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Eric G

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Eric Glinsky is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2006. Outside of his advisory role, he is involved with CRIMSOCANE, LLC, which operates a website providing opinions on sporting events. Nationwide Investment Advisors offers 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 within a family of affiliated financial companies.

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

Series 65, Series 63

Columbus, OH

Private Advisor Group, LLC

Drew Boyer is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 licenses and 22 years of industry experience. He has worked at multiple firms, including CME Financial Services, LLC, LPL Financial, LLC, and Symphony Partners Advisory Ltd., LLC. Outside of advisory roles, Boyer is an author of a book titled *Hip Hop X Finance*. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a range of advisory programs. The firm supports its investment adviser representatives with access to third-party asset managers, model portfolios, and technology platforms designed to align with client goals and preferences.

Retired Founder/Business Owner
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Lesley B

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Lesley Bachman is a financial advisor at Nationwide Investment Advisors, LLC with seven years of industry experience. She holds Series 63 and Series 66 credentials. Her prior roles include positions at Nationwide Investment Services Corporation, Charles Schwab & Co., Inc., and the City of Peoria. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and the Advice Program. The firm manages approximately $16.7 billion in ProAccount assets under discretionary management and emphasizes a scale-oriented, recordkeeper-driven model serving over 250,000 clients.

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

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Mauro Avila is a financial advisor at Nationwide Investment Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Nationwide Investment Services Corporation, Farmers Financial Solutions, and Wells Fargo in various capacities. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner, managing approximately $16.7 billion in ProAccount assets. The firm serves a large client base using a scale-oriented, recordkeeper-driven model and relies on independent financial experts to develop model portfolios and investment lineups.

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

Series 63, Series 66, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Sean Czepiel is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63, 65, and 66 licenses and 15 years of industry experience. Prior to joining Nationwide Investment Services Corporation in 2025, he worked at RMR Wealth Builders, Inc. and EZTPA, LLC from 2022 to 2025, and was previously associated with Edward Jones and MassMutual Financial Group. 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 serves 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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Hannah B

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Hannah Burt is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. Her prior roles include positions at Nationwide Investment Services Corporation, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Citibank. 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 discretionary assets and employs a scale-oriented, recordkeeper-driven model focused on plan participants rather than high-net-worth individuals or corporate clients.

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

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Jason Dixon is a Series 66-licensed financial advisor with 27 years of industry experience. He is currently with Nationwide Investment Advisors, LLC and has previously worked at firms including KeyBank, TD Ameritrade, and Scottrade. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, utilizing a model that relies on independent financial experts for portfolio construction and automated enrollment. The firm manages a substantial client base through programs such as ProAccount, focusing on a scale-driven, recordkeeper-based approach.

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

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Jeffrey Waldeck is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Charles Schwab since 1997 and Nationwide Investment Services Corp since 2019. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice for ERISA 401(k) plans 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 governed by plan documents and participant risk profiles.

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

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Weltha Smith is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 licenses and 11 years of industry experience. She has been affiliated with Nationwide Investment Services Corp since 1997. Outside of financial services, she owns a nail spa business in Helena, AL. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets under discretionary management. The firm serves a large client base through a scale-oriented, recordkeeper-driven model that relies on outsourced portfolio construction and automated enrollment.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Venus Rosario is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 63 and Series 65 credentials and has eight years of industry experience. Prior to her current role, she worked at Nationwide Investment Services Corp and Nationwide Retirement Solutions. 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.

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

ChFC®, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Steven Jesenko is a financial advisor at Nationwide Investment Advisors, LLC with 26 years of industry experience. He holds the ChFC® designation and Series 65 license, and has worked at Nationwide Investment Services Corporation since 2010. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner. The firm manages approximately $16.7 billion in ProAccount assets and serves a large client base with a scale-oriented, recordkeeper-driven model that relies on outsourced portfolio construction and automated enrollment.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Raul Vargas is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His work history includes roles at Nationwide Investment Services Corp., Human Interest, Gallagher Benefit Services, Newport Group, Inc., and Massachusetts Mutual Life Insurance Company. Nationwide Investment Advisors primarily provides investment advisory services to retirement plan sponsors and participants, using model portfolios developed by independent experts and serving a large client base through a scale-oriented, recordkeeper-driven approach.

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

Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Drew Brenner is a Series 65-licensed financial advisor with Nationwide Investment Advisors, LLC in Columbus, Ohio, bringing 11 years of industry experience. He previously worked at Nationwide Investment Services Corporation and Nationwide Funds Distributors LLC. Brenner serves in the U.S. Air Force Reserves and owns Covrett Arms, a small arms instruction business in Delaware, Ohio. 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 a family of affiliated financial companies.

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

Series 63, Series 65

Columbus, OH

&PARTNERS

Craig Halliday is a financial advisor at &PARTNERS with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement plan consulting using a combination of proprietary and third-party strategies, supported by ongoing monitoring and account reviews.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Jeffrey L

ChFC®, Series 66

Columbus, OH

The huntington Investment company

Jeffrey Lawler is a ChFC® and Series 66 credentialed financial advisor with 25 years of industry experience. He is currently with The Huntington Investment Company and previously worked at Ameriprise, The Leaders Group, Millennium Brokerage, and Nationwide Investment Services Corporation. Lawler serves on the advisory boards of Franklin University’s Leadership Center and Sales Center, contributing to non-profit initiatives focused on education and leadership development. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals—including high-net-worth clients—charitable organizations, and businesses. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party managers and proprietary Private Bank strategies.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Andrew F

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Andrew Frederick is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Nationwide Investment Services Corporation since 2016. 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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Gayge C

Series 66

Columbus, OH

The huntington Investment company

Gayge Carroll is a financial advisor at The Huntington Investment Company with three years of industry experience. She holds a Series 66 credential and has previously worked at AGIA, Valic Financial Advisors, and PNC Bank. Outside of her advisory work, Carroll owns Moss & Marble Candles L.L.C., an e-commerce and local flea market business that produces and sells various candle products. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, and corporations with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party and proprietary investment strategies.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Thomas N

Series 66, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Thomas Nawrocki is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 66 and Series 63 designations and bringing 28 years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, GWFS Equities, Inc., MML Distributors, LLC, and MassMutual Life Insurance Company. 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 experts for portfolio construction and automated enrollment features.

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

CFP®, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Rance Edwards is a CFP® with 10 years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. His prior experience includes roles at J.P. Morgan Securities, Morgan Stanley, USAA Financial Advisors, and Ameriprise Financial Services. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice focused on ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios 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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Kimberly P

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Kimberly Popoff is a Series 66-licensed financial advisor with 12 years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC since 2026. Her work history includes roles at Nationwide Investment Services Corporation, Voya Financial, OneAmerica Securities, American United Life, and Wells Fargo Advisors. 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 employs a scaled, recordkeeper-driven model serving over 250,000 clients with roughly 398 advisors, focusing on plan participants and sponsors using outsourced portfolio construction and automated enrollment.

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