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.

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 with Capital City Asset Management Group, LLC, holding a Series 63 designation and 13 years of industry experience. He has worked at MassMutual Life Insurance Company since 2013 and has operated his own business since 2012. Capital City Asset Management Group, LLC provides discretionary asset management and financial planning to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm creates customized portfolios using strategies such as tactical asset allocation, value investing, and dynamic timing, and offers planning services for retirement, estate, college, and business needs.

Ian Erdman is a CFP® professional with 11 years of experience in the financial services industry. He currently works at ANTOLINO Wealth Advisors and has held roles at AA Financial Advisors, Kestra Investment Services, Nationwide Financial, and related entities. Outside of his advisory work, he has worked as a driver for Uber. ANTOLINO Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering comprehensive financial planning and investment management. The firm utilizes a multi-dimensional asset allocation approach through its proprietary UltraVision System® and combines core passive models, alternative investments, and customized portfolios to meet client needs.

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.