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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.

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

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

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

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

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

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Anzhelika P

Series 66, Series 63

Grove City, OH

The huntington Investment company

Anzhelika Prosise is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 66 licenses. She has six years of industry experience, including roles at Ameriprise Financial Services and Huntington National Bank. Outside of her advisory work, she has been involved with Tn Express LLC since 2017. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm employs an open-architecture investment model that integrates third-party sub-managers and proprietary private bank portfolios, with advisory arrangements primarily structured as wrap-fee programs.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Eric W

Series 63, Series 66

Columbus, OH

FIFTH THIRD SECURITIES, Inc.

Eric Wiegandt is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has worked at Fifth Third Securities since 2001. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and an optional tax-overlay service, operating as a subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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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.

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

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

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

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Michelle E

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Michelle Escobedo is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Nationwide Investment Services Corporation since 2002. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, offering a range of discretionary and non-discretionary services supported by independent fiduciary experts and affiliated financial companies.

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

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Leanne Luttges is a financial advisor at Nationwide Investment Advisors, LLC with 22 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Nationwide Investment Services Corporation since 2016. Based in Columbus, OH, she works within a large enterprise firm serving primarily retirement plan sponsors and participants. Nationwide Investment Advisors provides investment advice and managed-account solutions focused 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 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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Joanne S

Series 66

Columbus, OH

The huntington Investment company

Joanne Smallwood is a financial advisor at The Huntington Investment Company with three years of industry experience. She holds a Series 66 designation and previously worked at Key Investment Services LLC and KeyBank NA. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—as well as charitable organizations and businesses. The firm offers a range of advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, combining third-party sub-managers and proprietary models with an open-architecture investment approach.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Paul M

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Paul Morganski is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including nearly three decades with Nationwide and 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 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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Susan W

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Susan Wilson is a financial advisor at Nationwide Investment Advisors, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Nationwide Investment Services Corporation since 2017. Prior to that, she spent 19 years at Benefitscorp Equities, Inc. 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 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
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Philip L

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Philip Lindsay is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds Series 65 and Series 63 licenses and has 10 years of industry experience, all with Nationwide Investment Services 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 manages approximately $16.7 billion in discretionary ProAccount assets and serves a large client base of over 250,000 plan participants and sponsors using a scale-oriented, recordkeeper-driven model.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Paul Y

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Paul Yossem is a financial advisor with Nationwide Investment Advisors, LLC based in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Nationwide Investment Services Corporation since 2007. Outside of his advisory role, Yossem serves as a board member at large for the Western Pension and Benefits Council in both Garden Grove and Orange County, CA, and is the board president of Scripps Ranch High School in San Diego. 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 with 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
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Benjamin L

Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Benjamin Lozier is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, Ohio, holding a Series 65 credential with 20 years of industry experience. He has worked with Nationwide Investment Services Corporation since 2023 and previously with Nationwide Fund Distributors LLC from 2012 to 2023. 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 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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