Robert Aaron Hammack is a CFP® professional with seven years of industry experience, currently serving at John E. Sestina and Company since 2014. He is based in Columbus, OH, and has been with the firm in various capacities since that time. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, retirement plan consulting, and educational workshops. 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.

David Marlin is a Series 65-licensed financial advisor at Balance Wealth with eight years of industry experience. Prior to joining Balance Wealth in 2025, he worked at Agdeavor Investments and Bolt Financial Group, Inc., and has also served as a military pilot instructor for FlightSafety Services Corp. since 2018. Outside of his advisory role, he provides continuation training for C-17 pilots in a flight simulator. Balance Wealth Partners is a registered investment adviser serving individual and high-net-worth clients, as well as defined contribution and defined benefit plans. The firm employs diversified, risk-based portfolios and combines fundamental analysis, modern portfolio theory, quantitative analysis, and long-term trading, managing approximately $387 million for over 550 clients through a team of advisors.

Jeffrey Gomez is a CFP® professional with 15 years of industry experience. He has worked at G2 Capital Management, LLC since 2017 and previously held roles at Wealthstone Equities, Inc. and Wealthstone, Inc. He is the owner of Sellix International Detection, a holding company for investment-related purposes that is currently inactive. G2 Capital Management is an SEC-registered advisory firm managing approximately $596 million for around 100 clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm uses a proprietary rules-based investment process focused on long-term portfolio construction with low-cost mutual funds and ETFs, while also providing private capital market investments and family-office advisory services.

Benjamin Foor is a CFP® with 13 years of industry experience, currently serving as an advisor at Frazier Financial Advisors, LLC. He has been with Frazier Financial Advisors since 2013 and also holds a registered representative position with Private Client Services, LLC. In addition to advisory work, he prepares tax returns for clients of Frazier Financial Advisors. Frazier Financial Advisors is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.16 billion in assets, offering discretionary and non-discretionary investment management alongside comprehensive and modular financial planning, with integrated tax and accounting services.

Nicholas Neuville is a financial advisor at WealthBridge Capital Management, LLC with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities LLC and Charles Schwab & Co., Inc. WealthBridge Capital Management serves individuals, high-net-worth clients, trusts, and estates with wealth management, financial planning, and discretionary portfolio management, using a tax-aware approach that combines fundamental, technical, and cyclical analysis.

Larry Thompson is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Balance Wealth since 2025 and previously served as managing member of Agdeavor Investments for 19 years. Thompson is also president of Thompson Business Associates, a consulting and business management firm, and executive director of Heartland Agdeavor Association, both roles he has held for over 20 years. 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 and applies fundamental analysis, modern portfolio theory, and quantitative methods in its investment approach.

Jason Farris is a CFP® with 17 years of industry experience, currently serving at Waller Financial Planning Group, Inc. in Columbus, OH, where he has worked since 2008. He holds a Series 63 license and is part of a multi-advisor team at the firm. Waller Financial Planning Group serves individual investors across a range of wealth levels, as well as pension and profit-sharing plans and charitable organizations. The firm offers customized investment management and financial planning, utilizing a disciplined approach that combines fundamental and technical inputs to construct and monitor portfolios, supported by regular client communications and educational materials.

Jason Witt is a financial advisor at ANTOLINO Wealth Advisors in Columbus, OH, holding a Series 66 credential with seven years of industry experience. His prior roles include positions at United Wholesale Mortgage and Brooks Running. 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 and offers a structured planning process called the UltraVision System®, combining discretionary and non-discretionary portfolio management with the use of advanced financial tools.

Timothy Swain is a CFP® professional with 13 years of industry experience, currently serving at Summit Financial Strategies Inc in Columbus, OH. He has been with Summit Financial Strategies since 2016. Summit Financial Strategies serves individuals and entities including trusts, estates, and charitable organizations, offering discretionary and non-discretionary investment advisory services along with financial planning, tax planning, and retirement plan services. The firm operates as a fee-only adviser with a fiduciary oath requirement and emphasizes diversified, long-term portfolio construction while employing advanced tools and strategies.

Timothy Scholten is a financial advisor with Yarger Wealth Strategies, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and Raymond James Financial Services. Outside of his advisory work, he serves as a paid referee for Ohio high school and middle school basketball games. Yarger Wealth Strategies is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary wealth management, financial planning, and ERISA fiduciary investment oversight, employing customized portfolios with a focus on fundamental analysis and a primarily long-term investment horizon.

Robert Keidan is a CFP® with 46 years of industry experience. He is a principal at Keidan Financial Consultants LLC, where he has worked for 27 years, following a prior role with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) beginning in 1989. He serves as a board member of the Temple Israel Foundation, contributing to policy and volunteer activities. Keidan Financial Consultants provides investment supervisory services and comprehensive financial planning for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm employs a quantitative and research-driven investment process, offering both discretionary and non-discretionary portfolio management alongside retirement rollover guidance and an advisor-managed platform through Pershing.

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.

Eric Eberts is a financial advisor at Keidan Financial Consultants LLC in Columbus, OH, with 19 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and has been with Keidan Financial Consultants since 2012. Keidan Financial Consultants provides investment supervisory services and financial planning to individuals, trusts, high-net-worth clients, and employer-sponsored retirement plans. The firm combines risk-tolerance assessment with asset allocation modeling and quantitative tools, offering both discretionary and non-discretionary portfolio management primarily through mutual funds, ETFs, and fixed-income securities.

Louis Kin Shing Lo is a financial advisor with SWS Advisors, Inc. in Columbus, OH, holding a Series 63 designation and 39 years of industry experience. He has worked at SWS Advisors and Omni Financial Securities since 2020 and previously spent seven years at Cetera Advisors LLC. In addition to his advisory role, he provides part-time tax preparation services for individuals and local small businesses. 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 a seven-person advisory team, offering discretionary portfolio management, financial planning, and project-based advice tailored to each client’s Investment Policy Statement.

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.

Ralph Martinez is a financial advisor with SWS Advisors, Inc. in Columbus, Ohio, holding a Series 63 designation and bringing 42 years of industry experience. He has been with SWS Advisors since 2015 and also holds a license as an insurance agent, occasionally offering insurance products alongside his advisory services. SWS Advisors, Inc. is a registered investment adviser serving individuals, corporations, businesses, and charitable organizations with discretionary portfolio management and financial planning services. The firm employs both fundamental and technical analysis and manages approximately $50.6 million in discretionary assets for about 449 client relationships.

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.