Daniel Liss is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at Meeder Advisory Services, Inc. in Dublin, OH, with four years of industry experience. His prior roles include positions at multiple Cetera entities and Root Insurance. Meeder Advisory Services, Inc. provides portfolio management, strategist/sub-advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients through separately managed accounts, model portfolios, and Meeder Investment Portfolios. The firm utilizes proprietary quantitative methodologies and offers tax-aware, age- or risk-based model solutions, often acting as a discretionary manager while providing periodic performance reporting to clients.

Ryan Neff is a Series 65-licensed advisor at Life, Inc. Retirement Services with 12 years of experience in the financial industry. He has been with Life, Inc. Retirement Services since 2014, working as part of a team based in Delaware, Ohio. Life, Inc. Retirement Services provides ongoing portfolio management, financial planning, and pension/401(k) consulting to individuals and employee benefit plans. The firm focuses on retail clients, employing fundamental and quantitative analysis alongside modern portfolio theory within a long-term trading approach.

Troy Oehler is a financial advisor at Meeder Advisory Services, Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of advisory roles, he has experience in the hospitality sector, including positions at Pins Mechanical Company and Scioto Reserve Country Club. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors and participants, and individual investors through separately managed accounts and model/strategist programs. The firm uses quantitative models and an asset-allocation framework to manage portfolios, often employing affiliated Meeder mutual funds and providing services primarily through intermediaries and institutional plan relationships.

Mikel Zeidenstein is a CFA® charterholder with seven years of experience in the financial industry. He is currently with Meeder Advisory Services, Inc. and has held senior investment roles at Shore Morgan Young and Lincoln Investment. Zeidenstein serves as Chief Investment Officer at Private Wealth Strategies, L.L.C., where he is involved in portfolio analysis, trading, and investment committee leadership. Meeder Advisory Services provides portfolio management and fiduciary services to financial intermediaries, retirement plan sponsors, and individual investors. The firm employs quantitative models and asset-allocation frameworks, often using its own mutual funds in separately managed accounts and model portfolios, and primarily works through intermediary and institutional plan relationships.

Curtis Clark is a financial advisor at Capital City Asset Management Group, LLC with 20 years of industry experience. He holds a Series 63 designation and has been a managing partner at The Pension and Retirement Group since 2013. The Pension and Retirement Group focuses on employer retirement plans and insurance services. Capital City Asset Management Group, LLC serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The 11-advisor team provides discretionary investment management and financial planning, constructing customized portfolios using a range of strategies across multiple asset classes tailored to clients’ objectives.

Jeffrey Bell is a financial advisor with Consolidated Financial in Dublin, OH, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Consolidated Financial since 2006. Consolidated Financial Management Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management, financial planning, consulting, and pension/401(k) plan services, utilizing both discretionary and non-discretionary investment strategies.

Dennis Burgess is a CFP® with 41 years of experience in the financial industry. He has been with SWS Advisors, Inc. since 2016 and also maintains a tax-preparation practice during tax season. His background includes self-employment since 1998 and registration with Omni Financial Securities, Inc. SWS Advisors, Inc. is a registered investment adviser serving individuals, corporations, businesses, and charitable organizations. The firm manages approximately $50.6 million in discretionary assets across about 449 client relationships, offering discretionary portfolio management, written financial planning, and hourly or project-based advice tailored to each client’s Investment Policy Statement.

Andrew Potosky is a CFP® professional at PDS Planning Inc. with four years of industry experience. He has worked at PDS Planning since 2018 and previously held roles at Nationwide Investment Services Corporation and Fidelity Investments. PDS Planning Inc. is a fee-only registered investment adviser serving individuals, business entities, pension plans, and charitable organizations. The firm provides customized financial planning and portfolio management, typically develops Investment Policy Statements, and manages diversified portfolios using a variety of asset types, operating under fixed-fee arrangements rather than percentage-of-assets fees.

Robert Faulkner is a financial advisor at WealthBridge Capital Management, LLC with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Private Client Services prior to joining WealthBridge in 2018. Outside of advising, he is a member of Northstar Studio LLC, a cheerleading organization in Ohio. WealthBridge Capital Management is an SEC-registered firm serving individuals, high-net-worth clients, trusts, and estates through comprehensive wealth management, financial planning, and discretionary portfolio management. The firm builds long-term, tax-aware portfolios primarily using low-cost ETFs and mutual funds, complemented by individual securities and external managers, and offers educational seminars on financial topics.

Todd Crawford is a financial advisor with Capital City Asset Management Group, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has served in multiple leadership roles within affiliated companies, including CEO of Capital City Partners, Inc. and Synthetic Fuels of Ohio, Corp., where he oversees strategic planning for a new energy processing company. Crawford’s background includes extensive involvement in financial services, investment banking, insurance, and energy exploration. Capital City Asset Management Group, LLC is a team of 11 advisors managing approximately $43.3 million in discretionary assets. The firm offers customized portfolio management and financial planning to a diverse client base, utilizing a range of investment strategies across multiple asset classes.

