John Forloine is a CFP® professional with 15 years of industry experience, currently serving at Golden Reserve Retirement, LLC since 2022. His prior roles include positions at The Pension Group, McCarthy & Cox Retirement & Estate Planning Specialists, Commonwealth Financial Network, Nationwide Securities, Merrill, and Wells Fargo Clearing. He is also a licensed insurance agent engaged in commissionable insurance sales through Golden Reserve, LLC. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversified portfolios grounded in modern portfolio theory. The firm integrates estate-planning and tax services and employs a fixed annual fee model rather than an asset-based percentage fee.

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 CFP® and ChFC® with 16 years of industry experience, currently serving as a financial advisor at GGM Financial LLC. He previously worked at JPMorgan Securities LLC for six years and has co-owned a private eBay sales business, BAM Distributing, since 2016. GGM Financial, LLC provides wealth management, financial planning, and retirement plan consulting to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs discretionary, goal-based investment programs tailored to client objectives and risk tolerance, using various analytical methods and ongoing portfolio monitoring.

Carter Gerlach is a CFP® professional with 10 years of industry experience, currently serving at Windsor Advisory Group, LLC since 2019. Prior to joining Windsor, he worked at The Columbus Foundation from 2016 to 2019. Windsor Advisory Group serves ultra-high net worth individuals and families, offering customized financial planning and discretionary portfolio management. The firm also provides family office and personal CFO services, with an investment approach that includes both public and private markets and a distinctive capability to manage pooled private investment vehicles.

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.

Branda Allen is a financial advisor with TCP Asset Management, LLC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has been with TCP Asset Management since 2017 and also owns Wanderlust Adventures & Events LLC. TCP Asset Management provides advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, offering portfolio management, financial planning, pension consulting, and estate-planning referrals through a digital platform. The firm manages over $1 billion in client assets with a 25-advisor team across 11 offices, delivering tailored investment strategies and utilizing multiple sub-advisers and model providers.

Laurie Licata is a CFP® professional with seven years of industry experience, currently serving as part of the team at PDS Planning Inc in Dublin, OH. She has been with PDS Planning since 2008, totaling 18 years at the firm. PDS Planning Inc is a fee-only registered investment adviser that offers financial planning and portfolio management to individuals, business entities, pension plans, and charitable organizations. The firm manages approximately $2.17 billion across about 600 clients and employs a fixed-fee structure for its advisory services, providing customized financial plans and investment strategies that include ETFs, mutual funds, separate accounts, and direct equities and fixed income.

Eric Kelemen is a financial advisor at MDRN Capital with Series 63 and Series 65 licenses. He has prior experience at Park National Bank, Golden Reserve, and Huntington National Bank. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and comprehensive financial planning, employing a multi-advisor team model and a primarily long-term investment approach.

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.

Ryan Watt is a CFP® professional with 20 years of industry experience, currently serving at Arena Private Wealth. His prior roles include positions at Objective Capital Management, Mutual Securities, Fifth Third Securities, Fifth Third Bank, and Ameriprise. He is a board member of the Juvenile Diabetes Research Foundation’s Southern and Central Ohio Chapter. Arena Private Wealth provides financial planning and portfolio management services to individuals and high-net-worth clients, offering personalized strategies including covered-call approaches for concentrated equity positions. The firm employs a combination of fundamental, technical, and modern portfolio methods and sponsors proprietary investment funds with performance-based fees.

James Lindner is a CFP® and ChFC® with 32 years of industry experience, currently serving at Retirement Strategies, Ltd. He has held roles at Private Client Services and Purshe Kaplan Sterling Investments, among others. Outside of advising, Lindner is the founder and president of Capital City Young Aviators, a nonprofit that mentors at-risk youth through aviation programs, and he also serves as president and co-founder of the Central Ohio Professional Education Council, which provides free financial education workshops. Retirement Strategies, Ltd. provides comprehensive financial planning, portfolio management, and consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes tailored investment strategies using ETFs, mutual funds, stocks, and bonds, supplemented by newsletters, educational seminars, and client-facing planning software.

