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Brian L
Series 66
Columbus, OH
Voya financial Advisors, Inc.
Brian Link is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and 27 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he is an independent insurance agent offering fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm provides a range of financial planning and portfolio management services through multiple program structures, emphasizing recommendation-based, non-discretionary arrangements.
John R
Columbus, OH
Voya financial Advisors, Inc.
John Roesch is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding 39 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse range of clients, including individuals, institutional investors, retirement plan sponsors, and charitable organizations. The firm provides various financial services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based programs.
Michael T
Series 63, Series 65
Columbus, OH
Voya financial Advisors, Inc.
Michael Thacker is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he is an independent insurance agent specializing in fixed long-term care, disability, and life insurance products. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and various advisory programs, delivering most advice through non-discretionary recommendations rather than discretionary management.
Zachary D
Series 66
Columbus, OH
Voya financial Advisors, Inc.
Zachary Deppen is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and two years of industry experience. Prior to joining Voya’s advisory team, he worked at Voya and has experience outside the industry as an order selector at Aldi Distribution Center. Voya Financial Advisors serves a diverse client base including individuals, institutions, and high-net-worth clients, offering services such as financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary arrangements and operates as both a registered investment adviser and a broker-dealer.
Jason Q
Series 66
Columbus, OH
Voya financial Advisors, Inc.
Jason Quintus is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and 21 years of industry experience. He has been with Voya Financial Advisors and Voya Financial since 2014 and is also associated with The Verdi Group, a financial services firm involved in insurance and investment products. Voya Financial Advisors, Inc. serves a diverse client base that includes individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides a range of financial planning and investment management services through multiple program structures, offering both discretionary and non-discretionary advice.
George A
Series 66, Series 63
Columbus, OH
Voya financial Advisors, Inc.
George Ade is a financial advisor with Voya Financial Advisors, Inc. in Columbus, Ohio, holding Series 63 and Series 66 credentials and 14 years of industry experience, all with Voya. Outside of advising, he operates as an independent insurance agent specializing in the sale of fixed insurance products and manages a sole proprietorship for administering benefits such as self-employed 401(k), health insurance, and HSA accounts. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a broad range of advisory services through both discretionary and non-discretionary programs, combining financial planning with access to third-party money managers and retirement advice delivered through multiple program structures.
Scott G
Series 66
Columbus, OH
Voya financial Advisors, Inc.
Scott Golding is a financial advisor with Voya Financial Advisors, Inc. based in Columbus, OH. He holds a Series 66 designation and has 22 years of industry experience. He has been with Voya Financial Advisors since 2014 and has also been affiliated with The Verdi Group since 2008. Outside of his advisory work, he is involved in youth sports coaching, including roles as a head coach for Aurora Parks & Recreation basketball and an assistant coach for a youth baseball travel team. Voya Financial Advisors serves a diverse client base, including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm provides financial planning, portfolio management, wrap programs, and plan-sponsor consulting through multiple program structures, emphasizing primarily non-discretionary, recommendation-based advisory relationships.
Tracy M
Series 63, Series 65
Columbus, OH
Voya financial Advisors, Inc.
Tracy Miller is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses with 11 years of industry experience. She has been associated with Voya Financial Advisors since 2012, including her current role that began in 2014. Outside of her advisory work, she is a notary public and operates as an independent agent for fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers comprehensive financial planning, portfolio management, and consulting services through various program structures, with a focus on recommendation-based advice rather than discretionary management.
Brandon S
Series 66
Columbus, OH
Voya financial Advisors, Inc.
Brandon Salyers is a financial advisor at Voya Financial Advisors, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked at Voya Financial Advisors since 2014, having previously been with Fifth Third Securities since 2003. Outside of his advisory role, Salyers coaches varsity baseball for Xenia Community Schools. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and corporate retirement plans. The firm offers a variety of financial planning and portfolio management services, delivering advice primarily through non-discretionary, recommendation-based relationships across multiple program structures.
Gregory S
Series 63, Series 65
Columbus, OH
Voya financial Advisors, Inc.
Gregory Springfield is a financial advisor at Voya Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked at Voya Financial Advisors since 2014. Springfield is involved in the sale and service of Voya's Health Reimbursement Arrangement (HRA) product. Voya Financial Advisors serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services including financial planning, portfolio management, wrap programs, third‑party money manager access, and plan‑sponsor consulting, primarily providing non-discretionary investment recommendations across various program structures.
