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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.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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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.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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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.

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

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

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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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.

General retirement planning Retirement income strategy Business ownership considerations Self-Employed Founder/Business Owner Retired
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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.

General retirement planning Retirement income strategy Business ownership considerations Self-Employed Founder/Business Owner Retired
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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.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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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.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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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.

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

Retired Founder/Business Owner
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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.

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

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

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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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.

General retirement planning Retirement income strategy Business ownership considerations Self-Employed Founder/Business Owner Retired
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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.

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

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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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.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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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.

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

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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