Thomas Colby Cantrell

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.

Jonathan Renner is a CFP® and holds a Series 66 license with seven years of industry experience. He currently works at Belleau Wood Partners LLC and has prior experience with Merrill Lynch. Belleau Wood Partners LLC is an SEC-registered adviser providing ongoing portfolio management and standalone financial planning services to individuals, high-net-worth clients, and business entities. The firm emphasizes client-tailored portfolios with written Investment Policy Statements and employs a range of analytic methods, including fundamental, quantitative, and technical analysis.

Jonathan Taylor is a financial advisor with Patriot Asset Advisors, LLC, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He previously worked at Summit Brokerage Services from 2015 to 2018. Taylor also provides life insurance as part of his financial planning services. Patriot Asset Advisors offers investment advisory and financial planning services to individual and high-net-worth clients, featuring a value-oriented investment approach, a proprietary concentrated equity model, and the use of derivatives and option strategies within managed accounts. The firm also conducts educational seminars and workshops for the public and various organizations.

Michael Allman is a financial advisor at Patriot Asset Advisors, LLC with one year of industry experience. He holds Series 65 and Series 66 credentials. Prior to his advisory role, he worked for Discover Financial Services for six years and has been a distribution supervisor at Victoria's Secret since 2022. Patriot Asset Advisors serves individual and high-net-worth clients with investment advisory and financial planning services, employing a value-oriented approach that includes portfolio management, model allocation strategies, and a proprietary concentrated equity model. The firm also offers educational seminars and incorporates derivatives and option strategies in separately managed accounts.

Joshua Dandurand is a financial advisor at Walden Financial with 12 years of industry experience. He holds the Series 66 designation and previously worked at FSC Securities Corporation from 2013 to 2022 before founding Dandurand Financial Partners, LLC. Walden Financial provides investment management, financial planning, retirement consulting, and financial coaching to individual clients, pension plans, charitable organizations, and businesses. The firm combines Modern Portfolio Theory with passive and active strategies, incorporating both fundamental and technical analysis, and offers customizable portfolios including ESG criteria.

James Noxon is a Series 65 licensed financial advisor with The Retirement Specialist of Central Ohio. He has held prior roles at Aetna and operated Noxon Financial LLC, as well as experience running a window cleaning business and multiple self-employed ventures. The Retirement Specialist of Central Ohio serves individual and high-net-worth clients, self-employed individuals, and small business owners, providing discretionary portfolio management, financial planning, and subscription services integrated with an online planning platform. The firm focuses on developing personalized investment policies using fundamental analysis tailored to client goals, time horizons, and risk tolerance.