Matthew C
Series 63, Series 65
Columbus, OH
Voya financial Advisors, Inc.
Matthew Carter is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 credentials and has 30 years of industry experience. Prior to joining Voya in 2014, he worked at Aetna Financial Services and Aetna Investment Services beginning in 1995. Outside of financial advising, Carter is an independent insurance agent and is involved in advising on site development through ClearConcepts Matthew Carter. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, primarily delivering non-discretionary advice.
Benjamin S
Columbus, OH
Voya financial Advisors, Inc.
Benjamin Smith is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding 17 years of industry experience. He has been with Voya since 2014 and previously worked at R.A. Croucher & Associates. He is also active as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, emphasizing recommendation-based relationships over discretionary management.
Rebecca R
CFP®, Series 63, Series 66
Columbus, OH
Voya financial Advisors, Inc.
Rebecca Ruvolo is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding the CFP® designation and Series 63 and 66 licenses. She has 18 years of industry experience, including prior roles at Schwab Wealth Advisory and Scottrade. Outside of her advisory work, she operates Ruvolo Wealth Management, providing retirement planning and investment management, and is also an independent agent selling fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and consulting through various program structures with a focus on non-discretionary, recommendation-based advice.
Jason D
Series 63
Columbus, OH
Voya financial Advisors, Inc.
Jason Dubeansky is a financial advisor at Voya Financial Advisors, Inc. with 21 years of industry experience and holds the Series 63 designation. He has worked at Voya Financial Advisors since 2014 and is also involved with The Verdi Group, where he has been active since 2006. Outside of advisory work, he is an author of short stories unrelated to investments and is engaged in coordinating art, publishing, and distribution. Voya Financial Advisors serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of services including financial planning, portfolio management, and plan-sponsor consulting, primarily providing non-discretionary, recommendation-based advisory services.
James B
Series 66
Columbus, OH
Voya financial Advisors, Inc.
James Browning is a financial advisor at Voya Financial Advisors, Inc. with 27 years of industry experience. He holds the Series 66 designation and has been with Voya since 2014. Browning also serves on the Delaware City Council and works as a poll worker for the Delaware County Board of Elections. Voya Financial Advisors, Inc. serves a broad range of individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures, including non-discretionary advice and third-party money manager access.
Matthew S
Series 66
Columbus, OH
Voya financial Advisors, Inc.
Matthew Snyder is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and 25 years of industry experience. He has been with Voya since 2014. Outside of his advisory role, he works as an independent contractor officiating youth and interscholastic football and baseball games. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers a variety of financial planning and portfolio management services through multiple program structures, primarily delivering non-discretionary, recommendation-based advice.
Nicholas D
CFP®, Series 66
Columbus, OH
Voya financial Advisors, Inc.
Nicholas Disalle is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. since 2014. He also operates as an independent insurance agent, conducting fixed insurance sales in Ohio. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures that emphasize non-discretionary recommendations.
Christopher H
ChFC®, Series 63, Series 65
Columbus, OH
Voya financial Advisors, Inc.
Christopher Hogan is a financial advisor with Voya Financial Advisors, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 36 years of industry experience and has been affiliated with Voya since 2016. In addition to his advisory work, Hogan is an author of an ebook titled "Using LinkedIn To Grow Your Financial Services Practice" and serves on homeowners association boards in Florida. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and third-party money manager access through various program structures, primarily focusing on non-discretionary investment recommendations.
David R
Series 66
Columbus, OH
Voya financial Advisors, Inc.
David Rankin is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and 24 years of industry experience. He has been with Voya Financial Advisors since 2014. In addition to his advisory role, he is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm offers a variety of financial planning and portfolio management services, delivering advice primarily through non-discretionary arrangements and multiple program structures such as Unified Managed Account wrap programs and third-party money manager programs.
Joseph F
CFP®, Series 66
Columbus, OH
Voya financial Advisors, Inc.
Joseph Frederick II is a financial advisor at Voya Financial Advisors, Inc. with 27 years of industry experience. He holds the CFP® and Series 66 designations. He is also a partner at Ascent Financial Partners and co-owner of J3, LLC, both providing financial services, and has been an independent agent selling fixed insurance products since 2009. Voya Financial Advisors, Inc. serves a diverse client base including individual, institutional, and high-net-worth clients. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, with a focus on non-discretionary recommendations and a dual role as both an SEC-registered investment adviser and broker-dealer.
