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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 bringing 22 years of industry experience. His prior roles include positions at CME Financial Services, LLC, Parallel Equity Advisors Ltd., and Waddell & Reed. Outside of advising, he is an author of a book titled *Hip Hop X Finance*. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm’s fiduciary-based model incorporates a range of investment strategies and technology platforms, often utilizing third-party managers and proprietary solutions such as WealthSuite.
J M
Series 66
Columbus, OH
Tlg Advisors, Inc.
J Mackenbach is a financial advisor with TLG Advisors, Inc. based in Columbus, OH, holding a Series 66 designation and 29 years of industry experience. His career includes long tenures at Valmark Securities, Inc., Minnesota Mutual, and his own firm, Mackenbach & Associates. He is also involved with Wealth Advantage Group, where he engages in insurance sales and client servicing. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, combining fundamental analysis and Modern Portfolio Theory with a client risk-based approach.
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.
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.
Hannah B
Series 65, Series 63
Columbus, OH
Nationwide Investment Advisors, LLC
Hannah Burt is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. Her prior roles include positions at Nationwide Investment Services Corporation, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Citibank. 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 and employs a scale-oriented, recordkeeper-driven model focused on plan participants rather than high-net-worth individuals or corporate clients.
Jason D
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Jason Dixon is a Series 66-licensed financial advisor with 27 years of industry experience. He is currently with Nationwide Investment Advisors, LLC and has previously worked at firms including KeyBank, TD Ameritrade, and Scottrade. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, utilizing a model that relies on independent financial experts for portfolio construction and automated enrollment. The firm manages a substantial client base through programs such as ProAccount, focusing on a scale-driven, recordkeeper-based approach.
Jeffrey W
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Jeffrey Waldeck is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Charles Schwab since 1997 and Nationwide Investment Services Corp since 2019. 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.
Weltha S
Series 65, Series 63
Columbus, OH
Nationwide Investment Advisors, LLC
Weltha Smith is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 licenses and 11 years of industry experience. She has been affiliated with Nationwide Investment Services Corp since 1997. Outside of financial services, she owns a nail spa business in Helena, AL. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets under discretionary management. The firm serves a large client base through a scale-oriented, recordkeeper-driven model that relies on outsourced portfolio construction and automated enrollment.
Ross H
CFP®, Series 63, Series 66
Columbus, OH
FIFTH THIRD SECURITIES, Inc.
Ross Hoewischer is a CFP® professional with 19 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2006. He has also been with Fifth Third Bank since 2005. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique municipal-advisor registration.
Nolan G
CFA®, Series 65
Columbus, OH
Corient
Nolan Gladieux is a CFA® charterholder and holds a Series 65 license, with nine years of industry experience. He currently serves at Corient, where he has worked since 2022, following a seven-year tenure at Budros, Ruhlin & Roe. Nolan is based in Columbus, Ohio. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.
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