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Oleg P

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Oleg Prozapas is a financial advisor at Nationwide Investment Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 credentials. His work history includes roles at Nationwide Investment Services Corporation, Randstad, Primerica Advisors, and Primerica Financial Services. 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 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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Andrew D

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Andrew Diano is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Since 2014, he has been associated with 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) 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.

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

Series 63, Series 65

Columbus, OH

Janney Montgomery Scott

Jeramy May is a financial advisor with Janney Montgomery Scott in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Janney in 2018, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2009 to 2018. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage services, financial planning, and advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Nicholas R

Series 63, Series 65

Grandview Heights, OH

Transamerica Financial Advisors

Nicholas Roddy is a financial advisor at Transamerica Financial Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and Brenamen Insurance and Financial Services. He is also involved in the sales of insurance and annuity products through firms affiliated with Transamerica. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with a mix of proprietary and third-party model portfolios.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Benjamin K

Series 66

Columbus, OH

Key Investment Services LLC

Benjamin Kuhn is a financial advisor with Key Investment Services LLC in Columbus, OH, holding a Series 66 designation and two years of industry experience. He has held roles at KeyBank NA, Huntington Bank, and Chase Bank since 2012. 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 through a network of financial professionals. The firm offers multiple wrap programs and employs a multi-provider model combining platform services, strategist portfolios, and manager oversight, with integration across KeyCorp affiliates for 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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Isaac M

Series 63

Worthington, OH

Ameritas Advisory Services, LLC

Isaac Meyers is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 10 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also associated with Central Ohio Financial Management Group and Ameritas Life Insurance Corp since 2017. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and consulting services and utilizes multiple program platforms that incorporate model portfolios, mutual funds, ETFs, and individual securities.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Amber P

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Amber Peters is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at Nationwide Investment Services Corporation since 2007 and is involved in multiple business activities, including managing The Riverside Theater Bar in Milwaukee. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, with a focus 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 through a network of 335 advisors.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Patrick Walsh is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses with three years of industry experience. He has worked at Nationwide Investment Services Corporation since 2023 and has prior experience in real estate and property management through roles at JC Penny Realty and American Homes Rental & Management. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in assets under its ProAccount program. The firm employs a scale-oriented, recordkeeper-driven model focused on retirement plans, utilizing independent financial experts for portfolio construction and offering both discretionary and non-discretionary advisory services.

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

Series 63, Series 66

Hilliard, OH

Key Investment Services LLC

Carol Schuler is a financial advisor at Key Investment Services LLC with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at KeyBank and its affiliated entities since 2009. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model combining platform services from Envestnet with portfolio design from the Key Wealth Chief Investment Office and third-party managers.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Kevin Seimet is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Nationwide Investment Services Corporation and Nationwide Insurance Company since 1991. 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 employs a scale-oriented, recordkeeper-driven model serving over 250,000 clients, relying on independent financial experts for portfolio development and emphasizing automated enrollment and fiduciary oversight for ERISA-covered plans.

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

CFP®, Series 65

Columbus, OH

Mariner

Devon Henry is a CFP® and Series 65-registered advisor with Mariner in Columbus, OH. He has seven years of experience in the financial industry, including roles at Fifth Third Bank and First Commonwealth Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, with an emphasis on discretionary, customized portfolios supported by a robust investment team and integrated tax and accounting capabilities.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Matthew R

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Matthew Roberson is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Nationwide Investment Services Corp since 2018, following four years at Nationwide Securities, LLC. Outside of his advisory role, he serves as an independent contractor for Ring Limited. 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 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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Hannah M

Series 63, Series 66

Columbus, OH

Empower Advisory Group

Hannah Mc Kinley is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and two years of industry experience. She has previously held positions at J.P. Morgan Chase & Company and Tampa Financial Group. Outside of her advisory role, she serves as Assistant Treasurer for the Church of the Living God International Inc., a 501(c)(3) organization. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integration with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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James B

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

James Beck is a financial advisor at Nationwide Investment Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Nationwide Investment Services Corporation since 2016, following prior experience at Summit Investment Management, Ltd. Beck is the owner of Antigua Way Partners, LLC, a non-investment business based in Naples, Florida. Nationwide Investment Advisors, LLC serves primarily retirement plan sponsors and participants through advisory programs such as ProAccount and My Investment Planner. The firm employs a scale-oriented, recordkeeper-driven model with over 250,000 clients and relies on independent financial experts to develop model portfolios.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Joseph Rossi is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Transamerica, and several other firms spanning from 2002 to 2023. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm utilizes independent financial experts to develop model portfolios and manages approximately $16.7 billion in ProAccount assets under discretionary management as of December 31, 2025.

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

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Gregory Sperber is a financial advisor at Nationwide Investment Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Nationwide Investment Services Corporation, NYLIFE Securities LLC, New York Life Insurance Co, and Thrivent Financial for Lutherans. 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 serves an extensive client base with a scale-oriented, recordkeeper-driven model, focusing on ERISA-covered plans and relying on independent experts for portfolio construction.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Laura Leigh B

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Laura Leigh Brewster is a Series 66 licensed financial advisor with seven years of industry experience. She is currently with Nationwide Investment Advisors, LLC and previously worked at Raymond James & Associates, Morgan Stanley Private Bank, Morgan Stanley, and Edward Jones. Outside of advisory work, she has held roles in restaurant events and administration at a CPA firm. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, which had approximately $16.7 billion in discretionary assets under management as of year-end 2025. The firm uses a scale-oriented, recordkeeper-driven model focused on ERISA-covered plans and relies on independent experts for portfolio construction.

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

Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Kimberly Sparks is a financial advisor at Nationwide Investment Advisors, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Nationwide Investment Services Corp since 2019. Her prior experience includes roles at VOYA Financial Advisors and KDS Financial Corp. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice focused on ERISA 401(k) and public 403(b)/457(b) plans. The firm collaborates with independent fiduciary experts to develop model portfolios and provides 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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Maybell D

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Maybell Dy Fister is a ChFC® credentialed financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. She has 10 years of industry experience and has worked with Nationwide Securities, LLC and Nationwide Financial Network since 2015. Outside of her advisory role, she is involved as a partner in several theatrical ventures, including a Broadway musical investment club and other production companies. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance. The firm manages approximately $16.7 billion in ProAccount assets and utilizes independent financial experts to develop model portfolios, operating on a scale-oriented, recordkeeper-driven platform focused on plan participants and sponsors.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Jeffrey Francis is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2004. Outside of his advisory role, he serves as Board Chair and a member of the Zoning Board of Appeals for the Village of Penn Yan, NY. 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 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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