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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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Gary M

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Gary Myers is a financial advisor at Nationwide Investment Advisors, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Nationwide Investment Services Corporation since 2016. 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 utilizes independent financial experts to develop model portfolios and serves a large client base with a scale-oriented, recordkeeper-driven approach focused on ERISA-covered plans.

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

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Ashley Gillespie is a Series 66-licensed financial advisor with 19 years of industry experience. She is currently with Nationwide Investment Advisors, LLC, and has previously worked at Nationwide Securities, LLC and The Huntington Investment Company. Gillespie is based in Columbus, Ohio. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and the Advice Program. The firm manages approximately $16.7 billion in ProAccount assets and serves a large client base using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

David Miller is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2016. Outside of his advisory role, he serves as president of the South Central Football Officials Association. 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 relies on independent financial experts to develop model portfolios and serves a large client base through a scale‑oriented, recordkeeper‑driven approach.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Elliott C

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Elliott Cobb is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, Equitable Advisors, and Foresters Advisory Services. Outside of his advisory work, he is the owner of Supreme Group, a business based in Philadelphia. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, which manages approximately $16.7 billion in discretionary assets. The firm focuses on a scale-oriented, recordkeeper-driven model that serves a large client base with outsourced portfolio construction and automated enrollment.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Jessica L

Series 63

Columbus, OH

Corient

Jessica Lee is a financial advisor with Corient, holding a Series 63 designation and over 22 years of industry experience. She worked at Budros, Ruhlin & Roe for 21 years before joining Corient in 2022. Outside of her advisory role, Lee serves as Treasurer for the Hilliard Education Foundation and as Expense Treasurer for the Davidson High Music Booster, supporting local educational and music programs. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach using in-house strategies and third-party managers, incorporating risk management tools and alternative investment options when appropriate.

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

CFP®

Columbus, OH

Corient

Kyle Radabaugh is a CFP® professional with eight years of industry experience, currently serving at Corient in Columbus, OH. His work history includes positions at Budros, Ruhlin & Roe and CIPW Service Company prior to joining Corient. 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 employs a goals-based investment approach that integrates in-house strategies and third-party manager solutions, with ongoing portfolio monitoring and risk management to align investments with client objectives.

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

Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Michael Parker is a Series 65-licensed financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He has four years of industry experience, including prior roles at Nationwide Investment Services Corporation and TRB Financial, Inc., and operated as a sole proprietor for 22 years. Outside of finance, Parker works as a driver for Uber and Lyft in Tallahassee, FL. Nationwide Investment Advisors, LLC provides 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 and relies on independent financial experts to develop investment portfolios, managing approximately $16.7 billion in ProAccount assets.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Carlos F

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Carlos Foster is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses with 12 years of industry experience. He 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 employs independent fiduciary experts to develop portfolios and provides both discretionary and non-discretionary services within a large enterprise structure.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Aaron B

ChFC®, Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Aaron Barton is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds the ChFC® designation and Series 65 and Series 63 licenses, with 10 years of industry experience. Prior to joining Nationwide Investment Services Corporation in 2016, he was self-employed for 20 years. Outside of his advisory role, Barton works as a private chess tutor. 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 and serves over 250,000 clients with a scale-oriented, recordkeeper-driven model that relies on outsourced portfolio construction and automated enrollment.

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

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Jerel Gadberry is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, Sagepoint Financial, and Thrivent Financial. 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 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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Kevin W

CFP®

Columbus, OH

Corient

Kevin Wuebker is a CFP® professional with 11 years of industry experience, currently serving at Corient in Columbus, OH. He previously worked for Budros, Ruhlin & Roe from 2007 to 2023. 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 uses a goals-based, team investment approach that integrates in-house strategies and third-party manager solutions, continuously monitoring portfolios with risk management tools to align with client objectives.

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

Series 66

Columbus, OH

Corient

Olivia Herzog is a financial advisor at Corient with four years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James Financial Services Advisors, Inc. and Hyre Personal Wealth Advisors. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

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

Series 66, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Jeffrey Jamieson is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 66, Series 63, and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Nationwide Investment Services Corp, Ameriprise Financial Services, FTB Advisors, MML Distributors LLC, and Massachusetts Mutual Life Insurance Company. 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 discretionary ProAccount assets and operates a scale-oriented model serving a large client base through outsourced portfolio construction and automated enrollment.

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

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Luis Ervin is a financial advisor at Nationwide Investment Advisors, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes positions at Fidelity Investments and various educational institutions, as well as a role with the University of California, Riverside Police Department. 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 manages approximately $16.7 billion in discretionary assets and serves a large client base using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

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

CFP®, Series 65

Columbus, OH

Focus Partners Wealth, LLC

Kathryn Glanz is a CFP® and holds a Series 65 license with 17 years of industry experience. She is currently with NorthCoast Asset Management LLC and has previously worked at Focus Partners Wealth, Kovitz Investment Group Partners, Relative Value Partners, and Brownson, Rehmus & Foxworth. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models and manages portfolios across a range of strategies including equities, income, alternatives, and dynamic asset allocation.

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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Nathan B

Series 63, Series 65

Columbus, OH

PNC Wealth Management

Nathan Barnhart is a financial advisor at PNC Wealth Management in Columbus, Ohio, with 27 years of industry experience. He has held his current role since 2014, previously working at PNC Investments. Barnhart holds the Series 63 and Series 65 credentials. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees. The firm employs approved model strategies managed by PNC or third-party strategists, utilizing mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Neil C

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Neil Cook is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds the ChFC® designation and Series 63 and 65 licenses, and has 26 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and affiliated with Nationwide Investment Services Corporation since 2005. 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 employs 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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