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Gary H

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Gary Haddle is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Nationwide Investment Services Corp since 2018. Outside of his advisory role, he serves as a ropes course leader at the Joy Outdoor Education Center. 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 focuses on a scale-oriented, recordkeeper-driven model serving over 250,000 clients.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Jana Castanon is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and nine years of industry experience. Her prior roles include positions at Principal Securities Inc., Principal Life Insurance Company, Prudential, and Ameriprise Financial Services Inc. 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 for portfolio development 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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Loan N

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Loan Nguyen is a financial advisor at Nationwide Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Prudential Annuities Distributors, Inc. Outside of his advisory role, Nguyen owns Nail Image, a business based in Philadelphia. 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 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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Jose G

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Jose Garza Jr. is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Nationwide Investment Services Corporation since 2016. 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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Ethan R

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Ethan Rivera 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 Nationwide Investment Services Corporation, Raymond James & Associates, Fidelity Investments, and Thrivent Financial. 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 employs independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services within a large enterprise structure.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Derek W

ChFC®, Series 66

Columbus, OH

Kestra Advisory

Derek Welch is a ChFC® and Series 66–licensed advisor with 19 years of industry experience. He is currently affiliated with Kestra Advisory Services LLC and Kestra Investment Services, LLC, having previously worked at Nationwide Investment Services Corporation for 16 years. Welch serves as Vice President and General Counsel at Kestra Advisory Services and holds a similar role at COMP Consulting Companies, LLC, providing consultation on business and individual planning. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, providing services including fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional clients, including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Chandon S

Series 63, Series 65

Columbus, OH

Stratos Wealth Partners, Ltd

Chandon Simonis is a financial advisor with Stratos Wealth Partners, Ltd. in Columbus, OH, holding Series 63 and Series 65 designations and has 10 years of industry experience, all with Stratos since 2016. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm with approximately $18.6 billion in assets under management, 366 advisors, and over 24,000 clients. The firm offers a variety of portfolio management services, financial planning, and retirement plan consulting using an open-architecture approach that integrates multiple external platforms and strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Rita H

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Rita Hellmann is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 63 and Series 65 designations and has 12 years of industry experience. Prior to her current role, she was associated with Nationwide Investment Services Corporation and was involved with 1st United Methodist Church for six years. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and plan participants, including 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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Daniel B

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Daniel Black is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 65 and Series 63 licenses and has five years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, MassMutual Northwest, and various academic and legislative organizations. 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 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 and automated enrollment.

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

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Rachel Roher is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to her current role, she worked at Ascensus, Merit Wealth Management, and Hamilton Capital. Outside of finance, she is a clinical counseling intern at Rooted & Restored Counseling. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm manages approximately $16.7 billion in ProAccount assets and serves a large client base through a scale-oriented, recordkeeper-driven model with outsourced portfolio construction.

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

Series 66, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Jennifer Page is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 66, Series 63, and Series 65 licenses and has 19 years of industry experience. Her prior work includes roles at JP Morgan Chase Bank NA, JP Morgan Securities LLC, Ameriprise Financial Services, Inc., USAA Financial Advisor Inc., and other firms. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm manages approximately $16.7 billion in ProAccount assets and employs a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

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

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Eben Stansbery is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 designations and possessing 12 years of industry experience. He has been with Nationwide Investment Services Company since 2014. 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 utilizes independent financial experts to develop model portfolios, serving over 250,000 clients with a scale-oriented, recordkeeper-driven approach.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Deborah G

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Deborah Gold is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2003. Outside of her advisory role, she serves as Vice President Youth for Congregation Agudat Achim in Niskayuna, NY, where she also works as a part-time substitute teacher. 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 through 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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Justin S

CFP®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Justin Seidenwand is a CFP® professional with six years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. His prior roles include positions at Nationwide Investment Services Corp, Nationwide Securities, LLC, Avior Wealth Management, Fullen Financial Group, and Homeside Financial. He has also served in the Ohio Army National Guard. 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 as of December 31, 2025. The firm operates a scale-oriented, recordkeeper-driven model, utilizing independent financial experts to develop portfolios and focusing on ERISA-covered plans.

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

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Johnny Chang is a financial advisor at Nationwide Investment Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Nationwide Investment Services Corporation since 2015. Outside of his advisory role, he is self-employed as a pet caretaker in Sacramento, CA. 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 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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Mark M

Series 66, Series 63

Columbus, OH

Empower Advisory Group

Mark Mc Kee is a financial advisor with Empower Advisory Group in Columbus, OH, holding Series 66 and Series 63 credentials and six years of industry experience. His prior work includes roles at Nationwide Investment Services Corp and Brooksource. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach ties financial planning services to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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David B

Series 66

Columbus, OH

The huntington Investment company

David Bazzoli is a financial advisor with The Huntington Investment Company in Columbus, OH. He holds the Series 66 designation and has 19 years of industry experience. Prior to his current tenure at Huntington, he worked at Morgan Stanley Smith Barney LLC from 2016 to 2017. 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 uses an open-architecture model incorporating third-party sub-managers and proprietary Private Bank models, offering multiple wrap-fee programs on the Envestnet MAS platform.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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James A

Series 63, Series 65

Columbus, OH

The huntington Investment company

James Anderson is a financial advisor at The Huntington Investment Company with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at PNC Investments and Extended Travel. He serves as a board member and secretary of his condo association in Dublin, Ohio. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers with proprietary Private Bank strategies.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Laura I

Series 66

Columbus, OH

PNC Wealth Management

Laura Ingle is a financial advisor with PNC Wealth Management in Columbus, Ohio. She holds a Series 66 designation and has five years of industry experience, previously working at J.P. Morgan Securities LLC and Morgan Stanley. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital account available by invitation to employees. The firm uses algorithmic risk assessment and approved model strategies managed by PNC or third parties, primarily investing in mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Tenesha H

CFP®, PFS™

Gahanna, OH

Money Concepts Capital Corp

Tenesha Hartgrove is a CFP® and PFS™ credentialed advisor with seven years of industry experience. She is currently with Money Concepts Capital Corp and has prior experience with Lincoln Douglas Investments, LLC, Intuit, and Ron Lykins CPAs. Outside of her advisory work, she is involved with YLDJ Consulting, a non-investment-related business. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to individual investors, pension plans, trusts, estates, and corporations. The firm uses model-driven and asset-allocation approaches across discretionary and non-discretionary programs and manages approximately $4.07 billion in client assets through a large network of advisors.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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