David Grimm is a financial advisor at 15 Wealth Advisors LLC in Dublin, Ohio. He holds a Series 65 designation and has recently transitioned from a 26-year career at Superior Plastics Inc, where he worked until 2025. He currently balances roles at both 15 Wealth Advisors and Superior Plastics. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients by providing investment advisory, financial planning, and employer planning services. The firm employs a multi-disciplinary investment process focused on discretionary portfolio management using primarily ETFs, model allocations, and customized recommendations.

Tyler Nichols is a Series 65-licensed financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, with one year of industry experience. Prior to joining Peak Retirement Planning, he worked at Scioto Country Club and 4K Landscape. Peak Retirement Planning serves individual and high-net-worth clients, providing discretionary investment management, financial planning consulting, and related services. The firm offers personalized advice based on clients’ objectives, time horizon, and risk tolerance, supported by an in-house CPA for tax preparation and access to estate-planning software through a third party.

Mary Slane is a financial advisor at TCP Asset Management, LLC with 26 years of industry experience. She holds the Series 63 designation and has worked at firms including United Planners Financial Services of America and Trendency Capital Partners. She has also operated Slane Financial Group since 2003. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans with portfolio management, financial planning, and estate-planning referrals through a digital platform. The firm manages assets on a discretionary basis, using multiple sub-advisers and model providers, and maintains an 11-office footprint with a 25-advisor team.

Christian Carey is a financial advisor with Golden Reserve Retirement, LLC in Dublin, Ohio, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Ameriprise and Edward Jones. Carey is also a licensed insurance agent affiliated with Golden Reserve, LLC, where he engages in the recommendation and sale of insurance products and fixed annuities. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification with an emphasis on passive, low-cost investments. The firm integrates affiliated estate-planning legal and tax services within its fixed annual fee structure.

Timothy Burkett is a CFP® and holds a Series 65 license with six years of industry experience. He has been with Keeler & Nadler Family Wealth since 2020 and previously worked at NorthAvenue LLC and Partnership Financial LLC. Before entering financial advising, he spent over a decade at the US Trotting Association. Keeler & Nadler Family Wealth provides wealth management services to individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing a range of analysis methods and investment tools tailored to clients’ goals and risk tolerances.

Brandon Boychuk is a financial advisor with ANTOLINO Wealth Advisors in Columbus, OH, holding credentials including CFP® and ChFC® with 10 years of industry experience. His prior work includes positions at Kestra Investment Services, Bank of America, and Merrill. Outside of advising, he owns an auto detailing business. ANTOLINO Wealth Advisors offers financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm utilizes a multi-dimensional asset allocation approach, incorporating various investment models and planning tools to create custom portfolios and ongoing reviews.

Michael Parker is a CFA® charterholder with nine years at SWS Partners, LLC and a previous nine-year tenure at OPERS, totaling 18 years in the financial industry. He serves on the board of The 1976 Club, which manages the rowing program at Orchard Lake St Mary's School. SWS Partners, a five-person advisory team managing approximately $442.6 million in assets, offers discretionary investment management, financial planning, OCIO, and multi-family office services to individuals, family offices, pension plans, trusts, estates, charitable organizations, and small businesses. The firm combines passive asset-class exposures with fundamental, research-driven active selection and provides services such as wrap-fee programs, third-party model licensing, and access to private funds and alternative investments.

Alexander Moeslein is a financial advisor at Windsor Advisory Group, LLC, holding a Series 65 credential. He has been with Windsor Advisory Group since 2023 and previously worked at SMC Infrastructure Partners, Miami University, and Giant Eagle. Windsor Advisory Group provides family office and wealth advisory services to high net worth individuals, families, trusts, corporations, and charitable entities. The firm offers comprehensive personal CFO services, including tax, trust and estate consulting, charitable giving, insurance, banking, and private business transactions, alongside portfolio management with a focus on both public and private markets.

James Parker is a financial advisor at SWS Partners, LLC in Columbus, OH, holding a Series 66 designation with 24 years of industry experience. He has been with SWS Partners since 2015 and previously worked at American Express Financial Advisors. Parker is also the owner of Parker Asset Strategies Group, a financial services business. SWS Partners manages approximately $442.6 million in assets with a five-person advisory team, providing discretionary investment management, financial planning, OCIO, and multi-family office services to a range of clients including high-net-worth individuals, family offices, and charitable organizations. The firm combines passive asset-class exposures with fundamental, research-driven active selection and is known for its involvement in pooled investment vehicles and wrap-fee wealth management programs.

Kyle Euton is a financial advisor at PDS Planning Inc with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PDS Planning since 2020, following six years at Fidelity Brokerage Services. PDS Planning Inc is a fee-only registered investment adviser serving individuals, business entities, pension plans, and charitable organizations, managing approximately $2.17 billion for around 600 clients. The firm offers customized financial planning and portfolio management with a focus on disciplined allocation across various asset classes and maintains specific policies on cryptocurrency and AI governance.

