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.

Martin Meyers is a CFP®-designated financial advisor at Meyers Wealth Management, LLC in Columbus, OH, with 28 years of industry experience. He has worked at Meyers Wealth Management since 2018 and previously spent nine years at Wells Fargo Advisors and Wells Fargo Clearing Services. Meyers Wealth Management is a SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses with portfolio management and related planning services. The firm manages approximately $1.61 billion and employs a range of strategies including tactical asset allocation and value investing, while sponsoring a wrap-fee program and offering educational seminars for clients and plan participants.

Alexandra Buehler is a financial advisor at Meyers Wealth Management, LLC in Columbus, Ohio, holding a Series 66 designation with five years of industry experience. Prior to joining Meyers Wealth Management as a full team member, she worked at GBQ Partners for three years. Meyers Wealth Management is a family-owned, SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and other entities. The firm employs tactical asset allocation and value-oriented approaches to create individualized investment plans, managing approximately $1.9 billion across nine advisors and about 800 client relationships.

Anthony Zrinyi is a financial advisor at Golden Reserve Retirement, LLC with nine years of industry experience. His background includes roles at Northwestern Mutual Wealth Management Company and Gibbs Butcher and Brews. Outside of advising, he has worked as a bartender and server at Gibbs Butcher and Brews. 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 within its fee structure and offers tailored advice including portfolio management and retirement planning.

Kurt Brown is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at PDS Planning, Inc. in Dublin, OH. He has been with PDS Planning since 2010. PDS Planning, Inc. is a fee-only registered investment adviser that provides comprehensive financial planning and investment advisory services to individuals, high-net-worth households, business entities, pension plans, charitable institutions, and non-profit organizations. The firm emphasizes planning-driven investment decisions, ongoing portfolio monitoring, and a fiduciary standard, offering a fixed-fee model for client engagements and a range of services including retirement-plan consulting and business succession planning.

Jason Farris is a CFP® with 17 years of industry experience, currently serving at Waller Financial Planning Group, Inc. in Columbus, OH, where he has worked since 2008. He holds a Series 63 license and is part of a multi-advisor team at the firm. Waller Financial Planning Group serves individual investors across a range of wealth levels, as well as pension and profit-sharing plans and charitable organizations. The firm offers customized investment management and financial planning, utilizing a disciplined approach that combines fundamental and technical inputs to construct and monitor portfolios, supported by regular client communications and educational materials.

Brad Hennebert is a CFP® professional with two years of experience in financial advising, currently with TCP Asset Management, LLC. He has prior experience at Russell & Company - Kestra Investment Services and owns a tax preparation and accounting firm, Premier Tax CPAs, which he has been a partner in since 2003. TCP Asset Management advises individual clients, including high-net-worth individuals, and pension and profit-sharing plans, providing discretionary portfolio management and financial planning services. The firm employs both fundamental and technical analysis with a long-term trading orientation and manages approximately $822 million in assets across 18 advisors.

Jason Witt is a financial advisor at ANTOLINO Wealth Advisors in Columbus, OH, holding a Series 66 designation with six years of industry experience. Prior to joining ANTOLINO, he worked at United Wholesale Mortgage and has been associated with AA Financial Advisors and Kestra Investment Services since 2019. Outside of his advisory role, he is involved with AA Financial Advisors: Antolino & Associates. ANTOLINO Wealth Advisors provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses a multi-dimensional asset allocation approach called the ABC’s of Cashflow™, employing a variety of investment models and tools to create customized portfolios and ongoing reviews.

Timothy Swain is a CFP® professional with 13 years of industry experience, currently serving at Summit Financial Strategies Inc in Columbus, OH. He has been with Summit Financial Strategies since 2016. Summit Financial Strategies serves individuals and entities including trusts, estates, and charitable organizations, offering discretionary and non-discretionary investment advisory services along with financial planning, tax planning, and retirement plan services. The firm operates as a fee-only adviser with a fiduciary oath requirement and emphasizes diversified, long-term portfolio construction while employing advanced tools and strategies.

Timothy Scholten is a financial advisor with Yarger Wealth Strategies, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and Raymond James Financial Services. Outside of his advisory work, he serves as a paid referee for Ohio high school and middle school basketball games. 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 ERISA fiduciary investment oversight, employing customized portfolios with a focus on fundamental analysis and a primarily long-term investment horizon.

