an MBA from The University of Chicago Booth School of Business. Jeffrey’s professional designations include Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In his personal time, he enjoys baseball, boating, camping, fishing, hiking, reading, running, and traveling.

Aurelia Jackson is a financial advisor at Primerica Advisors with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Pediatric Academic Association/Nationwide Children's Hospital for 20 years. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, primarily using model-driven strategies managed by third-party asset managers. The firm operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.