Grant Billings is a financial advisor at Royal Oak Financial Group with three years of industry experience. He holds a Series 65 designation and has prior experience working at PricewaterhouseCoopers and Whalen & Company CPAs. Billings is also a licensed CPA and works as an accountant within his firm. Royal Oak Financial Group serves individual and high-net-worth clients by providing ongoing portfolio management and financial planning services. The firm employs a discretionary investment approach focused on long-term, diversified equity and fixed-income strategies, integrating multiple analytical methods tailored to client objectives.

Christopher Fry is a financial advisor at Capital Asset Management, Inc. in Columbus, OH, with 27 years of industry experience. He holds the Series 63 designation and has been with Capital Asset Management since 2000. Capital Asset Management, Inc. is a fee-only, independent registered investment adviser serving primarily affluent individuals and families. The firm employs a value-investing philosophy based on fundamental analysis and constructs portfolios tailored to client-specific investment policy statements, emphasizing asset-class diversification and a margin of safety.

Erik Thompson is a financial advisor at Peerless Wealth with Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network and Ascend Advisory Group. Outside of his advisory work, he owns and manages several commercial and residential properties. Peerless Wealth serves individuals, families, trusts, estates, business entities, charities, and qualified retirement plans, offering financial planning, discretionary investment management, and consulting services. The firm employs a strategic asset-allocation framework and a proprietary portfolio construction methodology, managing both custom client strategies and model portfolios, and acts as a sub-adviser to an exchange-traded fund.

Anthony La Macchia is a financial advisor at Worthington Wealth Management with Series 65 and Series 66 credentials and three years of industry experience. Before joining Worthington Wealth Management in 2022, he worked in landscaping and held roles at Hillsdale College and Worthington Schools. Worthington Wealth Management provides investment advisory services to individuals, corporations, and retirement plans, serving both high-net-worth and non-HNW clients. The firm uses a diversified investment approach with an emphasis on preserving long-term purchasing power and offers discretionary and non-discretionary managed accounts.

Stephen Geraghty is a CFP®-designated financial advisor with 26 years of industry experience. He has been with Kovalcik & Geraghty Wealth Partners LLP since 2012 and is involved with Junior Achievement, a nonprofit organization, since 2004. Kovalcik & Geraghty Wealth Partners serves high-net-worth individuals, retired or current corporate executives, and donor-advised funds, offering personalized financial planning and portfolio management. The firm uses a combination of fundamental, technical, and cyclical analysis to implement both long- and short-term investment strategies.

Michael Disalvo is a CFP® professional with 16 years of industry experience, currently serving at The Wealth Advantage Group, Inc. in Columbus, OH. He has been with the firm since 2006. The Wealth Advantage Group, Inc. is a fee-only financial planning and investment management firm managing approximately $133 million for individuals, trusts, business entities, and retirement plans. The firm provides discretionary portfolio management and comprehensive financial planning services, emphasizing customized global asset allocation, tax considerations, and a non-standard risk tolerance assessment.

Andrew Meadows is a financial advisor at Sheikh Investments, Inc. in Columbus, Ohio, holding a Series 66 designation with 17 years of industry experience. He has been associated with MoneyBlock since 2012. Sheikh Investments, Inc. is an Ohio-registered investment adviser serving approximately 166 clients with $126 million in assets under management. The firm provides portfolio management, financial planning, and consulting to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable institutions, and various institutional entities. The firm employs a range of analytical methods and focuses on long-term investment strategies with risk monitoring and selective option overlays, generally executing trades following client consultation or written discretionary authority.

Bradley Senita is a financial advisor at Royal Oak Financial Group with nine years of industry experience. He holds Series 65 and Series 66 licenses. Senita has worked with Royal Oak Financial Group since 2017 and was previously with Greenstone Wealth Management. He is also an independent insurance agent for various independent insurance companies. Royal Oak Financial Group serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm emphasizes long-term, diversified equity and fixed-income strategies tailored to client goals, using multiple forms of analysis in its discretionary management process.

Daniel Tetirick is a financial advisor at Ross Wealth Advisors, LLC in Columbus, OH, with six years of industry experience. He holds a Series 63 designation and has worked in advisory roles since 2020. In addition to his advisory work, he has obtained insurance licenses to assist clients with Medicare-related needs. Ross Wealth Advisors, LLC is an SEC-registered firm managing approximately $140 million in discretionary assets for around 270 clients. The firm offers portfolio management, access to third-party model portfolios, and financial planning with investment advice tailored to client objectives and risk tolerance.

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.

Dakota Van Horn is an advisor at TCP Asset Management, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Moochie and Company and United Planners' Financial Services of America. TCP Asset Management provides portfolio management, financial planning, and pension consulting services to individuals and pension/profit-sharing plans without account minimums. The firm employs a combination of fundamental and technical analysis with a long-term trading approach and utilizes model portfolios and sub-advised strategies through third-party platforms.

Meghan Mader is a CFP® professional with 21 years of experience in financial advising. She currently works at TSG Advice Partners, LLC and has previously been with Collaborative Financial Partners LLC and Ameriprise Financial Services, Inc. since 2004. TSG Advice Partners, LLC provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm combines an institutional modeling system with ETF-centered model portfolios and offers additional services such as retirement-plan consulting, tax preparation, and bookkeeping.

Vance Bennett is a CFP® professional with 24 years of industry experience, currently serving at Parallel Equity Advisors Ltd. since 2018. He has also worked at Fortune Financial Services, Inc. and Quest Capital Strategies, Inc., and has operated his own advisory practice since 1996. Outside of financial advising, he owns and operates a tax preparation business and is licensed as an insurance agent specializing in life, health, and annuities. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates primarily on a consultative, non-discretionary basis, tailoring investment advice to clients’ objectives, time horizons, and risk tolerances.

Zakariah Aziz is a financial advisor at Capital City Asset Management Group, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital City since 2019. Prior to that, he held positions at American Heritage Securities Inc and Kinsale Golf and Fitness Club. Capital City Asset Management Group offers discretionary investment management and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm’s 11-advisor team manages approximately $43.3 million in discretionary assets and utilizes a range of investment strategies tailored to client objectives.

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.

Jamie Menges is a CFP® with 23 years of industry experience, currently serving as an advisor at PDS Planning, Inc. since 2013. He holds a Series 63 designation and is based in Dublin, Ohio. PDS Planning, Inc. is a fee-only registered investment adviser that serves individual clients, business entities, pension plans, charitable institutions, and non-profits. The firm provides comprehensive financial planning and investment advisory services with a planning-driven approach, emphasizing fixed-fee engagements and a fiduciary standard.

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.

Robert Behan is a CFA® charterholder with 29 years of industry experience. He is associated with Meeder Advisory Services, Inc. and has previously worked at Calamos Financial Services LLC. He also operates a consulting business, R.F. Behan, Consulting Inc. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors, and individual investors through portfolio management and model strategies, focusing on the use of affiliated mutual funds and quantitative asset allocation implemented via separately managed accounts and model portfolios.

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.