John Forloine is a CFP® professional with 15 years of industry experience, currently serving at Golden Reserve Retirement, LLC since 2022. His prior roles include positions at The Pension Group, McCarthy & Cox Retirement & Estate Planning Specialists, Commonwealth Financial Network, Nationwide Securities, Merrill, and Wells Fargo Clearing. He is also a licensed insurance agent engaged in commissionable insurance sales through Golden Reserve, LLC. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversified portfolios grounded in modern portfolio theory. The firm integrates estate-planning and tax services and employs a fixed annual fee model rather than an asset-based percentage fee.

Isao Shoji is a CFP® professional with 20 years of experience in financial advising. He is currently with Asendo Wealth Advisory and previously spent 13 years at Ameriprise Financial Services, Inc. Shoji is also involved in business operations through SG Capital LLC. Asendo Wealth Advisory provides financial planning, consulting, investment, and wealth management services to individuals, profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs an institutional modeling system to construct ETF-centric portfolios and incorporates strategies such as options, inverse ETFs, and third-party managers when suitable.

Mikhail Poltyrev is a CFP® and ChFC® with 16 years of industry experience, currently serving as a financial advisor at GGM Financial LLC. He previously worked at JPMorgan Securities LLC for six years and has co-owned a private eBay sales business, BAM Distributing, since 2016. GGM Financial, LLC provides wealth management, financial planning, and retirement plan consulting to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs discretionary, goal-based investment programs tailored to client objectives and risk tolerance, using various analytical methods and ongoing portfolio monitoring.

Carter Gerlach is a CFP® professional with 10 years of industry experience, currently serving at Windsor Advisory Group, LLC since 2019. Prior to joining Windsor, he worked at The Columbus Foundation from 2016 to 2019. Windsor Advisory Group serves ultra-high net worth individuals and families, offering customized financial planning and discretionary portfolio management. The firm also provides family office and personal CFO services, with an investment approach that includes both public and private markets and a distinctive capability to manage pooled private investment vehicles.

Branda Allen is a financial advisor at TCP Asset Management, LLC with 21 years of industry experience. She holds the Series 63 and Series 66 licenses. Outside of financial advising, she owns Wanderlust Adventures & Events LLC, a business involved in property ownership. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans with portfolio management, financial planning, pension consulting, estate-planning referrals, and annuity management. The firm manages accounts mostly on a discretionary basis, tailoring allocations to clients’ goals through multiple platforms and sub-advisers, and maintains an 11-office presence with over $1 billion in client assets under management.

Laurie Licata is a CFP® professional with seven years of industry experience, currently serving as part of the team at PDS Planning Inc in Dublin, OH. She has been with PDS Planning since 2008, totaling 18 years at the firm. PDS Planning Inc is a fee-only registered investment adviser that offers financial planning and portfolio management to individuals, business entities, pension plans, and charitable organizations. The firm manages approximately $2.17 billion across about 600 clients and employs a fixed-fee structure for its advisory services, providing customized financial plans and investment strategies that include ETFs, mutual funds, separate accounts, and direct equities and fixed income.

Eric Kelemen is a financial advisor at MDRN Capital with licenses including Series 65 and Series 63. He has professional experience spanning roles at Huntington National Bank, Golden Reserve, Park National Bank, and MDRN Capital since 2022. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and financial planning. The firm manages approximately $338.6 million using a multi-advisor team model and primarily constructs portfolios with unaffiliated independent managers and low-cost mutual funds and ETFs.

Kurt Hildebrand is a financial advisor with Capital City Asset Management Group, LLC and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including roles at Kestra Advisory, Kestra Investment Services, and Capital City Partners, as well as operating his own firm, Hildebrand Financial Group, since 2006. Outside of advisory work, he is involved in selling insurance products and college planning services through The Hildebrand Financial, LLC, and operates a pro-shop for a YMCA martial arts program. Capital City Asset Management Group, LLC provides discretionary asset management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs customized portfolio strategies tailored to client-specific factors and utilizes a range of investment approaches including contrarian and tactical asset allocation.

Ryan Watt is a financial advisor at Arena Private Wealth with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and 66 licenses. His prior work includes roles at Fifth Third Securities and Mutual Securities. Watt serves on the Board of Directors for the Juvenile Diabetes Research Foundation in Southern and Central Ohio. Arena Private Wealth provides financial planning and portfolio management to individuals and high-net-worth clients, with services that include manager selection, customized strategies, and a covered-call strategy for concentrated equity positions. The firm uses a combination of fundamental, technical, and modern portfolio approaches and acts as a fund sponsor and general partner through affiliated entities.

