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Michael T
Series 63, Series 65
Columbus, OH
Citizens Securities, Inc.
Michael Titus is a financial advisor at Citizens Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with Citizens Securities since 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.
Armando S
Series 66, Series 63
Canal Winchester, OH
Empower Advisory Group
Armando Salgado is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses and has prior experience at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Outside of his advisory role, he is involved with Mando Enterprise LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm uses an integrated service model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing through both point-in-time financial plans and optional managed account solutions.
Elisha R
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Elisha Roberts Cofer is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds Series 63 and Series 66 designations and has 26 years of industry experience. His prior work includes roles at Nationwide Investment Services Corp and The Huntington National Bank and The Huntington Investment Company. Outside of his advisory work, he is a 10% owner of Cofer Consulting Solutions LLC, where he supports entry talent management by assisting the company president. 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 manage portfolios and provides both discretionary and non-discretionary services within a family of affiliated financial companies.
Macallan H
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Macallan Hewitt is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes roles at Nationwide Investment Services Corporation, Ameritas Investment Corp, Ameritas Life Insurance Corp, MDT Advisers, and Northeastern University. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount, which had approximately $16.7 billion in assets under discretionary management as of December 31, 2025. The firm relies on independent financial experts to develop model portfolios and focuses on a high client-to-advisor ratio using a scale-oriented, recordkeeper-driven approach.
Mark H
Columbus, OH
Ameritas Advisory Services, LLC
Mark Haimerl is a financial advisor with Ameritas Advisory Services, LLC in Columbus, Ohio, holding 18 years of industry experience. He has worked with several firms including DeVerna & Co Financial, Creative Financial Partners, and United Planners' Financial Services. Haimerl operates his practice under the business names The Wealth Lab and Central Ohio Financial Management Group. 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 offers asset management, financial planning, retirement plan advisory, and variable product subaccount management through various program platforms and third-party technology integrations.
Anthony F
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Anthony Flowers is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and 13 years of industry experience. He previously worked at Axa Advisors, LLC from 2013 to 2018 before joining Nationwide Investment Services Corp in 2018. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions for ERISA 401(k) plans and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.
Alexander D
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Alexander Dillmann is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His career includes roles at Nationwide Investment Services Corporation, MML Investors Services, LLC, and MassMutual Life Insurance Company. Dillmann also served in the Ohio House of Representatives in 2019. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, managing about $16.7 billion in discretionary assets. The firm uses a scale-oriented, recordkeeper-driven model supported by independent financial experts for portfolio construction and focuses exclusively on plan participants and sponsors.
John R
Columbus, OH
VOYA Financial Advisors, Inc.
John Roesch is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding 39 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC from 2005 to 2011. In addition to his advisory role, he is an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services using both affiliated and unaffiliated investment products, emphasizing client-approved, non-discretionary strategies alongside discretionary management options.
Shannon A
Series 63, Series 66
Gahanna, OH
FIFTH THIRD SECURITIES, Inc.
Shannon Arias is a financial advisor at Fifth Third Securities, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fifth Third Bank and Fifth Third Securities for multiple periods totaling over 17 years, with additional experience at Charles Schwab Bank and Southgate Corporation. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services through multiple program types and third-party managers on its Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, and is a wholly owned subsidiary of Fifth Third Bank.
John B
ChFC®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
John Bennett is a ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Nationwide Investment Advisors, LLC since 2006 and has worked at Nationwide Investment Services Corp. since 2000. Outside of his advisory role, Bennett holds a part-time position at Nordstrom. 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.
Michael T
Series 63, Series 65
Columbus, OH
VOYA Financial Advisors, Inc.
Michael Thacker is a financial advisor at VOYA Financial Advisors, Inc. in Columbus, Ohio, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VOYA Financial Advisors since 2014, previously working at Voya Financial Partners, LLC from 2000 to 2011. In addition to his advisory role, he operates as an independent insurance agent focusing on fixed long-term care, disability, and life insurance sales and service. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and investment services, combining in-house and external resources with technology-enabled tools to implement client recommendations through both discretionary and non-discretionary management approaches.
Michael C
Series 63, Series 66
Columbus, OH
Guardian Life
Michael Capobianco is a financial advisor at Guardian Life with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Prudential Insurance Company of America, Santander Bank, and Bank of America. Outside of his advisory work, he is involved in commercial building painting and coating through his ownership of Finished Product Inc. LLC and also works with Uber Eats. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate clients, and charitable organizations. The firm provides tailored financial planning and management strategies combining advisor-led discretionary management with model-based approaches, supported by a range of proprietary and third-party platforms.
Kimberley R
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Kimberley Rumple is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. She previously worked at GWFS Equities, Inc. for 10 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) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.
Thomas R
Series 65, Series 63
Columbus, OH
Nationwide Investment Advisors, LLC
Thomas Ryan is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Park Avenue Securities, Guardian Life Insurance Company, and Merrill. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner. The firm manages approximately $16.7 billion in discretionary assets and employs a scale-oriented, recordkeeper-driven model that serves over 250,000 clients.
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.
Jason D
Series 63, Series 66, Series 65
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 licenses. His prior work experience includes roles at Nationwide Investment Services Corporation, Rocket Johns, Inc., Tustin Toyota, and Hideaways Coffee. 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, managing approximately $16.7 billion in ProAccount assets. The firm uses a scale-oriented, recordkeeper-driven model that serves over 250,000 clients with nearly 400 advisors, focusing on plan participants and sponsors rather than high-net-worth or institutional clients.
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.
Joseph D
Series 65, Series 63
Columbus, OH
Guardian Life
Joseph Davidson is a financial advisor with Guardian Life, holding Series 63 and Series 65 designations and five years of industry experience. His background includes roles at Northwestern Mutual Wealth Management Company and Old Fort Banking Company. He is based in Columbus, Ohio. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of advisor-led management and model-based strategies, providing a range of financial planning, consulting, and investment solutions tailored to client needs.
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.
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.
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3,285 advisors near
43219
within the area shown on the map
Out of 400,000+ nationwide