Jason Witt is a financial advisor at ANTOLINO Wealth Advisors in Columbus, OH, holding a Series 66 designation with six years of industry experience. Prior to joining ANTOLINO, he worked at United Wholesale Mortgage and has been associated with AA Financial Advisors and Kestra Investment Services since 2019. Outside of his advisory role, he is involved with AA Financial Advisors: Antolino & Associates. ANTOLINO Wealth Advisors provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses a multi-dimensional asset allocation approach called the ABC’s of Cashflow™, employing a variety of investment models and tools to create customized portfolios and ongoing reviews.

Timothy Swain is a CFP® professional with 13 years of industry experience, currently serving at Summit Financial Strategies Inc in Columbus, OH. He has been with Summit Financial Strategies since 2016. Summit Financial Strategies serves individuals and entities including trusts, estates, and charitable organizations, offering discretionary and non-discretionary investment advisory services along with financial planning, tax planning, and retirement plan services. The firm operates as a fee-only adviser with a fiduciary oath requirement and emphasizes diversified, long-term portfolio construction while employing advanced tools and strategies.

David Grimm is a financial advisor at 15 Wealth Advisors LLC in Dublin, Ohio. He holds a Series 65 designation and has recently transitioned from a 26-year career at Superior Plastics Inc, where he worked until 2025. He currently balances roles at both 15 Wealth Advisors and Superior Plastics. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients by providing investment advisory, financial planning, and employer planning services. The firm employs a multi-disciplinary investment process focused on discretionary portfolio management using primarily ETFs, model allocations, and customized recommendations.

Joseph Tocyloski is a financial advisor with Meeder Advisory Services, Inc. in Dublin, Ohio. He holds a Series 63 designation and has 36 years of industry experience, including over 10 years with Meeder. Outside of his advisory role, he has a financial interest in a boutique business, J Lor Fashions Inc. 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 portfolios, often incorporating affiliated mutual funds and providing strategist and model services primarily through intermediaries and institutional plan relationships.

Timothy Scholten is a financial advisor with Yarger Wealth Strategies, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and Raymond James Financial Services. Outside of his advisory work, he serves as a paid referee for Ohio high school and middle school basketball games. Yarger Wealth Strategies is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary wealth management, financial planning, and ERISA fiduciary investment oversight, employing customized portfolios with a focus on fundamental analysis and a primarily long-term investment horizon.

Robert Keidan is a CFP® with 46 years of industry experience. He is a principal at Keidan Financial Consultants LLC, where he has worked for 27 years, following a prior role with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) beginning in 1989. He serves as a board member of the Temple Israel Foundation, contributing to policy and volunteer activities. Keidan Financial Consultants provides investment supervisory services and comprehensive financial planning for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm employs a quantitative and research-driven investment process, offering both discretionary and non-discretionary portfolio management alongside retirement rollover guidance and an advisor-managed platform through Pershing.

Tyler Nichols is a Series 65-licensed financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, with one year of industry experience. Prior to joining Peak Retirement Planning, he worked at Scioto Country Club and 4K Landscape. Peak Retirement Planning serves individual and high-net-worth clients, providing discretionary investment management, financial planning consulting, and related services. The firm offers personalized advice based on clients’ objectives, time horizon, and risk tolerance, supported by an in-house CPA for tax preparation and access to estate-planning software through a third party.

Mary Slane is a financial advisor with TCP Asset Management, LLC in Dublin, OH, holding a Series 63 license and over 26 years of industry experience. She has been affiliated with TCP Asset Management since 2016 and has prior experience at United Planners Financial Services of America and several other firms. Slane also operates Slane Financial Group, a marketing entity for her wealth management services. TCP Asset Management advises individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management, financial planning, and estate-planning referrals, utilizing both fundamental and technical analysis with a long-term trading approach.

Christian Carey is a financial advisor with Golden Reserve Retirement, LLC in Dublin, Ohio, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Ameriprise and Edward Jones. Carey is also a licensed insurance agent affiliated with Golden Reserve, LLC, where he engages in the recommendation and sale of insurance products and fixed annuities. 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 affiliated estate-planning legal and tax services within its fixed annual fee structure.

Eric Eberts is a financial advisor at Keidan Financial Consultants LLC in Columbus, OH, with 19 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and has been with Keidan Financial Consultants since 2012. Keidan Financial Consultants provides investment supervisory services and financial planning to individuals, trusts, high-net-worth clients, and employer-sponsored retirement plans. The firm combines risk-tolerance assessment with asset allocation modeling and quantitative tools, offering both discretionary and non-discretionary portfolio management primarily through mutual funds, ETFs, and fixed-income securities.

Timothy Burkett is a CFP® and holds a Series 65 license with six years of industry experience. He has been with Keeler & Nadler Family Wealth since 2020 and previously worked at NorthAvenue LLC and Partnership Financial LLC. Before entering financial advising, he spent over a decade at the US Trotting Association. Keeler & Nadler Family Wealth provides wealth management services to individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing a range of analysis methods and investment tools tailored to clients’ goals and risk tolerances.

