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Michael F
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Michael Ferguson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2007. Outside of advising, he is involved in several ventures including serving as president of Crows Nest Management Inc., co-owning a boat tour company, operating a bed and breakfast, and is an ordained minister. 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 relies on independent fiduciary experts for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.
William C
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
William Curtis is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 registrations with 26 years of industry experience. He has worked with Nationwide Investment Services Corp. since 2000 and Nationwide Investment Advisors, LLC since 2006. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, utilizing a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment. The firm manages approximately $16.7 billion in ProAccount assets under discretionary management and serves over 250,000 clients through nearly 400 advisors.
Mark G
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Mark Grise is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2016. Outside of his advisory role, he serves as a board member for the Central Ohio Mountain Bike Organization in Westerville, Ohio. 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 approximately $16.7 billion in ProAccount assets under discretionary management and serves a large client base through a scale-oriented, recordkeeper-driven model with outsourced portfolio construction.
Doris B
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Doris Brito is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 registrations, and has nine years of industry experience. She has worked at Nationwide Investment Services Corp since 2017 and had prior roles at Nationwide and Finish Line. Outside of her advisory work, she holds a part-time position with Lover Boards LLC and has worked as a shopper for Instacart. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing programs like ProAccount that include approximately $16.7 billion in assets under discretionary management. The firm focuses on a scale-oriented model serving over 250,000 clients with roughly 398 advisors, relying on independent experts for portfolio construction and automated participant enrollment.
Matthew M
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Matthew Murphy III is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior work includes roles at INVEST Financial Corp and Tailored Management Contractors. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through a variety of programs, relying on independent financial experts to develop model portfolios that the firm implements under discretionary or non-discretionary arrangements.
Mykell K
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Mykell Kincaid 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 been associated with Nationwide Investment Services Corporation since 2009. In addition to his financial career, Kincaid has been involved with Mary Kay since 2007. 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 client base through both discretionary and non-discretionary services within a family of affiliated financial companies.
Kathleen F
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Kathleen Findeisen is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. Her work history includes positions at Icma Rc and Gwfs Equities, Inc. She is based in Columbus, Ohio. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants, utilizing 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 with outsourced portfolio construction and automated enrollment.
Christina L
CFP®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Christina Lessard is a Certified Financial Planner (CFP®) with 18 years of industry experience. She has worked at Nationwide Investment Services Corp since 2018 and previously spent 11 years at The Vanguard Group, Inc. She is based in Columbus, Ohio and holds Series 63 and Series 65 licenses. Nationwide Investment Advisors, LLC 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 engages independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.
Matthew Z
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Matthew Zusel is a financial advisor at Nationwide Investment Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Nationwide Financial since 2023. Prior to that, he held roles at Paychex Inc. and Paychex Securities Corp. from 2013 to 2019. Outside of advising, he owns an online eBay store specializing in sports cards. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, relying on independent financial experts to develop model portfolios that the firm implements under discretionary or non-discretionary arrangements.
Kevin R
ChFC®, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Kevin Rayborn is a ChFC®-designated financial advisor with 22 years of industry experience. He has been with Nationwide Investment Advisors, LLC and Nationwide Investment Services Corporation since 2006. Based in Columbus, OH, he works within an enterprise firm that serves a large client base. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm manages approximately $16.7 billion in ProAccount assets under discretionary management and uses independent financial experts to develop model portfolios and investment lineups.
Christopher W
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Christopher Waters is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior work includes roles at Nationwide Investment Services Corp, GWFS Equities, Planned Financial Services, LLC, and LPL Financial. Outside of finance, he is the owner and sole proprietor of Chris's Cookies and Desserts, a business he has operated since 2007. 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.
Jeanna C
CFP®, Series 65, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Jeanna Clark is a CFP® professional with 17 years of industry experience. She is currently with Nationwide Investment Advisors, LLC and has previously worked at firms including Northwestern Mutual, Robert Baird & Co., and J.J.B. Hilliard W.L. Lyons. 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 discretionary ProAccount assets as of the end of 2025. The firm employs a scale-oriented, recordkeeper-driven model focused on serving a large client base through outsourced portfolio construction and automated enrollment.
Jessica R
Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Jessica Rosen is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds a Series 65 designation and has seven years of industry experience. Her prior work includes roles at Nationwide Investment Services Corp, Voya Financial Advisors, Questar Capital Corporation, Questar Capital, and Ameriplan Financial. 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 model portfolio construction and serves a large retail participant base within a family of affiliated financial companies.
Mary Z
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Mary Bohan is a financial advisor at Nationwide Investment Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Lincoln Investment and Nationwide Investment Services Corporation. Outside of her advisory role, she is a financial coach through her personal business in Evanston, Illinois. 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 manages a large retail participant base within a group of affiliated financial companies.
Gregory H
ChFC®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Gregory Howard is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, Ohio, holding the ChFC® designation with 22 years of industry experience. He has worked with Nationwide Investment Services Corporation since 2010. Outside of his advisory work, he is a drummer in a band called The Magnum Opus and owns The Howard Hotel, LLC. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets through a model that relies on independent financial experts and automated enrollment features. The firm supports a large client base with a scale-oriented, recordkeeper-driven approach focused on ERISA-covered plans.
Robert E
CFP®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Robert Eviston is a CFP® with 31 years of industry experience, currently serving at Nationwide Investment Advisors, LLC in Columbus, OH. He has been associated with Nationwide Investment Services Corporation and Nationwide Insurance Co since 1988. Outside of his advisory role, he acts as executor of a private estate. 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 as of December 31, 2025. The firm utilizes independent experts for portfolio construction and focuses on a scale-oriented, recordkeeper-driven model serving over 250,000 clients.
Syria C
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Syria Cribbs is a financial advisor at Nationwide Investment Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and has worked at firms including J.P. Morgan Securities LLC and Wells Fargo Clearing Services LLC. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, utilizing independent financial experts to develop model portfolios and focusing on a scale-oriented, recordkeeper-driven approach.
Guadalupe A
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Guadalupe Ayala is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been with Nationwide Investment Services Company 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 to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.
Deborah T
ChFC®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Deborah Turner is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 22 years of industry experience, including 20 years at Nationwide Investment Advisors and 22 years at Nationwide Investment Services Corporation. Outside of her advisory role, she is a co-owner of R & D Real Estate Properties and Services, LLC, based in Charlotte, NC. 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.
Morgan C
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Morgan Cocozello is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Nationwide Investment Advisors, Morgan worked at Nationwide Investment Services Corporation and held various roles including positions at Whole Foods Market and The Ohio State University. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, managing assets through programs like ProAccount, which reported approximately $16.7 billion in discretionary assets as of the end of 2025. The firm uses independent financial experts to develop model portfolios and focuses on a scale-oriented, recordkeeper-driven service model.
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