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Jasmine A
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Jasmine Adams is a financial advisor at Nationwide Investment Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including JP Morgan Securities LLC, Transamerica Investors Securities Corporation, and Valic Financial Advisors. 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 for portfolio construction and serves a large number of retail participant accounts within a family of affiliated financial companies.
Janice N
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Janice Nichols is a financial advisor at Nationwide Investment Advisors, LLC with 16 years of industry experience. She holds the Series 66 designation and has worked at 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) plans 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.
Sharon K
Series 66, Series 63
Columbus, OH
Nationwide Investment Advisors, LLC
Sharon Kiker is a financial advisor at Nationwide Investment Advisors, LLC with 27 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at Nationwide Investment Services Corporation since 2023, as well as at TIAA and TIAA-CREF since 2013. Nationwide Investment Advisors, LLC 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 discretionary ProAccount assets and serves a large client base using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.
William R
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
William Redihan is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Nationwide Investment Services Corp since 2000. Outside of his advisory role, he works as a driver for Mercedes Cab Company in Orleans, MA. 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.
Steven M
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Steven Mahn is a financial advisor at Nationwide Investment Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Nationwide Investment Services Corp since 2017, following brief periods at Edward Jones and Service Uniform. Outside of his advisory role, he also works as an Uber driver. 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 manages approximately $16.7 billion in ProAccount assets and utilizes independent financial experts to develop investment models, serving a large client base with a scale-oriented, recordkeeper-driven approach.
Kathleen D
Series 63, Series 65
Columbus, OH
Equity Services, inc.
Kathleen Doucet is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Columbus, OH, holding Series 63 and Series 65 licenses and having 29 years of industry experience. Her prior work includes roles at Colonial Life, Valic Financial Advisors, and Pruco Securities. Outside of her advisory work, she volunteers as a mentor with Leadership Worthington and Big Brothers Big Sisters and assists customers as a volunteer translator at the Bloom Free Store. Equity Services, Inc. provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently leveraging third-party asset managers and model portfolios, and operates both as a broker-dealer and SEC-registered investment adviser.
Roland W
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Roland Wilson is a financial advisor at Nationwide Investment Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Nationwide Investment Services Corporation since 2014. Outside of his advisory role, he is involved in a personal real estate investment business. 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 manages a large number of retail participant accounts within a network of affiliated financial companies.
Patricia N
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Patricia Nichols is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 designations and 28 years of industry experience. Her prior roles include positions at Nationwide Investment Services Corporation, Fidelity Investments, CUNA Brokerage Services, Suncoast Credit Union, AXA Advisors, and ICMA Retirement Corporation. 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.
Joseph M
Series 66
Columbus, OH
The huntington Investment company
Joseph Miller is a Series 66-credentialed financial advisor at The Huntington Investment Company in Columbus, OH, with 29 years of industry experience. He worked for U.S. Bancorp Investments, Inc. for 20 years before joining Huntington in 2025. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and affiliate Private Bank offerings, managing accounts through various wrap-fee programs on the Envestnet MAS platform.
Robert B
Series 65, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Robert Bilo is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Nationwide Investment Advisors since 2006 and has been affiliated with Nationwide Investment Services Corporation and Nationwide Insurance Company since the mid-1990s. 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 within a family of affiliated financial companies.
Jane L
Series 66
Columbus, OH
The huntington Investment company
Jane Lisitsyn is a financial advisor with The Huntington Investment Company in Columbus, OH, holding a Series 66 license and bringing 11 years of industry experience. She has been with the firm in various capacities since 2016. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs on the Envestnet MAS platform using an open-architecture model that combines third-party sub-managers and affiliate private bank models.
Lior A
CFP®, Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Lior Assa is a CFP® with seven years of industry experience, currently advising at Nationwide Investment Advisors, LLC. His prior roles include positions at Nationwide Investment Services Corp, AE Wealth Management, Bank of America, Merrill Lynch, and Axos Financial. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, offering a scale-oriented, recordkeeper-driven model that manages approximately $16.7 billion in discretionary assets. The firm relies on independent financial experts for portfolio construction and focuses exclusively on plan participants and sponsors.
Andrew W
Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Andrew Ward is a financial advisor at Nationwide Investment Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Nationwide Investment Services Corp since 2018. Outside of his advisory role, he serves as president of the Old Trinity Evangelical Lutheran Church 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 manages a large number of retail participant accounts through its affiliation with Nationwide Trust Company and Nationwide Life Insurance Company.
Michael S
Series 63, Series 66
Columbus, OH
Key Investment Services LLC
Michael Scheiwe is a financial advisor at Key Investment Services LLC in Columbus, OH, holding Series 63 and Series 66 licenses with eight years of industry experience. He previously worked at J.P. Morgan Securities LLC for four years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in investment selection and provides ongoing monitoring and supervisory oversight, while leveraging affiliations within the KeyCorp group.
Alec V
Series 65, Series 63
Gahanna, OH
The huntington Investment company
Alec Vernon is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with several entities affiliated with Huntington since 2020 and previously with W&S Brokerage Services, Western & Southern Life, and National Agents Alliance. Outside of his advisory work, he is a partner in Vernon Capital LLC, a business involved in rental property management. The Huntington Investment Company, operating as Huntington Financial Advisors, 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 incorporates third-party sub-managers and proprietary private bank portfolios, providing portfolio management, trade execution, and custodial services.
Christopher C
ChFC®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Christopher Coles is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has been with Nationwide Securities Inc since 2003. Coles also serves as an adjunct instructor at The American College. 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 retail participant base within a family of affiliated financial companies.
John B
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
John Barth is a financial advisor at Nationwide Investment Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments and Edward Jones. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner, utilizing a scale-oriented, recordkeeper-driven model with discretionary portfolio management.
Louis M
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Louis Moreno is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 46 years of industry experience, having worked at Nationwide Investment Services Corporation since 1980. 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 team of 335 advisors.
David C
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
David Castina is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Nationwide Investment Services Corporation and Nationwide Insurance Co. since 1991. Outside of his advisory role, he serves as a board member of the Hillingham Home Owners Association in Chadds Ford, PA. 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 utilizes independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services within a large enterprise operating alongside affiliated financial companies.
James B
Series 66, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
James Brattensborg is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 66 licenses and 13 years of industry experience. He previously worked at Prudential Customer Solutions LLC and The Prudential Insurance Company of America, where he spent a combined ten years. 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 through a scale-oriented, recordkeeper-driven model that focuses on plan participants and sponsors.
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1,314 advisors near
43123
within the area shown on the map
Out of 400,000+ nationwide