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.

Edward Bell is a CFP®, ChFC®, and Series 63 credentialed advisor with 25 years of industry experience. He has been with Consolidated Financial since 1998 and serves as a managing member and partner of the firm. 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 using equities, ETFs, bonds, and mutual funds based on third-party research.

Joshua Hunter is a financial advisor at Meeder Advisory Services, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked in roles at The Bellevue Hospital, Cross Country Mortgage, and Schroderer & Company CPA LLC. Outside of his advisory work, he is a partner in Dart-Frog Ventures, LLC, a virtual touring and marketing business. Meeder Advisory Services, Inc. provides portfolio management, strategist/sub-advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients. The firm uses proprietary quantitative methodologies to manage portfolios across equities, fixed income, and mutual funds, offering solutions tailored by tax, age, or risk profile.

Cameron Uttley is a CFP® professional at John E. Sestina and Company with three years of industry experience. He has been with John Sestina and Company since 2021 and previously worked at Retirement Strategies LTD and Mount Vernon Nazarene University. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement-plan consulting. The firm uses modern portfolio theory and a long-term trading approach, offers free educational workshops, and incorporates artificial intelligence tools in its research and portfolio feedback.

Owen Bosworth is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 designation. He has recent experience working at Peak Retirement Planning and has previously been involved with Cedarville University, Camp Susque, and Big Dan's BBQ. Peak Retirement Planning serves individual and high-net-worth clients with discretionary investment management, financial planning consulting, and related services, including access to an in-house CPA and estate-planning support through a third-party platform. The firm tailors strategies based on clients’ objectives and risk tolerance, reviews accounts quarterly, and manages approximately $631 million across 910 accounts.

Vaughn Flowers is a financial advisor at Capital City Asset Management Group, LLC with 12 years of industry experience. He holds the Series 63 designation and has worked at MassMutual Life Insurance Company and MML Investors Services LLC since 2013. Capital City Asset Management Group is a team of 11 advisors managing discretionary investment portfolios and financial plans for individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a variety of investment strategies, including tactical asset allocation and value investing, across multiple asset classes to tailor portfolios to clients’ objectives.

Ian Erdman is a CFP® with 10 years of experience in the financial industry, currently serving at ANTOLINO Wealth Advisors. His prior roles include positions at Nationwide Financial and Kestra Investment Services. Outside of his advisory work, he also works as a part-time rideshare driver. ANTOLINO Wealth Advisors provides financial planning and investment management to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a multi-dimensional asset allocation approach called the ABC’s of Cashflow™, offering customized portfolios and ongoing planning supported by proprietary systems such as the UltraVision System® and UltraVision Club™ membership tiers.

Patrick Finneran is a financial advisor at The Joseph Group Capital Management with 13 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Facet Wealth and Hamilton Capital Management, Inc. The Joseph Group Capital Management is an SEC-registered advisory team providing discretionary portfolio management and financial planning to individuals, high-net-worth households, and retirement plan sponsors. The firm employs a purpose- and goal-based investment process, offering specialty strategies such as a regional Home Grown stock portfolio and Direct Indexing via a sub-adviser, supported by a multi-credentialed investment team.

Robert Upton is a CFA® charterholder with 21 years of industry experience, currently serving at The Joseph Group Capital Management. He has been with the firm since 2004 and also founded Upton Financial Education, where he develops CFA and FRM study materials as an independent contractor with the Schweser Study Program. His work in financial education dates back to 2001. The Joseph Group Capital Management provides discretionary investment management and financial planning services to individuals, families, trusts, charities, and businesses, along with consulting for retirement plan sponsors. The firm’s investment approach includes client-specific strategies and emphasizes regular communication and educational materials, featuring a distinctive regionally concentrated stock portfolio option.

Jonathan Roby is a CFP® professional with five years of industry experience. He has worked at TSG Advice Partners, LLC since 2019 and previously at S G Capital LLC from 2016 to 2019. He is based in Columbus, OH. TSG Advice Partners, LLC is a team of ten advisors providing financial planning, consulting, discretionary investment, and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses ETF-based model portfolios with a range of allocations and incorporates fixed-income securities, options, inverse ETFs, and managed-account borrowing when appropriate. It combines in-house tax preparation with wealth management and maintains formal referral relationships with law firms.

