Ian Erdman is a CFP® with 10 years of experience in the financial industry, currently serving at ANTOLINO Wealth Advisors. His prior roles include positions at Nationwide Financial and Kestra Investment Services. Outside of his advisory work, he also works as a part-time rideshare driver. ANTOLINO Wealth Advisors provides financial planning and investment management to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a multi-dimensional asset allocation approach called the ABC’s of Cashflow™, offering customized portfolios and ongoing planning supported by proprietary systems such as the UltraVision System® and UltraVision Club™ membership tiers.

Patrick Finneran is a financial advisor at The Joseph Group Capital Management with 13 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Facet Wealth and Hamilton Capital Management, Inc. The Joseph Group Capital Management is an SEC-registered advisory team providing discretionary portfolio management and financial planning to individuals, high-net-worth households, and retirement plan sponsors. The firm employs a purpose- and goal-based investment process, offering specialty strategies such as a regional Home Grown stock portfolio and Direct Indexing via a sub-adviser, supported by a multi-credentialed investment team.

Robert Upton is a CFA® charterholder with 21 years of industry experience, currently serving at The Joseph Group Capital Management. He has been with the firm since 2004 and also founded Upton Financial Education, where he develops CFA and FRM study materials as an independent contractor with the Schweser Study Program. His work in financial education dates back to 2001. The Joseph Group Capital Management provides discretionary investment management and financial planning services to individuals, families, trusts, charities, and businesses, along with consulting for retirement plan sponsors. The firm’s investment approach includes client-specific strategies and emphasizes regular communication and educational materials, featuring a distinctive regionally concentrated stock portfolio option.

Jonathan Roby is a CFP® at Asendo Wealth Advisory in Columbus, Ohio, with five years of industry experience. He previously worked at S G Capital LLC for three years before joining TSG Advice Partners, LLC. Jonathan is part of a team of ten advisors at Asendo Wealth Advisory. Asendo Wealth Advisory offers financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs an institutional modeling system to create ETF-centric portfolios across various risk profiles and incorporates strategies such as options, inverse ETFs, alternative investments, and third-party managers.

Joshua Frazier is a financial advisor at Frazier Financial Advisors, LLC with 17 years of industry experience. He has worked with Triad Advisors, Inc. for 13 years and has been with Frazier Financial Advisors since 2007. Outside of advising, he is involved with Historic Dublin Restaurants, an unrelated business venture. Frazier Financial Advisors, LLC is a registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.16 billion in assets and offers investment management, financial planning, and ERISA fiduciary services, employing a mix of fundamental and technical analysis, model portfolios, and third-party managers. The firm also provides accounting and tax preparation services as part of its practice.

Franco Iozzo is a financial advisor at rebel Financial, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade and Kansas Global Trade Services. He is also affiliated with North Carolina State University. rebel Financial serves individual and high-net-worth investors, pension and profit-sharing plans, and corporate clients by providing customized portfolio management, financial planning, investment management, and insurance solutions. The firm integrates fundamental and technical analysis with modern portfolio theory and offers unique service tiers and accounting services alongside traditional advisory programs.

Kevin Vannatta is a CFP® professional with six years of industry experience. He has been with G2 Capital Management, LLC since 2020 and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He is based in Columbus, OH. G2 Capital Management is an SEC-registered advisory firm managing approximately $596 million for around 100 clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm uses a proprietary rules-based investment process focused on low-cost mutual funds and ETFs, supplemented by individual securities as needed, and offers private capital market investments and family-office advisory services.

Paul Geiger is a financial advisor at Windsor Advisory Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Meeder Investment Management, FTJ FundChoice LLC, and Fidelity Brokerage Services LLC. Windsor Advisory Group provides family office and wealth advisory services primarily to high net worth individuals, families, and family offices, as well as trusts, corporations, and charitable entities. The firm offers comprehensive financial consulting and portfolio management, emphasizing individualized cash flow and investment plans implemented across both public and private markets.

Ian Hundley is a CFP® professional with six years of industry experience, currently serving as an advisor at Gryphon Financial Partners. Prior to joining Gryphon in 2024, he spent 12 years with Fifth Third Securities. Outside of his advisory role, Hundley is a minority owner and board member of BECTIN Holdings, Inc., a FedEx long-haul trucking contractor. Gryphon Financial Partners provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm employs an active, diversified “total portfolio” approach and manages both discretionary and non-discretionary strategies, with specialties in family business sales, retirement, legacy planning, and private investment vehicles.

Blake Farmer is a financial advisor with Asendo Wealth Advisory in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes roles at TSG Advice Partners, Ameriprise Financial Services, and Morgan Stanley. Asendo Wealth Advisory offers financial planning, consulting, investment, and wealth management services to individuals, trusts, business entities, and charitable organizations. The firm utilizes an institutional modeling system to construct ETF-focused portfolios across various risk profiles and incorporates options, alternative investments, and third-party managers as appropriate.

