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 and is currently a wealth advisor at TCP Asset Management, LLC. His prior roles include positions at Russell & Company - Kestra Investment Services and ownership of real estate-related businesses. He is also a partner at Premier Tax CPAs, a tax preparation and accounting firm. TCP Asset Management provides advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, offering portfolio management, financial planning, and estate-planning referrals through a digital platform. The firm manages accounts on a discretionary basis, tailoring allocations to client goals and utilizing multiple sub-advisers and model providers.

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.

David Grimm is a financial advisor at 15 Wealth Advisors LLC in Dublin, Ohio. He holds a Series 65 designation and has recently transitioned from a 26-year career at Superior Plastics Inc, where he worked until 2025. He currently balances roles at both 15 Wealth Advisors and Superior Plastics. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients by providing investment advisory, financial planning, and employer planning services. The firm employs a multi-disciplinary investment process focused on discretionary portfolio management using primarily ETFs, model allocations, and customized recommendations.

Joseph Tocyloski is a financial advisor with Meeder Advisory Services, Inc. in Dublin, Ohio. He holds a Series 63 designation and has 36 years of industry experience, including over 10 years with Meeder. Outside of his advisory role, he has a financial interest in a boutique business, J Lor Fashions Inc. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors and participants, and individual investors through separately managed accounts and model/strategist programs. The firm uses quantitative models and an asset-allocation framework to manage portfolios, often incorporating affiliated mutual funds and providing strategist and model services primarily through intermediaries and institutional plan relationships.

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.

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.

Mary Slane is a financial advisor at TCP Asset Management, LLC with 26 years of industry experience. She holds the Series 63 designation and has worked at firms including United Planners Financial Services of America and Trendency Capital Partners. She has also operated Slane Financial Group since 2003. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans with portfolio management, financial planning, and estate-planning referrals through a digital platform. The firm manages assets on a discretionary basis, using multiple sub-advisers and model providers, and maintains an 11-office footprint with a 25-advisor team.

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.

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.

Kyle Euton is a financial advisor at PDS Planning Inc in Dublin, OH, with 10 years of industry experience. He holds Series 65 and Series 63 designations and previously worked for Fidelity Brokerage Services, LLC for six years before joining PDS Planning in 2020. 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 services, employing a disciplined investment approach that includes diversified asset allocation and an explicit policy on cryptocurrency and AI governance.

Ralph Martinez is a financial advisor with SWS Advisors, Inc. in Columbus, Ohio, holding a Series 63 designation and bringing 42 years of industry experience. He has been with SWS Advisors since 2015 and also holds a license as an insurance agent, occasionally offering insurance products alongside his advisory services. SWS Advisors, Inc. is a registered investment adviser serving individuals, corporations, businesses, and charitable organizations with discretionary portfolio management and financial planning services. The firm employs both fundamental and technical analysis and manages approximately $50.6 million in discretionary assets for about 449 client relationships.

Andrew Barton is a CFP® certificant with 13 years of experience in financial advising. He is currently with Boldin Advisors, a team-based firm, and has held prior roles at Facet, MEEDER Investment Management, and Libertas Wealth Management Group. Outside of financial advising, he is the owner and board member of Uncle D, LLC, a printing services and product promotion business. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on low-cost, diversified indexed funds and ETFs with a long-term, buy-and-hold investment approach. The firm operates multiple offices with a six-advisor team and charges fixed, hourly, or annual fees rather than percentage-based fees.

Stephen Lukan is a CFP® professional with nine years of industry experience, currently affiliated with John E. Sestina and Company in Columbus, OH. He has been with the firm since 2016. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement plan consulting. 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.

Cole Schrock is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 66 designation with four years of industry experience. He has worked at several firms including Private Advisor Group, LLC and LPL Financial, LLC, and has a background that includes various roles outside the financial sector. Schrock is also licensed as an insurance agent, selling various insurance products as part of his business activities. Peak Retirement Planning serves individual and high-net-worth clients with discretionary investment management, financial planning consulting, and related services. The firm provides access to an in-house CPA for tax preparation and uses a third-party platform for estate planning, tailoring advice to client objectives and managing accounts with regular reviews and reporting.

Naomi Roberts is a financial advisor at Yarger Wealth Strategies, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Yarger Wealth Strategies in 2020, she worked at Raymond James Financial Services Advisors Inc. from 2014 to 2020. 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 retirement-plan advisory services, emphasizing customized portfolios constructed with ETFs, mutual funds, equities, bonds, and, when appropriate, alternative investments.

Mark Coffey is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Summit Financial Strategies Inc since 2010. He holds the Series 63 designation and is based in Columbus, OH. 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 and wealth management services alongside standalone financial and tax planning, employing primarily long-term investment strategies with access to a variety of portfolio management options.

Luke Salcone is a CFP® professional with 11 years of experience in financial advising, currently with Summit Financial Strategies Inc. He has been with Summit in various capacities since 2015. Outside of finance, he has experience in the food service industry through Bruegger's Bagels DBA North Coast Bakeries, where he worked for 11 years. Summit Financial Strategies serves individuals, business entities, trusts, estates, and charitable organizations with a range of advisory services including investment management, financial planning, tax planning, and retirement plan services. The firm employs diversified investment strategies and incorporates technology such as AI and third-party platforms to enhance portfolio management and tax efficiency.

Phillip Huff is a financial advisor at Golden Reserve Retirement, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms including Independence Wealth Advisors, LLC and AlphaStar Capital Management, LLC. In addition to his advisory role, he is a licensed insurance agent affiliated with Golden Reserve, LLC, where he recommends and services insurance products and fixed annuities. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, focusing on long-term, low-cost investing guided by modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities, with formal affiliations that integrate legal and tax expertise into its advisory offerings.