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Andrew W

Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Andrew Ward is a financial advisor at Nationwide Investment Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Nationwide Investment Services Corp since 2018. Outside of his advisory role, he serves as president of the Old Trinity Evangelical Lutheran Church in Columbus, OH. 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 through its affiliation with Nationwide Trust Company and Nationwide Life Insurance Company.

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

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Christopher Coles is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including 13 years at Nationwide Securities Inc. He also serves as an adjunct instructor at The American College in Columbus, Ohio. Nationwide Investment Advisors primarily provides investment advisory services to retirement plan sponsors and participants through programs such as ProAccount, with approximately $16.7 billion in assets under discretionary management. The firm focuses on a scale-oriented, recordkeeper-driven model serving over 250,000 clients with automated enrollment and outsourced portfolio construction.

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

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

John Barth is a financial advisor at Nationwide Investment Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments and Edward Jones. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner, utilizing a scale-oriented, recordkeeper-driven model with discretionary portfolio management.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Louis Moreno is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 46 years of industry experience, having worked at Nationwide Investment Services Corporation since 1980. 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 approximately 270,000 clients through a team of 335 advisors.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

David Castina is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Nationwide Investment Services Corporation and Nationwide Insurance Co. since 1991. Outside of his advisory role, he serves as a board member of the Hillingham Home Owners Association in Chadds Ford, PA. 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 utilizes independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services within a large enterprise operating alongside affiliated financial companies.

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 Brattensborg is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, Ohio. He holds Series 65 and Series 66 licenses and has 14 years of industry experience. His prior work includes roles at Prudential Customer Solutions, The Prudential Insurance Company of America, Pruco Securities, and Morgan Stanley. 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 a large client base with 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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Jeremy W

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Jeremy Williams is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds a Series 66 designation and has 18 years of industry experience, including eight years at Nationwide Securities, LLC. Outside of his advisory role, he serves as a trustee for the Eagles organization in Corning, OH. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets through offerings such as ProAccount. The firm operates a scale-oriented, recordkeeper-driven model focused on plan participants and sponsors, utilizing independent financial experts for portfolio construction and automated enrollment features.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Christian Bryant 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 at firms including Wells Fargo Bank, Wells Fargo Clearing, Wipfli Financial Advisors, Creative Planning, and Nationwide Insurance Services Corporation. Nationwide Investment Advisors, LLC specializes in providing investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, which had approximately $16.7 billion in discretionary assets under management as of December 31, 2025. The firm uses a scale-oriented, recordkeeper-driven model supported by independent financial experts to develop portfolios and focuses exclusively on plan sponsors and participants.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Tashikko Jabril H

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Tashikko Jabril Heningburg is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and three years of industry experience. He has worked with firms including Nationwide Investment Services Corporation and Ally Financial. Outside of finance, he represents fragrance brands as a fragrance representative for Interparfums Luxury Brands. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, managing over $16.7 billion in ProAccount assets. The firm utilizes 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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Gary G

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Gary Green is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 designations and has recently begun his career in the financial industry. Prior to joining Nationwide, he held positions at Catalent Pharma Solutions, Beam Suntory, and other companies. 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 a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment, managing approximately $16.7 billion in ProAccount assets under discretionary management as of the end of 2025.

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

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Sharyn Garner is a financial advisor at Nationwide Investment Advisors, LLC with 16 years of industry experience. She holds the Series 66 designation and has been with Nationwide Investment Services Corporation since 2016. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance. The firm employs a scale-oriented, recordkeeper-driven model and serves over 250,000 clients with approximately 398 advisors, focusing exclusively on retirement plan clients.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Brent Music is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at JPMorgan Chase Bank and JPMorgan Securities LLC from 2013 to 2017. Outside of finance, he serves as Secretary for Archer Music Enterprises, a position he has held since 2010. 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 through 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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Michael F

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Michael Ferguson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2007. Outside of advising, he is involved in several ventures including serving as president of Crows Nest Management Inc., co-owning a boat tour company, operating a bed and breakfast, and is an ordained minister. 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 relies on 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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Mark G

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Mark Grise is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2016. Outside of his advisory role, he serves as a board member for the Central Ohio Mountain Bike Organization in Westerville, Ohio. 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 under discretionary management and serves a large client base through a scale-oriented, recordkeeper-driven model with outsourced portfolio construction.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Doris Brito is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 registrations, and has nine years of industry experience. She has worked at Nationwide Investment Services Corp since 2017 and had prior roles at Nationwide and Finish Line. Outside of her advisory work, she holds a part-time position with Lover Boards LLC and has worked as a shopper for Instacart. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing programs like ProAccount that include approximately $16.7 billion in assets under discretionary management. The firm focuses on a scale-oriented model serving over 250,000 clients with roughly 398 advisors, relying on independent experts for portfolio construction and automated participant enrollment.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Matthew Murphy III is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior work includes roles at INVEST Financial Corp and Tailored Management Contractors. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through a variety of programs, relying on independent financial experts to develop model portfolios that the firm implements under discretionary or non-discretionary arrangements.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Mykell Kincaid is a financial advisor at Nationwide Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Nationwide Investment Services Corporation since 2009. In addition to his financial career, Kincaid has been involved with Mary Kay since 2007. 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 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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Kathleen F

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Kathleen Findeisen is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. Her work history includes positions at Icma Rc and Gwfs Equities, Inc. She is based in Columbus, Ohio. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants, utilizing programs such as 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 with outsourced portfolio construction and automated enrollment.

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

Christina L

CFP®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Christina Lessard is a Certified Financial Planner (CFP®) with 18 years of industry experience. She has worked at Nationwide Investment Services Corp since 2018 and previously spent 11 years at The Vanguard Group, Inc. She is based in Columbus, Ohio and holds Series 63 and Series 65 licenses. Nationwide Investment Advisors, LLC 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 engages 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

Matthew Z

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Matthew Zusel is a financial advisor at Nationwide Investment Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Nationwide Financial since 2023. Prior to that, he held roles at Paychex Inc. and Paychex Securities Corp. from 2013 to 2019. Outside of advising, he owns an online eBay store specializing in sports cards. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, relying on independent financial experts to develop model portfolios that the firm implements under discretionary or non-discretionary arrangements.

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