Kendall Theil is a financial advisor at Meeder Advisory Services, Inc. with Series 65 and 63 credentials and one year of industry experience. Prior to joining Meeder Distribution Services, Inc., Kendall held roles at Meeder Investment Management, First Mutual Holding Company, Homepoint Financial, and Ohio State University. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors, and individual investors through separately managed accounts and model portfolio programs. The firm uses a quantitative, asset-allocation-driven investment approach and primarily works through intermediaries and institutional plan relationships.

Jeffrey Foster is a CFP® with 21 years of industry experience and has been with Retirement Strategies, Ltd. since 2008. He holds a Series 63 license and is based in Dublin, Ohio. Outside of his advisory role, he is a passive partner in RS Tax and Accounting Services, LLC, a tax and accounting firm managed by an active partner. Retirement Strategies, Ltd. serves individuals, including high-net-worth clients, and pension/profit-sharing plans by providing portfolio management, financial planning, consulting, and employer savings-plan monitoring. The firm offers regular newsletters, educational seminars, and uses client-facing planning software to support comprehensive financial planning.

Rita Itsell is a Series 65-licensed financial advisor at PDS Planning Inc with 12 years of industry experience. She has been with PDS Planning since 2002. PDS Planning Inc is a fee-only registered investment adviser serving individual clients, business entities, pension plans, charitable institutions, and non-profits. The firm focuses on planning-driven investment decisions and offers comprehensive financial planning and investment advisory services, including retirement-plan consulting and estate coordination.

Joshua Allen is a CFP® with 20 years of industry experience and serves as Chief Executive Officer and partner at TCP Asset Management, LLC. He has held roles at various firms including Riley Benefits & Investment Group and East Harbour Capital. Outside of advising, he owns Wanderlust Adventures & Events, LLC, a business involved in real estate sales and management. TCP Asset Management, LLC provides portfolio management, financial planning, and pension consulting to individual and institutional clients, including high-net-worth individuals. The firm utilizes a combination of fundamental and technical analysis, employs model portfolios and sub-advised strategies, and requires clients to use specific custodians and broker-dealers.

Daniel Wolford is a CFP® professional with 28 years of industry experience. He is currently with Swisher Financial Concepts, Inc., where he has worked since 2011, and previously spent over two decades at The O.N. Equity Sales Company. Outside of financial advising, he is a 50% member of Kidman, LLC, a real estate ownership entity with his spouse. Swisher Financial Concepts serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations, offering fee-based financial planning, investment management, and pension consulting. The firm employs a combination of fundamental and technical analysis to develop client-specific investment policies and also provides tax-preparation and small-business management consulting services.

Matthew Ruttenberg is a financial advisor with Life, Inc. Retirement Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Life, Inc. Retirement Services since 2019 and has worked with Cambridge Investment Research Advisors and Cambridge Investment Research since 2013. Outside of his advisory roles, he is a co-owner of Ruttenberg & Company LLC, a financial planning firm, and part-owner of The Money Twins, a financial education provider. Life, Inc. Retirement Services offers portfolio management, financial planning, and pension/401(k) consulting to individuals and small-business plan sponsors, focusing on long-term strategies guided by fundamental analysis, quantitative models, and modern portfolio theory. The firm serves primarily non-high-net-worth clients and manages a significant portion of assets on a non-discretionary basis.

Hannah Fitzpatrick is a CFP® professional at Summit Financial Strategies Inc with four years of industry experience. She has been with Summit Financial Strategies since 2016. Summit Financial Strategies serves individuals across wealth levels, business entities, trusts, estates, and charitable organizations with a range of advisory services including discretionary and non-discretionary investment management, financial planning, tax planning, and retirement plan services. The firm emphasizes diversified, long-term portfolios while allowing flexibility for client-directed strategies and employs technology platforms to support tax-efficient asset management and rebalancing.

Joshua Richardson is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 designation with three years of industry experience. Prior to joining Peak in 2023, he worked at Genpact and The Sygma Network. Richardson is also involved in insurance sales, providing various insurance products. Peak Retirement Planning serves individual and high-net-worth clients, offering discretionary investment management, financial planning consulting, and related services. The firm integrates an in-house CPA for tax preparation and employs an estate-planning software platform, tailoring advice to clients’ objectives, time horizon, and risk tolerance.

Adam Fitch is a financial advisor at Balance Wealth with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Bolt Financial Group, RT Specialty, and Northwestern Mutual. Balance Wealth Partners serves individual and high-net-worth clients as well as defined contribution and defined benefit plans, offering discretionary investment management, financial planning, and pension consulting through a team of nine advisors. The firm employs diversified, risk-based portfolios using fundamental analysis, modern portfolio theory, and quantitative approaches, and operates across nine offices with relationships that facilitate brokerage and custody services.

Samuel La Vielle is a CFP® professional at Summit Financial Strategies Inc with four years of industry experience. Prior to his current role, he held positions at Bank of America and Equis Financial. Outside of his advisory work, he serves as an assistant swim coach for Olentangy Orange Schools. Summit Financial Strategies provides investment advisory and wealth management services to individuals, business entities, trusts, estates, and charitable organizations. The firm emphasizes diversified, long-term portfolio allocations while offering discretionary and non-discretionary services, tax planning, and retirement plan management.

