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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.

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

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

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

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

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

CFP®, ChFC®, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Andrew Adams is a CFP® and ChFC® with six years of industry experience. He is currently with Nationwide Investment Advisors, LLC and has prior experience at MassMutual Life Insurance Co, Mass Mutual Investors Services, and SA Stone Wealth Management. 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 assets and serves over 250,000 clients 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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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.

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

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Elizabeth F

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Elizabeth Folland is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses. She has 32 years of industry experience, including prior roles at J.P. Morgan Securities, LLC, and various JPMorgan entities. Nationwide Investment Advisors, LLC primarily serves retirement plan sponsors and participants through programs like ProAccount and My Investment Planner, managing approximately $16.7 billion in ProAccount assets as of December 31, 2025. The firm employs a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment, focusing solely on plan participants and sponsors.

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

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Erica Lemmon is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds the ChFC® designation and Series 63 and 65 licenses, and has 10 years of industry experience. Since 2014, she has been 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) 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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Aylin J

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Aylin Jewell is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has been with Nationwide Investment Services Corporation since 2015. 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 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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Daniel B

Series 63, Series 65

Worthington, OH

Private Advisor Group, LLC

Daniel Beck is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has one year of industry experience, including prior roles at J.P. Morgan Securities and Fifth Third Bank. His background also includes two years with a nutrition performance company, Exceeding Reality Performance Nutrition. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm supports its advisors with access to third-party asset managers, turnkey platforms, and its own WealthSuite separately managed account program.

Retired Founder/Business Owner
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Donald E

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Donald Eschbach 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. He has worked at Nationwide Investment Services Corporation since 2026 and at ICMA Retirement Corporation since 2012. Outside of his advisory role, he is involved with Mastodon LLC, a real estate acquisition management business. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, utilizing model portfolios developed by independent experts and managing approximately $16.7 billion in discretionary ProAccount assets. The firm serves a large client base with a scale-oriented, recordkeeper-driven approach focused on automated enrollment and plan participant needs.

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

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Gene Harshaw is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and bringing 27 years of industry experience. He has worked in various roles at Nationwide-affiliated entities since 1998. Harshaw serves as a board member of the Franklin County Board of Developmental Disabilities in Columbus, Ohio. 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 serves a large client base with a scale-oriented, recordkeeper-driven model and uses independent experts to develop model portfolios and investment lineups.

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

Series 63

Columbus, OH

Stratos Wealth Partners, Ltd

Keith Schuss is a financial advisor with Stratos Wealth Partners, Ltd in Columbus, OH, holding a Series 63 designation and over 33 years of industry experience. He has been with Stratos Wealth Partners since 2010 and has also been associated with LPL Financial since 2009. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

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

Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Shannon McCarthy is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 65 designation with 15 years of industry experience. She has been with Nationwide Investment Services Corporation since 2011. 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. The firm serves a large client base with a scale-oriented, recordkeeper-driven model and relies on independent financial experts for portfolio construction.

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

Columbus, OH

Lincoln Investment

Roy Izzo is a financial advisor with Lincoln Investment in Columbus, OH, holding 43 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked at Legend Equities Corporation for seven years. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and tactical approaches overseen by an Investment Management & Research team.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Vanessa G

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Vanessa Gonzalez is a financial advisor at Nationwide Investment Advisors, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Nationwide since 2014. The firm 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. Nationwide relies on independent fiduciary experts to develop model portfolios and serves a large retail participant base through a variety of discretionary and non-discretionary services.

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

CFP®, Series 63

Columbus, OH

Guardian Life

Angela Mally is a CFP® professional with 26 years of experience in the financial services industry. She is currently affiliated with Primerica Advisors and Park Avenue Securities, with prior roles at Guardian Life Insurance Company and its affiliates. Outside of her advisory work, she owns Arlington Capital Group, LLC, a marketing company, and is involved in several other business activities related to insurance and investment services. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary account management.

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

Series 63

Dublin, OH

Principal Financial Services

Melvin Rochowiak is a financial advisor with Principal Financial Services, holding a Series 63 designation and over 33 years of industry experience. He has worked with Principal Life Insurance Company since 1998 and Principal Securities Inc. since 1992. Outside of his advisory role, he is president of the AmSpirit Business Connections chapter and serves on the board of the Mercedes Benz Club of America – Central Ohio. Principal Securities provides brokerage and registered investment advisory services to a wide client base, including individuals, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under both adviser and promoter arrangements.

Retired Founder/Business Owner
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