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Susan W

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Susan Wilson is a financial advisor at Nationwide Investment Advisors, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Nationwide Investment Services Corporation since 2017. Prior to that, she spent 19 years at Benefitscorp Equities, Inc. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, specializing in 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
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Philip L

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Philip Lindsay 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 since 2016. 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 uses independent financial experts to develop model portfolios 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
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Angelique B

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Angelique Bonilla is a financial advisor with Nationwide Investment Advisors, LLC based in Columbus, OH, holding Series 63 and Series 66 licenses with one year of industry experience. Her prior roles include positions at Charles Schwab & Co., Inc. and Retirement Protectors INC. She has also worked at Gradient Securities, LLC and Nationwide Investment Services Corporation. 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 uses independent financial experts to develop model portfolios and serves a large client base with a scale-oriented, recordkeeper-driven model focused on retirement plans.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Paul Yossem is a financial advisor with Nationwide Investment Advisors, LLC based in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Nationwide Investment Services Corporation since 2007. Outside of his advisory role, Yossem serves as a board member at large for the Western Pension and Benefits Council in both Garden Grove and Orange County, CA, and is the board president of Scripps Ranch High School in San Diego. 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 with both discretionary and non-discretionary services 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 65

Columbus, OH

Nationwide Investment Advisors, LLC

Benjamin Lozier is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, Ohio, holding a Series 65 credential with 20 years of industry experience. He has worked with Nationwide Investment Services Corporation since 2023 and previously with Nationwide Fund Distributors LLC from 2012 to 2023. 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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Kyle B

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Kyle Burley is a financial advisor at Nationwide Investment Advisors, LLC with 14 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Nationwide Investment Services Corp and Equitable Advisors. Outside of his advisory work, he owns and operates the Burley Outdoors YouTube channel. 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 employs a scale-oriented, recordkeeper-driven model serving over 250,000 clients, focusing on plan participants and sponsors rather than high-net-worth or business clients.

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

ChFC®, Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Greg Sabin is a ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Nationwide Investment Services Corporation since 2005. Outside of his advisory work, Sabin is involved in performing comedy at the Sacramento Comedy Spot and contributes as a freelance writer for Sacramento Magazine and Inside Publications. He also participates in nonprofit music activities with the Sacramento Traditional Jazz Society and works part-time in voice-over and acting. Nationwide Investment Advisors, LLC 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 roughly 270,000 clients with a focus on retirement-plan business.

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

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Christopher Stanton 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 23 years of industry experience. Stanton has been with Nationwide Investment Services Corp since 2012. 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 a scale-oriented, recordkeeper-driven model and collaborates with independent financial experts to develop its investment offerings.

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

Series 65, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

James Brennan is a financial advisor at Nationwide Investment Advisors, LLC with 17 years of industry experience. He holds Series 65 and Series 66 designations. His prior work history includes positions at Nationwide Investment Services Corporation, Morgan Stanley, Merrill, Jackson National Life Distributors, Kestra Investment Services, and Wells Fargo Clearing. Brennan serves on the board of Let Me Run, a nonprofit organization based in Charlotte, NC. 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 utilizes independent financial experts to develop model portfolios, focusing on a scalable, recordkeeper-driven approach for ERISA-covered plans.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Robert Lee is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, American Benefits Exchange, ProEquities, Inc., Illinois Mutual Life Insurance, and The Prudential Insurance Company of America. 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 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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Matthew G

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Matthew Gayman is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Nationwide Investment Services Corporation since 2005. Outside of his advisory role, he is involved with the Roseview Homeowners Association in Scottsdale, Arizona. 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 manage model portfolios and serves a large retail participant base through a comprehensive suite of retirement-plan services.

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