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.

Ryan Dunlap is a financial advisor at WealthBridge Capital Management, LLC with 29 years of industry experience. He has held roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Private Client Services before joining WealthBridge in 2018. Dunlap is a licensed insurance professional and holds the Series 63 and Series 65 designations. WealthBridge Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management and financial planning. The firm utilizes tax-aware portfolios primarily consisting of low-cost ETFs and mutual funds, combining fundamental, technical, and cyclical analysis with discretionary oversight.

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.

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® with 15 years of industry experience, currently serving at Frazier Financial Advisors, LLC. His prior roles include positions at PNC Wealth Management and Triad Advisors. He is a board member and director of sponsorships for the Central Chapter of the Financial Planning Association. Frazier Financial Advisors, LLC provides advisory services to individuals, including high-net-worth clients, as well as institutions such as pension plans, trusts, and charitable organizations. The firm integrates wealth planning with portfolio management, employing a variety of investment strategies and also offering in-house accounting and tax preparation services.

Colin White is a CFA® charterholder with two years of experience at Frazier Financial Advisors, LLC in Columbus, OH. Prior to joining Frazier Financial Advisors, he worked at Otterbein University and Miami University and was involved with AcesDiving LLC. Frazier Financial Advisors serves individuals, trusts, pension plans, and businesses by providing portfolio management, financial planning, and ERISA plan investment management. The firm integrates wealth planning with investment strategies that include fundamental and technical analysis, supported by in-house 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.

Christopher Bartkowski is a financial advisor at Summit Financial Strategies Inc. He holds the CFP®, CFA®, and Series 65 credentials and has five years of industry experience. His prior roles include positions at Corient, Budros, Ruhlin & Roe, Squire Patton Boggs, and Bloomberg BNA. Summit Financial Strategies serves individuals across wealth levels, as well as business entities, trusts, estates, and charitable organizations, offering a range of advisory and planning services. The firm constructs diversified portfolios using multiple asset classes and employs third-party technology platforms to enhance portfolio management, including tax-efficient strategies and managed held-away account services.

Philip Kessler is a financial advisor at SWS Partners, LLC in Columbus, Ohio, holding a Series 66 designation with 17 years of industry experience. He has been with SWS Partners since 2015. SWS Partners manages approximately $442.6 million in assets with a five-person advisory team, providing discretionary investment management, financial planning, OCIO, and multi-family office services to a diverse client base including high-net-worth individuals, family offices, pension plans, and charitable organizations. The firm employs a blended investment approach combining passive asset-class exposures with research-driven active selection and offers proprietary model portfolios, wrap-fee programs, and access to alternative investments.

Isao Shoji is a CFP® professional with 20 years of experience in financial advising. He is currently with Asendo Wealth Advisory and previously spent 13 years at Ameriprise Financial Services, Inc. Shoji is also involved in business operations through SG Capital LLC. Asendo Wealth Advisory provides financial planning, consulting, investment, and wealth management services to individuals, profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs an institutional modeling system to construct ETF-centric portfolios and incorporates strategies such as options, inverse ETFs, and third-party managers when suitable.

Mikhail Poltyrev is a financial advisor at GGM Financial LLC with 16 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including JPMorgan Securities LLC and Commonwealth Financial Network. Outside of advising, he is a co-owner of BAM Distributing, a private eBay sales business. GGM Financial, LLC serves individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients with wealth management, financial planning, and retirement consulting. The firm offers discretionary portfolio management and standalone planning, employing a goal-based investment approach that includes modern portfolio theory, fundamental, quantitative, technical, and cyclical analysis.

Robert Ostrander is a CFP® professional with 44 years of experience in the financial services industry. He is affiliated with SWS Advisors, Inc., where he has worked since 2008. Ostrander serves on the boards of multiple nonprofit organizations, including America Freedom Project and Floodgate Vision, and is president of Centerpoint Stewardship, Inc., a holistic planning organization for individuals and families. SWS Advisors, Inc. is a registered investment adviser serving individuals, corporations, businesses, and charitable organizations. The firm manages approximately $50.6 million in discretionary assets across about 449 client relationships, offering discretionary portfolio management, written financial planning, and project-based advice tailored to client needs.

Benjamin Skinner is a CFP® with 10 years of industry experience, currently serving at Summit Financial Strategies Inc since 2016. He is based in Columbus, OH, and works within a team of 20 advisors at the firm. Summit Financial Strategies serves individuals—including both non-high-net-worth and high-net-worth clients—along with business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary investment advisory services, bundled wealth management, financial planning, tax planning, and retirement plan services, emphasizing diversified portfolios and fee-only fiduciary standards.

Callie Jacoby is a CFP® at Gryphon Financial Partners with three years of industry experience. She previously worked at PNC Bank NA for 26 years before joining Gryphon. Gryphon Financial Partners offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm serves both non-high-net-worth and high-net-worth clients, focusing on family business sales and exits, succession and legacy planning, and provides discretionary and non-discretionary portfolio management, investment consulting, tax and estate planning, and family office services.

Kris Herminghuysen is a Series 65-licensed advisor at Columbus Investment Advisory Inc. with eight years at the firm and a total of 15 years of industry experience, including a decade as a self-employed financial professional. Based in New Albany, OH, he is part of a five-advisor team. Columbus Investment Advisory provides discretionary portfolio management services primarily to individuals and families, including high-net-worth clients, trusts, IRAs, and charitable foundations. The firm’s investment approach relies on proprietary fundamental research to identify undervalued stocks and emphasizes individual bonds for fixed-income allocations.

Theodore Winders is a CFP®, CFA®, and Series 63-licensed advisor with 16 years of industry experience. He has worked at Yarger Wealth Strategies, LLC since 2023 and previously spent seven years at J.P. Morgan Institutional Investments Inc. Yarger Wealth Strategies is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages discretionary portfolios focused on fundamental analysis with a primarily long-term investment horizon, utilizing a range of investment vehicles including ETFs, mutual funds, equities, bonds, and alternative investments.

Omar Ganoom is a financial advisor with SB Advisory, LLC in Columbus, OH, holding a Series 63 designation and 29 years of industry experience. His prior roles include positions at San Blas Securities LLC, Central States Capital Markets, Caldwell Sutter Capital, Inc., and Boenning & Scattergood. Outside of his advisory work, he is the managing member of a real estate ownership entity. SB Advisory, LLC is a multi-team firm managing over $1 billion for individuals, businesses, and retirement plans. The firm primarily provides non-discretionary investment advice using a combination of mutual funds, ETFs, individual equities, and outside managers, employing fundamental, technical, and qualitative analysis.

Erik Roemer is a CFP® with over 32 years of experience in the financial services industry. He has worked at Gerber, LLC since 2000 and previously at Purshe Kaplan Sterling Investments. Roemer holds Series 63 and Series 65 licenses and serves as Chief Compliance Officer at Gerber, overseeing client service, financial planning, staff management, and regulatory compliance. Gerber, LLC serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, focusing on growth-oriented, first-generation entrepreneurs. The firm offers discretionary investment management and comprehensive wealth services, using a long-term, diversified investment approach that includes mutual funds, ETFs, alternative investments, and derivatives, supported by independent managers and an outsourced CIO.

Brett Vandervort is a financial advisor at Swisher Financial Concepts, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at Swisher Financial Concepts in two separate periods totaling 12 years, as well as at THE O.N. Equity Sales Company for three years. Swisher Financial Concepts serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing fee-based financial planning, individualized investment management, and pension consulting. The firm employs a combination of fundamental and technical analysis to develop client-specific investment policies and offers additional services including tax preparation and small-business management consulting.