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Lynette J

Series 63, Series 66

Columbus, OH

Valic Financial Advisors

Lynette Justice is a financial advisor with Valic Financial Advisors in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. Her prior experience includes roles at Edward Jones and The Huntington Investment Company. She is also appointed as an agent to sell non-securities insurance products for AGIA. 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, offering managed-account programs, financial planning, and brokerage services.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Ella S

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Ella Smith is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and 20 years of industry experience. Her prior roles include positions at Nationwide Investment Services Corporation, Bolton Investment, Lincoln Financial Advisors Corporation, John Hancock, and GWFS Equities, Inc. 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 a scale-oriented, recordkeeper-driven model serving over 250,000 clients, focusing on outsourced portfolio construction and automated enrollment.

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

CFP®, ChFC®, Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Brian Miller is a CFP® and ChFC® with 26 years of industry experience. He has been with Nationwide Investment Advisors, LLC since 2006 and has worked at Nationwide Investment Services Corporation since 2003. Based in Columbus, OH, Miller holds Series 63 and Series 66 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 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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Martha O

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Martha Ocampo is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 designations and bringing 10 years of industry experience. She has worked with Nationwide Investment Services Corp since 2018 and previously held roles at JP Morgan Securities LLC, JPMorgan Chase Bank, and Nationwide Life Insurance Company. Outside of financial advising, she is a yoga and fitness instructor at CorePower Yoga in Encinitas, CA. 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 utilizes third-party financial experts to develop model portfolios and investment lineups, serving over 250,000 clients with a scale-oriented approach focused on plan participants and sponsors.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Daniel D

CFP®, Series 63

Columbus, OH

Corient

Daniel Due is a CFP® with 23 years of industry experience. He is currently with Corient, where he has worked since 2022, following a long tenure at Budros, Ruhlin & Roe from 1999 to 2023. He holds a Series 63 license and is based in Columbus, OH. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized affiliate services such as family office and trustee offerings.

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

CFP®, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Savannah Bellamy is a CFP® with 11 years of industry experience currently with Nationwide Investment Advisors, LLC. Her prior experience includes roles at UBS Financial Services and Nationwide Investment Services Corp. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants through programs like ProAccount and Smart Alliance, managing approximately $16.7 billion in ProAccount assets. The firm serves a large client base through a scale-oriented, recordkeeper-driven model that relies on independent financial experts for portfolio construction and automated enrollment features.

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

Series 66

Westerville, OH

Private Advisor Group, LLC

Garin Rydalch is a financial advisor at Private Advisor Group, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Lincoln Investment, Shore Morgan Young, and Switchback Global Capital. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing diverse investment strategies and supporting held-away account management through multiple custodians.

Retired Founder/Business Owner
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Roberta E

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Roberta Eckert is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 63 and Series 66 licenses and has 37 years of industry experience. Since 2013, she 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, including ERISA 401(k) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and serves approximately 270,000 retail participant accounts through a large advisory team, operating within a family of affiliated financial companies that provide custody and recordkeeping services.

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

CFP®, Series 63

Columbus, OH

VOYA Financial Advisors, Inc.

Michael Slyby is a CFP® professional with 25 years of industry experience, currently affiliated with Voya Financial Advisors, Inc. in Columbus, OH. His prior roles include positions at LPL Financial, Park Avenue Securities, Guardian Life Insurance Company, and Transamerica Financial Advisors. Outside of his advisory work, he serves as a trustee, elder, deacon, and committee member at University Baptist Church. Voya Financial Advisors serves a diverse client base that includes individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services including financial planning, portfolio management, and plan-sponsor consulting, primarily delivering non-discretionary investment advice through multiple program structures.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Angela F

Series 66

Columbus, OH

Guardian Life

Angela Foxx is a Series 66-licensed financial advisor with 13 years of industry experience, currently serving clients at Primerica Advisors in Columbus, Ohio since 2015. She previously worked with Guardian Life Insurance Company during the same period. Outside of her advisory role, Foxx is the founder and executive director of Actions 4 Change, an organization focused on addressing home insecurity and drug addiction, and she also manages Foxx Flavors, LLC, a retail business specializing in sauces and batters. Primerica Advisors is part of Park Avenue Securities LLC, which serves a wide range of retail clients including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms, and provides comprehensive financial planning and consulting solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Christopher W

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Christopher Whitlock is a financial advisor at Nationwide Investment Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Nationwide Investment Services Corporation since 2007. Outside of his advisory role, he owns a rental property business in Mexico Beach, Florida. 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 utilizes independent fiduciary experts to develop model portfolios and manages 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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Erxis C

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Erxis Cardoza is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked with Nationwide Investment Services Corporation since 2015. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing substantial assets through programs like ProAccount. The firm supports a large client base with a scale-oriented, recordkeeper-driven model and relies on independent financial experts for portfolio development.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Emanuel Mahand is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include extensive tenure at Nationwide Investment Services Corporation and positions at The Prudential Insurance Company of America and Pruco Securities LLC. In addition to his advisory work, he serves as an Army officer in the Army Reserves and owns Butler Gardens LLC, a wedding services and music venue business. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants. The firm emphasizes fiduciary oversight through third-party experts and manages a large volume 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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Erwin S

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Erwin Staples is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at Voya Financial Advisors before joining Nationwide Investment Services Corporation in 2018. Nationwide Investment Advisors, LLC specializes in providing investment advisory services to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount discretionary assets as of year-end 2025. The firm employs a scale-oriented, recordkeeper-driven model, serving over 250,000 clients through nearly 400 advisors, focusing on plan participants and sponsors with outsourced portfolio construction and automated enrollment features.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Robert Q

ChFC®, Series 65, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Robert Quirin is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation along with Series 65 and Series 66 licenses. He has 27 years of industry experience, including 20 years with Nationwide Investment Advisors and 26 years 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) 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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Douglas L

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Douglas Larason is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Nationwide Investment Services Corporation since 2014. Outside of his advisory role, he manages a rental property in Columbus, Ohio. 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 as an ERISA fiduciary in certain contexts, managing 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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Todd R

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Todd Richhart is a financial advisor at Voya Financial Advisors, Inc. with 18 years of industry experience. He holds the Series 66 designation and has worked at Voya since 2019. Prior to that, he was with VALIC Financial Advisors and has also operated as an independent insurance agent, focusing on the sale of fixed insurance products. Voya Financial Advisors serves a diverse client base including individual and institutional investors, providing financial planning, portfolio management, and retirement plan consulting through multiple program structures. The firm offers a blend of discretionary and predominantly non-discretionary advisory services and operates both as an SEC-registered investment adviser and a broker-dealer.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Hunter J

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Hunter Jungenberg is a financial advisor at Nationwide Investment Advisors, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Nationwide Investment Services Corporation and Tailored Management, as well as experience outside the financial industry. 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 both discretionary and non-discretionary services.

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

Series 63, Series 66

Worthington, OH

FIFTH THIRD SECURITIES, Inc.

Charles Huff Jr. is a financial advisor with Fifth Third Securities, Inc. in Hilliard, Ohio, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at Fifth Third Securities since 2004. Outside of his advisory role, he is also an owner and landlord of rental properties in Columbus, Ohio. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including advisor-directed models and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration and corporate affiliation.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Travis Cross is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His career includes roles at Nationwide Investment Services Corporation, Pruco Securities, LLC, Prudential Insurance Company of America, OneAmerica Securities, American United Life, NYLife Securities, LLC, and New York Life Insurance Company. 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 engages 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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