Anthony Payne is a CFP® professional with nine years of experience in financial advising. He has been with John E. Sestina and Company since 2016. The firm serves individual and high-net-worth clients by providing comprehensive financial planning, portfolio management, retirement plan consulting, and educational workshops. John E. Sestina and Company employs a multi-advisor team of 12 professionals and manages approximately $634 million in discretionary assets, following a long-term, diversified investment approach grounded in modern portfolio theory.

Richard Milliken is a financial advisor with SWS Advisors, Inc. in Columbus, OH, holding a Series 63 designation and 26 years of industry experience. He has been with SWS Advisors since 2013 and also serves as Vice President of Operations for Centerpoint Stewardship, Inc. Outside of his advisory role, Milliken is a licensed insurance agent and registered representative of Omni Financial Securities, Inc. SWS Advisors, Inc. manages approximately $50.6 million in discretionary assets for individuals, corporations, businesses, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and hourly or project-based advice, using both fundamental and technical analysis with tailored investment strategies.

Bruce Mizer is a Series 65-licensed financial advisor with 24 years of industry experience. He has been with The Joseph Group Capital Management in Columbus, OH since 2011. The Joseph Group Capital Management provides discretionary investment management and financial planning services to individuals, families, trusts, charities, businesses, and retirement plan sponsors. The firm’s investment approach includes multiple named strategies tailored to client goals, an internal Investment Team that meets weekly for market analysis, and a focus on client communications and educational materials.

Meghan Mader is a Certified Financial Planner™ with 21 years of industry experience. She is currently with Asendo Wealth Advisory and has previously worked at TSG Advice Partners, Collaborative Financial Partners, and Ameriprise Financial Services. Asendo Wealth Advisory offers financial planning, investment management, and consulting services to individuals, trusts, charitable organizations, and business entities. The firm employs an institutional modeling system with ETF-centric portfolios and incorporates strategies such as options, inverse ETFs, and third-party managers, while also providing in-house tax preparation and retirement plan consulting.

Austen Harrison is a CFP® professional with seven years of experience at Summit Financial Strategies Inc. He has worked at Summit continuously since 2015. 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, and separate financial and tax planning services, employing both discretionary and non-discretionary portfolio management with a focus on long-term strategies.

Welcome and thank you for taking a moment to read more about Bolt Financial Group and Shaun Carney, CFP®! Shaun Carney is the Co-Founder of Bolt Financial Group, a CERTIFIED FINANCIAL PLANNERTM and serves as the firm’s Wealth Advisor. Shaun has over seven years of experience in the financial services industry. Responsible for establishing and maintaining client relationships, Shaun finds immense satisfaction in helping individuals better prepare for retirement. Prior to forming his own firm, Shaun served in the United States Air Force and worked with Edward Jones. After earning his Master of Science degree in Cost Analysis, Shaun went on to obtain his CFP(R), Series 7 and 66 securities licenses. As a member of the Air Force Reserve, Shaun continues to fly C-17s in service to the United States of America. When he isn’t helping people plan for retirement, and piloting C-17s, Shaun is an avid golfer, traveler, husband, and father to three children. Always eager to help others and give back in any way that he can, Shaun regularly volunteers with the Reserve Officers Association and the Knights of Columbus.

Kevin Kale is a financial advisor at SWS Partners, LLC in Columbus, Ohio, holding Series 63 and Series 65 licenses with 18 years of industry experience. His prior roles include positions at Manning & Napier Advisors, Inverness Securities, Ancora Family Wealth Advisors, and US Bank. Outside of finance, Kale is involved in independent film production as a silent investor and producer with multiple film production companies. SWS Partners is a five-person advisory team managing approximately $442.6 million in assets, providing discretionary investment management, financial planning, OCIO, and multi-family office services to individuals, family offices, pension plans, trusts, charitable organizations, and small businesses. The firm combines passive asset allocation with research-driven active selection and offers access to private funds, wrap-fee programs, and alternative investments.

Samuel Nordquist is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 designation with three years of industry experience. Before joining Peak Retirement Planning in 2023, he worked at Republic Services and Chipotle Mexican Grill. He is also licensed as an insurance agent and engages in insurance sales. Peak Retirement Planning serves individual and high-net-worth clients with discretionary investment management and financial planning consulting. The firm offers in-house CPA services and access to estate-planning software, tailoring strategies based on client objectives and risk tolerance while managing approximately $631 million in assets.

David Suchland is a financial advisor at WealthBridge Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Joseph Group Capital Management, Sunset Financial Services, Manning & Napier Advisory Advantage Company, and J.P. Morgan Asset Management. WealthBridge Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management and financial planning. The firm employs a tax-aware investment approach using primarily low-cost ETFs and mutual funds, supplemented by individual securities and independent managers, and offers public educational seminars on financial basics.

Benjamin Murray is a CFP® professional with six years of experience in financial advising, currently serving at Summit Financial Strategies Inc. in Columbus, OH. He has worked at the firm since 2016. Summit Financial Strategies serves individuals, business entities, trusts, estates, and charitable organizations with a range of investment advisory and wealth management services. The firm emphasizes diversified, long-term portfolio allocations and incorporates third-party platforms for account aggregation and tax-efficient strategies, maintaining a fiduciary standard as a fee-only adviser.

