Clayton Kreuz is a financial advisor at Golden Reserve Retirement, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Summit Financial and The Ohio State University. In addition to his advisory role, he is a licensed insurance agent affiliated with Golden Reserve, LLC, where he is involved in the recommendation, sale, and service 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 using a modern portfolio theory approach. The firm integrates affiliated legal and tax services within its negotiated fixed annual fee structure.

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.

Joshua Shaffer is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Trinity Financial Advisors LLC. He has worked at multiple firms, including BXE Capital and Whitney Peak Capital, before joining Trinity. Trinity Financial Advisors LLC is a team-based firm serving individuals, high-net-worth clients, and businesses with customized portfolio management and financial planning. The firm manages approximately $670 million across over 200 client relationships, utilizing platforms such as eMoney and Addepar for portfolio monitoring and reporting.

Jonathon Eesley is a financial advisor at Windsor Advisory Group, LLC in Columbus, OH, holding a Series 66 designation with 16 years of industry experience. He has worked at Windsor Advisory Group since 2012 and previously spent six years at AllianceBernstein L.P. Outside of his advisory role, Jonathon serves as a director on the board of Highlights for Children, Inc., an educational media organization. Windsor Advisory Group provides advisory services to ultra-high net worth individuals and families, as well as their related entities, offering tailored portfolio management, financial planning, and family office services. The firm’s investment approach includes a customized Cash Flow/Investment Plan implemented across public and private markets, with an emphasis on manager selection and ongoing due diligence.

Brian Sutliff is a CFP® and ChFC® with 25 years of experience in financial advising. He has been with Summit Financial Strategies, Inc. since 2005. In addition to his advisory role, he lectures undergraduate financial planning classes at The Ohio State University. Summit Financial Strategies serves individual clients, trusts, estates, charitable organizations, and retirement plans, offering investment advisory, wealth management, and financial and tax planning services. The firm operates as a fee-only advisor with a fiduciary oath and employs both discretionary and non-discretionary portfolio management using a variety of investment vehicles and strategies.

Craig Constantinovich is a CFP® professional with nine years of experience in financial advising. He has been with John E. Sestina and Company since 2013. The firm serves individual and high-net-worth clients, offering comprehensive financial planning, portfolio management, and retirement plan consulting through a multi-advisor team. Their investment approach is based on modern portfolio theory and a diversified, long-term strategy, incorporating mutual funds, ETFs, and alternative asset classes when appropriate.

Gage Allen is a financial advisor at TCP Asset Management, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at United Planners Financial Services and multiple retail and service companies. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans, providing portfolio management, financial planning, pension consulting, and estate-planning referrals through a digital platform. The firm manages over $1 billion in client assets across multiple offices and employs a range of sub-advisers and model providers to tailor investment solutions.

Samantha Macchia is a CFP® and ChFC® with 25 years of experience in financial advising. She has been with Summit Financial Strategies, Inc. since 1996. Based in Columbus, OH, she currently serves as an advisor at Summit Financial Strategies Inc. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm operates as a fee-only adviser offering investment advisory, wealth management, standalone financial and tax planning, and a discretionary program for smaller accounts, utilizing both long-term and shorter-term investment strategies.

Alvin Asiamah is a financial advisor at Asendo Wealth Advisory in Columbus, OH, holding a Series 66 designation with 25 years of industry experience. His prior roles include positions at TSG Advice Partners, SG Capital LLC, and Ameriprise Financial Services. Asendo Wealth Advisory serves individuals, trusts, estates, charitable organizations, business entities, and profit-sharing plans, providing financial planning, consulting, investment, and wealth management services. The firm employs an institutional modeling system to construct ETF-focused portfolios across various risk profiles and offers in-house tax preparation and retirement plan consulting.

Todd White is a financial advisor at Golden Reserve Retirement, LLC in Knoxville, TN, holding a Series 65 license with eight years of industry experience. He has been with Golden Reserve Retirement since 2017, following a year at James Hardie Building Products. Outside of his advisory role, he is a licensed insurance agent affiliated with Golden Reserve, LLC, where he recommends and sells 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 aligned with clients’ goals. The firm integrates estate planning and tax-preparation services through affiliated entities and utilizes a subadvisor for certain investment strategies.

Greg Grabovac is a financial advisor at G2 Capital Management, LLC with 11 years of industry experience. He has worked at G2 Capital Management since 2017 and previously held positions at Wealthstone Equities, Inc. and WealthStone, Inc. He serves on the board of a nonprofit organization. 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 low-cost mutual funds and ETFs, supplemented by individual securities as needed, and offers private capital market investments and family-office advisory services.

Michael Scherer is a Certified Financial Planner (CFP®) with 14 years of industry experience. He has been with Summit Financial Strategies, Inc. since 2015. Summit Financial Strategies serves individual clients, including high-net-worth households, as well as trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory, wealth management, financial and tax planning, and a discretionary program for smaller relationships, operating as a fee-only adviser with a fiduciary oath and a focus on long-term investment strategies.

Dustin Knoedler is a financial advisor at Golden Reserve Retirement, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including MWA Financial Services Inc, Modern Woodmen of America, OneAmerica Securities, American United Life, and Kemper. Outside of advising, he is a part owner of American Energy Choice LLC, a business involved in electricity and natural gas supply. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, focusing on long-term, predominantly passive investing guided by modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities and distinguishes itself with formal affiliations to a law firm and a tax affiliate integrated into its advisory offerings.

Charles Saunders is a financial advisor at Gryphon Financial Partners with one year of industry experience. Prior to joining Gryphon in 2024, he worked with the Carolina Panthers from 2021 to 2023. He holds a Series 65 designation. Saunders is a minority owner of Donatos Pizza, a food service business. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm serves both high-net-worth and non-HNW clients with a “total portfolio” approach that is active and diversified, combining discretionary management, consulting, and private fund advisory services.

Matthew Meyers is a financial advisor with Meyers Wealth Management, LLC in Columbus, OH. He holds a Series 66 designation and has 10 years of industry experience, including prior work at Wells Fargo Clearing. Meyers Wealth Management is a family-owned, SEC-registered advisory firm that serves individuals, retirement plans, trusts, estates, and charitable organizations. The firm creates customized investment plans using tactical asset allocation and value-oriented strategies, managing approximately $1.9 billion across nine advisors and 800 client relationships.

Abigail Meyers is a financial advisor at Meyers Wealth Management, LLC in Columbus, OH. She holds Series 65 and Series 66 licenses and has worked in the financial services industry since 2021, including prior roles at PricewaterhouseCoopers and Coastal Ridge Real Estate. Meyers Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with portfolio management and related planning services. The firm employs a range of investment strategies and offers discretionary portfolio management, financial planning, and pension consulting, while also providing educational seminars for clients and plan participants.

Robert Swansboro is a CFP® professional with six years of industry experience. He has worked at Gryphon Financial Partners since 2023 and previously spent 11 years at PNC Private Bank. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm serves both high-net-worth and non-HNW clients using an active, diversified “total portfolio” approach that includes discretionary investment management, consulting, and private fund advisory services.

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.

Benjamin Randall is a financial advisor with TCP Asset Management, LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Morgan Stanley, JPMorgan Chase, and Equitable Advisors. Outside of finance, Randall is a professional lacrosse player in the Premier Lacrosse League. TCP Asset Management is a multi-office firm managing over $1 billion in client assets with a 25-advisor team. The firm provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and institutional plans, utilizing a range of sub-advisers and model portfolios tailored to clients’ goals and risk tolerances.