Jimmy Hammock is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Nationwide Investment Services Corp since 2017 and previously at Lubbock Central Appraisal District from 2013 to 2017. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including 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 within a family of affiliated financial companies.

Chad Metzger is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Nationwide Investment Services Corporation since 2009. Outside of his advisory role, he serves as treasurer for both the Stonewyck Manor HOA and the Hilliard Davidson Touchdown Club. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets through programs such as ProAccount. The firm employs a scale-oriented, recordkeeper-driven model relying on independent financial experts to develop portfolios and serves over 250,000 clients with a focus on plan participants and sponsors.

Brady Nolan is a financial advisor with TIAA-CREF in Dublin, Ohio, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining TIAA-CREF, he worked at Bank of America, Merrill, and Northwestern Mutual, among other firms. He serves as a board trustee for the Westerville Library Foundation, participating in endowment management and fundraising efforts. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers a range of advisory services, including model-based and customized portfolio management, and acts as adviser to a donor-advised fund.

Beth Anthony is a financial advisor at William Blair with 26 years of industry experience. She joined William Blair in 2026 after 22 years at Stifel Nicolaus & Co., Inc. She holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients with discretionary and non-discretionary investment management, financial planning, and wealth services. The firm employs an active, research-driven approach across multiple asset classes and offers access to proprietary models, third-party sub-managers, and private investment opportunities.

Derek Philpot is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has worked at Nationwide Investment Services Corp since 2012. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets through programs like ProAccount. The firm utilizes independent financial experts to develop model portfolios and implements a scale-oriented, recordkeeper-driven approach focused on ERISA-covered plans.

Tobias Cardone Jr. is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding a Series 63 designation and 43 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC from 2005 to 2011. Outside of his advisory work, he is also an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to support both discretionary and non-discretionary management strategies across a broad product platform.

Regina Ponce is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Since 2009, she has worked with Nationwide Investment Services Corporation. 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 while operating within a family of affiliated financial companies.

Clayton Schindley is a financial advisor at Fifth Third Securities, Inc. in Columbus, OH. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Fifth Third Securities, he worked at 5/3 Bank and Huntington Bank, among other roles. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, with a range of strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

Amanda Pollay is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 designations and five years of industry experience. She previously worked at Wells Fargo from 2016 to 2020 before joining Nationwide Investment Services Corp, where she has been employed since 2020. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets through programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm employs a scale-oriented, recordkeeper-driven model and relies on independent financial experts for portfolio construction and investment recommendations.

Peter Christie is a financial advisor with Citizens Securities, Inc. in Columbus, OH, where he has worked since 2019. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to Citizens Securities, he was with JP Morgan Securities LLC and owns a custom home theater installation business, Hollywood Home Cinema. He also serves as President of the Olde Charted Trail Property Association. Citizens Securities serves a broad retail client base, offering investment advisory programs alongside brokerage and insurance services. The firm provides ETF-based portfolios through a digital advisory program and a Managed Account program, and operates as a broker-dealer and insurance agency.

Matthew Steciow is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Creative Planning since 2016. He holds the Series 66 designation and is based in Columbus, OH. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm manages approximately $295.6 billion in assets and employs a financial-planning-led investment approach that incorporates low-cost indexing, direct indexing, and selective private market exposure.

Paul Fuller is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked for TIAA-CREF and Tiaa for 20 years before joining Nationwide Investment Advisors and Nationwide Investment Services Corporation in 2026. Nationwide Investment Advisors provides investment advisory services mainly to retirement plan sponsors and participants, managing assets through programs such as ProAccount, which had approximately $16.7 billion in discretionary assets under management as of December 31, 2025. The firm uses independent financial experts to develop model portfolios and focuses on a scale-oriented, recordkeeper-driven model serving a large client base largely comprised of plan participants and sponsors.

Kayleigh Moreau is a financial advisor at Nationwide Investment Advisors, LLC with six years of industry experience. She holds the Series 66 designation and has worked at Nationwide Investment Services Corporation since 2025, GWFS Equities, Inc. since 2017, and previously with the State of Indiana from 2014 to 2017. 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 manages a large number of retail participant accounts within a family of affiliated financial companies.

Wade Sundermann is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with Nationwide Investment Services Corporation since 2000. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance, using outsourced portfolio construction and automated enrollment to manage a large client base efficiently.

Andrew Pierce is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at Nationwide Investment Services Corp and Voya Financial Advisors. 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 engages independent fiduciary experts for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Benjamin Kindred is a financial advisor at Nationwide Investment Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Nationwide Investment Services Corp, The Huntington Investment Company, J.P. Morgan Securities, and Chase Investment Services Corp. Nationwide Investment Advisors primarily serves 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 focuses on a scale-oriented, recordkeeper-driven approach.

Constance Butler is a financial advisor with Valic Financial Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Valic Financial Advisors since 2004 and also works with Agia since 2022. Outside of her advisory role, she is an ambassador for Plexus Worldwide, a health products distributor, though she does not actively market or sell products. Valic Financial Advisors primarily serves U.S.-based 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, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Jerome Mosley Jr. is a financial advisor at Nationwide Investment Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Nationwide Investment Services Corporation since 2003. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including 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.

Frederick Taylor is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior work includes roles at Nationwide Investment Services Corp, Independent Financial Partners, LPL Financial, 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 discretionary assets under ProAccount and operates a scale-oriented, recordkeeper-driven model focused on plan participants and sponsors.

Cody Meyerdirk is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2017 and previously spent three years with Voya Financial Advisors. Outside of his advisory role, Cody holds part-time positions in sales, merchandising data, and accounting. 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 manages approximately $16.7 billion in ProAccount assets and utilizes independent financial experts to develop model portfolios, serving a large client base with a recordkeeper-driven, scale-oriented approach focused on ERISA-covered plans.