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Andre R

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Andre Reguinho is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 66 credentials and has 16 years of industry experience. Prior to joining Nationwide Investment Advisors, he worked at Merrill Lynch. 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.

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

CFP®, Series 66

Columbus, OH

The huntington Investment company

Stephen Garrett is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company in Columbus, OH. He has worked at The Huntington Investment Company since 2014 and was previously with Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, including high-net-worth clients, as well as charitable organizations and corporations, offering advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model combining third-party and affiliate offerings, with advisory arrangements primarily based on percentage-of-assets wrap fees.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Denton S

Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Denton Smith is a financial advisor at Nationwide Investment Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Nationwide Investment Services Corporation, Infinex Investments, and Community Bank of the Chesapeake. 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 base of retail participant accounts within a family of affiliated financial companies.

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

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Kerryl Johnson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. Her prior work includes roles at Nationwide Investment Services Corp, Wells Fargo Clearing, and Wells Fargo Advisors. She serves as a board member for Prodigal Business Systems, a role she has held since 2023. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and advisory services focused on ERISA 401(k), 403(b), and 457(b) plans. The firm employs independent fiduciary experts for portfolio construction and operates within a family of affiliated financial companies that provide custody, recordkeeping, and product services.

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

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Jason Bowen is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, Gwfs Equities, Inc., Mml Distributors, LLC, and MassMutual. 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 for portfolio construction and serves a large number of retail participant accounts within a family of affiliated financial companies.

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

Series 66, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Jonathan Michaels is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and 19 years of industry experience. He has worked extensively within Nationwide-affiliated firms since 2010, including Nationwide Mutual Insurance and Nationwide Investment Services Corporation. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary ProAccount assets. The firm serves a large client base through a scale-oriented, recordkeeper-driven model, relying on independent financial experts for portfolio development and focusing exclusively on retirement plans rather than individual or charitable clients.

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

ChFC®, Series 65, Series 63

Columbus, OH

First Command Advisory Services

Sean Tuttle is a ChFC® and holds the Series 65 and Series 63 licenses. He has 18 years of experience in the financial services industry and has been with First Command Advisory Services since 2015. Prior to that, he was associated with First Command Insurance Services, Inc. and First Command Financial Planning, Inc. since 2008. He is also the president of Sean A Tuttle Financial, an S Corporation related to his advisory work. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios and third-party managers from approved universes.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Robert S

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Robert Snyder is a financial advisor at Nationwide Investment Advisors, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Nationwide Investment Services Corporation and Facet Wealth. Prior to his advisory roles, he held various positions including at Randstad and was a student at Ohio State University. 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 manages approximately $16.7 billion in ProAccount assets and employs a scale-oriented, recordkeeper-driven model that serves a large client base focused on retirement plans.

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

Columbus, OH

Nationwide Investment Advisors, LLC

Harold Schafer Jr. is a financial advisor with Nationwide Investment Advisors, LLC, holding 27 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and has a long tenure at affiliated Nationwide entities dating back to 1990. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance, managing approximately $16.7 billion in ProAccount assets. The firm serves a large client base with a scale-oriented and recordkeeper-driven model, focusing exclusively on retirement plans rather than high-net-worth or corporate clients.

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

Series 63, Series 66

Columbus, OH

Transamerica Financial Advisors

Justin Carras is a financial advisor with Transamerica Financial Advisors in Columbus, OH, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked with several firms, including Educational Retirement Advisors, where he volunteers to provide financial education and literacy seminars to public employees. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm delivers services through a large advisor network using model portfolios and third-party managers, with approximately $1.7 billion in regulatory assets under management.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Justin B

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Justin Bailey is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, Transamerica affiliates, Wells Fargo Clearing, and Yolo Federal Credit Union. Outside of his advisory work, he has been a rideshare driver for Lyft and Uber since 2016. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, managing approximately $16.7 billion in ProAccount assets as of the end of 2025. The firm uses model portfolios developed by independent financial experts and serves a large client base via a scale-oriented, recordkeeper-driven approach focused on plan participants and sponsors.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Matthew Rizzo is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Nationwide Investment Services Corp since 2020 and has prior experience with PNC Funds Distributor, LLC and PNC Capital Advisors dating back to 2010. 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 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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Steven S

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Steven Schmittauer is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Nationwide Financial since 2006. 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 partners with independent fiduciary experts to develop model portfolios and serves a large client base through 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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Jared W

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Jared Williams is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has been with Nationwide Investment Services Corporation since 2011. Outside of his advisory role, he serves as a referee and assistant referee for Montana youth soccer games. 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.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Candice Cataldi is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. She has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2002. 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.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Klark Krauter is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2003. 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.

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

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Eric Sonntag is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation and Edward Jones. Outside of his advisory work, he operates Indy Monster Garage, a business based in Indianapolis. 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 partners with independent fiduciary experts to manage portfolios and provides both discretionary and non-discretionary services within a large-scale retirement-plan focus.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Jeremy White is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 designations and 21 years of industry experience. He has been with Nationwide Investment Services Corporation since 2013. 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 uses 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
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Matthew J

Series 66

Columbus, OH

Key Investment Services LLc

Matthew Jones is a Series 66-licensed financial advisor with 10 years of industry experience. He currently works at Key Investment Services LLC and has previously held roles at The Huntington Investment Company, JPMorgan Securities LLC, and Charles Schwab. Key Investment Services LLC serves individuals, high-net-worth clients, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, offering access to third-party discretionary managers and providing supervisory oversight within the KeyCorp group.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Mariah W

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Mariah Wood is a financial advisor at Nationwide Investment Advisors, LLC with nine years of industry experience. She holds Series 63 and Series 65 designations and has worked with Nationwide Investment Services Corp since 2017. Outside of her advisory role, she is a self-employed artist based in Austin, TX. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance, offering discretionary and non-discretionary investment advisory services supported by independent financial experts.

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