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Brian M

CFP®, ChFC®, Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Brian Miller is a CFP® and ChFC® with 26 years of industry experience. He has been with Nationwide Investment Advisors, LLC since 2006 and has worked at Nationwide Investment Services Corporation since 2003. Based in Columbus, OH, Miller holds Series 63 and Series 66 licenses. 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 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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Martha O

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Martha Ocampo is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 designations and bringing 10 years of industry experience. She has worked with Nationwide Investment Services Corp since 2018 and previously held roles at JP Morgan Securities LLC, JPMorgan Chase Bank, and Nationwide Life Insurance Company. Outside of financial advising, she is a yoga and fitness instructor at CorePower Yoga in Encinitas, CA. 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 utilizes third-party financial experts to develop model portfolios and investment lineups, serving over 250,000 clients with a scale-oriented approach focused on plan participants and sponsors.

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

CFP®, Series 63

Columbus, OH

Corient

Daniel Due is a CFP® with 23 years of industry experience. He is currently with Corient, where he has worked since 2022, following a long tenure at Budros, Ruhlin & Roe from 1999 to 2023. He holds a Series 63 license and is based in Columbus, OH. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized affiliate services such as family office and trustee offerings.

Wealth management Private / alternative investments Tax-loss harvesting Active portfolio management
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Savannah B

CFP®, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Savannah Bellamy is a CFP® with 11 years of industry experience currently with Nationwide Investment Advisors, LLC. Her prior experience includes roles at UBS Financial Services and Nationwide Investment Services Corp. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants through programs like ProAccount and Smart Alliance, managing approximately $16.7 billion in ProAccount assets. The firm serves a large client base through a scale-oriented, recordkeeper-driven model that relies on independent financial experts for portfolio construction and automated enrollment features.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Roberta E

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Roberta Eckert is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 63 and Series 66 licenses and has 37 years of industry experience. Since 2013, she has been associated with Nationwide Investment Services Corporation. 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 uses independent fiduciary experts to develop model portfolios and serves approximately 270,000 retail participant accounts through a large advisory team, operating within a family of affiliated financial companies that provide custody and recordkeeping services.

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

Series 66

Columbus, OH

Guardian Life

Angela Foxx is a Series 66-licensed financial advisor with 13 years of industry experience, currently serving clients at Primerica Advisors in Columbus, Ohio since 2015. She previously worked with Guardian Life Insurance Company during the same period. Outside of her advisory role, Foxx is the founder and executive director of Actions 4 Change, an organization focused on addressing home insecurity and drug addiction, and she also manages Foxx Flavors, LLC, a retail business specializing in sauces and batters. Primerica Advisors is part of Park Avenue Securities LLC, which serves a wide range of retail clients including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms, and provides comprehensive financial planning and consulting solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Christopher W

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Christopher Whitlock is a financial advisor at Nationwide Investment Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Nationwide Investment Services Corporation since 2007. Outside of his advisory role, he owns a rental property business in Mexico Beach, Florida. 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 utilizes independent fiduciary experts to develop model portfolios and manages 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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Erxis C

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Erxis Cardoza is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked with Nationwide Investment Services Corporation since 2015. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing substantial assets through programs like ProAccount. The firm supports a large client base with a scale-oriented, recordkeeper-driven model and relies on independent financial experts for portfolio development.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Emanuel Mahand is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include extensive tenure at Nationwide Investment Services Corporation and positions at The Prudential Insurance Company of America and Pruco Securities LLC. In addition to his advisory work, he serves as an Army officer in the Army Reserves and owns Butler Gardens LLC, a wedding services and music venue business. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants. The firm emphasizes fiduciary oversight through third-party experts and manages a large volume 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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Erwin S

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Erwin Staples is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at Voya Financial Advisors before joining Nationwide Investment Services Corporation in 2018. Nationwide Investment Advisors, LLC specializes in providing investment advisory services to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount discretionary assets as of year-end 2025. The firm employs a scale-oriented, recordkeeper-driven model, serving over 250,000 clients through nearly 400 advisors, focusing on plan participants and sponsors with outsourced portfolio construction and automated enrollment features.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Robert Q

ChFC®, Series 65, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Robert Quirin is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation along with Series 65 and Series 66 licenses. He has 27 years of industry experience, including 20 years with Nationwide Investment Advisors and 26 years with 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 utilizes independent fiduciary experts to develop model portfolios 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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Douglas L

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Douglas Larason is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Nationwide Investment Services Corporation since 2014. Outside of his advisory role, he manages a rental property in Columbus, Ohio. 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 as an ERISA fiduciary in certain contexts, managing 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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Hunter J

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Hunter Jungenberg is a financial advisor at Nationwide Investment Advisors, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Nationwide Investment Services Corporation and Tailored Management, as well as experience outside the financial industry. 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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Travis C

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Travis Cross is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His career includes roles at Nationwide Investment Services Corporation, Pruco Securities, LLC, Prudential Insurance Company of America, OneAmerica Securities, American United Life, NYLife Securities, LLC, and New York Life Insurance Company. 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 engages 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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George G

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

George Giolekas is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior work includes roles at Cetera, Dollar Bank, Girard Investment Services, Key Private Bank, PNC Investments, and Merrill Lynch. Outside of his advisory work, he is the owner of Echo Ridge Properties, LLC. 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, serving a large client base with a focus on outsourced portfolio construction and automated enrollment.

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

Series 63, Series 65, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Mark Schilling is a financial advisor at Nationwide Investment Advisors, LLC with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Nationwide Investment Advisors since 2006, following his tenure at Nationwide Investment Services Corp. starting in 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 utilizes independent fiduciary experts to develop model portfolios 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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Matthew F

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Matthew Fisher is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 designations and has seven years of industry experience. Prior to joining Nationwide, he worked at Abercrombie and Fitch for three years. 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 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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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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