Robert Keidan is a CFP® with 46 years of industry experience. He is a principal at Keidan Financial Consultants LLC, where he has worked for 27 years, following a prior role with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) beginning in 1989. He serves as a board member of the Temple Israel Foundation, contributing to policy and volunteer activities. Keidan Financial Consultants provides investment supervisory services and comprehensive financial planning for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm employs a quantitative and research-driven investment process, offering both discretionary and non-discretionary portfolio management alongside retirement rollover guidance and an advisor-managed platform through Pershing.

Tyler Nichols is a Series 65-licensed financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, with one year of industry experience. Prior to joining Peak Retirement Planning, he worked at Scioto Country Club and 4K Landscape. Peak Retirement Planning serves individual and high-net-worth clients, providing discretionary investment management, financial planning consulting, and related services. The firm offers personalized advice based on clients’ objectives, time horizon, and risk tolerance, supported by an in-house CPA for tax preparation and access to estate-planning software through a third party.

Patrick Brobeck is a financial advisor with E. A. Horwitz LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He also serves as Deputy Director of Quality Assurance for the Ohio Attorney General’s Office, where he works on process improvement and quality control. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, focusing on a conservative, principal-preservation investment philosophy tailored to individual needs. The firm integrates risk management tools such as options and fixed-income trading and maintains a combination of small-firm client focus with institutional trading and compliance infrastructure.

Mary Slane is a financial advisor with TCP Asset Management, LLC in Dublin, OH, holding a Series 63 license and over 26 years of industry experience. She has been affiliated with TCP Asset Management since 2016 and has prior experience at United Planners Financial Services of America and several other firms. Slane also operates Slane Financial Group, a marketing entity for her wealth management services. TCP Asset Management advises individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management, financial planning, and estate-planning referrals, utilizing both fundamental and technical analysis with a long-term trading approach.

Christian Carey is a financial advisor with Golden Reserve Retirement, LLC in Dublin, Ohio, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Ameriprise and Edward Jones. Carey is also a licensed insurance agent affiliated with Golden Reserve, LLC, where he engages in the recommendation and sale of insurance products and fixed annuities. 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 affiliated estate-planning legal and tax services within its fixed annual fee structure.

William Ratcliff is a financial advisor at rebel Financial, LLC with 21 years of industry experience. He holds a Series 66 designation and has been with rebel Financial since 2013. Prior to that, he worked at Axa Advisors, LLC starting in 2006. Rebel Financial serves individual and high-net-worth investors, as well as pension/profit-sharing plans and corporate clients, providing customized portfolio management, financial planning, investment management, and insurance solutions. The firm integrates fundamental and technical analysis with modern portfolio theory and offers a range of service tiers and digital products alongside accounting and payroll services.

Eric Eberts is a financial advisor at Keidan Financial Consultants LLC in Columbus, OH, with 19 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and has been with Keidan Financial Consultants since 2012. Keidan Financial Consultants provides investment supervisory services and financial planning to individuals, trusts, high-net-worth clients, and employer-sponsored retirement plans. The firm combines risk-tolerance assessment with asset allocation modeling and quantitative tools, offering both discretionary and non-discretionary portfolio management primarily through mutual funds, ETFs, and fixed-income securities.

Timothy Burkett is a CFP® and holds a Series 65 license with six years of industry experience. He has been with Keeler & Nadler Family Wealth since 2020 and previously worked at NorthAvenue LLC and Partnership Financial LLC. Before entering financial advising, he spent over a decade at the US Trotting Association. Keeler & Nadler Family Wealth provides wealth management services to individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing a range of analysis methods and investment tools tailored to clients’ goals and risk tolerances.

Louis Kin Shing Lo is a financial advisor with SWS Advisors, Inc. in Columbus, OH, holding a Series 63 designation and 39 years of industry experience. He has worked at SWS Advisors and Omni Financial Securities since 2020 and previously spent seven years at Cetera Advisors LLC. In addition to his advisory role, he provides part-time tax preparation services for individuals and local small businesses. 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 a seven-person advisory team, offering discretionary portfolio management, financial planning, and project-based advice tailored to each client’s Investment Policy Statement.

Brandon Boychuk is a financial advisor with ANTOLINO Wealth Advisors in Columbus, OH, holding credentials including CFP® and ChFC® with 10 years of industry experience. His prior work includes positions at Kestra Investment Services, Bank of America, and Merrill. Outside of advising, he owns an auto detailing business. ANTOLINO Wealth Advisors offers financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm utilizes a multi-dimensional asset allocation approach, incorporating various investment models and planning tools to create custom portfolios and ongoing reviews.