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.

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 CFP® with 10 years of industry experience, currently serving at Swisher Financial Concepts, Inc. He previously worked at The O.N. Equity Sales Company and Ohio National Financial Services. He is also 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, pension consulting, and offers specialized services for tax-efficient asset location and rebalancing in non-custodied accounts.

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 19 years of experience in the financial services industry. He has worked at Fisher Investments, Hamilton Capital, WealthStone Advisors, and Guardian Life. He is currently with PDS Planning Inc in Dublin, OH. PDS Planning, Inc. is a fee-only registered investment adviser serving individuals, businesses, pension plans, and charitable organizations. The firm offers customized financial planning and portfolio management, employing a diversified investment approach with fixed-fee arrangements.

Melody Brady is a Certified Financial Planner® with 15 years of industry experience. She is currently affiliated with Nectarine and has previously worked at firms including CUSO Financial Services and Charles Schwab. Nectarine serves individual and high-net-worth clients by providing consultative financial planning through advisor representatives selected via its website. The firm emphasizes long-term asset allocation with low-cost, index-based funds and delivers advice on a fee-for-service basis without managing client portfolios or accepting custody.

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.