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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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Franklin C

Series 63, Series 66

Pataskala, OH

Empower Advisory Group

Franklin Collins is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Aspen Energy, JPMorgan Chase Bank, and Reliant Capital Solutions. 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 account holders. The firm offers integrated services that include point-in-time financial plans and optional managed account solutions, operating within plan lineups selected by plan sponsors.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Wendy Shaw is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Nationwide Investment Services Corporation since 1999. Shaw serves as a board member for Turning Point, an organization supporting domestic violence services in Delaware and Marion Counties, Ohio. 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 emphasizes the use of independent fiduciary experts for portfolio construction and manages 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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Jorge A

Series 65, Series 63

Columbus, OH

Nationwide Investment Advisors, LLC

Jorge Aldana Jr. is a financial advisor at Nationwide Investment Advisors, LLC with Series 63 and Series 65 credentials and over six years of experience. His prior roles include positions at Nationwide Investment Services Corporation, Principal Advised Services, and Principal Life Insurance Co. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, utilizing model portfolios developed by independent financial experts and offering programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm focuses on scalable, recordkeeper-driven solutions with discretionary and non-discretionary management.

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

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Michael Burkhart is a Chartered Financial Consultant (ChFC®) with 30 years of experience in the financial services industry. He has been with Nationwide Investment Advisors, LLC since 2006 and has worked with Nationwide Investment Services Corporation and Nationwide Insurance Company since 1994. Based in Columbus, OH, he holds Series 63 and Series 65 licenses. 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 discretionary and non-discretionary services within a family of affiliated financial companies.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Eric Schoonover is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 credentials and 24 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, 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 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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Kenneth B

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Kenneth Bart is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Principal Life Insurance, Voya Financial, The Prudential Insurance Company of America, and Transamerica Investors Securities 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 uses 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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Corey S

ChFC®, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Corey Spindler is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® and Series 66 designations with 11 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2016. Outside of his advisory role, he serves as a manager for Crabapple Island Fairview, LLC. 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 provides both discretionary and non-discretionary services within a large enterprise structure.

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

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Chad Wilhoite is a financial advisor at Nationwide Investment Advisors, LLC with 11 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Wilhoite previously worked at PNC Bank and PNC Investments before joining Nationwide Investment Services Inc. in 2019. 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 employs independent fiduciary experts to develop model portfolios and serves 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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Brandon C

Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Brandon Casturo is a financial advisor at Nationwide Investment Advisors, LLC with four years of industry experience. He holds a Series 65 credential and has previously worked at Nationwide Investment Services Corp, Tailored Management, Kroger, and Colonial Life. Outside of advising, he is a self-published author, a self-employed artist, and works as an equipment operator. 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 while operating within a family of affiliated financial companies.

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