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William V
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
William Vassas III is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Nationwide Investment Services Corporation 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 employs independent fiduciary experts for portfolio construction and serves approximately 270,000 clients with a broad range of discretionary and non-discretionary services.
Lisa J
Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Lisa Johnson is a financial advisor at Nationwide Investment Advisors, LLC with 20 years of industry experience. She holds a Series 65 designation and has been with Nationwide Investment Services Corporation since 2005. 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 employs independent fiduciary experts to develop model portfolios and serves a large retail participant base through both discretionary and non-discretionary services.
Sherri P
CFP®, ChFC®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Sherri Panttaja is a CFP® and ChFC® with 16 years of industry experience. She is currently with Nationwide Investment Advisors, LLC and has previously worked at Nationwide Investment Services Corp, MML Distributors, LLC, and Massachusetts Mutual Life Insurance Company. 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.
Scott H
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Scott Howard is a financial advisor at Nationwide Investment Advisors, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including The Rawlings Company, Equitable Advisors, and AXA Advisors. Howard is also an Associated Person of ADP Strategic Plan Services LLC, providing investment advisory services to plan sponsors. Nationwide Investment Advisors, LLC offers investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance, managing approximately $16.7 billion in discretionary assets. The firm uses independent financial experts to develop model portfolios and serves a large client base by leveraging a scale-oriented, recordkeeper-driven model.
Alfonso S
ChFC®, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Alfonso Sorichetti Jr. is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. He holds the ChFC® designation and Series 66 license. Since 2015, he has been associated 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) plans and public 403(b)/457(b) plans. The firm employs independent fiduciary experts to develop model portfolios and serves a large client base within a family of affiliated financial companies.
Elizabeth T
Series 63, Series 66, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Elizabeth Trevino is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at Fidelity Investments and related Fidelity entities for over a decade before joining Nationwide Investment Services Corporation. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, which manages approximately $16.7 billion in discretionary assets. The firm serves a large client base through a recordkeeper-driven model that emphasizes outsourced portfolio construction and automated enrollment.
Ninoska M
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Ninoska Metcalfe is a financial advisor at Nationwide Investment Advisors, LLC with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with Nationwide Investment Services Corporation since 2011. 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 a range of discretionary and non-discretionary services.
Joshua A
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Joshua Aust is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 designations and has experience at Nationwide Investment Services Corporation, FCM Financial Planning, Maple Hill Golf, and Hudsonville High School. 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 for portfolio construction and manages a large number of retail participant accounts within a family of affiliated financial companies.
Austin G
Series 63, Series 65
Lancaster, OH
The huntington Investment company
Austin Griffith is a financial advisor at The Huntington Investment Company with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services and The Huntington National Bank. Prior to his financial services career, he was involved with Islide Performance Horses and Autumn Rose Farm. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities, offering advisory and brokerage services through an open-architecture model that combines third-party and proprietary investment strategies.
Victor T
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Victor Tawn is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Nationwide Investment Services Corporation since 2016. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts, operating alongside affiliated companies that provide custody and recordkeeping services.
Kevin J
CFP®, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Kevin Jones is a CFP® with 13 years of industry experience currently with Nationwide Investment Advisors, LLC. He has worked at Edward Jones and serves in the US Army Reserve. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts for portfolio construction and manages a large number of retail participant accounts within a family of affiliated financial companies.
Sean M
ChFC®, Series 65, Series 63
Columbus, OH
Nationwide Investment Advisors, LLC
Sean Mc Laughlin is a ChFC® credentialed financial advisor with 10 years of experience, currently working at Nationwide Investment Advisors, LLC since 2016. Prior to this, he has been employed at O'Charley's Restaurant since 2012. 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 discretionary assets and serves a large client base using a model that emphasizes scale, recordkeeper partnerships, and outsourced portfolio management.
Keia H
Series 63, Series 65
Columbus, OH
The huntington Investment company
Keia Holt is a financial advisor with The Huntington Investment Company in Columbus, OH, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Huntington in 2026, she worked at Empower Advisory Group, Empower Financial Services, UBS Financial Services, and Nationwide Investment Services Corp. Outside of her advisory role, Holt serves as a pastor and founder of Covenant Believers Community Church and is an author who actively writes and promotes books. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and affiliate model offerings, with portfolio management and custodial services provided via National Financial Services.
Justin S
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Justin Slosar is a financial advisor at Nationwide Investment Advisors, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at Nationwide Investment Services Corp since 2012. Outside of his advisory role, he serves as a board member and secretary for Carroll Cares and works as an OHSAA basketball official. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts for portfolio construction and serves approximately 270,000 clients through a large team of advisors, operating within a family of affiliated financial companies.
Shawn D
ChFC®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Shawn Drake is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds the ChFC® designation, along with Series 63 and Series 65 licenses, and has 15 years of industry experience. Since 2015, he has been with Nationwide Investment Services Corporation. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including 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.
Angia M
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Angia Mcgeorge is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Robert Half/Accountemps, Waddell & Reed Inc, and various insurance carriers associated with W & R Insurance Agencies. She also serves as a bookkeeper for Titan Landscape Management LLC, a family business. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, which manages approximately $16.7 billion in discretionary assets. The firm employs a scale-oriented, recordkeeper-driven model and partners with independent financial experts to develop and implement model portfolios.
Angela B
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Angela Buchanan is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. She holds Series 63 and Series 65 licenses and has 30 years of industry experience. Her career includes longstanding roles at Nationwide Investment Services Corporation and Fulton County Government, as well as involvement with Khakis. 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.
Kristin R
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Kristin Reilly is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Nationwide Investment Services Corporation since 2011. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions for ERISA 401(k) plans and public 403(b)/457(b) plans. The firm employs independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services within a large retirement-plan-focused platform.
Nathan S
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Nathan Shevelow is a financial advisor at Nationwide Investment Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at The Huntington Investment Company and The Huntington National Bank. He also spent four years at The Ohio State University. 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.
Karen S
Series 65, Series 63
Columbus, OH
Nationwide Investment Advisors, LLC
Karen Socola is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and 11 years of industry experience. She has worked with Nationwide Investment Services Corporation since 2014. Outside of her advisory role, she owns a rental property business in Clifton Park, NY. 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 over $16 billion in discretionary assets and serves a large client base via a scale-oriented, recordkeeper-driven model that relies on independent financial experts for portfolio construction.
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1,316 advisors near
43147
within the area shown on the map
Out of 400,000+ nationwide