Louis Kin Shing Lo is a financial advisor with SWS Advisors, Inc. in Columbus, OH, holding a Series 63 designation and 39 years of industry experience. He has worked at SWS Advisors and Omni Financial Securities since 2020 and previously spent seven years at Cetera Advisors LLC. In addition to his advisory role, he provides part-time tax preparation services for individuals and local small businesses. 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 a seven-person advisory team, offering discretionary portfolio management, financial planning, and project-based advice tailored to each client’s Investment Policy Statement.

Brandon Boychuk is a financial advisor with ANTOLINO Wealth Advisors in Columbus, OH, holding credentials including CFP® and ChFC® with 10 years of industry experience. His prior work includes positions at Kestra Investment Services, Bank of America, and Merrill. Outside of advising, he owns an auto detailing business. ANTOLINO Wealth Advisors offers financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm utilizes a multi-dimensional asset allocation approach, incorporating various investment models and planning tools to create custom portfolios and ongoing reviews.

Michael Parker is a CFA® charterholder with nine years at SWS Partners, LLC and a previous nine-year tenure at OPERS, totaling 18 years in the financial industry. He serves on the board of The 1976 Club, which manages the rowing program at Orchard Lake St Mary's School. SWS Partners, a five-person advisory team managing approximately $442.6 million in assets, offers discretionary investment management, financial planning, OCIO, and multi-family office services to individuals, family offices, pension plans, trusts, estates, charitable organizations, and small businesses. The firm combines passive asset-class exposures with fundamental, research-driven active selection and provides services such as wrap-fee programs, third-party model licensing, and access to private funds and alternative investments.

Alexander Moeslein is a financial advisor at Windsor Advisory Group, LLC, holding a Series 65 credential. He has been with Windsor Advisory Group since 2023 and previously worked at SMC Infrastructure Partners, Miami University, and Giant Eagle. Windsor Advisory Group provides family office and wealth advisory services to high net worth individuals, families, trusts, corporations, and charitable entities. The firm offers comprehensive personal CFO services, including tax, trust and estate consulting, charitable giving, insurance, banking, and private business transactions, alongside portfolio management with a focus on both public and private markets.

James Parker is a financial advisor at SWS Partners, LLC in Columbus, OH, holding a Series 66 designation with 24 years of industry experience. He has been with SWS Partners since 2015 and previously worked at American Express Financial Advisors. Parker is also the owner of Parker Asset Strategies Group, a financial services business. SWS Partners manages approximately $442.6 million in assets with a five-person advisory team, providing discretionary investment management, financial planning, OCIO, and multi-family office services to a range of clients including high-net-worth individuals, family offices, and charitable organizations. The firm combines passive asset-class exposures with fundamental, research-driven active selection and is known for its involvement in pooled investment vehicles and wrap-fee wealth management programs.

Kyle Euton is a financial advisor at PDS Planning Inc in Dublin, OH, with 10 years of industry experience. He holds Series 65 and Series 63 designations and previously worked for Fidelity Brokerage Services, LLC for six years before joining PDS Planning in 2020. 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 services, employing a disciplined investment approach that includes diversified asset allocation and an explicit policy on cryptocurrency and AI governance.

Ralph Martinez is a financial advisor with SWS Advisors, Inc. in Columbus, Ohio, holding a Series 63 designation and bringing 42 years of industry experience. He has been with SWS Advisors since 2015 and also holds a license as an insurance agent, occasionally offering insurance products alongside his advisory services. SWS Advisors, Inc. is a registered investment adviser serving individuals, corporations, businesses, and charitable organizations with discretionary portfolio management and financial planning services. The firm employs both fundamental and technical analysis and manages approximately $50.6 million in discretionary assets for about 449 client relationships.

Jason Burkholder is a CFP® and CFA® with 17 years of industry experience. He has been with ANTOLINO Wealth Advisors since 2026, previously working for New Legacy Financial Group, LLC for 17 years. ANTOLINO Wealth Advisors provides financial planning and investment management to individuals, high-net-worth clients, trusts, estates, and retirement plans, using a multi-dimensional asset allocation approach called the ABC’s of Cashflow™. The firm offers a planning process known as the UltraVision System® and employs various portfolio management strategies, including discretionary and non-discretionary management and pension consulting.

Andrew Barton is a CFP® certificant with 13 years of experience in financial advising. He is currently with Boldin Advisors, a team-based firm, and has held prior roles at Facet, MEEDER Investment Management, and Libertas Wealth Management Group. Outside of financial advising, he is the owner and board member of Uncle D, LLC, a printing services and product promotion business. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on low-cost, diversified indexed funds and ETFs with a long-term, buy-and-hold investment approach. The firm operates multiple offices with a six-advisor team and charges fixed, hourly, or annual fees rather than percentage-based fees.