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Christopher G
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Christopher Groh is a financial advisor at Nationwide Investment Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Nationwide Investment Services Corporation 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.
Rebecca R
CFP®, Series 63, Series 66
Columbus, OH
Voya financial Advisors, Inc.
Rebecca Ruvolo is a Certified Financial Planner® with 17 years of industry experience. She is currently a financial advisor at VOYA Financial Advisors, Inc. and the owner of Ruvolo Wealth Management LLC, where she provides financial planning and investment management services. Her prior experience includes roles at Charles Schwab, Schwab Wealth Advisory, and Scottrade. In addition to her advisory work, she is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm employs a combination of model portfolios and manager-driven strategies, delivering investment guidance primarily through non-discretionary programs supported by an extensive affiliate ecosystem.
John B
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
John Brennan Jr. is a financial advisor at Nationwide Investment Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Davenport & Company LLC and Nationwide Investment Services Inc. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, utilizing model portfolios developed by independent financial experts. The firm manages approximately $16.7 billion in ProAccount assets and serves over 250,000 clients through a scale-oriented, recordkeeper-driven model.
Tonya S
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Tonya Sax is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and 23 years of industry experience. Her prior roles include positions at PNC Bank and various PNC-affiliated firms, as well as Fisher Investments. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, which manages approximately $16.7 billion in discretionary assets. The firm operates a scale-oriented, recordkeeper-driven model, serving over 250,000 clients with roughly 398 advisors.
Melanio C
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Melanio Casupanan III is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Since 2013, he has worked with Nationwide Investment Services Corp. 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 serves a large base of retail participant accounts within a family of affiliated financial companies.
Nathan H
Series 65, Series 63
Columbus, OH
FIFTH THIRD SECURITIES, Inc.
Nathan Honigford is an advisor at Fifth Third Securities, Inc. in Columbus, OH, holding Series 65 and Series 63 registrations with one year of industry experience. Prior to joining Fifth Third Securities, he worked at Fifth Third Bank, N.A. and held various roles outside the financial industry, including positions at Grubhub and Chipotle. Outside of his advisory work, he serves as a golf caddie at Scioto Country Club and works as a delivery driver for DoorDash. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering access to the Passageway Managed Account Program with multiple portfolio management options including mutual funds, ETFs, separately managed accounts, and direct indexing strategies.
Andrew T
Series 66
Columbus, OH
The huntington Investment company
Andrew Tracy is a financial advisor with The Huntington Investment Company in Columbus, Ohio, holding a Series 66 designation and 19 years of industry experience. His career includes seven years at J.P. Morgan Securities and JP Morgan Chase Bank NA and multiple roles at The Huntington Investment Company since 2019. 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 various wrap-fee programs through an open-architecture model that integrates third-party sub-managers with proprietary Private Bank strategies and custodial services via National Financial Services.
Keith B
Series 65
Columbus, OH
MAI Capital Management, LLC
Keith Blankemeyer is a financial advisor at MAI Capital Management, LLC with 17 years of industry experience. He holds a Series 65 designation and previously worked for Coons Advisors for 18 years before joining MAI Capital Management in 2025. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.
Gregory W
Series 65, Series 63
Columbus, OH
Nationwide Investment Advisors, LLC
Gregory Watson is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 33 years of industry experience. He has worked at Nationwide Investment Services Corporation since 1999. Outside of his advisory role, he is a partner in Midwest Thunder Midgets LLC. Nationwide Investment Advisors serves retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance, managing approximately $16.7 billion in ProAccount assets. The firm focuses on scalable, recordkeeper-driven solutions and utilizes independent experts for portfolio construction under various fiduciary arrangements.
Pamela S
Series 66
Lewis Center, OH
Guardian Life
Pamela Samsey is a Series 66-licensed financial advisor with 22 years of industry experience. She is currently affiliated with Park Avenue Securities and Guardian Life Insurance since 2025 and has prior experience at JPMorgan Chase Bank, J.P. Morgan Securities, RW Baird, and LPL Financial. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial planning and consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a range of account types and lending solutions.
Barry B
Series 63
Columbus, OH
Equity Services, inc.
Barry Brown is a financial advisor at Equity Services, Inc. in Columbus, OH, with 32 years of industry experience. He holds a Series 63 designation and has been with Equity Services since 2014. Outside of his advisory work, he is involved as a partner in a self-storage business and a real estate investment company that buys, renovates, and sells or rents residential properties. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a wide range of clients including individuals, corporations, trusts, and charitable organizations. The firm blends long-term investment strategies with options for shorter-term trading and utilizes multiple advisory platforms and third-party asset managers.
Danny M
Series 66
Columbus, OH
The huntington Investment company
Danny Mizer Jr. is a financial advisor at The Huntington Investment Company with 10 years of industry experience. He holds a Series 66 designation and has worked at Huntington National Bank and The Huntington Investment Company since 2010. 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 using an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models.
Stephen E
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Stephen Ebert is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Nationwide Investment Services Corporation since 2011. 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.
John D
Series 66
Columbus, OH
Kestra Advisory
John Dobies is a financial advisor with Kestra Advisory in Columbus, OH, holding the Series 66 designation and having one year of industry experience. Prior to his current role, he worked at Merkel Wealth Management and Kestra Investment Services, LLC. Outside of his advisory work, he owns MostDobe LLC, a business that furnishes and rents units on Airbnb. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including plan design, compliance testing, fiduciary consulting, and investment advice, serving clients such as sovereign wealth funds and managing approximately $79.8 billion in assets.
Jason D
Series 63
Columbus, OH
Voya financial Advisors, Inc.
Jason Dubeansky is a financial advisor at Voya Financial Advisors, Inc. with 21 years of industry experience. He holds a Series 63 designation and has been affiliated with Voya since 2014. Outside of his advisory work, he is an author of short stories unrelated to investments and owns Duby Farms LLC. Voya Financial Advisors, Inc. serves individual, retirement plan, charitable, and corporate clients through financial planning, portfolio management, and brokerage services. The firm deploys a mix of model portfolios, affiliated strategies, and third-party managers, with most assets managed on a non-discretionary basis.
David S
ChFC®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
David Sarmir is a financial advisor at Nationwide Investment Advisors, LLC with 32 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. He has been with Nationwide Investment Advisors since 2006 and has worked at Nationwide Investment Services Corp since 2000. Outside of his advisory role, he holds a part-time position at Beder Tender. 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 approximately 270,000 clients through a large advisory team within a family of affiliated financial companies.
Luis R
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Luis Ricardo is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at VALIC Financial Advisors, Allstate Insurance Co, and Transamerica Financial Advisors. Outside of finance, he is a self-employed musician based in Houston, TX. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and advisory programs for ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and operates within a family of affiliated financial companies that provide custody, recordkeeping, and product services.
Tristan P
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Tristan Petrauskas is a financial advisor at Nationwide Investment Advisors, LLC with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Nationwide Financial, BMO Investment Services, LPL Financial, and First Midwest Bank. Nationwide Investment Advisors 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 ProAccount assets and serves over 250,000 clients with a scale-oriented, recordkeeper-driven model.
Christopher B
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Christopher Binting 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. He has been with Nationwide Investment Services Corp since 2012. Outside of his advisory role, he coaches competitive swimming with the Greater Columbus Swim Team of Ohio and owns Binting Aquatics, LLC. 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.
Justin B
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Justin Bryant is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and 17 years of industry experience. His prior work includes positions at Franklin Templeton Distributors, Inc., ProEquities, Inc., and Protective Life. 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.
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