Angela Howard is a financial advisor at National Wealth Management Group, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with National Wealth Management Group since 2016, having also worked at LPL Financial since 2008. Outside of advisory services, she has been involved in offering long-term care and fixed insurance products through several related insurance activities. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client’s needs, with a range of strategies and portfolio management options delivered through multiple program platforms.

Calisto Reghi is a Series 65-registered advisor with one year of industry experience, currently serving at Peak Retirement Planning, Inc. in Columbus, OH. His prior roles include positions at Corient, UBS Financial Services, Hooley House, and Bar Louie. He has also been affiliated with The Ohio State University since 2021. Peak Retirement Planning serves individual and high-net-worth clients by providing discretionary investment management, financial planning consulting, and related services. The firm offers access to an in-house CPA for tax preparation and uses an estate-planning software platform, tailoring advice based on client objectives, risk tolerance, and time horizon.

Kurt Altrichter is a financial advisor with Life, Inc. Retirement Services in Delaware, OH, holding a Series 65 designation and nine years of industry experience. He previously worked at HighMark Wealth Management and Heritage Wealth Architects. Outside of his advisory role, Mr. Altrichter serves as an Infantry Officer in the Army National Guard and is Treasurer on the Board of Directors for the Saint Thomas Academy Alumni Association. Life, Inc. Retirement Services provides portfolio management, financial planning, and pension/401(k) consulting to individuals and small-business plan sponsors, focusing on a long-term trading approach using fundamental and quantitative analysis. The firm manages most assets on a non-discretionary basis and operates across five offices with a team of four advisors.

Angelo Manzo is a CFP® and CFA® with 17 years of experience in financial advising. He has been with Meeder Advisory Services, Inc. since 2015. Outside of his advisory role, he is a licensed real estate agent and owner of Land Realty in Columbus, OH. Meeder Advisory Services, Inc. provides portfolio management, strategist/sub-advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients. The firm uses proprietary quantitative methodologies to manage portfolios across equities, fixed income, and mutual funds, offering tax-aware and risk-based model solutions with a range of discretionary and non-discretionary program options.

Melanie Taylor is a financial advisor with Brooklyn FI, LLC, holding two years of industry experience. She previously worked at Elwood & Goetz Wealth Advisory Group LLC and has a background that includes roles at the University of Georgia, Athens YMCA, and Columbus High School. Brooklyn FI serves individual and high-net-worth clients, providing discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm emphasizes a primarily passive investment approach using index funds and ETFs, incorporates tax services through an affiliated tax preparation business, and offers educational seminars and public speaking engagements.

Jane Callahan is a financial advisor with Frazier Financial Advisors, LLC in Columbus, Ohio, holding 30 years of industry experience. She has worked at Frazier Financial Advisors since 1993 and was previously with Triad Advisors, Inc. from 2004 to 2022. Outside of her advisory role, she is a registered representative with Private Client Services, LLC. Frazier Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $930 million in client assets through a team of 16 advisors and offers discretionary and non-discretionary investment management, financial planning, third-party adviser selection, and fiduciary investment management of employee benefit plans.

Clayton Hall is a financial advisor with Windsor Advisory Group, LLC in Columbus, Ohio, holding Series 63 and Series 65 licenses. He has 18 years of industry experience, including four years at J.P. Morgan Investment Management Inc. prior to joining Windsor Advisory Group in 2017. Windsor Advisory Group serves ultra-high net worth individuals, families, and their related entities by providing discretionary portfolio management, financial planning, and family office services. The firm emphasizes customized investment plans implemented across public and private markets, including private equity and hedge funds, and manages pooled private investment vehicles in a distinctive structure uncommon among multi-team firms.

Alec Schrock is a Series 65-licensed advisor at Peak Retirement Planning, Inc. in Columbus, Ohio, with one year of industry experience. Prior to joining Peak, he held roles in education at Jonathan Alder Local School District and Taylor University. Peak Retirement Planning serves individual and high-net-worth clients by providing discretionary investment management, financial planning consulting, and related services. The firm employs a tailored investment approach based on client objectives, time horizon, and risk tolerance, and offers additional support through an in-house CPA and estate planning assistance.

Ryan Dunlap is a financial advisor at WealthBridge Capital Management, LLC with 29 years of industry experience. He has held roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Private Client Services before joining WealthBridge in 2018. Dunlap is a licensed insurance professional and holds the Series 63 and Series 65 designations. WealthBridge Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management and financial planning. The firm utilizes tax-aware portfolios primarily consisting of low-cost ETFs and mutual funds, combining fundamental, technical, and cyclical analysis with discretionary oversight.

