Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar

Kayleigh M

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Kayleigh Moreau is a financial advisor at Nationwide Investment Advisors, LLC with six years of industry experience. She holds the Series 66 designation and has worked at Nationwide Investment Services Corporation since 2025, GWFS Equities, Inc. since 2017, and previously with the State of Indiana from 2014 to 2017. 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 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
user avatar

Wade S

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Wade Sundermann is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with Nationwide Investment Services Corporation since 2000. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance, using outsourced portfolio construction and automated enrollment to manage a large client base efficiently.

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

Andrew P

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Andrew Pierce 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 29 years of industry experience, including roles at Nationwide Investment Services Corp and Voya 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 engages 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
user avatar

Benjamin K

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Benjamin Kindred is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds a Series 66 designation and has 19 years of industry experience. Prior to joining Nationwide Investment Services Corp in 2017, he worked at The Huntington Investment Company from 2013 to 2017. 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 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

Jerome M

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Jerome Mosley Jr. is a financial advisor at Nationwide Investment Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Nationwide Investment Services Corporation since 2003. 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 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
user avatar

Frederick T

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Frederick Taylor is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior work includes roles at Nationwide Investment Services Corp, Independent Financial Partners, LPL Financial, LLC, and Edward Jones. 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 under ProAccount and operates a scale-oriented, recordkeeper-driven model focused on plan participants and sponsors.

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

Cody M

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Cody Meyerdirk is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2017 and previously spent three years with Voya Financial Advisors. Outside of his advisory role, Cody holds part-time positions in sales, merchandising data, and accounting. 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 and utilizes independent financial experts to develop model portfolios, serving a large client base with a recordkeeper-driven, scale-oriented approach focused on ERISA-covered plans.

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

Edward H

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Edward Heacock Jr. is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with Mwa Financial Services, Inc. since 2008 and with Modern Woodmen of America since 2007. Outside of his advisory roles, he has managed rental properties since 2009. 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 serves approximately 270,000 clients through a network of 335 advisors.

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

Bradley R

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Bradley Roach is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds the ChFC® designation and Series 63 and 65 licenses, and has four years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, Randstad, and Safelite Solutions, as well as self-employment managing an irrevocable trust. 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 employs 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
user avatar

Susan G

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Susan Gyuro is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds the Series 63 and Series 65 designations and has 24 years of industry experience, all with Nationwide Investment Services Corporation since 2002. Nationwide Investment Advisors, LLC provides investment advisory services mainly 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 utilizes independent financial experts for portfolio development while serving a large client base focused on retirement plans.

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

Alpeshkumar P

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Alpeshkumar Patel is a financial advisor at Nationwide Investment Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Nationwide Investment Services Corporation, Fisher Investments, Park Avenue Securities, Guardian Life Insurance Company, Ironoak Wealth LLC, and Meridian Credit Union. 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 under discretionary management and serves a large client base through a scale-oriented, recordkeeper-driven model.

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

Jacob B

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Jacob Barrera is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Merrill Lynch, Bank of America, Voya Financial Advisors, and GWFS Equities. He is also an independent insurance agent involved in the sales of fixed insurance products. 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. The firm uses independent financial experts to develop model portfolios and focuses on a scale-oriented, recordkeeper-driven approach serving a large client base of plan participants and sponsors.

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

Constance S

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Constance Shaw is a financial advisor at Nationwide Investment Advisors, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at ADP Broker Dealer, Inc. and ADP Inc. from 2007 to 2018. Since 2019, she has been with Nationwide Investment Services Inc. 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 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
user avatar

Richard S

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Richard Stahl is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked at Nationwide Investment Services Corp since 2017 and previously spent a year at Nationwide. Outside of his advisory role, he serves as a referee for the Ohio High School Athletic Association, a position he has held since 2000. 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 such as ProAccount. The firm utilizes independent financial experts to develop model portfolios and maintains a scale-oriented, recordkeeper-driven model focused on plan-related clients.

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

Christopher A

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Christopher Adams is a financial advisor at Nationwide Investment Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Nationwide Investment Services Corporation, Nationwide Insurance, Allstate Insurance Company, The Prudential Insurance Company of America, and Pruco Securities, LLC. 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 employs 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

Darren L

Series 63, Series 65, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Darren Lopes is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63, 65, and 66 licenses and 23 years of industry experience. He previously worked at TIAA and TIAA-CREF for 12 years and has been with Nationwide Investment Services Corporation since 2025, with a medical leave period from 2023 to 2025. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount discretionary assets. The firm employs a scale-oriented, recordkeeper-driven model, focusing exclusively on plan participants and sponsors through automated enrollment and outsourced portfolio construction.

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

Val G

ChFC®, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Val Gonzalez is a financial advisor at Nationwide Investment Advisors, LLC with 20 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Nationwide Investment Advisors in 2021, he worked at Nationwide Securities, LLC from 2008 to 2021. Outside of his advisory role, Gonzalez serves as President of the Columbus chapter of Prospanica and holds leadership positions with Nationwide Children’s Hospital and Pelotonia. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants. The firm uses independent fiduciary experts to develop model portfolios and serves roughly 270,000 retail participant accounts, focusing on retirement-plan business through a family of affiliated financial companies.

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

Nancy C

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Nancy Chavez is a financial advisor at Nationwide Investment Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Nationwide Investment Services Corporation since 2013. Based in Columbus, OH, she works within a large enterprise firm specializing in retirement plan advisory services. 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 uses independent fiduciary experts to develop model portfolios and serves a large client base through both discretionary and non-discretionary services.

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

Jonathan F

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Jonathan Fry is a financial advisor at Nationwide Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Nationwide Investment Services Corporation and ADP-related entities in various capacities since 2016. 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 employs a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and serves a large client base through discretionary and non-discretionary arrangements.

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

Traci B

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Traci Back is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with Nationwide Investment Services Corporation 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 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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)