Morgan Cocozello is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Nationwide Investment Advisors, Morgan worked at Nationwide Investment Services Corporation and held various roles including positions at Whole Foods Market and The Ohio State University. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, managing assets through programs like ProAccount, which reported approximately $16.7 billion in discretionary assets as of the end of 2025. The firm uses independent financial experts to develop model portfolios and focuses on a scale-oriented, recordkeeper-driven service model.

Andrea Nameche is a financial advisor at Primerica Advisors in Columbus, OH, with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Primerica Advisors and Guardian Life Insurance Co of America since 2008. Outside of her advisory role, she assists with financial and health care power of attorney responsibilities. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing proprietary model portfolios, third-party managers, and digital advice solutions.

Ryan Stocke is a financial advisor at FIFTH THIRD SECURITIES, Inc. with eight years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fifth Third Bank and its affiliated securities firm since 2016. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, combining third-party managers and advisor-directed strategies to meet varying client risk profiles.

Amanda Asherson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Her prior work includes roles at Nationwide Investment Services Corporation, GWFS Equities, and Beneco. 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 number of retail participant accounts through discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Joshua Arnold is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds the ChFC® designation and Series 63 and 65 licenses, and has 20 years of industry experience. Prior to his current role, he has been with Nationwide Investment Services Corp since 2013. Outside of his advisory work, Arnold serves as a board member for MentorKids Kentucky and the Jr Cardinal Rugby Academy, and he owns a business called Blu Moose. 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 within a family of affiliated financial companies.

Avion Johnson is a financial advisor at Empower Advisory Group with Series 65 and Series 63 designations and 1 year of industry experience. He previously worked at American Income Life for seven years and Credit ReInventors for two years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing.

Glenn Lewis is a financial advisor at VOYA Financial Advisors, Inc. with 42 years of industry experience. He holds a Series 63 designation and has been with VOYA since 2014. Outside of his advisory role, he is also an independent insurance agent involved in the sale of fixed insurance products and fixed indexed annuities. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm utilizes a combination of model portfolios and manager-driven strategies, offering both discretionary and non-discretionary investment programs.

Clinton Bakle is a Series 66-licensed financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, and has 14 years of industry experience. He has been with Nationwide Investment Services Corporation since 2011. Outside of his advisory role, he owns a business focused on golf-related videos, guides, and product reviews. 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 employs independent fiduciary experts for portfolio construction and serves a large retail participant base through a variety of discretionary and non-discretionary services.

Joseph Crotty is a CFP® professional with 29 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He has been associated with New York Life Insurance Company since 1996 and has operated Crotty & Associates, LLC since 2007. Outside of his advisory work, he is involved in various real estate ventures through several holding companies. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs with an emphasis on tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Jason Riddle is a financial advisor with PNC Wealth Management in Dublin, Ohio, holding a Series 66 designation and 16 years of industry experience. He previously worked at The Huntington Investment Company for ten years before joining PNC Investments in 2019. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that employs algorithm-driven risk assessment and discretionary management using mutual funds and ETFs.

Kimberly Thomas is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and eight years of industry experience. She has previously worked at Valic Financial Advisor, Inc., Agia, 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 uses independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.

Thomas Bussard is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Nationwide Investment Advisors since 2006 and has been associated with Nationwide Investment Services Corporation since 1998. Based in Columbus, OH, Bussard’s career is focused within the Nationwide family of firms. 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 partners with independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Abdallah Osman is a Series 66-licensed financial advisor at PNC Wealth Management with three years of industry experience. His prior experience includes roles at Morgan Stanley and E*TRADE Securities. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that employs algorithm-driven portfolio strategies executed using mutual funds and ETFs.

Julie Tomblin is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and 23 years of industry experience. She has been with Nationwide Investment Services Corporation since 2016. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and plan participants, including 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.

Andres Velasquez is a financial advisor at VALIC Financial Advisors in Columbus, OH, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at VALIC Financial Advisors since 2013 and at Agia since 2022. Outside of his advisory work, Velasquez serves as a softball umpire for the Lancaster Girls Softball organization. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Matthew Gagnon is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with TIAA and TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm operates a fiduciary model combining point-in-time financial planning with ongoing portfolio management through customizable and model-based managed accounts.

Eldon Malone II is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and has worked at Nationwide Investment Services Corporation since 1997. Nationwide Investment Advisors 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 employs independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Toby Woloshan is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Gahanna, OH, holding Series 63 and Series 65 designations and has 22 years of industry experience. He has been with Fifth Third Securities since 2009. Outside of his advisory role, he co-owns TDL Investments, LLC, which manages investment properties. 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 programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Jeffrey Harper is a financial advisor with Principal Financial Services and holds Series 63 and Series 66 credentials. He has 31 years of industry experience, including prior roles at Waddell & Reed, Inc. From 2025, he serves as Managing Partner at Lake Forest Financial Advisors. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Christopher Greene is a financial advisor with Nationwide Investment Advisors, LLC and holds Series 63 and Series 66 designations. He has eight years of industry experience, including prior roles at Nationwide Investment Services Corporation, MMl Distributors, MassMutual, John Hancock Distributors LLC, and State Farm. 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 serves a large client base with a scale-oriented model, relying on independent financial experts for portfolio construction and focusing exclusively on plan participants and sponsors.