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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 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Mary Campbell is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been associated with Nationwide Investment Services Corporation since 1994. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through discretionary programs like ProAccount, managing approximately $16.7 billion in assets. The firm uses 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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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 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Christopher Brie is a CFP® professional with seven years of industry experience. He is currently with Nationwide Investment Advisors, LLC and has previously worked at Tailored Management, The Blackwell Inn, and Campus Grinds. Outside of advisory work, he is co-owner of 227 Yachtclub Ltd in Columbus, OH. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants, focusing on scalable, recordkeeper-driven solutions such as ProAccount. The firm manages approximately $16.7 billion in discretionary assets and leverages independent financial experts to develop model portfolios for its client base.

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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Amanda J

Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Amanda Johnson is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 65 designation and six years of industry experience. She has been with Nationwide Investment Services Corp since 2020 and Nationwide Insurance since 2019. Outside of her advisory role, she is also an artist with Shadowbox Live in Columbus, OH. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs including ProAccount, My Investment Planner, Smart Alliance, and the Advice Program, managing approximately $16.7 billion in ProAccount assets under discretionary management as of the end of 2025.

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

ChFC®, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Gregory Russell is a ChFC® and Series 66 licensed advisor with 12 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2016. Outside of his advisory role, he operates a loan packaging and business plan consulting service as a sole proprietor. 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 manages approximately $16.7 billion in ProAccount assets and serves a large client base with a scale-oriented, recordkeeper-driven model that leverages outsourced portfolio construction and automated enrollment.

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

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Kristalin Kingsley is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Fidelity Investments and Mission Square Retirement, as well as operating an Etsy storefront specializing in crochet designs. Nationwide Investment Advisors, LLC primarily serves retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, managing approximately $16.7 billion in discretionary assets. The firm leverages independent financial experts to develop model portfolios and focuses on a large client base through a recordkeeper-driven, scale-oriented approach.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Mc Clain F

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Mc Clain Felty is a financial advisor at Nationwide Investment Advisors, LLC with 4 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at American Pension Advisors, Ltd. and Nationwide Investment Services Corporation. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, utilizing model portfolios developed by independent financial experts. The firm manages a large client base through a scale-oriented, recordkeeper-driven approach focused on participant and sponsor needs.

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

Series 63, Series 65

Columbus, OH

FIFTH THIRD SECURITIES, Inc.

Deidre Jackson is a financial advisor at Fifth Third Securities, Inc. in Columbus, Ohio, holding Series 63 and Series 65 credentials with 25 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, supported by its affiliation with Fifth Third Bank and distinctive municipal-advisor registration.

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

Series 63, Series 65

Columbus, OH

Corient

Scott Maiberger is a financial advisor at Corient with 19 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Corient in 2025, he worked at Mutual of America and Nationwide Investment Services Corp. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Wealth management Private / alternative investments Tax-loss harvesting Active portfolio management
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Grace F

CFP®

Columbus, OH

Corient

Grace Flesher is a CFP® professional with three years of industry experience, currently serving at Corient. Her prior roles include positions at Budros, Ruhlin & Roe and the Mount Vernon Nazarene University Business Department. 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 utilizes a goals-based, team investment approach combining in-house strategies with third-party manager solutions and continuous portfolio monitoring through advanced risk management tools.

Wealth management Private / alternative investments Tax-loss harvesting Active portfolio management
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Mark K

ChFC®, Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Mark Knudson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Nationwide Investment Services Corp since 2013. Outside of his advisory role, he serves as president of the Blackhawk Ranch HOA in McCall, Idaho. 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 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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