Craig Robinette is a financial advisor with Golden Reserve Retirement, LLC in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Crump Life Insurance Services, OneAmerica Securities, and Nationwide Securities LLC. Robinette also operates Robinette Risk Management, an entrepreneurial venture he has been involved with since 2023. 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 a preference for passive, low-cost investments. The firm integrates estate-planning legal and tax services within its fixed annual fee structure, and offers tailored advice supported by regular portfolio monitoring.

Timothy Power is a financial advisor at Balance Wealth with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at WealthSource Partners and SurePath Wealth Management. Outside of his advisory role, he is also active as an artist. Balance Wealth Partners serves individual and high-net-worth clients as well as defined contribution and defined benefit plans, providing discretionary investment management, financial planning, and pension consulting. The firm employs diversified, risk-based portfolios using various investment vehicles and operates from multiple offices, supporting over 550 clients.

Kevin Vannatta is a CFP® professional with six years of industry experience. He has been with G2 Capital Management, LLC since 2020 and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He is based in Columbus, OH. 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 low-cost mutual funds and ETFs, supplemented by individual securities as needed, and offers private capital market investments and family-office advisory services.

Paul Geiger is a financial advisor at Windsor Advisory Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Meeder Investment Management, FTJ FundChoice LLC, and Fidelity Brokerage Services LLC. Windsor Advisory Group provides family office and wealth advisory services primarily to high net worth individuals, families, and family offices, as well as trusts, corporations, and charitable entities. The firm offers comprehensive financial consulting and portfolio management, emphasizing individualized cash flow and investment plans implemented across both public and private markets.

Blake Farmer is a financial advisor with Asendo Wealth Advisory in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes roles at TSG Advice Partners, Ameriprise Financial Services, and Morgan Stanley. Asendo Wealth Advisory offers financial planning, consulting, investment, and wealth management services to individuals, trusts, business entities, and charitable organizations. The firm utilizes an institutional modeling system to construct ETF-focused portfolios across various risk profiles and incorporates options, alternative investments, and third-party managers as appropriate.

Ross Emrick is a financial advisor at Meeder Advisory Services, Inc. with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including BNY Mellon Advisors, Pershing LLC, and J.P. Morgan Securities. Prior to his advisory career, he was involved in home remodeling businesses. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors, and individual investors through separately managed accounts and model programs. The firm uses a quantitative, asset-allocation-driven investment process and primarily works through intermediaries rather than direct retail clients.

Harry Dye III is a financial advisor at Windsor Advisory Group, LLC in Columbus, OH, with 8 years of industry experience. He holds the Series 65 designation and has been with Windsor Advisory Group since 2002. Windsor Advisory Group provides family office and wealth advisory services primarily to high net worth individuals, families, and family offices, as well as trusts, corporations, and charitable entities. The firm offers comprehensive financial planning and portfolio management, emphasizing customized investment strategies across public and private markets, including private equity and hedge funds.

Tyler Cook is a CFP® professional with nine years of industry experience, currently serving at John E. Sestina and Company since 2016. He is based in Columbus, OH, and has been associated with the firm, in various capacities, since 2004. 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 approach and follows a long-term, diversified investment strategy primarily using mutual funds and ETFs, along with other asset classes when appropriate.

William Root is a financial advisor at Keeler & Nadler Family Wealth with 22 years of industry experience. He holds a Series 66 designation and has worked at Arenstein & Andersen Co., LPA since 2024, following a lengthy tenure at Resch Root Phillipps and Graham LLC from 1978 to 2024. In addition to his advisory role, he serves as Of Counsel, specializing in estate and business planning law. Keeler & Nadler Family Wealth provides wealth management services integrating 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 variety of analytical methods and investment tools tailored to client goals and risk tolerances.

Daniel Liss is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at Meeder Advisory Services, Inc. in Dublin, OH, with four years of industry experience. His prior roles include positions at multiple Cetera entities and Root Insurance. Meeder Advisory Services, Inc. provides portfolio management, strategist/sub-advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients through separately managed accounts, model portfolios, and Meeder Investment Portfolios. The firm utilizes proprietary quantitative methodologies and offers tax-aware, age- or risk-based model solutions, often acting as a discretionary manager while providing periodic performance reporting to clients.

Benjamin Hout is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Golden Reserve Retirement, LLC. His prior roles include positions at Horter Investment Management, Cerity Partners, ARGI Investment Services, and a long tenure at Fifth Third Securities and Fifth Third Bank. He is also a licensed insurance agent involved in the recommendation and sale of 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, predominantly passive investing guided by modern portfolio theory. The firm offers discretionary management and integrates estate-planning and tax-preparation services through affiliated entities, distinguishing itself with formal affiliations to law and tax firms and a structured approach to investment and custody.