Matthew Schaefer is a financial advisor at Golden Reserve Retirement, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at The Superlative Group from 2013 to 2020. Outside of advisory services, he holds a licensed insurance agent role, recommending and selling commissionable insurance products through Golden Reserve, LLC. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification with an emphasis on passive, low-cost investments. The firm integrates estate-planning and tax services as part of its fixed annual fee structure.

Christopher Schumacher is a CFP®-designated financial advisor with 21 years of industry experience. He is currently with Asendo Wealth Advisory and previously worked at Ameriprise Financial Services, Inc. for 13 years. Outside of his advisory role, he is involved in the management of an investment-related real estate entity. Asendo Wealth Advisory serves individuals, profit-sharing plans, trusts, estates, charitable organizations, and business entities with financial planning, consulting, and wealth management services. The firm employs an institutional modeling system focused on ETF-centric portfolios and incorporates strategies such as options, alternative investments, and third-party managers when suitable for clients.

Nicholas Leeper is an advisor at Retirement Strategies, Ltd. in Dublin, OH, holding Series 65 and Series 66 credentials. He has experience working at Baker Hughes and managing Leeper Farms alongside his advisory role. Retirement Strategies, Ltd. serves individuals, including high-net-worth clients, and retirement plan sponsors, providing portfolio management, financial planning, and consulting services. The firm incorporates both fundamental and technical analysis in its investment approach and offers employee-focused educational seminars.

Kristen Nicholson is a financial advisor at Gryphon Financial Partners with a Series 65 designation and two years of industry experience. Before joining Gryphon, she worked at PNC Bank for seven years. Gryphon Financial Partners serves individual clients, retirement plans, trusts, estates, corporations, and other business entities with investment advisory and financial planning services. The firm employs an active, diversified approach focusing on family business sales and exits, succession and legacy planning, and offers a range of portfolio management, consulting, tax, estate planning, and family office services.

Michael Solik is a CFP® with nine years of industry experience, currently serving as an advisor at Gryphon Financial Partners in Columbus, OH. He has been with Gryphon since 2017 and is also a member of Gryphon Normandy Manager, LLC. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm focuses on family business transitions, succession and legacy planning, and offers a range of portfolio management, tax, estate planning, and family office services through an active, diversified investment approach.

Jacob Martin is a CFP® with eight years of industry experience. He has worked at The Joseph Group from 2013 to 2025 and subsequently at NorthAvenue Financial Advocates before joining Keeler & Nadler Family Wealth, LLC in 2025. Keeler & Nadler Family Wealth provides wealth management services combining investment management and financial planning for individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing a broad range of analysis methods and incorporates tools such as margin, leverage, and derivatives in client strategies.

Brynn Walden is a financial advisor with Ash Matson Wealth Partners, Inc. based in London, Ohio, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Ash Matson, Walden worked for Platinum Capital Advisors LLC for 10 years and has been involved with Southern Cross Management Ltd since 1993. Outside of advising, Walden is active in real estate development and management through multiple partnerships and development companies. Ash Matson Wealth Partners provides advisory services to individuals and various institutional clients by recommending third-party advisers to implement investment strategies. The firm uses a personalized asset-allocation process based on client goals and risk tolerance but does not directly manage client portfolios or custody assets.

Jessica Simmons is a CFP® and Series 66 license holder with 14 years of industry experience. She is currently a wealth advisor at TCP Asset Management, LLC and also serves as a certified divorce financial analyst with BlackBird Divorce Solutions. Simmons previously worked at Ameriprise Financial Services, Inc. for 12 years. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing portfolio management, financial planning, pension consulting, and estate-planning referrals through a digital platform. The firm manages accounts on a discretionary basis with tailored allocations and operates a multi-office team managing over $1 billion in client assets.