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 Asendo Wealth Advisory in Columbus, OH, holding a Series 66 designation with 25 years of industry experience. His prior roles include positions at TSG Advice Partners, SG Capital LLC, and Ameriprise Financial Services. Asendo Wealth Advisory serves individuals, trusts, estates, charitable organizations, business entities, and profit-sharing plans, providing financial planning, consulting, investment, and wealth management services. The firm employs an institutional modeling system to construct ETF-focused portfolios across various risk profiles and offers in-house tax preparation and retirement plan consulting.

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.

Matthew Meyers is a financial advisor with Meyers Wealth Management, LLC in Columbus, OH. He holds a Series 66 designation and has 10 years of industry experience, including prior work at Wells Fargo Clearing. Meyers Wealth Management is a family-owned, SEC-registered advisory firm that serves individuals, retirement plans, trusts, estates, and charitable organizations. The firm creates customized investment plans using tactical asset allocation and value-oriented strategies, managing approximately $1.9 billion across nine advisors and 800 client relationships.

Abigail Meyers is a financial advisor at Meyers Wealth Management, LLC in Columbus, OH. She holds Series 65 and Series 66 licenses and has worked in the financial services industry since 2021, including prior roles at PricewaterhouseCoopers and Coastal Ridge Real Estate. Meyers Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with portfolio management and related planning services. The firm employs a range of investment strategies and offers discretionary portfolio management, financial planning, and pension consulting, while also providing educational seminars for clients and plan participants.

Ted Clark is a financial advisor with Meeder Advisory Services, Inc. in Dublin, Ohio, holding a Series 66 designation and 24 years of industry experience. He has been with Meeder Advisory Services since 2014. Meeder Advisory Services primarily serves financial intermediaries, retirement plan sponsors and their participants, and individual investors, offering portfolio management across equity, fixed income, and cash solutions. The firm’s investment approach relies on quantitative models and an asset-allocation framework, often utilizing affiliated mutual funds and providing strategist and model services to other advisers and platforms.

David Pagliaro is a financial advisor with Meeder Advisory Services, Inc. in Dublin, OH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked for the Frank Russell Company for 21 years before joining Meeder Investment Management in 2026. Meeder Advisory Services provides portfolio management, strategist/sub-advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients. The firm uses proprietary quantitative methodologies and model construction to manage a range of portfolios, including tax-aware and risk-based solutions, often acting as a discretionary manager while collaborating with intermediaries.

Randall Gerber is a financial advisor with Gerber, LLC in Worthington, Ohio, holding a Series 63 designation and 35 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2020 and has been involved with Gerber LLC since 1999. Outside of advising, he provides business consulting to entrepreneurs through Gerber Emerging Entrepreneur and is involved in selling identity theft protection services and non-variable insurance products. Gerber, LLC partners exclusively with growth-oriented, first-generation entrepreneurs, offering wealth management, discretionary investment management, entrepreneurial planning, and retirement plan advisory services. The firm employs a long-term investment approach utilizing fundamental, technical, behavioral, and charting analyses, and manages $588 million in discretionary assets with a focus on entrepreneurial coaching and sophisticated investment strategies.

Robert Swansboro is a CFP® professional with six years of industry experience. He has worked at Gryphon Financial Partners since 2023 and previously spent 11 years at PNC Private Bank. 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 using an active, diversified “total portfolio” approach that includes discretionary investment management, consulting, and private fund advisory services.

Byul Jheong is a financial advisor at Meeder Advisory Services, Inc. with four years of industry experience. Prior to joining Meeder in 2024, Jheong held roles at CrowdStreet Capital LLC, CrowdStreet Inc., CrowdStreet Advisors, LLC, Better.com, and TCWGlobal. Their background includes investor relations and analyst experience at CrowdStreet entities. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors, and individual investors through portfolio management and model strategies. The firm employs a quantitative, asset-allocation-driven investment approach, often using affiliated mutual funds and providing services mainly through intermediaries and institutional plan relationships.

Luke Scott is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their individual financial goals and develop tailored strategies to pursue those goals across short-, mid-, and long-term time horizons. Luke specializes in helping clients navigate complex financial priorities, including investing, retirement planning, and managing competing demands such as home buying, college savings, elder care, and healthcare preparation. He provides ongoing advice and portfolio management, adapting strategies as clients’ needs evolve. He also coordinates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Luke holds a Bachelor's Degree from Ohio State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His approach centers on uncovering what matters most to clients and their families to create effective financial strategies.

Emma Hostetler is a financial advisor at Peak Retirement Planning, Inc. in Columbus, Ohio. She holds a Series 65 designation and has one year of experience in the industry. Prior to joining Peak, she worked at Amazon and Ulrey Foods. Peak Retirement Planning serves individual and high-net-worth clients with discretionary investment management, financial planning consulting, and related services. The firm offers an in-house CPA for tax preparation and uses a third-party platform for estate planning, tailoring advice to clients’ objectives, risk tolerance, and time horizon.

Benjamin Randall is a financial advisor with TCP Asset Management, LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Morgan Stanley, JPMorgan Chase, and Equitable Advisors. Outside of finance, Randall is a professional lacrosse player in the Premier Lacrosse League. TCP Asset Management is a multi-office firm managing over $1 billion in client assets with a 25-advisor team. The firm provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and institutional plans, utilizing a range of sub-advisers and model portfolios tailored to clients’ goals and risk tolerances.

H Juckett is a financial advisor at Columbus Investment Advisory Inc. with 6 years of industry experience. He holds the Series 63 designation and has been with Columbus Investment Advisory since 2011. The firm provides discretionary portfolio management and limited financial consulting primarily to high-net-worth individuals, families, trusts, individual retirement accounts, and charitable foundations. Columbus Investment Advisory manages approximately $405 million in client assets and employs a proprietary fundamental research approach focused on undervalued stocks and investment-grade bonds.

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.