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Brent M
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Brent Music is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at JPMorgan Chase Bank and JPMorgan Securities LLC from 2013 to 2017. Outside of finance, he serves as Secretary for Archer Music Enterprises, a position he has held since 2010. 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 through discretionary and non-discretionary services within a family of affiliated financial companies.
Kyle W
Series 63, Series 65
Columbus, OH
FIFTH THIRD SECURITIES, Inc.
Kyle Widmer is a financial advisor at Fifth Third Securities, Inc. based in Columbus, OH, holding Series 63 and Series 65 credentials with three years of industry experience. His professional background includes roles at Fifth Third Bank, Chipotle, the Ohio State Alumni Association, and the Ohio State University. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, combining third-party portfolio management with advisor-directed strategies.
Maureen K
Series 63, Series 65
Columbus, OH
Empower Advisory Group
Maureen Kay is a financial advisor at Empower Advisory Group with 26 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Empower Advisory Group, Maureen worked for 12 years at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.
Christopher H
ChFC®, Series 63, Series 65
Columbus, OH
VOYA Financial Advisors, Inc.
Christopher Hogan is a financial advisor at Voya Financial Advisors, Inc. with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His career includes roles at several firms such as Equitable Advisors, Valic Financial Advisors, and Principal Financial Services. Hogan is also an author of an ebook titled "Using LinkedIn To Grow Your Financial Services Practice" and serves on local homeowners and condo association boards. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, retirement plans, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, portfolio management, and retirement advisory services through a broad network of investment adviser representatives and combines in-house and external strategies with technology-enabled tools to implement investment recommendations.
Michael F
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Michael Ferguson is a financial advisor at Nationwide Investment Advisors, LLC based in Columbus, OH, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Nationwide Investment Services Corporation since 2007. Outside of his advisory role, Ferguson is involved in several non-investment activities, including serving as president of Crows Nest Management Inc., co-owning Fidalgo Island Excursions LLC which offers boat tours and charters, operating a bed and breakfast under Similk Enterprises LLC, and serving as an ordained minister. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in assets under its main discretionary offering, ProAccount. The firm utilizes independent financial experts to develop model portfolios and focuses on a scale-oriented, recordkeeper-driven approach serving over 250,000 clients.
William C
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
William Curtis is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 registrations with 26 years of industry experience. He has worked with Nationwide Investment Services Corp. since 2000 and Nationwide Investment Advisors, LLC since 2006. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, utilizing a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment. The firm manages approximately $16.7 billion in ProAccount assets under discretionary management and serves over 250,000 clients through nearly 400 advisors.
Kevin R
Series 63, Series 65
Columbus, OH
FIFTH THIRD SECURITIES, Inc.
Kevin Richard is a financial advisor at Fifth Third Securities, Inc. in Columbus, Ohio, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2018, also working concurrently at Fifth Third Bank since 2015. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party managers, strategist portfolios, and IAR-managed sleeves, with features such as direct indexing and tax-overlay services.
M W
Series 63, Series 65
Powell, OH
Stratos Wealth Partners, Ltd
M Will is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Stratos Wealth Partners and LPL Financial in 2011, he worked at Wells Fargo Clearing for 11 years. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and about $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through a model that emphasizes independent adviser representatives delivering customized portfolio management and financial planning within an open-architecture platform.
Mark G
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Mark Grise is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2016. Outside of his advisory role, he serves as a board member for the Central Ohio Mountain Bike Organization in Westerville, Ohio. 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 manages approximately $16.7 billion in ProAccount assets under discretionary management and serves a large client base through a scale-oriented, recordkeeper-driven model with outsourced portfolio construction.
David R
Series 66
Columbus, OH
VOYA Financial Advisors, Inc.
David Rankin is a financial advisor at VOYA Financial Advisors, Inc. in Columbus, Ohio, with 24 years of industry experience. He holds a Series 66 designation and has been with VOYA Financial Advisors since 2014, having previously worked at Voya Financial Partners, LLC and Valic Financial Advisors. In addition to his advisory role, Rankin is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services to a diverse client base including individuals, pension plans, and charitable organizations. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment management solutions.
