Ralph Martinez is a financial advisor with SWS Advisors, Inc. in Columbus, Ohio, holding a Series 63 designation and bringing 42 years of industry experience. He has been with SWS Advisors since 2015 and also holds a license as an insurance agent, occasionally offering insurance products alongside his advisory services. SWS Advisors, Inc. is a registered investment adviser serving individuals, corporations, businesses, and charitable organizations with discretionary portfolio management and financial planning services. The firm employs both fundamental and technical analysis and manages approximately $50.6 million in discretionary assets for about 449 client relationships.

Jason Burkholder is a CFP® and CFA® with 17 years of industry experience. He joined ANTOLINO Wealth Advisors in 2026 after 17 years at New Legacy Financial Group, LLC. He is based in Columbus, Ohio. ANTOLINO Wealth Advisors is a team of about ten advisors managing approximately $1.4 billion in client assets. The firm provides financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, trusts, estates, and retirement plans, using a modular planning process and a multi-dimensional asset allocation approach.

Case Belger is a financial advisor at rebel Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining rebel Financial, he worked at Amazon and The Ohio State University. rebel Financial serves individual and high-net-worth investors, pension and profit-sharing plans, and corporate clients by providing customized portfolio management, comprehensive financial planning, investment management, and insurance solutions. The firm also offers tax preparation, bookkeeping, and payroll services, combining fundamental and technical analysis with modern portfolio theory in its investment process.

Jack Hewitt is a CFP® professional with Series 63 and Series 65 licenses, currently serving at ANTOLINO Wealth Advisors in Columbus, OH. He has been with the firm since 2024 and previously worked at Advanced Retirement Design and Lifetime Financial Growth. Jack's industry experience began after seven years as a student. ANTOLINO Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans with financial planning, consulting, and portfolio management. The firm uses a modular planning process and emphasizes multi-dimensional asset allocation, offering a range of portfolio solutions implemented through fundamental and technical analysis.

Stephen Lukan is a CFP® professional with nine years of industry experience, currently affiliated with John E. Sestina and Company in Columbus, OH. He has been with the firm since 2016. 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 of 12 professionals and manages approximately $634 million in discretionary assets, using a long-term, diversified investment approach grounded in modern portfolio theory.

Cole Schrock is a financial advisor at Peak Retirement Planning, Inc. in Columbus, Ohio, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Private Advisor Group, LLC, LPL Financial, LLC, and Taylor University. Outside of advising, he is also licensed as an insurance agent involved in the sales of 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 offers access to an in-house CPA for tax preparation and utilizes a third-party estate-planning software platform to assist with estate planning.

Naomi Roberts is a financial advisor at Yarger Wealth Strategies, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Yarger Wealth Strategies in 2020, she worked at Raymond James Financial Services Advisors Inc. from 2014 to 2020. Yarger Wealth Strategies is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary wealth management, financial planning, and retirement-plan advisory services, emphasizing customized portfolios constructed with ETFs, mutual funds, equities, bonds, and, when appropriate, alternative investments.

Mark Coffey is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Summit Financial Strategies Inc since 2010. He holds the Series 63 designation and is based in Columbus, OH. 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 and wealth management services alongside standalone financial and tax planning, employing primarily long-term investment strategies with access to a variety of portfolio management options.

Luke Salcone is a CFP® professional with 10 years of experience in financial advisory services. He has been with Summit Financial Strategies Inc. since 2015 and previously worked for Bruegger's Bagels DBA North Coast Bakeries from 2007 to 2018. Summit Financial Strategies serves individual clients, trusts, estates, charitable organizations, and retirement plans with investment advisory, wealth management, and standalone financial and tax planning services. The firm operates as a fee-only adviser with fiduciary standards, offering both discretionary and non-discretionary portfolio management and emphasizes long-term investment strategies alongside flexible, client-tailored options.

Robert Gavlak is a CFP® and Series 66 licensed advisor with 14 years of industry experience. He is currently with Balance Wealth and Balance Insurance Solutions, where he provides investment advice and creates insurance strategies. His prior experience includes roles at WealthSource Partners, AMG Group, and Strategic Wealth Partners. Balance Wealth Partners is a registered investment adviser serving individual and high-net-worth clients as well as retirement plans. The firm employs diversified, risk-based portfolios and a variety of investment strategies, operating through a team-based structure across multiple offices.

Todd Anderson is a financial advisor at Summit Financial Strategies Inc with Series 65 and Series 66 credentials and four years of industry experience. He previously worked at Nationwide Mutual Insurance for eight years and JPMorgan for five years. Summit Financial Strategies serves individuals, business entities, trusts, estates, and charitable organizations with a range of services including discretionary and non-discretionary investment advisory, financial planning, tax planning, and retirement plan services. The firm offers diversified portfolio construction, employs third-party platforms for account aggregation and tax-efficient strategies, and maintains a fiduciary standard through a fee-only model.

Christopher Kimmet is a CFP® professional with seven years of industry experience. He is currently an advisor at Aptus Financial, LLC and previously worked at Hamilton Capital, LLC, Origin Financial, and Steady Climb LLC. Aptus Financial provides flat-fee financial planning and advisory services primarily to early- to mid-career professionals, business owners, and medical/dental trainees. The firm emphasizes a passive, long-term investment approach focused on tax-aware asset allocation and low-cost index funds and ETFs, offering clients a combination of one-time planning fees and recurring subscription support.

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.

Benjamin Desatnik is a financial advisor at Columbus Investment Advisory Inc. He holds a Series 65 designation and began his advisory career in 2024. Prior to joining the firm, he worked at Dick's Sporting Goods for five years. Columbus Investment Advisory provides discretionary portfolio management and limited financial consulting primarily to high-net-worth individuals, families, trusts, individual retirement accounts, and charitable foundations. The firm manages approximately $405 million in client assets and employs a proprietary fundamental research approach focused on undervalued stocks and investment-grade bonds with laddered maturities.

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.

Keegan Van Meter is a CFP® professional with four years of industry experience, currently serving at Summit Financial Strategies Inc. Prior to his advisory role, he worked at Ohio University and Granville High School. Outside of his financial advisory work, he is involved in managing storage unit facilities through two real estate ventures in Ohio. 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, standalone financial and tax planning, and discretionary portfolio management, emphasizing long-term strategies with flexibility for shorter-term trading and alternative investments.

Angela Howard is a financial advisor at National Wealth Management Group, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with National Wealth Management Group since 2016, having also worked at LPL Financial since 2008. Outside of advisory services, she has been involved in offering long-term care and fixed insurance products through several related insurance activities. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client’s needs, with a range of strategies and portfolio management options delivered through multiple program platforms.

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.

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.