James Lindner is a CFP® and ChFC® with 32 years of industry experience, currently serving at Retirement Strategies, Ltd. He has held roles at Private Client Services and Purshe Kaplan Sterling Investments, among others. Outside of advising, Lindner is the founder and president of Capital City Young Aviators, a nonprofit that mentors at-risk youth through aviation programs, and he also serves as president and co-founder of the Central Ohio Professional Education Council, which provides free financial education workshops. Retirement Strategies, Ltd. provides comprehensive financial planning, portfolio management, and consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes tailored investment strategies using ETFs, mutual funds, stocks, and bonds, supplemented by newsletters, educational seminars, and client-facing planning software.

Matthew Schaefer is a financial advisor at Golden Reserve Retirement, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at The Superlative Group from 2013 to 2020. Outside of advisory services, he holds a licensed insurance agent role, recommending and selling commissionable insurance products through Golden Reserve, LLC. 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 estate-planning and tax services as part of its fixed annual fee structure.

Christopher Schumacher is a CFP®-designated financial advisor with 21 years of industry experience. He is currently with Asendo Wealth Advisory and previously worked at Ameriprise Financial Services, Inc. for 13 years. Outside of his advisory role, he is involved in the management of an investment-related real estate entity. Asendo Wealth Advisory serves individuals, profit-sharing plans, trusts, estates, charitable organizations, and business entities with financial planning, consulting, and wealth management services. The firm employs an institutional modeling system focused on ETF-centric portfolios and incorporates strategies such as options, alternative investments, and third-party managers when suitable for clients.

Nicholas Leeper is an advisor at Retirement Strategies, Ltd. in Dublin, OH, holding Series 65 and Series 66 credentials. He has experience working at Baker Hughes and managing Leeper Farms alongside his advisory role. Retirement Strategies, Ltd. serves individuals, including high-net-worth clients, and retirement plan sponsors, providing portfolio management, financial planning, and consulting services. The firm incorporates both fundamental and technical analysis in its investment approach and offers employee-focused educational seminars.

Jacob Martin is a CFP® with eight years of industry experience. He has worked at The Joseph Group from 2013 to 2025 and subsequently at NorthAvenue Financial Advocates before joining Keeler & Nadler Family Wealth, LLC in 2025. 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 broad range of analysis methods and incorporates tools such as margin, leverage, and derivatives in client strategies.

Jessica Simmons is a CFP® and Series 66 license holder with 14 years of industry experience. She is currently a wealth advisor at TCP Asset Management, LLC and also serves as a certified divorce financial analyst with BlackBird Divorce Solutions. Simmons previously worked at Ameriprise Financial Services, Inc. for 12 years. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing portfolio management, financial planning, pension consulting, and estate-planning referrals through a digital platform. The firm manages accounts on a discretionary basis with tailored allocations and operates a multi-office team managing over $1 billion in client assets.

Anna Christine is a financial advisor with Golden Reserve Retirement, LLC, holding a Series 65 credential and two years of industry experience. She is also a partner and owner of AlerStallings, LLC, where she is involved in estate planning legal work. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, using a long-term, predominantly passive investment approach tailored to client goals. The firm offers discretionary management and integrates estate-planning and tax-preparation services through affiliated entities.

Clayton Kreuz is a financial advisor at Golden Reserve Retirement, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Summit Financial. Outside of advisory services, he is a licensed insurance agent affiliated with Golden Reserve, LLC, involved in recommending, selling, and servicing 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, low-cost investing based on modern portfolio theory. The firm offers discretionary management and integrates estate-planning and tax-preparation services through affiliated entities.

Katherine Kincaid is a CFP® professional with 20 years of experience in financial advising. She has been with Waller Financial Planning Group, Inc. in Columbus, OH since 2008. Waller Financial Planning Group serves individual investors, pension and profit-sharing plans, and charitable organizations by providing investment management and written financial planning. The firm uses a team-based approach to build customized investment programs, combining fundamental and technical analysis with regular client communications and educational materials.

James Hamilton is a financial advisor with PDS Planning Inc in Dublin, Ohio, holding 26 years of industry experience. He has been with PDS Planning since 1993 and Royal Alliance Associates, Inc. since 1994. PDS Planning Inc is a fee-only registered investment adviser serving individual clients, business entities, pension plans, charitable institutions, and non-profit organizations. The firm provides comprehensive financial planning and investment advisory services with a planning-driven approach, including retirement-plan consulting, executive compensation, business succession planning, and estate coordination.

Taylor England is a CFP® professional with one year of experience at Consolidated Financial. He has held roles at Beverage Marketing Group, LLC, and serves as a Staff Sergeant in the Ohio Army National Guard. Outside of finance, he works part-time in beverage marketing and military coordination. Consolidated Financial Management Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management, financial planning, consulting, and pension plan services, constructing portfolios using equities, ETFs, bonds, and mutual funds.