Jeffrey Foster is a CFP® with 21 years of industry experience and has been with Retirement Strategies, Ltd. since 2008. He holds a Series 63 license and is based in Dublin, Ohio. Outside of his advisory role, he is a passive partner in RS Tax and Accounting Services, LLC, a tax and accounting firm managed by an active partner. Retirement Strategies, Ltd. serves individuals, including high-net-worth clients, and pension/profit-sharing plans by providing portfolio management, financial planning, consulting, and employer savings-plan monitoring. The firm offers regular newsletters, educational seminars, and uses client-facing planning software to support comprehensive financial planning.

James Lindner is a CFP® and ChFC® with 32 years of industry experience, currently serving at Retirement Strategies, Ltd. He has held roles at Private Client Services and Purshe Kaplan Sterling Investments, among others. Outside of advising, Lindner is the founder and president of Capital City Young Aviators, a nonprofit that mentors at-risk youth through aviation programs, and he also serves as president and co-founder of the Central Ohio Professional Education Council, which provides free financial education workshops. Retirement Strategies, Ltd. provides comprehensive financial planning, portfolio management, and consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes tailored investment strategies using ETFs, mutual funds, stocks, and bonds, supplemented by newsletters, educational seminars, and client-facing planning software.

Nicholas Leeper is an advisor at Retirement Strategies, Ltd. in Dublin, OH, holding Series 65 and Series 66 credentials. He has experience working at Baker Hughes and managing Leeper Farms alongside his advisory role. Retirement Strategies, Ltd. serves individuals, including high-net-worth clients, and retirement plan sponsors, providing portfolio management, financial planning, and consulting services. The firm incorporates both fundamental and technical analysis in its investment approach and offers employee-focused educational seminars.

Jerry Snyder is a CFP® with 41 years of industry experience, currently serving at Retirement Strategies, Ltd. in Dublin, Ohio since 2003. He holds the Series 63 designation and participates as a board member and secretary of the Central Ohio Professional Education Council, a nonprofit organization offering community educational opportunities. Retirement Strategies, Ltd. provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes client-tailored advisory work supported by planning software, regular portfolio reviews, and educational resources such as newsletters and seminars.

Nathan Quilter is a financial advisor at Retirement Strategies, Ltd. in Dublin, Ohio, with nine years of industry experience. He holds the Series 65 designation and has worked at Retirement Strategies, Ltd. since 2015, following prior experience at Old Mohawk. He is involved with the Central Ohio Professional Education Council, where he delivers educational presentations on personal finance. Retirement Strategies, Ltd. serves individuals, including high-net-worth clients, and pension/profit-sharing plans by providing portfolio management, financial planning, and consulting services. The firm emphasizes client education through newsletters, seminars, and uses planning software to support comprehensive financial planning.