Kurt Hildebrand is a financial advisor with Capital City Asset Management Group, LLC and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including roles at Kestra Advisory, Kestra Investment Services, and Capital City Partners, as well as operating his own firm, Hildebrand Financial Group, since 2006. Outside of advisory work, he is involved in selling insurance products and college planning services through The Hildebrand Financial, LLC, and operates a pro-shop for a YMCA martial arts program. Capital City Asset Management Group, LLC provides discretionary asset management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs customized portfolio strategies tailored to client-specific factors and utilizes a range of investment approaches including contrarian and tactical asset allocation.

Erik Roemer is a CFP® with over 32 years of experience in the financial services industry. He has worked at Gerber, LLC since 2000 and previously at Purshe Kaplan Sterling Investments. Roemer holds Series 63 and Series 65 licenses and serves as Chief Compliance Officer at Gerber, overseeing client service, financial planning, staff management, and regulatory compliance. Gerber, LLC serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, focusing on growth-oriented, first-generation entrepreneurs. The firm offers discretionary investment management and comprehensive wealth services, using a long-term, diversified investment approach that includes mutual funds, ETFs, alternative investments, and derivatives, supported by independent managers and an outsourced CIO.

Brett Vandervort is a financial advisor at Swisher Financial Concepts, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at Swisher Financial Concepts in two separate periods totaling 12 years, as well as at THE O.N. Equity Sales Company for three years. Swisher Financial Concepts serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing fee-based financial planning, individualized investment management, and pension consulting. The firm employs a combination of fundamental and technical analysis to develop client-specific investment policies and offers additional services including tax preparation and small-business management consulting.

Jordan Lindh is a financial advisor at Columbus Investment Advisory Inc. with two years of industry experience. He holds a Series 65 designation and has worked previously at Nationwide Investment Services Corporation. Columbus Investment Advisory provides discretionary portfolio management and limited financial consulting primarily to high-net-worth individuals, families, trusts, IRAs, and charitable foundations. The firm employs a proprietary fundamental research process focused on undervalued stocks and investment-grade bonds, managing approximately $405 million in client assets across about 95 client relationships.

Ryan Watt is a financial advisor at Arena Private Wealth with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and 66 licenses. His prior work includes roles at Fifth Third Securities and Mutual Securities. Watt serves on the Board of Directors for the Juvenile Diabetes Research Foundation in Southern and Central Ohio. Arena Private Wealth provides financial planning and portfolio management to individuals and high-net-worth clients, with services that include manager selection, customized strategies, and a covered-call strategy for concentrated equity positions. The firm uses a combination of fundamental, technical, and modern portfolio approaches and acts as a fund sponsor and general partner through affiliated entities.

James Lindner is a CFP® and ChFC® with 32 years of industry experience, currently serving at Retirement Strategies, Ltd. He has held roles at Private Client Services and Purshe Kaplan Sterling Investments, among others. Outside of advising, Lindner is the founder and president of Capital City Young Aviators, a nonprofit that mentors at-risk youth through aviation programs, and he also serves as president and co-founder of the Central Ohio Professional Education Council, which provides free financial education workshops. Retirement Strategies, Ltd. provides comprehensive financial planning, portfolio management, and consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes tailored investment strategies using ETFs, mutual funds, stocks, and bonds, supplemented by newsletters, educational seminars, and client-facing planning software.

Matthew Schaefer is a financial advisor at Golden Reserve Retirement, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at The Superlative Group for seven years. In addition to his advisory role, Schaefer is a licensed insurance agent involved in commissionable insurance sales and retirement planning through an affiliated entity. 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, distinguishing itself with formal affiliations and a specific custodian requirement.

Christopher Schumacher is a CFP® with 20 years of industry experience. He has worked at TSG Advice Partners, LLC since 2019 and previously spent 13 years at Ameriprise Financial Services, Inc. in Columbus, OH. TSG Advice Partners, LLC 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 primarily using ETF-centered model portfolios with a long-term orientation, and also offers in-house tax preparation and bookkeeping services.

Nicholas Leeper is an advisor at Retirement Strategies, Ltd. in Dublin, OH, holding Series 65 and Series 66 credentials. He has experience working at Baker Hughes and managing Leeper Farms alongside his advisory role. Retirement Strategies, Ltd. serves individuals, including high-net-worth clients, and retirement plan sponsors, providing portfolio management, financial planning, and consulting services. The firm incorporates both fundamental and technical analysis in its investment approach and offers employee-focused educational seminars.

