Columbus, OH Office

Team
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VOYA Financial Advisors, Inc. logo

VOYA Financial Advisors, Inc.

Enterprise

Firm-wide stats for VOYA Financial Advisors, Inc.

Total advisors

743

Across 216 offices

Clients per advisor

22 Very Low

Avg AUM per client

$236,678 Low

HNW client ratio

19% Typical

About

Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer affiliate of Voya Financial that provides financial planning, portfolio management, unified managed account (UMA) and wrap programs, third‑party money manager access, and retirement-plan and IRA advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and corporate clients. The firm delivers these services through a large network of investment adviser representatives and a product shelf that includes both affiliated and unaffiliated investment products.

VFA structures client relationships around investment policy statements and model allocations, combining in‑house and outside strategists, model portfolios, and technology-enabled tools—such as Morningstar-powered retirement advice and sub-advised custom indexing and tax‑loss harvesting—to implement recommendations. Many programs and accounts are managed on a non‑discretionary basis, with advisors providing recommendations and seeking client authorization for trades, while certain wrap and UMA arrangements permit limited discretionary sleeve management and rebalancing.

What is distinctive in the brochure is VFA’s dual role as an SEC-registered investment adviser and a FINRA-member broker‑dealer: the firm discloses that certain products are offered only in its broker‑dealer capacity and that some client purchases may generate commissions, and it describes product‑sponsor and share‑class selection practices (Product Partners and revenue arrangements) that create potential conflicts of interest. The brochure also highlights an uncommon asset mix among enterprise peers—approximately $3.8 billion of non‑discretionary assets versus about $69.7 million of discretionary assets as of year‑end 2025—reflecting a heavier reliance on client‑approved (non‑discretionary) relationships.

Based on VOYA Financial Advisors, Inc.

Expertise

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy

Based on VOYA Financial Advisors, Inc.

Occupation focus

Founder/Business Owner Executive Retired Self-Employed

Based on VOYA Financial Advisors, Inc.

Demographic focus

Approaching retirement Retired

Based on VOYA Financial Advisors, Inc.

Location

7965 North High Street, Suite 150

Columbus OH 43235

Advisors at this office

49

Advisors at this office

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Brian L

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Brian Link is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding a Series 66 designation and 27 years of industry experience. He has been with VOYA Financial Advisors since 2014, following eight years at Voya Financial Partners, LLC. Outside of his advisory role, he is an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a broad client base including individuals, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement-plan advisory services. The firm employs a combination of in-house and external strategies, utilizing technology-enabled tools and managing both discretionary and non-discretionary accounts.

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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John R

Columbus, OH

VOYA Financial Advisors, Inc.

John Roesch is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding 39 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC from 2005 to 2011. In addition to his advisory role, he is an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services using both affiliated and unaffiliated investment products, emphasizing client-approved, non-discretionary strategies alongside discretionary management options.

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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Michael T

Series 63, Series 65

Columbus, OH

VOYA Financial Advisors, Inc.

Michael Thacker is a financial advisor at VOYA Financial Advisors, Inc. in Columbus, Ohio, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VOYA Financial Advisors since 2014, previously working at Voya Financial Partners, LLC from 2000 to 2011. In addition to his advisory role, he operates as an independent insurance agent focusing on fixed long-term care, disability, and life insurance sales and service. 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 financial planning and investment services, combining in-house and external resources with technology-enabled tools to implement client recommendations through both discretionary and non-discretionary management approaches.

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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Zachary D

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Zachary Deppen is a financial advisor at Voya Financial Advisors, Inc. in Columbus, Ohio, holding the Series 66 designation with two years of industry experience. Prior to his advisory role, he worked at Voya and has been employed as an order selector at Aldi Distribution Center since 2021. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients through a large network of advisors. The firm combines in-house and third-party strategies with technology-enabled tools to implement both discretionary and non-discretionary 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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Jason Q

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Jason Quintus is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and is also involved with The Verdi Group, a financial services and insurance business, since 2008. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate providing financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-driven tools to implement client-centered strategies, often through primarily non-discretionary accounts.

