Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

1,314 advisors near
43123

Out of 400,000+ nationwide

user avatar

Abigail K

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Abigail Kuo is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 25 years of industry experience, including roles at Nationwide Investment Services Corporation, Kestra Financial, Global Retirement Partners, and LPL Financial. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, managing approximately $16.7 billion in discretionary assets. The firm utilizes independent financial experts to develop model portfolios and relies on a scale-oriented, recordkeeper-driven model focused on plan participants and sponsors.

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

John T

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

John Thompson is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 designations with six years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Secure Future Advisor, Fifth Third Securities, and Fifth Third Bank. He is involved in rental property purchasing and selling as an outside business activity. Nationwide Investment Advisors, LLC primarily serves retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance, managing approximately $16.7 billion in discretionary assets. The firm uses a scale-oriented model focusing on plan participants and sponsors, relying on independent experts for portfolio construction and automated enrollment features.

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

Nancy F

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Nancy Feilbach is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. Her prior roles include positions at SagePoint Financial and Nationwide Investment Services Corp. Outside of finance, she works as a sales associate at Bath & Body Works and provides customer service for sporting events through ProEm. 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 relies on 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
user avatar

Sarita N

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Sarita Null is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior roles include positions at Nationwide Investment Services Corporation, Guardian Life Insurance Company, and Park Avenue Securities. She also works as a consultant outside of her advisory role. 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
user avatar
firm logo

Jeffrey S

CFP®

Columbus, OH

Corient

Jeffrey Suchy is a CFP® professional with 11 years of industry experience, currently with Corient in Columbus, OH. His work history includes over two decades at Budros, Ruhlin & Roe and roles within Corient and affiliated entities since 2022. Corient serves a diverse client base including individuals, trusts, pension plans, charitable organizations, and corporate entities, offering investment advisory and financial planning services. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investments where appropriate.

Wealth management Private / alternative investments Tax-loss harvesting Active portfolio management
user avatar

David S

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

David Schnegelberger is a financial advisor at Nationwide Investment Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Nationwide Investment Services Corporation, Mutual of America Securities LLC, CoAdvantage, and Mutual of Omaha. 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 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
user avatar
firm logo

Emma C

Series 66, Series 63

Columbus, OH

The huntington Investment company

Emma Cram is a financial advisor with The Huntington Investment Company in Columbus, OH, holding Series 66 and Series 63 licenses and four years of industry experience. She has worked extensively within Huntington’s various affiliate entities since 2018, including Huntington National Bank and The Huntington Investment Company, and has prior experience at Amway, Skyline Chili, and Red Robin. 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 offers multiple wrap-fee programs through an open-architecture model that integrates third-party sub-managers and proprietary Private Bank portfolios, with advisory arrangements primarily structured as percentage-of-assets wrap fees.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar
firm logo

Tammi W

Series 63, Series 66

Columbus, OH

The huntington Investment company

Tammi Wood is a financial advisor with The Huntington Investment Company in Columbus, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Fifth Third Securities, Ameriprise Financial Services, Stifel Nicolaus & Co Inc, and JP Morgan Chase. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm combines third-party and affiliate model offerings within an open-architecture framework, offering portfolio management and custodial services through National Financial Services.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar

Lauren R

Series 66, Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Lauren Ryan is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 66, Series 65, and Series 63 licenses and bringing nine years of industry experience. Her work history includes roles at Nationwide Investment Services Corporation, Wells Fargo Clearing, Pacific Pulmonary Services, and Wells Fargo Bank, NA. 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 employs independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven approach.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
user avatar
firm logo

Shelly D

Series 66

Columbus, OH

Janney Montgomery Scott

Shelly Delucas is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds a Series 66 designation and has worked at Janney Montgomery Scott since 2018, following six years at Raymond James & Associates. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
user avatar

Bina K

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Bina Kumar is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Nationwide Investment Services Corporation since 2003. Outside of her advisory role, she serves as an Alternative appointed Design Review Board Member for the Village of Plandome Manor in New York. 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 a large retail participant base within a family of affiliated financial companies.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
user avatar
firm logo

Michael F

Series 66

Columbus, OH

Principal Financial Services

Michael Fazio is a financial advisor with Principal Financial Services in Columbus, OH, holding a Series 66 credential and eight years of industry experience. His prior work includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank N.A., Nationwide Investment Services Corporation, and MicroVenture Marketplace Inc. He has been with Principal Securities and Principal Life Insurance since 2023. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
user avatar

Olutayo S

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Olutayo Shenbanjo is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Nationwide Securities, LLC and Nationwide Securities Inc since 2008. 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 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
user avatar

Marshall G

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Marshall Goff is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Nationwide Investment Services Corporation since 2008. 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 uses independent fiduciary experts to develop model portfolios and provides 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
user avatar

Ethan M

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Ethan Molitor is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and bringing six years of industry experience. His prior work includes roles at Nationwide Investment Services Corp, Randstad, and Kent State University, among others. 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 utilizes independent financial experts to develop model portfolios, serving a large client base through a scale-oriented, recordkeeper-driven approach.

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

Randall N

CFP®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Randall Neis is a CFP® professional with 24 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. He has previously worked at ICMA Retirement Corporation for 16 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) plans 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 both discretionary and non-discretionary services within a family of affiliated financial companies.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
user avatar
firm logo

James A

Series 66, Series 63, Series 65

Columbus, OH

The huntington Investment company

James Altier is a financial advisor at The Huntington Investment Company with 25 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior work includes an 18-year tenure at JPMorgan Distribution Services Inc. The Huntington Investment Company serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party sub-managers and proprietary offerings, delivering diversified portfolio management through various wrap-fee programs on the Envestnet MAS platform.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar
firm logo

Judd B

Series 66

Columbus, OH

Stratos Wealth Partners, Ltd

Judd Beam Jr. is a financial advisor at Stratos Wealth Partners, Ltd with 13 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for 11 years before joining Stratos and LPL Financial in 2023. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios with an emphasis on 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
user avatar

Clayton B

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Clayton Benton is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses. He has 23 years of industry experience and has been with Nationwide Investment Services Corporation since 2009. 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 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
user avatar

Kristopher D

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Kristopher Davis is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Nationwide Investment Services Corp and Great American Insurance Group. He owns a rental property in Lutsen, MN, which he manages on a limited, non-investment basis. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, leveraging independent financial experts to develop model portfolios implemented under discretionary arrangements. The firm manages approximately $16.7 billion in ProAccount assets and focuses on a recordkeeper-driven, scale-oriented approach.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
Warmer team member

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.

Find your advisor

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")