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Venetia A
Series 63, Series 65
Columbus, OH
The huntington Investment company
Venetia Abulaban is a financial advisor with The Huntington Investment Company in Columbus, OH, holding Series 63 and Series 65 credentials and having 40 years of industry experience. She has been with The Huntington Investment Company since 1994. While she does not have direct business activities outside of advising, her spouse owns and operates several fast food franchises and rental property ventures. 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 portfolios.
Paul R
Series 63, Series 65
Columbus, OH
FIFTH THIRD SECURITIES, Inc.
Paul Riggert is a financial advisor with Fifth Third Securities, Inc. in Columbus, Ohio. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at Fifth Third Bank, Whole Foods Market, and Walmart. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account Platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, and is a wholly owned subsidiary of Fifth Third Bank.
Lareesa H
Series 63, Series 66
Columbus, OH
Janney Montgomery Scott
Lareesa Haynes is a financial advisor at Janney Montgomery Scott with 16 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates and Morgan Stanley. 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 brokerage services, financial planning, consulting, and advisory programs.
Robert E
CFP®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Robert Eviston is a CFP® professional with 30 years of experience in the financial industry. He has worked at Nationwide Investment Services Corporation and Nationwide Insurance Co since 1988. Outside of his advisory role, he serves as the executor of a family estate. He is affiliated with Nationwide Investment Advisors, LLC, an enterprise firm that provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants. 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.
Roger R
Series 63, Series 65
Dublin, OH
Ameritas Advisory Services, LLC
Roger Ruz is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior experience includes a decade at The Huntington Investment Company and more recent roles at Grove Point Advisors, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary advice through a range of discretionary and non-discretionary strategies.
Joseph F
CFP®, Series 66
Columbus, OH
Voya financial Advisors, Inc.
Joseph Frederick II is a CFP®-certified financial advisor with 27 years of industry experience, currently affiliated with Voya Financial Advisors, Inc. He has been with Voya since 2014 and is also co-owner of J3, LLC and a partner at Ascent Financial Partners. In addition to his advisory roles, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individual clients, retirement plans, and charitable and corporate entities, offering financial planning, portfolio management, and brokerage and insurance product distribution. The firm combines non-discretionary advisory services with commission-based brokerage activities and utilizes a mix of affiliated and third-party investment strategies.
Terry K
Series 63, Series 66
Columbus, OH
Voya financial Advisors, Inc.
Terry Kelley is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. Prior to joining Voya Financial Advisors in 2023, he worked at firms including Equitable Advisors, AXA Advisors LLC, Horace Mann Educators Corp, JP Morgan Securities, and others. He volunteers as an assistant girls varsity basketball coach in Pickerington, Ohio. Voya Financial Advisors serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients by offering financial planning, portfolio management, and brokerage and insurance products. The firm employs both advisory and broker-dealer activities, utilizing affiliated strategies and third-party managers, with a substantial portion of assets managed on a non-discretionary basis.
Anna M
Series 63, Series 66
Westerville, OH
Key Investment Services LLc
Anna Michaelson is a financial advisor at Key Investment Services LLC with 25 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Continental General Insurance, PNC Investments LLC, The Leaders Group, and Lincoln Financial. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers, rebalancing, reporting, and supervisory oversight.
Bethany D
Series 65, Series 63
Dublin, OH
Sanctuary Advisors, LLC
Bethany Demassimo is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. She holds Series 65 and Series 63 credentials and previously worked at Private Advisor Group and LPL Financial. Outside of her advisory role, she manages bookkeeping for De Massimo's, LLC, a business that produces and sells pasta and pizza sauces and imports extra virgin olive oil. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary solutions through a large network of independent representatives and operates as part of Sanctuary Wealth, managing approximately $34.9 billion in assets.
Syria C
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Syria Cribbs is a financial advisor at Nationwide Investment Advisors, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC and Wells Fargo Clearing Services LLC. 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 manages a large number of retail participant accounts within a family of affiliated financial companies.
Steven D
Series 63
Powell, OH
Principal Financial Services
Steven Devlin is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds a Series 63 designation and has worked with Principal Securities Inc. since 2016. Outside of his advisory work, Devlin is involved with Bishop Watterson High School as a JV basketball coach and serves as secretary on the Bishop Watterson Alumni Association board, where he helps with fundraising for scholarships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.
Guadalupe A
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Guadalupe Ayala is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been with Nationwide Investment Services Company since 2014. 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.
Brandon D
CFP®, Series 65
Columbus, OH
Corient
Brandon Dempsey is a CFP® with seven years of industry experience, currently serving as an advisor at Corient in Columbus, OH. His prior work includes roles at Budros, Ruhlin & Roe and Bank of America Merrill Lynch. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.
Robert H
Series 63, Series 65
Powell, OH
Stratos Wealth Partners, Ltd
Robert Hays is a financial advisor at Stratos Wealth Partners, Ltd with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America, N.A. for nine years. He is also a commissioned notary in the State of Ohio. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios.
Michael L
Series 66
Columbus, OH
Voya financial Advisors, Inc.
Michael Landolt is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and 27 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent selling fixed insurance products. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers adviser-led programs featuring model portfolios and manager-driven sleeves, combining an advisory platform with an active broker-dealer distribution model and a broad affiliate network.
David C
Series 63, Series 65
Columbus, OH
First Command Advisory Services
David Cortez is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work history includes positions at Wells Fargo Clearing, Edward Jones, and Branch Banking and Trust. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers, utilizing model portfolios and third-party managers selected from approved lists.
Renee C
Series 63, Series 65
Columbus, OH
Valic Financial Advisors
Renee Coil is a financial advisor with Valic Financial Advisors in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Valic Financial Advisors since 2012 and has also worked at Agia since 2022, where she is involved in the sale of non-securities insurance products. Valic Financial Advisors primarily 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, consulting, and brokerage services through its broker-dealer operations.
Timothy F
Series 66
Columbus, OH
The huntington Investment company
Timothy Ferree is a Series 66-licensed financial advisor at The Huntington Investment Company with seven years of industry experience. He has worked at various Huntington entities since 2015, including The Huntington National Bank and The Huntington Investment Company. 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 utilizes an open-architecture investment model combining third-party and proprietary strategies, offering multiple wrap-fee programs administered through the Envestnet MAS platform.
Deborah T
ChFC®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Deborah Turner is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 22 years of industry experience, including 20 years at Nationwide Investment Advisors and 22 years at Nationwide Investment Services Corporation. Outside of her advisory role, she is a co-owner of R & D Real Estate Properties and Services, LLC, based in Charlotte, NC. 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.
Joel H
CFP®, Series 63
Powell, OH
Focus Partners Wealth, LLC
Joel Hunter is a CFP® with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC, Kovitz Securities, LLC, and Trinity Financial Advisors, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a range of fiduciary, tax, and business management services.
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