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Dustin V

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Dustin Van Atta 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 been with Nationwide Investment Services Corporation since 2016. Based in Columbus, OH, he works within a large enterprise firm serving a broad client base. 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 independent financial experts to develop model portfolios and manages approximately $16.7 billion in ProAccount assets under discretionary management.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Samuel Ennen is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has been with Nationwide Investment Services Corporation since 2015 and has been affiliated with Nationwide since 2006. 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 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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Kimberly H

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Kimberly Hynes is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses with four years of industry experience. Her work history includes roles at Nationwide Investment Services Corporation, Empower Advisory Group, The Prudential Insurance Company of America, New York Life Insurance Company, and Aflac. 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 ProAccount assets and operates a scale-oriented model focusing on ERISA-covered plans with features like directed enrollment and automated portfolio construction.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

William Gallagher is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials with seven years of industry experience. His work history includes roles at Nationwide Investment Services Inc, A&R Creative Group, Chipotle Mexican Grill, and 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 for portfolio construction and serves a large retail participant base through both discretionary and non-discretionary services.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Brendan Morrison is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Nationwide Investment Services Corporation since 2009. 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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Sebastian C

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Sebastian Cooper is a financial advisor at Nationwide Investment Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Nationwide Investment Services Corporation and Prudential. Outside of advisory work, he is involved in non-variable insurance sales and drives for Uber Technologies Inc. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, managing approximately $16.7 billion in discretionary assets. The firm uses independent financial experts to develop portfolios and focuses on a scale-oriented, recordkeeper-driven model with automated enrollment features.

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

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Phillip Carbajal is a financial advisor at Nationwide Investment Advisors, LLC with 12 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His career includes roles at firms such as Voya Financial Advisors, Cambridge Investment Research, and LPL Financial. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets through programs like ProAccount. The firm operates a scale-oriented, recordkeeper-driven model that focuses on ERISA-covered plans and participant delivery features such as directed enrollment and qualified default investment alternative (QDIA) use.

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

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Leslie Hollerman is a financial advisor at Nationwide Investment Advisors, LLC with 16 years of industry experience. She holds the ChFC® designation and Series 63 and Series 65 licenses. Since 2016, she has worked with Nationwide Investment Services Corp. 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 that emphasizes outsourced portfolio construction and automated enrollment.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

John Knausz is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Nationwide Investment Services Corp since 2013. 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 manages a large number of retail participant accounts within a family of affiliated financial companies serving as custodians and recordkeepers.

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

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

John Steggell is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds the ChFC® designation and Series 63 and 65 licenses, with 30 years of industry experience. His prior work includes roles at Nationwide Investment Services Corp and Fidelity Brokerage 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 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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Michelle S

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Michelle Seitz is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses with 26 years of industry experience. She has worked at Nationwide Investment Services Corporation since 2006. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, utilizing independent fiduciary experts to develop model portfolios and offering both discretionary and non-discretionary services governed by plan documents and participant risk profiles. The firm serves a large retail participant base and operates within a family of affiliated financial companies that provide custodial, recordkeeping, and product services.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Michelle Murphy is a financial advisor at Nationwide Investment Advisors, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Nationwide Investment Advisors since 2006, with prior roles at Nationwide Investment Services and Aetna Life and Casualty. Outside of her advisory work, she owns Murphy Apiary and serves as treasurer of the Chester County Beekeepers Association. 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 a combination of discretionary and non-discretionary services.

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

CFP®, ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

John Archer is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. He holds the CFP® and ChFC® designations and has been with Nationwide Investment Services Corporation since 2001. Based in Columbus, OH, Archer’s career has been focused within the Nationwide family of companies. 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 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
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Robert K

CFP®, ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Robert Kissler is a CFP® and ChFC® with 25 years of experience in the financial industry. He has been with Nationwide Investment Services Corporation since 2000. He is based in Columbus, OH. Nationwide Investment Advisors, LLC 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 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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Nick Z

CFA®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Nick Ziegenbusch is a CFA® charterholder with 12 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. He has worked at Nationwide Funds Distributor LLC since 2018 and previously at Nationwide Investment Services Corporation from 2013 to 2018. 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 manages a large number of retail participant accounts within a family of affiliated financial companies offering custodial and recordkeeping services.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Jeffrey Ritchey is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to his current role, he worked at Prism Marketing for one year. Nationwide Investment Advisors, LLC primarily serves 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 2025. The firm employs a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment to serve over 250,000 clients.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Tracy Childers is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and 18 years of industry experience. Prior to joining Nationwide Investment Services Corp in 2020, Childers worked at ICMA RC and HomeMaker. 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 a comprehensive suite of discretionary and non-discretionary services.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Michelle Escobedo is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Nationwide Investment Services Corporation since 2002. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, offering a range of discretionary and non-discretionary services supported by independent fiduciary experts and affiliated financial companies.

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

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Leanne Luttges is a financial advisor at Nationwide Investment Advisors, LLC with 22 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Nationwide Investment Services Corporation since 2016. Based in Columbus, OH, she works within a large enterprise firm serving primarily retirement plan sponsors and participants. Nationwide Investment Advisors provides investment advice and managed-account solutions focused 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
user avatar

Paul M

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Paul Morganski is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including nearly three decades with Nationwide and Nationwide Investment Services 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 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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