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Abigail K
ChFC®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Abigail Kuo is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 25 years of industry experience, including roles at Nationwide Investment Services Corporation, Kestra Financial, Global Retirement Partners, and LPL Financial. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, managing approximately $16.7 billion in discretionary assets. The firm utilizes independent financial experts to develop model portfolios and relies on a scale-oriented, recordkeeper-driven model focused on plan participants and sponsors.
John T
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
John Thompson is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Secure Future Advisor, and Fifth Third Securities. Outside of his advisory work, he is involved in rental property purchasing and selling. 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 manages approximately $16.7 billion in ProAccount assets and uses a scale-oriented, recordkeeper-driven model that serves a large client base with outsourced portfolio construction and automated enrollment.
Nancy F
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Nancy Feilbach is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. Her prior roles include positions at SagePoint Financial and Nationwide Investment Services Corp. Outside of finance, she works as a sales associate at Bath & Body Works and provides customer service for sporting events through ProEm. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions for ERISA 401(k) and public 403(b)/457(b) plans. The firm relies on independent fiduciary experts to develop model portfolios and manages a large number of retail participant accounts within a family of affiliated financial companies.
Sarita N
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Sarita Null is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior roles include positions at Nationwide Investment Services Corporation, Guardian Life Insurance Company, and Park Avenue Securities. She also works as a consultant outside of her advisory role. 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 both discretionary and non-discretionary services.
David S
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
David Schnegelberger is a financial advisor at Nationwide Investment Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Nationwide Investment Services Corporation, Mutual of America Securities LLC, CoAdvantage, and Mutual of Omaha. 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.
Lauren R
Series 63, Series 65, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Lauren Ryan is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and bringing nine years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, UBS Financial Services, and Pacific Pulmonary Services. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount and My Investment Planner, managing approximately $16.7 billion in discretionary assets as of the end of 2025. The firm operates a scale-oriented model focused on ERISA-covered plans and utilizes independent financial experts to develop portfolio strategies implemented under discretionary or non-discretionary arrangements.
John T
Series 63, Series 65, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
John Turk is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Fiduciary Pension Partners, LLC, and GWFS Equities, Inc. He is based in Columbus, Ohio. Nationwide Investment Advisors, LLC specializes in providing investment advisory services to retirement plan sponsors and participants, managing significant assets primarily through programs like ProAccount. The firm employs a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment, serving over 250,000 clients with nearly 400 advisers.
Bina K
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Bina Kumar is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Nationwide Investment Services Corporation since 2003. Outside of her advisory role, she serves as an Alternative appointed Design Review Board Member for the Village of Plandome Manor in New York. 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.
Olutayo S
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Olutayo Shenbanjo is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has worked with Nationwide Securities, LLC and Nationwide Securities Inc since 2008. 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 manages approximately $16.7 billion in discretionary assets and serves over 250,000 clients using a model that emphasizes scale, recordkeeper-driven solutions, and outsourced portfolio construction.
Marshall G
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Marshall Goff is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Nationwide Investment Services Corporation since 2008. Nationwide Investment Advisors 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.
Ethan M
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Ethan Molitor is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and having six years of industry experience. His work history includes roles at Nationwide Investment Services Corp and several other organizations, including Kent State University and State Farm Insurance. Nationwide Investment Advisors, LLC primarily provides investment advisory services to retirement plan sponsors and participants, managing nearly $16.7 billion in ProAccount assets as of the end of 2025. The firm serves a large client base through a scalable, recordkeeper-driven model that emphasizes outsourced portfolio construction and automated enrollment.
Randall N
CFP®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Randall Neis is a CFP® professional with 24 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. He has previously worked at ICMA Retirement Corporation for 16 years before joining 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) plans 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 both discretionary and non-discretionary services within a family of affiliated financial companies.
Clayton B
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Clayton Benton is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses. He has 23 years of industry experience and has been with Nationwide Investment Services Corporation since 2009. 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.
Kristopher D
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Kristopher Davis is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Nationwide Investment Services Corp and Great American Insurance Group. He owns a rental property in Lutsen, MN, which he manages on a limited, non-investment basis. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, leveraging independent financial experts to develop model portfolios implemented under discretionary arrangements. The firm manages approximately $16.7 billion in ProAccount assets and focuses on a recordkeeper-driven, scale-oriented approach.
Matthew R
CFP®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Matthew Ring is a CFP® with 17 years of experience in the financial services industry. He is currently with Nationwide Investment Advisors, LLC and has been affiliated with Nationwide Investment Services Corporation and Tailored Management since 2008. 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 partners with independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.
David B
ChFC®, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
David Bazzel is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation and Series 66 license, and has 20 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Chase Investment Services Corp., and Ameriprise. Outside of advising, he is co-owner of Beach State of Mind, a non-investment-related business, and serves as president and board member of Westtown Church in Tampa, FL. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing programs such as ProAccount, which had approximately $16.7 billion in assets under management as of December 31, 2025. The firm’s approach involves relying on independent financial experts for portfolio construction and serves a large client base through a scale-oriented, recordkeeper-driven model.
Martin B
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Martin Burch is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 23 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, including 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 client base within a family of affiliated financial companies.
Ronald L
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Ronald Leclair is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Nationwide Investment Services Corporation since 2001. Nationwide Investment Advisors specializes in providing 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 client base through discretionary and non-discretionary services governed by plan documents and participant risk profiles.
Lorraine R
Series 65, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Lorraine Rodriguez is a financial advisor at Nationwide Investment Advisors, LLC with 23 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at firms including Fidelity Investments, Icma Rc, Uvest Financial Services Group, and Morgan Stanley Dw Inc. 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 serves a large client base through a scale-oriented, recordkeeper-driven model, relying on independent financial experts for portfolio construction and offering fiduciary services for ERISA-covered plans.
Jim M
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Jim Montgomery is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at MetLife, Mass Mutual, and Citizens Bank. Montgomery is also a Notary Public. 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 uses independent financial experts to develop model portfolios and serves a large client base with a scale-oriented, recordkeeper-driven approach.
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