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.

Michael Klubnik is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Keeler & Nadler Family Wealth and previously worked at Bread Financial and Huntington National Bank. Keeler & Nadler Family Wealth provides wealth management services to individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm combines investment management with financial planning and utilizes a variety of analytic approaches and investment vehicles, offering services on both discretionary and non-discretionary bases.

David Suchland is a financial advisor with WealthBridge Capital Management, LLC in Westerville, OH. He holds Series 65 and Series 63 licenses and has 20 years of industry experience, including 11 years at The Joseph Group Capital Management. WealthBridge Capital Management is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, and estates with wealth management, financial planning, and discretionary portfolio management. The firm builds long-term, tax-aware portfolios using low-cost ETFs and mutual funds, individual securities, and independent managers, and offers educational seminars on budgeting, credit, student loans, and retirement basics.

Benjamin Murray is a CFP® professional with six years of experience in financial advising, currently serving at Summit Financial Strategies Inc. in Columbus, OH. He has worked at the firm since 2016. Summit Financial Strategies serves individuals, business entities, trusts, estates, and charitable organizations with a range of investment advisory and wealth management services. The firm emphasizes diversified, long-term portfolio allocations and incorporates third-party platforms for account aggregation and tax-efficient strategies, maintaining a fiduciary standard as a fee-only adviser.

Neil Patel is a financial advisor at Meeder Advisory Services, Inc. with one year of industry experience. He holds a Series 65 designation. Prior to joining Meeder Advisory Services, he held roles at The Ohio State University and Total Care Therapy. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors and their participants, and individual investors through separately managed accounts and model/strategist programs. The firm uses a quantitative investment process implemented via SMAs, model portfolios, and Meeder-branded funds, primarily working through intermediaries and institutional plan relationships.

Brian Anderson is a financial advisor at Life, Inc. Retirement Services with 16 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2012 and joined Life, Inc. Retirement Services in 2019. Life, Inc. Retirement Services provides portfolio management, financial planning, and pension/401(k) consulting services to individual clients and small-business plan sponsors, focusing on fundamental analysis and modern portfolio theory to support a long-term investment approach.

Samuel Russo is a Series 65-licensed advisor with Lasting Mark Retirement Group LLC in Dublin, Ohio. He has worked in the financial services industry since 2020, including roles at White Oak Partners and The Siegfried Group prior to joining Lasting Mark Retirement Group. Lasting Mark Retirement Group LLC provides portfolio management and integrated financial planning primarily for individual and high-net-worth clients in or nearing retirement. The firm employs a Modern Portfolio Theory-based investment approach, monitors portfolios regularly, and offers both discretionary and non-discretionary management.

Andrew Keeler is a CFP® with 32 years of industry experience, currently serving at Keeler & Nadler Family Wealth in Dublin, OH. He has worked at Purshe Kaplan Sterling Investments since 2014 and also holds a leadership role as president of Keeler & Nadler Financial Planning and Wealth Management. Outside of his advisory duties, he serves as a member of the Dublin City Council, participating on the Finance Committee. Keeler & Nadler Family Wealth advises individuals, trusts, estates, small businesses, charitable organizations, and retirement plans, delivering wealth management that integrates investment management with financial planning. The firm employs diverse analytic approaches and manages accounts on both discretionary and non-discretionary bases, providing access to third-party managers and a broad range of investment vehicles.

Christen Biddlestone is a financial advisor at Trinity Financial Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Trinity, Christen worked at Maxtown Medical Corp, Nationwide Insurance, and Diamond Hill Capital Management. Trinity Financial Advisors LLC serves individuals and high-net-worth clients, providing business-related financial planning and consulting. The firm manages approximately $670 million across about 208 client relationships, offering customized portfolios and ongoing monitoring through platforms such as eMoney and Addepar.