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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 worked at Nationwide Investment Services Corporation since 1999. Outside of his advisory role, he is a partner in Midwest Thunder Midgets LLC. Nationwide Investment Advisors serves retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance, managing approximately $16.7 billion in ProAccount assets. The firm focuses on scalable, recordkeeper-driven solutions and utilizes independent experts for portfolio construction under various fiduciary arrangements.

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

Series 66

Lewis Center, OH

Guardian Life

Pamela Samsey is a financial advisor at Guardian Life with 23 years of industry experience and holds a Series 66 designation. Her career includes positions at Park Avenue Securities, JPMorgan Chase Bank, J.P. Morgan Securities, RW Baird, and LPL Financial. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage services, financial planning, and retirement consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory solutions, including proprietary and third-party model portfolios, along with a hybrid digital advisory platform.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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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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Danny M

Series 66

Columbus, OH

The huntington Investment company

Danny Mizer Jr. is a financial advisor at The Huntington Investment Company with 10 years of industry experience. He holds a Series 66 designation and has worked at Huntington National Bank and The Huntington Investment Company since 2010. 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 offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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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.

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

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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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.

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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Jason D

Series 63

Columbus, OH

VOYA Financial Advisors, Inc.

Jason Dubeansky is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 21 years of experience in the industry. He has been with VOYA since 2014 and is also associated with The Verdi Group since 2006. Outside of his advisory work, he is an author of short stories and coordinates art, publishing, and distribution. VOYA Financial Advisors, Inc. serves a broad client base including individuals, institutions, and retirement plan sponsors. The firm offers comprehensive financial planning and portfolio management through various program structures, predominantly providing non-discretionary recommendations.

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

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

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Tristan P

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Tristan Petrauskas is a financial advisor at Nationwide Investment Advisors, LLC with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Nationwide Financial, BMO Investment Services, LPL Financial, and First Midwest Bank. 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 with a scale-oriented, recordkeeper-driven model.

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