Benjamin Melnick is a financial advisor at Meyers Wealth Management, LLC in Columbus, OH, with seven years of industry experience. He holds the Series 66 designation and has worked at Meyers Wealth Management since 2017, following positions 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 planning services. The firm manages approximately $1.61 billion and employs a range of investment strategies, including tactical asset allocation and value investing, while offering educational seminars and pension consulting.

Alyse Breidenbach is a Series 63 licensed financial advisor with 11 years of industry experience. She has been with TCP Asset Management, LLC since 2018 and also has roles with Riley Benefits & Investment Group and United Planners Financial Services of America. Outside of advising, Alyse has worked in fitness and delivery services. TCP Asset Management, LLC provides portfolio management, financial planning, and pension consulting services to individuals and pension/profit-sharing plans, utilizing a combination of fundamental and technical analysis along with model portfolios and sub-advised strategies.

Corey Jordison is a Series 65-licensed advisor at Peak Retirement Planning, Inc. in Columbus, OH, with one year of industry experience. Prior to joining the firm, he held roles at Worldwide Express, Milwaukee Tool, and TechTronic Industries. Peak Retirement Planning serves individual and high-net-worth clients by providing discretionary investment management, financial planning consulting, and related services. The firm offers access to an in-house CPA for tax services and utilizes a third-party platform for estate planning, tailoring advice to clients' objectives, time horizons, and risk tolerance.

Brian Houts is a CFP® professional with 14 years of industry experience, currently serving at Frazier Financial Advisors, LLC. He has held roles at Private Client Services and Triad Advisors, and has been with Frazier Financial Advisors since 2018. He is a board member and director of sponsorships for the Central Chapter of the Financial Planning Association. Frazier Financial Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm manages approximately $930 million in client assets through a team of 16 advisors, offering discretionary and non-discretionary investment management alongside financial planning and fiduciary services, with portfolio strategies incorporating fundamental and technical analysis, Modern Portfolio Theory, and integrated tax and estate planning.

Colin White is a CFA® charterholder with seven years of professional experience, currently serving at Frazier Financial Advisors, LLC. His background includes roles in financial services and education, as well as a position at AcesDiving LLC. Frazier Financial Advisors, LLC is a registered investment adviser managing approximately $1.16 billion in assets for individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a variety of investment approaches and offers both comprehensive and modular financial planning, along with integrated accounting and tax preparation services.

Kevin Kruse is a financial advisor at Meeder Advisory Services, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Summit Financial Strategies from 2017 to 2024. 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 uses proprietary quantitative methodologies and offers tax-aware and personalized model solutions, often acting as a discretionary manager while serving as a strategist or model provider in non-discretionary programs.

Christopher Bartkowski is a financial advisor at Summit Financial Strategies Inc. He holds the CFP®, CFA®, and Series 65 credentials and has five years of industry experience. His prior roles include positions at Corient, Budros, Ruhlin & Roe, Squire Patton Boggs, and Bloomberg BNA. Summit Financial Strategies serves individuals across wealth levels, as well as business entities, trusts, estates, and charitable organizations, offering a range of advisory and planning services. The firm constructs diversified portfolios using multiple asset classes and employs third-party technology platforms to enhance portfolio management, including tax-efficient strategies and managed held-away account services.

Isao Shoji is a CFP® with 19 years of industry experience, currently serving as a financial advisor at TSG Advice Partners, LLC since 2019. Prior to joining TSG, he worked at Ameriprise Financial Services, Inc. for 13 years. Outside of advising, he is involved in business operations as a member of SG Capital LLC. TSG Advice Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm uses an institutional modeling system focused on ETF-centered portfolios with a long-term orientation and offers in-house tax preparation and bookkeeping services.

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.

Robert Ostrander is a CFP® professional with 44 years of experience in the financial services industry. He is affiliated with SWS Advisors, Inc., where he has worked since 2008. Ostrander serves on the boards of multiple nonprofit organizations, including America Freedom Project and Floodgate Vision, and is president of Centerpoint Stewardship, Inc., a holistic planning organization for individuals and families. 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 about 449 client relationships, offering discretionary portfolio management, written financial planning, and project-based advice tailored to client needs.

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.