Calisto Reghi is a Series 65-registered advisor with one year of industry experience, currently serving at Peak Retirement Planning, Inc. in Columbus, OH. His prior roles include positions at Corient, UBS Financial Services, Hooley House, and Bar Louie. He has also been affiliated with The Ohio State University since 2021. Peak Retirement Planning serves individual and high-net-worth clients by providing discretionary investment management, financial planning consulting, and related services. The firm offers access to an in-house CPA for tax preparation and uses an estate-planning software platform, tailoring advice based on client objectives, risk tolerance, and time horizon.

Kurt Grove is a CFA® charterholder at SWS Partners, LLC with six years at the firm and four years of industry experience. He previously worked five years at the Ohio Public Employee Retirement System. SWS Partners manages approximately $442.6 million in assets with a five-person advisory team, providing discretionary investment management, financial planning, outsourced CIO, and multi-family office services to a range of clients including high-net-worth individuals, family offices, pension plans, and charitable organizations. The firm employs a blend of passive asset-class exposures and fundamental active selection, managing portfolios on a discretionary basis while offering proprietary model portfolios and access to alternative investments.

Alexis Mitchell is a financial advisor at Golden Reserve Retirement, LLC in Dublin, OH, with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at PFS Investments Inc., Primerica Financial Services, Herbalife Nutrition, BDO USA, and Lake Erie College. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on tailored advice with an emphasis on long-term trading and diversification through passive, low-cost investments. The firm offers integrated estate-planning and tax services as part of a negotiated fixed annual fee structure.

Mark Palmer is a financial advisor with The Joseph Group Capital Management in Columbus, Ohio, holding 26 years of industry experience. He has been with The Joseph Group since 1999. Palmer serves as the chair of the Investment Committee on the Ohio Bureau of Workers' Compensation Board of Directors, where he is one of two members with expertise in investments and securities. The Joseph Group Capital Management provides discretionary investment management and financial planning to individuals, families, trusts, charities, and businesses, as well as consulting to retirement plan sponsors on investment platforms and fiduciary matters. The firm employs a strategy-based approach tailored to client goals and emphasizes client communications and education through regular market analyses and portfolio reporting.

Jane Callahan is a financial advisor at Frazier Financial Advisors, LLC with 30 years of industry experience. She has worked at Frazier Financial Advisors since 1993 and was affiliated with Triad Advisors, Inc. from 2004 to 2022. In addition to her advisory role, she is a registered representative with Private Client Services, a diversified financial services company. Frazier Financial Advisors provides advisory services to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and business entities. The firm offers tailored portfolio management and comprehensive financial planning, integrating wealth planning aspects such as estate and tax planning, and provides in-house accounting and tax preparation services.

Clayton Hall is a financial advisor with Windsor Advisory Group, LLC in Columbus, Ohio, holding Series 63 and Series 65 licenses. He has 18 years of industry experience, including four years at J.P. Morgan Investment Management Inc. prior to joining Windsor Advisory Group in 2017. Windsor Advisory Group serves ultra-high net worth individuals, families, and their related entities by providing discretionary portfolio management, financial planning, and family office services. The firm emphasizes customized investment plans implemented across public and private markets, including private equity and hedge funds, and manages pooled private investment vehicles in a distinctive structure uncommon among multi-team firms.

Ralph Antolino Jr. is a financial advisor at ANTOLINO Wealth Advisors with 42 years of industry experience. He holds a Series 63 designation and has worked at Kestra Investment Services, LLC since 2016. In addition to his financial advisory work, he is a licensed attorney and serves as a director of The Carmella Foundation, Inc., a charitable organization. ANTOLINO Wealth Advisors provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a multi-dimensional asset allocation approach known as the ABC’s of Cashflow™, offering customized portfolio management and ongoing planning through its UltraVision System® and UltraVision Club™ membership tiers.

Alec Schrock is a Series 65-licensed advisor at Peak Retirement Planning, Inc. in Columbus, Ohio, with one year of industry experience. Prior to joining Peak, he held roles in education at Jonathan Alder Local School District and Taylor University. Peak Retirement Planning serves individual and high-net-worth clients by providing discretionary investment management, financial planning consulting, and related services. The firm employs a tailored investment approach based on client objectives, time horizon, and risk tolerance, and offers additional support through an in-house CPA and estate planning assistance.

Joshua Colwill is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Golden Reserve Retirement, LLC. Prior to joining Golden Reserve, he worked at Northwestern Mutual and U.S. Bank. He is also a licensed insurance agent through Golden Reserve, LLC, involved in the recommendation and sale of insurance products and fixed annuities. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing a long-term, predominantly passive investment approach based on modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities and maintains formal affiliations with a law firm and tax affiliate as part of its advisory package.

