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Graham H

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Graham Hickey is a financial advisor at Nationwide Investment Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has prior experience at Ameriprise and Nationwide Investment Services Corporation. Outside of financial advising, he is involved in managing an Airbnb rental and had a role with Therepairdepot.com. 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 uses independent financial experts to develop model portfolios and serves a large client base primarily within retirement plan contexts.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Eric Bordonaro is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, Ohio. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2008. 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 focuses on a scale-oriented, recordkeeper-driven model serving over 250,000 clients with roughly 398 advisers.

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

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

James Corbett Jr. is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® designation and Series 63 and 65 licenses. He has 15 years of industry experience and has been with Nationwide Investment Services Corporation since 2014. Nationwide Investment Advisors specializes in providing 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 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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Corbin J

Series 65

Worthington, OH

Kestra Advisory

Corbin Jones is a financial advisor at Kestra Advisory with a Series 65 credential and one year of industry experience. His prior work includes roles at Buckley Financial Planning and N. Wasserstrom, as well as eight years at Vineyard Columbus Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary services, plan design, employee education, and access to multiple management platforms. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Brook S

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Brook Sharp is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Nationwide Investment Services Corp in 2019, Sharp worked at Tailored Management and held various roles including positions at Jimmy Johns and A Sharp Staffing, as well as involvement with BGSU Graduate and Executive Programs in Business. 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 ProAccount assets and utilizes independent financial experts to develop model portfolios, serving a large client base with a scale-oriented, recordkeeper-driven approach.

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 Gill is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 designations with 24 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation and T. Rowe Price. 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 utilizes independent financial experts to develop model portfolios and focuses on a scale-oriented, recordkeeper-driven approach serving a large client base with an emphasis on ERISA-covered plans.

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

Series 66

Worthington, OH

Stratos Wealth Partners, Ltd

Matthew Marrah is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and eight years of industry experience. His prior roles include positions at LPL Financial and Axa Advisors, LLC. He is also involved in selling life insurance products to complement his advisory services. 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, using an open-architecture investment 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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Chase F

Series 63, Series 65

Dublin, OH

PNC Wealth Management

Chase Fryer is a financial advisor at PNC Wealth Management with seven years of industry experience. He previously worked at J.P. Morgan Securities and The Huntington Investment Company, among other firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and invests via mutual funds and ETFs, with portfolio implementation delegated to third parties.

Passive / index investing Active portfolio management Wealth management Executive
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Michael K

CFP®

Columbus, OH

Corient

Michael Kline is a CFP® professional with 13 years of experience in financial advisory roles. He is currently with Corient in Columbus, OH, where he has worked since 2022. His prior experience includes a 19-year tenure at Budros, Ruhlin & Roe. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies and third-party managers, utilizing risk management tools and offering specialized services such as family office and trustee solutions.

Wealth management Private / alternative investments Tax-loss harvesting Active portfolio management
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Amy R

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Amy Riggs is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked with Nationwide Investment Services Corporation since 2010. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily for retirement plan sponsors and participants, including ERISA 401(k) 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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Brian Q

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Brian Quinlin is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds the ChFC® designation and Series 63 and 65 licenses, and has 11 years of industry experience. His work history includes multiple roles at Nationwide Investment Services Corporation and Thrivent Financial. 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 uses independent financial experts to develop model portfolios and manages approximately $16.7 billion of ProAccount assets under discretionary management.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Anousone Gravitt is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has previously worked at Nationwide Investment Services Corporation and Massachusetts Life Insurance Company. 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 uses a scale-oriented, recordkeeper-driven model with outsourced portfolio construction, managing approximately $16.7 billion in ProAccount assets under discretionary management as of December 31, 2025.

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

Series 63, Series 65

Hilliard, OH

FIFTH THIRD SECURITIES, Inc.

Randal Regoli is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 credentials and has nine years of industry experience. His prior work includes roles at MyLifeWerks and Nickayle Franchises LLC, and he has been affiliated with AllState Insurance Company since 2005. 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 provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and features such as direct indexing and a tax-overlay service.

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

Series 63, Series 66

Dublin, OH

Commonwealth Financial Network

Caleb Stoneburner is a financial advisor with Commonwealth Financial Network based in Dublin, Ohio. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior roles include positions at Fidelity Investments and operating Stoneburner Wealth Management, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $213 billion in client assets. The firm offers a broad adviser-support platform, including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Carlos A

Series 63, Series 66

Dublin, OH

TIAA-CREF

Carlos Arteaga is a financial advisor with TIAA-CREF in Dublin, Ohio, holding Series 63 and Series 66 designations and 11 years of industry experience. His prior roles include positions at Nationwide Investment Advisors and TD Ameritrade Investment Management. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing discretionary management with a fiduciary standard applied to its RIA services.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Founder/Business Owner Approaching retirement Mid-Career Professionals
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Kiarra M

Series 66

Columbus, OH

Janney Montgomery Scott

Kiarra Marshall is a financial advisor at Janney Montgomery Scott with one year of industry experience. She holds the Series 66 designation and has worked at firms including PNC and NS Charney and Associates. Janney Montgomery Scott is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporations, retirement plans, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Benjamin K

CFP®

Columbus, OH

Mercer Global Advisors Inc.

Benjamin Kautz is a CFP® professional with 15 years of experience in financial advising, currently with Mercer Global Advisors Inc. He has held various roles at Mercer since 2015. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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Dorian L

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Dorian Larue is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2008. Outside of finance, Larue is the owner and programmer of LARUXSOFT, a developer and distributor of mobile platform games for iOS and Android. 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 employs independent fiduciary experts to develop model portfolios and serves a large retail participant base through a family of affiliated financial companies.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Kristopher Morton is a financial advisor at Nationwide Investment Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Nationwide Investment Services Corp since 2013. 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 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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Jeffrey M

CFP®, Series 63

Columbus, OH

Principal Financial Services

Jeffrey Mccloskey is a financial advisor at Principal Financial Services with 23 years of industry experience. He holds the CFP® designation and Series 63 license. Mccloskey is also the managing member of Insurance First Capital LLC, which sells various types of insurance, including health, home, auto, and liability coverage. Principal Securities offers brokerage and registered investment advisory services to a diverse client base ranging from individual investors to corporations and active-duty military personnel. The firm emphasizes financial planning, retirement consulting, and access to third-party money manager programs, with investment implementation typically handled on a discretionary basis by those managers.

Retired Founder/Business Owner
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