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Lessie E

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Lessie Evans is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked at Nationwide Investment Services Corp since 2017 and previously at LPL Financial from 2011 to 2017. Evans also has longstanding experience with Trustmark Securities and Trustmark National Bank. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets through its ProAccount program. The firm employs a scale-oriented, recordkeeper-driven model focused on plan participants and sponsors, utilizing independent experts for portfolio construction and automated enrollment features.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Brian F

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Brian Fitzpatrick is a financial advisor at Nationwide Investment Advisors, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked with Nationwide Investment Services Corporation since 2011. Outside of his advisory role, Fitzpatrick officiates basketball, baseball, and softball games, and operates a small vegetable stand selling surplus garden produce. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets. The firm employs a scalable, recordkeeper-driven model relying on independent financial experts to develop portfolios and serves a large client base focused on retirement plans.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Katharine B

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Katharine Brent is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked primarily at Nationwide Investment Services Corp since 2013, with a brief tenure at Tifin in 2021-2022. Nationwide Investment Advisors, LLC provides investment advisory services mainly 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 serves a large client base using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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William A

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

William Ahrens is a financial advisor at Nationwide Investment Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Nationwide Investment Services Corporation, Voya Financial Partners, and Transamerica Capital. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and advice for ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and operates within a family of affiliated financial companies that provide custody, recordkeeping, and product services.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Eric A

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Eric Alarcon Fierro is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Transamerica Life Insurance Company, Merrill Lynch, and Bank of America. 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 $16.7 billion in discretionary assets under ProAccount and employs a scale-oriented model serving a large client base mainly composed of plan participants and sponsors.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Jonathon W

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Jonathon Williams is a financial advisor at Nationwide Investment Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Nationwide Mutual Insurance Co. since 2015. Outside of his advisory role, he is the owner of JTEP Holdings, LLC, a non-investment-related business. 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 number of retail participant accounts within a family of affiliated financial companies.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Joshua P

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Joshua Palmer is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including over a decade at 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) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Jimmy H

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Chad M

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Derek P

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Regina P

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Amanda P

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Paul F

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Kayleigh M

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
user avatar

Wade S

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Andrew P

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
user avatar

Benjamin K

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Benjamin Kindred is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds a Series 66 designation and has 19 years of industry experience. Prior to joining Nationwide Investment Services Corp in 2017, he worked at The Huntington Investment Company 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) 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 governed by plan documents and participant risk profiles.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Jerome M

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
user avatar

Frederick T

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
user avatar

Cody M

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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