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 at TSG Advice Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2012 to 2019. Blake has been with TSG Advice Partners since 2019. TSG Advice Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs an institutional modeling system focused on ETF-centered model portfolios and offers additional services including retirement-plan consulting, tax preparation, and bookkeeping.

Ross Emrick is a financial advisor at Meeder Advisory Services, Inc. with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including BNY Mellon Advisors, Pershing LLC, and J.P. Morgan Securities. Prior to his advisory career, he was involved in home remodeling businesses. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors, and individual investors through separately managed accounts and model programs. The firm uses a quantitative, asset-allocation-driven investment process and primarily works through intermediaries rather than direct retail clients.

Harry Dye III is a financial advisor at Windsor Advisory Group, LLC in Columbus, OH, with 8 years of industry experience. He holds the Series 65 designation and has been with Windsor Advisory Group since 2002. 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 planning and portfolio management, emphasizing customized investment strategies across public and private markets, including private equity and hedge funds.

Tyler Cook is a CFP® professional with nine years of industry experience, currently serving at John E. Sestina and Company since 2016. He is based in Columbus, OH, and has been associated with the firm, in various capacities, since 2004. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a multi-advisor team approach and follows a long-term, diversified investment strategy primarily using mutual funds and ETFs, along with other asset classes when appropriate.

Joe Maul is a Financial Consultant currently working at Fidelity Investments since 2023. He has a professional background that includes multiple roles at Fidelity Investments, such as Investment Consultant, Planning Consultant, and Financial Consultant, as well as experience as an Internal Consultant at Meeder Investment Management and a Digital Wealth Management Specialist at JPMorgan Chase. His professional focus centers on helping individuals and couples develop income strategies for retirement that align their investments with their personal values and long-term objectives. Joe's approach emphasizes clarity and confidence, supporting clients in making decisions that protect their loved ones and sustain their desired lifestyle. Outside of his professional commitments, Joe is interested in family activities, fitness, movies, and traveling.

William Root is a financial advisor at Keeler & Nadler Family Wealth with 22 years of industry experience. He holds a Series 66 designation and has worked at Arenstein & Andersen Co., LPA since 2024, following a lengthy tenure at Resch Root Phillipps and Graham LLC from 1978 to 2024. In addition to his advisory role, he serves as Of Counsel, specializing in estate and business planning law. Keeler & Nadler Family Wealth provides wealth management services integrating investment management and financial planning for individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing a variety of analytical methods and investment tools tailored to client goals and risk tolerances.

Jeffrey Lagusch is a CFP® professional with 28 years of experience in financial advisory. He is a member of Gryphon Normandy Manager, LLC, an affiliated investment-related entity, and has been with Gryphon Financial Partners since 2017. He also manages Greendale Cabin LLC, a property rental business in Logan, Ohio. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm employs an active, diversified “total portfolio” approach, using model portfolios, discretionary and non-discretionary management, and manages affiliated private investment vehicles for suitable clients.

Daniel Liss is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at Meeder Advisory Services, Inc. in Dublin, OH, with four years of industry experience. His prior roles include positions at multiple Cetera entities and Root Insurance. Meeder Advisory Services, Inc. provides portfolio management, strategist/sub-advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients through separately managed accounts, model portfolios, and Meeder Investment Portfolios. The firm utilizes proprietary quantitative methodologies and offers tax-aware, age- or risk-based model solutions, often acting as a discretionary manager while providing periodic performance reporting to clients.

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 at TCP Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TCP Asset Management since 2015. Outside of his advisory role, he serves on the Our Lady of Peace Athletic Board as treasurer and board member. TCP Asset Management advises individual and institutional clients, including high-net-worth individuals and pension plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a long-term trading orientation using fundamental and technical analysis, and manages approximately $822 million in assets across 18 advisors.

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 19 years of industry experience. His prior roles include positions at Riley Benefits and Investment Group and East Harbour Capital. He is also a licensed insurance agent through Philip J. Susi Independent Insurance. TCP Asset Management provides portfolio management, financial planning, and pension consulting services to individuals and pension/profit-sharing plans, employing a combination of fundamental and technical analysis alongside a long-term trading approach. The firm utilizes model portfolios and sub-advised strategies and focuses on fixed-income separately managed accounts.

Joseph Reardon is a Certified Financial Planner® with 23 years of industry experience. He has been with Summit Financial Strategies Inc since 2008. Summit Financial Strategies serves individual clients, including high-net-worth households, as well as trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory and wealth management services, standalone financial and tax planning, and discretionary portfolio management using a variety of securities and strategies.

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 with TCP Asset Management, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes significant roles at Metlife Securities, Massachusetts Mutual Life Insurance Company, and United Planners' Financial Services of America. He serves as a zoning board member for Delaware Township. TCP Asset Management, LLC provides portfolio management, financial planning, and pension consulting to individuals, including high-net-worth clients, and pension/profit-sharing plans. The firm uses fundamental and technical analysis within a long-term trading approach and employs model portfolios and third-party sub-advised strategies, operating under a discretionary management framework.

John Riley is a financial advisor at TCP Asset Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Securities America Inc and Trendency Capital Partners. Riley is also president of Riley Benefits & Investment Group, LLC, where he serves as lead consultant. TCP Asset Management advises individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and estate-planning referrals. The firm employs a long-term trading approach using both fundamental and technical analysis and manages approximately $822 million in assets across 18 advisors.