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.

Jonathan Roby is a CFP® at Asendo Wealth Advisory in Columbus, Ohio, with five years of industry experience. He previously worked at S G Capital LLC for three years before joining TSG Advice Partners, LLC. Jonathan is part of a team of ten advisors at Asendo Wealth Advisory. Asendo Wealth Advisory offers financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs an institutional modeling system to create ETF-centric portfolios across various risk profiles and incorporates strategies such as options, inverse ETFs, alternative investments, and third-party managers.

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. He holds Series 65 and Series 63 designations and has 24 years of industry experience. Prior to joining Meeder Advisory Services in 2019, he worked at Advisors Capital Management, LLC, Quasar Distributors, LLC, and Horizon Investments LLC. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors, and individual investors through separately managed accounts and model programs. The firm employs quantitative models and an asset-allocation framework, often using affiliated mutual funds, and primarily works through intermediaries and institutional plan relationships.

Aaron Gardner is a financial advisor at Parallel Equity Advisors Ltd. in Dublin, Ohio, holding Series 65 and Series 63 licenses with 29 years of industry experience. He has been affiliated with Parallel Equity Advisors Ltd. since 2010 and is also involved with Symphony Partners and Fortune Financial Services, Inc. outside of his advisory role. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes non-discretionary portfolio management with a documented investment process that incorporates fundamental and technical analysis tailored to client objectives.

Joshua Frazier is a financial advisor at Frazier Financial Advisors, LLC with 17 years of industry experience. He has worked at Triad Advisors, Inc. and Private Client Services, LLC, and has been with Frazier Financial Advisors since 2007. Outside of finance, he is involved in Historic Dublin Restaurants, which he has been associated with since 2007. Frazier Financial Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and financial planning services, incorporating multiple investment approaches and also provides in-house accounting and tax preparation.

Craig Robinette is a financial advisor with Golden Reserve Retirement, LLC in Dublin, OH, holding Series 65 and Series 63 licenses and having 23 years of industry experience. His career includes roles at firms such as OneAmerica Securities, Nationwide Securities LLC, and New York Life Insurance Company. He also operates Robinette Risk Management as an outside business activity. 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 emphasizes personalized, documented client advice.

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.

Cynthia Mason is a financial advisor at SWS Advisors, Inc. in Columbus, OH, with 13 years of industry experience. She holds a Series 63 designation and has worked at several firms including PL Marketing and Enercon Energy. Outside of advising, Mason is a notary and has been involved with Youth Advocate Services since 2013. SWS Advisors, Inc. serves individuals, corporations, businesses, and charitable organizations with discretionary portfolio management, financial planning, and project-based advice. The firm manages approximately $50.6 million in assets across 449 client relationships with a seven-advisor team, using both fundamental and technical analysis to tailor investment strategies.

Blake Farmer is a financial advisor with Asendo Wealth Advisory in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes roles at TSG Advice Partners, Ameriprise Financial Services, and Morgan Stanley. Asendo Wealth Advisory offers financial planning, consulting, investment, and wealth management services to individuals, trusts, business entities, and charitable organizations. The firm utilizes an institutional modeling system to construct ETF-focused portfolios across various risk profiles and incorporates options, alternative investments, and third-party managers as appropriate.