Emily Wilcher is a CFP® professional with nine years of industry experience. She is currently with Frazier Financial Advisors, LLC and has previously worked at Private Client Services, Triad Advisors, Mid Atlantic Capital Corporation, and Everhart Advisors. In addition to her advisory role, she is involved in tax preparation services through Frazier Financial Advisors. Frazier Financial Advisors, LLC serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, managing approximately $930 million in assets across 16 advisors. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and fiduciary services, using a variety of investment strategies and integrating tax, estate, and philanthropy planning.

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 with Meyers Wealth Management, LLC in Columbus, OH, holding a Series 66 designation and 12 years of industry experience. He has worked at Meyers Wealth Management since 2018 and previously spent nine years at Wells Fargo Advisors, LLC, followed by two years at Wells Fargo Clearing. 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 employs a range of investment strategies, manages approximately $1.61 billion in assets, and offers educational seminars and pension consulting as part of its client services.

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® 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.

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 CFA® charterholder with 11 years of industry experience. He is a financial advisor with TCP Asset Management, LLC and has held roles at firms including JPMorgan Chase and The Prudential Insurance Company of America. Outside of his advisory work, he serves as a board member for the Columbus Recreation and Parks Foundation. TCP Asset Management, LLC offers portfolio management, financial planning, and pension consulting services to individuals and pension plans, using a combination of fundamental and technical analysis with a long-term trading approach. The firm operates a fixed-income SMA strategy and employs model portfolios and sub-advised strategies delivered through third-party platforms.

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.

Christian Hertl is a CFP® professional with 21 years of industry experience, currently serving at ANTOLINO Wealth Advisors in Columbus, OH. He has held roles at AA Financial Advisors, LLC and Kestra Investment Services, LLC for over a decade. Hertl is also involved with Finances Simplified, a tax and accounting service, where he holds a minority interest. ANTOLINO Wealth Advisors provides financial planning and investment management to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses a multi-dimensional asset allocation approach and offers structured planning and portfolio management services through its proprietary UltraVision System® and UltraVision Club™ membership tiers.

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 in Columbus, OH, holding a Series 66 designation and six years of industry experience. She previously worked at Thrivent Financial and Thrivent Investment Management Inc from 2019 to 2022. Outside of her advisory role, she manages a real estate property management business. Trinity Financial Advisors LLC serves individuals and high-net-worth clients, providing customized portfolio management and business financial planning. The firm employs a team approach to managing approximately $670 million across over 200 client relationships, utilizing tools like eMoney and Addepar for 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.

Kathryn Wilson is a financial advisor at Gerber, LLC in Columbus, OH, holding a Series 66 designation with 11 years of industry experience. Her career includes roles at J.P. Morgan Securities, Ameriprise, Clear Course Wealth Advisors, and Raymond James Financial Services. She is part of a two-advisor team at Gerber, LLC. Gerber, LLC serves growth-oriented, first-generation entrepreneurs and provides wealth management, discretionary investment management, entrepreneurial planning, and retirement plan advisory services. The firm employs a primarily long-term investment approach that incorporates fundamental, technical, behavioral, and charting analyses, using diversified portfolios that may include mutual funds, ETFs, individual securities, and alternative strategies tailored to client objectives.