Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
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.
Thomas R
Series 65, Series 63
Columbus, OH
Nationwide Investment Advisors, LLC
Thomas Ryan is a financial advisor at Nationwide Investment Advisors, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes positions at Nationwide Investment Services Corporation, Park Avenue Securities, Guardian Life Insurance Company, and Paychex Securities Corporation. 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 operates a scale-oriented, recordkeeper-driven model and relies on independent experts for portfolio construction, managing approximately $16.7 billion in ProAccount assets under discretionary management.
Francisco S
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Francisco Saavedra Pic is a financial advisor at Nationwide Investment Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including JP Morgan Chase Bank, N.A., J.P. Morgan Securities, and Cetera Investment Services. 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 a large retail participant base within a family of affiliated financial companies.
Jason D
Series 63, Series 66, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Jason Daum is an advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. His prior work 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 like ProAccount, which manages approximately $16.7 billion in discretionary assets. The firm employs a scale-oriented, recordkeeper-driven model serving over 250,000 clients and emphasizes outsourced portfolio construction and automated enrollment.
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.
Joseph D
Series 65, Series 63
Columbus, OH
Guardian Life
Joseph Davidson is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding Series 63 and Series 65 credentials and five years of industry experience. He previously worked at Northwestern Mutual in various capacities for six years and held roles at Old Fort Banking Company and Bowling Green State University. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individual, pension, charitable, and corporate clients with brokerage, financial planning, retirement consulting, and advisory programs that include model portfolios and a digital hybrid advisory solution.
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.
James O
ChFC®, Series 63
Columbus, OH
Equity Services, inc.
James Oppenlander is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Columbus, OH. He holds the ChFC® designation and Series 63 license and has 43 years of industry experience. In addition to his role at Equity Services since 2014, he has been involved with Dome Financial Services since 2001, where he serves as President and CEO. Outside of advisory work, he is the managing member of Ope's On The Beach, LLC, a short-term rental business. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.
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 bringing 24 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has held roles at Ameritas Life Insurance Corp and Ameritas Investment Corp since 2006. Singleton is also the independent representative of Central Ohio Financial Management Group LLC, where he provides financial planning and sells fixed insurance products. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.
Fayz A
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Fayz Abu Hajar is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at Nationwide Investment Services Corp and Nationwide Mutual Insurance Company since 2018, with prior roles at BEPC Inc. and OUAC Inc. 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 portfolio recommendations and serves as an ERISA fiduciary in certain contexts, managing a large number of retail participant accounts within a family of affiliated financial companies.
Brian B
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Brian Burgeson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Nationwide Investment Services Corp and various insurance carriers. He has served on the Courtyard Townhome Association since 2008. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, specializing in ERISA 401(k) and public 403(b)/457(b) plans. The firm employs independent fiduciary experts to develop model portfolios and serves approximately 270,000 clients with a focus on retirement-plan business.
Alfonso P
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Alfonso Pinzon is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Nationwide Investment Services Corporation since 2000. Outside of his advisory role, he operates a YouTube channel called Anita and Al Adventures. 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 for portfolio construction and serves a large number of retail participant accounts, supported by affiliated financial companies for custody and recordkeeping.
Paul A
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Paul Artanis is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2007. Outside of his advisory role, he is involved in managing a rental property in Pembroke Pines, Florida. 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 through both discretionary and non-discretionary services.
Robert G
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Robert Grossman is a financial advisor at Nationwide Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TIAA-CREF, MassMutual Life Insurance Company, and Park Avenue Securities. Grossman is based in Columbus, OH. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice for ERISA 401(k) and public 403(b)/457(b) plans. The firm employs independent fiduciary experts to develop model portfolios and manages a large number of retail participant accounts within a family of affiliated financial companies.
Joseph B
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Joseph Broderick is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Nationwide Investment Services Corp, Invesco Distributors, Inc., and Oppenheimerfunds Distributor, Inc. 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.
Zachary D
Series 66
Columbus, OH
Voya financial Advisors, Inc.
Zachary Deppen is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and has prior experience working at Voya in both advisory and related roles. Outside of his advisory work, he is employed as an order selector at an Aldi Distribution Center. Voya Financial Advisors, Inc. serves individual clients across wealth levels, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, third-party money manager access, and brokerage and insurance products, delivering advice through model portfolios, affiliated strategies, and third-party strategists.
Jessicia E
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Jessicia Erfurt is a financial advisor at Nationwide Investment Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Matthews Buses and Maximus before joining Nationwide Investment Services Inc. in 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 utilizes independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.
Andrew A
CFP®, ChFC®, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Andrew Adams is a CFP® and ChFC® with five years of industry experience. He is currently with Nationwide Investment Advisors, LLC and has prior experience at SA Stone Wealth Management Inc. and MassMutual-affiliated firms. 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 for portfolio construction and serves a large retail participant base through discretionary and non-discretionary services.
Eric J
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Eric Johnson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds the Series 66 designation and has 20 years of industry experience. Prior to joining Nationwide Investment Services in 2016, he held other roles in the financial sector. Outside of his advisory work, Eric is a musician with One Eyed Mama and serves as a festival manager for the Hilltop Arts Collective. Nationwide Investment Advisors, LLC primarily provides investment advisory services to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary ProAccount assets. The firm focuses on large-scale, recordkeeper-driven solutions with a model that supports over 250,000 clients through roughly 398 advisers.
Anthony M
Series 66
Westerville, OH
AE Wealth Management, LLC
Anthony Mampieri is a financial advisor at AE Wealth Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including LifePro Asset Management, Kestra Financial Services Inc., and Goldberg, Clouse and Edgell, LLC. Outside of AE Wealth Management, he is involved with Merit Advisors LLC, where he sells life insurance and fixed indexed annuities as a wealth strategist. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolio solutions, discretionary asset management, financial planning, and plan services, with an internal Investment Consulting Group supporting reporting and portfolio construction.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide