Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Christopher U
Series 66
Westerville, OH
The huntington Investment company
Christopher Urbano is a financial advisor at The Huntington Investment Company with nine years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Securities LLC and Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture platform combining third-party and affiliate portfolio models alongside discretionary and model-based management options.
Darren L
Series 66, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Darren Lopes is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 66, Series 63, and Series 65 designations and bringing 23 years of industry experience. He previously worked at TIAA and TIAA-CREF from 2011 to 2023 and has been with Nationwide Investment Services Corporation since 2025. 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 serves a large client base using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.
Val G
ChFC®, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Val Gonzalez is a financial advisor at Nationwide Investment Advisors, LLC with 20 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Nationwide Investment Advisors in 2021, he worked at Nationwide Securities, LLC from 2008 to 2021. Outside of his advisory role, Gonzalez serves as President of the Columbus chapter of Prospanica and holds leadership positions with Nationwide Children’s Hospital and Pelotonia. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants. The firm uses independent fiduciary experts to develop model portfolios and serves roughly 270,000 retail participant accounts, focusing on retirement-plan business through a family of affiliated financial companies.
Nancy C
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Nancy Chavez is a financial advisor at Nationwide Investment Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Nationwide Investment Services Corporation since 2013. Based in Columbus, OH, she works within a large enterprise firm specializing in retirement plan advisory services. 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 uses independent fiduciary experts to develop model portfolios and serves a large client base through both discretionary and non-discretionary services.
Jonathan F
Series 65, Series 63
Columbus, OH
Nationwide Investment Advisors, LLC
Jonathan Fry is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 credentials and nine years of industry experience. His work history includes multiple roles with Nationwide Investment Services Corporation and ADP-related entities. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner. The firm utilizes independent financial experts to develop model portfolios and serves a large number of clients with a scale-oriented, recordkeeper-driven model focused on retirement plan participants.
Traci B
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Traci Back is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with Nationwide Investment Services Corporation since 2014. 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 for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.
James K
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
James Keeler is a financial advisor with Nationwide Investment Advisors, LLC in Phoenix, AZ. He holds Series 63 and Series 65 designations and has 30 years of industry experience. He has been with Nationwide Investment Services Corporation since 1995. 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 uses independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.
Nikki C
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Nikki Cibelli is a Series 66 licensed financial advisor with 16 years of industry experience. She is currently with Nationwide Investment Advisors, LLC, where she has worked since 2021, following eight years at PNC Investments LLC. Outside of her advisory role, she is a retail consultant for Rodan + Fields and an individual seller on Etsy. 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 uses independent financial experts to develop model portfolios and serves a large number of clients via a scale-oriented, recordkeeper-driven model focused on retirement plan participants.
Mary C
Series 65, Series 63
Columbus, OH
Nationwide Investment Advisors, LLC
Mary Campbell is a financial advisor at Nationwide Investment Advisors, LLC with 22 years of industry experience. She holds the Series 65 and Series 63 designations and has worked at Nationwide Investment Services Corporation since 1994. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants through discretionary and non-discretionary programs such as 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.
Kevin E
Series 66
Columbus, OH
Voya financial Advisors, Inc.
Kevin Evans is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and 13 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he serves as Vice President of the St. Vincent DePaul nonprofit organization and is an Ad Hoc Board Member of the Clan Crawford Association. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led programs and combines an advisory platform with an active broker-dealer distribution model supported by an extensive affiliate ecosystem.
Sharon W
Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Sharon Wilson is a Series 65-licensed financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. She has 27 years of industry experience and has been with Nationwide Investment Services Corporation since 2002. Outside of her advisory role, she is active as a real estate agent in Florida and also sells cosmetics through Mary Kay. 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 serves a large number of retail participant accounts within a family of affiliated financial companies.
Ninoska C
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Ninoska Calzadilla is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked at Nationwide Investment Services Corp since 2013. 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 participant accounts within a family of affiliated financial companies.
Christopher B
CFP®, Series 65, Series 63
Columbus, OH
Nationwide Investment Advisors, LLC
Christopher Brie is a CFP® with seven years of experience in the financial services industry. He is currently with Nationwide Investment Advisors, LLC and previously worked at Tailored Management, The Blackwell Inn, and Campus Grinds. Outside of his advisory role, he is a co-owner of 227 Yachtclub Ltd in Columbus, OH. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, with approximately $16.7 billion in discretionary assets under management as of December 31, 2025. The firm uses independent financial experts to develop investment models and employs a scale-oriented, recordkeeper-driven approach focused exclusively on plan participants and sponsors.
Alirio R
Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Alirio Rumbos is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 65 designation and 19 years of industry experience. He has been with Nationwide Investment Services Corporation since 2008. Outside of his advisory role, he participates as a team rider for several companies, including Custom X, Sticky Bumps, and Zinka. 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 number of retail participant accounts within a family of affiliated financial companies.
Gary M
Series 63, Series 65
Columbus, OH
Corient
Gary Marcinick is a financial advisor at Corient in Columbus, OH, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Budros, Ruhlin & Roe and CIPW Service Company, LLC before joining Corient. Corient provides investment advisory and financial planning services to individual, high-net-worth, institutional, and charitable clients. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and continuous portfolio monitoring.
Blake P
CFP®, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Blake Price is a CFP® professional with seven years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. His prior roles include positions at Instrumental Wealth, LLC, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, and Pinnacle Trust. Outside of financial advising, he works as an independent contractor for Fathom Realty. 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.
Amanda J
Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Amanda Johnson is a financial advisor at Nationwide Investment Advisors, LLC with five years of industry experience. She holds a Series 65 credential and has worked at Nationwide Investment Services Corp and Nationwide Insurance since 2019. Outside of finance, she is involved as an artist with Shadowbox Live in Columbus, OH. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, offering both discretionary and non-discretionary services focused 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.
Gregory R
ChFC®, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Gregory Russell is a ChFC® and holds a Series 66 license with 11 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2016. Outside of his advisory role, he operates a loan packaging and business plan consulting service as a sole proprietor. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary ProAccount assets. The firm employs a scale-oriented, recordkeeper-driven model, relying on independent financial experts for portfolio construction and focusing on ERISA-covered plans.
Kristalin K
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Kristalin Kingsley is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Fidelity Investments and Mission Square Retirement, as well as operating an Etsy storefront specializing in crochet designs. Nationwide Investment Advisors, LLC primarily serves retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, managing approximately $16.7 billion in discretionary assets. The firm leverages independent financial experts to develop model portfolios and focuses on a large client base through a recordkeeper-driven, scale-oriented approach.
Samuel G
Columbus, OH
Guardian Life
Samuel Grooms is a financial advisor with Primerica Advisors based in Columbus, OH, holding 17 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017 and was previously with New York Life Insurance Company and NYLife Securities from 2008 to 2017. Outside of his advisory roles, he is involved with OVE Media LLC, dedicating time to this non-investment-related business. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services through proprietary and third-party investment programs, supporting a range of account types and investment strategies.
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.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide