Brian Houts is a CFP® professional with 14 years of industry experience, currently serving at Frazier Financial Advisors, LLC. He has held roles at Private Client Services and Triad Advisors, and has been with Frazier Financial Advisors since 2018. He is a board member and director of sponsorships for the Central Chapter of the Financial Planning Association. Frazier Financial Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm manages approximately $930 million in client assets through a team of 16 advisors, offering discretionary and non-discretionary investment management alongside financial planning and fiduciary services, with portfolio strategies incorporating fundamental and technical analysis, Modern Portfolio Theory, and integrated tax and estate planning.

Colin White is a CFA® charterholder with seven years of professional experience, currently serving at Frazier Financial Advisors, LLC. His background includes roles in financial services and education, as well as a position at AcesDiving LLC. Frazier Financial Advisors, LLC is a registered investment adviser managing approximately $1.16 billion in assets for individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a variety of investment approaches and offers both comprehensive and modular financial planning, along with integrated accounting and tax preparation services.

Kevin Kruse is a financial advisor at Meeder Advisory Services, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Summit Financial Strategies from 2017 to 2024. 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 offers tax-aware and personalized model solutions, often acting as a discretionary manager while serving as a strategist or model provider in non-discretionary programs.

Christopher Bartkowski is a financial advisor at Summit Financial Strategies Inc. He holds the CFP®, CFA®, and Series 65 credentials and has five years of industry experience. His prior roles include positions at Corient, Budros, Ruhlin & Roe, Squire Patton Boggs, and Bloomberg BNA. Summit Financial Strategies serves individuals across wealth levels, as well as business entities, trusts, estates, and charitable organizations, offering a range of advisory and planning services. The firm constructs diversified portfolios using multiple asset classes and employs third-party technology platforms to enhance portfolio management, including tax-efficient strategies and managed held-away account services.

John Forloine is a CFP® and Series 66 registered advisor with 15 years of industry experience. He is currently with Golden Reserve Retirement, LLC and has previously worked at firms including The Pension Group, McCarthy & Cox Retirement & Estate Planning Specialists, Commonwealth Financial Network, Nationwide Securities, and Merrill Lynch. In addition to his advisory role, he is a licensed insurance agent involved in commissionable insurance sales through an affiliated entity. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, emphasizing modern portfolio theory and long-term, low-cost investing. The firm integrates estate-planning and tax-preparation services through affiliated entities and employs discretionary management with a focus on tailored investment strategies.

Isao Shoji is a CFP® with 19 years of industry experience, currently serving as a financial advisor at TSG Advice Partners, LLC since 2019. Prior to joining TSG, he worked at Ameriprise Financial Services, Inc. for 13 years. Outside of advising, he is involved in business operations as a member of SG Capital LLC. TSG Advice Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm uses an institutional modeling system focused on ETF-centered portfolios with a long-term orientation and offers in-house tax preparation and bookkeeping services.

Mikhail Poltyrev is a CFP® and ChFC® with 16 years of industry experience, currently serving as a financial advisor at GGM Financial LLC. He previously worked at JPMorgan Securities LLC for six years and has co-owned a private eBay sales business, BAM Distributing, since 2016. GGM Financial, LLC provides wealth management, financial planning, and retirement plan consulting to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs discretionary, goal-based investment programs tailored to client objectives and risk tolerance, using various analytical methods and ongoing portfolio monitoring.

Robert Ostrander is a CFP® professional with 44 years of experience in the financial services industry. He is affiliated with SWS Advisors, Inc., where he has worked since 2008. Ostrander serves on the boards of multiple nonprofit organizations, including America Freedom Project and Floodgate Vision, and is president of Centerpoint Stewardship, Inc., a holistic planning organization for individuals and families. SWS Advisors, Inc. is a registered investment adviser serving individuals, corporations, businesses, and charitable organizations. The firm manages approximately $50.6 million in discretionary assets across about 449 client relationships, offering discretionary portfolio management, written financial planning, and project-based advice tailored to client needs.

Carter Gerlach is a CFP® professional with 10 years of industry experience, currently serving at Windsor Advisory Group, LLC since 2019. Prior to joining Windsor, he worked at The Columbus Foundation from 2016 to 2019. Windsor Advisory Group serves ultra-high net worth individuals and families, offering customized financial planning and discretionary portfolio management. The firm also provides family office and personal CFO services, with an investment approach that includes both public and private markets and a distinctive capability to manage pooled private investment vehicles.

Benjamin Skinner is a CFP® with 10 years of industry experience, currently serving at Summit Financial Strategies Inc since 2016. He is based in Columbus, OH, and works within a team of 20 advisors at the firm. Summit Financial Strategies serves individuals—including both non-high-net-worth and high-net-worth clients—along with business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary investment advisory services, bundled wealth management, financial planning, tax planning, and retirement plan services, emphasizing diversified portfolios and fee-only fiduciary standards.