Kristen Nicholson is a financial advisor at Gryphon Financial Partners with a Series 65 designation and two years of industry experience. Before joining Gryphon, she worked at PNC Bank for seven years. Gryphon Financial Partners serves individual clients, retirement plans, trusts, estates, corporations, and other business entities with investment advisory and financial planning services. The firm employs an active, diversified approach focusing on family business sales and exits, succession and legacy planning, and offers a range of portfolio management, consulting, tax, estate planning, and family office services.

Michael Solik is a CFP® professional with eight years of experience in the financial services industry. He is affiliated with Gryphon Financial Partners and has held roles there since 2017, including serving as a member of Gryphon Normandy Manager, LLC since 2019. Gryphon Financial Partners provides investment advisory and financial planning services to a range of clients, including individuals, retirement plans, trusts, estates, and corporations. The firm focuses on family business sales, succession and legacy planning, and delivers portfolio management, investment consulting, tax and estate planning, and family office services using an active, diversified investment approach.

Jacob Martin is a CFP® with eight years of industry experience. He has worked at The Joseph Group from 2013 to 2025 and subsequently at NorthAvenue Financial Advocates before joining Keeler & Nadler Family Wealth, LLC in 2025. 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 broad range of analysis methods and incorporates tools such as margin, leverage, and derivatives in client strategies.

Shane Swearingen is a financial advisor with Truvestments Capital LLC, holding a Series 65 credential and seven years of industry experience. He has worked at Truvestments Capital since 2018 and is also a partner and owner of Shane & Shane Financial, where he is involved in non-variable insurance sales. Truvestments Capital LLC serves a diverse client base including individuals, trusts, estates, and private funds, offering discretionary and non-discretionary asset management, financial planning, and sub-advisory services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios aligned with client goals and risk tolerances, and is notable for managing a private investment vehicle focused on long-term Bitcoin holdings.

Jessica Simmons is a CFP® with 14 years of industry experience, currently serving as a wealth advisor at TCP Asset Management, LLC. She has held prior roles at Ameriprise Financial Services and Aurora Wealth Advisors. Simmons also provides consulting services as a Certified Divorce Financial Analyst through BlackBird Divorce Solutions. TCP Asset Management, LLC advises individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management and financial planning, utilizing both fundamental and technical analysis with a long-term trading approach.

Anna Christine is a financial advisor with Golden Reserve Retirement, LLC, holding a Series 65 credential and two years of industry experience. She is also a partner and owner of AlerStallings, LLC, where she is involved in estate planning legal work. 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 tailored to client goals. The firm offers discretionary management and integrates estate-planning and tax-preparation services through affiliated entities.

Clayton Kreuz is a financial advisor at Golden Reserve Retirement, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Summit Financial. Outside of advisory services, he is a licensed insurance agent affiliated with Golden Reserve, LLC, involved in recommending, selling, and servicing insurance products and fixed annuities. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, emphasizing long-term, low-cost investing based on modern portfolio theory. The firm offers discretionary management and integrates estate-planning and tax-preparation services through affiliated entities.

Katherine Kincaid is a CFP® professional with 20 years of experience in financial advising. She has been with Waller Financial Planning Group, Inc. in Columbus, OH since 2008. 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 team-based approach to build customized investment programs, combining fundamental and technical analysis with regular client communications and educational materials.

James Hamilton is a financial advisor with PDS Planning Inc in Dublin, Ohio, holding 26 years of industry experience. He has been with PDS Planning since 1993 and Royal Alliance Associates, Inc. since 1994. 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 provides comprehensive financial planning and investment advisory services with a planning-driven approach, including retirement-plan consulting, executive compensation, business succession planning, and estate coordination.

Taylor England is a CFP® professional with one year of experience at Consolidated Financial. He has held roles at Beverage Marketing Group, LLC, and serves as a Staff Sergeant in the Ohio Army National Guard. Outside of finance, he works part-time in beverage marketing and military coordination. Consolidated Financial Management Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management, financial planning, consulting, and pension plan services, constructing portfolios using equities, ETFs, bonds, and mutual funds.

Joshua Shaffer is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Trinity Financial Advisors LLC. He has worked at multiple firms, including BXE Capital and Whitney Peak Capital, before joining Trinity. Trinity Financial Advisors LLC is a team-based firm serving individuals, high-net-worth clients, and businesses with customized portfolio management and financial planning. The firm manages approximately $670 million across over 200 client relationships, utilizing platforms such as eMoney and Addepar for portfolio monitoring and reporting.