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3,285 advisors near
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Out of 400,000+ nationwide
Melanio C
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Melanio Casupanan III is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Since 2013, he has worked with Nationwide Investment Services Corp. 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 serves a large base of retail participant accounts within a family of affiliated financial companies.
Nathan H
Series 65, Series 63
Columbus, OH
FIFTH THIRD SECURITIES, Inc.
Nathan Honigford is a financial advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Fifth Third Securities, he held roles at Fifth Third Bank, Grubhub, Chipotle, and other companies. Outside of his advisory work, he volunteers as a golf caddie at Scioto Country Club and works part-time as a delivery driver. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutional clients, and business entities through both investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio management options via its Passageway Managed Account platform.
Keith B
Series 65
Columbus, OH
MAI Capital Management, LLC
Keith Blankemeyer is a financial advisor at MAI Capital Management, LLC with 17 years of industry experience. He holds a Series 65 designation and previously worked for Coons Advisors for 18 years before joining MAI Capital Management in 2025. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.
Gregory W
Series 65, Series 63
Columbus, OH
Nationwide Investment Advisors, LLC
Gregory Watson is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 33 years of industry experience. He has been with Nationwide Investment Services Corporation since 1999. Outside of his advisory role, he is a partner in Midwest Thunder Midgets LLC, a non-investment-related business based in Columbus, Ohio. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm utilizes independent financial experts to develop model portfolios and manages approximately $16.7 billion in ProAccount assets under discretionary management.
Barry B
Series 63
Columbus, OH
Equity Services, inc.
Barry Brown is a financial advisor at Equity Services, Inc. in Columbus, OH, with 32 years of industry experience. He holds a Series 63 designation and has been with Equity Services since 2014. Outside of his advisory work, he is involved as a partner in a self-storage business and a real estate investment company that buys, renovates, and sells or rents residential properties. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a wide range of clients including individuals, corporations, trusts, and charitable organizations. The firm blends long-term investment strategies with options for shorter-term trading and utilizes multiple advisory platforms and third-party asset managers.
Cameron L
Series 66
Canal Winchester, OH
Steward Partners Investment Advisory, LLC
Cameron Longwell is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Morgan Stanley Services Group, Inc. for six years and has a background that includes family business operations and roles in the healthcare sector. Steward Partners Investment Advisory, LLC is a national, enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.
Stephen E
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Stephen Ebert is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Nationwide Investment Services Corporation since 2011. 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.
John D
Series 66
Columbus, OH
Kestra Advisory
John Dobies is a financial advisor with Kestra Advisory in Columbus, OH, holding the Series 66 designation and having one year of industry experience. Prior to his current role, he worked at Merkel Wealth Management and Kestra Investment Services, LLC. Outside of his advisory work, he owns MostDobe LLC, a business that furnishes and rents units on Airbnb. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including plan design, compliance testing, fiduciary consulting, and investment advice, serving clients such as sovereign wealth funds and managing approximately $79.8 billion in assets.
Bryan F
Series 65
Dublin, OH
Brookstone Capital Management LLC
Bryan Foster is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Brookstone since 2018 and also owns BFFinancial, where he matches clients with insurance products aligned to their financial and life goals. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and a wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.
Jason D
Series 63
Columbus, OH
VOYA Financial Advisors, Inc.
Jason Dubeansky is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and bringing 21 years of industry experience. He has been with VOYA Financial Advisors since 2014 and is also associated with The Verdi Group since 2006. Outside of advising, he is an author of short stories and involved in coordinating art, publishing, and distribution. VOYA Financial Advisors, Inc. serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement advisory services. The firm combines in-house and third-party strategies with technology-enabled tools, structuring client relationships around investment policy statements and model allocations across a broad product shelf.
David S
ChFC®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
David Sarmir is a financial advisor at Nationwide Investment Advisors, LLC with 32 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. He has been with Nationwide Investment Advisors since 2006 and has worked at Nationwide Investment Services Corp since 2000. Outside of his advisory role, he holds a part-time position at Beder Tender. 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 approximately 270,000 clients through a large advisory team within a family of affiliated financial companies.
Luis R
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Luis Ricardo is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at VALIC Financial Advisors, Allstate Insurance Co, and Transamerica Financial Advisors. Outside of finance, he is a self-employed musician based in Houston, TX. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and advisory programs for ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and operates within a family of affiliated financial companies that provide custody, recordkeeping, and product services.
Tristan P
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Tristan Petrauskas is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work history includes roles at Nationwide Financial, BMO Investment Services, LPL Financial, BMO Harris, and First Midwest Bank. Nationwide Investment Advisors, LLC primarily serves retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance. The firm manages a significant portfolio of assets under discretionary management, focusing on scale and automated enrollment within a fiduciary framework for ERISA-covered plans.
Christopher B
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Christopher Binting is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Nationwide Investment Services Corp since 2012. Outside of his advisory role, he coaches competitive swimming with the Greater Columbus Swim Team of Ohio and owns Binting Aquatics, LLC. 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 retail participant base within a family of affiliated financial companies.
Justin B
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Justin Bryant is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding a Series 66 designation and 17 years of industry experience. His prior work includes positions at Franklin Templeton Distributors, Inc., ProEquities, Inc., and Protective Life. 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.
Christina G
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Christina Gregory is a financial advisor at Nationwide Investment Advisors, LLC with 18 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked previously at CUNA Brokerage Services, Inc. Gregory also serves on the National Board of Directors for the We Promote Inspire Network. 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.
James B
Series 66
Columbus, OH
VOYA Financial Advisors, Inc.
James Browning is a financial advisor at VOYA Financial Advisors, Inc. with 27 years of industry experience and holds a Series 66 credential. His career includes roles at Voya Financial Partners, LLC and Ascent Financial Partners. Outside of advising, he serves as a poll worker for the Delaware County Board of Elections and is a partner at J3, LLC. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs investment policy statements and model allocations, combining in-house and external strategists with technology-enabled tools to manage both discretionary and non-discretionary accounts.
Eric G
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Eric Glinsky is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2006. Outside of his advisory role, he is involved with CRIMSOCANE, LLC, which operates a website providing opinions on sporting events. Nationwide Investment Advisors offers 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 manages a large number of retail participant accounts within a family of affiliated financial companies.
Rakesh S
Series 63, Series 65
Columbus, OH
FIFTH THIRD SECURITIES, Inc.
Rakesh Singh is a financial advisor at Fifth Third Securities, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fifth Third Securities since 2019. His prior experience includes roles at Fifth Third Bank and J.P. Morgan Securities, with a career spanning over a decade at J.P. Morgan Chase-related firms. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, institutions, and business entities, offering investment advisory and brokerage services. The firm provides access to multiple investment programs through its Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies.
Drew B
Series 65, Series 63
Columbus, OH
Private Advisor Group, LLC
Drew Boyer is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 credentials and possessing 22 years of industry experience. His prior work includes roles at CME Financial Services, Parallel Equity Advisors Ltd., and Waddell & Reed. In addition to his advisory work, he is an author of a book titled *Hip Hop X Finance*. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement consulting services. The firm employs a fiduciary-based advisory model, utilizing a variety of investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.
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3,285 advisors near
43219
within the area shown on the map
Out of 400,000+ nationwide