Kevin Kruse is a financial advisor at Meeder Advisory Services, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Summit Financial Strategies from 2017 to 2024. Meeder Advisory Services, Inc. provides portfolio management, strategist/sub-advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients through separately managed accounts, model portfolios, and Meeder Investment Portfolios. The firm uses proprietary quantitative methodologies and offers tax-aware and personalized model solutions, often acting as a discretionary manager while serving as a strategist or model provider in non-discretionary programs.

Austin Altenburg is a financial advisor with Gryphon Financial Partners in Columbus, OH, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch Pierce, Fenner & Smith. He also engages in insurance sales, providing various insurance products to clients. Gryphon Financial Partners offers 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 and provides both discretionary investment management and consulting, with specialties in family business sales, retirement and legacy planning, and family office services.

Todd Walter is a CFP® and Series 65-registered advisor with The Joseph Group Capital Management in Columbus, OH, where he has worked since 2009. He has 21 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 process involves aligning client goals with named strategies and includes a weekly Investment Team Market Health Analysis to guide portfolio decisions.

Christopher Bartkowski is a financial advisor at Summit Financial Strategies Inc. He holds the CFP®, CFA®, and Series 65 credentials and has five years of industry experience. His prior roles include positions at Corient, Budros, Ruhlin & Roe, Squire Patton Boggs, and Bloomberg BNA. Summit Financial Strategies serves individuals across wealth levels, as well as business entities, trusts, estates, and charitable organizations, offering a range of advisory and planning services. The firm constructs diversified portfolios using multiple asset classes and employs third-party technology platforms to enhance portfolio management, including tax-efficient strategies and managed held-away account services.

John Forloine is a CFP® and Series 66 registered advisor with 15 years of industry experience. He is currently with Golden Reserve Retirement, LLC and has previously worked at firms including The Pension Group, McCarthy & Cox Retirement & Estate Planning Specialists, Commonwealth Financial Network, Nationwide Securities, and Merrill Lynch. In addition to his advisory role, he is a licensed insurance agent involved in commissionable insurance sales through an affiliated entity. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, emphasizing modern portfolio theory and long-term, low-cost investing. The firm integrates estate-planning and tax-preparation services through affiliated entities and employs discretionary management with a focus on tailored investment strategies.

Philip Kessler is a financial advisor at SWS Partners, LLC in Columbus, Ohio, holding a Series 66 designation with 17 years of industry experience. He has been with SWS Partners since 2015. SWS Partners manages approximately $442.6 million in assets with a five-person advisory team, providing discretionary investment management, financial planning, OCIO, and multi-family office services to a diverse client base including high-net-worth individuals, family offices, pension plans, and charitable organizations. The firm employs a blended investment approach combining passive asset-class exposures with research-driven active selection and offers proprietary model portfolios, wrap-fee programs, and access to alternative investments.

Isao Shoji is a CFP® with 19 years of industry experience, currently serving as a financial advisor at TSG Advice Partners, LLC since 2019. Prior to joining TSG, he worked at Ameriprise Financial Services, Inc. for 13 years. Outside of advising, he is involved in business operations as a member of SG Capital LLC. 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 uses an institutional modeling system focused on ETF-centered portfolios with a long-term orientation and offers in-house tax preparation and bookkeeping services.

Mikhail Poltyrev is a CFP® and ChFC® with 16 years of industry experience, currently serving as a financial advisor at GGM Financial LLC. He previously worked at JPMorgan Securities LLC for six years and has co-owned a private eBay sales business, BAM Distributing, since 2016. GGM Financial, LLC provides wealth management, financial planning, and retirement plan consulting to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs discretionary, goal-based investment programs tailored to client objectives and risk tolerance, using various analytical methods and ongoing portfolio monitoring.

Robert Ostrander is a CFP® professional with 44 years of experience in the financial services industry. He is affiliated with SWS Advisors, Inc., where he has worked since 2008. Ostrander serves on the boards of multiple nonprofit organizations, including America Freedom Project and Floodgate Vision, and is president of Centerpoint Stewardship, Inc., a holistic planning organization for individuals and families. 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 project-based advice tailored to client needs.

