Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar

Kirk S

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Kirk Steingreaber is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2015. Outside of his advisory role, he is involved in real estate partnerships focused on purchasing, renovating, and selling properties. 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 engages 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
user avatar
firm logo

Erin S

Series 63, Series 66

Dublin, OH

FIFTH THIRD SECURITIES, Inc.

Erin Shafer is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Dublin, OH. She holds Series 63 and Series 66 licenses and has 18 years of industry experience, all with Fifth Third Securities or its affiliated entities since 2006. FIFTH THIRD SECURITIES, Inc. serves a wide range of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple managed account programs and investment strategies on its Passageway platform, combining proprietary oversight with third-party portfolio management.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
user avatar
firm logo

Robert H

Series 63, Series 65

Worthington, OH

Ameritas Advisory Services, LLC

Robert Hackett is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and with 43 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has also worked with Ameritas Life Insurance Corp, Ameritas Investment Corp, and Central Ohio Financial Management Group, where he has served as a licensed independent insurance agent since 1990. In addition to his financial advisory roles, Hackett serves as a State Representative in Ohio’s 10th District. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse clientele, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies using model portfolios, mutual funds, ETFs, interval funds, and individual securities, and operates multiple program platforms including model-based allocation and wrap fee programs.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
user avatar

Valerie H

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Valerie Hamilton is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked with Nationwide Investment Services Corporation since 2007 and previously spent seven years at Nationwide Securities LLC. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm serves a large client base with a scale-oriented, recordkeeper-driven model and relies on independent financial experts to develop its investment portfolios.

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

Rick W

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Rick Watson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Nationwide Investment Services Corporation since 2008. Outside of his advisory work, he is involved in music performance. 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 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
user avatar

Felicia R

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Felicia Rennis is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. Her prior work includes roles at Nationwide Investment Services Corporation, Wells Fargo Clearing, Wells Fargo Bank, and NYLIFE Securities. Outside of finance, she operates Felicia's Fitness LLC, offering a weekly summer boot camp fitness class. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, providing managed-account solutions and investment advice for ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and manages a large retail participant base within a family of affiliated financial companies.

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

Gary M

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Gary Myers is a financial advisor at Nationwide Investment Advisors, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Nationwide Investment Services Corporation since 2016. 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 utilizes independent financial experts to develop model portfolios and serves a large client base with a scale-oriented, recordkeeper-driven approach focused on ERISA-covered plans.

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

Ashley G

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Ashley Gillespie is a Series 66-licensed financial advisor with 19 years of industry experience. She is currently with Nationwide Investment Advisors, LLC, and has previously worked at Nationwide Securities, LLC and The Huntington Investment Company. Gillespie is based in Columbus, Ohio. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and the Advice Program. The firm manages approximately $16.7 billion in ProAccount assets and serves a large client base using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction.

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

David M

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

David Miller is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2016. Outside of his advisory role, he serves as president of the South Central Football Officials Association. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm relies on independent financial experts to develop model portfolios and serves a large client base through a scale‑oriented, recordkeeper‑driven approach.

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

Elliott C

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Elliott Cobb is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, Equitable Advisors, and Foresters Advisory Services. Outside of his advisory work, he is the owner of Supreme Group, a business based in Philadelphia. 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 focuses on a scale-oriented, recordkeeper-driven model that serves a large client base with outsourced portfolio construction and automated enrollment.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
user avatar
firm logo

Jessica L

Series 63

Columbus, OH

Corient

Jessica Lee is a financial advisor with Corient, holding a Series 63 designation and over 22 years of industry experience. She worked at Budros, Ruhlin & Roe for 21 years before joining Corient in 2022. Outside of her advisory role, Lee serves as Treasurer for the Hilliard Education Foundation and as Expense Treasurer for the Davidson High Music Booster, supporting local educational and music programs. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach using in-house strategies and third-party managers, incorporating risk management tools and alternative investment options when appropriate.

Wealth management Private / alternative investments Tax-loss harvesting Active portfolio management
user avatar
firm logo

Kyle R

CFP®

Columbus, OH

Corient

Kyle Radabaugh is a CFP® professional with eight years of industry experience, currently serving at Corient in Columbus, OH. His work history includes positions at Budros, Ruhlin & Roe and CIPW Service Company prior to joining Corient. 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 investment approach that integrates in-house strategies and third-party manager solutions, with ongoing portfolio monitoring and risk management to align investments with client objectives.

Wealth management Private / alternative investments Tax-loss harvesting Active portfolio management
user avatar

Michael P

Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Michael Parker is a Series 65-licensed financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He has four years of industry experience, including prior roles at Nationwide Investment Services Corporation and TRB Financial, Inc., and operated as a sole proprietor for 22 years. Outside of finance, Parker works as a driver for Uber and Lyft in Tallahassee, FL. Nationwide Investment Advisors, LLC provides advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner. The firm employs a scale-oriented, recordkeeper-driven model and relies on independent financial experts to develop investment portfolios, managing approximately $16.7 billion in ProAccount assets.

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

Aaron B

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Aaron Barton is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 10 years of industry experience, including a decade at Nationwide Investment Services Corporation. Outside of his advisory role, he works as a private chess tutor. 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 through a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

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

Jerel G

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Jerel Gadberry is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, Sagepoint Financial, and Thrivent Financial. 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 retail participant accounts within a family of affiliated financial companies.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
user avatar
firm logo

Kevin W

CFP®

Columbus, OH

Corient

Kevin Wuebker is a CFP® professional with 11 years of industry experience, currently serving at Corient in Columbus, OH. He previously worked for Budros, Ruhlin & Roe from 2007 to 2023. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies and third-party manager solutions, continuously monitoring portfolios with risk management tools to align with client objectives.

Wealth management Private / alternative investments Tax-loss harvesting Active portfolio management
user avatar
firm logo

Olivia H

Series 66

Columbus, OH

Corient

Olivia Herzog is a financial advisor at Corient with four years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James Financial Services Advisors, Inc. and Hyre Personal Wealth Advisors. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Wealth management Private / alternative investments Tax-loss harvesting Active portfolio management
user avatar

Jeffrey J

Series 63, Series 65, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Jeffrey Jamieson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, Ohio, holding Series 63, Series 65, and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Nationwide Investment Services Corp, Ameriprise Financial Services, FTB Advisors, MML Distributors, Massachusetts Mutual Life Insurance Company, and Waddell & Reed. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm employs a scale-oriented, recordkeeper-driven model and relies on independent financial experts to develop portfolios, serving over 250,000 clients with approximately 398 advisers.

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

Luis E

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Luis Ervin is a financial advisor at Nationwide Investment Advisors, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes positions at Fidelity Investments and various educational institutions, as well as a role with the University of California, Riverside Police Department. 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 manages approximately $16.7 billion in discretionary assets and serves a large client base using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
user avatar
firm logo

Kathryn G

CFP®, Series 65

Columbus, OH

Focus Partners Wealth, LLC

Kathryn Glanz is a CFP® and holds a Series 65 license with 18 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Relative Value Partners, and Brownson, Rehmus & Foxworth, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies alongside third-party managers and private funds.

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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)