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® with 13 years of industry experience, currently serving as an advisor at Frazier Financial Advisors, LLC. He has been with Frazier Financial Advisors since 2013 and also holds a registered representative position with Private Client Services, LLC. In addition to advisory work, he prepares tax returns for clients of Frazier Financial Advisors. Frazier Financial Advisors is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.16 billion in assets, offering discretionary and non-discretionary investment management alongside comprehensive and modular financial planning, with integrated tax and accounting 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 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 wealth management, financial planning, and discretionary portfolio management. The firm focuses on building tax-aware portfolios using low-cost ETFs and mutual funds, supplemented by individual securities and independent managers, and manages approximately $710 million in client assets.

Tad Herrington is a CFP® and holds a Series 66 designation with 11 years of industry experience. He is currently affiliated with PDS Planning Inc and has worked at several firms including Wealth Launch, LLC and SWS Partners, LLC. He is the founder of Wealth Launch Planning Solutions, a practice management consulting business serving financial advisors. 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, employing a disciplined investment approach that includes diversified asset allocation across ETFs, mutual funds, separately managed accounts, individual securities, and fixed income.

Larry Thompson is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Balance Wealth since 2025 and previously served as managing member of Agdeavor Investments for 19 years. Thompson is also president of Thompson Business Associates, a consulting and business management firm, and executive director of Heartland Agdeavor Association, both roles he has held for over 20 years. 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 and applies fundamental analysis, modern portfolio theory, and quantitative methods in its investment approach.

Martin Meyers is a CFP®-designated financial advisor at Meyers Wealth Management, LLC in Columbus, OH, with 28 years of industry experience. He has worked at Meyers Wealth Management since 2018 and previously spent nine years 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 related planning services. The firm manages approximately $1.61 billion and employs a range of strategies including tactical asset allocation and value investing, while sponsoring a wrap-fee program and offering educational seminars for clients and plan participants.

Alexandra Buehler is a financial advisor at Meyers Wealth Management, LLC in Columbus, Ohio, holding a Series 66 designation with five years of industry experience. Prior to joining Meyers Wealth Management as a full team member, she worked at GBQ Partners for three years. Meyers Wealth Management is a family-owned, SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and other entities. The firm employs tactical asset allocation and value-oriented approaches to create individualized investment plans, managing approximately $1.9 billion across nine advisors and about 800 client relationships.

Anthony Zrinyi is a financial advisor at Golden Reserve Retirement, LLC with nine years of industry experience. His background includes roles at Northwestern Mutual Wealth Management Company and Gibbs Butcher and Brews. Outside of advising, he has worked as a bartender and server at Gibbs Butcher and Brews. 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 and tax services within its fee structure and offers tailored advice including portfolio management and retirement planning.

Kurt Brown is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at PDS Planning, Inc. in Dublin, OH. He has been with PDS Planning since 2010. PDS Planning, Inc. is a fee-only registered investment adviser that provides comprehensive financial planning and investment advisory services to individuals, high-net-worth households, business entities, pension plans, charitable institutions, and non-profit organizations. The firm emphasizes planning-driven investment decisions, ongoing portfolio monitoring, and a fiduciary standard, offering a fixed-fee model for client engagements and a range of services including retirement-plan consulting and business succession planning.

James Morton is a financial advisor with Meeder Advisory Services, Inc. in Dublin, Ohio, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Huntington National Bank, United States Navy, Cetera Investors, and Nick Ryans. 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 model construction to allocate across various asset classes and offers tax-aware and age- or risk-based model solutions.

Jason Farris is a CFP® with 17 years of industry experience, currently serving at Waller Financial Planning Group, Inc. in Columbus, OH, where he has worked since 2008. He holds a Series 63 license and is part of a multi-advisor team at the firm. Waller Financial Planning Group serves individual investors across a range of wealth levels, as well as pension and profit-sharing plans and charitable organizations. The firm offers customized investment management and financial planning, utilizing a disciplined approach that combines fundamental and technical inputs to construct and monitor portfolios, supported by regular client communications and educational materials.

Brad Hennebert is a CFP® professional with two years of experience in financial advising, currently with TCP Asset Management, LLC. He has prior experience at Russell & Company - Kestra Investment Services and owns a tax preparation and accounting firm, Premier Tax CPAs, which he has been a partner in since 2003. TCP Asset Management advises individual clients, including high-net-worth individuals, and pension and profit-sharing plans, providing discretionary portfolio management and financial planning services. The firm employs both fundamental and technical analysis with a long-term trading orientation and manages approximately $822 million in assets across 18 advisors.

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.

Patrick Brobeck is a financial advisor with E. A. Horwitz LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He also serves as Deputy Director of Quality Assurance for the Ohio Attorney General’s Office, where he works on process improvement and quality control. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, focusing on a conservative, principal-preservation investment philosophy tailored to individual needs. The firm integrates risk management tools such as options and fixed-income trading and maintains a combination of small-firm client focus with institutional trading and compliance infrastructure.