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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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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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.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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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.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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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.

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