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® with 10 years of industry experience, currently with Frazier Financial Advisors, LLC since 2023. She previously worked at Minerva Wealth Planning, LLC, J.W. Cole Advisors, Inc., Advanced Retirement Design, Global Financial Private Capital, LLC, and Nationwide Investment Services Corporation. Frazier Financial Advisors, LLC provides advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers tailored investment strategies using a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, integrating wealth planning with portfolio management and providing accounting and tax preparation services in-house.

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 CFP® professional with 15 years of industry experience. She currently serves as an advisor at Nectarine and has held roles at Calton & Associates, Forefront Wealth Partners, XYPN Invest, Beechmont Financial Group LLC, CUSO Financial Services, and Charles Schwab. Nectarine provides consultative financial planning to individual and high-net-worth clients, offering services ranging from one-hour consultations to ongoing planning engagements. The firm emphasizes long-term asset allocation with low-cost, index-based mutual funds and ETFs and operates on a fee-for-service model without managing client investment portfolios.

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 in Dublin, Ohio, 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., and NYLIFE Securities LLC, 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 diversified portfolios using passive, low-cost investments. The firm integrates estate-planning and tax services within its fixed annual fee structure and emphasizes tailored advice and comprehensive 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® and Series 65-licensed financial advisor with Frazier Financial Advisors, LLC in Columbus, OH, bringing two years of industry experience. Prior to joining Frazier, he was associated with Private Client Services and held roles at NetJets and the University of Miami. He is also a registered representative with Private Client Services, LLC. Frazier Financial Advisors provides advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm combines various investment approaches with integrated wealth planning and offers in-house 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.

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.