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1,314 advisors near
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Candace D
CFP®, Series 63, Series 65
Hilliard, OH
&PARTNERS
Candace Deluca is a CFP® with 29 years of experience in the financial services industry. She is currently with \u0026PARTNERS, where she has worked since 2025. Her prior experience includes roles at Stratos Wealth Partners, LPL Financial, and Wells Fargo Advisors. Deluca serves as president-elect and pro-bono director on the board of the Financial Planning Association of Central Ohio, coordinating volunteer efforts for the organization. \u0026PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a variety of proprietary and third-party strategies, with an emphasis on ongoing monitoring and account reviews.
Jeremy W
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Jeremy Williams is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and 18 years of industry experience. He has been with Nationwide Securities, LLC and Nationwide since 2008. Outside of his advisory role, he serves as a trustee for the Eagles organization in Corning, 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 offers both discretionary and non-discretionary services within a large enterprise structure that supports a high volume of retail participant accounts.
Christian B
Series 65, Series 63
Columbus, OH
Nationwide Investment Advisors, LLC
Christian Bryant is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and having nine years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, Creative Planning, LLC, Wipfli Financial Advisors, LLC, and Nationwide Insurance Services Corporation. 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 utilizes independent financial experts to develop model portfolios and relies on a scale-oriented, recordkeeper-driven model to serve a large client base focused on plan participants and sponsors.
Shawn S
Series 66
Columbus, OH
Integrity Alliance, LLC
Shawn Swanson is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 30 years of industry experience. He has been affiliated with Brokers International Financial Services since 2015. Swanson is also president and CEO of Swanson Financial Group, a financial services firm. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm provides continuous asset management, financial planning, and consulting through a network of independent advisers using various portfolio management approaches and custodial platforms.
Tashikko Jabril H
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Tashikko Jabril Heningburg is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and three years of industry experience. He has worked with firms including Nationwide Investment Services Corporation and Ally Financial. Outside of finance, he represents fragrance brands as a fragrance representative for Interparfums Luxury Brands. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, managing over $16.7 billion in ProAccount assets. The firm utilizes independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven model.
Davon C
Series 65, Series 63
Columbus, OH
First Command Advisory Services
Davon Calloway is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and two years of industry experience. His career includes roles at firms such as Primerica Financial Services and JP Morgan Securities. Outside of his advisory work, he owns Guiding Generations LLC, a business related to his independent contractor role with First Command. 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 various wrap-fee asset management programs using model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.
Gary G
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Gary Green is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 designations and has recently begun his career in the financial industry. Prior to joining Nationwide, he held positions at Catalent Pharma Solutions, Beam Suntory, and other companies. 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 employs a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment, managing approximately $16.7 billion in ProAccount assets under discretionary management as of the end of 2025.
Sharyn G
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Sharyn Garner is a financial advisor at Nationwide Investment Advisors, LLC with 16 years of industry experience. She holds the Series 66 designation and has been with Nationwide Investment Services Corporation since 2016. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance. The firm employs a scale-oriented, recordkeeper-driven model and serves over 250,000 clients with approximately 398 advisors, focusing exclusively on retirement plan clients.
Derek S
Series 66
Columbus, OH
The huntington Investment company
Derek Smith is a financial advisor at The Huntington Investment Company in Columbus, OH, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Huntington since 2012. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model that integrates third-party sub-managers and proprietary private bank models across multiple wrap-fee programs.
Brent M
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Brent Music is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at JPMorgan Chase Bank and JPMorgan Securities LLC from 2013 to 2017. Outside of finance, he serves as Secretary for Archer Music Enterprises, a position he has held since 2010. 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 through discretionary and non-discretionary services within a family of affiliated financial companies.
Kyle W
Series 63, Series 65
Columbus, OH
FIFTH THIRD SECURITIES, Inc.
Kyle Widmer is a financial advisor at Fifth Third Securities, Inc. based in Columbus, OH, holding Series 63 and Series 65 credentials with three years of industry experience. His professional background includes roles at Fifth Third Bank, Chipotle, the Ohio State Alumni Association, and the Ohio State University. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, combining third-party portfolio management with advisor-directed strategies.
Maureen K
Series 63, Series 65
Columbus, OH
Empower Advisory Group
Maureen Kay is a financial advisor at Empower Advisory Group with 26 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Empower Advisory Group, Maureen worked for 12 years at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.
Michael F
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Michael Ferguson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2007. Outside of advising, he is involved in several ventures including serving as president of Crows Nest Management Inc., co-owning a boat tour company, operating a bed and breakfast, and is an ordained minister. 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 relies on independent fiduciary experts for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.
William C
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
William Curtis is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Curtis has been with Nationwide Investment Advisors since 2006 and has worked at Nationwide Investment Services Corp. since 2000. 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 a large number of retail participant accounts within a family of affiliated financial companies.
Mark G
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Mark Grise is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2016. Outside of his advisory role, he serves as a board member for the Central Ohio Mountain Bike Organization in Westerville, Ohio. 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 serves a large client base through a scale-oriented, recordkeeper-driven model with outsourced portfolio construction.
Jamaal H
CFP®
Columbus, OH
Corient
Jamaal Henry is a CFP® with five years of industry experience, currently serving at Corient. His prior roles include positions at Budros, Ruhlin & Roe, Park Avenue Securities, and Guardian Life Insurance Company. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools to align portfolios with client objectives.
Doris B
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Doris Brito is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 registrations, and has nine years of industry experience. She has worked at Nationwide Investment Services Corp since 2017 and had prior roles at Nationwide and Finish Line. Outside of her advisory work, she holds a part-time position with Lover Boards LLC and has worked as a shopper for Instacart. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing programs like ProAccount that include approximately $16.7 billion in assets under discretionary management. The firm focuses on a scale-oriented model serving over 250,000 clients with roughly 398 advisors, relying on independent experts for portfolio construction and automated participant enrollment.
Matthew M
Series 65, Series 63
Columbus, OH
Nationwide Investment Advisors, LLC
Matthew Murphy III is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 65 and Series 63 licenses and has eight years of industry experience. His prior work includes roles at Nationwide Investment Services Corp, Tailored Management Contractors, and INVEST Financial Corp. 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 employs a scale-oriented, recordkeeper-driven model and partners with independent financial experts for portfolio construction and management.
Mykell K
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Mykell Kincaid is a financial advisor at Nationwide Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Nationwide Investment Services Corporation since 2009. In addition to his financial career, Kincaid has been involved with Mary Kay 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 utilizes independent fiduciary experts to develop model portfolios and serves a large client base through both discretionary and non-discretionary services within a family of affiliated financial companies.
Kathleen F
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Kathleen Findeisen is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. Her work history includes positions at Icma Rc and Gwfs Equities, Inc. She is based in Columbus, Ohio. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants, utilizing programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm manages approximately $16.7 billion in ProAccount assets and employs a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.
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1,314 advisors near
43123
within the area shown on the map
Out of 400,000+ nationwide