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Donald R
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Donald Regan is a Series 66-licensed financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He has 13 years of industry experience and has been with Nationwide since 2014. 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 retail participant base within a family of affiliated financial companies.
Logan M
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Logan Meyer is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. He 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) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts for portfolio construction and serves as an ERISA fiduciary in certain contexts, managing a large number of retail participant accounts within a family of affiliated financial companies.
Rebekah B
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Rebekah Boone is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She previously worked at Nationwide Investment Services Company and FIDELITY Brokerage Services LLC. Outside of her advisory role, she is a partner in Hepburn Homes LLC, a business involved in renovating rental properties. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, relying on independent financial experts to develop model portfolios and managing approximately $16.7 billion in ProAccount assets under discretionary management as of the end of 2025.
Clayton P
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Clayton Puckett is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and 16 years of industry experience. His work history includes multiple roles at Nationwide Investment Services Corporation and a period at HUB International. 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 number of retail participant accounts within a family of affiliated financial companies.
Robert B
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Robert Back is a financial advisor at Nationwide Investment Advisors, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked within various Nationwide entities since 2010, including Nationwide Investment Services Inc. since 2019. 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 approximately 270,000 retail participant accounts through a large advisor team within a family of affiliated financial companies.
Michael B
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Michael Beck is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. His prior roles include positions at Raymond James & Associates, Inc., Transamerica Capital, Inc., and Gwfs Equities, Inc. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner (MIP), and Smart Alliance. The firm manages approximately $16.7 billion in ProAccount assets and employs a scale-oriented model that serves over 250,000 clients with close to 398 advisers.
Elisha R
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Elisha Roberts Cofer is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds Series 63 and Series 66 designations and has 26 years of industry experience. His prior work includes roles at Nationwide Investment Services Corp and The Huntington National Bank and The Huntington Investment Company. Outside of his advisory work, he is a 10% owner of Cofer Consulting Solutions LLC, where he supports entry talent management by assisting the company president. 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 manage portfolios and provides both discretionary and non-discretionary services within a family of affiliated financial companies.
Macallan H
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Macallan Hewitt is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes roles at Nationwide Investment Services Corporation, Ameritas Investment Corp, Ameritas Life Insurance Corp, MDT Advisers, and Northeastern University. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount, which had approximately $16.7 billion in assets under discretionary management as of December 31, 2025. The firm relies on independent financial experts to develop model portfolios and focuses on a high client-to-advisor ratio using a scale-oriented, recordkeeper-driven approach.
Anthony F
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Anthony Flowers is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and 13 years of industry experience. He previously worked at Axa Advisors, LLC from 2013 to 2018 before joining Nationwide Investment Services Corp in 2018. 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 utilizes independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.
Alexander D
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Alexander Dillmann is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His career includes roles at Nationwide Investment Services Corporation, MML Investors Services, LLC, and MassMutual Life Insurance Company. Dillmann also served in the Ohio House of Representatives in 2019. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, managing about $16.7 billion in discretionary assets. The firm uses a scale-oriented, recordkeeper-driven model supported by independent financial experts for portfolio construction and focuses exclusively on plan participants and sponsors.
Kimberley R
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Kimberley Rumple is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. She previously worked at GWFS Equities, Inc. for 10 years before joining 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) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.
Thomas R
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Thomas Ryan is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, Ohio, holding Series 63 and Series 65 licenses with 11 years of industry experience. His career includes roles at Nationwide Investment Services Corporation, Park Avenue Securities, Guardian Life Insurance Company, Merrill, and Paychex Securities Corporation. 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 and employs a scale-oriented, recordkeeper-driven model that focuses on serving plan participants and sponsors.
Francisco S
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Francisco Saavedra Pic is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, JP Morgan Chase Bank, J.P. Morgan Securities, Cetera Investment Services, and First Merchants Bank. 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 serves over 250,000 clients with a scale-oriented, recordkeeper-driven model that emphasizes outsourced portfolio construction and automated enrollment.
Jason D
Series 63, Series 65, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Jason Daum is a financial advisor at Nationwide Investment Advisors, LLC with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior work includes roles at Nationwide Investment Services Corporation and Rocket Johns, Inc. among others. 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 like ProAccount. The firm uses independent financial experts to develop model portfolios and focuses on servicing a large number of clients via a scale-oriented, recordkeeper-driven approach.
Chip D
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Chip Detty is a financial advisor at Nationwide Investment Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Infinite Wealth Advisors, State Farm Investment Management Corp, and Mike McClaskie Insurance Agency. Detty also works as a licensed insurance agent outside of his advisory role. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary ProAccount assets as of year-end 2025. The firm utilizes independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven approach focused on retirement plans.
Victor P
ChFC®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Victor Perez is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 15 years of industry experience, including prior roles at Nationwide Investment Services Corporation, ICMA-RC Services, LLC, J.P. Morgan Securities, and Signator Investors, Inc. Outside of his advisory work, he serves as Vice President of the Chicago Judo Black Belt Association. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k), public 403(b), and 457(b) plans. The firm employs independent fiduciary experts to develop model portfolios and serves approximately 270,000 retail participant accounts through a large network of advisors and affiliated financial companies.
Fayz A
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Fayz Abu Hajar is a financial advisor at Nationwide Investment Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Nationwide Investment Services Corp and Nationwide Mutual Insurance Company since 2018. Prior to that, he was employed at BEPC Inc. and OUAC Inc. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, managing large-scale advisory programs such as ProAccount, which had approximately $16.7 billion in assets under management as of the end of 2025. The firm employs a model portfolio approach developed by independent experts and focuses on recordkeeper-driven, scalable solutions for its client base.
Brian B
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Brian Burgeson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Nationwide Investment Services Corp and various insurance carriers. He has served on the Courtyard Townhome Association since 2008. 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 employs independent fiduciary experts to develop model portfolios and serves approximately 270,000 clients with a focus on retirement-plan business.
Alfonso P
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Alfonso Pinzon is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Nationwide Investment Services Corporation since 2000. Outside of his advisory role, he operates a YouTube channel called Anita and Al Adventures. 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 for portfolio construction and serves a large number of retail participant accounts, supported by affiliated financial companies for custody and recordkeeping.
Paul A
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Paul Artanis is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2007. Outside of his advisory role, he is involved in managing a rental property in Pembroke Pines, Florida. 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.
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