Hannah Fitzpatrick is a CFP® professional at Summit Financial Strategies Inc with four years of industry experience. She has been with Summit Financial Strategies since 2016. Summit Financial Strategies serves individuals across wealth levels, business entities, trusts, estates, and charitable organizations with a range of advisory services including discretionary and non-discretionary investment management, financial planning, tax planning, and retirement plan services. The firm emphasizes diversified, long-term portfolios while allowing flexibility for client-directed strategies and employs technology platforms to support tax-efficient asset management and rebalancing.

Joshua Richardson is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 designation with three years of industry experience. Prior to joining Peak in 2023, he worked at Genpact and The Sygma Network. Richardson is also involved in insurance sales, providing various insurance products. Peak Retirement Planning serves individual and high-net-worth clients, offering discretionary investment management, financial planning consulting, and related services. The firm integrates an in-house CPA for tax preparation and employs an estate-planning software platform, tailoring advice to clients’ objectives, time horizon, and risk tolerance.

Adam Fitch is a financial advisor at Balance Wealth with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Bolt Financial Group, RT Specialty, and Northwestern Mutual. 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 using fundamental analysis, modern portfolio theory, and quantitative approaches, and operates across nine offices with relationships that facilitate brokerage and custody services.

Andrew Gersbach is a financial advisor with Stirlingshire Investments, holding a Series 63 designation and 19 years of industry experience. Prior to joining Stirlingshire in 2024, he worked at Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, The O.N. Equity Sales Company, Ohio National Financial Services, and New York Life Insurance Company. Outside of his advisory role, he owns Uncle Andy's Hot Sauce, a business producing and distributing premium hot sauces. Stirlingshire Investments serves individuals, trusts, and other entities with discretionary portfolio management, financial planning, and IRA rollover advice. The firm customizes portfolios using a broad range of investment instruments and employs various analytical methods to manage client accounts, typically on a discretionary basis.

Nicholas Boyden is a financial advisor with The Joseph Group Capital Management in Columbus, OH, holding Series 63 and Series 65 credentials and with seven years of industry experience. He has worked exclusively at The Joseph Group Capital Management since 2016. The Joseph Group Capital Management is an SEC-registered advisory team managing approximately $1.09 billion in discretionary assets for individuals, high-net-worth households, and retirement plan sponsors. The firm employs a purpose- and goal-based process with multiple core allocation strategies and specialty offerings, supported by a multi-credentialed investment team and unique client engagement practices such as educational seminars and newsletters.

Samuel La Vielle is a CFP® professional at Summit Financial Strategies Inc with four years of industry experience. Prior to his current role, he held positions at Bank of America and Equis Financial. Outside of his advisory work, he serves as an assistant swim coach for Olentangy Orange Schools. Summit Financial Strategies provides investment advisory and wealth management services to individuals, business entities, trusts, estates, and charitable organizations. The firm emphasizes diversified, long-term portfolio allocations while offering discretionary and non-discretionary services, tax planning, and retirement plan management.

Robert Aaron Hammack is a CFP® professional with seven years of industry experience, currently serving at John E. Sestina and Company since 2014. He is based in Columbus, OH, and has been with the firm in various capacities since that time. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, retirement plan consulting, and educational workshops. 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.

David Marlin is a Series 65-licensed financial advisor at Balance Wealth with eight years of industry experience. Prior to joining Balance Wealth in 2025, he worked at Agdeavor Investments and Bolt Financial Group, Inc., and has also served as a military pilot instructor for FlightSafety Services Corp. since 2018. Outside of his advisory role, he provides continuation training for C-17 pilots in a flight simulator. Balance Wealth Partners is a registered investment adviser serving individual and high-net-worth clients, as well as defined contribution and defined benefit plans. The firm employs diversified, risk-based portfolios and combines fundamental analysis, modern portfolio theory, quantitative analysis, and long-term trading, managing approximately $387 million for over 550 clients through a team of advisors.

Karen Kehres is a financial advisor with Meyers Wealth Management, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has worked at Meyers Wealth Management since 2017 and previously held roles at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Meyers Wealth Management is a SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $1.61 billion across discretionary and non-discretionary accounts, offering portfolio management and related planning services with a focus on tactical asset allocation, value investing, and customized equity and fixed-income strategies.

Michael Johnson is a financial advisor at Capital City Asset Management Group, LLC with nine years of industry experience. He holds a Series 63 designation and has been self-employed since 2009. Johnson is also president of Michael Johnson Insurance Inc., an insurance business specializing in life, health, and annuities. Capital City Asset Management Group, LLC is an 11-advisor team that provides discretionary investment management and financial planning to a range of clients including individuals, retirement plans, trusts, and corporations. The firm offers customized portfolios employing diverse strategies across various asset classes, with management typically conducted on a discretionary basis.

Jeffrey Gomez is a CFP® professional with 15 years of industry experience. He has worked at G2 Capital Management, LLC since 2017 and previously held roles at Wealthstone Equities, Inc. and Wealthstone, Inc. He is the owner of Sellix International Detection, a holding company for investment-related purposes that is currently inactive. 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 long-term portfolio construction with low-cost mutual funds and ETFs, while also providing private capital market investments and family-office advisory services.

Benjamin Foor is a CFP® with 13 years of industry experience, currently serving as an advisor at Frazier Financial Advisors, LLC. He has been with Frazier Financial Advisors since 2013 and also holds a registered representative position with Private Client Services, LLC. In addition to advisory work, he prepares tax returns for clients of Frazier Financial Advisors. Frazier Financial Advisors is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.16 billion in assets, offering discretionary and non-discretionary investment management alongside comprehensive and modular financial planning, with integrated tax and accounting services.

Nicholas Neuville is a financial advisor at WealthBridge Capital Management, LLC with nine years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., Morgan Stanley, Fidelity Investments, and TSG Advice Partners. WealthBridge Capital Management is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, and estates with wealth management, financial planning, and discretionary portfolio management. The firm focuses on building tax-aware portfolios using low-cost ETFs and mutual funds, supplemented by individual securities and independent managers, and manages approximately $710 million in client assets.

Tad Herrington is a CFP® and holds a Series 66 designation with 11 years of industry experience. He is currently affiliated with PDS Planning Inc and has worked at several firms including Wealth Launch, LLC and SWS Partners, LLC. He is the founder of Wealth Launch Planning Solutions, a practice management consulting business serving financial advisors. 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, employing a disciplined investment approach that includes diversified asset allocation across ETFs, mutual funds, separately managed accounts, individual securities, and fixed income.

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.

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.

James Morton is a financial advisor with Meeder Advisory Services, Inc. in Dublin, Ohio, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Huntington National Bank, United States Navy, Cetera Investors, and Nick Ryans. 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 model construction to allocate across various asset classes and offers tax-aware and age- or risk-based model solutions.

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.