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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 at Voya Financial Advisors, Inc. with 21 years of industry experience. He holds a Series 63 designation and has been affiliated with Voya since 2014. Outside of his advisory work, he is an author of short stories unrelated to investments and owns Duby Farms LLC. Voya Financial Advisors, Inc. serves individual, retirement plan, charitable, and corporate clients through financial planning, portfolio management, and brokerage services. The firm deploys a mix of model portfolios, affiliated strategies, and third-party managers, with most assets managed on a non-discretionary basis.

General retirement planning Retirement income strategy Business ownership considerations Self-Employed Founder/Business Owner Retired
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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 possessing 27 years of industry experience. He has also served on the Delaware City Council since 2017 and works as a poll worker for the Delaware County Board of Elections. Browning is a partner at Ascent Financial Partners and J3, LLC, which are involved in financial services and related business activities. Voya Financial Advisors serves individuals, employer-sponsored retirement plans, and charitable and corporate clients by providing financial planning, portfolio management, and brokerage and insurance product distribution. The firm combines investment adviser and broker-dealer services, offering access to model portfolios, affiliated strategies, and third-party money managers.

General retirement planning Retirement income strategy Business ownership considerations Self-Employed Founder/Business Owner Retired
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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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