Joseph Schmitz, Jr. is a CFP® and ChFC® with seven years of industry experience. He has worked at Peak Retirement Planning, Inc. since 2021 and previously held roles at First Command and Parkland Securities. In addition to his advisory role, he is licensed as an insurance agent and sells various insurance products. Peak Retirement Planning serves individual and high-net-worth clients with discretionary investment management and financial planning consulting. The firm offers an in-house CPA for tax services and supports estate planning through third-party software, tailoring advice to clients’ objectives and managing approximately $631 million across about 910 accounts.

Abigail Rose is a CFP® professional with seven years of experience at Keeler & Nadler Family Wealth in Dublin, Ohio. She has worked with the firm since 2015, focusing on financial planning and wealth management. In addition to her advisory role, she operates a tax preparation and tax-related advice business as a sole proprietor. Keeler & Nadler Family Wealth provides wealth management services combining investment management and financial planning for individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing a variety of analysis methods and tools tailored to clients’ goals and risk tolerances.

Azeem Abdul Haqq is a financial advisor at Gerber, LLC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Global Atlantic Distributors, LLC and Osaic Institutions, Inc. In addition to his advisory role, he is a licensed insurance agent. Gerber, LLC serves growth-oriented, first-generation entrepreneurs, providing wealth management, discretionary investment management, and entrepreneurial planning to individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment process combining fundamental, technical, behavioral, and charting analyses, and it manages $588 million in discretionary assets with a focus on entrepreneurial coaching and tailored financial solutions.

Christopher Olsgard is a CFP® with 17 years of industry experience, currently serving at Waller Financial Planning Group, Inc. since 2008. He is based in Columbus, OH, and holds the Series 63 designation. 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 customized investment approach using an investment policy statement, an Approved Investment List, and a mix of exchange-traded funds and mutual funds, with portfolios typically managed on a discretionary basis.

Craig Sumerel is a financial advisor at Gryphon Financial Partners with four years of industry experience. He holds a Series 65 designation and has worked at Gryphon Financial Partners since 2023. Outside of his advisory role, Craig serves as CEO of Trail Lines Enterprises, a non-investment related business. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities, serving both high-net-worth and non-HNW clients. The firm employs an active, diversified “total portfolio” approach and manages several affiliated private investment vehicles alongside its in-house global equity strategy.

Emily Wilcher is a CFP® professional with nine years of industry experience, currently serving as an advisor at Frazier Financial Advisors, LLC in Columbus, OH. She has worked at Frazier Financial Advisors since 2018 and previously held roles at Mid Atlantic Capital Corporation and Triad Advisors. In addition to her advisory role, she is involved in tax preparation services offered by Frazier Financial Advisors. Frazier Financial Advisors, LLC provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored investment strategies using a combination of fundamental and technical analysis, comprehensive financial planning, and integrated wealth planning, with in-house accounting and tax preparation services available separately from advisory offerings.

Robert Hamilton is a CFP® with 43 years of industry experience. He has been with PDS Planning, Inc. since 1989 and Royal Alliance Associates, Inc. since 1990. PDS Planning, Inc. is a fee-only registered investment adviser serving individual clients, business entities, pension plans, charitable institutions, and non-profit organizations. The firm emphasizes planning-driven investment decisions, offers comprehensive financial planning and investment advisory services, and uses an annual fixed-fee model for most client engagements.

Patrick Doss is a financial advisor at Meyers Wealth Management, LLC in Columbus, OH, with 12 years of industry experience. He holds a Series 66 designation and has worked at Meyers Wealth Management since 2018, following a two-year period at Wells Fargo Clearing. Meyers Wealth Management is a family-owned, SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and other entities. The firm offers discretionary and non-discretionary portfolio management alongside financial, estate, and retirement planning, employing a value-oriented, tactical asset allocation approach with ongoing portfolio monitoring.

Steven Cavalieri is a CFP® and CFA® at Summit Financial Strategies Inc with two years of industry experience. He previously worked at Mariner Investment Group for eight years and had a brief tenure at Delta Capital Management, Inc. Cavalieri is based in Columbus, OH. Summit Financial Strategies serves a diverse clientele including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory, wealth management, financial and tax planning services, and a discretionary program for smaller accounts, emphasizing long-term investment strategies combined with ongoing portfolio monitoring.

Brad Gregory is a financial advisor at G2 Capital Management, LLC in Columbus, OH, holding a Series 65 designation with nine years of industry experience. He worked at Buckingham Capital Management, Inc. for eleven years prior to joining G2 Capital Management in 2022. 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, supplemented by individual securities as needed, and offers family-office advisory services, retirement plan consulting, and access to private capital market investments for accredited investors.