Robert Aaron Hammack is a CFP® professional with seven years of industry experience, currently serving at John E. Sestina and Company since 2014. He is based in Columbus, OH, and has been with the firm in various capacities since that time. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, retirement plan consulting, and educational workshops. 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.

David Marlin is a Series 65-licensed financial advisor at Balance Wealth with eight years of industry experience. Prior to joining Balance Wealth in 2025, he worked at Agdeavor Investments and Bolt Financial Group, Inc., and has also served as a military pilot instructor for FlightSafety Services Corp. since 2018. Outside of his advisory role, he provides continuation training for C-17 pilots in a flight simulator. Balance Wealth Partners is a registered investment adviser serving individual and high-net-worth clients, as well as defined contribution and defined benefit plans. The firm employs diversified, risk-based portfolios and combines fundamental analysis, modern portfolio theory, quantitative analysis, and long-term trading, managing approximately $387 million for over 550 clients through a team of advisors.

Karen Kehres is a financial advisor with Meyers Wealth Management, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has worked at Meyers Wealth Management since 2017 and previously held roles at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Meyers Wealth Management is a SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $1.61 billion across discretionary and non-discretionary accounts, offering portfolio management and related planning services with a focus on tactical asset allocation, value investing, and customized equity and fixed-income strategies.

Michael Johnson is a financial advisor at Capital City Asset Management Group, LLC with nine years of industry experience. He holds a Series 63 designation and has been self-employed since 2009. Johnson is also president of Michael Johnson Insurance Inc., an insurance business specializing in life, health, and annuities. Capital City Asset Management Group, LLC is an 11-advisor team that provides discretionary investment management and financial planning to a range of clients including individuals, retirement plans, trusts, and corporations. The firm offers customized portfolios employing diverse strategies across various asset classes, with management typically conducted on a discretionary basis.

Jeffrey Gomez is a CFP® professional with 15 years of industry experience. He has worked at G2 Capital Management, LLC since 2017 and previously held roles at Wealthstone Equities, Inc. and Wealthstone, Inc. He is the owner of Sellix International Detection, a holding company for investment-related purposes that is currently inactive. 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 long-term portfolio construction with low-cost mutual funds and ETFs, while also providing private capital market investments and family-office advisory services.

Benjamin Foor is a CFP® with 13 years of industry experience, currently serving as an advisor at Frazier Financial Advisors, LLC. He has been with Frazier Financial Advisors since 2013 and also holds a registered representative position with Private Client Services, LLC. In addition to advisory work, he prepares tax returns for clients of Frazier Financial Advisors. Frazier Financial Advisors is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.16 billion in assets, offering discretionary and non-discretionary investment management alongside comprehensive and modular financial planning, with integrated tax and accounting services.

Alan Woolever is a Series 63 licensed financial advisor with 40 years of industry experience. He is currently with DMK Advisor Group, Inc. and has held roles at BFC Planning, Securities Management & Research, Inc., and American National Insurance Company. In addition to his advisory work, he is active as an agent for life and property & casualty insurance. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm offers discretionary and non-discretionary management using mutual funds and ETFs, combining technical and fundamental analysis, and operates as both a registered broker-dealer and investment adviser sponsoring wrap accounts.

Nicholas Neuville is a financial advisor at WealthBridge Capital Management, LLC with nine years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., Morgan Stanley, Fidelity Investments, and TSG Advice Partners. WealthBridge Capital Management is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, and estates with wealth management, financial planning, and discretionary portfolio management. The firm focuses on building tax-aware portfolios using low-cost ETFs and mutual funds, supplemented by individual securities and independent managers, and manages approximately $710 million in client assets.

Tad Herrington is a CFP® and holds a Series 66 designation with 11 years of industry experience. He is currently affiliated with PDS Planning Inc and has worked at several firms including Wealth Launch, LLC and SWS Partners, LLC. He is the founder of Wealth Launch Planning Solutions, a practice management consulting business serving financial advisors. PDS Planning, Inc. is a fee-only registered investment adviser managing approximately $2.17 billion for about 600 clients, including individuals, business entities, pension plans, and charitable organizations. The firm offers customized financial planning and portfolio management, employing a disciplined investment approach that includes diversified asset allocation across ETFs, mutual funds, separately managed accounts, individual securities, and fixed income.

Larry Thompson is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Balance Wealth since 2025 and previously served as managing member of Agdeavor Investments for 19 years. Thompson is also president of Thompson Business Associates, a consulting and business management firm, and executive director of Heartland Agdeavor Association, both roles he has held for over 20 years. Balance Wealth Partners serves individual and high-net-worth clients as well as defined contribution and defined benefit plans, offering discretionary investment management, financial planning, and pension consulting through a team of nine advisors. The firm employs diversified, risk-based portfolios and applies fundamental analysis, modern portfolio theory, and quantitative methods in its investment approach.