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Andrew W

Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Andrew Ward is a financial advisor at Nationwide Investment Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Nationwide Investment Services Corp since 2018. Outside of his advisory role, he serves as president of the Old Trinity Evangelical Lutheran Church in Columbus, OH. 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 manages a large number of retail participant accounts through its affiliation with Nationwide Trust Company and Nationwide Life Insurance Company.

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

Series 63, Series 66

Columbus, OH

Key Investment Services LLC

Michael Scheiwe is a financial advisor at Key Investment Services LLC in Columbus, OH, holding Series 63 and Series 66 licenses with eight years of industry experience. His previous roles include four years at J.P. Morgan Securities LLC and a brief tenure at KFORCE. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers model-based advisory products through a multi-provider platform and integrates with KeyCorp affiliates to provide additional financial services.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Doctor or Medical Professional Founder/Business Owner Retired Values-based investing
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Jody H

Series 66

Powell, OH

Independent Financial Partners

Jody Henley is a financial advisor with Independent Financial Partners, holding a Series 66 credential and bringing 11 years of industry experience. He has worked at firms including LPL Financial and AXA Advisors. Henley is also the COO and Director of Client Experience & Digital Outreach at Advanced Strategies Group, LLC in Powell, Ohio. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and offers both discretionary and non-discretionary management, with a notable focus on retirement-plan advisory and pension consulting services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Nicholas D

CFP®, Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Nicholas Disalle is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at VOYA Financial Advisors, Inc. since 2014. He previously worked at Voya Financial Partners, LLC from 2002 to 2011. In addition to his advisory role, he is an independent insurance agent. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, and corporate clients. The firm employs a combination of model portfolios, outside strategists, and technology-enabled tools to support client relationships, operating as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Christopher C

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Christopher Coles is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including 13 years at Nationwide Securities Inc. He also serves as an adjunct instructor at The American College in Columbus, Ohio. Nationwide Investment Advisors primarily provides investment advisory services to retirement plan sponsors and participants through programs such as ProAccount, with approximately $16.7 billion in assets under discretionary management. The firm focuses on a scale-oriented, recordkeeper-driven model serving over 250,000 clients with automated enrollment and outsourced portfolio construction.

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

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

John Barth is a financial advisor at Nationwide Investment Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments and Edward Jones. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner, utilizing a scale-oriented, recordkeeper-driven model with discretionary portfolio management.

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

Series 63, Series 65

Columbus, OH

Valic Financial Advisors

Brian Mickelson is a financial advisor at Valic Financial Advisors with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Valic and Agia in 2022, he worked at W & S Brokerage and Western & Southern Life from 2021 to 2022 and spent over two decades at Stone Fence of Ohio. Outside of his advisory work, he holds a non-securities insurance agent position with Agia. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Louis M

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Louis Moreno is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 46 years of industry experience, having worked at Nationwide Investment Services Corporation since 1980. 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 team of 335 advisors.

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

Series 63

Powell, OH

Kestra Advisory

Robert Hassmann is a financial advisor with Kestra Advisory in Powell, Ohio, holding a Series 63 credential and bringing 31 years of industry experience. He has been with Kestra Advisory and its affiliated entities since 2016. Outside of his advisory work, Hassmann also works as a driver for a ridesharing service. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, serving clients that include large institutional investors and sovereign wealth funds.

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

Series 63, Series 65

Columbus, OH

Guardian Life

Todd Statczar is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life. Outside of advising, he assists with financial responsibilities for a commercial cleaning and catering business owned by his spouse. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led management with model-based strategies and provides varied financial planning, consulting, and access to proprietary and third-party investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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David C

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

David Castina is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Nationwide Investment Services Corporation and Nationwide Insurance Co. since 1991. Outside of his advisory role, he serves as a board member of the Hillingham Home Owners Association in Chadds Ford, PA. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice for ERISA 401(k) 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 within a large enterprise operating alongside affiliated financial companies.

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

Series 65, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

James Brattensborg is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, Ohio. He holds Series 65 and Series 66 licenses and has 14 years of industry experience. His prior work includes roles at Prudential Customer Solutions, The Prudential Insurance Company of America, Pruco Securities, and Morgan Stanley. 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 manages 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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Candace D

CFP®, Series 63, Series 65

Hilliard, OH

&PARTNERS

Candace Deluca is a CFP® with 29 years of experience in the financial services industry. She is currently with \u0026PARTNERS, where she has worked since 2025. Her prior experience includes roles at Stratos Wealth Partners, LPL Financial, and Wells Fargo Advisors. Deluca serves as president-elect and pro-bono director on the board of the Financial Planning Association of Central Ohio, coordinating volunteer efforts for the organization. \u0026PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a variety of proprietary and third-party strategies, with an emphasis on ongoing monitoring and account reviews.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Jeremy W

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Jeremy Williams is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds a Series 66 designation and has 18 years of industry experience, including eight years at Nationwide Securities, LLC. Outside of his advisory role, he serves as a trustee for the Eagles organization in Corning, OH. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets through offerings such as ProAccount. The firm operates a scale-oriented, recordkeeper-driven model focused on plan participants and sponsors, utilizing independent financial experts for portfolio construction and automated enrollment features.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Christian Bryant is a financial advisor at Nationwide Investment Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Bank, Wells Fargo Clearing, Wipfli Financial Advisors, Creative Planning, and Nationwide Insurance Services Corporation. Nationwide Investment Advisors, LLC specializes in providing investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, which had approximately $16.7 billion in discretionary assets under management as of December 31, 2025. The firm uses a scale-oriented, recordkeeper-driven model supported by independent financial experts to develop portfolios and focuses exclusively on plan sponsors and participants.

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

Series 66

Columbus, OH

Integrity Alliance, LLC

Shawn Swanson is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 30 years of industry experience. He has been affiliated with Brokers International Financial Services since 2015. Swanson is also president and CEO of Swanson Financial Group, a financial services firm. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm provides continuous asset management, financial planning, and consulting through a network of independent advisers using various portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
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Tashikko Jabril H

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Tashikko Jabril Heningburg is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and three years of industry experience. He has worked with firms including Nationwide Investment Services Corporation and Ally Financial. Outside of finance, he represents fragrance brands as a fragrance representative for Interparfums Luxury Brands. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, managing over $16.7 billion in ProAccount assets. The firm utilizes independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven model.

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

Series 63, Series 65

Columbus, OH

First Command Advisory Services

Davon Calloway is a financial advisor with First Command Advisory Services in Columbus, OH, holding Series 63 and Series 65 licenses and having two years of industry experience. His background includes roles at multiple First Command entities along with prior work at Uber and several financial service firms. Outside of advisory work, he owns and operates Guiding Generations LLC as an independent contractor. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs using model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Gary G

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Gary Green is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 designations and has recently begun his career in the financial industry. Prior to joining Nationwide, he held positions at Catalent Pharma Solutions, Beam Suntory, and other companies. 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 employs a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment, managing approximately $16.7 billion in ProAccount assets under discretionary management as of the end of 2025.

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

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Sharyn Garner is a financial advisor at Nationwide Investment Advisors, LLC with 16 years of industry experience. She holds the Series 66 designation and has been with Nationwide Investment Services Corporation since 2016. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance. The firm employs a scale-oriented, recordkeeper-driven model and serves over 250,000 clients with approximately 398 advisors, focusing exclusively on retirement plan clients.

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