Matthew Barnes is a financial advisor at Golden Reserve Retirement, LLC with two years of industry experience. He holds the Series 66 designation and has prior experience with The Prudential Insurance Company of America and Pruco Securities LLC. Barnes is also a licensed insurance agent affiliated with Golden Reserve, LLC, where he sells 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, emphasizing long-term, predominantly passive investing based on modern portfolio theory. The firm integrates estate-planning and tax-preparation services through affiliated entities and employs a discretionary management approach tailored to client goals.

Robert Gavlak is a CFP® and Series 66 licensed advisor with 14 years of industry experience. He is currently with Balance Wealth and Balance Insurance Solutions, where he provides investment advice and creates insurance strategies. His prior experience includes roles at WealthSource Partners, AMG Group, and Strategic Wealth Partners. Balance Wealth Partners is a registered investment adviser serving individual and high-net-worth clients as well as retirement plans. The firm employs diversified, risk-based portfolios and a variety of investment strategies, operating through a team-based structure across multiple offices.

Todd Anderson is a financial advisor at Summit Financial Strategies Inc with Series 65 and Series 66 credentials and four years of industry experience. He previously worked at Nationwide Mutual Insurance for eight years and JPMorgan for five years. Summit Financial Strategies serves individuals, business entities, trusts, estates, and charitable organizations with a range of services including discretionary and non-discretionary investment advisory, financial planning, tax planning, and retirement plan services. The firm offers diversified portfolio construction, employs third-party platforms for account aggregation and tax-efficient strategies, and maintains a fiduciary standard through a fee-only model.

Christopher Kimmet is a CFP® with eight years of industry experience and is currently affiliated with Aptus Financial, LLC. His career includes roles at Hamilton Capital, Origin Financial, and Steady Climb Financial Planning, as well as five years at PolyOne. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on passive, long-term indexing and simple asset allocation, offering financial planning as its primary service while clients maintain control of their investment accounts.

Anthony Calvino is a financial advisor at Trinity Financial Advisors LLC in Columbus, OH, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Damascus Catholic Mission Campus and Waldron Private Wealth. Trinity Financial Advisors LLC is a fee-only, SEC-registered advisory firm managing approximately $580 million for about 200 individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and business advisory services, employing a customized investment approach that includes exchange-listed securities, mutual funds, bonds, and ETFs with ongoing monitoring and rebalancing.

Benjamin Desatnik is a financial advisor at Columbus Investment Advisory Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Dick's Sporting Goods for five years before joining the advisory field. Columbus Investment Advisory, Inc. provides discretionary portfolio management primarily for individuals and families, including high-net-worth clients, trusts, IRAs, and charitable foundations. The firm uses proprietary fundamental research focusing on undervalued stocks and prefers individual short-to-intermediate maturity bonds, emphasizing transparency and defined maturities.

Spencer Hagar is a CFP® professional with five years of industry experience, currently serving as a financial advisor at John E. Sestina and Company since 2017. Prior to his advisory role, he worked at Target from 2014 to 2019. 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 utilizes a long-term, diversified investment strategy grounded in modern portfolio theory.

Keegan Van Meter is a CFP® professional with four years of industry experience, currently serving at Summit Financial Strategies Inc. Prior to his advisory role, he worked at Ohio University and Granville High School. Outside of his financial advisory work, he is involved in managing storage unit facilities through two real estate ventures in Ohio. 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, wealth management, standalone financial and tax planning, and discretionary portfolio management, emphasizing long-term strategies with flexibility for shorter-term trading and alternative investments.

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 Grove is a CFA® charterholder at SWS Partners, LLC with six years at the firm and four years of industry experience. He previously worked five years at the Ohio Public Employee Retirement System. SWS Partners manages approximately $442.6 million in assets with a five-person advisory team, providing discretionary investment management, financial planning, outsourced CIO, and multi-family office services to a range of clients including high-net-worth individuals, family offices, pension plans, and charitable organizations. The firm employs a blend of passive asset-class exposures and fundamental active selection, managing portfolios on a discretionary basis while offering proprietary model portfolios and access to alternative investments.

Alexis Mitchell is a financial advisor at Golden Reserve Retirement, LLC with three years of industry experience. She holds Series 65 and Series 63 credentials. Prior to joining Golden Reserve Retirement, Alexis worked at PFS Investments Inc. and Primerica Financial Services. 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 estate-planning legal and tax services within its fee structure and uses negotiated fixed annual fees instead of asset-based percentage fees.

Mark Palmer is a financial advisor with The Joseph Group Capital Management in Columbus, Ohio, holding 26 years of industry experience. He has been with The Joseph Group since 1999. Palmer serves as the chair of the Investment Committee on the Ohio Bureau of Workers' Compensation Board of Directors, where he is one of two members with expertise in investments and securities. The Joseph Group Capital Management provides discretionary investment management and financial planning to individuals, families, trusts, charities, and businesses, as well as consulting to retirement plan sponsors on investment platforms and fiduciary matters. The firm employs a strategy-based approach tailored to client goals and emphasizes client communications and education through regular market analyses and portfolio reporting.

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.

Ralph Antolino Jr. is a financial advisor with ANTOLINO Wealth Advisors in Columbus, OH, holding a Series 63 designation and over 41 years of industry experience. He has worked at Kestra Investment Services since 2016 and has been involved with Antolino & Associates, Inc. since 1975. Outside of advising, he serves as a director of The Carmella Foundation, a charitable organization, and is also an author and public speaker. ANTOLINO Wealth Advisors provides financial planning and investment management to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a multi-dimensional asset allocation approach, combining core, passive, income, and alternative investment strategies alongside proprietary planning tools such as the UltraVision System® and UltraVision Club™, with an emphasis on ongoing account monitoring and customized solutions.

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.

Joshua Colwill is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Golden Reserve Retirement, LLC. Prior to joining Golden Reserve, he worked at Northwestern Mutual and U.S. Bank. He is also a licensed insurance agent through Golden Reserve, LLC, 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, utilizing a long-term, predominantly passive investment approach based on modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities and maintains formal affiliations with a law firm and tax affiliate as part of its advisory package.

Jonathan Bailey is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He has been with The Joseph Group Capital Management since 2025, following an 11-year tenure at rebel Financial, LLC. The Joseph Group Capital Management provides discretionary investment management and financial planning services to individuals, families, trusts, charities, and businesses, as well as consulting for retirement plan sponsors. The firm’s investment approach includes several named strategies tailored to client goals, supported by weekly market analysis and a focus on client communications and educational materials.

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.