Austin Neal is a CFP® with 5 years of industry experience, currently serving as an advisor at Frazier Financial Advisors, LLC. His prior roles include positions at Cambridge Investment Research and The Bishoff Financial Group. Frazier Financial Advisors, LLC manages approximately $1.16 billion in assets and serves individuals, pension plans, trusts, and charitable organizations. The firm offers tailored investment management and financial planning services, utilizing a combination of fundamental and technical analysis, model portfolios, and third-party managers, along with integrated accounting and tax preparation offerings.

Kristina Green is a financial advisor at Trinity Financial Advisors LLC in Columbus, OH, holding a Series 66 designation and six years of industry experience. She previously worked at Thrivent Financial and Thrivent Investment Management Inc from 2019 to 2022. Outside of her advisory role, she manages a real estate property management business. Trinity Financial Advisors LLC serves individuals and high-net-worth clients, providing customized portfolio management and business financial planning. The firm employs a team approach to managing approximately $670 million across over 200 client relationships, utilizing tools like eMoney and Addepar for ongoing portfolio monitoring and reporting.

Tyler Purcell is a financial advisor at Balance Wealth with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Kiplinger Wealth Advisors and Securities America Inc. Outside of finance, he is an owner of The Laundry Spot LLC, a laundromat business in Hamilton, Ohio. Balance Wealth Partners is a registered investment adviser that serves individual and high-net-worth clients as well as defined contribution and defined benefit plans. The firm offers discretionary investment management and financial planning through a team approach, managing diversified portfolios using a range of asset types and analytical methods.

Kathryn Wilson is a financial advisor at Gerber, LLC in Columbus, OH, holding a Series 66 designation with 11 years of industry experience. Her career includes roles at J.P. Morgan Securities, Ameriprise, Clear Course Wealth Advisors, and Raymond James Financial Services. She is part of a two-advisor team at Gerber, LLC. Gerber, LLC serves growth-oriented, first-generation entrepreneurs and provides wealth management, discretionary investment management, entrepreneurial planning, and retirement plan advisory services. The firm employs a primarily long-term investment approach that incorporates fundamental, technical, behavioral, and charting analyses, using diversified portfolios that may include mutual funds, ETFs, individual securities, and alternative strategies tailored to client objectives.

Michael Drummond is a financial advisor with Invest Capital Partners in Columbus, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining Invest Capital Partners in 2020, he worked at Raymond James & Associates and Kinross Search Partners, Inc. Invest Capital Partners serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, providing both discretionary and non-discretionary portfolio management along with stand-alone financial planning. The firm combines portfolio management with comprehensive financial planning, employing methods such as modern portfolio theory and fundamental and technical analysis to tailor investment strategies.

Christopher Brewster is a CFP®-certified financial advisor with 14 years of industry experience, currently practicing at GGM Financial LLC in Columbus, OH. His prior roles include positions at Commonwealth Financial Network and Gloeckner Green McCabe Financial. GGM Financial, LLC serves individuals, families, trusts, pension plans, charitable organizations, and corporate clients with wealth management, financial planning, and retirement consulting. The firm employs discretionary, goal-based investment strategies aligned with client objectives and risk tolerance, using a combination of modern portfolio theory and various analytical methods.

Catherine Cory is a financial advisor with Gryphon Financial Partners in Columbus, OH, holding Series 63 and Series 65 licenses and having 31 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments and Hightower Advisors. She serves as a member or manager of several affiliated investment entities related to Gryphon, all of which represent less than five percent of her professional time. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities, serving both non-high-net-worth and high-net-worth clients. The firm uses an active, diversified approach with tailored model portfolios and is also involved in managing affiliated private investment vehicles and family business services.

John Chess is a financial advisor at Concorde Asset Management, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked with firms including Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of advisory roles, he is president of Realty Invest, a real estate brokerage based in Columbus, OH. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm employs model-based strategies and acts as an overlay manager, tailoring portfolios according to client objectives and risk tolerances.

Nicholas Giardina is a financial advisor at Packerland Brokerage Services, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms including LPL Enterprise, The Prudential Insurance Company of America, and The Vanguard Group. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of over 170 advisors, offering financial planning, portfolio management, and retirement-plan consulting. The firm provides investment solutions both directly and through third-party managers using the Hilltop/Hilltop-cleared Envestnet platform.

