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Robert G
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Robert Grossman 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 firms including TIAA-CREF, MassMutual Life Insurance Company, and Park Avenue Securities. Grossman is based in Columbus, OH. 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 employs independent fiduciary experts to develop model portfolios and manages a large number of retail participant accounts within a family of affiliated financial companies.
Joseph B
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Joseph Broderick is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Nationwide Investment Services Corp, Invesco Distributors, Inc., and Oppenheimerfunds Distributor, Inc. 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 retail participant base within a family of affiliated financial companies.
Jessicia E
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Jessicia Erfurt is a financial advisor at Nationwide Investment Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Matthews Buses and Maximus before joining Nationwide Investment Services Inc. in 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 utilizes independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.
Andrew A
CFP®, ChFC®, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Andrew Adams is a financial advisor with Nationwide Investment Advisors, LLC, holding the CFP® and ChFC® designations and six years of industry experience. His prior roles include positions at SA Stone Wealth Management Inc. and MassMutual Life Insurance Co. He is based in Columbus, Ohio. Nationwide Investment Advisors primarily provides investment advisory services to retirement plan sponsors and participants, using model portfolios developed by independent experts and implementing these under discretionary or non-discretionary arrangements. The firm serves a large client base through a scale-oriented, recordkeeper-driven model focused on retirement plans.
Eric J
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Eric Johnson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds the Series 66 designation and has 20 years of industry experience. Prior to joining Nationwide Investment Services in 2016, he held other roles in the financial sector. Outside of his advisory work, Eric is a musician with One Eyed Mama and serves as a festival manager for the Hilltop Arts Collective. Nationwide Investment Advisors, LLC primarily provides investment advisory services to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary ProAccount assets. The firm focuses on large-scale, recordkeeper-driven solutions with a model that supports over 250,000 clients through roughly 398 advisers.
Elizabeth F
ChFC®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Elizabeth Folland is a ChFC®-designated financial advisor at Nationwide Investment Advisors, LLC with 32 years of industry experience. Her career includes roles at JP Morgan Securities, SWBC Investment Company, and Advisors Asset Management, among others. She has worked at Nationwide Investment Advisors since 2020. Nationwide Investment Advisors, LLC primarily provides investment advisory services to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner, managing approximately $16.7 billion in discretionary ProAccount assets. The firm focuses on a scale-oriented model that serves a large client base via independent financial experts and outsourced portfolio management.
Erica L
ChFC®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Erica Lemmon is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds the ChFC® designation and Series 63 and 65 licenses, and has 10 years of industry experience. Since 2014, she has been with 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 utilizes independent fiduciary experts to develop model portfolios and manages a large number of retail participant accounts within a family of affiliated financial companies.
Aylin J
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Aylin Jewell is a financial advisor at Nationwide Investment Advisors, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Nationwide Investment Services Corporation since 2015, following roles at J.P. Morgan Securities and Chase Investment Services Corp. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm manages approximately $16.7 billion in discretionary assets and serves a large client base through a scale-oriented, recordkeeper-driven model.
Donald E
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Donald Eschbach is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2026 and at ICMA Retirement Corporation since 2012. Outside of his advisory role, he is involved with Mastodon LLC, a real estate acquisition management business. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, utilizing model portfolios developed by independent experts and managing approximately $16.7 billion in discretionary ProAccount assets. The firm serves a large client base with a scale-oriented, recordkeeper-driven approach focused on automated enrollment and plan participant needs.
Gene H
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Gene Harshaw is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and 27 years of industry experience. He has worked with various Nationwide entities since 1998 in roles spanning investment services and securities. Harshaw serves on the board of the Franklin County Board of Developmental Disabilities in Columbus, OH. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm manages approximately $16.7 billion in discretionary assets and operates a scale-oriented, recordkeeper-driven model focused on plan participant and sponsor clients.
Shannon M
Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Shannon McCarthy is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 65 designation with 15 years of industry experience. She has been with Nationwide Investment Services Corporation since 2011. 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 serves a large client base with a scale-oriented, recordkeeper-driven model and relies on independent financial experts for portfolio construction.
Vanessa G
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Vanessa Gonzalez is a financial advisor at Nationwide Investment Advisors, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Nationwide since 2014. The firm 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. Nationwide relies on independent fiduciary experts to develop model portfolios and serves a large retail participant base through a variety of discretionary and non-discretionary services.
Todd G
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Todd Gutermuth is a financial advisor at Nationwide Investment Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has been with Nationwide Investment Advisors since 2017, also working with Nationwide Investment Services Inc. and Jefferson National Securities 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 serves a large retail participant base within a family of affiliated financial companies that support custody and recordkeeping functions.
William C
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
William Cymbala is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Valic Financial Advisors, and Pruco Securities, LLC. Nationwide Investment Advisors, LLC primarily serves retirement plan sponsors and participants through advisory programs such as ProAccount, managing approximately $16.7 billion in discretionary assets. The firm employs a scale-oriented, recordkeeper-driven approach with outsourced portfolio construction and automated enrollment, focusing on ERISA-covered plans.
Christian H
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Christian Harbin is a financial advisor at Nationwide Investment Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with Nationwide Investment Services Corp since 2020. His prior work includes roles at T3 Enterprises and Web.com. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner. The firm manages approximately $16.7 billion in ProAccount assets and focuses on a scale-oriented, recordkeeper-driven model that serves a large client base via outsourced portfolio construction and automated enrollment.
Brooks M
CFP®, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Brooks Morgan is a CFP® with 14 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. He has held positions at Nationwide Investment Services Corporation and Personal Capital Advisors 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 uses independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.
Eliezer G
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Eliezer Gonzalez is a financial advisor at Nationwide Investment Advisors, LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Nationwide Investment Services Corporation, Equitable Advisors, and Axa Advisors. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner. The firm employs a scale-oriented, recordkeeper-driven model, managing approximately $16.7 billion in ProAccount assets as of December 31, 2025, and focuses on ERISA-covered plans using outsourced portfolio construction and automated enrollment features.
Elizabeth V
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Elizabeth Valenzuela is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Ameriprise and Frost Bank, as well as over a decade at Frost Investment Advisors, LLC. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets through its ProAccount program. The firm uses independent financial experts to develop model portfolios and focuses on a scale-oriented, recordkeeper-driven approach with an emphasis on ERISA-covered plans.
Kristopher F
Series 63, Series 65, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Kristopher Feldmeyer is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Cetera, Cetera Investment Services LLC, and First Merchants Bank. He is based in Columbus, Ohio. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm serves a large client base with a scale-oriented, recordkeeper-driven model and relies on independent financial experts for portfolio construction.
Richard O
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Richard Ohde is a financial advisor at Nationwide Investment Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at Nationwide Investment Services Corp, Nationwide Securities, LLC, Chase Investment Services Corp., UBS Financial Services, and Nationwide Investment Advisors, LLC. 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 relies on independent financial experts for portfolio construction while serving a large client base through a recordkeeper-driven model.
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