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Ethan M
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Ethan Molitor is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and having six years of industry experience. His work history includes roles at Nationwide Investment Services Corp and several other organizations, including Kent State University and State Farm Insurance. Nationwide Investment Advisors, LLC primarily provides investment advisory services to retirement plan sponsors and participants, managing nearly $16.7 billion in ProAccount assets as of the end of 2025. The firm serves a large client base through a scalable, recordkeeper-driven model that emphasizes outsourced portfolio construction and automated enrollment.
Randall N
CFP®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Randall Neis is a CFP® professional with 24 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. He has previously worked at ICMA Retirement Corporation for 16 years before joining Nationwide Investment Services 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 employs independent fiduciary experts to develop model portfolios and serves a large retail participant base through both discretionary and non-discretionary services within a family of affiliated financial companies.
Clayton B
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Clayton Benton is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses. He has 23 years of industry experience and has been with Nationwide Investment Services Corporation since 2009. 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 to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.
Kristopher D
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Kristopher Davis is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Nationwide Investment Services Corp and Great American Insurance Group. He owns a rental property in Lutsen, MN, which he manages on a limited, non-investment basis. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, leveraging independent financial experts to develop model portfolios implemented under discretionary arrangements. The firm manages approximately $16.7 billion in ProAccount assets and focuses on a recordkeeper-driven, scale-oriented approach.
Matthew R
CFP®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Matthew Ring is a CFP® with 17 years of experience in the financial services industry. He is currently with Nationwide Investment Advisors, LLC and has been affiliated with Nationwide Investment Services Corporation and Tailored Management since 2008. 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 partners with independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.
David B
ChFC®, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
David Bazzel is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation and Series 66 license, and has 20 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Chase Investment Services Corp., and Ameriprise. Outside of advising, he is co-owner of Beach State of Mind, a non-investment-related business, and serves as president and board member of Westtown Church in Tampa, FL. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing programs such as ProAccount, which had approximately $16.7 billion in assets under management as of December 31, 2025. The firm’s approach involves relying on independent financial experts for portfolio construction and serves a large client base through a scale-oriented, recordkeeper-driven model.
Dean D
Series 63, Series 65
Columbus, OH
Wealth Enhancement Advisory Services, LLC
Dean Danison is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He previously operated Danison & Associates, Inc. for 27 years. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.
Martin B
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Martin Burch is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Nationwide Investment Services Corp since 2012. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including ERISA 401(k) plans and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and serves a large client base within a family of affiliated financial companies.
Ronald L
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Ronald Leclair is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Nationwide Investment Services Corporation since 2001. Nationwide Investment Advisors specializes in providing 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 client base through discretionary and non-discretionary services governed by plan documents and participant risk profiles.
Carrie R
Series 66
Columbus, OH
FIFTH THIRD SECURITIES, Inc.
Carrie Reynolds is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH. She holds a Series 66 designation and has 25 years of industry experience, including 21 years with Fifth Third Securities. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs on the Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.
Lorraine R
Series 65, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Lorraine Rodriguez is a financial advisor at Nationwide Investment Advisors, LLC with 23 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at firms including Fidelity Investments, Icma Rc, Uvest Financial Services Group, and Morgan Stanley Dw Inc. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm serves a large client base through a scale-oriented, recordkeeper-driven model, relying on independent financial experts for portfolio construction and offering fiduciary services for ERISA-covered plans.
Teron C
Series 66
Dublin, OH
Empower Advisory Group
Teron Carter is a Series 66-licensed financial advisor with Empower Advisory Group and has 21 years of industry experience. He previously worked at UBS Financial Services and PNC Investments. Outside of his advisory role, he is a partner in TCC2, LLC, a real estate holding company he established for estate planning purposes. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm offers a financial planning service focused on long-term portfolio returns and integrates its advisory services closely with Empower’s administrative platforms.
John A
Series 63, Series 65
Dublin, OH
J. W. Cole Advisors, Inc.
John Albrecht is a financial advisor with J.W. Cole Advisors, Inc. based in Dublin, OH. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with J.W. Cole Advisors since 2015 and also operates Wealth Management Services, Inc. since 2006. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment approaches, including access to third-party managers and digital advice platforms.
Jim M
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Jim Montgomery is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at MetLife, Mass Mutual, and Citizens Bank. Montgomery is also a Notary Public. 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 uses independent financial experts to develop model portfolios and serves a large client base with a scale-oriented, recordkeeper-driven approach.
Mark E
CFA®, Series 66
Dublin, OH
D.A. Davidson & Co.
Mark Evans is a CFA® charterholder with over 22 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2009. He holds a Series 66 license and operates out of Dublin, Ohio. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides comprehensive financial planning and specialized programs such as the Davidson Private Wealth program, operating under fiduciary standards and utilizing both qualitative and quantitative investment analyses.
Felipe M
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Felipe Mora is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Jefferson National Securities Corporation, Jefferson National Financial Corp, Jefferson National, and Equian-Trover. 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 uses independent fiduciary experts to develop model portfolios and provides both discretionary and non-discretionary services governed by plan documents and participant risk profiles.
John K
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
John Kendall is a financial advisor at Nationwide Investment Advisors, LLC with 27 years of industry experience. He holds the Series 66 designation and has been with Nationwide Investment Advisors since 2006, following his earlier tenure at Nationwide Investment Services beginning in 2000. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including ERISA 401(k) plans and public 403(b)/457(b) plans. The firm employs independent fiduciary experts for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.
Sonia B
Series 65
Columbus, OH
Corient
Sonia Brinkman is a financial advisor with Corient in Columbus, OH, holding a Series 65 credential and 11 years of industry experience. Her work history includes roles at Budros, Ruhlin & Roe and CIPW Service Company, with her current tenure at Corient spanning from 2022. Corient provides investment advisory and financial planning services to a diverse client base, including individual, high-net-worth, trust, pension, charitable, and corporate clients. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party solutions and employs risk management tools and alternative investment options where appropriate.
Douglas E
CFP®, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Douglas Ewing is a CFP® with 22 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. He previously worked at Transamerica Capital Inc. from 2012 to 2019. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k), 403(b), and 457(b) plans. The firm partners with independent fiduciary experts to develop model portfolios and manages a large retail participant base within a family of affiliated financial companies that support custody, recordkeeping, and product services.
Daniel R
Series 63
Columbus, OH
Equity Services, inc.
Daniel Riegner is a financial advisor with Equity Services, Inc. in Columbus, OH, holding a Series 63 designation and 16 years of industry experience. He has been with Equity Services, National Life Group, and Premiere Financial Group since 2009. Outside of his advisory work, he serves as a board member for the Warren County Career Center Education Foundation and is president of the Southern Warren County Chamber. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizes third-party asset managers and model portfolios, and manages a substantial amount of both discretionary and non-discretionary assets.
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