Matthew Palmer is a financial advisor with The Joseph Group Capital Management in Columbus, Ohio, where he has worked since 1999. He has 26 years of industry experience. The Joseph Group Capital Management provides discretionary investment management and financial planning services to individuals, families, trusts, charities, and businesses, as well as consulting for retirement plan sponsors. The firm’s investment approach includes multiple named strategies tailored to client goals, with an emphasis on client communications and educational materials.

Cameron Uttley is a CFP® professional at John E. Sestina and Company with three years of industry experience. He has been with John Sestina and Company since 2021 and previously worked at Retirement Strategies LTD and Mount Vernon Nazarene University. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement-plan consulting. The firm uses modern portfolio theory and a long-term trading approach, offers free educational workshops, and incorporates artificial intelligence tools in its research and portfolio feedback.

Owen Bosworth is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 designation. He has recent experience working at Peak Retirement Planning and has previously been involved with Cedarville University, Camp Susque, and Big Dan's BBQ. Peak Retirement Planning serves individual and high-net-worth clients with discretionary investment management, financial planning consulting, and related services, including access to an in-house CPA and estate-planning support through a third-party platform. The firm tailors strategies based on clients’ objectives and risk tolerance, reviews accounts quarterly, and manages approximately $631 million across 910 accounts.

Ian Erdman is a CFP® with 10 years of experience in the financial services industry. He is currently with ANTOLINO Wealth Advisors and has previously worked at multiple firms including Nationwide Financial and Kestra Investment Services. Outside of his advisory work, he has worked as a rideshare driver. ANTOLINO Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans through financial planning, consulting, and portfolio management. The firm employs a modular planning process and emphasizes multi-dimensional asset allocation, using a range of investment strategies and third-party subadvisors within a team of about ten advisors managing approximately $1.4 billion in assets.

Patrick Finneran is a financial advisor at The Joseph Group Capital Management with 13 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Facet Wealth and Hamilton Capital Management, Inc. The Joseph Group Capital Management is an SEC-registered advisory team providing discretionary portfolio management and financial planning to individuals, high-net-worth households, and retirement plan sponsors. The firm employs a purpose- and goal-based investment process, offering specialty strategies such as a regional Home Grown stock portfolio and Direct Indexing via a sub-adviser, supported by a multi-credentialed investment team.

Robert Upton is a CFA® charterholder with 21 years of industry experience, currently serving at The Joseph Group Capital Management. He has been with the firm since 2004 and also founded Upton Financial Education, where he develops CFA and FRM study materials as an independent contractor with the Schweser Study Program. His work in financial education dates back to 2001. The Joseph Group Capital Management provides discretionary investment management and financial planning services to individuals, families, trusts, charities, and businesses, along with consulting for retirement plan sponsors. The firm’s investment approach includes client-specific strategies and emphasizes regular communication and educational materials, featuring a distinctive regionally concentrated stock portfolio option.

Jonathan Roby is a CFP® professional with five years of industry experience. He has worked at TSG Advice Partners, LLC since 2019 and previously at S G Capital LLC from 2016 to 2019. He is based in Columbus, OH. TSG Advice Partners, LLC is a team of ten advisors providing financial planning, consulting, discretionary investment, and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses ETF-based model portfolios with a range of allocations and incorporates fixed-income securities, options, inverse ETFs, and managed-account borrowing when appropriate. It combines in-house tax preparation with wealth management and maintains formal referral relationships with law firms.

Joshua Frazier is a financial advisor at Frazier Financial Advisors, LLC with 17 years of industry experience. He has worked with Triad Advisors, Inc. for 13 years and has been with Frazier Financial Advisors since 2007. Outside of advising, he is involved with Historic Dublin Restaurants, an unrelated business venture. Frazier Financial Advisors, LLC is a registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.16 billion in assets and offers investment management, financial planning, and ERISA fiduciary services, employing a mix of fundamental and technical analysis, model portfolios, and third-party managers. The firm also provides accounting and tax preparation services as part of its practice.

Timothy Power is a financial advisor at Balance Wealth with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at WealthSource Partners and SurePath Wealth Management. Outside of his advisory role, he is also active as an artist. Balance Wealth Partners serves individual and high-net-worth clients as well as defined contribution and defined benefit plans, providing discretionary investment management, financial planning, and pension consulting. The firm employs diversified, risk-based portfolios using various investment vehicles and operates from multiple offices, supporting over 550 clients.

