Ryan Leary is a CFP®-certified financial advisor with two years of industry experience, currently with TSG Advice Partners, LLC. His prior experience includes roles at Equitable Advisors, Cambly, Stonebridge Wealth Strategies, and AXA Advisors. TSG Advice Partners, LLC provides financial planning, consulting, and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs an institutional modeling system with ETF-centered portfolios and offers in-house tax preparation and bookkeeping services as part of its comprehensive advisory approach.

Jason Eliason is a CFP®, CFA®, and ChFC® with 23 years of industry experience. He has been with Waller Financial Planning Group, Inc. in Columbus, OH since 2008. Outside of his advisory role, he serves as a board member for the Stratford Ecological Center, a nonprofit focused on education and environmental initiatives. Waller Financial Planning Group serves individual investors, pension and profit-sharing plans, and charitable organizations by providing investment management and written financial planning. The firm employs a team-based approach with advanced credentialed advisors and uses customized investment programs managed through the Charles Schwab institutional platform.

Roman Korolchuk is a CFP® professional with eight years at Summit Financial Strategies Inc and three years of industry experience. Prior to joining Summit, he worked at Ohio State Wexner Medical Center and The Ohio State University. 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 a discretionary program for smaller accounts, operating as a fee-only fiduciary with a focus on long-term portfolio strategies alongside flexible investment options.

Sarah Schwieterman is a CFP® professional with three years of industry experience, currently serving at Peak Retirement Planning, Inc. in Columbus, OH. Her prior experience includes roles at Avantax Advisory Services, Moorman, Harting Financial Services, and Anderson Financial Strategies. She serves as a board member of the Financial Planning Association of Southwest Ohio, where she organizes educational events for financial professionals. Peak Retirement Planning serves individual and high-net-worth clients with discretionary investment management, financial planning consulting, and related services. The firm offers in-house CPA support and estate planning assistance, tailoring strategies to clients’ objectives and reviewing accounts quarterly.

Isaac Miller is a Series 65-licensed advisor at Solyco Wealth LLC with three years of industry experience. He previously worked at Evolution Financial Group, Mass Mutual, and The Lake Club. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and financial planning. The firm uses a combination of low-cost mutual funds, ETFs, individual securities, and alternative investments, employing both fundamental and technical analysis with a generally long-term investment focus.

Joseph Schmitz, Jr. is a CFP® and ChFC® with seven years of industry experience. He has worked at Peak Retirement Planning, Inc. since 2021 and previously held roles at First Command and Parkland Securities. In addition to his advisory role, he is licensed as an insurance agent and sells various insurance products. Peak Retirement Planning serves individual and high-net-worth clients with discretionary investment management and financial planning consulting. The firm offers an in-house CPA for tax services and supports estate planning through third-party software, tailoring advice to clients’ objectives and managing approximately $631 million across about 910 accounts.

Azeem Abdul Haqq is a financial advisor at Gerber, LLC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Global Atlantic Distributors, LLC and Osaic Institutions, Inc. In addition to his advisory role, he is a licensed insurance agent. Gerber, LLC serves growth-oriented, first-generation entrepreneurs, providing wealth management, discretionary investment management, and entrepreneurial planning to individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment process combining fundamental, technical, behavioral, and charting analyses, and it manages $588 million in discretionary assets with a focus on entrepreneurial coaching and tailored financial solutions.

Christopher Olsgard is a CFP® with 17 years of industry experience, currently serving at Waller Financial Planning Group, Inc. since 2008. He is based in Columbus, OH, and holds the Series 63 designation. Waller Financial Planning Group serves individual investors, pension and profit-sharing plans, and charitable organizations by providing investment management and written financial planning. The firm employs a customized investment approach using an investment policy statement, an Approved Investment List, and a mix of exchange-traded funds and mutual funds, with portfolios typically managed on a discretionary basis.

Craig Sumerel is a financial advisor at Gryphon Financial Partners with four years of industry experience. He holds a Series 65 designation and has worked at Gryphon Financial Partners since 2023. Outside of his advisory role, Craig serves as CEO of Trail Lines Enterprises, a non-investment related business. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities, serving both high-net-worth and non-HNW clients. The firm employs an active, diversified “total portfolio” approach and manages several affiliated private investment vehicles alongside its in-house global equity strategy.

Emily Wilcher is a CFP® professional with nine years of industry experience. She is currently with Frazier Financial Advisors, LLC and has previously worked at Private Client Services, Triad Advisors, Mid Atlantic Capital Corporation, and Everhart Advisors. In addition to her advisory role, she is involved in tax preparation services through Frazier Financial Advisors. Frazier Financial Advisors, LLC serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, managing approximately $930 million in assets across 16 advisors. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and fiduciary services, using a variety of investment strategies and integrating tax, estate, and philanthropy planning.

