Phillip Susi is a financial advisor with TCP Asset Management, LLC, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at several firms including Riley Benefits and Investment Group and East Harbour Capital, and he has operated an independent insurance agency since 2005. TCP Asset Management provides advisory services to individuals, high-net-worth clients, and institutional plans, offering portfolio management, financial planning, pension consulting, and estate-planning referrals via a digital platform. The firm manages accounts on a discretionary basis, tailoring portfolios to client goals and risk tolerances, and oversees more than $1 billion in assets with a 25-advisor team across multiple offices.

Joseph Reardon is a CFP® with 24 years of industry experience and has been with Summit Financial Strategies Inc since 2008. He holds the Series 63 designation and is based in Columbus, OH. Summit Financial Strategies serves individuals, business entities, trusts, estates, and charitable organizations, offering advisory services that include investment management, financial planning, tax planning, and retirement plan services. The firm constructs diversified portfolios emphasizing long-term allocations and employs third-party platforms for account aggregation, tax-efficient asset location, and opportunistic rebalancing, while maintaining a fiduciary fee-only model.

Jeffrey Cone is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He currently serves as an advisor at BEAM Wealth Advisors, Inc. and has previously worked at Benedetti, Gucer & Associates, Comprehensive Wealth Partners, Ameriprise Financial Services, STRS Ohio, and the Office of the Comptroller of the Currency. BEAM Wealth Advisors, Inc. is a multi-team registered investment adviser with 27 advisors managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans, focusing on asset allocation and portfolio construction informed by Modern and Post-Modern Portfolio Theory and behavioral finance.

Derek Kesig is a financial advisor at TCP Asset Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. He serves as a zoning board member for Delaware Township in Ohio. TCP Asset Management provides advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, focusing on portfolio management, financial planning, and pension consulting. The firm manages accounts primarily on a discretionary basis, using multiple sub-advisers and model providers while maintaining a multi-office presence with over $1 billion in assets under management.

John Riley is a financial advisor with TCP Asset Management, LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has held multiple roles since 2015, including positions with Riley Benefits & Investment Group, LLC, and Trendency Capital Partners. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans with portfolio management, financial planning, pension consulting, and estate-planning referrals. The firm manages over $1 billion in client assets across 11 offices with a 25-advisor team, offering discretionary account management and employing multiple sub-advisers and model providers.

Nathan Quilter is a financial advisor at Retirement Strategies, Ltd. in Dublin, Ohio, with nine years of industry experience. He holds the Series 65 designation and has worked at Retirement Strategies, Ltd. since 2015, following prior experience at Old Mohawk. He is involved with the Central Ohio Professional Education Council, where he delivers educational presentations on personal finance. Retirement Strategies, Ltd. serves individuals, including high-net-worth clients, and pension/profit-sharing plans by providing portfolio management, financial planning, and consulting services. The firm emphasizes client education through newsletters, seminars, and uses planning software to support comprehensive financial planning.

Jacob Chockran is a financial advisor with Windsor Advisory Group, LLC in Columbus, OH. He holds a Series 65 designation and has three years of industry experience. He has been with Windsor Advisory Group since 2016. Windsor Advisory Group serves ultra-high net worth individuals and families, providing customized advisory services including portfolio management, financial planning, and family office functions. The firm offers a broad range of investment solutions across public and private markets and also manages pooled private investment vehicles, typically working with clients who have investable assets of $20 million or more.

Scott Rendle Jr. is a CFP® professional with 23 years of industry experience, currently serving at Waller Financial Planning Group, Inc. in Columbus, OH, where he has worked since 2008. He holds the Series 63 designation and is part of a team of 11 advisors at the firm. Waller Financial Planning Group serves individual investors, pension and profit-sharing plans, and charitable organizations by providing investment management and written financial planning. The firm uses a customized approach with investment policy statements and a mix of ETFs and mutual funds, managing accounts primarily on a discretionary basis with regular monitoring and client reporting.

Pearlsea Jain is a Series 65-licensed advisor with Summit Financial Strategies Inc in Columbus, OH, with one year of industry experience. Prior to joining Summit, Jain held roles at Meeder Investment Management and the Conoscera Foundation, as well as positions outside the financial industry. Summit Financial Strategies serves individual and institutional clients, including high-net-worth individuals, trusts, and charitable organizations, offering investment advisory, wealth management, tax planning, and retirement services. The firm emphasizes diversified, long-term portfolio construction and integrates AI tools with human oversight in their advisory process.

