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Elizabeth V

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Elizabeth Valenzuela is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Ameriprise and Frost Bank, as well as over a decade at Frost Investment Advisors, LLC. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets through its ProAccount program. The firm uses independent financial experts to develop model portfolios and focuses on a scale-oriented, recordkeeper-driven approach with an emphasis on ERISA-covered plans.

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

Series 63, Series 65, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Kristopher Feldmeyer is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Cetera, Cetera Investment Services LLC, and First Merchants Bank. He is based in Columbus, Ohio. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm serves a large client base with a scale-oriented, recordkeeper-driven model and relies on independent financial experts for portfolio construction.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Richard Ohde is a financial advisor at Nationwide Investment Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at Nationwide Investment Services Corp, Nationwide Securities, LLC, Chase Investment Services Corp., UBS Financial Services, and Nationwide Investment Advisors, LLC. 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 and relies on independent financial experts for portfolio construction while serving a large client base through a recordkeeper-driven model.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Brenda Anderson is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She has been with Nationwide Investment Advisors since 2006 and has worked with Nationwide Investment Services Corporation since 2000. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets under discretionary management as of December 31, 2025. The firm serves a large client base through a scale-oriented, recordkeeper-driven model, focusing exclusively on retirement plans rather than high-net-worth or corporate clients.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Joseph Cain is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Nationwide Investment Services Corporation since 2011. 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 serves a large client base using 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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Rachel B

CFP®, ChFC®, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Rachel Bolen is a CFP® and ChFC® with three years of industry experience. She is currently an advisor at Nationwide Investment Advisors, LLC and has previously worked at Fidelity Investments and Breed's Hill Wealth Management. Outside of finance, she has experience in education and martial arts instruction. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner. The firm manages over $16 billion in discretionary assets and serves a large client base through a scale-oriented, recordkeeper-driven model that emphasizes outsourced portfolio construction and automated enrollment.

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

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Bobbi Langan is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior roles include positions at AGIA, VALIC Financial Advisor, Inc., Morgan Stanley, and USAA 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 employs independent fiduciary experts for portfolio construction and manages a large client 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 L

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

James Lindeboom is a financial advisor at Nationwide Investment Advisors, LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at Nationwide Securities, LLC since 2009 and Nationwide Investment Services Corporation since 1997. He serves as a board member of the Windgate Square Condo Association in Columbus, OH. 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 approximately 270,000 retail participant accounts through a family of affiliated financial companies.

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

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Claude Gregory is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience and has worked at Nationwide Investment Services Corp since 2017. Gregory is also involved outside of finance as a principal at Interior Facilities Design, LLC. 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 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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Benjamin L

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Benjamin Levy is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Nationwide Investment Services Corp, h2 Insights, UPS, and Walgreens. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in assets through programs like ProAccount. The firm employs independent financial experts for portfolio development and serves a large client base via a scale-oriented, recordkeeper-driven model focused on automated enrollment and plan participant services.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Brenda De Vecchio is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and having 12 years of industry experience. Her prior roles include positions at Nationwide Investment Services Corp, Ameriprise Financial/Structure Financial Group, and Massachusetts Mutual Life Insurance Company. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and fiduciary services focused on ERISA 401(k) plans 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 and recordkeeping services.

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

William K

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

William Kelly is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, MML Distributors, LLC, Massachusetts Mutual Life Insurance Company, and Voya Financial. Nationwide Investment Advisors, LLC specializes in providing investment advisory services 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.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Anthony Cefalu is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with various Nationwide entities since 2007, including Nationwide Investment Services Corp and Nationwide Securities, LLC. Outside of his advisory role, he is employed at Morton Barber Learning School and is the author of two books published in 2006. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary ProAccount assets as of year-end 2025. The firm employs a scale-oriented, recordkeeper-driven model, serving over 250,000 clients with roughly 398 advisers and relying on independent financial experts for portfolio construction and advisory support.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Michael Ott is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Corebridge Capital Services, Inc., American General Life Insurance, and Nationwide Investment Services Corporation. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary ProAccount assets as of December 31, 2025. The firm employs a scale-oriented, recordkeeper-driven model serving over 250,000 clients, focusing on ERISA-covered plans through outsourced portfolio construction and automated enrollment features.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Kevin Devine is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including over 26 years with Nationwide Investment 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 uses independent fiduciary experts to develop model portfolios and serves as an ERISA fiduciary in certain contexts, managing a large number of retail participant accounts relative to its advisory headcount.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Jessica Neal 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 with Nationwide Investment Services Corp since 2003. 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 manages 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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Mark M

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Mark Monahan is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds Series 63 and Series 66 licenses and has 26 years of industry experience, including 23 years at Nationwide Investment Services. Outside of his advisory role, Monahan serves as a referee for USA Hockey. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, offering discretionary investment management supported by independent financial experts. The firm manages approximately $16.7 billion in ProAccount assets and emphasizes a scale-oriented, recordkeeper-driven model focused exclusively on plan participants and sponsors.

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

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Joshua Byrd is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and having five years of industry experience. His prior work includes roles at GWFS Equities, Inc., NYLIFE Securities LLC, and New York Life Insurance Company. 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 manages approximately $16.7 billion in ProAccount assets and employs a scale-oriented, recordkeeper-driven model that serves a large client base via outsourced portfolio construction and automated enrollment.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Frank Mccafferty is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and with Nationwide Investment Services Corporation since 2001. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner. The firm serves over 250,000 clients with a focus on scalable, recordkeeper-driven solutions and outsourced portfolio management.

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

Tiaira M

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Tiaira Mc Cloud is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She has worked with Nationwide Investment Services Corp since 2020 and Nationwide Financial since 2019. Prior to that, her experience includes roles in sales and retail across various companies. 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 for ProAccount and serves a large client base through a scale-oriented, recordkeeper-driven model using outsourced portfolio construction and automated enrollment.

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