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Logan K

Series 63, Series 65

Powell, OH

Principal Financial Services

Logan Kirk is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and four years of industry experience. He has worked at Dostal & Kirk Insurance and Financial Services since 2016, focusing on the sales and service of fixed life insurance, fixed annuities, disability, long-term care, property and casualty, health, and group benefits. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides financial planning, retirement plan consulting, and access to third-party money manager solutions, utilizing both adviser and promoter arrangements to support client investment implementation.

Retired Founder/Business Owner
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Roberta E

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Roberta Eckert is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 63 and Series 66 licenses and has 37 years of industry experience. Since 2013, she has been associated with Nationwide Investment Services Corporation. 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 approximately 270,000 retail participant accounts through a large advisory team, operating within a family of affiliated financial companies that provide custody and recordkeeping services.

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

CFP®, Series 63

Columbus, OH

VOYA Financial Advisors, Inc.

Michael Slyby is a CFP®-certified financial advisor with 25 years of industry experience, currently practicing at Voya Financial Advisors, Inc. in Columbus, OH. His prior roles include positions at LPL Financial, Park Avenue Securities, Guardian Life Insurance Company, and Transamerica Financial Advisors. Outside of his advisory work, he serves as a trustee, elder, deacon, and committee member at University Baptist Church. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through financial planning, portfolio management, and retirement advisory services. The firm employs a combination of in-house and external strategists and uses technology-enabled tools to deliver both discretionary and non-discretionary investment management.

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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Angela F

Series 66

Columbus, OH

Guardian Life

Angela Foxx is a financial advisor with Guardian Life in Columbus, OH, holding a Series 66 designation and 13 years of industry experience. She previously worked at Morgan Stanley for one year before joining Guardian Life in 2015. Outside of her advisory role, she manages Foxx Flavors, LLC, a retail business selling sauces and batters, and serves as Founder and Executive Director of Actions 4 Change, an organization focused on eradicating home insecurity and drug addiction. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services alongside discretionary and model-based investment management, utilizing proprietary programs and third-party platforms.

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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Christopher W

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Christopher Whitlock is a financial advisor at Nationwide Investment Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Nationwide Investment Services Corporation since 2007. Outside of his advisory role, he owns a rental property business in Mexico Beach, Florida. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice focused on 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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Erxis C

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Erxis Cardoza is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked with Nationwide Investment Services Corporation since 2015. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing substantial assets through programs like ProAccount. The firm supports a large client base with a scale-oriented, recordkeeper-driven model and relies on independent financial experts for portfolio development.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Emanuel Mahand is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include extensive tenure at Nationwide Investment Services Corporation and positions at The Prudential Insurance Company of America and Pruco Securities LLC. In addition to his advisory work, he serves as an Army officer in the Army Reserves and owns Butler Gardens LLC, a wedding services and music venue business. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants. The firm emphasizes fiduciary oversight through third-party experts and manages a large volume 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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Erwin S

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Erwin Staples is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at Voya Financial Advisors before joining Nationwide Investment Services Corporation in 2018. Nationwide Investment Advisors, LLC specializes in providing investment advisory services to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount discretionary assets as of year-end 2025. The firm employs a scale-oriented, recordkeeper-driven model, serving over 250,000 clients through nearly 400 advisors, focusing on plan participants and sponsors with outsourced portfolio construction and automated enrollment features.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Robert Q

ChFC®, Series 65, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Robert Quirin is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation along with Series 65 and Series 66 licenses. He has 27 years of industry experience, including 20 years with Nationwide Investment Advisors and 26 years with Nationwide Investment Services Corporation. 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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Douglas L

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Douglas Larason is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Nationwide Investment Services Corporation since 2014. Outside of his advisory role, he manages a rental property in Columbus, Ohio. 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 as an ERISA fiduciary in certain contexts, managing 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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Todd R

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Todd Richhart is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. He has worked at Voya since 2019 and has prior experience with Allstate Insurance Company, Valic Financial Advisors, and Edward Jones. In addition to his advisory role, he operates as an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. is a large-scale advisory and broker-dealer firm that serves individual, institutional, and corporate clients through financial planning, portfolio management, and retirement advisory services. The firm combines in-house and third-party resources with technology-driven tools to implement client-focused investment strategies, managing a significant portion of assets on a non-discretionary basis.

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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Hunter J

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Hunter Jungenberg is a financial advisor at Nationwide Investment Advisors, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Nationwide Investment Services Corporation and Tailored Management, as well as experience outside the financial industry. 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 through both discretionary and non-discretionary services.

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