Kendall Theil is a financial advisor at Meeder Advisory Services, Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Meeder Investment Management, First Mutual Holding Company, Homepoint Financial, and Ohio State University. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors and participants, and individual investors through separately managed accounts and model/strategist programs. The firm uses quantitative models and an asset-allocation framework to manage equity, fixed income, and cash portfolios, often incorporating affiliated Meeder mutual funds and providing strategist services to other advisers.

Jeffrey Foster is a CFP® with 21 years of industry experience and has been with Retirement Strategies, Ltd. since 2008. He holds a Series 63 license and is based in Dublin, Ohio. Outside of his advisory role, he is a passive partner in RS Tax and Accounting Services, LLC, a tax and accounting firm managed by an active partner. Retirement Strategies, Ltd. serves individuals, including high-net-worth clients, and pension/profit-sharing plans by providing portfolio management, financial planning, consulting, and employer savings-plan monitoring. The firm offers regular newsletters, educational seminars, and uses client-facing planning software to support comprehensive financial planning.

Connor Cormier is a Series 65-licensed financial advisor with Golden Reserve Retirement, LLC, based in Dublin, Ohio. He has been in the financial services industry since 2020, with prior experience at First Guardian Financial and roles in media and retail before that. 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 using modern portfolio theory. The firm integrates affiliated estate-planning and tax services within a fixed annual fee structure, offering tailored advice and ongoing portfolio management.

Rita Itsell is a Series 65-licensed financial advisor at PDS Planning Inc with 12 years of industry experience. She has been with PDS Planning since 2002. PDS Planning Inc is a fee-only registered investment adviser serving individual clients, business entities, pension plans, charitable institutions, and non-profits. The firm focuses on planning-driven investment decisions and offers comprehensive financial planning and investment advisory services, including retirement-plan consulting and estate coordination.

Joshua Allen is a CFP® with 20 years of industry experience and has been with TCP Asset Management, LLC for nine years. His prior work includes roles at Riley Benefits & Investment Group and East Harbour Capital. He is also the owner of Wanderlust Adventures & Events, LLC, a business involved in real estate sales and property management. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans, providing portfolio management, financial planning, and estate-planning referrals through a digital platform. The firm manages accounts on a discretionary basis, tailoring strategies to client goals and using multiple sub-advisers and platform-specific model portfolios.

Daniel Wolford is a CFP® professional with 28 years of industry experience. He is currently with Swisher Financial Concepts, Inc., where he has worked since 2011, and previously spent over two decades at The O.N. Equity Sales Company. Outside of financial advising, he is a 50% member of Kidman, LLC, a real estate ownership entity with his spouse. Swisher Financial Concepts serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations, offering fee-based financial planning, investment management, and pension consulting. The firm employs a combination of fundamental and technical analysis to develop client-specific investment policies and also provides tax-preparation and small-business management consulting services.

Terry Davis Jr. is a CFP® with over 22 years of experience in the financial services industry. He is currently with Gryphon Financial Partners and has prior experience at U.S. Bancorp Investments, U.S. Bank, Merrill, Natcity Investments, and Nationwide. Outside of advising, he is a co-owner of Crossfit Mason and serves on the boards of T1D Warriors and the Warren County Agricultural Society. Gryphon Financial Partners provides investment advisory and financial planning services to a wide range of clients, including individuals, retirement plans, trusts, estates, and corporations. The firm uses an active, diversified investment approach and offers specialized services such as family business succession planning, discretionary portfolio management, and family office services.

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, with four years of industry experience. He holds a Series 65 designation and previously worked at Genpact and The Sygma Network. In addition to his advisory role, he is involved in the sales of various insurance products. Peak Retirement Planning serves individual and high-net-worth clients by providing discretionary investment management, financial planning consulting, and related services. The firm offers tailored advice based on clients’ objectives, risk tolerance, and time horizon, and features an in-house CPA for tax preparation and consultations as well as an estate-planning software platform.

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 at Meyers Wealth Management, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and joined Meyers Wealth Management in 2017 after a year at Wells Fargo Clearing. Meyers Wealth Management is a family-owned, SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers customized portfolio management and financial planning using tactical asset allocation and value-oriented strategies, managing approximately $1.9 billion across nine advisors.

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® professional with 13 years of industry experience, currently serving at Frazier Financial Advisors, LLC. He has also been affiliated with Private Client Services and Triad Advisors, Inc. Foor provides tax preparation services for clients at Frazier Financial Advisors. Frazier Financial Advisors, LLC serves individuals, high-net-worth clients, pension plans, trusts, and business entities with discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm integrates wealth planning with portfolio management and offers in-house accounting and tax preparation 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 firms including 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 comprehensive wealth management, financial planning, and discretionary portfolio management. The firm builds long-term, tax-aware portfolios primarily using low-cost ETFs and mutual funds while incorporating fundamental, technical, and cyclical analysis along with ongoing discretionary oversight.