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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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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.

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

Series 66

Columbus, OH

Voya financial Advisors, Inc.

Kevin Evans is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and 13 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he serves as Vice President of the St. Vincent DePaul nonprofit organization and is an Ad Hoc Board Member of the Clan Crawford Association. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led programs and combines an advisory platform with an active broker-dealer distribution model supported by an extensive affiliate ecosystem.

General retirement planning Retirement income strategy Business ownership considerations Self-Employed Founder/Business Owner Retired
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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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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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.

Retired Founder/Business Owner
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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.

Wealth management Private / alternative investments Tax-loss harvesting Active portfolio management
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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 at Nationwide Investment Advisors, LLC with five years of industry experience. She holds a Series 65 credential and has worked at Nationwide Investment Services Corp and Nationwide Insurance since 2019. Outside of finance, she is involved as an artist with Shadowbox Live in Columbus, OH. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, offering both discretionary and non-discretionary services focused on 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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Gregory R

ChFC®, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Gregory Russell is a ChFC® and holds a Series 66 license with 11 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, managing approximately $16.7 billion in discretionary ProAccount assets. The firm employs a scale-oriented, recordkeeper-driven model, relying on independent financial experts for portfolio construction and focusing on ERISA-covered plans.

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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