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Angela Howard

Advisor at National Wealth Management Group, LLC

Updated today
National Wealth Management Group, LLC logo

Firm

National Wealth Management Group, LLC

Location

Centerburg, OH

Credentials

Series 63, Series 65

Industry experience

17 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly consulting

Fee options

Percentage

$0+: Up to 3.0% annually (negotiable, maximum) $0+: Up to 2.25% annually (Strategic Wealth Management Program maximum) $0+: LPL Financial Sponsored Advisory Programs (maximum annual advisory fees plus manager fees, total up to 2.25%): - Manager Access Select (MAS): 1.65% advisory fee + 0.60% manager fee - Optimum Market Portfolios Program (OMP): 2.25% advisory fee (no manager fee) - Personal Wealth Portfolios Program (PWP): 1.65% advisory fee + 0.60% manager fee - Model Wealth Portfolios Program (MWP): 1.65% advisory fee + 0.60% manager fee - Guided Wealth Portfolios (GWP): 1.00% advisory fee + 0.35% LPL program fee (total 1.35%)

Commissions

Commissions on insurance products sold through affiliated IARs registered with broker-dealers (not advisory fees).

Project-based

Hourly consulting fees are negotiable and detailed in the client agreement.

Other

Account minimum: $15,000 Fee-only: Hourly consulting services with negotiable fees detailed in client agreement.

Work history

National Wealth Management Group, LLC

2016 - Present (10 years)

LPl Financial LLC

2008 - Present (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Kevin O

CFP®, Series 63, Series 65

Columbus, OH

Fidelity

Kevin O'Callahan is a Financial Consultant at Fidelity Investments, where he has worked since 2025. He specializes in partnering with individuals and families to develop and maintain comprehensive financial plans tailored to their goals. His experience includes roles as Investment Consultant, Planning Consultant, and Financial Representative at Fidelity Investments from 2022 to 2025, and as a Registered Representative at New York Life from 2021 to 2022. Kevin's professional background reflects a focus on financial planning and investment consulting. Outside of his professional work, Kevin has interests in baseball, fitness, football, and golf.

General retirement planning Wealth management

Jacob B

CFP®, Series 66

Mount Vernon, OH

Edward Jones

Retirement income strategy General estate planning guidance Wealth management

Max W

Series 63, Series 65

Westerville, OH

Fidelity

Max Weston is a Financial Consultant currently with Fidelity Investments, where he has been serving since 2021. He brings over a decade of experience in financial services, having held several roles including Officer and Preferred Relationship Manager at Fifth Third Bank from 2019 to 2021. Prior to that, he worked as a Licensed Banker II and Personal Banker II at Fifth Third Bank between 2016 and 2019, and as a Branch Financial Consultant at PNC Bank from 2014 to 2016. Max holds an Arkansas Insurance License, which complements his expertise in providing comprehensive financial planning. He emphasizes collaborative planning with individuals and families to reduce financial stress and create clear financial direction. Outside of his professional life, Max spends time with his wife and two young sons, engaging in activities such as outdoor adventures, attending sporting events in Columbus, and socializing with friends. His personal interests include family activities, golf, snowboarding, and soccer.

General retirement planning Income planning Young Families

Thomas C

Series 63, Series 66

Westerville, OH

Fidelity

Thomas Cox is a Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity for over a decade, beginning his career there in 2011 and progressing through various positions including Investment Consultant, Workplace Planning Consultant, High Net Worth Associate, and Financial Service Representative. He holds a Certified Financial Planning certificate, an MBA from the University of Cincinnati, and Life and Health Insurance licenses. These credentials support his ability to provide appropriate financial solutions tailored to clients' unique goals. Thomas collaborates with clients to develop strategies that align with their individual financial objectives. Outside of his professional work, Thomas is a father of two and has been married for seven years. His personal interests include fitness, football, hiking, parenthood, running, and soccer.

Wealth management Cash flow / budgeting Life insurance needs analysis Parents Established Professionals

Justin P

Series 66

Marengo, OH

Fidelity

Justin Parisi is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has 16 years of experience in the financial services industry, working with a diverse client base including families, non-profits, endowments, and corporations. Throughout his career, he has held roles such as Senior Financial Consultant for high net worth families and endowments at Manning & Napier Advisors, Senior Financial Consultant at TD Ameritrade, and Regional Internal Consultant for retirement plans at Mutual of Omaha and Nationwide Financial. Justin's experience encompasses complex financial situations requiring customized approaches. Outside of his professional responsibilities, he enjoys boating, camping, cars, comedy, family activities, and volunteering. He is also pursuing his Private Pilot's license.

Wealth management Retirement income strategy Annuities General retirement planning

Kelsey B

Series 66

Sunbury, OH

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management
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