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Christina L

CFP®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Christina Lessard is a Certified Financial Planner (CFP®) with 18 years of industry experience. She has worked at Nationwide Investment Services Corp since 2018 and previously spent 11 years at The Vanguard Group, Inc. She is based in Columbus, Ohio and holds Series 63 and Series 65 licenses. Nationwide Investment Advisors, LLC 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 engages 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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Cian N

Series 65, Series 63

Gahanna, OH

FIFTH THIRD SECURITIES, Inc.

Cian Nielsen Mayer is a financial advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 licenses and two years of industry experience. He has been with Fifth Third Securities since 2023 and has worked at Fifth Third Bank since 2015. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies to meet various risk profiles and investment preferences.

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

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Matthew Zusel is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 credentials and 14 years of industry experience. His prior work includes roles at Nationwide Financial and Paychex, Inc. He is also the owner of an online eBay store, Z2Sports, which specializes in buying and selling sports cards. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner, managing significant assets under discretionary management. The firm employs a scale-oriented, recordkeeper-driven model and partners with independent financial experts for portfolio construction and investment recommendations.

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

ChFC®, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Kevin Rayborn is a ChFC®-designated financial advisor with 22 years of industry experience. He has been with Nationwide Investment Advisors, LLC and Nationwide Investment Services Corporation since 2006. Based in Columbus, OH, he works within an enterprise firm that serves a large client base. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm manages approximately $16.7 billion in ProAccount assets under discretionary management and uses 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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Christopher W

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Christopher Waters is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior work includes roles at Nationwide Investment Services Corp, GWFS Equities, Planned Financial Services, LLC, and LPL Financial. Outside of finance, he is the owner and sole proprietor of Chris's Cookies and Desserts, a business he has operated 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 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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William W

Series 63, Series 65

Lancaster, OH

Stratos Wealth Partners, Ltd

William Weimer is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Stratos Wealth Partners since 2012, with additional affiliation at LPL Financial since 2012. Weimer also operates a custom investment strategy business under a DBA. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets for over 24,000 clients. The firm provides advisor-managed portfolios, model portfolios, third-party manager access, and a variety of financial planning services, utilizing an open-architecture approach that integrates multiple external platforms and tools.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Karen L

Series 66

Columbus, OH

First Command Advisory Services

Karen Loomis is a financial advisor with First Command Advisory Services in Columbus, Ohio, holding a Series 66 designation and four years of industry experience. Prior to her current roles at First Command, she worked at NexFinancial Analytikos and the Defense Information Systems Agency. She is the owner of RBL Capital Company, an S-Corp supporting her independent contractor position at First Command, and serves as a trustee for her parents. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, with investment decisions made by a centralized Investment Management Team and Wealth Portfolio Managers using approved model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Jeanna C

CFP®, Series 66, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Jeanna Clark is a CFP® with 17 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. She has previously worked at LEGATO Financial Group, Northwestern Mutual Investment Services, Robert Baird & Co., and J.J.B. Hilliard W.L. Lyons. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, Smart Alliance, and the Advice Program, managing approximately $16.7 billion in ProAccount assets as of December 31, 2025. The firm uses independent financial experts to develop model portfolios and focuses on a scale-oriented, recordkeeper-driven approach serving over 250,000 clients.

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

Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Jessica Rosen is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds a Series 65 designation and has seven years of industry experience. Her prior work includes roles at Nationwide Investment Services Corp, Voya Financial Advisors, Questar Capital Corporation, Questar Capital, and Ameriplan Financial. 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 model 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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Mary Z

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Mary Bohan is a financial advisor at Nationwide Investment Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Lincoln Investment and Nationwide Investment Services Corporation. Outside of her advisory role, she is a financial coach through her personal business in Evanston, Illinois. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice for ERISA 401(k) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and manages a large retail participant base within a group of affiliated financial companies.

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

ChFC®, Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Gregory Howard is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation and Series 65 and Series 63 licenses. He has 22 years of industry experience, including 16 years with Nationwide Investment Services Corporation. Outside of finance, he is a drummer in a band and owns The Howard Hotel, LLC in Columbus, Ohio. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets under its flagship ProAccount program. The firm focuses on 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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Venetia A

Series 63, Series 65

Columbus, OH

The huntington Investment company

Venetia Abulaban is a financial advisor with The Huntington Investment Company in Columbus, OH, holding Series 63 and Series 65 credentials and having 40 years of industry experience. She has been with The Huntington Investment Company since 1994. While she does not have direct business activities outside of advising, her spouse owns and operates several fast food franchises and rental property ventures. 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 portfolios.

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

CFP®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Robert Eviston is a CFP® professional with 30 years of experience in the financial industry. He has worked at Nationwide Investment Services Corporation and Nationwide Insurance Co since 1988. Outside of his advisory role, he serves as the executor of a family estate. He is affiliated with Nationwide Investment Advisors, LLC, an enterprise firm that provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants. The firm employs 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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Syria C

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Syria Cribbs is a financial advisor at Nationwide Investment Advisors, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC and Wells Fargo Clearing Services LLC. 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 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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Guadalupe A

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Guadalupe Ayala is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been with Nationwide Investment Services Company since 2014. 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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David C

Series 63, Series 65

Columbus, OH

First Command Advisory Services

David Cortez is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work history includes positions at Wells Fargo Clearing, Edward Jones, and Branch Banking and Trust. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers, utilizing model portfolios and third-party managers selected from approved lists.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Deborah T

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Deborah Turner is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 22 years of industry experience, including 20 years at Nationwide Investment Advisors and 22 years at Nationwide Investment Services Corporation. Outside of her advisory role, she is a co-owner of R & D Real Estate Properties and Services, LLC, based in Charlotte, NC. 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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Morgan C

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Morgan Cocozello is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Nationwide Investment Advisors, Morgan worked at Nationwide Investment Services Corporation and held various roles including positions at Whole Foods Market and The Ohio State University. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, managing assets through programs like ProAccount, which reported approximately $16.7 billion in discretionary assets as of the end of 2025. The firm uses independent financial experts to develop model portfolios and focuses on a scale-oriented, recordkeeper-driven service model.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Amanda Asherson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Her prior work includes roles at Nationwide Investment Services Corporation, GWFS Equities, and Beneco. 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 number of retail participant accounts through 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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Joshua A

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Joshua Arnold is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds the ChFC® designation and Series 63 and 65 licenses, and has 20 years of industry experience. Prior to his current role, he has been with Nationwide Investment Services Corp since 2013. Outside of his advisory work, Arnold serves as a board member for MentorKids Kentucky and the Jr Cardinal Rugby Academy, and he owns a business called Blu Moose. 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 offers 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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