Anthony Calvino is a financial advisor at Trinity Financial Advisors LLC in Columbus, OH, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Damascus Catholic Mission Campus and Waldron Private Wealth. Trinity Financial Advisors LLC is a fee-only, SEC-registered advisory firm managing approximately $580 million for about 200 individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and business advisory services, employing a customized investment approach that includes exchange-listed securities, mutual funds, bonds, and ETFs with ongoing monitoring and rebalancing.

Spencer Hagar is a CFP® professional with five years of industry experience, currently serving as a financial advisor at John E. Sestina and Company since 2017. Prior to his advisory role, he worked at Target from 2014 to 2019. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a multi-advisor team approach and utilizes a long-term, diversified investment strategy grounded in modern portfolio theory.

Calisto Reghi is a Series 65-registered advisor with one year of industry experience, currently serving at Peak Retirement Planning, Inc. in Columbus, OH. His prior roles include positions at Corient, UBS Financial Services, Hooley House, and Bar Louie. He has also been affiliated with The Ohio State University since 2021. Peak Retirement Planning serves individual and high-net-worth clients by providing discretionary investment management, financial planning consulting, and related services. The firm offers access to an in-house CPA for tax preparation and uses an estate-planning software platform, tailoring advice based on client objectives, risk tolerance, and time horizon.

Kurt Grove is a CFA® charterholder at SWS Partners, LLC with six years at the firm and four years of industry experience. He previously worked five years at the Ohio Public Employee Retirement System. SWS Partners manages approximately $442.6 million in assets with a five-person advisory team, providing discretionary investment management, financial planning, outsourced CIO, and multi-family office services to a range of clients including high-net-worth individuals, family offices, pension plans, and charitable organizations. The firm employs a blend of passive asset-class exposures and fundamental active selection, managing portfolios on a discretionary basis while offering proprietary model portfolios and access to alternative investments.

Alexis Mitchell is a financial advisor at Golden Reserve Retirement, LLC in Dublin, OH, with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at PFS Investments Inc., Primerica Financial Services, Herbalife Nutrition, BDO USA, and Lake Erie College. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on tailored advice with an emphasis on long-term trading and diversification through passive, low-cost investments. The firm offers integrated estate-planning and tax services as part of a negotiated fixed annual fee structure.

Mark Palmer is a financial advisor with The Joseph Group Capital Management in Columbus, Ohio, holding 26 years of industry experience. He has been with The Joseph Group since 1999. Palmer serves as the chair of the Investment Committee on the Ohio Bureau of Workers' Compensation Board of Directors, where he is one of two members with expertise in investments and securities. The Joseph Group Capital Management provides discretionary investment management and financial planning to individuals, families, trusts, charities, and businesses, as well as consulting to retirement plan sponsors on investment platforms and fiduciary matters. The firm employs a strategy-based approach tailored to client goals and emphasizes client communications and education through regular market analyses and portfolio reporting.

Jane Callahan is a financial advisor with Frazier Financial Advisors, LLC in Columbus, Ohio, holding 30 years of industry experience. She has worked at Frazier Financial Advisors since 1993 and was previously with Triad Advisors, Inc. from 2004 to 2022. Outside of her advisory role, she is a registered representative with Private Client Services, LLC. 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 and offers discretionary and non-discretionary investment management, financial planning, third-party adviser selection, and fiduciary investment management of employee benefit plans.

Clayton Hall is a financial advisor with Windsor Advisory Group, LLC in Columbus, Ohio, holding Series 63 and Series 65 licenses. He has 18 years of industry experience, including four years at J.P. Morgan Investment Management Inc. prior to joining Windsor Advisory Group in 2017. Windsor Advisory Group serves ultra-high net worth individuals, families, and their related entities by providing discretionary portfolio management, financial planning, and family office services. The firm emphasizes customized investment plans implemented across public and private markets, including private equity and hedge funds, and manages pooled private investment vehicles in a distinctive structure uncommon among multi-team firms.

Ralph Antolino Jr. is a financial advisor at ANTOLINO Wealth Advisors with 42 years of industry experience. He holds a Series 63 designation and has worked at Kestra Investment Services, LLC since 2016. In addition to his financial advisory work, he is a licensed attorney and serves as a director of The Carmella Foundation, Inc., a charitable 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 known as the ABC’s of Cashflow™, offering customized portfolio management and ongoing planning through its UltraVision System® and UltraVision Club™ membership tiers.