Robert Hamilton is a CFP® with 43 years of industry experience. He has been with PDS Planning, Inc. since 1989 and Royal Alliance Associates, Inc. since 1990. PDS Planning, Inc. is a fee-only registered investment adviser serving individual clients, business entities, pension plans, charitable institutions, and non-profit organizations. The firm emphasizes planning-driven investment decisions, offers comprehensive financial planning and investment advisory services, and uses an annual fixed-fee model for most client engagements.

Steven Cavalieri is a CFP® and CFA® at Summit Financial Strategies Inc with two years of industry experience. He previously worked at Mariner Investment Group for eight years and had a brief tenure at Delta Capital Management, Inc. Cavalieri is based in Columbus, OH. Summit Financial Strategies serves a diverse clientele including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory, wealth management, financial and tax planning services, and a discretionary program for smaller accounts, emphasizing long-term investment strategies combined with ongoing portfolio monitoring.

Brad Gregory is a financial advisor at G2 Capital Management, LLC in Columbus, OH, holding a Series 65 designation with nine years of industry experience. He worked at Buckingham Capital Management, Inc. for eleven years prior to joining G2 Capital Management in 2022. 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, supplemented by individual securities as needed, and offers family-office advisory services, retirement plan consulting, and access to private capital market investments for accredited investors.

Sean Luttrell is a CFP® with Series 66 registration and one year of industry experience. He is currently with G2 Capital Management, LLC and previously worked at Summit Financial Strategies and Morgan Stanley. Outside of finance, his work history includes roles in diverse sectors such as collegiate employment and recreational facilities. G2 Capital Management, LLC is an SEC-registered advisory firm managing approximately $756.5 million for a range of clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a primarily long-term, rules-based investment approach focused on risk management and diversified allocations, and it distinguishes itself through its involvement in private funds and private capital opportunities.

Geoffrey Biehn is a CFP® and holds a Series 65 license with 21 years of industry experience. He has been with Trinity Financial Advisors LLC since 2005. Trinity Financial Advisors LLC is a fee-only advisory firm managing approximately $580 million for around 200 individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and business advisory services, with a focus on customized asset allocations using a variety of investment strategies and securities.

Victor Shott is a CFP® with two years of industry experience, currently serving at Frazier Financial Advisors, LLC. His work history includes roles at Private Client Services and Swenson Drive Ins. Frazier Financial Advisors, LLC is a registered investment adviser managing approximately $1.16 billion in assets for individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers tailored investment management and financial planning services using a combination of fundamental and technical analysis, model portfolios, and third-party managers, along with integrated accounting and tax preparation services.

John Loveday is a CFP® professional at TSG Advice Partners, LLC with six years of industry experience. He has held roles at Collaborative Financial Partners LLC, McCarthy and Cox Retirement and Estate Specialist LLC, and several other firms. His background also includes student financial services at Mount Vernon Nazarene University. TSG Advice Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs ETF-based model portfolios and integrates in-house tax preparation alongside legal referral services in its offerings.

Christina Povenmire is a CFP® with 16 years of industry experience, currently serving at rebel Financial, LLC since 2022. She previously worked for 20 years at Cmp Financial Planning. Outside of her advisory role, she owns and conducts financial planning educational seminars through Educational Seminars Group. rebel Financial, LLC serves individual and high-net-worth investors, as well as pension and corporate clients, offering customized portfolio management, comprehensive financial planning, and insurance solutions. The firm integrates fundamental and technical analysis with modern portfolio theory and provides additional services such as tax preparation, bookkeeping, and payroll.

Smarika Adhikari is a financial advisor at rebel Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining rebel Financial, she worked at Disbennett Wealth Management, Mitchell Insurance Agency, and Hoak Insurance Services. Before entering the financial industry, she held roles at Kroger and Dishman's Shell Food Mart. rebel Financial serves individual and high-net-worth investors, pension and profit-sharing plans, and corporate clients by providing investment management alongside comprehensive financial, retirement, business, and estate planning. The firm integrates fundamental analysis and modern portfolio theory in discretionary portfolio management and offers additional services such as tax preparation, bookkeeping, and payroll.

Christian Hertl is a CFP® professional with 21 years of industry experience, currently serving at ANTOLINO Wealth Advisors in Columbus, OH. He has held roles at AA Financial Advisors, LLC and Kestra Investment Services, LLC for over a decade. Hertl is also involved with Finances Simplified, a tax and accounting service, where he holds a minority interest. ANTOLINO Wealth Advisors provides financial planning and investment management to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses a multi-dimensional asset allocation approach and offers structured planning and portfolio management services through its proprietary UltraVision System® and UltraVision Club™ membership tiers.