Joseph Reardon is a Certified Financial Planner® with 23 years of industry experience. He has been with Summit Financial Strategies Inc since 2008. Summit Financial Strategies serves individual clients, including high-net-worth households, as well as trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory and wealth management services, standalone financial and tax planning, and discretionary portfolio management using a variety of securities and strategies.

Jeffrey Cone is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He is currently with BEAM Wealth Advisors, Inc. and has held prior roles at Benedetti, Gucer & Associates, Comprehensive Wealth Partners, Ameriprise Financial Services, STRS Ohio, and the Office of the Comptroller of the Currency. BEAM Wealth Advisors serves individuals—including high-net-worth clients—as well as pension plans, trusts, estates, charities, and businesses. The firm offers comprehensive financial planning, investment management, and retirement plan consulting, employing asset allocation and diversification strategies grounded in Modern and Post-Modern Portfolio Theory.

Jacob Chockran is a financial advisor with Windsor Advisory Group, LLC in Columbus, OH. He holds a Series 65 designation and has three years of industry experience. He has been with Windsor Advisory Group since 2016. Windsor Advisory Group serves ultra-high net worth individuals and families, providing customized advisory services including portfolio management, financial planning, and family office functions. The firm offers a broad range of investment solutions across public and private markets and also manages pooled private investment vehicles, typically working with clients who have investable assets of $20 million or more.

Scott Rendle Jr. is a CFP® professional with 23 years of industry experience, currently serving at Waller Financial Planning Group, Inc. in Columbus, OH, where he has worked since 2008. He holds the Series 63 designation and is part of a team of 11 advisors at the firm. 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 uses a customized approach with investment policy statements and a mix of ETFs and mutual funds, managing accounts primarily on a discretionary basis with regular monitoring and client reporting.

Benjamin Hartings is a CFP® with seven years of industry experience, currently serving as an advisor at Trinity Financial Advisors LLC since 2018. He previously worked at SDG Reserve, Inc. and First Merchants Corporation. Hartings holds Series 63 and Series 65 licenses. Trinity Financial Advisors LLC is a fee-only, SEC-registered advisory firm managing approximately $580 million for about 200 individual and high-net-worth clients. The firm provides customized asset allocation and financial planning services, utilizing a range of investment strategies and platforms to meet client objectives.

Dennis Burgess is a CFP® with 41 years of experience in the financial industry. He has been with SWS Advisors, Inc. since 2016 and also maintains a tax-preparation practice during tax season. His background includes self-employment since 1998 and registration with Omni Financial Securities, Inc. 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 about 449 client relationships, offering discretionary portfolio management, written financial planning, and hourly or project-based advice tailored to each client’s Investment Policy Statement.

Joel Guth is a financial advisor with Gryphon Financial Partners in Columbus, OH, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Hightower Advisors and Hightower Securities, LLC. Guth also serves as President and Manager of several affiliated investment entities related to Gryphon Financial Partners. Gryphon Financial Partners provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporations. The firm employs an active, diversified “total portfolio” approach and manages affiliated private investment vehicles alongside third-party money managers.

Summer Anderson is a CFP® professional with nine years of experience at Summit Financial Strategies Inc in Columbus, OH. She has worked at Summit since 2015 and was previously affiliated with The Ohio State University from 2013 to 2017. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory, wealth management, standalone financial and tax planning, and discretionary portfolio management with a range of investment strategies and tools.

Dylon Woolwine is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 designation. He has been with the firm since 2026 and has prior experience at LPL Enterprise LLC and White Water Express. Peak Retirement Planning serves individual and high-net-worth clients by providing discretionary investment management, financial planning consulting, and related services. The firm offers tailored advice based on clients’ objectives, time horizon, and risk tolerance, and features an in-house CPA and an estate-planning software platform as part of its service model.

