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Blake P

CFP®, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Blake Price is a CFP® professional with seven years of industry experience, currently affiliated with Nationwide Investment Advisors, LLC. His prior roles include positions at Instrumental Wealth, LLC, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, and Pinnacle Trust. Outside of financial advising, he works as an independent contractor for Fathom Realty. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and advice for ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and operates within a family of affiliated financial companies that provide custody, recordkeeping, and product services.

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

CFP®

Hilliard, OH

Focus Partners Wealth, LLC

Andrea Ellis is a CFP® professional with 19 years of industry experience. She joined Focus Partners Wealth, LLC in 2026 and has previously worked at firms including Pinnacle Advisors, Mariner Wealth Advisors, JMG Financial Group, Ltd., and Budros, Ruhlin & Roe, Inc. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with third-party managers and alternative strategies.

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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Amanda J

Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Amanda Johnson is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 65 designation and six years of industry experience. She has been with Nationwide Investment Services Corp since 2020 and Nationwide Insurance since 2019. Outside of her advisory role, she is also an artist with Shadowbox Live in Columbus, OH. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs including ProAccount, My Investment Planner, Smart Alliance, and the Advice Program, managing approximately $16.7 billion in ProAccount assets under discretionary management as of the end of 2025.

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

ChFC®, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Gregory Russell is a ChFC® and Series 66 licensed advisor with 12 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2016. Outside of his advisory role, he operates a loan packaging and business plan consulting service as a sole proprietor. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner. The firm manages approximately $16.7 billion in ProAccount assets and serves a large client base with a scale-oriented, recordkeeper-driven model that leverages outsourced portfolio construction and automated enrollment.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Kristalin K

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Kristalin Kingsley is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Fidelity Investments and Mission Square Retirement, as well as operating an Etsy storefront specializing in crochet designs. Nationwide Investment Advisors, LLC primarily serves retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, managing approximately $16.7 billion in discretionary assets. The firm leverages independent financial experts to develop model portfolios and focuses on a large client base through a recordkeeper-driven, scale-oriented approach.

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

Columbus, OH

Guardian Life

Samuel Grooms is a financial advisor with Primerica Advisors based in Columbus, OH, holding 17 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017 and was previously with New York Life Insurance Company and NYLife Securities from 2008 to 2017. Outside of his advisory roles, he is involved with OVE Media LLC, dedicating time to this non-investment-related business. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services through proprietary and third-party investment programs, supporting a range of account types and investment strategies.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Mc Clain F

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Mc Clain Felty is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 licenses and having four years of industry experience. His work history includes roles at Nationwide Investment Services Corporation and American Pension Advisors, Ltd. Prior to his advisory career, he was employed at various organizations including Liberty University and Koorsen Fire and Security. 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 manages approximately $16.7 billion in ProAccount assets, relying on independent financial experts to develop model portfolios and focusing on a scale-oriented, recordkeeper-driven approach serving a large client base within the retirement plan sector.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Deidre J

Series 63, Series 65

Columbus, OH

FIFTH THIRD SECURITIES, Inc.

Deidre Jackson is a financial advisor at Fifth Third Securities, Inc. in Columbus, Ohio, holding Series 63 and Series 65 credentials with 25 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, supported by its affiliation with Fifth Third Bank and distinctive municipal-advisor registration.

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

Series 63, Series 65

Columbus, OH

Corient

Scott Maiberger is a financial advisor at Corient with 19 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Corient in 2025, he worked at Mutual of America and Nationwide Investment Services Corp. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

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

CFP®

Columbus, OH

Corient

Grace Flesher is a CFP® professional with three years of industry experience, currently serving at Corient. Her prior roles include positions at Budros, Ruhlin & Roe and the Mount Vernon Nazarene University Business Department. 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 utilizes a goals-based, team investment approach combining in-house strategies with third-party manager solutions and continuous portfolio monitoring through advanced risk management tools.

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

ChFC®, Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Mark Knudson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Nationwide Investment Services Corp since 2013. Outside of his advisory role, he serves as president of the Blackhawk Ranch HOA in McCall, Idaho. 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 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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Kirk S

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Kirk Steingreaber is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2015. Outside of his advisory role, he is involved in real estate partnerships focused on purchasing, renovating, and selling properties. 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 engages 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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Erin S

Series 63, Series 66

Dublin, OH

FIFTH THIRD SECURITIES, Inc.

Erin Shafer is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Dublin, OH, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Fifth Third Securities since 2008 and with Fifth Third since 2006. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines municipal-advisor registration with a corporate affiliation to Fifth Third Bank and provides multiple managed-account options, including direct indexing and tax-overlay services.

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

Series 63, Series 65

Worthington, OH

Ameritas Advisory Services, LLC

Robert Hackett is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Ameritas since 2006 in various capacities and has been with Ameritas Advisory Services since 2021. In addition to his financial advisory roles, Hackett serves as a State Representative in Ohio from the 10th District. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, fiduciary advice, and customized portfolio management through a combination of model portfolios, third-party sub-advisers, and strategies developed by its investment committee.

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

Series 66

Gahanna, OH

The huntington Investment company

Michelle Loftus is a Series 66-licensed advisor at The Huntington Investment Company with 24 years of industry experience. She has worked at Huntington in various roles since 1995, including her current position at the investment company since 2002. 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 and proprietary investment strategies, with custodial services provided through National Financial Services.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Valerie H

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Valerie Hamilton is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. She has worked with Nationwide Securities LLC since 2009 and Nationwide Investment Services Corporation since 2007. 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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Chase P

Series 63, Series 65

Columbus, OH

The huntington Investment company

Chase Parker is a financial advisor with The Huntington Investment Company in Columbus, OH, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked within various capacities at The Huntington Investment Company and Huntington National Bank since 2018, with a brief tenure at Ameriprise Financial Services, LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—as well as charitable organizations and business entities. The firm offers a range of advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, employing an open-architecture model that integrates third-party and proprietary investment strategies.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Rick W

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Rick Watson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Nationwide Investment Services Corporation since 2008. Outside of his advisory work, he is involved in music performance. 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 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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Felicia R

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Felicia Rennis is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. Her prior work includes roles at Nationwide Investment Services Corporation, Wells Fargo Clearing, Wells Fargo Bank, and NYLIFE Securities. Outside of finance, she operates Felicia's Fitness LLC, offering a weekly summer boot camp fitness class. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, providing managed-account solutions and investment advice for 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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Kelli G

Series 63, Series 66

Lewis Center, OH

Stratos Wealth Partners, Ltd

Kelli Gargasz is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of her advisory work, she facilitates educational workshops focused on divorce through the Second Saturday Divorce Workshops. Stratos Wealth Partners serves a diverse client base, including individuals, trusts, charitable organizations, corporations, and institutional clients, offering portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture Strategic Wealth Management platform. The firm emphasizes active monitoring and asset allocation across multiple custodians, utilizing both affiliated and unaffiliated sub-advisors to implement tailored investment strategies.

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