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3,437 advisors near
43081
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Out of 400,000+ nationwide
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Shawn V
Series 63, Series 65
Powell, OH
Stratos Wealth Partners, Ltd
Shawn Vance is a financial advisor at Stratos Wealth Partners, Ltd with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities, Morgan Stanley, and Citigroup Global Markets prior to joining Stratos in 2016. Outside of advisory work, he is a business owner involved with a FedEx Home Delivery transport company and a maintenance repair business. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and other institutions, offering customized portfolio management through an independent adviser model and an open-architecture platform integrating multiple third-party managers.
Laurel L
Series 63, Series 66
Columbus, OH
VOYA Financial Advisors, Inc.
Laurel Link is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with VOYA since 2014. Outside of her advisory role, Laurel serves as Team Mom for the Alter High School Lady Knights soccer team, overseeing various team committees and event planning. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, unified managed account programs, and retirement advisory services to individuals, including high-net-worth clients, as well as pension plans and charitable organizations. The firm combines model portfolios, in-house and third-party strategists, and technology-enabled tools to deliver both discretionary and non-discretionary investment management.
John S
CFP®, ChFC®, Series 63, Series 66
Dublin, OH
FIFTH THIRD SECURITIES, Inc.
John Stiltner is a CFP® and ChFC® with 28 years of industry experience. He has worked at Fifth Third Securities, Inc. and Fifth Third Bank since 2004. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers a variety of program types and third-party portfolio managers on its Passageway Managed Account Platform, with a focus on customized risk profiles and diversified strategies.
Lauren R
Series 66, Series 65, Series 63
Columbus, OH
Nationwide Investment Advisors, LLC
Lauren Ryan is a financial advisor at Nationwide Investment Advisors, LLC with nine years of industry experience. She holds Series 66, Series 65, and Series 63 licenses. Her prior work experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, UBS Financial Services, and Pacific Pulmonary Services. 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 uses independent financial experts to develop model portfolios and serves a large client base focused on retirement plans through a scale-oriented, recordkeeper-driven model.
Shelly D
Series 66
Columbus, OH
Janney Montgomery Scott
Shelly Delucas is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds a Series 66 designation and has worked at Janney Montgomery Scott since 2018, following six years at Raymond James & Associates. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.
John T
Series 65, Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
John Turk is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. His career includes roles at Prudential Insurance Company of America, GWFS Equities, Fiduciary Pension Partners, and Nationwide Investment Services Corporation. 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 serves over 250,000 clients with a large-scale, recordkeeper-driven model, relying on independent experts for portfolio construction and focusing exclusively on retirement plan-related clients.
Bina K
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Bina Kumar is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Nationwide Investment Services Corporation since 2003. Outside of her advisory role, she serves as an Alternative appointed Design Review Board Member for the Village of Plandome Manor in New York. 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.
Michael F
Series 66
Columbus, OH
Principal Financial Services
Michael Fazio is a financial advisor with Principal Financial Services in Columbus, OH, holding a Series 66 credential and eight years of industry experience. His prior work includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank N.A., Nationwide Investment Services Corporation, and MicroVenture Marketplace Inc. He has been with Principal Securities and Principal Life Insurance since 2023. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Stephan J
Series 66
Lewis Center, OH
PNC Wealth Management
Stephan Jarvie is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at The Huntington Investment Company and Huntington National Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.
Olutayo S
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Olutayo Shenbanjo is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has worked with Nationwide Securities, LLC and Nationwide Securities Inc since 2008. 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 manages approximately $16.7 billion in discretionary assets and serves over 250,000 clients using a model that emphasizes scale, recordkeeper-driven solutions, and outsourced portfolio construction.
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3,437 advisors near
43081
within the area shown on the map
Out of 400,000+ nationwide