Terry K
Series 63, Series 66
Columbus, OH
Voya financial Advisors, Inc.
Terry Kelley is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at Equitable Advisors, AXA Advisors LLC, JP Morgan Securities, and other firms. Outside of his financial career, he volunteers as an assistant girls varsity basketball coach at Pickerington Schools. Voya Financial Advisors, Inc. serves a diverse range of clients, including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm offers comprehensive financial planning and portfolio management through multiple program structures, often providing non-discretionary recommendations requiring client approval.
Michael L
Series 66
Columbus, OH
Voya financial Advisors, Inc.
Michael Landolt is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and 27 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisor role, he is an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors serves a diverse range of clients, including individuals, institutional investors, retirement plan sponsors, and high-net-worth individuals. The firm offers services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting, often providing advice through non-discretionary recommendation-based programs.
Glenn L
Series 63
Columbus, OH
Voya financial Advisors, Inc.
Glenn Lewis is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and 42 years of industry experience. He has been with Voya since 2014. Outside of his advisory role, he is an independent insurance agent involved in the sale of fixed insurance products and fixed indexed annuities. Voya Financial Advisors serves a diverse range of clients, including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides various services such as financial planning, portfolio management, and plan-sponsor consulting, often delivering advice through multiple program structures including wrap accounts and third-party money manager programs.
David C
Series 66
Columbus, OH
Voya financial Advisors, Inc.
David Cushing is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding a Series 66 credential and 28 years of industry experience. He has been with Voya Financial Advisors since 2014 and is also president of D.P. Cushing and Associates, LLC, a financial services firm. Additionally, Cushing serves as a board member for CSE Federal Credit Union. Voya Financial Advisors serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, with a focus on non-discretionary recommendations.
Zachary C
Series 63
Columbus, OH
Voya financial Advisors, Inc.
Zachary Carter is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding a Series 63 credential and bringing 22 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, Carter serves as an usher and audit committee volunteer at Lebanon United Methodist Church. Voya Financial Advisors, Inc. serves a diverse range of individual and institutional clients, offering financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through multiple program structures with a preference for non-discretionary recommendations.
Jeffrey R
Series 63
Columbus, OH
Voya financial Advisors, Inc.
Jeffrey Rankin is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 63 designation and has 43 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in the sale of fixed annuity and level term/fixed life insurance products. Voya Financial Advisors serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services including financial planning, portfolio management, and plan-sponsor consulting, primarily through non-discretionary advisory programs and a combination of advisory and broker-dealer channels.
Sam W
Series 65, Series 63
Columbus, OH
Voya financial Advisors, Inc.
Sam Walsh is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding Series 65 and Series 63 credentials with 12 years of industry experience. He has been with Voya Financial Advisors since 2016. Outside of his advisory role, Sam coaches tennis locally. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary, recommendation-based programs and operates both as an SEC-registered investment adviser and a broker-dealer.
Derek S
Series 66
Columbus, OH
Voya financial Advisors, Inc.
Derek Stiles is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and 27 years of industry experience. He has been with Voya Financial Advisors since 2014 and also leads Stiles Wealth Management Group, which he founded in 2012. Outside of financial advising, he has experience as an independent insurance agent and was involved in a home remodeling business for 14 years. Voya Financial Advisors serves a broad client base, including individuals, retirement plan sponsors, and charitable organizations, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through multiple program structures, emphasizing recommendation-based, non-discretionary management for the majority of its assets.
Tobias C
Series 63
Columbus, OH
Voya financial Advisors, Inc.
Tobias Cardone Jr. is a financial advisor at Voya Financial Advisors, Inc. with 43 years of industry experience. He holds a Series 63 designation and has been with Voya Financial Advisors since 2014. Outside of his advisory role, he is an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, primarily offering non-discretionary investment recommendations.
Tina H
Series 63
Columbus, OH
Voya financial Advisors, Inc.
Tina Hohl is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and 34 years of industry experience. She has been with Voya Financial Advisors since 2014. Outside of her advisory role, she volunteers with Junior Achievements of OKI Partners, assisting elementary school teachers in educating children about money management and spending. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides financial planning, portfolio management, and consulting services through various program structures, primarily offering non-discretionary advice and maintaining a dual role as an SEC-registered investment adviser and broker-dealer.
