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Robert B
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Robert Back is a financial advisor at Nationwide Investment Advisors, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked within various Nationwide entities since 2010, including Nationwide Investment Services Inc. since 2019. 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 uses independent fiduciary experts to develop model portfolios and serves approximately 270,000 retail participant accounts through a large advisor team within a family of affiliated financial companies.
Kimberly W
CFP®, Series 65
Worthington, OH
Brookstone Capital Management LLC
Kimberly Wells is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Brookstone Capital Management LLC. She has worked with Brookstone since 2016 and previously at Young Wealth Management and Horter Investment Management. Her other business activities include providing comprehensive financial planning services that occasionally involve the sale of insurance products. Brookstone Capital Management offers fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of strategic asset-allocation models and investment vehicles, operating both a turnkey asset management platform and a wrap-fee program.
Donald L
Series 65, Series 63
West Jefferson, OH
Independent Financial Partners
Donald Lozier is a financial advisor with Independent Financial Partners in West Jefferson, Ohio, holding Series 65 and Series 63 registrations and bringing 11 years of industry experience. His prior roles include positions at Money Concepts Capital Corp., Ebner Financial Group, and NSystems, LLC. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, and is noted for its formal retirement-plan advisory and pension consulting capabilities.
Michael B
Series 66, Series 63
Columbus, OH
Nationwide Investment Advisors, LLC
Michael Beck is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. His prior work includes roles at Raymond James & Associates, Inc., Transamerica Capital, Inc., and Gwfs Equities, Inc. 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 focuses on a scale-driven, recordkeeper-oriented model that serves a large client base through outsourced portfolio construction and automated enrollment.
Jillian B
Series 66
Hilliard, OH
FIFTH THIRD SECURITIES, Inc.
Jillian Bowman is a financial advisor with Fifth Third Securities, Inc. She holds a Series 66 designation and has 24 years of industry experience. She has been with Fifth Third Securities since 2016. Fifth Third Securities, Inc. 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 a tax-overlay service, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.
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.
Michael W
Series 63, Series 66
Ostrander, OH
Key Investment Services LLC
Michael Welch is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Cadaret Grant & Co., Inc. and Cco Investment Services Corp. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in model selection and provides ongoing monitoring, due diligence, and supervisory oversight, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.
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 designations and seven years of industry experience. Prior to joining Nationwide Investment Advisors, he worked at Nationwide Investment Services Corporation and Ameritas Investment Corp and Life Insurance Corp. Hewitt also has a background with MDT Advisers and Northeastern University. Nationwide Investment Advisors primarily provides investment advisory services to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary ProAccount assets as of December 31, 2025. The firm employs a scale-oriented, recordkeeper-driven model that leverages independent financial experts to develop model portfolios and serves a large number of clients through automated enrollment and outsourced portfolio construction.
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. His career includes roles at multiple firms such as DeVerna & Co Financial, Creative Financial Partners, and SOBE Partners LLC. He is also the owner of The Wealth Lab, a fee-based advisory practice serving clients in central Ohio. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and ongoing consulting, supported by a broad network of Investment Adviser Representatives and third-party partners.
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.
Steven G
Series 66
Dublin, OH
The huntington Investment company
Steven Gress is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 18 years of industry experience. He has been with Huntington since 2008 and previously worked at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities through advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers and proprietary private bank models.
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. In addition to his advisory role, he operates as an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of services including financial planning, portfolio management, and plan-sponsor consulting, with a focus on recommendation-based, non-discretionary advice delivered through multiple program structures.
Michael B
Series 66
Powell, OH
The huntington Investment company
Michael Brunner is a financial advisor at The Huntington Investment Company with 16 years of industry experience. He holds a Series 66 designation and previously worked for Nationwide Investment Services Corp. Since 2022, he has served as an advisory board member for the nonprofit organization Run the Race. 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 a range of wrap-fee programs using an open-architecture investment model that combines third-party sub-managers with proprietary private bank strategies.
Shannon A
Series 63, Series 66
Gahanna, OH
FIFTH THIRD SECURITIES, Inc.
Shannon Arias is a financial advisor with Fifth Third Securities, Inc. in Newark, Ohio, holding Series 63 and Series 66 credentials and 19 years of industry experience. Her career includes multiple tenures at Fifth Third and Charles Schwab, spanning roles in both firms since 2007. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.
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 with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with VOYA Financial Advisors since 2014. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed long-term care, disability, and life insurance sales and service. VOYA Financial Advisors serves a diverse clientele including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm provides financial planning, portfolio management, and consulting through various program structures such as Unified Managed Account wrap programs and third-party money manager options, emphasizing non-discretionary, recommendation-based advice.
Michael C
Series 63, Series 66
Columbus, OH
Guardian Life
Michael Capobianco is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, Prudential Insurance Company of America, Santander Bank, and Merrill. Outside of his advisory career, he owns and manages a commercial building painting and coating business and works as an Uber Eats driver. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a range of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.
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.
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