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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 bringing 24 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has held roles at Ameritas Life Insurance Corp and Ameritas Investment Corp since 2006. Singleton is also the independent representative of Central Ohio Financial Management Group LLC, where he provides financial planning and sells fixed insurance products. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides 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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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 with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Stratos Wealth Partners since 2015 and has also worked with LPL Financial since 2012. Stratos Wealth Partners provides advisory services to a diverse clientele, including individual investors, trusts, charitable organizations, corporations, and institutional clients, using an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios. The firm emphasizes active monitoring and asset allocation across multiple custodians and offers a range of affiliated and third-party advisory solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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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. with two years of industry experience. He holds a Series 66 designation and has prior experience working at Voya in both advisory and related roles. Outside of his advisory work, he is employed as an order selector at an Aldi Distribution Center. Voya Financial Advisors, Inc. serves individual clients across wealth levels, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, third-party money manager access, and brokerage and insurance products, delivering advice through model portfolios, affiliated strategies, and third-party strategists.

General retirement planning Retirement income strategy Business ownership considerations Self-Employed Founder/Business Owner 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 CFP® and ChFC® with five years of industry experience. He is currently with Nationwide Investment Advisors, LLC and has prior experience at SA Stone Wealth Management Inc. and MassMutual-affiliated firms. 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 retail participant base through discretionary and non-discretionary services.

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 LPL Financial and Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and 30 years of industry experience. She has been with LPL Financial and Stratos Wealth Partners since 2010. Robenalt also engages in non-variable insurance activities through Vanbridge. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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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 financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses. She has 32 years of industry experience, including prior roles at J.P. Morgan Securities, LLC, and various JPMorgan entities. Nationwide Investment Advisors, LLC primarily serves retirement plan sponsors and participants through programs like ProAccount and My Investment Planner, managing approximately $16.7 billion in ProAccount assets as of December 31, 2025. The firm employs a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment, focusing solely on plan participants and sponsors.

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 and holds Series 63 and Series 65 licenses. He has one year of industry experience, including prior roles at J.P. Morgan Securities and Fifth Third Bank. His background also includes two years with a nutrition performance company, Exceeding Reality Performance Nutrition. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm supports its advisors with access to third-party asset managers, turnkey platforms, and its own WealthSuite separately managed account program.

Retired 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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