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Kristin R

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Kristin Reilly is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Nationwide Investment Services Corporation since 2011. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions for ERISA 401(k) plans and public 403(b)/457(b) plans. The firm employs independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services within a large retirement-plan-focused platform.

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

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Nathan Shevelow is a financial advisor at Nationwide Investment Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at The Huntington Investment Company and The Huntington National Bank. He also spent four years at The Ohio State University. 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 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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Karen S

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Karen Socola is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 65 and Series 63 licenses and has 11 years of industry experience, including 12 years with Nationwide Investment Services Corporation. In addition to her advisory role, she owns a rental property business in Clifton Park, NY. 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 serves over 250,000 clients using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and focuses exclusively on plan participants and sponsors.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Carla Jimenez is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and 65 licenses and bringing 41 years of industry experience. She has worked at Nationwide Investment Services Corp since 2013, with prior positions at Merrill and UBS Financial Services. Jimenez serves as secretary for the St. Frederick and St. Stephen Service Club in Edisto Island, SC. 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 substantial assets under discretionary management and uses independent experts for portfolio construction, focusing on large-scale plan administration rather than high-net-worth clients.

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

Columbus, OH

VOYA Financial Advisors, Inc.

Benjamin Smith is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding 18 years of industry experience. He has worked at VOYA since 2014 and previously spent six years at R.A. Croucher & Associates. In addition to his advisory role, Smith operates as an independent insurance agent selling fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, unified managed account and wrap programs, third-party money manager access, and retirement-plan advisory services. The firm serves individuals, pension and profit-sharing plans, charities, and corporate clients, combining in-house and external strategists with technology-enabled tools to implement client-directed investment strategies.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Thomas T

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Thomas Tyson is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Nationwide Investment Services Corp since 2020 and previously spent nine years at Invesco Distributors, Inc. 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 serves a large client base with a scale-oriented, recordkeeper-driven model and relies on independent financial experts to develop model portfolios.

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

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Nikolas Victor is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 10 years of industry experience and has worked at Nationwide Investment Services Corporation since 2015. 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 employs independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services within a large client base focused on retirement-plan business.

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

ChFC®, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Brandy Dom is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® and Series 65 designations and possessing 19 years of industry experience. She has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2005. Dom serves as a board member and on the financial committee for At Home By High, a nonprofit organization based in Columbus, OH. 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 within a family of affiliated financial companies.

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

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Jacob Sours is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 14 years of industry experience. Since 2011, he has been affiliated with Nationwide Services Investment Corporation. 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 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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Michael R

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Michael Richardson is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Nationwide Investment Services Corp since 2019 and previously at Gwfs Equities, Inc. from 2016 to 2019. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm manages approximately $16.7 billion in ProAccount assets and utilizes independent financial experts for portfolio construction, focusing on a large scale client base within the retirement plan sector.

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

Series 63

Columbus, OH

Guardian Life

Matthew Hart is a financial advisor with Guardian Life and holds a Series 63 designation. He has 32 years of industry experience and has worked at firms including LPL Financial, Mass Mutual, and MetLife. Hart is currently based in Columbus, OH, and has been with Guardian Life and Park Avenue Securities since 2024. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, retirement plan sponsors, charitable organizations, and businesses with both brokerage and investment advisory services. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting solutions tailored to client needs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Christopher G

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Christopher Groh is a financial advisor at Nationwide Investment Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Nationwide Investment Services Corporation since 2013. Nationwide Investment Advisors 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 manages approximately $16.7 billion in ProAccount assets and serves over 250,000 clients 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
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Rebecca R

CFP®, Series 63, Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Rebecca Ruvolo is a CFP® professional with 18 years of experience in financial planning and investment management. She is currently affiliated with VOYA Financial Advisors, Inc. and operates Ruvolo Wealth Management, providing comprehensive retirement planning and portfolio management services. Prior to this, she held positions at Schwab Wealth Advisory, Charles Schwab & Co., and Scottrade. She also works as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement advisory services. The firm employs a range of investment approaches, combining in-house and external strategies, with many client relationships managed on a non-discretionary basis.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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John B

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

John Brennan Jr. is a financial advisor at Nationwide Investment Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Davenport & Company LLC and Nationwide Investment Services Inc. 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 approximately $16.7 billion in ProAccount assets and serves over 250,000 clients through a scale-oriented, recordkeeper-driven model.

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

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Tonya Sax is a financial advisor at Nationwide Investment Advisors, LLC with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including PNC Bank, Fisher Investments, and OSAIC. 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 employs a scale-oriented, recordkeeper-driven model, serving a large client base with portfolio construction developed by independent financial experts.

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

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

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

Private / alternative investments Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Tax strategies for small businesses Founder/Business Owner
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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.

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

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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