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 the Series 65 and Series 66 licenses and has previously worked at Kiplinger Wealth Advisors, Securities America Inc., and Merrill. Outside of finance, he owns a laundromat business, The Laundry Spot LLC, which he manages without day-to-day involvement. Balance Wealth Partners serves individual and high-net-worth clients, as well as defined contribution and defined benefit plans, offering discretionary investment management, financial planning, and pension consulting. The firm employs diversified, risk-based portfolios and utilizes fundamental analysis, modern portfolio theory, and quantitative methods across multiple offices.

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.

Michael Drummond is a financial advisor with Invest Capital Partners in Columbus, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining Invest Capital Partners in 2020, he worked at Raymond James & Associates and Kinross Search Partners, Inc. Invest Capital Partners serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, providing both discretionary and non-discretionary portfolio management along with stand-alone financial planning. The firm combines portfolio management with comprehensive financial planning, employing methods such as modern portfolio theory and fundamental and technical analysis to tailor investment strategies.

Christopher Brewster is a CFP®-certified financial advisor at GGM Financial LLC in Columbus, OH, with 14 years of industry experience. His prior roles include positions at Robert Baird & Co., Morgan Stanley, and Citigroup Global Markets. GGM Financial, LLC provides wealth management, asset management, financial planning, and retirement consulting services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs discretionary, goal-based investment strategies tailored to client objectives and risk tolerance, combining modern portfolio theory with fundamental, quantitative, technical, and cyclical analysis.

Catherine Cory is a financial advisor with Gryphon Financial Partners in Columbus, OH, holding Series 63 and Series 65 licenses and having 31 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments and Hightower Advisors. She serves as a member or manager of several affiliated investment entities related to Gryphon, all of which represent less than five percent of her professional time. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities, serving both non-high-net-worth and high-net-worth clients. The firm uses an active, diversified approach with tailored model portfolios and is also involved in managing affiliated private investment vehicles and family business services.

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 63 and Series 65 licenses and has two years of industry experience. Prior to joining Parallel Equity Advisors, she held roles with Fortune Financial Services, Inc. and Symphony Partners, where she is also a registered representative and insurance agent. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm delivers investment management primarily on a non-discretionary basis, incorporating fundamental and technical analysis to align recommendations with each client’s objectives and risk tolerance.

Brianne Cronenwett is a CFP® and holds a Series 65 license with eight years of industry experience. She has been with Hamilton Capital since 2018, including its predecessor entity, and is currently based in Columbus, OH. Prior to joining Hamilton Capital, her work history includes roles at Lance Hoccutt Financial and brief employment at Chick-fil-A Willowbrook. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, and institutional accounts such as foundations and endowments. The firm employs a top-down, macroeconomic-driven investment approach and manages diversified portfolios through various vehicles, including mutual funds, ETFs, and alternative investments, while also sponsoring affiliated private investment funds.

Matthew Backiewicz is a financial advisor at Hamilton Capital with two years of industry experience. He holds a Series 65 credential and previously worked at Ephatha Group and Dawson. Outside of his advisory role, he is the founder and CEO of Ephatha Group, a sales consulting business. Hamilton Capital provides wealth and investment management to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and endowments. The firm employs a top-down, macroeconomic-driven investment process and offers diversified portfolio solutions, including private funds and ESG options upon client request.

Carson Cooke is a CFP® with four years of industry experience, currently serving at Everhart Advisors since 2020. Prior to joining Everhart, he worked at JP Morgan in 2019. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities. The firm employs a long-term, buy-and-hold investment approach, uses model portfolios, and may allocate assets to third-party sub-advisers, offering services that include portfolio management, participant education, and coordinated tax and accounting support.

Brendan Pittman is a financial advisor at Hamilton Capital in Columbus, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Hamilton Capital, he worked at FastTrac Marketing Group and Ameriprise Financial, and he also has a background in higher education at The University of Akron. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and retirement plans. The firm employs a top-down, macroeconomic-driven investment process to construct diversified portfolios across a broad range of asset classes and investment vehicles.

John Chess is a financial advisor at Concorde Asset Management, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked with firms including Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of advisory roles, he is president of Realty Invest, a real estate brokerage based in Columbus, OH. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm employs model-based strategies and acts as an overlay manager, tailoring portfolios according to client objectives and risk tolerances.

Peter Geldis is a CFP® professional with 19 years of experience, currently serving as an advisor at Hamilton Capital. He has been with Hamilton Capital Management Inc since 2015. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, and institutional accounts such as foundations and endowments. The firm employs a top-down, macroeconomic-driven investment process to construct diversified portfolios and manages both pooled investment vehicles and private investment funds.

Robert Hamilton is a CFP® and Series 65-licensed advisor with eight years of industry experience. He has been with Hamilton Capital since 2018, initially at Hamilton Capital Management, Inc., and continuing at Hamilton Capital, LLC since 2021. Hamilton Capital provides wealth and investment management to individuals, including high-net-worth clients, as well as institutional accounts such as foundations, endowments, and retirement plans. The firm employs a top-down, macroeconomic-driven investment approach and manages a variety of investment vehicles, including pooled funds and private investment funds.

Zachary Weimann is a financial advisor with The AmeriFlex Group, based in Columbus, OH, holding seven years of industry experience. His work history includes roles at Cambridge Investment Research, OSAIC, SagePoint Financial, Principal Securities, and Principal Life Insurance. He is currently affiliated with both The AmeriFlex Group and RS Advisors. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm employs multiple program platforms and offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of advisory affiliates.

Steven Vonschriltz is a financial advisor with ValMark Advisers, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining ValMark Advisers in 2022, he spent 16 years at Lincoln Financial Advisors. Outside of his advisory work, he serves as an assistant swim coach at the Upper Arlington Swim Club in Ohio. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios with a focus on multi-asset allocation using mutual funds, ETFs, and approved third-party managers.

Andrew Pfeiffer is a CFP® and Series 65 licensed advisor with Everhart Advisors, based in Dublin, OH, and has four years of industry experience. Prior to joining Everhart Advisors, he worked at Muirfield Village Golf Club for seven years. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, often acting as an ERISA fiduciary. The firm employs a long-term, buy-and-hold investment philosophy, utilizing model portfolios and third-party sub-advisers, and offers a range of services including financial planning, participant education, and in-house tax and bookkeeping support.