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.

Jonathon Eesley is a financial advisor at Windsor Advisory Group, LLC in Columbus, Ohio, holding a Series 66 designation with 15 years of industry experience. He has been with Windsor Advisory Group since 2012. Outside of his advisory role, he serves as a director on the board of Highlights for Children, Inc., an educational media nonprofit. Windsor Advisory Group provides family office and wealth advisory services primarily to high net worth individuals, families, and family offices, offering comprehensive financial planning and portfolio management across public and private markets. The firm emphasizes individualized investment plans, manager due diligence, and discretionary management, and also manages proprietary pooled private investment vehicles.

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.

David Lien is a financial advisor at Meeder Advisory Services, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, CrowdStreet Capital, Emerson Equity, and Altegris Investments. 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 model construction to allocate across asset classes and offers tax-aware, age- or risk-based model solutions, often acting as a discretionary manager while serving as a strategist or model provider in non-discretionary programs.

John Dosen is a financial advisor with Columbus Investment Advisory Inc. holding a Series 65 credential and three years of industry experience. His prior work includes a role at PriceWaterhouseCoopers in 2021 and various positions outside finance, such as with Morel Landscaping LLC and Ohio State’s McCorkle Aquatic Pavilion. Columbus Investment Advisory, Inc. provides discretionary portfolio management primarily for individuals and families, including high-net-worth clients and charitable foundations. The firm’s investment approach relies on proprietary fundamental research and emphasizes individual bonds over bond funds, with portfolios typically holding 30–40 stocks selected based on valuation and balance-sheet criteria.

Craig Constantinovich is a CFP® professional with nine years of experience in financial advising. He has been with John E. Sestina and Company since 2013. The firm serves individual and high-net-worth clients, offering comprehensive financial planning, portfolio management, and retirement plan consulting through a multi-advisor team. Their investment approach is based on modern portfolio theory and a diversified, long-term strategy, incorporating mutual funds, ETFs, and alternative asset classes when appropriate.

Andrew Roseberry is a financial advisor with Consolidated Financial in Dublin, OH, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Consolidated Financial since 1998. In addition to his advisory role, he is an independent insurance agent specializing in property and casualty insurance. Consolidated Financial Management Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management, financial planning, consulting, and pension/401(k) plan services, constructing portfolios from a range of securities and offering both discretionary and non-discretionary management.

Samantha Macchia is a CFP® and ChFC® with 25 years of experience in financial advising. She has been with Summit Financial Strategies, Inc. since 1996. Based in Columbus, OH, she currently serves as an advisor at Summit Financial Strategies Inc. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm operates as a fee-only adviser offering investment advisory, wealth management, standalone financial and tax planning, and a discretionary program for smaller accounts, utilizing both long-term and shorter-term investment strategies.

Jonathan Yarger is a financial advisor with Yarger Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to founding his current firm in 2020, he worked at Raymond James Financial and Raymond James Financial Services for over a decade. Outside of his advisory role, he is involved in real estate investment and management through entities such as JY Capital, LLC and CheeLIe LLC. Yarger Wealth Strategies is an SEC-registered firm providing discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm constructs customized portfolios primarily using ETFs, mutual funds, individual equities and bonds, and incorporates alternative investments as appropriate, with an emphasis on fundamental analysis and a primarily long-term investment horizon.

Alvin Asiamah is a financial advisor at TSG Advice Partners, LLC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at SG Capital LLC and Ameriprise Financial Services, Inc. since 2010. 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’s investment approach uses an institutional modeling system with ETF-centered model portfolios and incorporates tax preparation and bookkeeping services as part of its offerings.

Todd White is a financial advisor at Golden Reserve Retirement, LLC in Knoxville, TN, holding a Series 65 license with eight years of industry experience. He has been with Golden Reserve Retirement since 2017, following a year at James Hardie Building Products. Outside of his advisory role, he is a licensed insurance agent affiliated with Golden Reserve, LLC, where he recommends and sells 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, predominantly passive investing aligned with clients’ goals. The firm integrates estate planning and tax-preparation services through affiliated entities and utilizes a subadvisor for certain investment strategies.

Greg Grabovac is a financial advisor at G2 Capital Management, LLC with 11 years of industry experience. He has worked at G2 Capital Management since 2017 and previously held positions at Wealthstone Equities, Inc. and WealthStone, Inc. He serves on the board of a nonprofit organization. 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 low-cost mutual funds and ETFs, supplemented by individual securities as needed, and offers private capital market investments and family-office advisory services.

Michael Scherer is a Certified Financial Planner (CFP®) with 14 years of industry experience. He has been with Summit Financial Strategies, Inc. since 2015. Summit Financial Strategies serves individual clients, including high-net-worth households, as well as trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory, wealth management, financial and tax planning, and a discretionary program for smaller relationships, operating as a fee-only adviser with a fiduciary oath and a focus on long-term investment strategies.

Dustin Knoedler is a financial advisor at Golden Reserve Retirement, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including MWA Financial Services Inc, Modern Woodmen of America, OneAmerica Securities, American United Life, and Kemper. Outside of advising, he is a part owner of American Energy Choice LLC, a business involved in electricity and natural gas supply. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, focusing on long-term, predominantly passive investing guided by modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities and distinguishes itself with formal affiliations to a law firm and a tax affiliate integrated into its advisory offerings.

Charles Saunders is a financial advisor at Gryphon Financial Partners with one year of industry experience. Prior to joining Gryphon in 2024, he worked with the Carolina Panthers from 2021 to 2023. He holds a Series 65 designation. Saunders is a minority owner of Donatos Pizza, a food service business. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm serves both high-net-worth and non-HNW clients with a “total portfolio” approach that is active and diversified, combining discretionary management, consulting, and private fund advisory services.