Kevin E
Series 66
Columbus, OH
Voya financial Advisors, Inc.
Kevin Evans is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and 14 years of industry experience. He has been with Voya since 2014. Outside of his advisory work, he serves as Vice President of the St. Vincent DePaul nonprofit organization and is an ad hoc board member for the Clan Crawford Association. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, and primarily provides non-discretionary recommendations.
Michael S
CFP®, Series 63
Columbus, OH
Voya financial Advisors, Inc.
Michael Slyby is a CFP® with 25 years of experience in the financial services industry. He is currently affiliated with Voya Financial Advisors, Inc. and has previously worked at firms including LPL Financial, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory role, he serves as a trustee, elder, deacon, and committee member at University Baptist Church. Voya Financial Advisors, Inc. serves individual and institutional clients with a broad range of financial planning and portfolio management services, delivering advice primarily through non-discretionary arrangements and multiple program structures.
Todd R
Series 66
Columbus, OH
Voya financial Advisors, Inc.
Todd Richhart is a financial advisor at Voya Financial Advisors, Inc. with 18 years of industry experience. He holds the Series 66 credential and has previously worked at Allstate Insurance Company and VALIC Financial Advisors. In addition to his advisory role, he operates as an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services, primarily through non-discretionary, recommendation-based arrangements.
Barnett M
Columbus, OH
Voya financial Advisors, Inc.
Barnett Mc Gowan is a financial advisor at Voya Financial Advisors, Inc. in Columbus, OH, with seven years of industry experience. Prior to joining Voya, he worked at NYLIFE Securities LLC and New York Life Insurance Co., as well as at American Apex Corp and Carmax. Outside of his advisory role, he serves as an Independent Insurance Agent and is involved in content creation focused on philosophical anthropology, military history, comics, and Star Wars for various YouTube channels. He also participates as a poll worker and serves as Treasurer on the Board of Directors for the Warriors' Journey Home Ministry, a veterans organization. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and retirement plan consulting. The firm operates through various program structures, emphasizing recommendation-based, non-discretionary advice, and maintains both SEC-registered investment adviser and broker-dealer registrations.
Brianne C
Series 66
Columbus, OH
Voya financial Advisors, Inc.
Brianne Caldwell is a financial advisor at Voya Financial Advisors, Inc. with four years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services Advisors, Inc. and Welsh Hills Financial Services. Outside of her advisory role, she is a musician who plays the fiddle. Voya Financial Advisors serves a broad range of individual and institutional clients, offering services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary programs and operates as both a registered investment adviser and broker-dealer.
Laurel L
Series 63, Series 66
Columbus, OH
Voya financial Advisors, Inc.
Laurel Link is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding Series 63 and 66 licenses and bringing 21 years of industry experience. She has been with Voya since 2014. Outside of her advisory role, she serves as team mom for the Alter High School girls soccer team, managing various fundraising and team activities. Voya Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting through multiple advisory program structures. The firm primarily provides non-discretionary investment recommendations and operates as both an SEC-registered investment adviser and broker-dealer.
Christopher N
Series 66
Columbus, OH
Voya financial Advisors, Inc.
Christopher Nicola is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding a Series 66 license and 10 years of industry experience. He has been with Voya Financial Advisors since 2016. Nicola is also involved with The Verdi Group, an independent financial services entity, and works as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary recommendations across various program structures, combining its roles as both an SEC-registered investment adviser and broker-dealer.
David S
Series 66
Columbus, OH
Voya financial Advisors, Inc.
David Sheppard is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and 13 years of industry experience. He has been with Voya since 2018 and previously worked at VALIC Financial Advisors. Outside of his advisory role, he is a member of the Capital City Cigar Club and holds a partial ownership interest in Leather and Oak Spirits, a distillery in Ohio. Voya Financial Advisors serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures that emphasize recommendation-based, non-discretionary relationships.
Jared D
Series 63
Columbus, OH
Voya financial Advisors, Inc.
Jared Dubeansky is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and 11 years of industry experience. He has been associated with Voya since 2012 and also operates Old Mentor Cigar Shop, a retail business he has managed since 2013. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering a variety of financial planning and portfolio management services through multiple program structures. The firm emphasizes non-discretionary advice and operates as both an SEC-registered investment adviser and broker-dealer.
