Mark Fleming is a CFA® charterholder and Series 63 licensee with two years of experience in financial advising. He is currently with Gryphon Financial Partners and previously worked at Fifth Third Bank for eight years. Outside of his advisory role, Fleming is the CEO of Actions, Inc., a consulting firm that assists clients in buying businesses, and serves on the board of the Asian Chamber of America. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm employs a total portfolio approach that combines active, diversified management with model portfolios, discretionary and non-discretionary services, and sponsors a wrap-fee program.

Nicholas Bowden is a financial advisor at ANTOLINO Wealth Advisors in Columbus, OH, with eight years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining ANTOLINO, he worked at Kestra Investment Services, Nationwide Investment Services, Nationwide Mutual Insurance, NFM Lending/Finance of America, and Phantom Pools. Outside of his advisory role, he serves as president of the Columbus chapter of AMSPIRIT Business Connections, a networking and marketing organization. ANTOLINO Wealth Advisors provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a multi-dimensional asset allocation approach and offers an upfront planning process called the UltraVision System®, along with ongoing membership tiers through the UltraVision Club™.

Kyle Westland is a financial advisor with Meeder Advisory Services, Inc., holding a Series 65 credential and three years of industry experience. He has prior experience with the WVU Student Managed Investment Fund and West Virginia University. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors, and individual investors through separately managed accounts and model programs. The firm employs a quantitative, asset-allocation-driven investment approach and primarily works with intermediaries and institutional plan relationships.

Colin Bishop is a CFP® and holds a Series 66 license with five years of industry experience. He currently works at Fruitful and has previous experience at Barrett Wealth Planning LLC (D.B.A. Lamplighter Wealth Planning) and SWS Partners, LLC. Fruitful Advisory provides financial planning and discretionary investment management to individual clients who hold an active Fruitful, Inc. membership, delivering services through a web-based platform and a secure client portal. The firm’s investment approach focuses on diversified, low-cost core allocations primarily using passive ETFs and index funds, with financial planning presented as a dynamic “Roadmap” grounded in CFP® principles.

Zachary Kountz is a financial advisor at Swisher Financial Concepts, Inc. with nine years of industry experience. He holds the CFP® certification and Series 66 license. His prior work includes roles at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of advisory services, he is involved in insurance activities related to life, health, accident, and disability coverage. Swisher Financial Concepts serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm provides fee-based financial planning, individualized investment management, and pension consulting, employing a client-specific approach grounded in fundamental and technical analysis with regular portfolio reviews.

Kate Coghill is a CFP® professional with eight years of experience, currently serving at Summit Financial Strategies Inc. in Columbus, OH. Prior to joining Summit, she worked at Madewell and The Ohio State University. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm provides investment advisory and wealth management services alongside standalone financial and tax planning, employing both discretionary and non-discretionary portfolio management with a focus on long-term strategies and ongoing portfolio monitoring.

Mark Beaver is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently with Keeler & Nadler Family Wealth and previously worked at Purshe Kaplan Sterling Investments, Inc. for nine years. Additionally, he is a licensed fixed insurance agent providing life, disability, and long-term care insurance products. Keeler & Nadler Family Wealth offers wealth management services that integrate investment management and financial planning for individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm provides both discretionary and non-discretionary portfolio management, using a range of analysis methods and offering corporate retirement plan services including ERISA 3(21) fiduciary support.

Aaron Green is a CFP® with 20 years of industry experience, currently serving as an advisor at GGM Financial LLC since 2018. His prior roles include positions at Commonwealth Financial Network and Gloeckner Financial Group. Outside of his advisory work, he is a co-owner and finance manager of a private real estate holding company in Columbus, Ohio. GGM Financial, LLC provides wealth management, asset 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 a combination of modern portfolio theory alongside fundamental, quantitative, technical, and cyclical analysis.

Madeline Keegan is a CFP® professional with 10 years of industry experience. She is currently with Frazier Financial Advisors, LLC and has previously worked at Minerva Wealth Planning, J.W. Cole Advisors, Advanced Retirement Design, Global Financial Private Capital, and Nationwide Investment Services Corporation. Frazier Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $930 million in client assets through a team of 16 advisors, offering discretionary and non-discretionary investment management, financial planning, and fiduciary investment services, with an investment approach that incorporates fundamental and technical analysis, cyclical analysis, and Modern Portfolio Theory.

