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Ronald W

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Ronald Wyant Jr. is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Nationwide Investment Services Corporation since 2016. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance, managing approximately $16.7 billion in ProAccount assets. The firm uses independent financial experts to develop investment models and serves a large client base through a scale-oriented, recordkeeper-driven approach focused on plan participants and sponsors.

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

Series 63, Series 65

Columbus, OH

The huntington Investment company

Egidio Difazio is a financial advisor at The Huntington Investment Company with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Huntington since 2004. The Huntington Investment Company serves individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities, offering advisory and brokerage services through multiple wrap-fee programs and an open-architecture investment model.

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

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Deanna Sisk is a financial advisor at Nationwide Investment Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Nationwide Investment Services Corp, Edward Jones, and the State of California. Outside of her advisory role, she is also an author based in Fresno, CA. 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 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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Michael S

Series 63, Series 66

Columbus, OH

FIFTH THIRD SECURITIES, Inc.

Michael Savage is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Fifth Third Securities since 2006. Outside of his advisory role, he is an owner of a rental property business in Suttons Bay, Michigan. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Aaron S

Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Aaron Schwartz is a Series 65-licensed financial advisor with 21 years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. He has been with Nationwide Investment Services Corporation since 2005. Outside of his advisory role, Schwartz operates as a sole proprietor notary through Flexible Notary Services in Weston, Florida. Nationwide Investment Advisors provides managed-account solutions primarily to retirement plan sponsors and participants, including ERISA 401(k) and public 403(b)/457(b) plans. The firm employs 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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Steven T

Series 63, Series 66

Columbus, OH

FIFTH THIRD SECURITIES, Inc.

Steven Truitt is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses and 42 years of industry experience. He has been with Fifth Third Securities since 1983. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines a municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs and features such as direct indexing and tax-overlay services.

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

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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.

Passive / index investing Active portfolio management Wealth management Executive
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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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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.

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

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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.

Passive / index investing Active portfolio management Wealth management Executive
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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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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.

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