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Christopher U
Series 66
Westerville, OH
The huntington Investment company
Christopher Urbano is a financial advisor at The Huntington Investment Company with nine years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Securities LLC and Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture platform combining third-party and affiliate portfolio models alongside discretionary and model-based management options.
Darren L
Series 66, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Darren Lopes is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 66, Series 63, and Series 65 designations and bringing 23 years of industry experience. He previously worked at TIAA and TIAA-CREF from 2011 to 2023 and has been with Nationwide Investment Services Corporation since 2025. 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 serves a large client base using a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.
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 at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked at Nationwide Investment Services Corporation and ADP in various roles since 2016. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets as of December 31, 2025. The firm utilizes independent financial experts to develop model portfolios and employs a scale-oriented, recordkeeper-driven approach focused exclusively on retirement plan clients.
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 at Nationwide Investment Advisors, LLC with 22 years of industry experience. She holds the Series 65 and Series 63 designations and has worked at Nationwide Investment Services Corporation since 1994. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants through discretionary and non-discretionary programs such as ProAccount and My Investment Planner. The firm serves a large client base with a scale-oriented, recordkeeper-driven model and relies on independent financial experts to develop model portfolios.
Kevin E
Series 66
Columbus, OH
VOYA Financial Advisors, Inc.
Kevin Evans is a Series 66-credentialed financial advisor with 14 years of industry experience, currently with VOYA Financial Advisors, Inc. in Columbus, Ohio, where he has worked since 2014. Outside of his advisory role, Evans serves as Vice President of the St. Vincent DePaul nonprofit organization and is an ad hoc board member of the Clan Crawford Association, a nonprofit dedicated to the study of the Scottish Crawford surname. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through various program structures and primarily operates using non-discretionary 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.
Christopher B
CFP®, Series 65, Series 63
Columbus, OH
Nationwide Investment Advisors, LLC
Christopher Brie is a CFP® with seven years of experience in the financial services industry. He is currently with Nationwide Investment Advisors, LLC and previously worked at Tailored Management, The Blackwell Inn, and Campus Grinds. Outside of his advisory role, he is a co-owner of 227 Yachtclub Ltd in Columbus, OH. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, with approximately $16.7 billion in discretionary assets under management as of December 31, 2025. The firm uses independent financial experts to develop investment models and employs a scale-oriented, recordkeeper-driven approach focused exclusively on plan participants and sponsors.
Alirio R
Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Alirio Rumbos is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 65 designation and 19 years of industry experience. He has been with Nationwide Investment Services Corporation since 2008. Outside of his advisory role, he participates as a team rider for several companies, including Custom X, Sticky Bumps, and Zinka. 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 employs independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.
Evan F
Series 66
Dublin, OH
Private Advisor Group, LLC
Evan Franckhauser is a financial advisor with Private Advisor Group, LLC in Dublin, Ohio, holding a Series 66 designation and 14 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016. Outside of his advisory role, he acts in a fiduciary capacity for the Burke Family Trust. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives using a variety of custodians, strategists, and program vehicles.
Gary M
Series 63, Series 65
Columbus, OH
Corient
Gary Marcinick is a financial advisor at Corient in Columbus, OH, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Budros, Ruhlin & Roe and CIPW Service Company, LLC before joining Corient. Corient provides investment advisory and financial planning services to individual, high-net-worth, institutional, and charitable clients. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and continuous portfolio monitoring.
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.
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.
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.
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.
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3,417 advisors near
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within the area shown on the map
Out of 400,000+ nationwide