Harold M
Columbus, OH
Voya financial Advisors, Inc.
Harold Morley is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding 42 years of industry experience. He has worked at Voya Financial Advisors since 2018 and previously held positions at MassMutual and MSI Financial Services, Inc. In addition to his advisory role, Morley operates as an independent insurance agent selling fixed insurance products. Voya Financial Advisors serves a wide range of clients, including individual investors, institutional clients, retirement plan sponsors, and charitable organizations. The firm offers financial planning, portfolio management, and access to third-party money managers, primarily delivering advice through non-discretionary, recommendation-based relationships.
Randy S
Series 63
Columbus, OH
Voya financial Advisors, Inc.
Randy Sharp is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and 31 years of industry experience. He has been with Voya and its affiliated entities since 2014. In addition to his advisory role, he is an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm offers a variety of financial services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting, often providing non-discretionary recommendations through multiple program structures.
Karl R
CFP®, Series 66
Columbus, OH
Voya financial Advisors, Inc.
Karl Rubin is a CFP® and Series 66 credentialed financial advisor with 30 years of industry experience. He has been with Voya Financial Advisors, Inc. since 2014. Rubin serves on the finance committee of the Columbus Jewish Federation and is a board member of Congregation Tifereth Israel, where he participates in board meetings and presents on synagogue activities. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based programs.
Regina T
Series 63
Columbus, OH
Voya financial Advisors, Inc.
Regina Tomek is a Series 63 licensed financial advisor with 26 years of industry experience. She has been with Voya Financial Advisors, Inc. since 2014. Outside of her advisory work, she serves as Vice President of the Cleveland Central Catholic Alumni Association, where she is involved in organizational and fundraising activities. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based programs.
Dale V
Series 63, Series 65
Columbus, OH
Voya financial Advisors, Inc.
Dale Van Valkenburg is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Voya Financial Advisors and VOYA Financial since 2014. Outside of his advisory role, he is also an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse range of clients, including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides financial planning, portfolio management, and various advisory programs, with a focus on recommendation-based, non-discretionary management alongside affiliated retirement-advice offerings.
Brian K
Series 66
Columbus, OH
Voya financial Advisors, Inc.
Brian Koch is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and 14 years of industry experience. He has worked at Voya since 2015 and is the owner of Koch Cushing Financial Group, a financial advising and planning business. Koch also holds an independent insurance agent position focused on fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting through various program structures, primarily providing non-discretionary recommendations.
Michael H
Series 66
Columbus, OH
Voya financial Advisors, Inc.
Michael Helsel is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 credential and with 21 years of industry experience. He has been with Voya Financial Advisors since 2014 and is also involved with The Verdi Agency, LLC and The Verdi Group, both operating in financial services for over a decade. Outside of his advisory role, Helsel owns and manages a holding company. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm predominantly provides non-discretionary investment recommendations and operates both as an SEC-registered investment adviser and a broker-dealer.
Christopher C
Series 63, Series 66
Columbus, OH
Voya financial Advisors, Inc.
Christopher Cox is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has worked at Voya Financial Advisors and ADP Broker-Dealer, Inc., among other roles. In addition to his advisory work, he serves as president of Family Financial Planning Investment & Insurance and operates as an independent insurance agent. Voya Financial Advisors, Inc. serves a diverse client base including individual, institutional, and high-net-worth clients, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures. The firm emphasizes recommendation-based advice within predominantly non-discretionary arrangements.
Curtis C
Series 66
Columbus, OH
Voya financial Advisors, Inc.
Curtis Cutler is a financial advisor with Voya Financial Advisors, Inc. based in Columbus, OH, holding a Series 66 designation. He has experience at multiple firms including JPMorgan Chase, Smithfield Foods, and Intuit. Voya Financial Advisors serves a diverse client base including individuals, institutions, and corporate retirement plans. The firm provides financial planning, portfolio management, and access to third-party managers, primarily delivering non-discretionary advice through various program structures.
Daniel J
Series 66
Columbus, OH
Voya financial Advisors, Inc.
Daniel Jacobs Sr. is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and 34 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of financial services including planning, portfolio management, wrap programs, and plan-sponsor consulting, with a focus on recommendation-based, non-discretionary relationships.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
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