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Seth F

CFP®, ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Seth Freeman is a CFP® and ChFC® with 11 years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. He has worked at Nationwide Investment Services Corporation and Pruco Securities LLC. Outside of his advisory work, he is also engaged as a driver for Uber and Lyft and is involved in sales with Total Connect Marketing. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in discretionary assets through programs like ProAccount. The firm uses outsourced portfolio construction and automated enrollment to serve a large client base focused on retirement plans.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Jakob Sweeney 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 worked at firms including LPL Financial, Merrill, Bank of America, and AXA Advisors. Outside of his advisory role, he is involved as a landlord with an Airbnb property. 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 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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Kai Chi Y

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Kai Chi Yang is a financial advisor at Nationwide Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Nationwide Investment Services Corp, The Huntington Investment Company, The Huntington National Bank, and PNC Bank. Yang has ownership interests in rental property ventures in Columbus, Ohio. Nationwide Investment Advisors provides advisory services mainly to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner, managing approximately $16.7 billion in ProAccount assets. The firm uses independent experts to develop model portfolios and serves a broad client base with a scale-oriented, recordkeeper-driven approach.

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

Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Michael Ross is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 65 credential and 25 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2002. Outside of his advisory work, he serves as a commercial coordinator for the Columbus Blue Jackets NHL team, managing TV and radio commercials during games. 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 serves a large retail participant base with a range of discretionary and non-discretionary services.

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

Dublin, OH

Principal Financial Services

Timothy Colvin is a financial advisor with Principal Financial Services in Dublin, Ohio, holding 38 years of industry experience. He has worked with Principal Securities since 2016 and with Principal Life Insurance Company since 1998. His other business activity includes serving as an insurance agent for fixed life, annuities, disability income, group, long-term care, and health insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Wendy S

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Wendy Shaw is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Nationwide Investment Services Corporation since 1999. Shaw serves as a board member for Turning Point, an organization supporting domestic violence services in Delaware and Marion Counties, Ohio. 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 emphasizes the use of 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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Jorge A

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Jorge Aldana Jr. is a financial advisor at Nationwide Investment Advisors, LLC with experience spanning several roles at Nationwide Investment Services Corporation and Principal-related entities since 2019. He holds the Series 63 and Series 65 designations. His background includes positions at Principal Advised Services, Principal Life Insurance Co, Principal Securities, Aerotek, and First Convenience Bank. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through various programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm employs a scale-oriented, recordkeeper-driven model serving over 250,000 clients with nearly 400 advisors and relies on independent experts for portfolio construction and investment lineups.

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

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Michael Burkhart is a Chartered Financial Consultant (ChFC®) with 30 years of experience in the financial services industry. He has been with Nationwide Investment Advisors, LLC since 2006 and has worked with Nationwide Investment Services Corporation and Nationwide Insurance Company since 1994. Based in Columbus, OH, he holds Series 63 and Series 65 licenses. 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 serves a large retail participant base through discretionary and non-discretionary services within a family of affiliated financial companies.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Eric Schoonover is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Nationwide Investment Services Corp since 2012. 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 serves 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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Kenneth B

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Kenneth Bart is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Principal Life Insurance, Voya Financial, The Prudential Insurance Company of America, and Transamerica Investors Securities Corporation. 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 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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Corey S

ChFC®, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Corey Spindler is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® and Series 66 designations with 11 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2016. Outside of his advisory role, he serves as a manager for Crabapple Island Fairview, LLC. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice for ERISA 401(k) plans 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 structure.

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

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Chad Wilhoite is a financial advisor at Nationwide Investment Advisors, LLC with 11 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Wilhoite previously worked at PNC Bank and PNC Investments before joining Nationwide Investment Services Inc. in 2019. 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 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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Brandon C

Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Brandon Casturo is a financial advisor at Nationwide Investment Advisors, LLC with four years of industry experience. He holds a Series 65 credential and has previously worked at Nationwide Investment Services Corp, Tailored Management, Kroger, and Colonial Life. Outside of advising, he is a self-published author, a self-employed artist, and works as an equipment operator. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice for ERISA 401(k) plans and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and manages a large number of retail participant accounts while operating within a family of affiliated financial companies.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Dustin Van Atta is a financial advisor at Nationwide Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Nationwide Investment Services Corporation since 2016. Based in Columbus, OH, he works within a large enterprise firm serving a broad client base. 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 independent financial experts to develop model portfolios and manages approximately $16.7 billion in ProAccount assets under discretionary management.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Samuel Ennen is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has been with Nationwide Investment Services Corporation since 2015 and has been affiliated with Nationwide since 2006. 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 employs 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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Kimberly H

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Kimberly Hynes is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses with four years of industry experience. Her work history includes roles at Nationwide Investment Services Corporation, Empower Advisory Group, The Prudential Insurance Company of America, New York Life Insurance Company, and Aflac. Nationwide Investment Advisors, LLC 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 discretionary ProAccount assets and operates a scale-oriented model focusing on ERISA-covered plans with features like directed enrollment and automated portfolio construction.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

William Gallagher is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials with seven years of industry experience. His work history includes roles at Nationwide Investment Services Inc, A&R Creative Group, Chipotle Mexican Grill, and The Ohio State University. 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 a large retail participant base through both discretionary and non-discretionary services.

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

CFP®

Columbus, OH

Corient

John Mchugh is a CFP® professional with 24 years of industry experience, currently serving at Corient since 2022. His prior experience includes 25 years at Budros, Ruhlin & Roe. He is a finance committee member for LifeCare Alliance and serves on the investment committee for the Upper Arlington Community Foundation. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a goals-based, team investment approach integrating in-house strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

Wealth management Private / alternative investments Tax-loss harvesting Active portfolio management
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Kimberly N

Columbus, OH

Janney Montgomery Scott

Kimberly Nelson is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. She has worked at Janney Montgomery Scott and its predecessor firms since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she has been involved with Younique Cosmetics since 2014. Janney Montgomery Scott 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, estates, and institutional clients, offering brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Brendan Morrison is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Nationwide Investment Services Corporation since 2009. 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 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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