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.

Edward Heacock Jr. 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 with Mwa Financial Services, Inc. since 2008 and with Modern Woodmen of America since 2007. Outside of his advisory roles, he has managed rental properties since 2009. 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 serves approximately 270,000 clients through a network of 335 advisors.

John Wile is a financial advisor at Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Fifth Third Securities since 1999. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, high-net-worth clients, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Bradley Roach 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 four years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, Randstad, and Safelite Solutions, as well as self-employment managing an irrevocable trust. 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 independent financial experts to develop model portfolios and serves a large client base with a scale-oriented, recordkeeper-driven approach.

Susan Gyuro is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. She has been with Nationwide Investment Services Corporation since 2002. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm manages approximately $16.7 billion in ProAccount assets, serving over 250,000 clients with a scale-oriented, recordkeeper-driven model that relies on independent financial experts for portfolio construction.

Tina Hohl is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and bringing 34 years of industry experience. She has been with VOYA Financial Advisors since 2014. Outside of her advisory role, she volunteers with Junior Achievements of OKI Partners, teaching elementary students the basics of money, spending, and saving. VOYA Financial Advisors, Inc. is an enterprise-scale firm that serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm provides financial planning, portfolio management, and retirement advisory services using a combination of in-house and third-party strategies, with offerings delivered through a large network of representatives.

Alpeshkumar Patel is a financial advisor at Nationwide Investment Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Nationwide Investment Services Corporation, Fisher Investments, Park Avenue Securities, Guardian Life Insurance Company, Ironoak Wealth LLC, and Meridian Credit Union. 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 under discretionary management and serves a large client base through a scale-oriented, recordkeeper-driven model.

Jacob Barrera is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Merrill Lynch, Bank of America, Voya Financial Advisors, and GWFS Equities. He is also an independent insurance agent involved in the sales of fixed insurance products. 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 uses independent financial experts to develop model portfolios and focuses on a scale-oriented, recordkeeper-driven approach serving a large client base of plan participants and sponsors.

Geno Frissora is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 12 years of industry experience, including over a decade at Nationwide Investment Services Corporation before joining Guardian Life in 2025. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, retirement plan sponsors, charities, and businesses. The firm provides a range of financial planning and investment management solutions, including discretionary and model-based strategies supported by proprietary and third-party platforms.

Constance Shaw is a financial advisor at Nationwide Investment Advisors, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at ADP Broker Dealer, Inc. and ADP Inc. from 2007 to 2018. Since 2019, she has been with Nationwide Investment 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 uses independent fiduciary experts to develop model portfolios and serves a large retail participant base within a family of affiliated financial companies.

Martin Roesch is a financial advisor with Valic Financial Advisors in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Valic Financial Advisors since 1996 and also works with Agia. Outside of his advisory role, he serves as a volunteer board member (trustee) for Wolves, Inc., overseeing clubs at Worthington Kilbourne High School. 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, and brokerage services, utilizing Envestnet UMA models with integrated tax and ESG overlay options.

Richard Stahl is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Nationwide Investment Services Corp since 2017 and previously spent a year with Nationwide. Outside of his advisory role, he serves as a referee for the Ohio High School Athletic Association. 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 utilizes independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven approach focused on plan participants and sponsors.

Gordon Brookhart is a financial advisor with Guardian Life in Columbus, OH, holding Series 63 and Series 65 designations and 44 years of industry experience. He has worked at Guardian Life since 2015 and previously held roles at New England Securities and Fidelity. Outside of his advisory work, he is involved in harness racing and holds a license to drive racehorses. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, offering a range of brokerage and investment advisory services. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party solutions tailored to client needs.

Mark Obrock is a financial advisor at Stratos Wealth Partners, Ltd with eight years of industry experience. He holds a Series 65 designation and has previously worked at Hamilton Capital Management, Inc. Outside of his primary role, he serves as an Assistant Portfolio Manager at Parkview Partners Capital Management in Columbus, OH. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

Christopher Adams is a financial advisor at Nationwide Investment Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Nationwide Investment Services Corporation, Nationwide Insurance, Allstate Insurance Company, The Prudential Insurance Company of America, and Pruco Securities, LLC. 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Darren Lopes is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, with 23 years of industry experience. He holds Series 66, 63, and 65 designations. Before joining Nationwide Investment Services Corporation in 2025, he worked at TIAA and TIAA-CREF from 2011 to 2023. Nationwide Investment Advisors, LLC primarily serves retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance, managing approximately $16.7 billion in discretionary assets. The firm operates a scale-oriented, recordkeeper-driven model that relies on independent financial experts to develop portfolios and focuses exclusively on plan participants and sponsors.

Val Gonzalez is a financial advisor at Nationwide Investment Advisors, LLC with 20 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Nationwide Investment Advisors in 2021, he worked at Nationwide Securities, LLC from 2008 to 2021. Outside of his advisory role, Gonzalez serves as President of the Columbus chapter of Prospanica and holds leadership positions with Nationwide Children’s Hospital and Pelotonia. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants. The firm uses independent fiduciary experts to develop model portfolios and serves roughly 270,000 retail participant accounts, focusing on retirement-plan business through a family of affiliated financial companies.

Nancy Chavez is a financial advisor at Nationwide Investment Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Nationwide Investment Services Corporation since 2013. Based in Columbus, OH, she works within a large enterprise firm specializing in retirement plan advisory services. 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 uses independent fiduciary experts to develop model portfolios and serves a large client base through both discretionary and non-discretionary services.