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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.

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

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

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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James B

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

James Browning is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and 27 years of industry experience. He has been with Voya since 2014 and is a partner at Ascent Financial Partners. Outside of his advisory work, Browning serves as a poll worker for the Delaware County Board of Elections and holds an active role in J3, LLC. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and third-party money manager access through various program structures. The firm is known for its combination of advisory and broker-dealer services and its emphasis on non-discretionary client recommendations.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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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.

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

Series 63, Series 65

Columbus, OH

FIFTH THIRD SECURITIES, Inc.

Rakesh Singh is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and 21 years of industry experience. His career includes roles at J.P. Morgan Securities and J.P. Morgan Chase Bank prior to joining Fifth Third Securities in 2019. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with a combined broker-dealer and municipal advisor registration.

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

Series 65, Series 63, Series 66

Columbus, OH

The huntington Investment company

John Mulichak is a financial advisor with The Huntington Investment Company in Columbus, OH, holding Series 63, 65, and 66 licenses and nine years of industry experience. His career includes roles at The Huntington Investment Company and The Huntington National Bank, as well as prior experience with KeyBank and PNC Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment model that integrates third-party sub-managers and proprietary Private Bank strategies across multiple wrap-fee programs.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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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 licenses and 22 years of industry experience. He has worked at multiple firms, including CME Financial Services, LLC, LPL Financial, LLC, and Symphony Partners Advisory Ltd., LLC. Outside of advisory roles, Boyer is an author of a book titled *Hip Hop X Finance*. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a range of advisory programs. The firm supports its investment adviser representatives with access to third-party asset managers, model portfolios, and technology platforms designed to align with client goals and preferences.

Retired Founder/Business Owner
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J M

Series 66

Columbus, OH

Tlg Advisors, Inc.

J Mackenbach is a financial advisor with TLG Advisors, Inc. based in Columbus, OH, holding a Series 66 designation and 29 years of industry experience. His career includes long tenures at Valmark Securities, Inc., Minnesota Mutual, and his own firm, Mackenbach & Associates. He is also involved with Wealth Advantage Group, where he engages in insurance sales and client servicing. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, combining fundamental analysis and Modern Portfolio Theory with a client risk-based approach.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Gregory R

CFP®, Series 66

Worthington, OH

Creative Planning

Gregory Revak is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2026, he held roles at Sequoia Financial Advisors and Sequoia Financial Group, where he was director and financial advisor. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure across its network of over 1,100 advisors.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Chad B

Series 65, Series 63

Worthington, OH

Brookstone Capital Management LLC

Chad Budy is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at several firms including Aptus Wealth Management, Ameriprise Financial Services, and J.P. Morgan Securities. Outside of his advisory role, he is involved in insurance sales as the owner of Aptus Wealth Insurance Services LLC. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through its BCM Platform and wrap-fee program.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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Lesley B

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Lesley Bachman is a financial advisor at Nationwide Investment Advisors, LLC with seven years of industry experience. She holds Series 63 and Series 66 credentials. Her prior roles include positions at Nationwide Investment Services Corporation, Charles Schwab & Co., Inc., and the City of Peoria. 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 under discretionary management and emphasizes a scale-oriented, recordkeeper-driven model serving over 250,000 clients.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Mauro A

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Mauro Avila is a financial advisor at Nationwide Investment Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Nationwide Investment Services Corporation, Farmers Financial Solutions, and Wells Fargo in various capacities. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner, managing approximately $16.7 billion in ProAccount assets. The firm serves a large client base using a scale-oriented, recordkeeper-driven model and relies on independent financial experts to develop model portfolios and investment lineups.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Christopher W

Series 66, Series 63

Dublin, OH

Eagle Strategies (NY Life)

Christopher Wilson is a financial advisor with Eagle Strategies (NY Life) based in Dublin, Ohio. He holds Series 66 and Series 63 licenses and has 17 years of industry experience. Wilson has been associated with Eagle Strategies since 2023 and with New York Life and Nylife Securities since 2008. Outside of his advisory work, he volunteers as an assistant baseball coach. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs tailored to client objectives and works extensively with defined contribution and defined benefit plans, emphasizing non-discretionary asset management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Sean C

Series 63, Series 66, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Sean Czepiel is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63, 65, and 66 licenses and 15 years of industry experience. Prior to joining Nationwide Investment Services Corporation in 2025, he worked at RMR Wealth Builders, Inc. and EZTPA, LLC from 2022 to 2025, and was previously associated with Edward Jones and MassMutual Financial Group. 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 a large client base with a scale-oriented, recordkeeper-driven model that emphasizes outsourced portfolio construction and automated enrollment.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Hannah B

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Hannah Burt is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. Her prior roles include positions at Nationwide Investment Services Corporation, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Citibank. 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 employs a scale-oriented, recordkeeper-driven model focused on plan participants rather than high-net-worth individuals or corporate clients.

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

Series 63, Series 66

Dublin, OH

FIFTH THIRD SECURITIES, Inc.

Justin James is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Fifth Third Securities and its affiliated entities since 2010. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, corporate clients, and institutional investors. The firm’s platform offers multiple discretionary managed-account options and incorporates features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and use of established clearing and advisory platforms.

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

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Jason Dixon is a Series 66-licensed financial advisor with 27 years of industry experience. He is currently with Nationwide Investment Advisors, LLC and has previously worked at firms including KeyBank, TD Ameritrade, and Scottrade. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, utilizing a model that relies on independent financial experts for portfolio construction and automated enrollment. The firm manages a substantial client base through programs such as ProAccount, focusing on a scale-driven, recordkeeper-based approach.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Jeffrey W

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Jeffrey Waldeck 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 worked at Charles Schwab since 1997 and Nationwide Investment Services Corp since 2019. 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 provides 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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Allison S

Series 66

Westerville, OH

VOYA Financial Advisors, Inc.

Allison Salyer is a financial advisor at Voya Financial Advisors, Inc. with 25 years of industry experience. She has been with Voya Financial Advisors since 2014 and holds a Series 66 designation. Voya Financial Advisors, Inc. serves individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting through various program structures, emphasizing recommendation-based non-discretionary arrangements.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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