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Angela B

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Angela Buchanan is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. She holds Series 63 and Series 65 licenses and has 30 years of industry experience. Her career includes longstanding roles at Nationwide Investment Services Corporation and Fulton County Government, as well as involvement with Khakis. 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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Kristin R

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Kristin Reilly is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Nationwide Investment Services Corporation since 2011. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions for ERISA 401(k) plans and public 403(b)/457(b) plans. The firm employs independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services within a large retirement-plan-focused platform.

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

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Nathan Shevelow is a financial advisor at Nationwide Investment Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at The Huntington Investment Company and The Huntington National Bank. He also spent four years at The Ohio State University. 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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Karen S

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Karen Socola is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, Ohio, holding Series 63 and Series 65 licenses and having 11 years of industry experience. She has been associated with Nationwide Investment Services Corporation since 2014. Outside of her advisory role, she owns a rental property business in Clifton Park, New York. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets as of the end of 2025. The firm employs a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment, focusing exclusively on plan clients rather than high-net-worth or corporate accounts.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Carla Jimenez is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and 65 licenses and bringing 41 years of industry experience. She has worked at Nationwide Investment Services Corp since 2013, with prior positions at Merrill and UBS Financial Services. Jimenez serves as secretary for the St. Frederick and St. Stephen Service Club in Edisto Island, SC. 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 manages substantial assets under discretionary management and uses independent experts for portfolio construction, focusing on large-scale plan administration rather than high-net-worth clients.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Thomas Tyson is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Nationwide Investment Services Corp since 2020 and previously spent nine years at Invesco Distributors, Inc. 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 a large client base with a scale-oriented, recordkeeper-driven model 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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Nikolas V

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Nikolas Victor 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 10 years of industry experience and has worked at Nationwide Investment Services Corporation since 2015. 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 employs independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services within a large client base focused on retirement-plan business.

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

ChFC®, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Brandy Dom is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® and Series 65 designations and possessing 19 years of industry experience. She has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2005. Dom serves as a board member and on the financial committee for At Home By High, a nonprofit organization based 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) 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.

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

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Jacob Sours is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 14 years of industry experience. Since 2011, he has been affiliated with Nationwide Services Investment 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 utilizes independent fiduciary experts to develop 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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Michael R

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Michael Richardson is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Nationwide Investment Services Corp since 2019 and previously at Gwfs Equities, Inc. from 2016 to 2019. Nationwide Investment Advisors primarily serves 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 utilizes independent financial experts for portfolio construction, focusing on a large scale client base within the retirement plan sector.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Christopher Groh is a financial advisor at Nationwide Investment Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Nationwide Investment Services Corporation since 2013. Nationwide Investment Advisors 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 serves over 250,000 clients 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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John B

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

John Brennan Jr. is a financial advisor at Nationwide Investment Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Davenport & Company LLC and Nationwide Investment Services Inc. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, utilizing model portfolios developed by independent financial experts. The firm manages approximately $16.7 billion in ProAccount assets and serves over 250,000 clients through a scale-oriented, recordkeeper-driven model.

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

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Tonya Sax is a financial advisor at Nationwide Investment Advisors, LLC with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including PNC Bank, Fisher Investments, and OSAIC. 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 employs a scale-oriented, recordkeeper-driven model, serving a large client base with portfolio construction developed by independent financial experts.

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

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Melanio Casupanan III is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Since 2013, he has worked with Nationwide Investment Services Corp. 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 utilizes independent fiduciary experts to develop model portfolios and serves a large base 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

Gregory W

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Gregory Watson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Nationwide Investment Services Corporation since 1999. Outside of his advisory role, he is a partner at Midwest Thunder Midgets LLC. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, managing discretionary assets through programs like ProAccount. The firm utilizes independent financial experts for portfolio construction and focuses on a scale-oriented, recordkeeper-driven model serving a large client base of plan participants and sponsors.

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

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Stephen Ebert is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Nationwide Investment Services Corporation since 2011. 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 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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David S

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

David Sarmir is a financial advisor at Nationwide Investment Advisors, LLC with 32 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. He has been with Nationwide Investment Advisors since 2006 and has worked at Nationwide Investment Services Corp since 2000. Outside of his advisory role, he holds a part-time position at Beder Tender. 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 serves approximately 270,000 clients through a large advisory team within a family of affiliated financial companies.

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

Luis R

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Luis Ricardo is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at VALIC Financial Advisors, Allstate Insurance Co, and Transamerica Financial Advisors. Outside of finance, he is a self-employed musician based in Houston, TX. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and advisory programs 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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Tristan P

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Tristan Petrauskas is a financial advisor at Nationwide Investment Advisors, LLC with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Nationwide Financial, BMO Investment Services, LPL Financial, and First Midwest Bank. Nationwide Investment Advisors 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 serves over 250,000 clients with a scale-oriented, recordkeeper-driven model.

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

Christopher B

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Christopher Binting 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. He has been with Nationwide Investment Services Corp since 2012. Outside of his advisory role, he coaches competitive swimming with the Greater Columbus Swim Team of Ohio and owns Binting Aquatics, LLC. 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 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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