Alec Schrock is a Series 65-licensed advisor at Peak Retirement Planning, Inc. in Columbus, Ohio, with one year of industry experience. Prior to joining Peak, he held roles in education at Jonathan Alder Local School District and Taylor University. 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 client objectives, time horizon, and risk tolerance, and offers additional support through an in-house CPA and estate planning assistance.

Joshua Colwill is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Golden Reserve Retirement, LLC. Prior to joining Golden Reserve, he worked at Northwestern Mutual and U.S. Bank. He is also a licensed insurance agent through Golden Reserve, LLC, involved in the recommendation and sale of insurance products and fixed annuities. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing a long-term, predominantly passive investment approach based on modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities and maintains formal affiliations with a law firm and tax affiliate as part of its advisory package.

Morgan Somers is a Series 66-licensed financial advisor at TCP Asset Management, LLC with one year of industry experience. Prior to joining TCP, Morgan worked in various roles outside the financial sector including positions at Oakland Nursery and Kayne Law Group. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans with portfolio management, financial planning, pension consulting, and estate-planning referrals delivered through a digital platform. The firm manages over $1 billion in assets across 11 offices with a 25-advisor team, utilizing multiple sub-advisers and model providers to tailor discretionary portfolio solutions.

Jonathan Bailey is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He has been with The Joseph Group Capital Management since 2025, following an 11-year tenure at rebel Financial, LLC. 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 several named strategies tailored to client goals, supported by weekly market analysis and a focus on client communications and educational materials.

Benjamin Melnick is a financial advisor at Meyers Wealth Management, LLC in Columbus, OH, with seven years of industry experience. He holds the Series 66 designation and has worked at Meyers Wealth Management since 2017, following positions at Wells Fargo Advisors and Wells Fargo Clearing Services. Meyers Wealth Management is a SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses with portfolio management and planning services. The firm manages approximately $1.61 billion and employs a range of investment strategies, including tactical asset allocation and value investing, while offering educational seminars and pension consulting.

Alyse Breidenbach is a financial advisor with TCP Asset Management, LLC, holding a Series 63 designation and 12 years of industry experience. She has worked at multiple firms including United Planners Financial Services of America and Forester Financial Services. Outside of her advisory role, she has been involved with businesses such as 614 Fitness and Door Dash. 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 assets across 11 offices with a 25-advisor team and employs multiple sub-advisers and model providers to tailor investment strategies to client goals.

Corey Jordison is a Series 65-licensed advisor at Peak Retirement Planning, Inc. in Columbus, OH, with one year of industry experience. Prior to joining the firm, he held roles at Worldwide Express, Milwaukee Tool, and TechTronic Industries. Peak Retirement Planning serves individual and high-net-worth clients by providing discretionary investment management, financial planning consulting, and related services. The firm offers access to an in-house CPA for tax services and utilizes a third-party platform for estate planning, tailoring advice to clients' objectives, time horizons, and risk tolerance.

Brian Houts is a CFP® professional with 14 years of industry experience, currently serving at Frazier Financial Advisors, LLC. He has held roles at Private Client Services and Triad Advisors, and has been with Frazier Financial Advisors since 2018. He is a board member and director of sponsorships for the Central Chapter of the Financial Planning Association. Frazier Financial Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm manages approximately $930 million in client assets through a team of 16 advisors, offering discretionary and non-discretionary investment management alongside financial planning and fiduciary services, with portfolio strategies incorporating fundamental and technical analysis, Modern Portfolio Theory, and integrated tax and estate planning.

Colin White is a CFA® charterholder with seven years of professional experience, currently serving at Frazier Financial Advisors, LLC. His background includes roles in financial services and education, as well as a position at AcesDiving LLC. Frazier Financial Advisors, LLC is a registered investment adviser managing approximately $1.16 billion in assets for individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a variety of investment approaches and offers both comprehensive and modular financial planning, along with integrated accounting and tax preparation services.

Austin Altenburg is a financial advisor with Gryphon Financial Partners in Columbus, OH, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch Pierce, Fenner & Smith. He also engages in insurance sales, providing various insurance products to clients. Gryphon Financial Partners offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm employs an active, diversified “total portfolio” approach and provides both discretionary investment management and consulting, with specialties in family business sales, retirement and legacy planning, and family office services.

Todd Walter is a CFP® and Series 65-registered advisor with The Joseph Group Capital Management in Columbus, OH, where he has worked since 2009. He has 21 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 process involves aligning client goals with named strategies and includes a weekly Investment Team Market Health Analysis to guide portfolio decisions.