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Edward H
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
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.
Bradley R
ChFC®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
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 G
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Susan Gyuro is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds the Series 63 and Series 65 designations and has 24 years of industry experience, all 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 and My Investment Planner. The firm manages approximately $16.7 billion in ProAccount assets and utilizes independent financial experts for portfolio development while serving a large client base focused on retirement plans.
Alpeshkumar P
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
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 B
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
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.
Constance S
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
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.
John L
Series 63, Series 66
Boise, ID
Nationwide Investment Advisors, LLC
John Lamm is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and has worked with Nationwide Investment Services Corporation since 1989. Outside of his advisory work, he is self-employed in construction. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, specializing in ERISA 401(k) and public 403(b)/457(b) plans. The firm employs 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.
Richard S
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Richard Stahl is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked at Nationwide Investment Services Corp since 2017 and previously spent a year at Nationwide. Outside of his advisory role, he serves as a referee for the Ohio High School Athletic Association, a position he has held since 2000. 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. The firm utilizes independent financial experts to develop model portfolios and maintains a scale-oriented, recordkeeper-driven model focused on plan-related clients.
Christopher A
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
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 L
Series 63, Series 65, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Darren Lopes is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63, 65, and 66 licenses and 23 years of industry experience. He previously worked at TIAA and TIAA-CREF for 12 years and has been with Nationwide Investment Services Corporation since 2025, with a medical leave period from 2023 to 2025. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount discretionary assets. The firm employs a scale-oriented, recordkeeper-driven model, focusing exclusively on plan participants and sponsors through automated enrollment and outsourced portfolio construction.
Val G
ChFC®, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
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 C
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
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.
Jonathan F
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Jonathan Fry is a financial advisor at Nationwide Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Nationwide Investment Services Corporation and ADP-related entities in various capacities since 2016. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm employs a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and serves a large client base through discretionary and non-discretionary arrangements.
Traci B
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Traci Back is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with Nationwide Investment Services Corporation since 2014. 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 retail participant base within a family of affiliated financial companies.
James K
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
James Keeler is a financial advisor with Nationwide Investment Advisors, LLC in Phoenix, AZ. He holds Series 63 and Series 65 designations and has 30 years of industry experience. He has been with Nationwide Investment Services Corporation since 1995. 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.
Nikki C
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Nikki Cibelli is a Series 66 licensed financial advisor with 16 years of industry experience. She is currently with Nationwide Investment Advisors, LLC, where she has worked since 2021, following eight years at PNC Investments LLC. Outside of her advisory role, she is a retail consultant for Rodan + Fields and an individual seller on Etsy. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance. The firm uses independent financial experts to develop model portfolios and serves a large number of clients via a scale-oriented, recordkeeper-driven model focused on retirement plan participants.
Mary C
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Mary Campbell is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been associated with Nationwide Investment Services Corporation since 1994. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through discretionary programs like ProAccount, managing approximately $16.7 billion in assets. The firm uses independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven approach focused on retirement plans.
Sharon W
Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Sharon Wilson is a Series 65-licensed financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. She has 27 years of industry experience and has been with Nationwide Investment Services Corporation since 2002. Outside of her advisory role, she is active as a real estate agent in Florida and also sells cosmetics through Mary Kay. 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 number of retail participant accounts within a family of affiliated financial companies.
Ninoska C
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Ninoska Calzadilla is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked at Nationwide Investment Services Corp since 2013. 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 manages a large number of participant accounts within a family of affiliated financial companies.
Christopher B
CFP®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Christopher Brie is a CFP® professional with seven years of industry experience. He is currently with Nationwide Investment Advisors, LLC and has previously worked at Tailored Management, The Blackwell Inn, and Campus Grinds. Outside of advisory work, he is co-owner of 227 Yachtclub Ltd in Columbus, OH. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants, focusing on scalable, recordkeeper-driven solutions such as ProAccount. The firm manages approximately $16.7 billion in discretionary assets and leverages independent financial experts to develop model portfolios for its client base.
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