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Louis M

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Louis Moreno is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 46 years of industry experience, having worked at Nationwide Investment Services Corporation since 1980. 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 team of 335 advisors.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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David C

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

David Castina is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Nationwide Investment Services Corporation and Nationwide Insurance Co. since 1991. Outside of his advisory role, he serves as a board member of the Hillingham Home Owners Association in Chadds Ford, PA. 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 utilizes independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services within a large enterprise operating alongside affiliated financial companies.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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James B

Series 65, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

James Brattensborg is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, Ohio. He holds Series 65 and Series 66 licenses and has 14 years of industry experience. His prior work includes roles at Prudential Customer Solutions, The Prudential Insurance Company of America, Pruco Securities, and Morgan Stanley. 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 a large client base 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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Candace D

CFP®, Series 63, Series 65

Hilliard, OH

&PARTNERS

Candace Deluca is a CFP® with 29 years of experience in the financial services industry. She is currently with \u0026PARTNERS, where she has worked since 2025. Her prior experience includes roles at Stratos Wealth Partners, LPL Financial, and Wells Fargo Advisors. Deluca serves as president-elect and pro-bono director on the board of the Financial Planning Association of Central Ohio, coordinating volunteer efforts for the organization. \u0026PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a variety of proprietary and third-party strategies, with an emphasis on ongoing monitoring and account reviews.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Jeremy W

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Jeremy Williams is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds a Series 66 designation and has 18 years of industry experience, including eight years at Nationwide Securities, LLC. Outside of his advisory role, he serves as a trustee for the Eagles organization in Corning, OH. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets through offerings such as ProAccount. The firm operates a scale-oriented, recordkeeper-driven model focused on plan participants and sponsors, utilizing independent financial experts for portfolio construction and automated enrollment features.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Christian B

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Christian Bryant is a financial advisor at Nationwide Investment Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Bank, Wells Fargo Clearing, Wipfli Financial Advisors, Creative Planning, and Nationwide Insurance Services Corporation. Nationwide Investment Advisors, LLC specializes in providing investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, which had approximately $16.7 billion in discretionary assets under management as of December 31, 2025. The firm uses a scale-oriented, recordkeeper-driven model supported by independent financial experts to develop portfolios and focuses exclusively on plan sponsors and participants.

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

Series 66

Columbus, OH

Integrity Alliance, LLC

Shawn Swanson is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 30 years of industry experience. He has been affiliated with Brokers International Financial Services since 2015. Swanson is also president and CEO of Swanson Financial Group, a financial services firm. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm provides continuous asset management, financial planning, and consulting through a network of independent advisers using various portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
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Tashikko Jabril H

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Tashikko Jabril Heningburg is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and three years of industry experience. He has worked with firms including Nationwide Investment Services Corporation and Ally Financial. Outside of finance, he represents fragrance brands as a fragrance representative for Interparfums Luxury Brands. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, managing over $16.7 billion in ProAccount assets. The firm utilizes independent financial experts to develop model portfolios 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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Gary G

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Gary Green is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 designations and has recently begun his career in the financial industry. Prior to joining Nationwide, he held positions at Catalent Pharma Solutions, Beam Suntory, and other companies. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner. The firm employs a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment, managing approximately $16.7 billion in ProAccount assets under discretionary management as of the end of 2025.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Sharyn G

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Sharyn Garner is a financial advisor at Nationwide Investment Advisors, LLC with 16 years of industry experience. She holds the Series 66 designation and has been with Nationwide Investment Services Corporation since 2016. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance. The firm employs a scale-oriented, recordkeeper-driven model and serves over 250,000 clients with approximately 398 advisors, focusing exclusively on retirement plan clients.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Brent M

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Brent Music is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at JPMorgan Chase Bank and JPMorgan Securities LLC from 2013 to 2017. Outside of finance, he serves as Secretary for Archer Music Enterprises, a position he has held since 2010. 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 through 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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Kyle W

Series 63, Series 65

Columbus, OH

FIFTH THIRD SECURITIES, Inc.

Kyle Widmer is a financial advisor at Fifth Third Securities, Inc. based in Columbus, OH, holding Series 63 and Series 65 credentials with three years of industry experience. His professional background includes roles at Fifth Third Bank, Chipotle, the Ohio State Alumni Association, and the Ohio State University. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, combining third-party portfolio management with advisor-directed strategies.

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

Series 63, Series 65

Columbus, OH

Empower Advisory Group

Maureen Kay is a financial advisor at Empower Advisory Group with 26 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Empower Advisory Group, Maureen worked for 12 years at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Michael F

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Michael Ferguson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2007. Outside of advising, he is involved in several ventures including serving as president of Crows Nest Management Inc., co-owning a boat tour company, operating a bed and breakfast, and is an ordained minister. 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 relies on 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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William C

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

William Curtis is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 registrations with 26 years of industry experience. He has worked with Nationwide Investment Services Corp. since 2000 and Nationwide Investment Advisors, LLC since 2006. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, utilizing a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment. The firm manages approximately $16.7 billion in ProAccount assets under discretionary management and serves over 250,000 clients through nearly 400 advisors.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Mark G

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Mark Grise is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2016. Outside of his advisory role, he serves as a board member for the Central Ohio Mountain Bike Organization in Westerville, Ohio. 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 under discretionary management and serves a large client base through a scale-oriented, recordkeeper-driven model with outsourced portfolio construction.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Jamaal H

CFP®

Columbus, OH

Corient

Jamaal Henry is a CFP® with five years of industry experience, currently serving at Corient. His prior roles include positions at Budros, Ruhlin & Roe, Park Avenue Securities, and Guardian Life Insurance Company. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools to align portfolios with client objectives.

Wealth management Private / alternative investments Tax-loss harvesting Active portfolio management
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Doris B

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Doris Brito is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 registrations, and has nine years of industry experience. She has worked at Nationwide Investment Services Corp since 2017 and had prior roles at Nationwide and Finish Line. Outside of her advisory work, she holds a part-time position with Lover Boards LLC and has worked as a shopper for Instacart. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing programs like ProAccount that include approximately $16.7 billion in assets under discretionary management. The firm focuses on a scale-oriented model serving over 250,000 clients with roughly 398 advisors, relying on independent experts for portfolio construction and automated participant enrollment.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Matthew M

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Matthew Murphy III is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior work includes roles at INVEST Financial Corp and Tailored Management Contractors. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through a variety of programs, relying on independent financial experts to develop model portfolios that the firm implements under discretionary or non-discretionary arrangements.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Mykell K

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Mykell Kincaid is a financial advisor at Nationwide Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Nationwide Investment Services Corporation since 2009. In addition to his financial career, Kincaid has been involved with Mary Kay since 2007. 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 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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