Jerry Snyder is a CFP® with 41 years of industry experience, currently serving at Retirement Strategies, Ltd. in Dublin, Ohio since 2003. He holds the Series 63 designation and participates as a board member and secretary of the Central Ohio Professional Education Council, a nonprofit organization offering community educational opportunities. Retirement Strategies, Ltd. provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes client-tailored advisory work supported by planning software, regular portfolio reviews, and educational resources such as newsletters and seminars.

Chris Engel is a financial advisor with Meeder Advisory Services, Inc. in Dublin, Ohio, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. He has worked at Meeder Advisory Services since 2019 and previously held positions at Advisors Capital Management, Quasar Distributors, and Horizon Investments. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors and participants, and individual investors through separately managed accounts and model programs. The firm uses a quantitative, asset-allocation driven investment process and often incorporates affiliated mutual funds within its portfolios, focusing on intermediary and institutional plan relationships.

Aaron Gardner is a financial advisor with Parallel Equity Advisors Ltd. in Dublin, Ohio, holding Series 65 and Series 63 licenses and having 29 years of industry experience. He has been affiliated with Parallel Equity Advisors Ltd. since 2010 and also is involved with Fortune Financial Services, Inc. and Symphony Partners. Outside of advisory work, he acts as a licensed 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 focuses on non-discretionary asset management with documented investment policies and serves as a limited-scope ERISA 3(21) fiduciary for plan sponsors.

Joshua Frazier is a financial advisor at Frazier Financial Advisors, LLC with 17 years of industry experience. He has worked with Triad Advisors, Inc. for 13 years and has been with Frazier Financial Advisors since 2007. Outside of advising, he is involved with Historic Dublin Restaurants, an unrelated business venture. Frazier Financial Advisors, LLC is a registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.16 billion in assets and offers investment management, financial planning, and ERISA fiduciary services, employing a mix of fundamental and technical analysis, model portfolios, and third-party managers. The firm also provides accounting and tax preparation services as part of its practice.

Craig Robinette is a financial advisor with Golden Reserve Retirement, LLC in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Crump Life Insurance Services, OneAmerica Securities, and Nationwide Securities LLC. Robinette also operates Robinette Risk Management, an entrepreneurial venture he has been involved with since 2023. 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 a preference for passive, low-cost investments. The firm integrates estate-planning legal and tax services within its fixed annual fee structure, and offers tailored advice supported by regular portfolio monitoring.

Timothy Power is a financial advisor at Balance Wealth with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at WealthSource Partners and SurePath Wealth Management. Outside of his advisory role, he is also active as an artist. Balance Wealth Partners serves individual and high-net-worth clients as well as defined contribution and defined benefit plans, providing discretionary investment management, financial planning, and pension consulting. The firm employs diversified, risk-based portfolios using various investment vehicles and operates from multiple offices, supporting over 550 clients.

Michael Henn is a CFP® professional with 24 years of industry experience, currently serving at Swisher Financial Concepts, Inc. since 2008. He previously worked at THE O.N. Equity Sales Company for 11 years. In addition to his advisory role, he sells life, health, disability, and long-term care insurance products. 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, investment management, and pension consulting, using a client-specific approach to develop investment policies and asset allocation targets with regular portfolio reviews.

Kevin Vannatta is a CFP® professional with six years of industry experience. He has been with G2 Capital Management, LLC since 2020 and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He is based in Columbus, OH. 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.

Paul Geiger is a financial advisor at Windsor Advisory Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Meeder Investment Management, FTJ FundChoice LLC, and Fidelity Brokerage Services LLC. Windsor Advisory Group provides family office and wealth advisory services primarily to high net worth individuals, families, and family offices, as well as trusts, corporations, and charitable entities. The firm offers comprehensive financial consulting and portfolio management, emphasizing individualized cash flow and investment plans implemented across both public and private markets.

Ian Hundley is a CFP® professional with six years of industry experience, currently serving as an advisor at Gryphon Financial Partners. Prior to joining Gryphon in 2024, he spent 12 years with Fifth Third Securities. Outside of his advisory role, Hundley is a minority owner and board member of BECTIN Holdings, Inc., a FedEx long-haul trucking contractor. Gryphon Financial Partners provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm employs an active, diversified “total portfolio” approach and manages both discretionary and non-discretionary strategies, with specialties in family business sales, retirement, legacy planning, and private investment vehicles.