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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George A

Series 63, Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

George Ade is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He previously worked at Edward Jones from 2008 to 2011. Outside of advising, he operates as an independent insurance agent specializing in fixed insurance products and manages a sole proprietorship to administer self-employed benefits. VOYA Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients, providing financial planning, portfolio management, and retirement advisory services. The firm employs a combination of in-house and external strategies, model portfolios, and technology-enabled tools to deliver investment advice through a large network of 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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Scott G

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Scott Golding is a financial advisor at Voya Financial Advisors, Inc. with 22 years of industry experience. He holds the Series 66 designation and has been with Voya Financial Advisors since 2014. Golding also has a longstanding role with The Verdi Group and has prior experience at Ameriprise. Outside of his advisory work, he coaches youth basketball and assists with his son’s travel baseball team. Voya Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, unified managed accounts, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm emphasizes client relationships structured around investment policy statements and model portfolios, combining in-house and external strategists with technology-enabled tools to implement recommendations.

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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Tracy M

Series 63, Series 65

Columbus, OH

VOYA Financial Advisors, Inc.

Tracy Miller is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH. She holds Series 63 and Series 65 designations and has 11 years of industry experience. Miller has been with Voya Financial Advisors since 2012 and previously worked at Philip Neibert within the same firm. Outside of advising, she is a licensed Notary Public and an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver personalized investment recommendations, operating primarily through non-discretionary client relationships.

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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Brandon S

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Brandon Salyers is a Series 66-licensed financial advisor with over 21 years of industry experience. He is currently with Voya Financial Advisors, Inc., where he has worked since 2014, following a tenure at Fifth Third Securities beginning in 2003. Outside of his advisory work, Salyers is involved in coaching varsity baseball at Xenia Community Schools. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides financial planning, portfolio management, and retirement advisory services through a combination of in-house and third-party strategies, emphasizing client engagement in investment decisions.

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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Gregory S

Series 63, Series 65

Columbus, OH

VOYA Financial Advisors, Inc.

Gregory Springfield is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with VOYA Financial Advisors since 2014 and previously spent 12 years at Valic Financial Advisors. VOYA Financial Advisors, Inc. is an enterprise-scale firm that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to offer both discretionary and non-discretionary investment management through a broad product shelf.

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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Matthew C

Series 63, Series 65

Columbus, OH

VOYA Financial Advisors, Inc.

Matthew Carter is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at VOYA since 2014 and has a long tenure with Aetna Financial Services and its affiliated entities beginning in 1995. Outside of his advisory role, he is an independent insurance agent. VOYA Financial Advisors is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm uses investment policy statements and model portfolios, combining internal and external strategists with technology-enabled tools, to provide services including financial planning, portfolio management, and retirement advisory programs.

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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Benjamin S

Columbus, OH

VOYA Financial Advisors, Inc.

Benjamin Smith is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding 18 years of industry experience. He has worked at VOYA since 2014 and previously spent six years at R.A. Croucher & Associates. In addition to his advisory role, Smith operates as an independent insurance agent selling fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, unified managed account and wrap programs, third-party money manager access, and retirement-plan advisory services. The firm serves individuals, pension and profit-sharing plans, charities, and corporate clients, combining in-house and external strategists with technology-enabled tools to implement client-directed investment strategies.

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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Rebecca R

CFP®, Series 63, Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Rebecca Ruvolo is a CFP® professional with 18 years of experience in financial planning and investment management. She is currently affiliated with VOYA Financial Advisors, Inc. and operates Ruvolo Wealth Management, providing comprehensive retirement planning and portfolio management services. Prior to this, she held positions at Schwab Wealth Advisory, Charles Schwab & Co., and Scottrade. She also works as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement advisory services. The firm employs a range of investment approaches, combining in-house and external strategies, with many client relationships managed on a non-discretionary basis.

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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Jason D

Series 63

Columbus, OH

VOYA Financial Advisors, Inc.

Jason Dubeansky is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and bringing 21 years of industry experience. He has been with VOYA Financial Advisors since 2014 and is also associated with The Verdi Group since 2006. Outside of advising, he is an author of short stories and involved in coordinating art, publishing, and distribution. VOYA Financial Advisors, Inc. serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement advisory services. The firm combines in-house and third-party strategies with technology-enabled tools, structuring client relationships around investment policy statements and model allocations across a broad product shelf.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
user avatar

James B

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

James Browning is a financial advisor at VOYA Financial Advisors, Inc. with 27 years of industry experience and holds a Series 66 credential. His career includes roles at Voya Financial Partners, LLC and Ascent Financial Partners. Outside of advising, he serves as a poll worker for the Delaware County Board of Elections and is a partner at J3, LLC. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs investment policy statements and model allocations, combining in-house and external strategists with technology-enabled tools to manage both discretionary and non-discretionary accounts.

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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