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® with two years of industry experience, currently serving at Frazier Financial Advisors, LLC. His work history includes roles at Private Client Services and Swenson Drive Ins. Frazier Financial Advisors, LLC is a registered investment adviser managing approximately $1.16 billion in assets for individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers tailored investment management and financial planning services using a combination of fundamental and technical analysis, model portfolios, and third-party managers, along with integrated 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 experience in the financial advisory industry. He is affiliated with Asendo Wealth Advisory, a team-based firm in Columbus, OH, and has previously worked at several firms including Collaborative Financial Partners LLC and McCarthy and Cox Retirement and Estate Specialist LLC. Outside of advisory services, he holds an insurance license implemented through Collaborative Insurance Partners. Asendo Wealth Advisory provides financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, charitable organizations, profit-sharing plans, and business entities. The firm employs an institutional modeling system to construct ETF-focused portfolios across various risk profiles and integrates strategies such as options, inverse ETFs, alternative investments, and third-party managers.

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.

James Curry is a financial advisor with Consolidated Financial and holds the CFP® and Series 63 designations. He has 40 years of experience in the industry and has worked at multiple firms, including Lincoln Investment and Great American Advisors, Inc. Outside of his advisory work, he heads a department at The Wiseman Agency focused on group benefits and individual life and disability insurance. Consolidated Financial Management Group provides portfolio management, financial planning, and pension consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm combines third-party research with a range of investment strategies and allows clients to direct brokerage for non-discretionary accounts.

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.

Cory Hinaman is a CFA® charterholder with seven years of experience at Windsor Advisory Group, LLC and four years of prior experience at The Ohio State University. He is based in Columbus, OH. 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, including private market investments and personalized consulting on tax, estate, and business matters.

Gabriel Mercer is a financial advisor with Smith & Wyatt in Dublin, OH, holding a Series 65 designation and beginning his industry career in 2024. He is also the owner of Woodrow & High LLC, a small business acquisition unrelated to investment advising. Smith & Wyatt serves individual and corporate clients, including high-net-worth individuals, managing approximately $207 million through a team of eight advisors. The firm offers tailored financial planning, discretionary portfolio management, and estate-planning consulting, with a focus on mutual funds and exchange-traded funds.

Austin Neal is a CFP® with 5 years of industry experience, currently serving as an advisor at Frazier Financial Advisors, LLC. His prior roles include positions at Cambridge Investment Research and The Bishoff Financial Group. Frazier Financial Advisors, LLC manages approximately $1.16 billion in assets and serves individuals, pension plans, trusts, and charitable organizations. The firm offers tailored investment management and financial planning services, utilizing a combination of fundamental and technical analysis, model portfolios, and third-party managers, along with integrated accounting and tax preparation offerings.

Kristina Green is a financial advisor at Trinity Financial Advisors LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of her advisory role, she is involved in real estate property management through GAJL Real Estate Investments, LLC. Trinity Financial Advisors LLC serves individuals and high-net-worth clients as well as business entities, offering customized portfolio management and business-related financial planning. The firm manages approximately $670 million across a five-advisor team, utilizing platforms like eMoney and Addepar to provide ongoing portfolio monitoring and reporting.

Joseph Satira is a CFP® and ChFC® currently with Golden Reserve Retirement, LLC in Dublin, OH. He has prior experience at PNC Investments LLC and PNC Bank, accumulating several years in the financial services industry. 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, and operates with formal affiliations that distinguish its advisory offering.

Tyler Purcell is a financial advisor at Balance Wealth with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Kiplinger Wealth Advisors and Securities America Inc. Outside of finance, he is an owner of The Laundry Spot LLC, a laundromat business in Hamilton, Ohio. Balance Wealth Partners is a registered investment adviser that serves individual and high-net-worth clients as well as defined contribution and defined benefit plans. The firm offers discretionary investment management and financial planning through a team approach, managing diversified portfolios using a range of asset types and analytical methods.

David Boldger is a financial advisor at Meeder Advisory Services, Inc. with nine years of industry experience and holds a Series 66 credential. His prior roles include positions at Invesco, Edward Jones, and Voya Investment Management. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors, and individual investors through separately managed accounts and model/strategist programs. The firm’s investment approach emphasizes quantitative models and an asset-allocation framework, often utilizing affiliated mutual funds and providing services primarily through intermediaries and institutional plan relationships.

Christopher Brewster is a CFP®-certified financial advisor with 14 years of industry experience, currently practicing at GGM Financial LLC in Columbus, OH. His prior roles include positions at Commonwealth Financial Network and Gloeckner Green McCabe Financial. GGM Financial, LLC serves individuals, families, trusts, pension plans, charitable organizations, and corporate clients with wealth management, financial planning, and retirement consulting. The firm employs discretionary, goal-based investment strategies aligned with client objectives and risk tolerance, using a combination of modern portfolio theory and various analytical methods.

Shahrokh Minoui is a financial advisor at Capital City Asset Management Group, LLC with 31 years of industry experience. He has been with Capital City Asset Management Group and Capital City Securities since 2019 and previously spent 10 years at Ameriprise Financial Services, Inc. Outside of his advisory role, Minoui is involved in managing several trusts and limited liability companies unrelated to financial services. Capital City Asset Management Group provides discretionary asset management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm builds customized portfolios based on client-specific factors and employs various investment strategies, including contrarian and tactical asset allocation, while also utilizing third-party managers as needed.

Matthew Reber is a financial advisor at Windsor Advisory Group, LLC in Columbus, Ohio, holding a Series 65 designation with one year of industry experience. Prior to joining Windsor Advisory Group, he worked at KPMG LLP and has experience in education and other fields. Windsor Advisory Group provides family office and wealth advisory services primarily to high net worth individuals, families, and family offices. The firm offers personalized financial planning and management across public and private markets, including private equity and private placements, with an emphasis on manager selection, due diligence, and discretionary client relationship management.

Bianka Fisher is a financial advisor with Parallel Equity Advisors Ltd. in Dublin, Ohio. She holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to her current role, she worked with Fortune Financial Services, Inc. and Symphony Partners. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management to individuals, retirement plans, trusts, estates, and charitable organizations. The firm delivers non-discretionary investment management with client consultation prior to trades and typically serves as a limited-scope ERISA 3(21) fiduciary for plan sponsors.