Overwhelmed by options?
Answer a few questions to see advisors matched to you.
3,285 advisors near
43219
within the area shown on the map
Out of 400,000+ nationwide
Daniel S
Series 63
Worthington, OH
Ameritas Advisory Services, LLC
Daniel Singleton is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 25 years of industry experience. He has been associated with Ameritas-related entities since 2006 and also operates Central Ohio Financial Management Group LLC, a financial planning and independent insurance agency established in 2001. 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 employs a range of investment products and program platforms and is part of a mutual holding company structure that integrates broker-dealer, insurance, and investment affiliates.
Fayz A
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Fayz Abu Hajar is a financial advisor at Nationwide Investment Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Nationwide Investment Services Corp and Nationwide Mutual Insurance Company since 2018. Prior to that, he was employed at BEPC Inc. and OUAC Inc. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, managing large-scale advisory programs such as ProAccount, which had approximately $16.7 billion in assets under management as of the end of 2025. The firm employs a model portfolio approach developed by independent experts and focuses on recordkeeper-driven, scalable solutions for its client base.
Brian B
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Brian Burgeson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Nationwide Investment Services Corp and various insurance carriers. He has served on the Courtyard Townhome Association since 2008. 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 employs independent fiduciary experts to develop model portfolios and serves approximately 270,000 clients with a focus on retirement-plan business.
Alfonso P
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Alfonso Pinzon is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Nationwide Investment Services Corporation since 2000. Outside of his advisory role, he operates a YouTube channel called Anita and Al Adventures. 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 for portfolio construction and serves a large number of retail participant accounts, supported by affiliated financial companies for custody and recordkeeping.
Paul A
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Paul Artanis is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Nationwide Investment Services Corporation since 2007. Outside of his advisory role, he manages a rental property in Pembroke Pines, Florida. Nationwide Investment Advisors primarily serves retirement plan sponsors and plan participants through programs like ProAccount, relying on independent experts to develop model portfolios while managing approximately $16.7 billion in discretionary assets as of December 2025. The firm focuses on scale-driven, recordkeeper-oriented solutions for ERISA-covered plans and maintains a large client base relative to its number of advisors.
Robert G
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Robert Grossman is a financial advisor at Nationwide Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TIAA-CREF, MassMutual Life Insurance Company, and Park Avenue Securities. Grossman is based in Columbus, OH. 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 employs independent fiduciary experts to develop model portfolios and manages a large number of retail participant accounts within a family of affiliated financial companies.
Joseph B
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Joseph Broderick is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Nationwide Investment Services Corp, Invesco Distributors, Inc., and Oppenheimerfunds Distributor, Inc. 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 retail participant base within a family of affiliated financial companies.
Teresa O
Series 63, Series 65
Powell, OH
Stratos Wealth Partners, Ltd
Teresa Owsley is a financial advisor with Stratos Wealth Partners, Ltd. She holds Series 63 and Series 65 credentials and has 32 years of industry experience. Her prior work includes six years at The Huntington Investment Company and ongoing roles with LPL Financial and Stratos Wealth Partners since 2012 and 2015, respectively. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a broad range of clients, including individuals, retirement plans, corporations, nonprofits, and institutional clients, using an open-architecture investment approach and both discretionary and non-discretionary portfolio management options.
Zachary D
Series 66
Columbus, OH
VOYA Financial Advisors, Inc.
Zachary Deppen is a financial advisor at Voya Financial Advisors, Inc. in Columbus, Ohio, holding the Series 66 designation with two years of industry experience. Prior to his advisory role, he worked at Voya and has been employed as an order selector at Aldi Distribution Center since 2021. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients through a large network of advisors. The firm combines in-house and third-party strategies with technology-enabled tools to implement both discretionary and non-discretionary investment solutions.
Jessicia E
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Jessicia Erfurt is a financial advisor at Nationwide Investment Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Matthews Buses and Maximus before joining Nationwide Investment Services Inc. in 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 utilizes independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.
Andrew A
CFP®, ChFC®, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Andrew Adams is a financial advisor with Nationwide Investment Advisors, LLC, holding the CFP® and ChFC® designations and six years of industry experience. His prior roles include positions at SA Stone Wealth Management Inc. and MassMutual Life Insurance Co. He is based in Columbus, Ohio. Nationwide Investment Advisors primarily provides investment advisory services to retirement plan sponsors and participants, using model portfolios developed by independent experts and implementing these under discretionary or non-discretionary arrangements. The firm serves a large client base through a scale-oriented, recordkeeper-driven model focused on retirement plans.