Sean Luttrell is a CFP® with Series 66 registration and one year of industry experience. He is currently with G2 Capital Management, LLC and previously worked at Summit Financial Strategies and Morgan Stanley. Outside of finance, his work history includes roles in diverse sectors such as collegiate employment and recreational facilities. G2 Capital Management, LLC is an SEC-registered advisory firm managing approximately $756.5 million for a range of clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a primarily long-term, rules-based investment approach focused on risk management and diversified allocations, and it distinguishes itself through its involvement in private funds and private capital opportunities.

Geoffrey Biehn is a CFP® and holds a Series 65 license with 21 years of industry experience. He has been with Trinity Financial Advisors LLC since 2005. Trinity Financial Advisors LLC is a fee-only advisory firm managing approximately $580 million for around 200 individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and business advisory services, with a focus on customized asset allocations using a variety of investment strategies and securities.

Victor Shott is a CFP® professional affiliated with Frazier Financial Advisors, LLC, based in Columbus, OH, with 2 years of industry experience. His prior work includes roles at Private Client Services and Swenson Drive Ins. Frazier Financial Advisors serves a broad client base, including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers tailored investment strategies using a variety of analytical methods and integrates wealth planning with portfolio management, while also providing in-house accounting and tax preparation services.

Evan Yakubov is a financial advisor at Windsor Advisory Group, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Deloitte and G2 Capital Management. Windsor Advisory Group provides family office and wealth advisory services primarily to high net worth individuals, families, and family offices, offering personalized financial planning, tax and estate consulting, and portfolio management across both public and private markets. The firm emphasizes manager selection, due diligence, and discretionary management, and also serves as manager to proprietary pooled private investment vehicles.

John Loveday is a CFP® professional with six years of industry experience, currently serving at Asendo Wealth Advisory. His previous roles include positions at TSG Advice Partners, Collaborative Financial Partners, and McCarthy and Cox Retirement and Estate Specialist. Asendo Wealth Advisory offers financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, charitable organizations, business entities, and profit-sharing plans. The firm employs an institutional modeling system to construct ETF-focused portfolios across various risk profiles and incorporates options, alternative investments, and third-party managers when appropriate.

Samantha Buck is a financial advisor at Windsor Advisory Group, LLC in Columbus, Ohio, holding a Series 65 license with four years of industry experience. She has worked at Windsor Advisory Group since 2018 and previously held positions at Grange Insurance and the Ohio State Office of Student Life Disability Services. Windsor Advisory Group serves ultra-high net worth individuals and families, providing discretionary portfolio management, financial planning, and family office services. The firm emphasizes customized cash flow and investment plans implemented across public and private markets, including management of pooled private investment vehicles, primarily for clients with investable assets of $20 million or more.

Christina Povenmire is a CFP® with 17 years of industry experience. She is currently with rebel Financial, LLC and previously spent 20 years at Cmp Financial Planning. Outside of advising, she owns and conducts educational financial planning seminars through her business, Educational Seminars Group. rebel Financial serves individual and high-net-worth investors, as well as pension and corporate clients, offering investment management along with comprehensive financial, retirement, business, and estate planning. The firm provides additional services such as tax preparation, bookkeeping, and payroll, utilizing a combination of fundamental analysis and modern portfolio theory in portfolio management.

Smarika Adhikari is a financial advisor at rebel Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining rebel Financial, she worked at Disbennett Wealth Management, Mitchell Insurance Agency, and Hoak Insurance Services. Before entering the financial industry, she held roles at Kroger and Dishman's Shell Food Mart. rebel Financial serves individual and high-net-worth investors, pension and profit-sharing plans, and corporate clients by providing investment management alongside comprehensive financial, retirement, business, and estate planning. The firm integrates fundamental analysis and modern portfolio theory in discretionary portfolio management and offers additional services such as tax preparation, bookkeeping, and payroll.

Jessica Hultberg is a CFP® with 10 years of industry experience, currently serving as an advisor at Keeler & Nadler Family Wealth in Dublin, OH. She has been with Keeler & Nadler Financial Planning and Wealth Management since 2012. Keeler & Nadler Family Wealth provides wealth management services that integrate investment management and financial planning for individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management and employs a range of analysis methods, including fundamental, technical, quantitative, and modern portfolio theory.

Scott Thomas is a financial advisor with TCP Asset Management, LLC, holding the CFA® designation and Series 65 and 66 licenses. He has 11 years of industry experience, including a 24-year tenure at JPMorgan Chase. Outside of finance, Thomas works as a rideshare driver and serves on the board of the Columbus Recreation and Parks Foundation. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans with advisory services including portfolio management, financial planning, and pension consulting. The firm manages over $1 billion in assets across 25 advisors and 11 offices, using multiple sub-advisers and model providers to tailor strategies to clients’ goals and risk tolerances.