Joseph Rossi is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Charles Schwab, Transamerica, Princor Financial Services Corporation, and Principal Life Insurance Co. Nationwide Investment Advisors specializes in providing 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 as an ERISA fiduciary in certain contexts, managing a large number of retail participant accounts within a family of affiliated financial companies.

Gregory Sperber is a financial advisor at Nationwide Investment Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Nationwide Investment Services Corporation, NYLIFE Securities LLC, New York Life Insurance Co, and Thrivent Financial for Lutherans. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm serves an extensive client base with a scale-oriented, recordkeeper-driven model, focusing on ERISA-covered plans and relying on independent experts for portfolio construction.

Laura Leigh Brewster is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and seven years of industry experience. She has previously worked at Raymond James & Associates, Morgan Stanley Private Bank, and Edward Jones. Outside of finance, she has experience working in restaurant events and administration roles. Nationwide Investment Advisors primarily provides investment advisory services to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets as of the end of 2025. The firm serves a large client base through a scale-oriented, recordkeeper-driven model that emphasizes automated enrollment and outsourced portfolio construction.

Brian Koch is a financial advisor with Voya Financial Advisors, Inc. and Koch Cushing Financial Group, holding a Series 66 credential and 14 years of industry experience. He has been with Voya since 2015 and currently owns Koch Cushing Financial Group, which provides financial advising and retirement planning services. Koch also works as an independent insurance agent selling fixed insurance products. Voya Financial Advisors, Inc. serves a broad mix of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting through multiple program structures, primarily providing non-discretionary advice rather than discretionary management.

Kimberly Sparks is a financial advisor at Nationwide Investment Advisors, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Nationwide Investment Services Corp since 2019. Her prior experience includes roles at VOYA Financial Advisors and KDS Financial Corp. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice focused on ERISA 401(k) and public 403(b)/457(b) plans. The firm collaborates with independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Franklin Collins is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Aspen Energy, JPMorgan Chase Bank, and Reliant Capital Solutions. 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 account holders. The firm offers integrated services that include point-in-time financial plans and optional managed account solutions, operating within plan lineups selected by plan sponsors.

Maybell Dy Fister is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation along with Series 65 and Series 63 licenses. She has 10 years of industry experience and has been associated with Nationwide Securities, LLC and Nationwide Financial Network since 2015. Outside of her advisory role, she is a partner in multiple theatrical ventures, including Dramatic Bard and Dramatic Circle, a Broadway musical investment club. Nationwide Investment Advisors, LLC provides investment advisory services primarily 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 under discretionary management and serves a large client base with a scale-oriented, recordkeeper-driven approach focused on retirement plans.

Jeffrey Francis 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 Advisors since 2006 and Nationwide Investment Services Corporation since 2004. Outside of his advisory role, he serves as Board Chair and a member of the Zoning Board of Appeals for the Village of Penn Yan, NY. 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 for portfolio construction and manages a large number of retail participant accounts within a family of affiliated financial companies.

Seth Freeman is a CFP® and ChFC® with 11 years of industry experience, currently serving with Nationwide Investment Advisors, LLC in Columbus, OH. His prior work includes multiple roles at Nationwide Investment Services Corporation and positions outside the financial sector such as sales and driving for ride-share companies. Seth’s experience spans both financial services and various other business activities. Nationwide Investment Advisors, LLC provides 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, utilizing independent financial experts to develop model portfolios and automated enrollment features.

Jakob Sweeney is a financial advisor at Nationwide Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Merrill, Bank of America, and AXA Advisors. Outside of his advisory role, he is involved as a landlord with an Airbnb property. 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 uses independent fiduciary experts to develop model portfolios and serves a large retail participant base within a family of affiliated financial companies.

Michael Helsel is a financial advisor with Voya Financial Advisors, Inc. in Columbus, Ohio, holding a Series 66 credential and over 21 years of industry experience. His career includes roles at Lance Capital LLC, The Verdi Agency, LLC, and The Verdi Group. Outside of advisory work, he owns and manages several holding companies. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary arrangements and operates both as an SEC-registered investment adviser and broker-dealer.

Kai Chi Yang is a financial advisor at Nationwide Investment Advisors, LLC with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Nationwide Investment Services Corp, The Huntington Investment Company, The Huntington National Bank, and PNC Bank. Outside of his advisory role, he co-owns a rental property management business in Columbus, Ohio. 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 focuses on a scalable, recordkeeper-driven model, managing approximately $16.7 billion in ProAccount assets and serving over 250,000 clients with a large team of advisers.

Michael Ross is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 65 credential and 25 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2002. Outside of his advisory work, he serves as a commercial coordinator for the Columbus Blue Jackets NHL team, managing TV and radio commercials during games. 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 uses independent fiduciary experts to develop model portfolios and serves a large retail participant base with a range of discretionary and non-discretionary services.

Timothy Colvin is a financial advisor with Principal Financial Services in Dublin, Ohio, holding 38 years of industry experience. He has worked with Principal Securities since 2016 and with Principal Life Insurance Company since 1998. His other business activity includes serving as an insurance agent for fixed life, annuities, disability income, group, long-term care, and health insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Christopher Walling is a financial advisor with Stratos Wealth Partners, Ltd in Columbus, OH, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Stratos Wealth Partners since 2010 and has also worked with LPL Financial since 2009. Walling authored a book titled "Financial Strategies for Corporate Executives." Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios.

Wendy Shaw is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Nationwide Investment Services Corporation since 1999. Shaw serves as a board member for Turning Point, an organization supporting domestic violence services in Delaware and Marion Counties, Ohio. 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 emphasizes the use of independent fiduciary experts for portfolio construction and manages a large number of retail participant accounts within a family of affiliated financial companies.

Jorge Aldana Jr. is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 credentials and over six years of industry experience. His prior work includes roles at Principal Advised Services, Principal Securities, and Principal Life Insurance Co. He has also worked at Aerotek and First Convenience Bank. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets as of December 2025. The firm emphasizes a scalable, recordkeeper-driven model supported by independent financial experts to develop model portfolios and serves a large client base focused exclusively on retirement plans.

Michael Burkhart is a Chartered Financial Consultant (ChFC®) with 30 years of experience in the financial services industry. He has been with Nationwide Investment Advisors, LLC since 2006 and has worked with Nationwide Investment Services Corporation and Nationwide Insurance Company since 1994. Based in Columbus, OH, he holds Series 63 and Series 65 licenses. 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 uses independent fiduciary experts to develop model portfolios and serves a large retail participant base through discretionary and non-discretionary services within a family of affiliated financial companies.

Dustin Dillon is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at Ameriprise and various positions within Huntington’s affiliated entities. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment approach, offering multiple wrap-fee programs and combining third-party and proprietary model management.

Eric Schoonover is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Nationwide Investment Services Corp since 2012. 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 for portfolio construction and serves a large number of retail participant accounts within a family of affiliated financial companies.