Jack Hewitt is a CFP® professional with Series 63 and Series 65 licenses currently affiliated with ANTOLINO Wealth Advisors in Columbus, OH. He has been working in the financial advisory industry since 2023, including roles at Lifetime Financial Growth and Advanced Retirement Design. Prior to his financial career, he was a student for seven years. ANTOLINO Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans with financial planning and investment management services. The firm uses a multi-dimensional asset allocation approach called the ABC’s of Cashflow™ and offers proprietary planning and membership programs alongside discretionary and non-discretionary portfolio management.

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, OH, holding a Series 66 designation with four years of industry experience. He has worked at several firms including Private Advisor Group, LLC and LPL Financial, LLC, and has a background that includes various roles outside the financial sector. Schrock is also licensed as an insurance agent, selling various insurance products as part of his business activities. Peak Retirement Planning serves individual and high-net-worth clients with discretionary investment management, financial planning consulting, and related services. The firm provides access to an in-house CPA for tax preparation and uses a third-party platform for estate planning, tailoring advice to client objectives and managing accounts with regular reviews and reporting.

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 11 years of experience in financial advising, currently with Summit Financial Strategies Inc. He has been with Summit in various capacities since 2015. Outside of finance, he has experience in the food service industry through Bruegger's Bagels DBA North Coast Bakeries, where he worked for 11 years. Summit Financial Strategies serves individuals, business entities, trusts, estates, and charitable organizations with a range of advisory services including investment management, financial planning, tax planning, and retirement plan services. The firm employs diversified investment strategies and incorporates technology such as AI and third-party platforms to enhance portfolio management and tax efficiency.

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 designations and four years of industry experience. His prior work includes positions at Nationwide Mutual Insurance, JPMorgan, and Merrill. Summit Financial Strategies serves individuals, business entities, trusts, estates, and charitable organizations, offering a range of wealth management and planning services. The firm employs a diversified investment approach using mutual funds, ETFs, individual equities, fixed income, and cash, alongside third-party platforms to facilitate tax-efficient asset management and opportunistic rebalancing.

Christopher Kimmet is a CFP® with eight years of industry experience and is currently affiliated with Aptus Financial, LLC. His career includes roles at Hamilton Capital, Origin Financial, and Steady Climb Financial Planning, as well as five years at PolyOne. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on passive, long-term indexing and simple asset allocation, offering financial planning as its primary service while clients maintain control of their investment accounts.

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. with one year of industry experience. He holds a Series 65 designation and previously worked at Dick's Sporting Goods for five years before joining the advisory field. Columbus Investment Advisory, Inc. provides discretionary portfolio management primarily for individuals and families, including high-net-worth clients, trusts, IRAs, and charitable foundations. The firm uses proprietary fundamental research focusing on undervalued stocks and prefers individual short-to-intermediate maturity bonds, emphasizing transparency and defined 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.

Dennis Ku is a financial advisor at SB Advisory, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at San Blas Securities, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and Bankers Life. Ku also owns an insurance brokerage offering multi-line insurance sales and service. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing over $1.1 billion for more than 2,600 clients. The firm serves individuals, businesses, and retirement plans primarily on a non-discretionary basis, employing fundamental, technical, and qualitative analysis in portfolio management and financial planning.

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.

Melanie Taylor is a financial advisor at Brooklyn FI, LLC with three years of industry experience. She previously worked at Elwood & Goetz Wealth Advisory Group LLC and has experience in education through roles at the University of Georgia, Athens YMCA, and Columbus High School. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating specialized external strategies and offers unique features such as an affiliated tax-preparation business and aggregation of held-away assets.

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.