Theresa Le Chard is a CFP® with three years of industry experience, currently serving at The Joseph Group Capital Management. She previously worked at Edward Jones and has held various roles outside finance, including positions at Franciscan University, Olive Garden, and Hilton Hotels. The Joseph Group Capital Management provides discretionary investment management and financial planning to individuals, families, trusts, charities, and businesses, along with consulting for retirement plan sponsors. The firm’s investment process is strategy-driven and supported by weekly market analyses, with a focus on client communication and distinctive offerings such as its regionally concentrated “Home Grown” Stock Portfolio.

Annalisa Sporrong is a CFP® and holds a Series 65 license with seven years at Frazier Financial Advisors, LLC and two years with Private Client Services. She previously worked at Issac Wiles, LLC for 17 years. Frazier Financial Advisors, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing approximately $930 million in client assets. The firm offers discretionary and non-discretionary investment management alongside comprehensive financial planning, employing a range of investment strategies and providing integrated tax, estate, and philanthropy planning.

Ryan Leary is a CFP®-certified financial advisor with two years of industry experience, currently with TSG Advice Partners, LLC. His prior experience includes roles at Equitable Advisors, Cambly, Stonebridge Wealth Strategies, and AXA Advisors. TSG Advice Partners, LLC provides financial planning, consulting, and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs an institutional modeling system with ETF-centered portfolios and offers in-house tax preparation and bookkeeping services as part of its comprehensive advisory approach.

Jason Eliason is a CFP®, CFA®, and ChFC® with 23 years of industry experience. He has been with Waller Financial Planning Group, Inc. in Columbus, OH since 2008. Outside of his advisory role, he serves as a board member for the Stratford Ecological Center, a nonprofit focused on education and environmental initiatives. 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 team-based approach with advanced credentialed advisors and uses customized investment programs managed through the Charles Schwab institutional platform.

Roman Korolchuk is a CFP® professional with eight years at Summit Financial Strategies Inc and three years of industry experience. Prior to joining Summit, he worked at Ohio State Wexner Medical Center and The Ohio State University. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory, wealth management, standalone financial and tax planning, and a discretionary program for smaller accounts, operating as a fee-only fiduciary with a focus on long-term portfolio strategies alongside flexible investment options.

Sarah Schwieterman is a CFP® professional with three years of industry experience, currently serving at Peak Retirement Planning, Inc. in Columbus, OH. Her prior experience includes roles at Avantax Advisory Services, Moorman, Harting Financial Services, and Anderson Financial Strategies. She serves as a board member of the Financial Planning Association of Southwest Ohio, where she organizes educational events for financial professionals. Peak Retirement Planning serves individual and high-net-worth clients with discretionary investment management, financial planning consulting, and related services. The firm offers in-house CPA support and estate planning assistance, tailoring strategies to clients’ objectives and reviewing accounts quarterly.

Robert Faulkner is a financial advisor at WealthBridge Capital Management, LLC with 24 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he is a member of Northstar Studio LLC, an all-star cheerleading organization. WealthBridge Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management and financial planning. The firm emphasizes long-term, tax-aware portfolios primarily using low-cost ETFs and mutual funds, combining fundamental and technical analysis with discretionary oversight.

Isaac Miller is a Series 65-licensed advisor at Solyco Wealth LLC with three years of industry experience. He previously worked at Evolution Financial Group, Mass Mutual, and The Lake Club. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and financial planning. The firm uses a combination of low-cost mutual funds, ETFs, individual securities, and alternative investments, employing both fundamental and technical analysis with a generally long-term investment focus.

Christopher Brubaker is a financial advisor with Swisher Financial Concepts, Inc. in Westerville, Ohio, holding a Series 66 designation and three years of industry experience. He previously worked at Cambridge Investment Research and Roger D Fields Associates. Outside of his advisory work, he serves as a golf caddy at local country clubs. Swisher Financial Concepts serves individuals, including high-net-worth clients, as well as pensions, trusts, estates, and charitable organizations. The firm provides fee-based financial planning, investment management, and pension consulting, employing client-specific investment policies and a blend of fundamental and technical analysis.

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.

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.