David Meske is a financial advisor with TCP Asset Management, LLC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with TCP Asset Management since 2017 and is involved with Our Lady of Peace Athletic Board as treasurer and board member. TCP Asset Management serves individuals, high-net-worth clients, and institutional plans by providing portfolio management, financial planning, pension consulting, and estate-planning referrals through a digital platform. The firm manages accounts primarily on a discretionary basis, tailoring portfolios to clients' objectives and using multiple sub-advisers and model providers across its 25-advisor, 11-office team.

Dominic Garris is a Series 65-licensed advisor at Peak Retirement Planning, Inc. in Columbus, OH, with three years of industry experience. He has been with Peak since 2022 and operates an e-commerce retail business through DGARRIS ENTERPRISES, LLC. Prior to his current roles, he was involved with Buckeye Gold Company LLC for eight years. Peak Retirement Planning serves individual and high-net-worth clients with discretionary investment management and financial planning services. The firm offers in-house CPA support for tax preparation and uses an estate-planning software platform to assist clients, tailoring strategies across various investment approaches.

Phillip Susi is a financial advisor with TCP Asset Management, LLC, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at several firms including Riley Benefits and Investment Group and East Harbour Capital, and he has operated an independent insurance agency since 2005. TCP Asset Management provides advisory services to individuals, high-net-worth clients, and institutional plans, offering portfolio management, financial planning, pension consulting, and estate-planning referrals via a digital platform. The firm manages accounts on a discretionary basis, tailoring portfolios to client goals and risk tolerances, and oversees more than $1 billion in assets with a 25-advisor team across multiple offices.

Derek Kesig is a financial advisor at TCP Asset Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. He serves as a zoning board member for Delaware Township in Ohio. TCP Asset Management provides advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, focusing on portfolio management, financial planning, and pension consulting. The firm manages accounts primarily on a discretionary basis, using multiple sub-advisers and model providers while maintaining a multi-office presence with over $1 billion in assets under management.

John Riley is a financial advisor with TCP Asset Management, LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has held multiple roles since 2015, including positions with Riley Benefits & Investment Group, LLC, and Trendency Capital Partners. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans with portfolio management, financial planning, pension consulting, and estate-planning referrals. The firm manages over $1 billion in client assets across 11 offices with a 25-advisor team, offering discretionary account management and employing multiple sub-advisers and model providers.

Nathan Quilter is a financial advisor at Retirement Strategies, Ltd. in Dublin, Ohio, with nine years of industry experience. He holds the Series 65 designation and has worked at Retirement Strategies, Ltd. since 2015, following prior experience at Old Mohawk. He is involved with the Central Ohio Professional Education Council, where he delivers educational presentations on personal finance. Retirement Strategies, Ltd. serves individuals, including high-net-worth clients, and pension/profit-sharing plans by providing portfolio management, financial planning, and consulting services. The firm emphasizes client education through newsletters, seminars, and uses planning software to support comprehensive financial planning.

Troy Oehler is a financial advisor at Meeder Advisory Services, Inc. with four years of industry experience. His prior roles include positions at Thrivent Financial and Joe Reilly. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors, and individual investors through separately managed accounts and model portfolios. The firm utilizes quantitative models and an asset-allocation framework to manage equity, fixed income, and cash solutions, often employing affiliated mutual funds and providing strategist services to other advisers and platforms.

Mikel Zeidenstein is a CFA® charterholder with seven years of experience in the financial industry. He is currently with Meeder Advisory Services, Inc. and has held senior investment roles at Shore Morgan Young and Lincoln Investment. Zeidenstein serves as Chief Investment Officer at Private Wealth Strategies, L.L.C., where he is involved in portfolio analysis, trading, and investment committee leadership. Meeder Advisory Services provides portfolio management and fiduciary services to financial intermediaries, retirement plan sponsors, and individual investors. The firm employs quantitative models and asset-allocation frameworks, often using its own mutual funds in separately managed accounts and model portfolios, and primarily works through intermediary and institutional plan relationships.

Curtis Clark is a financial advisor at Capital City Asset Management Group, LLC with 20 years of industry experience. He holds a Series 63 designation and has been a managing partner at The Pension and Retirement Group since 2013. The Pension and Retirement Group focuses on employer retirement plans and insurance services. Capital City Asset Management Group, LLC serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The 11-advisor team provides discretionary investment management and financial planning, constructing customized portfolios using a range of strategies across multiple asset classes tailored to clients’ objectives.