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Kevin S

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Kevin Seimet is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 34 years of industry experience. He has worked with Nationwide Investment Services Corporation and Nationwide Insurance Company since 1991. Nationwide Investment Advisors, LLC provides investment advisory services mainly to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance. The firm employs a scale-oriented, recordkeeper-driven model, managing approximately $16.7 billion in ProAccount assets with a large client base and reliance on outsourced portfolio construction and automated enrollment.

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

Series 63, Series 65

Columbus, OH

VOYA Financial Advisors, Inc.

Dale Van Valkenburg is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with VOYA-affiliated firms since 2008, including VOYA Financial Partners, LLC, and has worked as an independent insurance agent offering fixed insurance products. 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 combines in-house and external strategies using technology-enabled tools to manage mainly non-discretionary accounts, offering a broad product shelf through a large network of investment adviser representatives.

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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Devon H

CFP®, Series 65

Columbus, OH

Mariner

Devon Henry is a CFP® and Series 65-registered advisor with Mariner in Columbus, OH. He has seven years of experience in the financial industry, including roles at Fifth Third Bank and First Commonwealth Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, with an emphasis on discretionary, customized portfolios supported by a robust investment team and integrated tax and accounting capabilities.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Matthew R

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Matthew Roberson is a financial advisor at Nationwide Investment Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Nationwide Investment Services Corp since 2018, following four years at Nationwide Securities, LLC. Outside of his advisory role, he serves as an independent contractor for Ring Limited. 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 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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Hannah M

Series 66, Series 63

Columbus, OH

Empower Advisory Group

Hannah Mc Kinley is a financial advisor with Empower Advisory Group in Columbus, OH, holding Series 63 and Series 66 licenses and two years of industry experience. She previously worked at J.P. Morgan Chase & Company and Tampa Financial Group. Outside of her advisory role, she serves as Assistant Treasurer for the Church of the Living God International Inc., a 501(c)(3) nonprofit organization. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s services combine proprietary and third-party methodologies focused on long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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James B

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

James Beck is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior work includes positions at Summit Investment Management, Ltd. and Nationwide Investment Services Corporation. Outside of advisory work, he is the owner of Antigua Way Partners, LLC, a company based in Naples, FL. 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 serves a large client base with a scale-oriented, recordkeeper-driven model, emphasizing outsourced portfolio construction and automated enrollment.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Joseph Rossi is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Transamerica, and several other firms spanning from 2002 to 2023. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, Smart Alliance, and the Advice Program. The firm utilizes independent financial experts to develop model portfolios and manages approximately $16.7 billion in ProAccount assets under discretionary management as of December 31, 2025.

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

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Gregory Sperber is a financial advisor at Nationwide Investment Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Nationwide Investment Services Corporation, NYLIFE Securities LLC, New York Life Insurance Co, and Thrivent Financial for Lutherans. 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 serves an extensive client base with a scale-oriented, recordkeeper-driven model, focusing on ERISA-covered plans and relying on independent experts for portfolio construction.

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning Retired
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Laura Leigh B

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Laura Leigh Brewster is a Series 66 licensed financial advisor with seven years of industry experience. She is currently with Nationwide Investment Advisors, LLC and previously worked at Raymond James & Associates, Morgan Stanley Private Bank, Morgan Stanley, and Edward Jones. Outside of advisory work, she has held roles in restaurant events and administration at a CPA firm. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, which had approximately $16.7 billion in discretionary assets under management as of year-end 2025. The firm uses a scale-oriented, recordkeeper-driven model focused on ERISA-covered plans and relies on independent experts for portfolio construction.

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

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Brian Koch is a financial advisor with VOYA Financial Advisors, Inc. based in Columbus, Ohio, holding a Series 66 designation and 14 years of industry experience. He has worked at VOYA since 2015 and is currently owner of Koch Cushing Financial Group, which provides financial advising, planning, and retirement planning services. In addition, he works as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm that offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, technology-enabled tools, and mostly non-discretionary management to deliver customized investment solutions.

