Luke Scott is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their individual financial goals and develop tailored strategies to pursue those goals across short-, mid-, and long-term time horizons. Luke specializes in helping clients navigate complex financial priorities, including investing, retirement planning, and managing competing demands such as home buying, college savings, elder care, and healthcare preparation. He provides ongoing advice and portfolio management, adapting strategies as clients’ needs evolve. He also coordinates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Luke holds a Bachelor's Degree from Ohio State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His approach centers on uncovering what matters most to clients and their families to create effective financial strategies.

Emma Hostetler is a financial advisor at Peak Retirement Planning, Inc. in Columbus, Ohio. She holds a Series 65 designation and has one year of experience in the industry. Prior to joining Peak, she worked at Amazon and Ulrey Foods. Peak Retirement Planning serves individual and high-net-worth clients with discretionary investment management, financial planning consulting, and related services. The firm offers an in-house CPA for tax preparation and uses a third-party platform for estate planning, tailoring advice to clients’ objectives, risk tolerance, and time horizon.

H Juckett is a financial advisor at Columbus Investment Advisory Inc. with 6 years of industry experience. He holds the Series 63 designation and has been with Columbus Investment Advisory since 2011. The firm provides discretionary portfolio management and limited financial consulting primarily to high-net-worth individuals, families, trusts, individual retirement accounts, and charitable foundations. Columbus Investment Advisory manages approximately $405 million in client assets and employs a proprietary fundamental research approach focused on undervalued stocks and investment-grade bonds.

Mark Fleming is a CFA® charterholder and Series 63 licensee with two years of experience in financial advising. He is currently with Gryphon Financial Partners and previously worked at Fifth Third Bank for eight years. Outside of his advisory role, Fleming is the CEO of Actions, Inc., a consulting firm that assists clients in buying businesses, and serves on the board of the Asian Chamber of America. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm employs a total portfolio approach that combines active, diversified management with model portfolios, discretionary and non-discretionary services, and sponsors a wrap-fee program.

Nicholas Bowden is a financial advisor at ANTOLINO Wealth Advisors in Columbus, OH, with eight years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining ANTOLINO, he worked at Kestra Investment Services, Nationwide Investment Services, Nationwide Mutual Insurance, NFM Lending/Finance of America, and Phantom Pools. Outside of his advisory role, he serves as president of the Columbus chapter of AMSPIRIT Business Connections, a networking and marketing organization. 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 an upfront planning process called the UltraVision System®, along with ongoing membership tiers through the UltraVision Club™.

Colin Bishop is a CFP® and holds a Series 66 license with five years of industry experience. He currently works at Fruitful and has previous experience at Barrett Wealth Planning LLC (D.B.A. Lamplighter Wealth Planning) and SWS Partners, LLC. Fruitful Advisory provides financial planning and discretionary investment management to individual clients who hold an active Fruitful, Inc. membership, delivering services through a web-based platform and a secure client portal. The firm’s investment approach focuses on diversified, low-cost core allocations primarily using passive ETFs and index funds, with financial planning presented as a dynamic “Roadmap” grounded in CFP® principles.

Kate Coghill is a CFP® professional with eight years of experience, currently serving at Summit Financial Strategies Inc. in Columbus, OH. Prior to joining Summit, she worked at Madewell and The Ohio State University. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm provides investment advisory and wealth management services alongside standalone financial and tax planning, employing both discretionary and non-discretionary portfolio management with a focus on long-term strategies and ongoing portfolio monitoring.

Aaron Green is a CFP® with 20 years of industry experience, currently serving as an advisor at GGM Financial LLC since 2018. His prior roles include positions at Commonwealth Financial Network and Gloeckner Financial Group. Outside of his advisory work, he is a co-owner and finance manager of a private real estate holding company in Columbus, Ohio. GGM Financial, LLC provides wealth management, asset 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 a combination of modern portfolio theory alongside fundamental, quantitative, technical, and cyclical analysis.

Madeline Keegan is a CFP® professional with 10 years of industry experience. She is currently with Frazier Financial Advisors, LLC and has previously worked at Minerva Wealth Planning, J.W. Cole Advisors, Advanced Retirement Design, Global Financial Private Capital, and Nationwide Investment Services Corporation. Frazier Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $930 million in client assets through a team of 16 advisors, offering discretionary and non-discretionary investment management, financial planning, and fiduciary investment services, with an investment approach that incorporates fundamental and technical analysis, cyclical analysis, and Modern Portfolio Theory.

Melody Brady is a CFP® professional with 15 years of industry experience. She is currently associated with Forefront and has held roles at Calton & Associates, Nectarine, XYPN Invest, Beechmont Financial Group LLC, and CUSO Financial Services. Forefront Wealth Partners offers discretionary investment management, comprehensive financial planning, and estate-planning coordination to individuals, high-net-worth clients, and businesses. The firm customizes investment policies through client collaboration and ongoing portfolio oversight, with additional services spanning business and succession planning, tax considerations, and estate document facilitation.

