Benjamin Hout is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Golden Reserve Retirement, LLC. His prior roles include positions at Horter Investment Management, Cerity Partners, ARGI Investment Services, and a long tenure at Fifth Third Securities and Fifth Third Bank. He is also a licensed insurance agent involved in the recommendation and sale of insurance products and fixed annuities. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, focusing on long-term, predominantly passive investing guided by modern portfolio theory. The firm offers discretionary management and integrates estate-planning and tax-preparation services through affiliated entities, distinguishing itself with formal affiliations to law and tax firms and a structured approach to investment and custody.

David Meske is a financial advisor with TCP Asset Management, LLC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with TCP Asset Management since 2017 and is involved with Our Lady of Peace Athletic Board as treasurer and board member. TCP Asset Management serves individuals, high-net-worth clients, and institutional plans by providing portfolio management, financial planning, pension consulting, and estate-planning referrals through a digital platform. The firm manages accounts primarily on a discretionary basis, tailoring portfolios to clients' objectives and using multiple sub-advisers and model providers across its 25-advisor, 11-office team.

Dominic Garris is a Series 65-licensed advisor at Peak Retirement Planning, Inc. in Columbus, OH, with three years of industry experience. He has been with Peak since 2022 and operates an e-commerce retail business through DGARRIS ENTERPRISES, LLC. Prior to his current roles, he was involved with Buckeye Gold Company LLC for eight years. Peak Retirement Planning serves individual and high-net-worth clients with discretionary investment management and financial planning services. The firm offers in-house CPA support for tax preparation and uses an estate-planning software platform to assist clients, tailoring strategies across various investment approaches.

Phillip Susi is a financial advisor with TCP Asset Management, LLC, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at several firms including Riley Benefits and Investment Group and East Harbour Capital, and he has operated an independent insurance agency since 2005. TCP Asset Management provides advisory services to individuals, high-net-worth clients, and institutional plans, offering portfolio management, financial planning, pension consulting, and estate-planning referrals via a digital platform. The firm manages accounts on a discretionary basis, tailoring portfolios to client goals and risk tolerances, and oversees more than $1 billion in assets with a 25-advisor team across multiple offices.

Joseph Reardon is a CFP® with 24 years of industry experience and has been with Summit Financial Strategies Inc since 2008. He holds the Series 63 designation and is based in Columbus, OH. Summit Financial Strategies serves individuals, business entities, trusts, estates, and charitable organizations, offering advisory services that include investment management, financial planning, tax planning, and retirement plan services. The firm constructs diversified portfolios emphasizing long-term allocations and employs third-party platforms for account aggregation, tax-efficient asset location, and opportunistic rebalancing, while maintaining a fiduciary fee-only model.

Jeffrey Cone is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He is currently with BEAM Wealth Advisors, Inc. and has held prior roles at Benedetti, Gucer & Associates, Comprehensive Wealth Partners, Ameriprise Financial Services, STRS Ohio, and the Office of the Comptroller of the Currency. BEAM Wealth Advisors serves individuals—including high-net-worth clients—as well as pension plans, trusts, estates, charities, and businesses. The firm offers comprehensive financial planning, investment management, and retirement plan consulting, employing asset allocation and diversification strategies grounded in Modern and Post-Modern Portfolio Theory.

Derek Kesig is a financial advisor at TCP Asset Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. He serves as a zoning board member for Delaware Township in Ohio. TCP Asset Management provides advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, focusing on portfolio management, financial planning, and pension consulting. The firm manages accounts primarily on a discretionary basis, using multiple sub-advisers and model providers while maintaining a multi-office presence with over $1 billion in assets under management.

John Riley is a financial advisor with TCP Asset Management, LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has held multiple roles since 2015, including positions with Riley Benefits & Investment Group, LLC, and Trendency Capital Partners. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans with portfolio management, financial planning, pension consulting, and estate-planning referrals. The firm manages over $1 billion in client assets across 11 offices with a 25-advisor team, offering discretionary account management and employing multiple sub-advisers and model providers.

Nathan Quilter is a financial advisor at Retirement Strategies, Ltd. in Dublin, Ohio, with nine years of industry experience. He holds the Series 65 designation and has worked at Retirement Strategies, Ltd. since 2015, following prior experience at Old Mohawk. He is involved with the Central Ohio Professional Education Council, where he delivers educational presentations on personal finance. Retirement Strategies, Ltd. serves individuals, including high-net-worth clients, and pension/profit-sharing plans by providing portfolio management, financial planning, and consulting services. The firm emphasizes client education through newsletters, seminars, and uses planning software to support comprehensive financial planning.

