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1,316 advisors near
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Out of 400,000+ nationwide
Eugene H
Series 63, Series 65
Columbus, OH
Stratos Wealth Partners, Ltd
Eugene Heflin is a financial advisor with Stratos Wealth Partners, Ltd in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2010. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, and institutional clients, offering portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.
Samuel E
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Samuel Ennen is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has been with Nationwide Investment Services Corporation since 2015 and has been affiliated with Nationwide 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 employs independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.
Kimberly H
Series 66, Series 63
Columbus, OH
Nationwide Investment Advisors, LLC
Kimberly Hynes is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 66 and Series 63 credentials and four years of industry experience. Her prior work includes roles at Empower Advisory Group, The Prudential Insurance Co. of America, and New York Life Insurance Co. among others. 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, utilizing model portfolios developed by independent financial experts and focusing on a scale-oriented, recordkeeper-driven approach.
William G
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
William Gallagher is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials with seven years of industry experience. His work history includes roles at Nationwide Investment Services Inc, A&R Creative Group, Chipotle Mexican Grill, and The Ohio State University. 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.
Brendan M
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Brendan Morrison is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He 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) 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.
Sebastian C
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Sebastian Cooper is a financial advisor at Nationwide Investment Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Nationwide Investment Services Corporation and Prudential. Outside of advisory work, he is involved in non-variable insurance sales and drives for Uber Technologies Inc. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, managing approximately $16.7 billion in discretionary assets. The firm uses independent financial experts to develop portfolios and focuses on a scale-oriented, recordkeeper-driven model with automated enrollment features.
Kalpesh S
Series 66
Columbus, OH
The huntington Investment company
Kalpesh Shah is a financial advisor at The Huntington Investment Company with 24 years of industry experience. He holds a Series 66 designation and previously worked for PNC Investments, LLC for ten years. Outside of his advisory role, he serves as president and board member of the Jain Society of Greater Cleveland, a religious organization, a position he has held since 2009. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary private bank models, providing a range of portfolio management and execution services.
Phillip C
ChFC®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Phillip Carbajal is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Missionsquare Investment Services, Voya Financial Advisors, Cambridge Investment Research, and LPL Financial. 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 through both discretionary and non-discretionary services.
Leslie H
ChFC®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Leslie Hollerman is a financial advisor at Nationwide Investment Advisors, LLC with 16 years of industry experience. She holds the ChFC® designation and Series 63 and Series 65 licenses. Since 2016, she has worked with Nationwide Investment Services Corp. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets under discretionary management as of December 31, 2025. The firm serves a large client base through a scale-oriented, recordkeeper-driven model that emphasizes outsourced portfolio construction and automated enrollment.
Jeffrey M
Series 66
Columbus, OH
The huntington Investment company
Jeffrey Mcguire is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 19 years of industry experience. He previously worked at Nationwide and Nationwide Securities LLC for 15 and 14 years respectively. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that incorporates third-party sub-managers, proprietary Private Bank models, and Envestnet overlay services.
John K
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
John Knausz is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Nationwide Investment Services Corp since 2013. 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 manages a large number of retail participant accounts within a family of affiliated financial companies serving as custodians and recordkeepers.
John S
ChFC®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
John Steggell is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds the ChFC® designation and Series 63 and 65 licenses, with 30 years of industry experience. His prior work includes roles at Nationwide Investment Services Corp and Fidelity Brokerage Services. 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 within a family of affiliated financial companies.
Michelle S
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Michelle Seitz is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses with 26 years of industry experience. She has worked at Nationwide Investment Services Corporation since 2006. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, utilizing independent fiduciary experts to develop model portfolios and offering both discretionary and non-discretionary services governed by plan documents and participant risk profiles. The firm serves a large retail participant base and operates within a family of affiliated financial companies that provide custodial, recordkeeping, and product services.
Michelle M
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Michelle Murphy is a financial advisor at Nationwide Investment Advisors, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Nationwide Investment Advisors since 2006, with prior roles at Nationwide Investment Services and Aetna Life and Casualty. Outside of her advisory work, she owns Murphy Apiary and serves as treasurer of the Chester County Beekeepers Association. 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 a combination of discretionary and non-discretionary services.
John A
CFP®, ChFC®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
John Archer is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. He holds the CFP® and ChFC® designations and has been with Nationwide Investment Services Corporation since 2001. Based in Columbus, OH, Archer’s career has been focused within the Nationwide family of companies. 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 employs independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.
Robert K
CFP®, ChFC®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Robert Kissler is a CFP® and ChFC® with 25 years of experience in the financial industry. He has been with Nationwide Investment Services Corporation since 2000. He is based in Columbus, OH. Nationwide Investment Advisors, LLC 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.
Nick Z
CFA®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Nick Ziegenbusch is a CFA® charterholder with 12 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. He has worked at Nationwide Funds Distributor LLC since 2018 and previously at Nationwide Investment Services Corporation from 2013 to 2018. 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 manages a large number of retail participant accounts within a family of affiliated financial companies offering custodial and recordkeeping services.
Kenneth K
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Kenneth Kelbel is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and has a long-term association with Nationwide Investment Services Corp and The Variable Annuity Marketing Company. Outside of finance, he has worked with American Golf Corporation and North Branch High School. 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 for portfolio construction and manages a large number of retail participant accounts within a family of affiliated financial companies.
Jeffrey R
Series 65, Series 63
Columbus, OH
Nationwide Investment Advisors, LLC
Jeffrey Ritchey is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 65 and Series 63 licenses and has eight years of industry experience. Prior to joining Nationwide Investment Services Corporation, he worked at Prism Marketing and the Columbus Country Club, and operated as a self-employed professional for 16 years. Nationwide Investment Advisors primarily serves 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 uses a scale-oriented, recordkeeper-driven model with reliance on outsourced portfolio construction and automated enrollment.
Tracy C
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Tracy Childers is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and 18 years of industry experience. Prior to joining Nationwide Investment Services Corp in 2020, Childers worked at ICMA RC and HomeMaker. 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 client base through a comprehensive suite of discretionary and non-discretionary services.
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1,316 advisors near
43147
within the area shown on the map
Out of 400,000+ nationwide