Joshua Dandurand

Thomas Cantrell is the sole advisor at The Retirement Specialist of Central Ohio, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with his current firm since 2014 and is also involved in several related business activities, including ownership of Senior Services Inc, which focuses on life insurance and fixed annuity sales. The Retirement Specialist of Central Ohio serves individual clients, including high-net-worth individuals and small business owners, offering tailored financial planning and portfolio services. The firm combines written financial plans with an online aggregation platform and subscription-based wealth management, managing approximately $13.6 million in discretionary assets as of December 31, 2024.

Brian Vanwinkle is a financial advisor with Van Winkle Wealth Management Group LLC in Newark, Ohio. He holds a Series 63 designation and has 32 years of industry experience, including over two decades at Syndicated Capital, Inc. Outside of his advisory role, he is a part owner of Bravo Holdings, LLC, a partnership focused on acquiring investment real estate. Van Winkle Wealth Management Group provides investment advisory and financial planning services primarily to individual clients, as well as pension and profit-sharing plan sponsors and participants. The firm uses model portfolios combined with fundamental and technical analysis to tailor strategies to client objectives, managing approximately 400 client relationships and about $114 million in assets.

Elizabeth Caldwell is a CFP® professional with 19 years of experience in financial planning. She has been with Welsh Hills Financial Services, LLC since 2007. The firm provides personalized, fee-only financial planning and investment management primarily to middle-income individuals and small businesses. Welsh Hills emphasizes comprehensive planning across multiple financial areas and operates on a non-discretionary basis, using a retainer and project fee model rather than asset-based fees.

Jonathan Taylor is a financial advisor at Patriot Asset Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Summit Brokerage Services. He also maintains a life insurance producer role, integrating life insurance into financial planning for clients. Patriot Asset Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, utilizing a value-oriented approach with strategic and tactical asset allocation models. The firm offers a proprietary concentrated equity portfolio, employs derivatives and option strategies within managed accounts, and conducts public educational seminars and workshops.

Aaron Green is a financial advisor at Kennon-Green & Co. in New Albany, Ohio, holding a Series 65 designation with nine years of industry experience. He has been with Kennon-Green & Company, LLC since 2015 and previously held roles at Kennon-Green Enterprises, Mount Olympus Awards, and About.com. He and his spouse, Joshua A. Kennon, jointly manage a special purpose real estate holding company related to their firm’s headquarters. Kennon-Green & Co. is a fee-only, SEC-registered investment adviser serving affluent individuals, families, trusts, donor-advised funds, and institutional clients. The firm offers discretionary, customized portfolio management based on a long-term value-investing philosophy, incorporating strategies such as value, high-dividend, defensive balanced, passive, and fixed income, with selective use of derivatives and performance-based fee arrangements for qualified clients.

Joshua Kennon is a financial advisor at Kennon-Green & Co. with nine years of industry experience. He holds a Series 65 designation and has been with Kennon-Green & Company, LLC since 2015. His prior work includes roles at Kennon-Green Enterprises, Mount Olympus Awards, and About.com. Kennon-Green & Co. is a fee-only, SEC-registered investment adviser serving affluent individuals, families, trusts, donor-advised funds, and institutional clients. The firm employs a long-term value-investing approach and offers discretionary, customized portfolio management with a notable use of derivatives and performance-based fee arrangements in select cases.