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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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George G

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

George Giolekas is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior work includes roles at Cetera, Dollar Bank, Girard Investment Services, Key Private Bank, PNC Investments, and Merrill Lynch. Outside of his advisory work, he is the owner of Echo Ridge Properties, LLC. 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 a large client base with a focus on outsourced portfolio construction and automated enrollment.

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

Series 63, Series 65, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Mark Schilling is a financial advisor at Nationwide Investment Advisors, LLC with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Nationwide Investment Advisors since 2006, following his tenure at Nationwide Investment Services Corp. starting in 2000. 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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Barnett M

Columbus, OH

VOYA Financial Advisors, Inc.

Barnett Mc Gowan is a financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. Prior to joining Voya in 2019, he worked at NYLIFE Securities LLC and New York Life Insurance Co., as well as American Apex Corp and Carmax. Outside of advising, he is active as a social media consultant producing content on philosophical anthropology and pop culture topics, and serves on the board and as treasurer for a veterans organization focused on PTSD, substance abuse, and homelessness. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporations. The firm combines in-house and outside strategists with technology-driven tools to offer both discretionary and non-discretionary account management through a broad network of advisors.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Matthew F

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Matthew Fisher is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 designations and has seven years of industry experience. Prior to joining Nationwide, he worked at Abercrombie and Fitch for three years. 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 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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Andrew T

Series 63, Series 66

Powell, OH

FIFTH THIRD SECURITIES, Inc.

Andrew Thorne is a financial advisor at Fifth Third Securities, Inc. in Powell, Ohio, with 24 years of industry experience. He has held positions at Fifth Third Securities and Fifth Third Bank since 2004. Thorne holds Series 63 and Series 66 licenses. 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 programs with features such as direct indexing and tax-overlay services, combining its municipal-advisor registration with its affiliation to Fifth Third Bank.

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

CFP®, ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Alain Rodriguez is a financial advisor at Nationwide Investment Advisors, LLC with 22 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Prudential and Transamerica. In addition to his advisory role, he serves as an instructor at Miami Dade College. 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 within a family of affiliated financial companies.

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

CFP®, ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Donald Marchesiello is a CFP® and ChFC® with 23 years of experience in the financial services industry. He is currently with Nationwide Investment Advisors, LLC and has previously worked at The Vanguard Group, Inc., Zieders Enterprises, and Citigroup Global Markets, Inc. 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 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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Abigail K

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Abigail Kuo is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 25 years of industry experience, including roles at Nationwide Investment Services Corporation, Kestra Financial, Global Retirement Partners, and LPL Financial. Nationwide Investment Advisors 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 utilizes independent financial experts to develop model portfolios and relies on a scale-oriented, recordkeeper-driven model focused on plan participants and sponsors.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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John T

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

John Thompson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 65 and Series 63 licenses and has six years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, Secure Future Advisor, Fifth Third Securities, FIFTH THIRD BANK, and Cedarville University. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and the Advice Program, managing approximately $16.7 billion in ProAccount assets as of year-end 2025. The firm operates a scale-oriented model focused on ERISA-covered plans, utilizing outsourced portfolio construction and automated enrollment.

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

Series 65, Series 63

Columbus, OH

Guardian Life

Mitchell Ewaska is a financial advisor with Guardian Life, holding Series 65 and Series 63 credentials. He has one year of industry experience, with previous roles at Lifetime Financial Growth and The Ohio State University. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Lucas G

Series 63, Series 65

Westerville, OH

Cetera Planning Partners

Lucas Gooding is a financial advisor with Cetera Planning Partners in Westerville, OH, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His work history includes roles at Avantax entities and Citizens Bank, among others. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm employs a diversified allocation approach centered on mutual funds and ETFs, supported by a formal planning process and a range of ancillary services such as tax planning and estate strategies.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Nancy F

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Nancy Feilbach is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. Her prior roles include positions at SagePoint Financial and Nationwide Investment Services Corp. Outside of finance, she works as a sales associate at Bath & Body Works and provides customer service for sporting events through ProEm. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions for ERISA 401(k) and public 403(b)/457(b) plans. The firm relies on 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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Robert J

ChFC®, Series 63

Columbus, OH

Guardian Life

Robert Johnson III is a financial advisor with Guardian Life in Columbus, Ohio. He holds the ChFC® and Series 63 designations and has 39 years of industry experience. Johnson has been with Guardian Life since 2008 and has operated the Self-Johnson Agency since 1984. He serves as chairman of the finance committee and is a deacon at Delaware Bible Church. Guardian Life's subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies through proprietary and third-party platforms, providing tailored client solutions that include financial planning, consulting, and access to insurance and alternative investment products.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Sarita N

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Sarita Null is a financial advisor at Nationwide Investment Advisors, LLC with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Edward Jones, SWBC Investment Company, LPL Financial, Guardian Life Insurance Company, and Park Avenue Securities. Outside of her advisory role, she also works as a consultant in a non-investment capacity. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm employs a scale-oriented, recordkeeper-driven approach, relying on independent financial experts to develop model portfolios that NIA implements under discretionary or non-discretionary arrangements.

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

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Brianne Caldwell is a financial advisor with Voya Financial Advisors, Inc. in Columbus, Ohio. She holds a Series 66 designation and has four years of industry experience, including previous roles at Raymond James Financial Services and Welsh Hills Financial Services. Outside of her advisory work, she is a musician and plays the fiddle. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory, utilizing a combination of in-house and third-party strategists, model portfolios, and technology-enabled tools to implement client strategies.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Jeffrey S

CFP®

Columbus, OH

Corient

Jeffrey Suchy is a CFP® professional with 11 years of industry experience, currently with Corient in Columbus, OH. His work history includes over two decades at Budros, Ruhlin & Roe and roles within Corient and affiliated entities since 2022. Corient serves a diverse client base including individuals, trusts, pension plans, charitable organizations, and corporate entities, offering investment advisory and financial planning services. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investments where appropriate.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

David Schnegelberger is a financial advisor at Nationwide Investment Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Nationwide Investment Services Corporation, Mutual of America Securities LLC, CoAdvantage, and Mutual of Omaha. 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 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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Lori F

Series 65

Westerville, OH

Mercer Global Advisors Inc.

Lori Fellows is a Series 65-licensed financial advisor at Mercer Global Advisors Inc. with seven years of industry experience. Her prior roles include positions at Raymond James Financial Services, Gerber, LLC, and First Ohio Planning, LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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