Carter Gerlach is a CFP® professional with 10 years of industry experience, currently serving at Windsor Advisory Group, LLC since 2019. Prior to joining Windsor, he worked at The Columbus Foundation from 2016 to 2019. Windsor Advisory Group serves ultra-high net worth individuals and families, offering customized financial planning and discretionary portfolio management. The firm also provides family office and personal CFO services, with an investment approach that includes both public and private markets and a distinctive capability to manage pooled private investment vehicles.

Benjamin Skinner is a CFP® with 10 years of industry experience, currently serving at Summit Financial Strategies Inc since 2016. He is based in Columbus, OH, and works within a team of 20 advisors at the firm. Summit Financial Strategies serves individuals—including both non-high-net-worth and high-net-worth clients—along with business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary investment advisory services, bundled wealth management, financial planning, tax planning, and retirement plan services, emphasizing diversified portfolios and fee-only fiduciary standards.

Callie Jacoby is a CFP® at Gryphon Financial Partners with three years of industry experience. She previously worked at PNC Bank NA for 26 years before joining Gryphon. Gryphon Financial Partners offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm serves both non-high-net-worth and high-net-worth clients, focusing on family business sales and exits, succession and legacy planning, and provides discretionary and non-discretionary portfolio management, investment consulting, tax and estate planning, and family office services.

Kris Herminghuysen is a financial advisor at Columbus Investment Advisory Inc. with a Series 65 credential and four years of industry experience. He has been with Columbus Investment Advisory since 2018 and was self-employed for ten years prior. 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 approach focused on undervalued stocks and investment-grade bonds, managing a relatively small client base with an emphasis on independence and specific operational practices.

Theodore Winders is a CFP® and CFA® with 15 years of experience in financial advisory. He is currently with Yarger Wealth Strategies, LLC, joining the firm in 2023 after seven years at J.P. Morgan Institutional Investments Inc. Yarger Wealth Strategies is an SEC-registered advisory firm serving high-net-worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary wealth management, financial planning, and retirement-plan advisory services, utilizing a customized investment approach that includes ETFs, mutual funds, equities, bonds, and alternative investments.

Branda Allen is a financial advisor with TCP Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at firms including United Planners Financial Services of America and Trendency Capital Partners. Outside of advisory work, she owns and operates Wanderlust Adventures & Events LLC, a venture focused on real estate activities. TCP Asset Management, LLC offers portfolio management, financial planning, pension consulting, and annuity management services to individuals, including high-net-worth clients, and pension/profit-sharing plans. The firm employs a combination of fundamental and technical analysis with a long-term trading approach and uses model portfolios and sub-advised strategies through third-party platforms.

Omar Ganoom is a financial advisor with SB Advisory, LLC in Columbus, OH, holding a Series 63 designation and 29 years of industry experience. His prior roles include positions at San Blas Securities LLC, Central States Capital Markets, Caldwell Sutter Capital, Inc., and Boenning & Scattergood. Outside of his advisory work, he is the managing member of a real estate ownership entity. SB Advisory, LLC is a multi-team firm managing over $1 billion for individuals, businesses, and retirement plans. The firm primarily provides non-discretionary investment advice using a combination of mutual funds, ETFs, individual equities, and outside managers, employing fundamental, technical, and qualitative analysis.

Laurie Licata is a CFP® professional with seven years of industry experience, currently serving as part of the team at PDS Planning Inc in Dublin, OH. She has been with PDS Planning since 2008, totaling 18 years at the firm. PDS Planning Inc is a fee-only registered investment adviser that offers financial planning and portfolio management to individuals, business entities, pension plans, and charitable organizations. The firm manages approximately $2.17 billion across about 600 clients and employs a fixed-fee structure for its advisory services, providing customized financial plans and investment strategies that include ETFs, mutual funds, separate accounts, and direct equities and fixed income.

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.