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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.

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

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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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.

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

Series 63, Series 65

Hilliard, OH

PNC Wealth Management

Alan Dennis is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior work includes roles at U.S. Bank and various PNC entities dating back to 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary account that uses algorithm-driven risk assessments and invests through approved model strategies with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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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.

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

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

Series 66

Hilliard, OH

PNC Wealth Management

Kurt Colopy is a financial advisor with PNC Wealth Management, holding a Series 66 designation and three years of industry experience. Prior to joining PNC, he worked at Bank of America and Merrill. Outside of finance, he has experience in the hospitality industry, having worked at Gallows Tap Room. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account designed for employees with PNC Bank online‑banking credentials. The firm uses algorithmic risk assessment and delegates investment execution and proxy voting to third parties.

Passive / index investing Active portfolio management Wealth management Executive
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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.

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

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

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

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Carla Jimenez is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Nationwide Investment Services Corp since 2013. Outside of her advisory role, she serves as Secretary for the St. Frederick and St. Stephen Service Club in Edisto Island, SC. 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 number of retail participant accounts through both discretionary and non-discretionary services.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Thomas Tyson is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Nationwide Investment Services Corp since 2020 and previously spent nine years at Invesco Distributors, Inc. 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 serves a large client base with a scale-oriented, recordkeeper-driven model and relies on independent financial experts to develop model portfolios.

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

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Nikolas Victor is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 10 years of industry experience and has worked at Nationwide Investment Services Corporation since 2015. 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 employs independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services within a large client base focused on retirement-plan business.

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

ChFC®, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Brandy Dom is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® and Series 65 designations and possessing 19 years of industry experience. She has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2005. Dom serves as a board member and on the financial committee for At Home By High, a nonprofit organization based in Columbus, OH. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and 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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Jacob S

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Jacob Sours 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 14 years of industry experience. Since 2011, he has been affiliated with Nationwide Services Investment 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 utilizes independent fiduciary experts to develop 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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Michael R

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Michael Richardson is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Nationwide Investment Services Corp since 2019 and previously at Gwfs Equities, Inc. from 2016 to 2019. Nationwide Investment Advisors primarily serves 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 utilizes independent financial experts for portfolio construction, focusing on a large scale client base within the retirement plan sector.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Christopher Groh is a financial advisor at Nationwide Investment Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Nationwide Investment Services Corporation since 2013. Nationwide Investment Advisors 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 serves over 250,000 clients using 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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John B

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

John Brennan Jr. is a financial advisor at Nationwide Investment Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Davenport & Company LLC and Nationwide Investment Services Inc. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, utilizing model portfolios developed by independent financial experts. The firm manages approximately $16.7 billion in ProAccount assets and serves over 250,000 clients through a scale-oriented, recordkeeper-driven model.

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

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Tonya Sax is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and 23 years of industry experience. Her prior roles include positions at PNC Bank and various PNC-affiliated firms, as well as Fisher Investments. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, which manages approximately $16.7 billion in discretionary assets. The firm operates a scale-oriented, recordkeeper-driven model, serving over 250,000 clients with roughly 398 advisors.

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