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Thomas R

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Thomas Ryan is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, Ohio, holding Series 63 and Series 65 licenses with 11 years of industry experience. His career includes roles at Nationwide Investment Services Corporation, Park Avenue Securities, Guardian Life Insurance Company, Merrill, and Paychex Securities Corporation. 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 manages approximately $16.7 billion in ProAccount assets and employs a scale-oriented, recordkeeper-driven model that focuses on serving plan participants and sponsors.

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

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Francisco Saavedra Pic is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, JP Morgan Chase Bank, J.P. Morgan Securities, Cetera Investment Services, and First Merchants Bank. 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 discretionary ProAccount assets and serves over 250,000 clients with a scale-oriented, recordkeeper-driven model that emphasizes outsourced portfolio construction and automated enrollment.

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

Series 63, Series 65, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Jason Daum is a financial advisor at Nationwide Investment Advisors, LLC with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior work includes roles at Nationwide Investment Services Corporation and Rocket Johns, Inc. among others. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets through programs like ProAccount. The firm uses independent financial experts to develop model portfolios and focuses on servicing a large number of clients via a scale-oriented, recordkeeper-driven approach.

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

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

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

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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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 25 years of industry experience. He has been associated with Ameritas-related entities since 2006 and also operates Central Ohio Financial Management Group LLC, a financial planning and independent insurance agency established in 2001. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment products and program platforms and is part of a mutual holding company structure that integrates broker-dealer, insurance, and investment affiliates.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Fayz A

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Fayz Abu Hajar is a financial advisor at Nationwide Investment Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Nationwide Investment Services Corp and Nationwide Mutual Insurance Company since 2018. Prior to that, he was employed at BEPC Inc. and OUAC Inc. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, managing large-scale advisory programs such as ProAccount, which had approximately $16.7 billion in assets under management as of the end of 2025. The firm employs a model portfolio approach developed by independent experts and focuses on recordkeeper-driven, scalable solutions for its client base.

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

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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 financial advisor with Nationwide Investment Advisors, LLC, holding the CFP® and ChFC® designations and six years of industry experience. His prior roles include positions at SA Stone Wealth Management Inc. and MassMutual Life Insurance Co. He is based in Columbus, Ohio. Nationwide Investment Advisors primarily provides investment advisory services to retirement plan sponsors and participants, using model portfolios developed by independent experts and implementing these under discretionary or non-discretionary arrangements. The firm serves a large client base through a scale-oriented, recordkeeper-driven model focused on retirement plans.

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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Elizabeth F

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Elizabeth Folland is a ChFC®-designated financial advisor at Nationwide Investment Advisors, LLC with 32 years of industry experience. Her career includes roles at JP Morgan Securities, SWBC Investment Company, and Advisors Asset Management, among others. She has worked at Nationwide Investment Advisors since 2020. Nationwide Investment Advisors, LLC primarily provides investment advisory services to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner, managing approximately $16.7 billion in discretionary ProAccount assets. The firm focuses on a scale-oriented model that serves a large client base via independent financial experts and outsourced portfolio management.

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 at Nationwide Investment Advisors, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Nationwide Investment Services Corporation since 2015, following roles at J.P. Morgan Securities and Chase Investment Services Corp. 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 assets and serves a large client base through a scale-oriented, recordkeeper-driven model.

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, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at J.P. Morgan Securities, Fifth Third Bank, and LPL Financial LLC. Outside the financial industry, he was involved with Exceeding Reality Performance Nutrition for two years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based model, employing various investment strategies and technology platforms while offering access to third-party managers and proprietary managed account solutions.

Annuities Founder/Business Owner
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