Columbus, OH One Nationwide Plaza 03 07 202 Office

Team
Updated today

Nationwide Investment Advisors, LLC

Enterprise

Firm-wide stats for Nationwide Investment Advisors, LLC

Total advisors

394

Across 3 offices

Clients per advisor

638 Very High

Avg AUM per client

$66,485 Very Low

HNW client ratio

0% Very Low

About

Nationwide Investment Advisors, LLC provides investment advisory services principally to retirement plan sponsors and plan participants through programs such as ProAccount, My Investment Planner (MIP), Smart Alliance and the Advice Program. ProAccount is the firm's primary discretionary offering and NIA reported approximately $16.7 billion of ProAccount assets under discretionary management as of December 31, 2025.

The firm relies on independent financial experts (for example, Wilshire Advisors for ProAccount and MIP, and Creative Planning for Smart Alliance) to develop model portfolios and eligible investment lineups, with NIA implementing or presenting those recommendations under discretionary or non‑discretionary arrangements. For ERISA‑covered plans NIA acts in specified fiduciary capacities, and its participant delivery model includes features such as directed enrollment, QDIA use, and limits on participant trading for accounts enrolled in ProAccount.

Compared with many large enterprise advisers, NIA serves an unusually large number of clients per adviser — over 250,000 clients with roughly 398 advisers — reflecting a scale‑oriented, recordkeeper‑driven model and reliance on outsourced portfolio construction and automated enrollment. The firm’s client base is narrowly focused on plan participants and sponsors (it does not target high‑net‑worth, corporate/business, or charitable organization clients) and it primarily uses percentage‑of‑assets compensation rather than fixed‑fee financial planning engagements; its Nationwide affiliations and use of affiliated custodians are managed in part through the engagement of independent IFEs.

Based on Nationwide Investment Advisors, LLC

Expertise

Retirement income strategy General retirement planning Retirement withdrawal strategies Income planning

Based on Nationwide Investment Advisors, LLC

Occupation focus

Retired

Based on Nationwide Investment Advisors, LLC

Location

One Nationwide Plaza, 03 07 202

Columbus OH 43215

Advisors at this office

371

Advisors at this office

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Michelle C

ChFC®, Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Michelle Calloway is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses. She has eight years of industry experience, including roles at Nationwide Investment Services Corp and various insurance and retail companies. Outside of her advisory work, she serves as Chief Christian Education Officer at Friendship Missionary Baptist Church in Columbus, OH. 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 focuses on a scale-oriented, recordkeeper-driven model serving over 250,000 clients.

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

CFP®, ChFC®, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Caritas Palmisano is a CFP®, ChFC®, and Series 66-registered advisor with nine years of industry experience. She is currently affiliated with Nationwide Investment Advisors, LLC and has previously worked at various Capital One entities. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, managing approximately $16.7 billion in discretionary assets as of December 31, 2025. The firm utilizes independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven model focused exclusively on plan participants and sponsors.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Justin Guarino is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, Ohio, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Nationwide Investment Services Inc since 2019 and previously at Checks an Balances Inc. from 2018 to 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 uses independent fiduciary experts to develop model portfolios and serves around 270,000 retail participant accounts through discretionary and non-discretionary services.

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

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Andre Reguinho is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 66 credentials and has 16 years of industry experience. Prior to joining Nationwide Investment Advisors, he worked at Merrill Lynch. 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 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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Denton S

Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Denton Smith is a financial advisor at Nationwide Investment Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Nationwide Investment Services Corporation, Infinex Investments, and Community Bank of the Chesapeake. 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 to develop model portfolios and serves a large base 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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Kerryl J

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Kerryl Johnson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. Her prior work includes roles at Nationwide Investment Services Corp, Wells Fargo Clearing, and Wells Fargo Advisors. She serves as a board member for Prodigal Business Systems, a role she has held since 2023. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and advisory services focused on ERISA 401(k), 403(b), and 457(b) plans. The firm employs independent fiduciary experts for portfolio construction and operates within a family of affiliated financial companies that provide custody, recordkeeping, and product services.

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

Series 63, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Jason Bowen is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, Gwfs Equities, Inc., Mml Distributors, LLC, and MassMutual. 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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Jonathan M

Series 63, Series 65, Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Jonathan Michaels is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63, Series 65, and Series 66 credentials and has 19 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Nationwide Mutual Insurance, and Morgan Stanley Dw Inc. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in assets through programs like ProAccount. The firm employs a scale-oriented, recordkeeper-driven model, relying on independent financial experts for portfolio construction and serving a large client base focused on retirement plans.

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

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Robert Snyder is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 registrations with four years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation and Facet Wealth. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, with a focus on scale-driven, recordkeeper-supported solutions and delegated portfolio management.

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

Columbus, OH

Nationwide Investment Advisors, LLC

Harold Schafer Jr. is a financial advisor with Nationwide Investment Advisors, LLC, holding 27 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and previously worked at Nationwide Investment Services Corporation and Nationwide Insurance Company. Nationwide Investment Advisors 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 ProAccount assets and serves a large client base using 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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Justin B

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Justin Bailey is a financial advisor with Nationwide Investment Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, Transamerica affiliates, Wells Fargo Clearing, and Yolo Federal Credit Union. Outside of his advisory work, he has been a rideshare driver for Lyft and Uber since 2016. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, managing approximately $16.7 billion in ProAccount assets as of the end of 2025. The firm uses model portfolios developed by independent financial experts and serves a large client base via a scale-oriented, recordkeeper-driven approach focused on plan participants and sponsors.

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

Matthew R

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Matthew Rizzo is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 registrations and 23 years of industry experience. His prior work includes roles at Merrill, PNC Capital Advisors, and PNC Funds Distributor. 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 uses independent financial experts to develop model portfolios and serves a large client base with a scale-oriented, recordkeeper-driven approach.

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

Steven S

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Steven Schmittauer is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Nationwide Financial since 2006. 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 partners with 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.

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

Jared W

Series 63, Series 65

Columbus, OH

Nationwide Investment Advisors, LLC

Jared Williams is a financial advisor at Nationwide Investment Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Nationwide Investment Services Corporation since 2011. Outside of his advisory role, he serves as a referee and assistant referee for Montana youth soccer games. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs such as ProAccount, leveraging independent financial experts for portfolio management and employing a recordkeeper-driven model that supports a large client base with automated enrollment features.

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

Eric S

Series 66

Columbus, OH

Nationwide Investment Advisors, LLC

Eric Sonntag is a financial advisor at Nationwide Investment Advisors, LLC with eight years of industry experience. He holds a Series 66 credential and has previously worked at Edward Jones and Nationwide Investment Services Corporation. Outside of his advisory role, he operates Indy Monster Garage, an entrepreneurial venture based in Indianapolis. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, My Investment Planner, and the Advice Program. The firm employs a scale-oriented, recordkeeper-driven model relying on independent financial experts for portfolio development and automation features such as directed enrollment and limits on participant trading.

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