Troy Oehler is a financial advisor at Meeder Advisory Services, Inc. with four years of industry experience. His prior roles include positions at Thrivent Financial and Joe Reilly. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors, and individual investors through separately managed accounts and model portfolios. The firm utilizes quantitative models and an asset-allocation framework to manage equity, fixed income, and cash solutions, often employing affiliated mutual funds and providing strategist services to other advisers and platforms.

Mikel Zeidenstein is a CFA® charterholder with seven years of experience in the financial industry. He is currently with Meeder Advisory Services, Inc. and has held senior investment roles at Shore Morgan Young and Lincoln Investment. Zeidenstein serves as Chief Investment Officer at Private Wealth Strategies, L.L.C., where he is involved in portfolio analysis, trading, and investment committee leadership. Meeder Advisory Services provides portfolio management and fiduciary services to financial intermediaries, retirement plan sponsors, and individual investors. The firm employs quantitative models and asset-allocation frameworks, often using its own mutual funds in separately managed accounts and model portfolios, and primarily works through intermediary and institutional plan relationships.

Jacob Chockran is a financial advisor with Windsor Advisory Group, LLC in Columbus, OH. He holds a Series 65 designation and has three years of industry experience. He has been with Windsor Advisory Group since 2016. Windsor Advisory Group serves ultra-high net worth individuals and families, providing customized advisory services including portfolio management, financial planning, and family office functions. The firm offers a broad range of investment solutions across public and private markets and also manages pooled private investment vehicles, typically working with clients who have investable assets of $20 million or more.

Scott Rendle Jr. is a CFP® professional with 23 years of industry experience, currently serving at Waller Financial Planning Group, Inc. in Columbus, OH, where he has worked since 2008. He holds the Series 63 designation and is part of a team of 11 advisors at the firm. Waller Financial Planning Group serves individual investors, pension and profit-sharing plans, and charitable organizations by providing investment management and written financial planning. The firm uses a customized approach with investment policy statements and a mix of ETFs and mutual funds, managing accounts primarily on a discretionary basis with regular monitoring and client reporting.

Benjamin Hartings is a CFP® with seven years of industry experience, currently serving as an advisor at Trinity Financial Advisors LLC since 2018. He previously worked at SDG Reserve, Inc. and First Merchants Corporation. Hartings holds Series 63 and Series 65 licenses. Trinity Financial Advisors LLC is a fee-only, SEC-registered advisory firm managing approximately $580 million for about 200 individual and high-net-worth clients. The firm provides customized asset allocation and financial planning services, utilizing a range of investment strategies and platforms to meet client objectives.

Jeffrey Bell is a financial advisor with Consolidated Financial in Dublin, OH, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Consolidated Financial since 2006. 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, utilizing both discretionary and non-discretionary investment strategies.

Joel Guth is a financial advisor with Gryphon Financial Partners in Columbus, OH, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Hightower Advisors and Hightower Securities, LLC. Guth also serves as President and Manager of several affiliated investment entities related to Gryphon Financial Partners. Gryphon Financial Partners provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporations. The firm employs an active, diversified “total portfolio” approach and manages affiliated private investment vehicles alongside third-party money managers.

Edward Wright is a CFP® and Series 65-registered advisor with 10 years of industry experience. He is currently with Golden Reserve Retirement, LLC and previously worked at C.H. Dean, LLC for eight years. Outside of his advisory role, Wright established Wright Up Your Alley LLC, a non-investment business, and holds a currently inactive real estate salesperson license in Ohio. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering discretionary management guided by modern portfolio theory and low-cost, long-term investing strategies. The firm integrates estate-planning and tax-preparation services through affiliated entities and utilizes a subadvisor for specialized strategies.

Summer Anderson is a CFP® professional with nine years of experience at Summit Financial Strategies Inc in Columbus, OH. She has worked at Summit since 2015 and was previously affiliated with The Ohio State University from 2013 to 2017. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory, wealth management, standalone financial and tax planning, and discretionary portfolio management with a range of investment strategies and tools.

Dylon Woolwine is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 designation. He has been with the firm since 2026 and has prior experience at LPL Enterprise LLC and White Water Express. Peak Retirement Planning serves individual and high-net-worth clients by providing discretionary investment management, financial planning consulting, and related services. The firm offers tailored advice based on clients’ objectives, time horizon, and risk tolerance, and features an in-house CPA and an estate-planning software platform as part of its service model.

Theresa Le Chard is a CFP® with three years of industry experience, currently serving at The Joseph Group Capital Management. She previously worked at Edward Jones and has held various roles outside finance, including positions at Franciscan University, Olive Garden, and Hilton Hotels. The Joseph Group Capital Management provides discretionary investment management and financial planning to individuals, families, trusts, charities, and businesses, along with consulting for retirement plan sponsors. The firm’s investment process is strategy-driven and supported by weekly market analyses, with a focus on client communication and distinctive offerings such as its regionally concentrated “Home Grown” Stock Portfolio.