Morgan Somers is a Series 66-licensed financial advisor at TCP Asset Management, LLC with one year of industry experience. Prior to joining TCP, Morgan worked in various roles outside the financial sector including positions at Oakland Nursery and Kayne Law Group. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans with portfolio management, financial planning, pension consulting, and estate-planning referrals delivered through a digital platform. The firm manages over $1 billion in assets across 11 offices with a 25-advisor team, utilizing multiple sub-advisers and model providers to tailor discretionary portfolio solutions.

Jonathan Bailey is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He has been with The Joseph Group Capital Management since 2025, following an 11-year tenure at rebel Financial, LLC. The Joseph Group Capital Management provides discretionary investment management and financial planning services to individuals, families, trusts, charities, and businesses, as well as consulting for retirement plan sponsors. The firm’s investment approach includes several named strategies tailored to client goals, supported by weekly market analysis and a focus on client communications and educational materials.

Benjamin Melnick is a financial advisor at Meyers Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has been with Meyers Wealth Management since 2017, following a year at Wells Fargo Clearing. Meyers Wealth Management is a family-owned, SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and other entities. The firm offers discretionary and non-discretionary portfolio management along with financial and estate planning, employing tactical asset allocation and value-oriented strategies.

Alyse Breidenbach is a financial advisor with TCP Asset Management, LLC, holding a Series 63 designation and 12 years of industry experience. She has worked at multiple firms including United Planners Financial Services of America and Forester Financial Services. Outside of her advisory role, she has been involved with businesses such as 614 Fitness and Door Dash. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans, providing portfolio management, financial planning, pension consulting, and estate-planning referrals through a digital platform. The firm manages over $1 billion in assets across 11 offices with a 25-advisor team and employs multiple sub-advisers and model providers to tailor investment strategies to client goals.

Corey Jordison is a Series 65-licensed advisor at Peak Retirement Planning, Inc. in Columbus, OH, with one year of industry experience. Prior to joining the firm, he held roles at Worldwide Express, Milwaukee Tool, and TechTronic Industries. Peak Retirement Planning serves individual and high-net-worth clients by providing discretionary investment management, financial planning consulting, and related services. The firm offers access to an in-house CPA for tax services and utilizes a third-party platform for estate planning, tailoring advice to clients' objectives, time horizons, and risk tolerance.

Brian Houts is a CFP® with 15 years of industry experience, currently serving at Frazier Financial Advisors, LLC. His prior roles include positions at PNC Wealth Management and Triad Advisors. He is a board member and director of sponsorships for the Central Chapter of the Financial Planning Association. Frazier Financial Advisors, LLC provides advisory services to individuals, including high-net-worth clients, as well as institutions such as pension plans, trusts, and charitable organizations. The firm integrates wealth planning with portfolio management, employing a variety of investment strategies and also offering in-house accounting and tax preparation services.

Barry Jamieson is a CFP® with nine years of industry experience, currently serving as an advisor at rebel Financial, LLC. He previously worked at CMP Financial Planning for eight years before joining rebel Financial in 2022. rebel Financial, LLC serves individual and high-net-worth investors, pension and profit-sharing plans, and corporate clients, offering customized portfolio management, comprehensive financial planning, investment management, and insurance solutions. The firm combines fundamental and technical analysis with modern portfolio theory and provides additional services such as tax preparation, bookkeeping, and payroll.

Colin White is a CFA® charterholder with two years of experience at Frazier Financial Advisors, LLC in Columbus, OH. Prior to joining Frazier Financial Advisors, he worked at Otterbein University and Miami University and was involved with AcesDiving LLC. Frazier Financial Advisors serves individuals, trusts, pension plans, and businesses by providing portfolio management, financial planning, and ERISA plan investment management. The firm integrates wealth planning with investment strategies that include fundamental and technical analysis, supported by in-house accounting and tax preparation services.

Austin Altenburg is a financial advisor with Gryphon Financial Partners in Columbus, OH, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch Pierce, Fenner & Smith. He also engages in insurance sales, providing various insurance products to clients. Gryphon Financial Partners offers 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 and provides both discretionary investment management and consulting, with specialties in family business sales, retirement and legacy planning, and family office services.

Todd Walter is a CFP® and Series 65-registered advisor with The Joseph Group Capital Management in Columbus, OH, where he has worked since 2009. He has 21 years of industry experience. The Joseph Group Capital Management provides discretionary investment management and financial planning services to individuals, families, trusts, charities, and businesses, as well as consulting for retirement plan sponsors. The firm’s investment process involves aligning client goals with named strategies and includes a weekly Investment Team Market Health Analysis to guide portfolio decisions.

Christopher Bartkowski is a financial advisor at Summit Financial Strategies Inc. He holds the CFP®, CFA®, and Series 65 credentials and has five years of industry experience. His prior roles include positions at Corient, Budros, Ruhlin & Roe, Squire Patton Boggs, and Bloomberg BNA. Summit Financial Strategies serves individuals across wealth levels, as well as business entities, trusts, estates, and charitable organizations, offering a range of advisory and planning services. The firm constructs diversified portfolios using multiple asset classes and employs third-party technology platforms to enhance portfolio management, including tax-efficient strategies and managed held-away account services.