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Fayz A

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Fayz Abu Hajar is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at Nationwide Investment Services Corp and Nationwide Mutual Insurance Company since 2018, with prior roles at BEPC Inc. and OUAC 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 employs independent fiduciary experts to develop portfolio recommendations and serves as an ERISA fiduciary in certain contexts, managing 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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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 in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2007. Outside of his advisory role, he is involved in managing a rental property in Pembroke Pines, Florida. 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 for portfolio construction and serves a large retail participant base through both discretionary and non-discretionary services.

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 at Stratos Wealth Partners, Ltd with 32 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at LPL Financial and The Huntington Investment Company. Stratos Wealth Partners serves individual and institutional clients with a range of services including financial planning, advisor-managed programs, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, supported by a large network of investment adviser representatives.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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Zachary D

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Zachary Deppen is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH. He holds a Series 66 designation and has two years of industry experience. Prior to his advisory role, he worked at Voya and has been employed as an order selector at an Aldi Distribution Center since 2021. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting, often providing non-discretionary recommendations across multiple program structures.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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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 CFP® and ChFC® with six years of industry experience. He is currently with Nationwide Investment Advisors, LLC and has prior experience at MassMutual Life Insurance Co, Mass Mutual Investors Services, and SA Stone Wealth Management. 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 manages approximately $16.7 billion in discretionary assets and serves over 250,000 clients using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction.

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 positions at Morgan Stanley and Citigroup Global Markets before joining Stratos Wealth Partners and LPL Financial in 2010. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, portfolio management, and specialized consulting through a broad network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies, supporting both discretionary and non-discretionary account management across multiple custodians.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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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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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.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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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.

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

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Aylin Jewell is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has been with Nationwide Investment Services Corporation since 2015. 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 utilizes 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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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.

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

Annuities Founder/Business Owner
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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.

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

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Gene Harshaw is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and bringing 27 years of industry experience. He has worked in various roles at Nationwide-affiliated entities since 1998. Harshaw serves as a board member of the Franklin County Board of Developmental Disabilities in Columbus, Ohio. 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 serves a large client base with a scale-oriented, recordkeeper-driven model and uses independent experts to develop model portfolios and investment lineups.

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