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.

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 with Meeder Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior professional background includes roles at Thrivent Financial and Thrivent Investment Management Inc. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors, and individual investors by providing portfolio management through separately managed accounts and model strategies. The firm emphasizes quantitative models and an asset-allocation framework, often utilizing affiliated mutual funds and offering strategist services primarily through intermediaries and institutional plan relationships.

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.

Curtis Clark is a financial advisor at Capital City Asset Management Group, LLC with 20 years of industry experience. He holds a Series 63 designation and has been a managing partner at The Pension and Retirement Group since 2013. The Pension and Retirement Group focuses on employer retirement plans and insurance services. Capital City Asset Management Group, LLC serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The 11-advisor team provides discretionary investment management and financial planning, constructing customized portfolios using a range of strategies across multiple asset classes tailored to clients’ objectives.

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.

Dennis Burgess is a CFP® with 41 years of experience in the financial industry. He has been with SWS Advisors, Inc. since 2016 and also maintains a tax-preparation practice during tax season. His background includes self-employment since 1998 and registration with Omni Financial Securities, Inc. SWS Advisors, Inc. is a registered investment adviser serving individuals, corporations, businesses, and charitable organizations. The firm manages approximately $50.6 million in discretionary assets across about 449 client relationships, offering discretionary portfolio management, written financial planning, and hourly or project-based advice tailored to each client’s Investment Policy Statement.

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.

Andrew Potosky is a CFP® professional at PDS Planning Inc. with four years of industry experience. He has worked at PDS Planning since 2018 and previously held roles at Nationwide Investment Services Corporation and Fidelity Investments. PDS Planning Inc. is a fee-only registered investment adviser serving individuals, business entities, pension plans, and charitable organizations. The firm provides customized financial planning and portfolio management, typically develops Investment Policy Statements, and manages diversified portfolios using a variety of asset types, operating under fixed-fee arrangements rather than percentage-of-assets fees.

Annalisa Sporrong is a CFP® and holds a Series 65 license with seven years at Frazier Financial Advisors, LLC and two years with Private Client Services. She previously worked at Issac Wiles, LLC for 17 years. Frazier Financial Advisors, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing approximately $930 million in client assets. The firm offers discretionary and non-discretionary investment management alongside comprehensive financial planning, employing a range of investment strategies and providing integrated tax, estate, and philanthropy planning.

Ryan Leary is a CFP®-certified financial advisor with two years of industry experience, currently with TSG Advice Partners, LLC. His prior experience includes roles at Equitable Advisors, Cambly, Stonebridge Wealth Strategies, and AXA Advisors. TSG Advice Partners, LLC provides financial planning, consulting, and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs an institutional modeling system with ETF-centered portfolios and offers in-house tax preparation and bookkeeping services as part of its comprehensive advisory approach.