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. in Dublin, Ohio, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. He has worked at Meeder Advisory Services since 2019 and previously held positions at Advisors Capital Management, Quasar Distributors, and Horizon Investments. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors and participants, and individual investors through separately managed accounts and model programs. The firm uses a quantitative, asset-allocation driven investment process and often incorporates affiliated mutual funds within its portfolios, focusing on intermediary and institutional plan relationships.

Aaron Gardner is a financial advisor with Parallel Equity Advisors Ltd. in Dublin, Ohio, holding Series 65 and Series 63 licenses and having 29 years of industry experience. He has been affiliated with Parallel Equity Advisors Ltd. since 2010 and also is involved with Fortune Financial Services, Inc. and Symphony Partners. Outside of advisory work, he acts as a licensed insurance agent. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm focuses on non-discretionary asset management with documented investment policies and serves as a limited-scope ERISA 3(21) fiduciary for plan sponsors.

Joshua Frazier is a financial advisor at Frazier Financial Advisors, LLC with 17 years of industry experience. He has worked with Triad Advisors, Inc. for 13 years and has been with Frazier Financial Advisors since 2007. Outside of advising, he is involved with Historic Dublin Restaurants, an unrelated business venture. Frazier Financial Advisors, LLC is a registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.16 billion in assets and offers investment management, financial planning, and ERISA fiduciary services, employing a mix of fundamental and technical analysis, model portfolios, and third-party managers. The firm also provides accounting and tax preparation services as part of its practice.

Craig Robinette is a financial advisor with Golden Reserve Retirement, LLC in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Crump Life Insurance Services, OneAmerica Securities, and Nationwide Securities LLC. Robinette also operates Robinette Risk Management, an entrepreneurial venture he has been involved with since 2023. 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 offers tailored advice supported by regular portfolio monitoring.

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.

Franco Iozzo is a financial advisor at rebel Financial, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade and Kansas Global Trade Services. He is also affiliated with North Carolina State University. rebel Financial serves individual and high-net-worth investors, pension and profit-sharing plans, and corporate clients by providing customized portfolio management, financial planning, investment management, and insurance solutions. The firm integrates fundamental and technical analysis with modern portfolio theory and offers unique service tiers and accounting services alongside traditional advisory programs.

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 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.