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Melanio C

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Melanio Casupanan III is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Since 2013, he has worked with Nationwide Investment Services Corp. 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 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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Nathan H

Series 65, Series 63

Columbus, OH

FIFTH THIRD SECURITIES, Inc.

Nathan Honigford is an advisor at Fifth Third Securities, Inc. in Columbus, OH, holding Series 65 and Series 63 registrations with one year of industry experience. Prior to joining Fifth Third Securities, he worked at Fifth Third Bank, N.A. and held various roles outside the financial industry, including positions at Grubhub and Chipotle. Outside of his advisory work, he serves as a golf caddie at Scioto Country Club and works as a delivery driver for DoorDash. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering access to the Passageway Managed Account Program with multiple portfolio management options including mutual funds, ETFs, separately managed accounts, and direct indexing strategies.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Andrew T

Series 66

Columbus, OH

The huntington Investment company

Andrew Tracy is a financial advisor with The Huntington Investment Company in Columbus, Ohio, holding a Series 66 designation and 19 years of industry experience. His career includes seven years at J.P. Morgan Securities and JP Morgan Chase Bank NA and multiple roles at The Huntington Investment Company since 2019. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers various wrap-fee programs through an open-architecture model that integrates third-party sub-managers with proprietary Private Bank strategies and custodial services via National Financial Services.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Damon O

ChFC®, Series 66, Series 63

Hilliard, OH

The huntington Investment company

Damon Owens is a financial advisor at The Huntington Investment Company with the ChFC® designation and Series 66 and Series 63 licenses, bringing four years of industry experience. His prior roles include positions at Ameriprise Financial Services, Northwestern Mutual, and POWR Management LLC. He has also been involved with Links N Lemonade LLC outside of his advisory career. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Gregory W

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Gregory Watson is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 33 years of industry experience. He has worked at Nationwide Investment Services Corporation since 1999. Outside of his advisory role, he is a partner in Midwest Thunder Midgets LLC. Nationwide Investment Advisors serves 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 focuses on scalable, recordkeeper-driven solutions and utilizes independent experts for portfolio construction under various fiduciary arrangements.

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

Series 66

Columbus, OH

The huntington Investment company

Danny Mizer Jr. is a financial advisor at The Huntington Investment Company with 10 years of industry experience. He holds a Series 66 designation and has worked at Huntington National Bank and The Huntington Investment Company since 2010. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Stephen E

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Stephen Ebert is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He 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) plans 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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John D

Series 66

Columbus, OH

Kestra Advisory

John Dobies is a financial advisor with Kestra Advisory in Columbus, OH, holding the Series 66 designation and having one year of industry experience. Prior to his current role, he worked at Merkel Wealth Management and Kestra Investment Services, LLC. Outside of his advisory work, he owns MostDobe LLC, a business that furnishes and rents units on Airbnb. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including plan design, compliance testing, fiduciary consulting, and investment advice, serving clients such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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David S

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

David Sarmir is a financial advisor at Nationwide Investment Advisors, LLC with 32 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. He has been with Nationwide Investment Advisors since 2006 and has worked at Nationwide Investment Services Corp since 2000. Outside of his advisory role, he holds a part-time position at Beder Tender. 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 approximately 270,000 clients through a large advisory team within a family of affiliated financial companies.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Luis Ricardo is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at VALIC Financial Advisors, Allstate Insurance Co, and Transamerica Financial Advisors. Outside of finance, he is a self-employed musician based in Houston, TX. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and advisory programs for ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes 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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Tristan P

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Tristan Petrauskas is a financial advisor at Nationwide Investment Advisors, LLC with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Nationwide Financial, BMO Investment Services, LPL Financial, and First Midwest Bank. 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 with a scale-oriented, recordkeeper-driven model.

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

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Christopher Binting is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Nationwide Investment Services Corp since 2012. Outside of his advisory role, he coaches competitive swimming with the Greater Columbus Swim Team of Ohio and owns Binting Aquatics, LLC. 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 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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Justin B

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Justin Bryant is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and 17 years of industry experience. His prior work includes positions at Franklin Templeton Distributors, Inc., ProEquities, Inc., and Protective Life. 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 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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Christina G

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Christina Gregory is a financial advisor at Nationwide Investment Advisors, LLC with 18 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked previously at CUNA Brokerage Services, Inc. Gregory also serves on the National Board of Directors for the We Promote Inspire Network. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and advice for 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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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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Rakesh S

Series 63, Series 65

Columbus, OH

FIFTH THIRD SECURITIES, Inc.

Rakesh Singh is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and 21 years of industry experience. His career includes roles at J.P. Morgan Securities and J.P. Morgan Chase Bank prior to joining Fifth Third Securities in 2019. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with a combined broker-dealer and municipal advisor registration.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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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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