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Rebekah B

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Rebekah Boone is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, Ohio, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. She previously worked at Fidelity Brokerage Services LLC and Nationwide Investment Services Company. Outside of her advisory role, she is a partner in a residential rental business involved in property renovation. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount, relying on independent financial experts to develop model portfolios. The firm manages approximately $16.7 billion in ProAccount assets and operates a scale-oriented model focused on recordkeeper-driven services.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Clayton P

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Clayton Puckett is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and 16 years of industry experience. His work history includes multiple roles at Nationwide Investment Services Corporation and a period at HUB International. 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 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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Robert B

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Robert Back is a financial advisor at Nationwide Investment Advisors, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked within various Nationwide entities since 2010, including Nationwide Investment Services Inc. since 2019. 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 approximately 270,000 retail participant accounts through a large advisor team within a family of affiliated financial companies.

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

Series 65, Series 63

West Jefferson, OH

Independent Financial Partners

Donald Lozier is a financial advisor at Independent Financial Partners with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Money Concepts Capital Corp. and Ebner Financial Group. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Michael B

Series 66, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Michael Beck is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. His prior positions include roles at Raymond James & Associates, Inc. and Transamerica Capital, Inc. Among his previous employers are several firms within the Transamerica group and Gwfs Equities, Inc. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner. The firm uses independent financial experts to develop model portfolios and manages approximately $16.7 billion in discretionary assets under ProAccount as of the end of 2025.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Jillian B

Series 66

Hilliard, OH

FIFTH THIRD SECURITIES, Inc.

Jillian Bowman is a financial advisor with Fifth Third Securities, Inc. She holds a Series 66 designation and has 24 years of industry experience. She has been with Fifth Third Securities since 2016. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Michael T

Series 63, Series 65

Columbus, OH

Citizens Securities, Inc.

Michael Titus is a financial advisor at Citizens Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with Citizens Securities since 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Elisha R

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Elisha Roberts Cofer is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds Series 63 and Series 66 designations and has 26 years of industry experience. His prior work includes roles at Nationwide Investment Services Corp and The Huntington National Bank and The Huntington Investment Company. Outside of his advisory work, he is a 10% owner of Cofer Consulting Solutions LLC, where he supports entry talent management by assisting the company president. 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 manage portfolios and provides 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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Macallan H

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Macallan Hewitt is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes roles at Nationwide Investment Services Corporation, Ameritas Investment Corp, Ameritas Life Insurance Corp, MDT Advisers, and Northeastern University. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount, which had approximately $16.7 billion in assets under discretionary management as of December 31, 2025. The firm relies on independent financial experts to develop model portfolios and focuses on a high client-to-advisor ratio using a scale-oriented, recordkeeper-driven approach.

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

Columbus, OH

Ameritas Advisory Services, LLC

Mark Haimerl is a financial advisor with Ameritas Advisory Services, LLC in Columbus, Ohio, holding 18 years of industry experience. He has worked with several firms including DeVerna & Co Financial, Creative Financial Partners, and United Planners' Financial Services. Haimerl operates his practice under the business names The Wealth Lab and Central Ohio Financial Management Group. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management through various program platforms and third-party technology integrations.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Anthony F

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Anthony Flowers is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and 13 years of industry experience. He previously worked at Axa Advisors, LLC from 2013 to 2018 before joining Nationwide Investment Services Corp in 2018. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions 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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Alexander D

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Alexander Dillmann is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His career includes roles at Nationwide Investment Services Corporation, MML Investors Services, LLC, and MassMutual Life Insurance Company. Dillmann also served in the Ohio House of Representatives in 2019. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, managing about $16.7 billion in discretionary assets. The firm uses a scale-oriented, recordkeeper-driven model supported by independent financial experts for portfolio construction and focuses exclusively on plan participants and sponsors.

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

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

John Bennett is a ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Nationwide Investment Advisors, LLC since 2006 and has worked at Nationwide Investment Services Corp. since 2000. Outside of his advisory role, Bennett holds a part-time position at Nordstrom. 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 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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Kimberley R

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Kimberley Rumple is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. She previously worked at GWFS Equities, Inc. for 10 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) 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.

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

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Thomas Ryan is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Park Avenue Securities, Guardian Life Insurance Company, and Merrill. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner. The firm manages approximately $16.7 billion in discretionary assets and employs a scale-oriented, recordkeeper-driven model that serves over 250,000 clients.

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

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Francisco Saavedra Pic is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, JP Morgan Chase Bank, J.P. Morgan Securities, Cetera Investment Services, and First Merchants Bank. 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 over 250,000 clients with a scale-oriented, recordkeeper-driven model that emphasizes outsourced portfolio construction and automated enrollment.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Jason D

Series 63, Series 66, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Jason Daum is a financial advisor at Nationwide Investment Advisors, LLC with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work experience includes roles at Nationwide Investment Services Corporation, Rocket Johns, Inc., Tustin Toyota, and Hideaways Coffee. 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, managing approximately $16.7 billion in ProAccount assets. The firm uses a scale-oriented, recordkeeper-driven model that serves over 250,000 clients with nearly 400 advisors, focusing on plan participants and sponsors rather than high-net-worth or institutional clients.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Chip D

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Chip Detty is a financial advisor at Nationwide Investment Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Infinite Wealth Advisors, State Farm Investment Management Corp, and Mike McClaskie Insurance Agency. Detty also works as a licensed insurance agent outside of his advisory role. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary ProAccount assets as of year-end 2025. The firm utilizes independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven approach focused on retirement plans.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Victor P

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Victor Perez is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 15 years of industry experience, including prior roles at Nationwide Investment Services Corporation, ICMA-RC Services, LLC, J.P. Morgan Securities, and Signator Investors, Inc. Outside of his advisory work, he serves as Vice President of the Chicago Judo Black Belt Association. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k), public 403(b), and 457(b) plans. The firm employs independent fiduciary experts to develop model portfolios and serves approximately 270,000 retail participant accounts through a large network of advisors and affiliated financial companies.

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

Series 63

Worthington, OH

Ameritas Advisory Services, LLC

Daniel Singleton is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 25 years of industry experience. He has been associated with Ameritas-related entities since 2006 and also operates Central Ohio Financial Management Group LLC, a financial planning and independent insurance agency established in 2001. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment products and program platforms and is part of a mutual holding company structure that integrates broker-dealer, insurance, and investment affiliates.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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