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Ethan M
Series 65, Series 63
Columbus, OH
Nationwide Investment Advisors, LLC
Ethan Molitor is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and bringing six years of industry experience. His prior work includes roles at Nationwide Investment Services Corp, Randstad, and Kent State University, among others. 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 utilizes independent financial experts to develop model portfolios, serving a large client base through a scale-oriented, recordkeeper-driven approach.
Randall N
CFP®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Randall Neis is a CFP® professional with 24 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. He has previously worked at ICMA Retirement Corporation for 16 years before joining 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 employs independent fiduciary experts to develop model portfolios and serves a large retail participant base through both discretionary and non-discretionary services within a family of affiliated financial companies.
James A
Series 66, Series 63, Series 65
Columbus, OH
The huntington Investment company
James Altier is a financial advisor at The Huntington Investment Company with 25 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior work includes an 18-year tenure at JPMorgan Distribution Services Inc. The Huntington Investment Company serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party sub-managers and proprietary offerings, delivering diversified portfolio management through various wrap-fee programs on the Envestnet MAS platform.
Judd B
Series 66
Columbus, OH
Stratos Wealth Partners, Ltd
Judd Beam Jr. is a financial advisor at Stratos Wealth Partners, Ltd with 13 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for 11 years before joining Stratos and LPL Financial in 2023. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios with an emphasis on active monitoring and asset allocation across multiple custodians.
Peyton W
Series 66
Columbus, OH
Guardian Life
Peyton White is a financial advisor at Guardian Life with two years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company throughout his career. Outside of his advisory role, White is also a professional golfer. Park Avenue® Wealth Management, where White practices, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and both proprietary and third-party investment advisory programs.
Adam D
Series 66
Powell, OH
Key Investment Services LLC
Adam Donehue is a financial advisor at Key Investment Services LLC with 24 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services since 2014. Outside of his advisory role, he coaches youth wrestling with the Olentangy Youth Wrestling Organization in Powell, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed investment decisions and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.
Clayton B
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Clayton Benton is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses. He has 23 years of industry experience and has been with Nationwide Investment Services Corporation since 2009. 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 offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.
Kristopher D
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Kristopher Davis is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Nationwide Investment Services Corp and Great American Insurance Group. He owns a rental property in Lutsen, MN, which he manages on a limited, non-investment basis. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, leveraging independent financial experts to develop model portfolios implemented under discretionary arrangements. The firm manages approximately $16.7 billion in ProAccount assets and focuses on a recordkeeper-driven, scale-oriented approach.
Dylan M
Series 63
Columbus, OH
The huntington Investment company
Dylan Murphy is a financial advisor with The Huntington Investment Company in Columbus, OH, holding a Series 63 designation and five years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance, and The Huntington National Bank. Outside of finance, he serves as an assistant coach for the offensive line at Columbus Academy’s football team. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and businesses. The firm uses an open-architecture investment model that combines third-party sub-managers and proprietary Private Bank models, offering a range of wrap-fee programs and brokerage services.
Matthew R
CFP®, Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Matthew Ring is a CFP® with 17 years of experience in the financial services industry. He is currently with Nationwide Investment Advisors, LLC and has been affiliated with Nationwide Investment Services Corporation and Tailored Management since 2008. 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 partners with independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.
David B
ChFC®, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
David Bazzel is a ChFC® and Series 66-licensed advisor with 19 years of industry experience, currently serving at Nationwide Investment Advisors, LLC. He has been with Nationwide Investment Services Corporation since 2009. Outside of his financial career, he is co-owner of Beach State of Mind and serves as president and board member of Westtown Church. 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 for portfolio construction and manages a large retail participant base within a family of affiliated financial companies.
Dean D
Series 63, Series 65
Columbus, OH
Wealth Enhancement Advisory Services, LLC
Dean Danison is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He previously operated Danison & Associates, Inc. for 27 years. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.
Martin B
Series 63, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Martin Burch is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Nationwide Investment Services Corp since 2012. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, including 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 client base within a family of affiliated financial companies.
Ronald L
Series 63, Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Ronald Leclair is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Nationwide Investment Services Corporation since 2001. Nationwide Investment Advisors specializes in providing 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 client base through discretionary and non-discretionary services governed by plan documents and participant risk profiles.
Carrie R
Series 66
Columbus, OH
FIFTH THIRD SECURITIES, Inc.
Carrie Reynolds is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH. She holds a Series 66 designation and has 25 years of industry experience, including 21 years with Fifth Third Securities. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs on the Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.
Lorraine R
Series 66, Series 65
Columbus, OH
Nationwide Investment Advisors, LLC
Lorraine Rodriguez is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 66 designations and bringing 23 years of industry experience. Her prior work history includes positions at Fidelity Investments and ICMA-RC. 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 employs a scale-oriented, recordkeeper-driven model serving over 250,000 clients with a focus on fiduciary responsibilities and outsourced portfolio construction.
Teron C
Series 66
Dublin, OH
Empower Advisory Group
Teron Carter is a Series 66-licensed financial advisor with Empower Advisory Group and has 21 years of industry experience. He previously worked at UBS Financial Services and PNC Investments. Outside of his advisory role, he is a partner in TCC2, LLC, a real estate holding company he established for estate planning purposes. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm offers a financial planning service focused on long-term portfolio returns and integrates its advisory services closely with Empower’s administrative platforms.
John A
Series 63, Series 65
Dublin, OH
J. W. Cole Advisors, Inc.
John Albrecht is a financial advisor with J.W. Cole Advisors, Inc. based in Dublin, OH. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with J.W. Cole Advisors since 2015 and also operates Wealth Management Services, Inc. since 2006. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment approaches, including access to third-party managers and digital advice platforms.
Nathan C
Series 66
Powell, OH
OSAIC Institutions, inc.
Nathan Cooper is a Series 66 licensed financial advisor with 13 years of industry experience. He currently works at First Commonwealth Bank and Infinex Investments, Inc., and previously was with Edward Jones. Nathan is also involved with the trust division at First Commonwealth Bank. He is affiliated with Osaic Institutions, Inc., an SEC-registered investment adviser that serves individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer model.
Christopher N
Series 66
Columbus, OH
VOYA Financial Advisors, Inc.
Christopher Nicola is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH. He holds a Series 66 designation and has 10 years of industry experience, all with Voya. Outside of his advisory role, Nicola is involved with The Verdi Group, an independent financial services business. VOYA Financial Advisors, Inc. serves a diverse range of clients, including individuals, retirement plan sponsors, and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures. The firm emphasizes recommendation-based advice, with the majority of assets managed on a non-discretionary basis.
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3,417 advisors near
43229
within the area shown on the map
Out of 400,000+ nationwide