Zachary Weimann is a financial advisor with The AmeriFlex Group, based in Columbus, OH, holding seven years of industry experience. His work history includes roles at Cambridge Investment Research, OSAIC, SagePoint Financial, Principal Securities, and Principal Life Insurance. He is currently affiliated with both The AmeriFlex Group and RS Advisors. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm employs multiple program platforms and offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of advisory affiliates.

Steven Vonschriltz is a financial advisor with ValMark Advisers, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining ValMark Advisers in 2022, he spent 16 years at Lincoln Financial Advisors. Outside of his advisory work, he serves as an assistant swim coach at the Upper Arlington Swim Club in Ohio. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios with a focus on multi-asset allocation using mutual funds, ETFs, and approved third-party managers.

Benjamin Person is a financial advisor at Signature Equity Partners, LLC with 15 years of industry experience. He holds the CFP® designation and the Series 66 license. His prior roles include positions at OSAIC Wealth, Inc and Golden Reserve, LLC. He also serves as the Chief Compliance Officer for Signature Equity Partners, LLC. Signature Equity Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, consulting, and retirement plan advisory services through a network of independent advisory affiliates, using a range of model-based portfolio solutions and customized account structures.

Scott Iversen is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Advisors Capital Management, LLC, where he has worked since 2025. Prior to that, he was with Frontier Asset Management LLC for seven years and Northstar Securities LLC for two years. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers by providing discretionary portfolio management as an outsourced investment manager. The firm combines top-down macro analysis with bottom-up security selection across multiple proprietary strategies and manages over $8 billion in discretionary assets, acting primarily as a sub-advisor to intermediaries.

James Comer is a CFP® with six years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2019. His prior experience includes roles at JP Morgan Chase, Michigan State University, Michigan Beer Growler Co, and Oakland Hills Country Club. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a variety of analytical approaches and offers both discretionary and non-discretionary portfolio management within a multi-team structure.

Christopher Ryan is a financial advisor at Manning & Napier Advisors, LLC with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Manning & Napier in various roles since 2006. Outside of his advisory duties, he serves as Regional President (Alumni) of Evan Scholars and is a board member of Charitable Gift Planners of Central Ohio. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, while also managing discretionary separately managed accounts and offering non-discretionary advice. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection, supported by systematic strategies and specialized fixed income management.

Ryan Smith is a financial advisor with The AmeriFlex Group, holding a Series 63 designation and over 30 years of industry experience. His prior roles include positions at Cambridge Investment Research, Inc., SagePoint Financial, Inc., and Principal Securities Inc. He serves as a director and volunteer for the FOP Foundation Capitol City 9. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, utilizing model asset allocations and various discretionary manager relationships.

Tanya Rocchio is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She previously worked for ICMA Retirement Corporation from 2005 to 2021 before joining John Hancock in 2021. John Hancock Personal Financial Services, LLC delivers financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities, serving both non‑high‑net‑worth and high‑net‑worth individuals. The firm uses a technology‑assisted model providing written financial plans and recommendations without specific securities naming, allowing clients discretion in implementation.

James Zifer Jr. is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been involved with Preferred Planning Services since 1996 and Change Path LLC since 2017. Outside of advisory work, he serves as a board member of the New Albany Exchange Condo Association. Creativeone Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Austin Mauk is a CFP® with six years of industry experience, currently serving with Apollon Wealth Management, LLC in Columbus, OH. His prior work includes roles at Janney Montgomery Scott LLC, Independence Wealth Advisors, and Golden Reserve, LLC. Before entering financial advising, he worked at Nationwide Children's Hospital for four years. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, combining centrally managed strategies with locally managed portfolios and utilizing a range of investment vehicles including ESG models and direct indexing.

Matthew Posey is a financial advisor with BFC Planning, Inc. in Gahanna, Ohio, holding 37 years of industry experience. He has worked with Securities Management & Research, Inc. since 1988. Posey serves as a board member of The Chris Castle Memorial Fund, Inc., a charitable organization focused on planning charity events. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through approximately 200 investment adviser representatives. The firm offers financial planning and portfolio management services, utilizing various platforms and strategies tailored to individual advisor preferences.