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Alain R

CFP®, ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Alain Rodriguez is a financial advisor at Nationwide Investment Advisors, LLC with 22 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Prudential and Transamerica. In addition to his advisory role, he serves as an instructor at Miami Dade 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.

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

CFP®, ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Donald Marchesiello is a CFP® and ChFC® with 23 years of experience in the financial services industry. He is currently with Nationwide Investment Advisors, LLC and has previously worked at The Vanguard Group, Inc., Zieders Enterprises, and Citigroup Global Markets, Inc. 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 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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Stephen C

Series 66

Columbus, OH

The huntington Investment company

Stephen Charles is a financial advisor at The Huntington Investment Company with 20 years of industry experience. He holds the Series 66 designation and has worked at various Huntington entities since 2006, with a brief tenure at Ameriprise Financial Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services through a variety of wrap-fee programs on the Envestnet MAS platform, employing an open-architecture model that combines third-party and proprietary investment strategies.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Abigail K

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Abigail Kuo is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 25 years of industry experience, including roles at Nationwide Investment Services Corporation, Kestra Financial, Global Retirement Partners, and LPL Financial. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, managing approximately $16.7 billion in discretionary assets. The firm utilizes independent financial experts to develop model portfolios and relies on a scale-oriented, recordkeeper-driven model focused on plan participants and sponsors.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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John T

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

John Thompson is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 designations with six years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Secure Future Advisor, Fifth Third Securities, and Fifth Third Bank. He is involved in rental property purchasing and selling as an outside business activity. Nationwide Investment Advisors, LLC primarily serves retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance, managing approximately $16.7 billion in discretionary assets. The firm uses a scale-oriented model focusing on plan participants and sponsors, relying on independent experts for portfolio construction and automated enrollment features.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Nancy F

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Nancy Feilbach is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. Her prior roles include positions at SagePoint Financial and Nationwide Investment Services Corp. Outside of finance, she works as a sales associate at Bath & Body Works and provides customer service for sporting events through ProEm. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions for ERISA 401(k) and public 403(b)/457(b) plans. The firm relies on 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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Sarita N

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Sarita Null 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. Her prior roles include positions at Nationwide Investment Services Corporation, Guardian Life Insurance Company, and Park Avenue Securities. She also works as a consultant outside of her advisory role. 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 through both discretionary and non-discretionary services.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Brian S

CFP®, Series 63, Series 66

Pickerington, OH

The huntington Investment company

Brian Steele is a CFP® professional with 28 years of industry experience, currently serving at The Huntington Investment Company since 2008. He previously worked at Ameriprise Financial Services, LLC, and has managed real estate investment ventures through MACE LLC and Echo-Nomics LLC. His real estate activities focus on residential, commercial, and mixed-use properties aimed at wealth creation and financial independence. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and corporations. The firm employs an open-architecture investment model combining third-party and proprietary strategies with comprehensive wrap-fee programs on the Envestnet MAS platform.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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David S

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

David Schnegelberger is a financial advisor at Nationwide Investment Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Nationwide Investment Services Corporation, Mutual of America Securities LLC, CoAdvantage, and Mutual of Omaha. 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 governed by plan documents and participant risk profiles.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Emma C

Series 66, Series 63

Columbus, OH

The huntington Investment company

Emma Cram is a financial advisor with The Huntington Investment Company in Columbus, OH, holding Series 66 and Series 63 licenses and four years of industry experience. She has worked extensively within Huntington’s various affiliate entities since 2018, including Huntington National Bank and The Huntington Investment Company, and has prior experience at Amway, Skyline Chili, and Red Robin. 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 through an open-architecture model that integrates third-party sub-managers and proprietary Private Bank portfolios, with advisory arrangements primarily structured as percentage-of-assets wrap fees.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Tammi W

Series 63, Series 66

Columbus, OH

The huntington Investment company

Tammi Wood is a financial advisor with The Huntington Investment Company in Columbus, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Fifth Third Securities, Ameriprise Financial Services, Stifel Nicolaus & Co Inc, and JP Morgan Chase. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm combines third-party and affiliate model offerings within an open-architecture framework, offering portfolio management and custodial services through National Financial Services.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Lauren R

Series 66, Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Lauren Ryan is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 66, Series 65, and Series 63 licenses and bringing nine years of industry experience. Her work history includes roles at Nationwide Investment Services Corporation, Wells Fargo Clearing, Pacific Pulmonary Services, and Wells Fargo Bank, NA. 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 employs independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven approach.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Bina K

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Bina Kumar is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Nationwide Investment Services Corporation since 2003. Outside of her advisory role, she serves as an Alternative appointed Design Review Board Member for the Village of Plandome Manor in New York. 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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Michael F

Series 66

Columbus, OH

Principal Financial Services

Michael Fazio is a financial advisor with Principal Financial Services in Columbus, OH, holding a Series 66 credential and eight years of industry experience. His prior work includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank N.A., Nationwide Investment Services Corporation, and MicroVenture Marketplace Inc. He has been with Principal Securities and Principal Life Insurance since 2023. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Olutayo S

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Olutayo Shenbanjo is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Nationwide Securities, LLC and Nationwide Securities Inc since 2008. 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 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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Pamela G

Series 63, Series 65

Columbus, OH

&PARTNERS

Pamela Guggenheim is a financial advisor at &PARTNERS with 36 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios and operates as both a registered investment adviser and broker-dealer.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Marshall G

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Marshall Goff is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Nationwide Investment Services Corporation since 2008. 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 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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Ethan M

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Ethan Molitor is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and bringing six years of industry experience. His prior work includes roles at Nationwide Investment Services Corp, Randstad, and Kent State University, among others. 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 manages approximately $16.7 billion in discretionary assets and utilizes independent financial experts to develop model portfolios, serving a large client base through a scale-oriented, recordkeeper-driven approach.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Randall N

CFP®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Randall Neis is a CFP® professional with 24 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. He has previously worked at ICMA Retirement Corporation for 16 years before joining Nationwide Investment Services Corporation. 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 through 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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James A

Series 66, Series 63, Series 65

Columbus, OH

The huntington Investment company

James Altier is a financial advisor at The Huntington Investment Company with 25 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior work includes an 18-year tenure at JPMorgan Distribution Services Inc. The Huntington Investment Company serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party sub-managers and proprietary offerings, delivering diversified portfolio management through various wrap-fee programs on the Envestnet MAS platform.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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