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Kevin S

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Kevin Seimet is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Nationwide Investment Services Corporation and Nationwide Insurance Company since 1991. 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 employs a scale-oriented, recordkeeper-driven model serving over 250,000 clients, relying on independent financial experts for portfolio development and emphasizing automated enrollment and fiduciary oversight for ERISA-covered plans.

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

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Matthew Roberson is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Nationwide Investment Services Corp since 2018, following four years at Nationwide Securities, LLC. Outside of his advisory role, he serves as an independent contractor for Ring Limited. 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 retail participant base within a family of affiliated financial companies.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

James Beck is a financial advisor at Nationwide Investment Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Nationwide Investment Services Corporation since 2016, following prior experience at Summit Investment Management, Ltd. Beck is the owner of Antigua Way Partners, LLC, a non-investment business based in Naples, Florida. Nationwide Investment Advisors, LLC serves primarily retirement plan sponsors and participants through advisory programs such as ProAccount and My Investment Planner. The firm employs a scale-oriented, recordkeeper-driven model with over 250,000 clients and relies on independent financial experts to develop model portfolios.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Joseph Rossi is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Transamerica, and several other firms spanning from 2002 to 2023. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm utilizes independent financial experts to develop model portfolios and manages approximately $16.7 billion in ProAccount assets under discretionary management as of December 31, 2025.

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

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Laura Leigh B

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Laura Leigh Brewster is a Series 66 licensed financial advisor with seven years of industry experience. She is currently with Nationwide Investment Advisors, LLC and previously worked at Raymond James & Associates, Morgan Stanley Private Bank, Morgan Stanley, and Edward Jones. Outside of advisory work, she has held roles in restaurant events and administration at a CPA firm. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, which had approximately $16.7 billion in discretionary assets under management as of year-end 2025. The firm uses a scale-oriented, recordkeeper-driven model focused on ERISA-covered plans and relies on independent experts for portfolio construction.

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

Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

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.

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

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Maybell Dy Fister is a ChFC® credentialed financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. She has 10 years of industry experience and has worked with Nationwide Securities, LLC and Nationwide Financial Network since 2015. Outside of her advisory role, she is involved as a partner in several theatrical ventures, including a Broadway musical investment club and other production companies. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance. The firm manages approximately $16.7 billion in ProAccount assets and utilizes independent financial experts to develop model portfolios, operating on a scale-oriented, recordkeeper-driven platform focused on plan participants and sponsors.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

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.

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

CFP®, ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Seth Freeman is a CFP® and ChFC® with 11 years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. He has worked at Nationwide Investment Services Corporation and Pruco Securities LLC. Outside of his advisory work, he is also engaged as a driver for Uber and Lyft and is involved in sales with Total Connect Marketing. 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 like ProAccount. The firm uses outsourced portfolio construction and automated enrollment to serve a large client base focused on retirement plans.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Kai Chi Y

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Kai Chi Yang is a financial advisor at Nationwide Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Nationwide Investment Services Corp, The Huntington Investment Company, The Huntington National Bank, and PNC Bank. Yang has ownership interests in rental property ventures in Columbus, Ohio. Nationwide Investment Advisors provides advisory services mainly to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner, managing approximately $16.7 billion in ProAccount assets. The firm uses independent experts to develop model portfolios and serves a broad client base with a scale-oriented, recordkeeper-driven approach.

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

Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

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.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

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.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Jorge Aldana Jr. is a financial advisor at Nationwide Investment Advisors, LLC with experience spanning several roles at Nationwide Investment Services Corporation and Principal-related entities since 2019. He holds the Series 63 and Series 65 designations. His background includes positions at Principal Advised Services, Principal Life Insurance Co, Principal Securities, Aerotek, and First Convenience Bank. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through various programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm employs a scale-oriented, recordkeeper-driven model serving over 250,000 clients with nearly 400 advisors and relies on independent experts for portfolio construction and investment lineups.

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

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

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.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

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.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Kenneth Bart is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Principal Life Insurance, Voya Financial, The Prudential Insurance Company of America, and Transamerica Investors Securities 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 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
user avatar

Corey S

ChFC®, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Corey Spindler is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® and Series 66 designations with 11 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2016. Outside of his advisory role, he serves as a manager for Crabapple Island Fairview, LLC. 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 within a large enterprise structure.

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

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Chad Wilhoite is a financial advisor at Nationwide Investment Advisors, LLC with 11 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Wilhoite previously worked at PNC Bank and PNC Investments before joining Nationwide Investment Services Inc. in 2019. 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 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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