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3,285 advisors near
43219
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Out of 400,000+ nationwide
Tina H
Series 63
Columbus, OH
VOYA Financial Advisors, Inc.
Tina Hohl is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and bringing 34 years of industry experience. She has been with VOYA Financial Advisors since 2014. Outside of her advisory role, she volunteers with Junior Achievements of OKI Partners, teaching elementary students the basics of money, spending, and saving. VOYA Financial Advisors, Inc. is an enterprise-scale firm that serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm provides financial planning, portfolio management, and retirement advisory services using a combination of in-house and third-party strategies, with offerings delivered through a large network of representatives.
Jacob B
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Jacob Barrera is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Merrill Lynch, Bank of America, Voya Financial Advisors, and GWFS Equities. He is also an independent insurance agent involved in the sales of fixed insurance products. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, managing approximately $16.7 billion in ProAccount assets. The firm uses independent financial experts to develop model portfolios and focuses on a scale-oriented, recordkeeper-driven approach serving a large client base of plan participants and sponsors.
Geno F
ChFC®, Series 66, Series 63
Columbus, OH
Guardian Life
Geno Frissora is a financial advisor at Guardian Life with 12 years of industry experience. He holds the ChFC® designation as well as Series 66 and Series 63 licenses. His prior experience includes over a decade with Nationwide Investment Services Corporation before joining Guardian Life and Park Avenue Securities. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of advisory solutions combining advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.
Constance S
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Constance Shaw is a financial advisor at Nationwide Investment Advisors, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at ADP Broker Dealer, Inc. and ADP Inc. from 2007 to 2018. Since 2019, she has been with Nationwide Investment Services Inc. 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 serves a large retail participant base within a family of affiliated financial companies.
Martin R
Series 63, Series 65
Columbus, OH
Valic Financial Advisors
Martin Roesch is a financial advisor with Valic Financial Advisors in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Valic Financial Advisors since 1996 and also works with Agia. Outside of his advisory role, he serves as a volunteer board member (trustee) for Wolves, Inc., overseeing clubs at Worthington Kilbourne High School. 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, and brokerage services, utilizing Envestnet UMA models with integrated tax and ESG overlay options.
Richard S
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Richard Stahl is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Nationwide Investment Services Corp since 2017 and previously spent a year with Nationwide. Outside of his advisory role, he serves as a referee for the Ohio High School Athletic Association. 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 utilizes independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven approach focused on plan participants and sponsors.
Gordon B
Series 63, Series 65
Columbus, OH
Guardian Life
Gordon Brookhart is a financial advisor with Guardian Life in Columbus, OH, holding Series 63 and Series 65 designations and 44 years of industry experience. He has worked at Guardian Life since 2015 and previously held roles at New England Securities and Fidelity. Outside of his advisory work, he is involved in harness racing and holds a license to drive racehorses. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, offering a range of brokerage and investment advisory services. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party solutions tailored to client needs.
Mark O
Series 65
Columbus, OH
Stratos Wealth Partners, Ltd
Mark Obrock is a financial advisor at Stratos Wealth Partners, Ltd with eight years of industry experience. He holds a Series 65 designation and has previously worked at Hamilton Capital Management, Inc. Outside of his primary role, he serves as an Assistant Portfolio Manager at Parkview Partners Capital Management in Columbus, OH. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.
Christopher A
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Christopher Adams is a financial advisor at Nationwide Investment Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Nationwide Investment Services Corporation, Nationwide Insurance, Allstate Insurance Company, The Prudential Insurance Company of America, and Pruco Securities, LLC. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including 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.
Darren L
Series 66, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Darren Lopes is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, with 23 years of industry experience. He holds Series 66, 63, and 65 designations. Before joining Nationwide Investment Services Corporation in 2025, he worked at TIAA and TIAA-CREF from 2011 to 2023. Nationwide Investment Advisors, LLC primarily serves retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance, managing approximately $16.7 billion in discretionary assets. The firm operates a scale-oriented, recordkeeper-driven model that relies on independent financial experts to develop portfolios and focuses exclusively on plan participants and sponsors.
Val G
ChFC®, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Val Gonzalez is a financial advisor at Nationwide Investment Advisors, LLC with 20 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Nationwide Investment Advisors in 2021, he worked at Nationwide Securities, LLC from 2008 to 2021. Outside of his advisory role, Gonzalez serves as President of the Columbus chapter of Prospanica and holds leadership positions with Nationwide Children’s Hospital and Pelotonia. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants. The firm uses independent fiduciary experts to develop model portfolios and serves roughly 270,000 retail participant accounts, focusing on retirement-plan business through a family of affiliated financial companies.
Nancy C
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Nancy Chavez is a financial advisor at Nationwide Investment Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Nationwide Investment Services Corporation since 2013. Based in Columbus, OH, she works within a large enterprise firm specializing in retirement plan advisory services. 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 a large client base through both discretionary and non-discretionary services.
Jonathan F
Series 65, Series 63
Columbus, OH
Nationwide Investment Advisors, LLC
Jonathan Fry is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 65 and Series 63 licenses and has 10 years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation and ADP-related entities. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm serves a large client base with a scale-oriented, recordkeeper-driven model that relies on independent financial experts for portfolio construction and emphasizes fiduciary responsibilities for ERISA-covered plans.
Traci B
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Traci Back is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with Nationwide Investment Services Corporation 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 for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.
James K
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
James Keeler is a financial advisor with Nationwide Investment Advisors, LLC in Phoenix, AZ. He holds Series 63 and Series 65 designations and has 30 years of industry experience. He has been with Nationwide Investment Services Corporation since 1995. 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 number of retail participant accounts within a family of affiliated financial companies.
Nikki C
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Nikki Cibelli is a Series 66 licensed financial advisor with 16 years of industry experience. She is currently with Nationwide Investment Advisors, LLC, where she has worked since 2021, following eight years at PNC Investments LLC. Outside of her advisory role, she is a retail consultant for Rodan + Fields and an individual seller on Etsy. 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 uses independent financial experts to develop model portfolios and serves a large number of clients via a scale-oriented, recordkeeper-driven model focused on retirement plan participants.
Mary C
Series 65, Series 63
Columbus, OH
Nationwide Investment Advisors, LLC
Mary Campbell is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and over 23 years of industry experience. She has been with Nationwide Investment Services Corporation since 1994. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner (MIP). The firm serves a large client base using a scale-oriented, recordkeeper-driven model and relies on independent financial experts for portfolio construction.
Kevin E
Series 66
Columbus, OH
VOYA Financial Advisors, Inc.
Kevin Evans is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding a Series 66 designation and having 14 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he serves as Vice President of St. Vincent DePaul, a nonprofit organization, and is an ad hoc board member for the Clan Crawford Association, which focuses on the study of the Scottish Crawford surname. VOYA Financial Advisors, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a large network of representatives, combining in-house and external strategies with technology-enabled tools to implement client recommendations.
Sharon W
Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Sharon Wilson is a Series 65-licensed financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. She has 27 years of industry experience and has been with Nationwide Investment Services Corporation since 2002. Outside of her advisory role, she is active as a real estate agent in Florida and also sells cosmetics through Mary Kay. 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 number of retail participant accounts within a family of affiliated financial companies.
Ninoska C
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Ninoska Calzadilla is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked at Nationwide Investment Services Corp since 2013. 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 participant accounts within a family of affiliated financial companies.
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3,285 advisors near
43219
within the area shown on the map
Out of 400,000+ nationwide