Harry Dye III is a financial advisor at Windsor Advisory Group, LLC in Columbus, OH, with 8 years of industry experience. He holds the Series 65 designation and has been with Windsor Advisory Group since 2002. Windsor Advisory Group provides family office and wealth advisory services primarily to high net worth individuals, families, and family offices, as well as trusts, corporations, and charitable entities. The firm offers comprehensive financial planning and portfolio management, emphasizing customized investment strategies across public and private markets, including private equity and hedge funds.

Jeffrey Lagusch is a CFP® professional with 28 years of experience in financial advisory. He is a member of Gryphon Normandy Manager, LLC, an affiliated investment-related entity, and has been with Gryphon Financial Partners since 2017. He also manages Greendale Cabin LLC, a property rental business in Logan, Ohio. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm employs an active, diversified “total portfolio” approach, using model portfolios, discretionary and non-discretionary management, and manages affiliated private investment vehicles for suitable clients.

Dominic Garris is a Series 65-licensed advisor at Peak Retirement Planning, Inc. in Columbus, OH, with three years of industry experience. He has been with Peak since 2022 and operates an e-commerce retail business through DGARRIS ENTERPRISES, LLC. Prior to his current roles, he was involved with Buckeye Gold Company LLC for eight years. Peak Retirement Planning serves individual and high-net-worth clients with discretionary investment management and financial planning services. The firm offers in-house CPA support for tax preparation and uses an estate-planning software platform to assist clients, tailoring strategies across various investment approaches.

Joseph Reardon is a CFP® with 24 years of industry experience and has been with Summit Financial Strategies Inc since 2008. He holds the Series 63 designation and is based in Columbus, OH. Summit Financial Strategies serves individuals, business entities, trusts, estates, and charitable organizations, offering advisory services that include investment management, financial planning, tax planning, and retirement plan services. The firm constructs diversified portfolios emphasizing long-term allocations and employs third-party platforms for account aggregation, tax-efficient asset location, and opportunistic rebalancing, while maintaining a fiduciary fee-only model.

Jeffrey Cone is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He is currently with BEAM Wealth Advisors, Inc. and has held prior roles at Benedetti, Gucer & Associates, Comprehensive Wealth Partners, Ameriprise Financial Services, STRS Ohio, and the Office of the Comptroller of the Currency. BEAM Wealth Advisors serves individuals—including high-net-worth clients—as well as pension plans, trusts, estates, charities, and businesses. The firm offers comprehensive financial planning, investment management, and retirement plan consulting, employing asset allocation and diversification strategies grounded in Modern and Post-Modern Portfolio Theory.

Jacob Chockran is a financial advisor with Windsor Advisory Group, LLC in Columbus, OH. He holds a Series 65 designation and has three years of industry experience. He has been with Windsor Advisory Group since 2016. Windsor Advisory Group serves ultra-high net worth individuals and families, providing customized advisory services including portfolio management, financial planning, and family office functions. The firm offers a broad range of investment solutions across public and private markets and also manages pooled private investment vehicles, typically working with clients who have investable assets of $20 million or more.

Scott Rendle Jr. is a CFP® professional with 23 years of industry experience, currently serving at Waller Financial Planning Group, Inc. in Columbus, OH, where he has worked since 2008. He holds the Series 63 designation and is part of a team of 11 advisors at the firm. Waller Financial Planning Group serves individual investors, pension and profit-sharing plans, and charitable organizations by providing investment management and written financial planning. The firm uses a customized approach with investment policy statements and a mix of ETFs and mutual funds, managing accounts primarily on a discretionary basis with regular monitoring and client reporting.

Benjamin Hartings is a CFP® with seven years of industry experience, currently serving as an advisor at Trinity Financial Advisors LLC since 2018. He previously worked at SDG Reserve, Inc. and First Merchants Corporation. Hartings holds Series 63 and Series 65 licenses. Trinity Financial Advisors LLC is a fee-only, SEC-registered advisory firm managing approximately $580 million for about 200 individual and high-net-worth clients. The firm provides customized asset allocation and financial planning services, utilizing a range of investment strategies and platforms to meet client objectives.

Joel Guth is a financial advisor with Gryphon Financial Partners in Columbus, OH, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Hightower Advisors and Hightower Securities, LLC. Guth also serves as President and Manager of several affiliated investment entities related to Gryphon Financial Partners. Gryphon Financial Partners provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporations. The firm employs an active, diversified “total portfolio” approach and manages affiliated private investment vehicles alongside third-party money managers.

Summer Anderson is a CFP® professional with nine years of experience at Summit Financial Strategies Inc in Columbus, OH. She has worked at Summit since 2015 and was previously affiliated with The Ohio State University from 2013 to 2017. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory, wealth management, standalone financial and tax planning, and discretionary portfolio management with a range of investment strategies and tools.