Jennifer Poirier is a CFP® professional with three years of industry experience, currently serving at Gryphon Financial Partners in Columbus, OH. She previously worked at PNC Bank for 13 years. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities, serving both non-high-net-worth and high-net-worth clients. The firm focuses on family business sales and exits, succession and legacy planning, and offers discretionary and non-discretionary portfolio management, investment consulting, tax and estate planning, and family office services.

Christen Biddlestone is a financial advisor at Trinity Financial Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Trinity, Christen worked at Maxtown Medical Corp, Nationwide Insurance, and Diamond Hill Capital Management. Trinity Financial Advisors LLC serves individuals and high-net-worth clients, providing business-related financial planning and consulting. The firm manages approximately $670 million across about 208 client relationships, offering customized portfolios and ongoing monitoring through platforms such as eMoney and Addepar.

Daniel Wolford is a CFP® professional with 28 years of industry experience. He is currently with Swisher Financial Concepts, Inc., where he has worked since 2011, and previously spent over two decades at The O.N. Equity Sales Company. Outside of financial advising, he is a 50% member of Kidman, LLC, a real estate ownership entity with his spouse. Swisher Financial Concepts serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations, offering fee-based financial planning, investment management, and pension consulting. The firm employs a combination of fundamental and technical analysis to develop client-specific investment policies and also provides tax-preparation and small-business management consulting services.

Terry Davis Jr. is a CFP® with over 22 years of experience in the financial services industry. He is currently with Gryphon Financial Partners and has prior experience at U.S. Bancorp Investments, U.S. Bank, Merrill, Natcity Investments, and Nationwide. Outside of advising, he is a co-owner of Crossfit Mason and serves on the boards of T1D Warriors and the Warren County Agricultural Society. Gryphon Financial Partners provides investment advisory and financial planning services to a wide range of clients, including individuals, retirement plans, trusts, estates, and corporations. The firm uses an active, diversified investment approach and offers specialized services such as family business succession planning, discretionary portfolio management, and family office services.

Hannah Fitzpatrick is a CFP® professional at Summit Financial Strategies Inc with four years of industry experience. She has been with Summit Financial Strategies since 2016. Summit Financial Strategies serves individuals across wealth levels, business entities, trusts, estates, and charitable organizations with a range of advisory services including discretionary and non-discretionary investment management, financial planning, tax planning, and retirement plan services. The firm emphasizes diversified, long-term portfolios while allowing flexibility for client-directed strategies and employs technology platforms to support tax-efficient asset management and rebalancing.

Joshua Richardson is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 designation with three years of industry experience. Prior to joining Peak in 2023, he worked at Genpact and The Sygma Network. Richardson is also involved in insurance sales, providing various insurance products. Peak Retirement Planning serves individual and high-net-worth clients, offering discretionary investment management, financial planning consulting, and related services. The firm integrates an in-house CPA for tax preparation and employs an estate-planning software platform, tailoring advice to clients’ objectives, time horizon, and risk tolerance.

Adam Fitch is a financial advisor at Balance Wealth with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Bolt Financial Group, RT Specialty, and Northwestern Mutual. Balance Wealth Partners serves individual and high-net-worth clients as well as defined contribution and defined benefit plans, offering discretionary investment management, financial planning, and pension consulting through a team of nine advisors. The firm employs diversified, risk-based portfolios using fundamental analysis, modern portfolio theory, and quantitative approaches, and operates across nine offices with relationships that facilitate brokerage and custody services.

Andrew Gersbach is a financial advisor with Stirlingshire Investments, holding a Series 63 designation and 19 years of industry experience. Prior to joining Stirlingshire in 2024, he worked at Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, The O.N. Equity Sales Company, Ohio National Financial Services, and New York Life Insurance Company. Outside of his advisory role, he owns Uncle Andy's Hot Sauce, a business producing and distributing premium hot sauces. Stirlingshire Investments serves individuals, trusts, and other entities with discretionary portfolio management, financial planning, and IRA rollover advice. The firm customizes portfolios using a broad range of investment instruments and employs various analytical methods to manage client accounts, typically on a discretionary basis.

Nicholas Boyden is a financial advisor with The Joseph Group Capital Management in Columbus, OH, holding Series 63 and Series 65 credentials and with seven years of industry experience. He has worked exclusively at The Joseph Group Capital Management since 2016. The Joseph Group Capital Management is an SEC-registered advisory team managing approximately $1.09 billion in discretionary assets for individuals, high-net-worth households, and retirement plan sponsors. The firm employs a purpose- and goal-based process with multiple core allocation strategies and specialty offerings, supported by a multi-credentialed investment team and unique client engagement practices such as educational seminars and newsletters.

Samuel La Vielle is a CFP® professional at Summit Financial Strategies Inc with four years of industry experience. Prior to his current role, he held positions at Bank of America and Equis Financial. Outside of his advisory work, he serves as an assistant swim coach for Olentangy Orange Schools. Summit Financial Strategies provides investment advisory and wealth management services to individuals, business entities, trusts, estates, and charitable organizations. The firm emphasizes diversified, long-term portfolio allocations while offering discretionary and non-discretionary services, tax planning, and retirement plan management.