John Knausz is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Nationwide Investment Services Corp since 2013. 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 utilizes independent fiduciary experts to develop model portfolios and manages a large number of retail participant accounts within a family of affiliated financial companies serving as custodians and recordkeepers.

Kelli Lynn is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. Her career includes roles at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company since 2023, as well as Princor Financial Services and Principal Life Insurance from 2016 to 2023. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through advice programs that provide asset allocation, contribution rate, and retirement age guidance, offering both managed portfolios and non-discretionary recommendations. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to tailor advice and operates at scale with over 212,000 clients and 301 advisors.

John Steggell is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds the ChFC® designation and Series 63 and 65 licenses, with 30 years of industry experience. His prior work includes roles at Nationwide Investment Services Corp and Fidelity Brokerage Services. 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 within a family of affiliated financial companies.

Curtis Cutler is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and has worked previously at firms including JPMorgan Chase and Smithfield Foods. Voya Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of model portfolios, both in-house and external strategists, and technology-driven tools to implement investment recommendations, with a notable emphasis on non-discretionary client relationships.

Gary Vandia is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63, 65, and 66 licenses and possessing 35 years of industry experience. He has been with Hornor, Townsend & Kent since 2016 and concurrently works with Penn Mutual Life Insurance Company. Vandia is also an agent involved in insurance brokerage through McCloy Financial Services and 1847Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside investment advice.

Michelle Seitz is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Nationwide Investment Services Corporation since 2006 and previously worked at Valic Financial Advisors from 2003 to 2006. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, which manages approximately $16.7 billion in discretionary assets. The firm serves a large client base using a scale-oriented, recordkeeper-driven model supported by independent financial experts for portfolio management.

Michelle Murphy is a financial advisor at Nationwide Investment Advisors, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Nationwide Investment Advisors since 2006, with prior roles at Nationwide Investment Services and Aetna Life and Casualty. Outside of her advisory work, she owns Murphy Apiary and serves as treasurer of the Chester County Beekeepers Association. 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 a combination of discretionary and non-discretionary services.

John Archer is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. He holds the CFP® and ChFC® designations and has been with Nationwide Investment Services Corporation since 2001. Based in Columbus, OH, Archer’s career has been focused within the Nationwide family of companies. 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 employs independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Robert Kissler is a CFP® and ChFC® with 25 years of experience in the financial industry. He has been with Nationwide Investment Services Corporation since 2000. He is based in Columbus, OH. Nationwide Investment Advisors, LLC 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 uses independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Eric Wiegandt is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has worked at Fifth Third Securities since 2001. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and an optional tax-overlay service, operating as a subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.

Nick Ziegenbusch is a CFA® charterholder with 12 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. He has worked at Nationwide Funds Distributor LLC since 2018 and previously at Nationwide Investment Services Corporation from 2013 to 2018. 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 manages a large number of retail participant accounts within a family of affiliated financial companies offering custodial and recordkeeping services.

Kenneth Kelbel is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and has a long-term association with Nationwide Investment Services Corp and The Variable Annuity Marketing Company. Outside of finance, he has worked with American Golf Corporation and North Branch High School. 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 utilizes independent fiduciary experts for portfolio construction and manages a large number of retail participant accounts within a family of affiliated financial companies.

James Ryan is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2020. Prior to joining Mercer, he worked for First Ohio Planning, LLC from 2007 to 2020. He is also the owner of First Ohio Planning, which provides life, disability, and long-term care insurance, and a part-owner of JSR Family Investments, a land development investment company. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios with multi-factor tilts, utilizing a variety of implementation options and offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and consulting services.

Jeffrey Ritchey is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to his current role, he worked at Prism Marketing for one year. Nationwide Investment Advisors, LLC primarily serves retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, managing approximately $16.7 billion in ProAccount assets as of December 2025. The firm employs a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment to serve over 250,000 clients.

Tracy Childers is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and 18 years of industry experience. Prior to joining Nationwide Investment Services Corp in 2020, Childers worked at ICMA RC and HomeMaker. 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 to develop model portfolios and serves a large client base through a comprehensive suite of discretionary and non-discretionary services.

Daniel Jacobs Sr. is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 credential and 34 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and was previously with Voya Financial Partners, LLC from 2004 to 2011. Jacobs also operates as an independent insurance agent, selling fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of model portfolios, outside and in-house strategists, and technology tools to provide financial planning and portfolio management, with a notable focus on non-discretionary client relationships.

Andrew Johnston is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation. He has 15 years of prior experience at Shipman, Dixon & Livingston Co. LPA and has been with his current firms since 2026. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party advisory solutions, and a range of financial planning and consulting services.

Denice Chun is a financial advisor with Stratos Wealth Partners, Ltd. She holds Series 63, 65, and 66 licenses and has 26 years of industry experience. Her prior roles include seven years at LPL Financial and six years running Hong Kong Bakery & Deli. 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 from financial planning to outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

Michelle Escobedo is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Nationwide Investment Services Corporation since 2002. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, offering a range of discretionary and non-discretionary services supported by independent fiduciary experts and affiliated financial companies.

Leanne Luttges is a financial advisor at Nationwide Investment Advisors, LLC with 22 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Nationwide Investment Services Corporation since 2016. Based in Columbus, OH, she works within a large enterprise firm serving primarily retirement plan sponsors and participants. Nationwide Investment Advisors provides investment advice and managed-account solutions focused 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.