Franco Iozzo is a financial advisor at rebel Financial, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade and Kansas Global Trade Services. He is also affiliated with North Carolina State University. rebel Financial serves individual and high-net-worth investors, pension and profit-sharing plans, and corporate clients by providing customized portfolio management, financial planning, investment management, and insurance solutions. The firm integrates fundamental and technical analysis with modern portfolio theory and offers unique service tiers and accounting services alongside traditional advisory programs.

Michael Henn is a CFP® professional with 23 years of industry experience. He has been with Swisher Financial Concepts, Inc. since 2008 and previously worked at THE O.N. Equity Sales Company for 11 years. In addition to his advisory role, he is licensed to sell life, health, disability, and long-term care insurance products. Swisher Financial Concepts serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with fee-based financial planning, investment management, and pension consulting. The firm combines fundamental and technical analysis to develop client-specific investment policies and offers additional services including tax preparation and small-business management consulting.

Kevin Vannatta is a CFP® professional with six years of industry experience. He has been with G2 Capital Management, LLC since 2020 and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He is based in Columbus, OH. 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 low-cost mutual funds and ETFs, supplemented by individual securities as needed, and offers private capital market investments and family-office advisory services.

Paul Geiger is a financial advisor at Windsor Advisory Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Meeder Investment Management, FTJ FundChoice LLC, and Fidelity Brokerage Services LLC. Windsor Advisory Group provides family office and wealth advisory services primarily to high net worth individuals, families, and family offices, as well as trusts, corporations, and charitable entities. The firm offers comprehensive financial consulting and portfolio management, emphasizing individualized cash flow and investment plans implemented across both public and private markets.

Ian Hundley is a CFP® professional with six years of industry experience, currently serving as an advisor at Gryphon Financial Partners. Prior to joining Gryphon in 2024, he spent 12 years with Fifth Third Securities. Outside of his advisory role, Hundley is a minority owner and board member of BECTIN Holdings, Inc., a FedEx long-haul trucking contractor. Gryphon Financial Partners provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm employs an active, diversified “total portfolio” approach and manages both discretionary and non-discretionary strategies, with specialties in family business sales, retirement, legacy planning, and private investment vehicles.

Cynthia Mason is a financial advisor at SWS Advisors, Inc. in Columbus, OH, with 13 years of industry experience. She holds a Series 63 designation and has worked at several firms including PL Marketing and Enercon Energy. Outside of advising, Mason is a notary and has been involved with Youth Advocate Services since 2013. SWS Advisors, Inc. serves individuals, corporations, businesses, and charitable organizations with discretionary portfolio management, financial planning, and project-based advice. The firm manages approximately $50.6 million in assets across 449 client relationships with a seven-advisor team, using both fundamental and technical analysis to tailor investment strategies.

Blake Farmer is a financial advisor at TSG Advice Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2012 to 2019. Blake has been with TSG Advice Partners since 2019. 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 employs an institutional modeling system focused on ETF-centered model portfolios and offers additional services including retirement-plan consulting, tax preparation, and bookkeeping.

Harry Dye III is a financial advisor at Windsor Advisory Group, LLC in Columbus, OH, with 8 years of industry experience. He holds the Series 65 designation and has been with Windsor Advisory Group since 2002. Windsor Advisory Group provides family office and wealth advisory services primarily to high net worth individuals, families, and family offices, as well as trusts, corporations, and charitable entities. The firm offers comprehensive financial planning and portfolio management, emphasizing customized investment strategies across public and private markets, including private equity and hedge funds.

Tyler Cook is a CFP® professional with nine years of industry experience, currently serving at John E. Sestina and Company since 2016. He is based in Columbus, OH, and has been associated with the firm, in various capacities, since 2004. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a multi-advisor team approach and follows a long-term, diversified investment strategy primarily using mutual funds and ETFs, along with other asset classes when appropriate.

Jeffrey Lagusch is a CFP® professional with 28 years of experience in financial advisory. He is a member of Gryphon Normandy Manager, LLC, an affiliated investment-related entity, and has been with Gryphon Financial Partners since 2017. He also manages Greendale Cabin LLC, a property rental business in Logan, Ohio. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm employs an active, diversified “total portfolio” approach, using model portfolios, discretionary and non-discretionary management, and manages affiliated private investment vehicles for suitable clients.

Dominic Garris is a Series 65-licensed advisor at Peak Retirement Planning, Inc. in Columbus, OH, with three years of industry experience. He has been with Peak since 2022 and operates an e-commerce retail business through DGARRIS ENTERPRISES, LLC. Prior to his current roles, he was involved with Buckeye Gold Company LLC for eight years. Peak Retirement Planning serves individual and high-net-worth clients with discretionary investment management and financial planning services. The firm offers in-house CPA support for tax preparation and uses an estate-planning software platform to assist clients, tailoring strategies across various investment approaches.