James Rogers is a CFP® professional with 18 years of experience in the financial services industry. He has worked at Fisher Investments and Hamilton Capital Management Inc. He is currently an advisor at PDS Planning Inc in Dublin, Ohio. PDS Planning Inc is a fee-only registered investment adviser serving individual clients, business entities, pension plans, charitable institutions, and non-profits. The firm focuses on planning-driven investment decisions and offers comprehensive financial planning and advisory services, including retirement-plan consulting and estate coordination.

Melody Brady is a CFP® professional with 15 years of industry experience. She is currently associated with Forefront and has held roles at Calton & Associates, Nectarine, XYPN Invest, Beechmont Financial Group LLC, and CUSO Financial Services. Forefront Wealth Partners offers discretionary investment management, comprehensive financial planning, and estate-planning coordination to individuals, high-net-worth clients, and businesses. The firm customizes investment policies through client collaboration and ongoing portfolio oversight, with additional services spanning business and succession planning, tax considerations, and estate document facilitation.

John Mozola is a financial advisor at Windsor Advisory Group, LLC with eight years of industry experience. He has been with Windsor Advisory Group since 2013. Windsor Advisory Group provides family office and wealth advisory services to high net worth individuals, families, family offices, trusts, corporations, and charitable entities. The firm offers personalized cash flow and investment planning, managing portfolios across public and private markets with an emphasis on manager selection, due diligence, and discretionary relationship management.

Ryan Smith is a financial advisor with Parallel Equity Advisors Ltd. in Dublin, Ohio, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been associated with Symphony Partners Advisory Ltd., LLC, Symphony Partners, and Fortune Financial Services, Inc. since 2009. Outside of advisory work, he is a partner and insurance agent involved in insurance services through Symphony Partners. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates primarily on a consultative, non-discretionary basis, tailoring investment advice to clients’ objectives, time horizons, and risk tolerances.

Cameron Kaska is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Peak, he worked at Kirtland Country Club and attended Kent State University. Outside of his advisory role, he is engaged as an independent insurance agent, selling various insurance products. Peak Retirement Planning serves individual and high-net-worth clients by providing discretionary investment management, financial planning consulting, and related services. The firm employs a tailored investment approach based on clients’ objectives, time horizon, and risk tolerance, and offers in-house CPA services as well as estate planning assistance through a third-party platform.

Matthew Collins is a CFP® with 14 years of industry experience, currently serving as an advisor at GGM Financial LLC since 2018. His prior experience includes roles at Nationwide and Commonwealth Financial Network. Outside of his advisory work, he is the owner of two investment-related entities created to facilitate advisory and private holding investments. GGM Financial provides financial planning, portfolio management, retirement plan consulting, and wealth management services to individuals, including high-net-worth clients, as well as institutional clients such as pension and charitable organizations. The firm combines internally managed and third-party model portfolios, offering access to a broad range of securities and products alongside individualized financial planning and retirement rollover guidance.

Natalie Braun is a financial advisor at Meyers Wealth Management, LLC in Columbus, OH, holding Series 65 and Series 66 licenses with one year of industry experience. Prior to joining Meyers Wealth Management, she worked at Huntington National Bank and JP Morgan Chase. Meyers Wealth Management is a family-owned SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs tactical asset allocation and value-oriented investment strategies, managing approximately $1.9 billion across nine advisors and about 800 client relationships.

Cole Kirchner is a financial advisor at Golden Reserve Retirement, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Hornor, Townsend & Kent LLC, and New York Life Insurance Co. among other firms. 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 passive, low-cost investments. The firm integrates estate-planning and tax services within its fixed annual fee structure and emphasizes tailored client documentation and ongoing portfolio management.

Wendy Trout is a CFP® professional with 19 years of industry experience. She has been with Summit Financial Strategies Inc since 2011. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers a range of services such as investment advisory, wealth management, financial and tax planning, and discretionary portfolio management with an emphasis on long-term strategies and ongoing monitoring.

Logan Hogrefe is a CFP® professional with two years of experience, currently serving as a financial advisor at Frazier Financial Advisors, LLC. His background includes roles at Private Client Services and NetJets, as well as academic positions at the University of Miami and The Ohio State University. Hogrefe is also a registered representative with Private Client Services, a firm specializing in the sale of specialized investment products. Frazier Financial Advisors, LLC is an investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary investment management and financial planning using a variety of approaches, including fundamental and technical analysis and model portfolios, while providing additional accounting and tax preparation services.

Matthew Palmer is a financial advisor with The Joseph Group Capital Management in Columbus, Ohio, where he has worked since 1999. He has 26 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 approach includes multiple named strategies tailored to client goals, with an emphasis on client communications and educational materials.