Susan R
Series 63, Series 65
Powell, OH
Stratos Wealth Partners, Ltd
Susan Robenalt is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes roles at Morgan Stanley and Citigroup Global Markets prior to joining Stratos Wealth Partners and LPL Financial in 2010. She is also involved in non-variable insurance activities outside her advisory work. Stratos Wealth Partners, Ltd is an SEC-registered enterprise firm with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm operates an IAR-driven model with a focus on customized portfolio management, employing an open-architecture approach that integrates multiple third-party platforms and managers.
Eric J
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Eric Johnson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds the Series 66 designation and has 20 years of industry experience. Prior to joining Nationwide Investment Services in 2016, he held other roles in the financial sector. Outside of his advisory work, Eric is a musician with One Eyed Mama and serves as a festival manager for the Hilltop Arts Collective. Nationwide Investment Advisors, LLC primarily provides investment advisory services to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary ProAccount assets. The firm focuses on large-scale, recordkeeper-driven solutions with a model that supports over 250,000 clients through roughly 398 advisers.
Anthony M
Series 66
Westerville, OH
AE Wealth Management, LLC
Anthony Mampieri is a financial advisor at AE Wealth Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including LifePro Asset Management, Kestra Financial Services Inc., and Goldberg, Clouse and Edgell, LLC. Outside of AE Wealth Management, he is involved with Merit Advisors LLC, where he sells life insurance and fixed indexed annuities as a wealth strategist. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolio solutions, discretionary asset management, financial planning, and plan services, with an internal Investment Consulting Group supporting reporting and portfolio construction.
Elizabeth F
ChFC®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Elizabeth Folland is a ChFC®-designated financial advisor at Nationwide Investment Advisors, LLC with 32 years of industry experience. Her career includes roles at JP Morgan Securities, SWBC Investment Company, and Advisors Asset Management, among others. She has worked at Nationwide Investment Advisors since 2020. Nationwide Investment Advisors, LLC primarily provides investment advisory services to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner, managing approximately $16.7 billion in discretionary ProAccount assets. The firm focuses on a scale-oriented model that serves a large client base via independent financial experts and outsourced portfolio management.
Erica L
ChFC®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Erica Lemmon is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds the ChFC® designation and Series 63 and 65 licenses, and has 10 years of industry experience. Since 2014, she has been with 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 utilizes independent fiduciary experts to develop model portfolios and manages a large number of retail participant accounts within a family of affiliated financial companies.
Aylin J
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Aylin Jewell is a financial advisor at Nationwide Investment Advisors, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Nationwide Investment Services Corporation since 2015, following roles at J.P. Morgan Securities and Chase Investment Services Corp. 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 approximately $16.7 billion in discretionary assets and serves a large client base through a scale-oriented, recordkeeper-driven model.
Stephen B
Series 63
Westerville, OH
FIFTH THIRD SECURITIES, Inc.
Stephen Becker is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Lakewood, OH, holding a Series 63 designation and 21 years of industry experience. He has been with Fifth Third Securities since 2003. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines its municipal-advisor registration with a corporate affiliation to a large bank, Fifth Third Bank, which serves as a portfolio manager in some programs.
Daniel B
Series 63, Series 65
Worthington, OH
Private Advisor Group, LLC
Daniel Beck is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at J.P. Morgan Securities, Fifth Third Bank, and LPL Financial LLC. Outside the financial industry, he was involved with Exceeding Reality Performance Nutrition for two years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based model, employing various investment strategies and technology platforms while offering access to third-party managers and proprietary managed account solutions.
Donald E
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Donald Eschbach is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2026 and at ICMA Retirement Corporation since 2012. Outside of his advisory role, he is involved with Mastodon LLC, a real estate acquisition management business. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, utilizing model portfolios developed by independent experts and managing approximately $16.7 billion in discretionary ProAccount assets. The firm serves a large client base with a scale-oriented, recordkeeper-driven approach focused on automated enrollment and plan participant needs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
3,285 advisors near
43219
within the area shown on the map
Out of 400,000+ nationwide