Benjamin Hartings is a CFP® professional with eight years of industry experience, currently serving at Trinity Financial Advisors LLC since 2018. His prior experience includes roles at SDG Reserve, Inc. and First Merchants Corporation. Trinity Financial Advisors LLC serves individuals and high-net-worth clients, as well as business entities, offering customized portfolio management and business financial consulting. The firm manages approximately $670 million across more than 200 client relationships, utilizing platforms like eMoney and Addepar for ongoing portfolio monitoring and reporting.

Joel Guth is a financial advisor with Gryphon Financial Partners in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Hightower Advisors. Guth also serves in leadership roles within related entities such as Gryphon Capital Partners, Gryphon Normandy Partners, and Grandview Partners Warehouse I. Gryphon Financial Partners provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, estates, and businesses. The firm employs an active, diversified “total portfolio” management approach with tailored model portfolios and is involved in managing affiliated private investment vehicles in areas such as real estate and venture growth.

Edward Wright is a CFP® and Series 65-registered advisor with 10 years of industry experience. He is currently with Golden Reserve Retirement, LLC and previously worked at C.H. Dean, LLC for eight years. Outside of his advisory role, Wright established Wright Up Your Alley LLC, a non-investment business, and holds a currently inactive real estate salesperson license in Ohio. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering discretionary management guided by modern portfolio theory and low-cost, long-term investing strategies. The firm integrates estate-planning and tax-preparation services through affiliated entities and utilizes a subadvisor for specialized strategies.

Summer Anderson is a CFP® professional with nine years of experience at Summit Financial Strategies Inc in Columbus, OH. She has worked at Summit since 2015 and was previously affiliated with The Ohio State University from 2013 to 2017. 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 with a range of investment strategies and tools.

Dylon Woolwine is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 designation. He has been with the firm since 2026 and has prior experience at LPL Enterprise LLC and White Water Express. 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, time horizon, and risk tolerance, and features an in-house CPA and an estate-planning software platform as part of its service model.

Theresa Le Chard is a CFP® with three years of industry experience, currently serving at The Joseph Group Capital Management. She previously worked at Edward Jones and has held various roles outside finance, including positions at Franciscan University, Olive Garden, and Hilton Hotels. The Joseph Group Capital Management provides discretionary investment management and financial planning to individuals, families, trusts, charities, and businesses, along with consulting for retirement plan sponsors. The firm’s investment process is strategy-driven and supported by weekly market analyses, with a focus on client communication and distinctive offerings such as its regionally concentrated “Home Grown” Stock Portfolio.

Annalisa Sporrong is a CFP® and Series 65-licensed advisor with Frazier Financial Advisors, LLC in Columbus, Ohio. She has two years of industry experience and has been with Frazier Financial Advisors since 2019, having previously worked at Issac Wiles, LLC from 2002 to 2019. Frazier Financial Advisors, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides tailored investment management and financial planning using a variety of analytical approaches, and integrates wealth planning with portfolio management. Additionally, the firm offers in-house accounting and tax preparation services that clients may use separately from advisory services.

Ryan Leary is a CFP®-certified financial advisor at Asendo Wealth Advisory in Columbus, OH, with three years of industry experience. He has previously worked at TSG Advice Partners, Equitable Advisors, Cambly, Stonebridge Wealth Strategies, and AXA Advisors. Asendo Wealth Advisory provides financial planning, consulting, and investment management services to individuals, business entities, and charitable organizations. The firm employs an institutional modeling system to construct ETF-centric portfolios across various risk profiles and incorporates strategies such as options, inverse ETFs, and third-party managers when suitable.

Jason Eliason is a CFP®, CFA®, and ChFC® with 23 years of industry experience. He has been with Waller Financial Planning Group, Inc. in Columbus, OH since 2008. Outside of his advisory role, he serves as a board member for the Stratford Ecological Center, a nonprofit focused on education and environmental initiatives. Waller Financial Planning Group serves individual investors, pension and profit-sharing plans, and charitable organizations by providing investment management and written financial planning. The firm employs a team-based approach with advanced credentialed advisors and uses customized investment programs managed through the Charles Schwab institutional platform.

Roman Korolchuk is a CFP® professional with eight years at Summit Financial Strategies Inc and three years of industry experience. Prior to joining Summit, he worked at Ohio State Wexner Medical Center and The Ohio State University. 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 a discretionary program for smaller accounts, operating as a fee-only fiduciary with a focus on long-term portfolio strategies alongside flexible investment options.

Sarah Schwieterman is a CFP® professional with three years of industry experience, currently serving as an advisor at Peak Retirement Planning, Inc. in Columbus, OH. Her previous roles include positions at Avantax Advisory Services and Anderson Financial Strategies, LLC. Schwieterman is a board member of the Financial Planning Association of Southwest Ohio, where she organizes educational events and manages committees. 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 and third-party estate-planning software, tailoring advice to clients’ objectives, time horizon, and risk tolerance.