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Robert H

Series 66

Columbus, OH

Empower Advisory Group

Robert Hutchinson is a financial advisor with Empower Advisory Group in Columbus, OH, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Charles Schwab and Co., Inc. and TD Ameritrade before joining Empower in 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Jordan P

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Jordan Pinckney Jeffries is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior work includes roles at Gwfs Equities, Inc., MML Distributors, LLC, MassMutual, ADP Broker Dealer Inc., ADP LLC, and Jackson National Life Distributors, LLC. Outside of advising, he is involved as a group trainer at West Kept Secret, Inc., a Pilates gym. Nationwide Investment Advisors, LLC specializes in providing 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 operates a scale-oriented, recordkeeper-driven model that focuses exclusively on plan participants and sponsors.

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

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Donald Regan is a Series 66-licensed financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He has 13 years of industry experience and has been with Nationwide since 2014. 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 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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Mike M

Series 63, Series 65

Columbus, OH

PNC Wealth Management

Mike Miele is a financial advisor at PNC Wealth Management in Columbus, OH, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cantor Fitzgerald and TIAA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that utilizes algorithmic risk assessment and employs approved model strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Logan M

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Logan Meyer is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. He has been with Nationwide Investment Services Corporation since 2014. 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 as an ERISA fiduciary in certain contexts, managing 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 H

Series 65, Series 63

Columbus, OH

FIFTH THIRD SECURITIES, Inc.

Jonathan Hardy is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Columbus, OH, holding Series 65 and Series 63 licenses and six years of industry experience. He has been with Fifth Third Securities since 2019 and has been associated with Fifth Third Bank since 2015. FIFTH THIRD SECURITIES, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, employing multiple investment strategies including mutual funds, ETFs, separately managed accounts, and direct indexing.

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

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Rebekah Boone is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. She previously worked at Fidelity Brokerage Services LLC and Nationwide Investment Services Company. Outside of her advisory role, Boone is a partner in Hepburn Homes LLC, where she is involved in renovating rental properties. 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 employs a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and focuses exclusively on retirement plan clients.

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

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Clayton Puckett is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and 16 years of industry experience. His work history includes multiple roles at Nationwide Investment Services Corporation and a period at HUB International. 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 within a family of affiliated financial companies.

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

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Robert Back is a financial advisor at Nationwide Investment Advisors, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked within various Nationwide entities since 2010, including Nationwide Investment Services Inc. since 2019. 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 approximately 270,000 retail participant accounts through a large advisor team within a family of affiliated financial companies.

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

Series 65, Series 63

West Jefferson, OH

Independent Financial Partners

Donald Lozier is a financial advisor with Independent Financial Partners in West Jefferson, Ohio, holding Series 65 and Series 63 registrations and bringing 11 years of industry experience. His prior roles include positions at Money Concepts Capital Corp., Ebner Financial Group, and NSystems, LLC. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Michael B

Series 66, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Michael Beck is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. His prior work includes roles at Raymond James & Associates, Inc., Transamerica Capital, Inc., and Gwfs Equities, Inc. 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 ProAccount assets under discretionary management and focuses on a scale-driven, recordkeeper-oriented model that serves a large client base through outsourced portfolio construction and automated enrollment.

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

Series 66

Hilliard, OH

FIFTH THIRD SECURITIES, Inc.

Jillian Bowman is a financial advisor with Fifth Third Securities, Inc. She holds a Series 66 designation and has 24 years of industry experience. She has been with Fifth Third Securities since 2016. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.

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

Series 63, Series 65

Columbus, OH

Citizens Securities, Inc.

Michael Titus is a financial advisor at Citizens Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with Citizens Securities since 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Elisha R

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Elisha Roberts Cofer is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds Series 63 and Series 66 designations and has 26 years of industry experience. His prior work includes roles at Nationwide Investment Services Corp and The Huntington National Bank and The Huntington Investment Company. Outside of his advisory work, he is a 10% owner of Cofer Consulting Solutions LLC, where he supports entry talent management by assisting the company president. 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 manage portfolios and provides both discretionary and non-discretionary services within a family of affiliated financial companies.

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

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Macallan Hewitt is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes roles at Nationwide Investment Services Corporation, Ameritas Investment Corp, Ameritas Life Insurance Corp, MDT Advisers, and Northeastern University. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount, which had approximately $16.7 billion in assets under discretionary management as of December 31, 2025. The firm relies on independent financial experts to develop model portfolios and focuses on a high client-to-advisor ratio using a scale-oriented, recordkeeper-driven approach.

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

Columbus, OH

Ameritas Advisory Services, LLC

Mark Haimerl is a financial advisor with Ameritas Advisory Services, LLC in Columbus, Ohio, holding 18 years of industry experience. His career includes roles at multiple firms such as DeVerna & Co Financial, Creative Financial Partners, and SOBE Partners LLC. He is also the owner of The Wealth Lab, a fee-based advisory practice serving clients in central Ohio. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and ongoing consulting, supported by a broad network of Investment Adviser Representatives and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Anthony F

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Anthony Flowers is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and 13 years of industry experience. He previously worked at Axa Advisors, LLC from 2013 to 2018 before joining Nationwide Investment Services Corp in 2018. 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 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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Alexander D

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Alexander Dillmann is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His career includes roles at Nationwide Investment Services Corporation, MML Investors Services, LLC, and MassMutual Life Insurance Company. Dillmann also served in the Ohio House of Representatives in 2019. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, managing about $16.7 billion in discretionary assets. The firm uses a scale-oriented, recordkeeper-driven model supported by independent financial experts for portfolio construction and focuses exclusively on plan participants and sponsors.

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

Series 63, Series 66

Gahanna, OH

FIFTH THIRD SECURITIES, Inc.

Shannon Arias is a financial advisor with Fifth Third Securities, Inc. in Newark, Ohio, holding Series 63 and Series 66 credentials and 19 years of industry experience. Her career includes multiple tenures at Fifth Third and Charles Schwab, spanning roles in both firms since 2007. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

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

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

John Bennett is a ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Nationwide Investment Advisors, LLC since 2006 and has worked at Nationwide Investment Services Corp. since 2000. Outside of his advisory role, Bennett holds a part-time position at Nordstrom. 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 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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