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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Kimberly S

Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Kimberly Sparks is a financial advisor at Nationwide Investment Advisors, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Nationwide Investment Services Corp since 2019. Her prior experience includes roles at VOYA Financial Advisors and KDS Financial Corp. 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 collaborates with independent fiduciary experts to develop model portfolios and provides 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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Maybell D

ChFC®, Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Maybell Dy Fister is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC®, Series 65, and Series 63 credentials and has 11 years of industry experience. She has been with Nationwide Financial Network since 2015. Outside of her advisory role, she is a partner in several theatrical ventures, including Dramatic Bard and Dramatic Queens, which are focused on Broadway musical investments. Nationwide Investment Advisors primarily serves retirement plan sponsors and plan participants through discretionary and non-discretionary investment programs such as ProAccount, managing approximately $16.7 billion in assets under management. The firm employs a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment, focusing exclusively on plan-related clients.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Jeffrey Francis is a financial advisor at Nationwide Investment Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Nationwide Investment Advisors since 2006, following earlier work at Nationwide Investment Services Corporation and Ceridian Investment Advisers Inc. Outside of his advisory work, he serves as Board Chair for the Zoning Board of Appeals in the Village of Penn Yan, New York. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and Smart Alliance. The firm employs a scale-oriented, recordkeeper-driven model supported by independent financial experts for portfolio construction and focuses exclusively on plan participants and sponsors.

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

CFP®, ChFC®, Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Seth Freeman is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 11 years of industry experience. He is currently with Nationwide Investment Advisors, LLC and has previously worked at Nationwide Investment Services Corporation and Pruco Securities LLC. Outside of his advisory role, Freeman has worked as a driver for ride-sharing services Uber and Lyft, as well as a salesman for Total Connect Marketing. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in ProAccount assets. The firm uses a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and serves a large client base mainly through automated enrollment and discretionary management programs.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Jakob Sweeney is a financial advisor at Nationwide Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Merrill, Bank of America, and AXA Advisors. Outside of his advisory role, he is involved as a landlord with an Airbnb property. 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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Michael H

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Michael Helsel is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and 21 years of industry experience. He has been with VOYA Financial Advisors since 2014 and is also involved with The Verdi Agency, LLC and The Verdi Group, which focus on insurance and financial services. Outside of his advisory work, Helsel owns and manages several holding companies and real estate LLCs. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to a diverse client base, including individuals, pension plans, and corporate clients. The firm combines in-house and third-party strategies, technology-driven tools, and a mix of discretionary and non-discretionary management approaches to serve clients.

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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Kai Chi Y

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Kai Chi Yang is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 65 and Series 63 credentials and 15 years of industry experience. His prior roles include positions at Nationwide Investment Services Corp, The Huntington Investment Company, The Huntington National Bank, and PNC Bank. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering discretionary investment programs such as ProAccount, which manages approximately $16.7 billion in assets. The firm emphasizes a scale-oriented, recordkeeper-driven model with outsourced portfolio construction and automated enrollment.

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

Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Michael Ross is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 65 credential and 25 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and Nationwide Investment Services Corporation since 2002. Outside of his advisory work, he serves as a commercial coordinator for the Columbus Blue Jackets NHL team, managing TV and radio commercials during games. 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 with a range of discretionary and non-discretionary services.

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

Dublin, OH

Principal Financial Services

Timothy Colvin is a financial advisor with Principal Financial Services in Dublin, Ohio, holding 38 years of industry experience. He has worked with Principal Securities since 2016 and with Principal Life Insurance Company since 1998. His other business activity includes serving as an insurance agent for fixed life, annuities, disability income, group, long-term care, and health insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, 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.

Retired Founder/Business Owner
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Christopher W

Series 63, Series 65

Columbus, OH

Stratos Wealth Partners, Ltd

Christopher Walling is a financial advisor at Stratos Wealth Partners, Ltd with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stratos Wealth Partners since 2010. His prior experience includes roles at LPL Financial, Morgan Stanley, and Citigroup Global Markets. Walling has also authored a book titled "Financial Strategies for Corporate Executives." Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture, advisor-driven model that integrates multiple third-party platforms and managers to provide customized portfolio management and planning solutions.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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