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1,316 advisors near
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Roberto L
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Roberto Lopez is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and possessing eight years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Cbiz, Financial Engines Advisors, Sage Point Financial, Charles Schwab, The Vanguard Group, and Wells Fargo. Outside of his advisory work, Lopez is involved in coaching soccer at multiple educational institutions in Arizona, including serving as Head Coach at Glendale Community College. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice focused on ERISA 401(k) and public 403(b)/457(b) plans. The firm leverages independent fiduciary experts for portfolio construction and operates within a family of affiliated financial companies that provide custody, recordkeeping, and product services.
Lynn R
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Lynn Robinette is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and having 21 years of industry experience. She has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2004. 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 a large number of retail participant accounts within a family of affiliated financial companies.
Ana A
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Ana Aguirre is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses. She has 28 years of industry experience and has worked at Nationwide Investment Services since 2006. 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 manages a large number of retail participant accounts within a family of affiliated financial companies.
Tracy W
Series 66
Columbus, OH
PNC Wealth Management
Tracy Wheeler is a financial advisor at PNC Wealth Management with 21 years of industry experience. She holds a Series 66 designation and has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm’s investment approach incorporates approved model strategies managed by PNC or third-party strategists, executed via mutual funds and ETFs with annual rebalancing.
Michael B
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Michael Bobell is a financial advisor at Nationwide Investment Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, and Nationwide Investment Services Corporation. Outside of his financial advisory role, Bobell serves as a volunteer pastor, leading religious services for local churches in St. Louis. 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 focuses on a scale-driven, recordkeeper model serving over 250,000 clients with a team of nearly 400 advisors.
Foard W
Series 65, Series 63
Columbus, OH
Nationwide Investment Advisors, LLC
Foard Womack is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 credentials and six years of industry experience. He previously worked at Nationwide Investment Services and Nationwide Mutual Insurance Company. Outside of his advisory role, he serves as a substitute teacher in several Arizona school districts and is a member of the board of directors for the Higgins-Langham Foundation. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering advisory services through programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm uses independent financial experts to develop model portfolios and manages approximately $16.7 billion in discretionary ProAccount assets.
Kent M
CFP®, Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Kent Morris is a CFP® with 44 years of industry experience and is currently with Nationwide Investment Advisors, LLC. He has worked at Nationwide since 2014 and has been with Gwfs Equities Inc/Great West Life & Ann Ins Co since 1985. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and plan participants, including 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 through both discretionary and non-discretionary services.
Jesse K
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Jesse Knudson is a financial advisor at Nationwide Investment Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Nationwide-affiliated firms since 2014, including Nationwide Investment Services Corp. Prior to that, he worked at Nationwide Securities, LLC. 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 for portfolio construction and manages a large number of retail participant accounts relative to its advisory headcount within a family of affiliated financial companies.
Grace O
CFP®, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Grace O’mara is a CFP® with eight years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. She has held roles at several firms including JPMorgan Chase and Securities America, Inc. during her career. 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 ProAccount assets and serves over 250,000 clients with a model relying on independent financial experts and automated enrollment.
John N
Series 63
Columbus, OH
Stratos Wealth Partners, Ltd
John Niermeyer is a financial advisor at Stratos Wealth Partners, Ltd with 32 years of industry experience. He holds a Series 63 designation and has been with Stratos Wealth Partners and LPL Financial LLC since 2016. He is also a notary public and an attorney at law, though he currently does not maintain an active legal practice. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers advisor-managed and model portfolios, access to third-party manager programs, and a variety of financial planning services, operating an open-architecture approach that integrates external platforms and tools.
Daniel W
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Daniel Wrzesien is a financial advisor with Nationwide Investment Advisors, LLC based in Columbus, OH. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked with Nationwide Investment Services Corporation since 2008 and Nationwide Provident since 2005. 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 ProAccount assets and serves a large client base using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction.
Zechariah Joshua H
Series 66
Columbus, OH
PNC Wealth Management
Zechariah Joshua Hairston is a financial advisor with PNC Wealth Management in Columbus, OH. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at J.P. Morgan Securities, Morgan Stanley, Discover Financial Services, and the State of Ohio. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithmic questionnaires to recommend risk bands and implements investments through approved model strategies with mutual funds and ETFs.
Anthony S
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Anthony Steel 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 roles include positions at Nationwide Investment Services Corp, J.P. Morgan Securities LLC, and Edward Jones. 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 ProAccount assets and serves over 250,000 clients with a scale-oriented, recordkeeper-driven model supported by independent financial experts for portfolio construction.
Julie M
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Julie Miramontes is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials with 19 years of industry experience. She has been with Nationwide Investment Services Corporation 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 manages a large number of retail participant accounts within a family of affiliated financial companies.
Allen S
CFP®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Allen Spain is a CFP® with 24 years of industry experience, currently advising at Nationwide Investment Advisors, LLC. His prior roles include positions at AllianceBernstein Investments, Jackson National Life Distributors, and Legg Mason. 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 utilizes independent fiduciary experts for portfolio construction and serves as an ERISA fiduciary, managing a large number of participant accounts within a family of affiliated financial companies.
Andrew C
Series 63, Series 65
Columbus, OH
PNC Wealth Management
Andrew Chattos is a financial advisor with PNC Wealth Management in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior experience includes roles at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation that uses algorithm-driven risk assessments and approved model strategies implemented with mutual funds and ETFs.
Scott M
CFA®, Series 66, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Scott Murray is a CFA® charterholder with three years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. He has been with Nationwide Financial since 2014 and also serves as an adjunct professor at Franklin University. Additionally, he teaches at Kentucky State University and is the chair of the board of directors for New Albany Montessori School. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, which had approximately $16.7 billion in assets under discretionary management as of December 31, 2025. The firm employs independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven model.
Douglas R
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Douglas Rhyu is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Nationwide Investment Advisors and Nationwide Investment Services Corporation since 2006. 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 retail participant base within a family of affiliated financial companies.
Mouna B
Series 63, Series 66
Columbus, OH
Empower Advisory Group
Mouna Bouhajra is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Northwestern Mutual Investment Services LLC and Nationwide Life Insurance. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.
Jacob R
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Jacob Richter is a financial advisor at Nationwide Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Nationwide Investment Services Corporation, Jackson National Life Distributors LLC, Jefferson National Securities Corporation, Bluegrass Capital Advisors, and MoneyLife Partners, Inc. He is based in Columbus, Ohio. Nationwide Investment Advisors, LLC specializes in providing investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets. The firm employs a scale-oriented, recordkeeper-driven model focused on ERISA-covered plans and relies on independent financial experts for portfolio development.
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1,316 advisors near
43147
within the area shown on the map
Out of 400,000+ nationwide