Jason Burkholder is a CFP® and CFA® with 17 years of industry experience. He has been with ANTOLINO Wealth Advisors since 2026, previously working for New Legacy Financial Group, LLC for 17 years. ANTOLINO Wealth Advisors provides financial planning and investment management to individuals, high-net-worth clients, trusts, estates, and retirement plans, using a multi-dimensional asset allocation approach called the ABC’s of Cashflow™. The firm offers a planning process known as the UltraVision System® and employs various portfolio management strategies, including discretionary and non-discretionary management and pension consulting.

Andrew Barton is a CFP® certificant with 13 years of experience in financial advising. He is currently with Boldin Advisors, a team-based firm, and has held prior roles at Facet, MEEDER Investment Management, and Libertas Wealth Management Group. Outside of financial advising, he is the owner and board member of Uncle D, LLC, a printing services and product promotion business. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on low-cost, diversified indexed funds and ETFs with a long-term, buy-and-hold investment approach. The firm operates multiple offices with a six-advisor team and charges fixed, hourly, or annual fees rather than percentage-based fees.

Jack Hewitt is a CFP® professional with Series 63 and Series 65 licenses currently affiliated with ANTOLINO Wealth Advisors in Columbus, OH. He has been working in the financial advisory industry since 2023, including roles at Lifetime Financial Growth and Advanced Retirement Design. Prior to his financial career, he was a student for seven years. ANTOLINO Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans with financial planning and investment management services. The firm uses a multi-dimensional asset allocation approach called the ABC’s of Cashflow™ and offers proprietary planning and membership programs alongside discretionary and non-discretionary portfolio management.

Stephen Lukan is a CFP® professional with nine years of industry experience, currently affiliated with John E. Sestina and Company in Columbus, OH. He has been with the firm since 2016. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a multi-advisor team of 12 professionals and manages approximately $634 million in discretionary assets, using a long-term, diversified investment approach grounded in modern portfolio theory.

Cole Schrock is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 66 designation with four years of industry experience. He has worked at several firms including Private Advisor Group, LLC and LPL Financial, LLC, and has a background that includes various roles outside the financial sector. Schrock is also licensed as an insurance agent, selling various insurance products as part of his business activities. Peak Retirement Planning serves individual and high-net-worth clients with discretionary investment management, financial planning consulting, and related services. The firm provides access to an in-house CPA for tax preparation and uses a third-party platform for estate planning, tailoring advice to client objectives and managing accounts with regular reviews and reporting.

Phillip Huff is a financial advisor at Golden Reserve Retirement, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms including Independence Wealth Advisors, LLC and AlphaStar Capital Management, LLC. In addition to his advisory role, he is a licensed insurance agent affiliated with Golden Reserve, LLC, where he recommends and services insurance products and fixed annuities. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, focusing on long-term, low-cost investing guided by modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities, with formal affiliations that integrate legal and tax expertise into its advisory offerings.

Bart Fisher is a CFP® and ChFC® with five years of industry experience. He is affiliated with Parallel Equity Advisors Ltd. in Dublin, OH, and has previously worked at Northwestern Mutual and Roger Smith Insurance. Fisher also holds a role as an insurance agent with Symphony Partners Advisory LTD., LLC. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management 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.

Matthew Barnes is a financial advisor at Golden Reserve Retirement, LLC with two years of industry experience. He holds the Series 66 designation and has prior experience with The Prudential Insurance Company of America and Pruco Securities LLC. Barnes is also a licensed insurance agent affiliated with Golden Reserve, LLC, where he sells and services insurance products and fixed annuities. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, emphasizing long-term, predominantly passive investing based on modern portfolio theory. The firm integrates estate-planning and tax-preparation services through affiliated entities and employs a discretionary management approach tailored to client goals.

Robert Gavlak is a CFP® and Series 66 licensed advisor with 14 years of industry experience. He is currently with Balance Wealth and Balance Insurance Solutions, where he provides investment advice and creates insurance strategies. His prior experience includes roles at WealthSource Partners, AMG Group, and Strategic Wealth Partners. Balance Wealth Partners is a registered investment adviser serving individual and high-net-worth clients as well as retirement plans. The firm employs diversified, risk-based portfolios and a variety of investment strategies, operating through a team-based structure across multiple offices.

Christopher Kimmet is a CFP® with eight years of industry experience and is currently affiliated with Aptus Financial, LLC. His career includes roles at Hamilton Capital, Origin Financial, and Steady Climb Financial Planning, as well as five years at PolyOne. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on passive, long-term indexing and simple asset allocation, offering financial planning as its primary service while clients maintain control of their investment accounts.