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Constance S

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Constance Shaw is a financial advisor at Nationwide Investment Advisors, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at ADP Broker Dealer, Inc. and ADP Inc. from 2007 to 2018. Since 2019, she has been with Nationwide Investment Services Inc. 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 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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Richard S

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Richard Stahl is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Nationwide Investment Services Corp since 2017 and previously spent a year with Nationwide. Outside of his advisory role, he serves as a referee for the Ohio High School Athletic Association. 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 utilizes independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven approach focused on plan participants and sponsors.

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

Series 65

Columbus, OH

Stratos Wealth Partners, Ltd

Mark Obrock is a financial advisor at Stratos Wealth Partners, Ltd with eight years of industry experience. He holds a Series 65 designation and has previously worked at Hamilton Capital Management, Inc. Outside of his primary role, he serves as an Assistant Portfolio Manager at Parkview Partners Capital Management in Columbus, OH. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party 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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Christopher A

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Christopher Adams 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 previously at Nationwide Investment Services Corporation, Nationwide Insurance, Allstate Insurance Company, The Prudential Insurance Company of America, and Pruco Securities, LLC. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including ERISA 401(k) plans and public 403(b)/457(b) plans. The firm employs independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

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

Series 66, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Darren Lopes is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, with 23 years of industry experience. He holds Series 66, 63, and 65 designations. Before joining Nationwide Investment Services Corporation in 2025, he worked at TIAA and TIAA-CREF from 2011 to 2023. Nationwide Investment Advisors, LLC primarily serves retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance, managing approximately $16.7 billion in discretionary assets. The firm operates a scale-oriented, recordkeeper-driven model that relies on independent financial experts to develop portfolios and focuses exclusively on plan participants and sponsors.

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

ChFC®, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Val Gonzalez is a financial advisor at Nationwide Investment Advisors, LLC with 20 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Nationwide Investment Advisors in 2021, he worked at Nationwide Securities, LLC from 2008 to 2021. Outside of his advisory role, Gonzalez serves as President of the Columbus chapter of Prospanica and holds leadership positions with Nationwide Children’s Hospital and Pelotonia. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants. The firm uses independent fiduciary experts to develop model portfolios and serves roughly 270,000 retail participant accounts, focusing on retirement-plan business through a family of affiliated financial companies.

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

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Nancy Chavez is a financial advisor at Nationwide Investment Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Nationwide Investment Services Corporation since 2013. Based in Columbus, OH, she works within a large enterprise firm specializing in retirement plan advisory services. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including ERISA 401(k) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and serves a large client base through both discretionary and non-discretionary services.

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

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Jonathan Fry is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 65 and Series 63 licenses and has 10 years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation and ADP-related entities. 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 serves a large client base with a scale-oriented, recordkeeper-driven model that relies on independent financial experts for portfolio construction and emphasizes fiduciary responsibilities for ERISA-covered plans.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Traci Back is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with Nationwide Investment Services Corporation since 2014. 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 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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James K

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

James Keeler is a financial advisor with Nationwide Investment Advisors, LLC in Phoenix, AZ. He holds Series 63 and Series 65 designations and has 30 years of industry experience. He has been with Nationwide Investment Services Corporation since 1995. 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.

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

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Nikki Cibelli is a Series 66 licensed financial advisor with 16 years of industry experience. She is currently with Nationwide Investment Advisors, LLC, where she has worked since 2021, following eight years at PNC Investments LLC. Outside of her advisory role, she is a retail consultant for Rodan + Fields and an individual seller on Etsy. 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 uses independent financial experts to develop model portfolios and serves a large number of clients via a scale-oriented, recordkeeper-driven model focused on retirement plan participants.

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

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Mary Campbell is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and over 23 years of industry experience. She has been with Nationwide Investment Services Corporation since 1994. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner (MIP). The firm serves a large client base using a scale-oriented, recordkeeper-driven model and relies on independent financial experts for portfolio construction.

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

Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Sharon Wilson is a Series 65-licensed financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. She has 27 years of industry experience and has been with Nationwide Investment Services Corporation since 2002. Outside of her advisory role, she is active as a real estate agent in Florida and also sells cosmetics through Mary Kay. 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 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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Ninoska C

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Ninoska Calzadilla is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked at Nationwide Investment Services Corp since 2013. 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 develop model portfolios and manages a large number of 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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Christopher B

CFP®, Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Christopher Brie is a Certified Financial Planner (CFP®) affiliated with Nationwide Investment Advisors, LLC, where he has worked for seven years. His prior experience includes roles at Tailored Management, The Blackwell Inn, and Campus Grinds. He is also a co-owner of 227 Yachtclub Ltd in Columbus, Ohio. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and Smart Alliance. The firm manages approximately $16.7 billion in ProAccount assets and focuses on a scale-oriented, recordkeeper-driven model catering exclusively to plan participants and sponsors.

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

Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Alirio Rumbos is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 65 designation and 19 years of industry experience. He has been with Nationwide Investment Services Corporation since 2008. Outside of his advisory role, he participates as a team rider for several companies, including Custom X, Sticky Bumps, and Zinka. 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 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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Evan F

Series 66

Dublin, OH

Private Advisor Group, LLC

Evan Franckhauser is a financial advisor at Private Advisor Group, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group and LPL Financial since 2016, following four years at Waddell & Reed. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model, utilizing a combination of asset allocation, fundamental and technical strategies, and technology platforms while often implementing advice through third-party managers and turnkey asset management programs.

Annuities Founder/Business Owner
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Gary M

Series 63, Series 65

Columbus, OH

Corient

Gary Marcinick is a financial advisor at Corient in Columbus, OH, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Budros, Ruhlin & Roe and CIPW Service Company, LLC before joining Corient. Corient provides investment advisory and financial planning services to individual, high-net-worth, institutional, and charitable clients. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and continuous portfolio monitoring.

Wealth management Private / alternative investments Tax-loss harvesting Active portfolio management
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Blake P

CFP®, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Blake Price is a CFP® professional with seven years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. His prior roles include positions at Instrumental Wealth, LLC, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, and Pinnacle Trust. Outside of financial advising, he works as an independent contractor for Fathom Realty. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and advice for ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and operates within a family of affiliated financial companies that provide custody, recordkeeping, and product services.

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

CFP®

Hilliard, OH

Focus Partners Wealth, LLC

Andrea Ellis is a CFP® professional with 19 years of industry experience. She has worked at Focus Partners Wealth, LLC since 2026 and previously held roles at Pinnacle Advisors, Mariner Wealth Advisors, JMG Financial Group, Ltd., and The Prudential Insurance Co. of America. Ellis spent over two decades at Budros, Ruhlin & Roe, Inc. prior to her current position. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial and tax planning, business management, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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