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Kirk S
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Kirk Steingreaber is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2015. Outside of his advisory role, he is involved in real estate partnerships focused on purchasing, renovating, and selling properties. 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 engages independent fiduciary experts to develop model portfolios and serves a large retail participant base within a family of affiliated financial companies.
Erin S
Series 63, Series 66
Dublin, OH
FIFTH THIRD SECURITIES, Inc.
Erin Shafer is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Dublin, OH, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Fifth Third Securities since 2008 and with Fifth Third since 2006. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines municipal-advisor registration with a corporate affiliation to Fifth Third Bank and provides multiple managed-account options, including direct indexing and tax-overlay services.
Robert H
Series 63, Series 65
Worthington, OH
Ameritas Advisory Services, LLC
Robert Hackett is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Ameritas since 2006 in various capacities and has been with Ameritas Advisory Services since 2021. In addition to his financial advisory roles, Hackett serves as a State Representative in Ohio from the 10th District. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, fiduciary advice, and customized portfolio management through a combination of model portfolios, third-party sub-advisers, and strategies developed by its investment committee.
Michelle L
Series 66
Gahanna, OH
The huntington Investment company
Michelle Loftus is a Series 66-licensed advisor at The Huntington Investment Company with 24 years of industry experience. She has worked at Huntington in various roles since 1995, including her current position at the investment company since 2002. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party and proprietary investment strategies, with custodial services provided through National Financial Services.
Valerie H
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Valerie Hamilton is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. She has worked with Nationwide Securities LLC since 2009 and Nationwide Investment Services Corporation since 2007. 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 to develop model portfolios and serves a large retail participant base within a family of affiliated financial companies.
Chase P
Series 63, Series 65
Columbus, OH
The huntington Investment company
Chase Parker is a financial advisor with The Huntington Investment Company in Columbus, OH, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked within various capacities at The Huntington Investment Company and Huntington National Bank since 2018, with a brief tenure at Ameriprise Financial Services, LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—as well as charitable organizations and business entities. The firm offers a range of advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, employing an open-architecture model that integrates third-party and proprietary investment strategies.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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