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 CFP® professional with 20 years of industry experience, currently serving at Arena Private Wealth. His prior roles include positions at Objective Capital Management, Mutual Securities, Fifth Third Securities, Fifth Third Bank, and Ameriprise. He is a board member of the Juvenile Diabetes Research Foundation’s Southern and Central Ohio Chapter. Arena Private Wealth provides financial planning and portfolio management services to individuals and high-net-worth clients, offering personalized strategies including covered-call approaches for concentrated equity positions. The firm employs a combination of fundamental, technical, and modern portfolio methods and sponsors proprietary investment funds with performance-based fees.

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 six years of industry experience. He holds a Series 65 designation and previously worked at The Superlative Group from 2013 to 2020. Outside of advisory services, he holds a licensed insurance agent role, recommending and selling commissionable insurance products through Golden Reserve, LLC. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification with an emphasis on passive, low-cost investments. The firm integrates estate-planning and tax services as part of its fixed annual fee structure.

Christopher Schumacher is a CFP®-designated financial advisor with 21 years of industry experience. He is currently with Asendo Wealth Advisory and previously worked at Ameriprise Financial Services, Inc. for 13 years. Outside of his advisory role, he is involved in the management of an investment-related real estate entity. Asendo Wealth Advisory serves individuals, profit-sharing plans, trusts, estates, charitable organizations, and business entities with financial planning, consulting, and wealth management services. The firm employs an institutional modeling system focused on ETF-centric portfolios and incorporates strategies such as options, alternative investments, and third-party managers when suitable for clients.

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 affiliated with Gryphon Financial Partners in Columbus, OH, with nine years of industry experience. He has been associated with Gryphon Financial Partners since 2017 and also serves as a member of Gryphon Normandy Manager, LLC. Gryphon Financial Partners provides investment advisory and financial planning to a diverse client base, including individuals, retirement plans, trusts, estates, corporations, and business entities. The firm offers services such as family business sales and succession planning, discretionary and non-discretionary portfolio management, and family office services, employing an active, diversified investment approach tailored to client objectives.

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 at Truvestments Capital LLC with eight years of industry experience. He holds a Series 65 designation and has been with Truvestments since 2018. In addition to his role at Truvestments, he is a partner and owner of Shane & Shane Financial, where he is involved in non-variable insurance sales including health, dental, vision, and disability coverage. Truvestments Capital serves individuals, high-net-worth individuals, trusts, estates, and retirement plans by providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm creates customized, primarily long-term portfolios emphasizing low-cost mutual funds and ETFs, and acts as the investment manager for a private Bitcoin fund.

Jessica Simmons is a CFP® and Series 66 license holder with 14 years of industry experience. She is currently a wealth advisor at TCP Asset Management, LLC and also serves as a certified divorce financial analyst with BlackBird Divorce Solutions. Simmons previously worked at Ameriprise Financial Services, Inc. for 12 years. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing portfolio management, financial planning, pension consulting, and estate-planning referrals through a digital platform. The firm manages accounts on a discretionary basis with tailored allocations and operates a multi-office team managing over $1 billion in client assets.

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 two years of industry experience. He holds a Series 65 designation and has previously worked at Summit Financial and The Ohio State University. In addition to his advisory role, he is a licensed insurance agent affiliated with Golden Reserve, LLC, where he is involved in the recommendation, sale, and service of insurance products and fixed annuities. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification using a modern portfolio theory approach. The firm integrates affiliated legal and tax services within its negotiated fixed annual fee structure.

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. He is currently with Trinity Financial Advisors LLC in Columbus, OH, joining the firm in 2026 after five years at BXE Capital and prior roles at Whitney Peak Capital, Hamilton Capital Management, Halite Partners, and Morgan Stanley. Trinity Financial Advisors LLC serves individuals and high-net-worth clients, as well as business entities, providing customized portfolios and financial planning through a team of six advisors managing approximately $670 million. The firm offers ongoing portfolio monitoring, uses platforms like eMoney and Addepar, and provides business advisory engagements alongside traditional wealth management services.

Jonathon Eesley is a financial advisor at Windsor Advisory Group, LLC in Columbus, OH, holding a Series 66 designation with 16 years of industry experience. He has worked at Windsor Advisory Group since 2012 and previously spent six years at AllianceBernstein L.P. Outside of his advisory role, Jonathon serves as a director on the board of Highlights for Children, Inc., an educational media organization. Windsor Advisory Group provides advisory services to ultra-high net worth individuals and families, as well as their related entities, offering tailored portfolio management, financial planning, and family office services. The firm’s investment approach includes a customized Cash Flow/Investment Plan implemented across public and private markets, with an emphasis on manager selection and ongoing due diligence.

Brian Sutliff is a CFP® and ChFC® with 25 years of experience in financial advising. He has been with Summit Financial Strategies, Inc. since 2005. In addition to his advisory role, he lectures undergraduate financial planning classes at The Ohio State University. Summit Financial Strategies serves individual clients, trusts, estates, charitable organizations, and retirement plans, offering investment advisory, wealth management, and financial and tax planning services. The firm operates as a fee-only advisor with a fiduciary oath and employs both discretionary and non-discretionary portfolio management using a variety of investment vehicles and strategies.