Timothy Shear is a financial advisor with Capital City Asset Management Group, LLC, holding a Series 63 designation and 29 years of industry experience. He has been affiliated with Capital City Securities, LLC since 2008 and has worked with related firms including Capital City Partners Asset Management Group, LLC and Farrington & Shear for over two decades. Outside of his advisory roles, he is involved with the Dublin-Worthington Rotary Club and is a partner in a mineral exploration business. Capital City Asset Management Group, LLC provides discretionary investment management and financial planning services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm’s approach involves customized portfolios using a range of strategies and investment vehicles, with typically discretionary management that may include active trading and hedging techniques.

Abigail Rose is a CFP® professional with seven years of experience at Keeler & Nadler Family Wealth in Dublin, Ohio. She has worked with the firm since 2015, focusing on financial planning and wealth management. In addition to her advisory role, she operates a tax preparation and tax-related advice business as a sole proprietor. Keeler & Nadler Family Wealth provides wealth management services combining investment management and financial planning for individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing a variety of analysis methods and tools tailored to clients’ goals and risk tolerances.

Lowell Fletcher is a financial advisor with American Capital Management, Inc., holding a Series 66 designation and 24 years of industry experience. He has worked at Regulus Financial Group, LLC and American Equity Investment Corp prior to his current role. American Capital Management serves a diverse range of clients including high-net-worth individuals, retirement plans, and charitable institutions. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, with investment strategies tailored to client goals and regular portfolio reviews.

James Curry is a CFP® with 40 years of industry experience. He is currently with Consolidated Financial, where he has worked since 2022, following twelve years at Lincoln Investment. Curry also leads a department at The Wiseman Agency focusing on group benefits and individual insurance products. Consolidated Financial Management Group provides portfolio management, financial planning, and pension consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses third-party research to construct portfolios with various securities and offers both discretionary and non-discretionary asset management.

Christopher Martinez is a financial advisor at SWS Advisors, Inc. in Columbus, OH, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SWS Advisors since 2015. Martinez is also a licensed insurance agent and occasionally offers insurance products to clients. SWS Advisors, Inc. serves individuals, corporations, businesses, and charitable organizations, managing approximately $50.6 million in discretionary assets across 449 client relationships. The firm provides discretionary portfolio management, financial planning, and project-based advice, employing both fundamental and technical analysis tailored to each client’s Investment Policy Statement.

Jessica Hultberg is a CFP® with 10 years of industry experience, currently serving as an advisor at Keeler & Nadler Family Wealth in Dublin, OH. She has been with Keeler & Nadler Financial Planning and Wealth Management since 2012. Keeler & Nadler Family Wealth provides wealth management services that integrate investment management and financial planning for individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management and employs a range of analysis methods, including fundamental, technical, quantitative, and modern portfolio theory.

Gabriel Mercer is a financial advisor with Smith & Wyatt in Dublin, OH, holding a Series 65 designation and beginning his industry career in 2024. He is also the owner of Woodrow & High LLC, a small business acquisition unrelated to investment advising. Smith & Wyatt serves individual and corporate clients, including high-net-worth individuals, managing approximately $207 million through a team of eight advisors. The firm offers tailored financial planning, discretionary portfolio management, and estate-planning consulting, with a focus on mutual funds and exchange-traded funds.

David Boldger is a financial advisor at Meeder Advisory Services, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Invesco, and Voya Investment Management. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors, and individual investors by providing portfolio management through separately managed accounts and model programs. The firm employs quantitative models and an asset-allocation framework to construct portfolios, often utilizing affiliated mutual funds, and primarily works through intermediaries and institutional plan relationships.

Christopher Brewster is a CFP® with 14 years of industry experience. He is currently with GGM Financial LLC, where he has worked since 2023. His prior experience includes roles at Robert Baird & Co., Morgan Stanley, and Citigroup Global Markets. GGM Financial, LLC serves individuals and families, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients with wealth management, asset management, financial planning, and retirement plan consulting. The firm employs discretionary, goal-based investment strategies tailored to client objectives and risk tolerance, incorporating modern portfolio theory and various analytical methods.

Shahrokh Minoui is a financial advisor at Capital City Asset Management Group, LLC with 31 years of industry experience. He has been with Capital City Asset Management Group and Capital City Securities since 2019 and previously spent 10 years at Ameriprise Financial Services, Inc. Outside of his advisory role, Minoui is involved in managing several trusts and limited liability companies unrelated to financial services. Capital City Asset Management Group provides discretionary asset management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm builds customized portfolios based on client-specific factors and employs various investment strategies, including contrarian and tactical asset allocation, while also utilizing third-party managers as needed.