Brett S
Series 65
Westerville, OH
AE Wealth Management, LLC
Brett Stahl is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at Peak Retirement Planning, Inc. Outside of his advisory role, Brett owns and operates Fitness Life, LLC, a yoga studio in Dublin, Ohio. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a variety of services through a platform-centered approach that includes model portfolio solutions, discretionary asset management, and financial planning.
Jamaal H
CFP®
Columbus, OH
Corient
Jamaal Henry is a CFP® with five years of industry experience, currently serving at Corient. His prior roles include positions at Budros, Ruhlin & Roe, Park Avenue Securities, and Guardian Life Insurance Company. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools to align portfolios with client objectives.
Doris B
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Doris Brito is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 registrations, and has nine years of industry experience. She has worked at Nationwide Investment Services Corp since 2017 and had prior roles at Nationwide and Finish Line. Outside of her advisory work, she holds a part-time position with Lover Boards LLC and has worked as a shopper for Instacart. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing programs like ProAccount that include approximately $16.7 billion in assets under discretionary management. The firm focuses on a scale-oriented model serving over 250,000 clients with roughly 398 advisors, relying on independent experts for portfolio construction and automated participant enrollment.
Matthew M
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Matthew Murphy III is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior work includes roles at INVEST Financial Corp and Tailored Management Contractors. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through a variety of programs, relying on independent financial experts to develop model portfolios that the firm implements under discretionary or non-discretionary arrangements.
Darren L
Series 63, Series 65, Series 66
Westerville, OH
Foundations Investment Advisors LLC
Darren Lundy is a financial advisor with Foundations Investment Advisors LLC, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. He has worked at Foundations since 2018 and is also the owner of Money Consciousness, where he provides insurance and annuity products. Prior to joining Foundations, he worked at Aptus Marketing. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and sub-advisory arrangements through a broad network of affiliated offices.
Mykell K
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Mykell Kincaid is a financial advisor at Nationwide Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Nationwide Investment Services Corporation since 2009. In addition to his financial career, Kincaid has been involved with Mary Kay since 2007. 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 client base through both discretionary and non-discretionary services within a family of affiliated financial companies.
Robert H
CFA®
Columbus, OH
MAI Capital Management, LLC
Robert Hoffman is a CFA® charterholder with 21 years of industry experience. He has worked at MAI Capital Management, LLC since 2025 and previously spent 20 years at JW Coons Advisors, LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies across multiple asset classes, integrating financial planning and other services into many client relationships.
Kathleen F
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Kathleen Findeisen is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. Her work history includes positions at Icma Rc and Gwfs Equities, Inc. She is based in Columbus, Ohio. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants, utilizing programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm manages approximately $16.7 billion in ProAccount assets and employs a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.
Christina L
CFP®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Christina Lessard is a Certified Financial Planner (CFP®) with 18 years of industry experience. She has worked at Nationwide Investment Services Corp since 2018 and previously spent 11 years at The Vanguard Group, Inc. She is based in Columbus, Ohio and holds Series 63 and Series 65 licenses. Nationwide Investment Advisors, LLC 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 engages independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.
Cian N
Series 63, Series 65
Gahanna, OH
FIFTH THIRD SECURITIES, Inc.
Cian Nielsen Mayer is a financial advisor at Fifth Third Securities, Inc. with Series 63 and Series 65 credentials and two years of industry experience. He has been with Fifth Third Securities since 2023 and has held roles at Fifth Third Bank since 2015. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both investment advisory and brokerage services. The firm offers a range of investment programs via the Passageway Managed Account Program, using multiple portfolio managers and strategies tailored to client risk profiles.
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3,443 advisors near
43231
within the area shown on the map
Out of 400,000+ nationwide