John Mozola is a financial advisor at Windsor Advisory Group, LLC with eight years of industry experience. He has been with Windsor Advisory Group since 2013. Windsor Advisory Group provides family office and wealth advisory services to high net worth individuals, families, family offices, trusts, corporations, and charitable entities. The firm offers personalized cash flow and investment planning, managing portfolios across public and private markets with an emphasis on manager selection, due diligence, and discretionary relationship management.

Cameron Kaska is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Peak, he worked at Kirtland Country Club and attended Kent State University. Outside of his advisory role, he is engaged as an independent insurance agent, selling various insurance products. Peak Retirement Planning serves individual and high-net-worth clients by providing discretionary investment management, financial planning consulting, and related services. The firm employs a tailored investment approach based on clients’ objectives, time horizon, and risk tolerance, and offers in-house CPA services as well as estate planning assistance through a third-party platform.

Matthew Collins is a CFP® with 14 years of industry experience, currently serving as an advisor at GGM Financial LLC since 2018. His prior experience includes roles at Nationwide and Commonwealth Financial Network. Outside of his advisory work, he is the owner of two investment-related entities created to facilitate advisory and private holding investments. GGM Financial provides financial planning, portfolio management, retirement plan consulting, and wealth management services to individuals, including high-net-worth clients, as well as institutional clients such as pension and charitable organizations. The firm combines internally managed and third-party model portfolios, offering access to a broad range of securities and products alongside individualized financial planning and retirement rollover guidance.

Wendy Trout is a CFP® professional with 19 years of industry experience. She has been with Summit Financial Strategies Inc since 2011. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers a range of services such as investment advisory, wealth management, financial and tax planning, and discretionary portfolio management with an emphasis on long-term strategies and ongoing monitoring.

Logan Hogrefe is a CFP® professional with two years of experience, currently serving as a financial advisor at Frazier Financial Advisors, LLC. His background includes roles at Private Client Services and NetJets, as well as academic positions at the University of Miami and The Ohio State University. Hogrefe is also a registered representative with Private Client Services, a firm specializing in the sale of specialized investment products. Frazier Financial Advisors, LLC is an investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary investment management and financial planning using a variety of approaches, including fundamental and technical analysis and model portfolios, while providing additional accounting and tax preparation services.

Matthew Palmer is a financial advisor with The Joseph Group Capital Management in Columbus, Ohio, where he has worked since 1999. He has 26 years of industry experience. The Joseph Group Capital Management provides discretionary investment management and financial planning services to individuals, families, trusts, charities, and businesses, as well as consulting for retirement plan sponsors. The firm’s investment approach includes multiple named strategies tailored to client goals, with an emphasis on client communications and educational materials.

Cameron Uttley is a CFP® professional at John E. Sestina and Company with three years of industry experience. He has been with John Sestina and Company since 2021 and previously worked at Retirement Strategies LTD and Mount Vernon Nazarene University. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement-plan consulting. The firm uses modern portfolio theory and a long-term trading approach, offers free educational workshops, and incorporates artificial intelligence tools in its research and portfolio feedback.

Owen Bosworth is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 designation. He has recent experience working at Peak Retirement Planning and has previously been involved with Cedarville University, Camp Susque, and Big Dan's BBQ. Peak Retirement Planning serves individual and high-net-worth clients with discretionary investment management, financial planning consulting, and related services, including access to an in-house CPA and estate-planning support through a third-party platform. The firm tailors strategies based on clients’ objectives and risk tolerance, reviews accounts quarterly, and manages approximately $631 million across 910 accounts.

Ian Erdman is a CFP® with 10 years of experience in the financial industry, currently serving at ANTOLINO Wealth Advisors. His prior roles include positions at Nationwide Financial and Kestra Investment Services. Outside of his advisory work, he also works as a part-time rideshare driver. ANTOLINO Wealth Advisors provides financial planning and investment management to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a multi-dimensional asset allocation approach called the ABC’s of Cashflow™, offering customized portfolios and ongoing planning supported by proprietary systems such as the UltraVision System® and UltraVision Club™ membership tiers.

Patrick Finneran is a financial advisor at The Joseph Group Capital Management with 13 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Facet Wealth and Hamilton Capital Management, Inc. The Joseph Group Capital Management is an SEC-registered advisory team providing discretionary portfolio management and financial planning to individuals, high-net-worth households, and retirement plan sponsors. The firm employs a purpose- and goal-based investment process, offering specialty strategies such as a regional Home Grown stock portfolio and Direct Indexing via a sub-adviser, supported by a multi-credentialed investment team.