Theodore Winders is a CFP® and CFA® with 15 years of experience in financial advisory. He is currently with Yarger Wealth Strategies, LLC, joining the firm in 2023 after seven years at J.P. Morgan Institutional Investments Inc. Yarger Wealth Strategies is an SEC-registered advisory firm serving high-net-worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary wealth management, financial planning, and retirement-plan advisory services, utilizing a customized investment approach that includes ETFs, mutual funds, equities, bonds, and alternative investments.

Branda Allen is a financial advisor with TCP Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at firms including United Planners Financial Services of America and Trendency Capital Partners. Outside of advisory work, she owns and operates Wanderlust Adventures & Events LLC, a venture focused on real estate activities. TCP Asset Management, LLC offers portfolio management, financial planning, pension consulting, and annuity management services to individuals, including high-net-worth clients, and pension/profit-sharing plans. The firm employs a combination of fundamental and technical analysis with a long-term trading approach and uses model portfolios and sub-advised strategies through third-party platforms.

Laurie Licata is a CFP® professional with seven years of industry experience, currently serving as part of the team at PDS Planning Inc in Dublin, OH. She has been with PDS Planning since 2008, totaling 18 years at the firm. PDS Planning Inc is a fee-only registered investment adviser that offers financial planning and portfolio management to individuals, business entities, pension plans, and charitable organizations. The firm manages approximately $2.17 billion across about 600 clients and employs a fixed-fee structure for its advisory services, providing customized financial plans and investment strategies that include ETFs, mutual funds, separate accounts, and direct equities and fixed income.

Eric Kelemen is a financial advisor at MDRN Capital with licenses including Series 65 and Series 63. He has professional experience spanning roles at Huntington National Bank, Golden Reserve, Park National Bank, and MDRN Capital since 2022. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and financial planning. The firm manages approximately $338.6 million using a multi-advisor team model and primarily constructs portfolios with unaffiliated independent managers and low-cost mutual funds and ETFs.

Kurt Hildebrand is a financial advisor with Capital City Asset Management Group, LLC and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including roles at Kestra Advisory, Kestra Investment Services, and Capital City Partners, as well as operating his own firm, Hildebrand Financial Group, since 2006. Outside of advisory work, he is involved in selling insurance products and college planning services through The Hildebrand Financial, LLC, and operates a pro-shop for a YMCA martial arts program. Capital City Asset Management Group, LLC provides discretionary asset management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs customized portfolio strategies tailored to client-specific factors and utilizes a range of investment approaches including contrarian and tactical asset allocation.

Brett Vandervort is a financial advisor at Swisher Financial Concepts, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at Swisher Financial Concepts in two separate periods totaling 12 years, as well as at THE O.N. Equity Sales Company for three years. Swisher Financial Concepts serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing fee-based financial planning, individualized investment management, and pension consulting. The firm employs a combination of fundamental and technical analysis to develop client-specific investment policies and offers additional services including tax preparation and small-business management consulting.

Ryan Watt is a financial advisor at Arena Private Wealth with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and 66 licenses. His prior work includes roles at Fifth Third Securities and Mutual Securities. Watt serves on the Board of Directors for the Juvenile Diabetes Research Foundation in Southern and Central Ohio. Arena Private Wealth provides financial planning and portfolio management to individuals and high-net-worth clients, with services that include manager selection, customized strategies, and a covered-call strategy for concentrated equity positions. The firm uses a combination of fundamental, technical, and modern portfolio approaches and acts as a fund sponsor and general partner through affiliated entities.

James Lindner is a CFP® and ChFC® with 32 years of industry experience, currently serving at Retirement Strategies, Ltd. He has held roles at Private Client Services and Purshe Kaplan Sterling Investments, among others. Outside of advising, Lindner is the founder and president of Capital City Young Aviators, a nonprofit that mentors at-risk youth through aviation programs, and he also serves as president and co-founder of the Central Ohio Professional Education Council, which provides free financial education workshops. Retirement Strategies, Ltd. provides comprehensive financial planning, portfolio management, and consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes tailored investment strategies using ETFs, mutual funds, stocks, and bonds, supplemented by newsletters, educational seminars, and client-facing planning software.

Matthew Schaefer is a financial advisor at Golden Reserve Retirement, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at The Superlative Group for seven years. In addition to his advisory role, Schaefer is a licensed insurance agent involved in commissionable insurance sales and retirement planning through an affiliated entity. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, using 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, distinguishing itself with formal affiliations and a specific custodian requirement.

Christopher Schumacher is a CFP® with 20 years of industry experience. He has worked at TSG Advice Partners, LLC since 2019 and previously spent 13 years at Ameriprise Financial Services, Inc. in Columbus, OH. TSG Advice Partners, LLC provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs an institutional modeling system primarily using ETF-centered model portfolios with a long-term orientation, and also offers in-house tax preparation and bookkeeping services.