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Mark H

Columbus, OH

Ameritas Advisory Services, LLC

Mark Haimerl is a financial advisor with Ameritas Advisory Services, LLC, based in Columbus, Ohio, with 18 years of industry experience. He has held roles at firms including DeVerna & Co Financial and Creative Financial Partners. Haimerl also owns The Wealth Lab and Central Ohio Financial Management Group, both fee-based advisory practices serving clients in central Ohio. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Shane T

Series 66

Reynoldsburg, OH

The huntington Investment company

Shane Teach is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and eight years of industry experience. He has been with Huntington since 2014. Outside of his advisory role, Shane streams football video games on Twitch, where he engages with viewers through live gameplay and interactive discussions. The Huntington Investment Company serves individuals, high-net-worth clients, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment approach combining third-party sub-managers and proprietary models, offering multiple wrap-fee programs through the Envestnet MAS platform.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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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.

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

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

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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John R

Columbus, OH

Voya financial Advisors, Inc.

John Roesch is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding 38 years of industry experience. He has been with VOYA Financial Advisors since 2014. In addition to his advisory role, he is also an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a broad client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers investment advisory, brokerage, financial planning, and retirement plan services through a combination of model portfolios, third-party managers, and both discretionary and non-discretionary programs.

General retirement planning Retirement income strategy Business ownership considerations Self-Employed Founder/Business Owner Retired
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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.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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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.

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

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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 credentials and bringing 38 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of 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, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm utilizes a combination of model portfolios and manager-driven sleeves, delivering both discretionary and predominantly non-discretionary investment guidance through various advisory programs and maintains an integrated advisory and broker-dealer platform.

General retirement planning Retirement income strategy Business ownership considerations Self-Employed Founder/Business Owner Retired
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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.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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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.

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

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Thomas Ryan is a financial advisor at Nationwide Investment Advisors, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes positions at Nationwide Investment Services Corporation, Park Avenue Securities, Guardian Life Insurance Company, and Paychex Securities Corporation. 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 operates a scale-oriented, recordkeeper-driven model and relies on independent experts for portfolio construction, managing approximately $16.7 billion in ProAccount assets under discretionary management.

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 at Nationwide Investment Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including JP Morgan Chase Bank, N.A., J.P. Morgan Securities, and Cetera Investment Services. 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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Jason D

Series 63, Series 66, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Jason Daum is an advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. His prior work 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 like ProAccount, which manages approximately $16.7 billion in discretionary assets. The firm employs a scale-oriented, recordkeeper-driven model serving over 250,000 clients and emphasizes outsourced portfolio construction and automated enrollment.

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 and Park Avenue Securities LLC, holding Series 63 and Series 65 credentials and five years of industry experience. He previously worked at Northwestern Mutual in various capacities for six years and held roles at Old Fort Banking Company and Bowling Green State University. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individual, pension, charitable, and corporate clients with brokerage, financial planning, retirement consulting, and advisory programs that include model portfolios and a digital hybrid advisory solution.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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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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Mark W

Series 63, Series 65

Powell, OH

The huntington Investment company

Mark Wakeland is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 designations and 16 years of industry experience. His prior roles include positions at Wesbanco Securities Inc, PNC Investments, LLC, and JP Morgan. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and business entities. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary Private Bank strategies, with services delivered through National Financial Services.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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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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