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 Series 65-licensed advisor with Frazier Financial Advisors, LLC in Columbus, Ohio. She has two years of industry experience and has been with Frazier Financial Advisors since 2019, having previously worked at Issac Wiles, LLC from 2002 to 2019. Frazier Financial Advisors, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides tailored investment management and financial planning using a variety of analytical approaches, and integrates wealth planning with portfolio management. Additionally, the firm offers in-house accounting and tax preparation services that clients may use separately from advisory services.

Ryan Leary is a CFP®-certified financial advisor at Asendo Wealth Advisory in Columbus, OH, with three years of industry experience. He has previously worked at TSG Advice Partners, Equitable Advisors, Cambly, Stonebridge Wealth Strategies, and AXA Advisors. Asendo Wealth Advisory provides financial planning, consulting, and investment management services to individuals, business entities, and charitable organizations. The firm employs an institutional modeling system to construct ETF-centric portfolios across various risk profiles and incorporates strategies such as options, inverse ETFs, and third-party managers when suitable.

Jason Eliason is a CFP®, CFA®, and ChFC® with 23 years of industry experience. He has been with Waller Financial Planning Group, Inc. in Columbus, OH since 2008. Outside of his advisory role, he serves as a board member for the Stratford Ecological Center, a nonprofit focused on education and environmental initiatives. 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 employs a team-based approach with advanced credentialed advisors and uses customized investment programs managed through the Charles Schwab institutional platform.

Roman Korolchuk is a CFP® professional with eight years at Summit Financial Strategies Inc and three years of industry experience. Prior to joining Summit, he worked at Ohio State Wexner Medical Center and The Ohio State University. 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 a discretionary program for smaller accounts, operating as a fee-only fiduciary with a focus on long-term portfolio strategies alongside flexible investment options.

Sarah Schwieterman is a CFP® professional with three years of industry experience, currently serving as an advisor at Peak Retirement Planning, Inc. in Columbus, OH. Her previous roles include positions at Avantax Advisory Services and Anderson Financial Strategies, LLC. Schwieterman is a board member of the Financial Planning Association of Southwest Ohio, where she organizes educational events and manages committees. Peak Retirement Planning serves individual and high-net-worth clients by providing discretionary investment management, financial planning consulting, and related services. The firm offers access to an in-house CPA and third-party estate-planning software, tailoring advice to clients’ objectives, time horizon, and risk tolerance.

Robert Faulkner is a financial advisor at WealthBridge Capital Management, LLC with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Private Client Services prior to joining WealthBridge in 2018. Outside of advising, he is a member of Northstar Studio LLC, a cheerleading organization in Ohio. WealthBridge Capital Management is an SEC-registered firm serving individuals, high-net-worth clients, trusts, and estates through comprehensive wealth management, financial planning, and discretionary portfolio management. The firm builds long-term, tax-aware portfolios primarily using low-cost ETFs and mutual funds, complemented by individual securities and external managers, and offers educational seminars on financial topics.

Isaac Miller is a Series 65-licensed advisor at Solyco Wealth LLC with three years of industry experience. He previously worked at Evolution Financial Group, Mass Mutual, and The Lake Club. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and financial planning. The firm uses a combination of low-cost mutual funds, ETFs, individual securities, and alternative investments, employing both fundamental and technical analysis with a generally long-term investment focus.

Christopher Brubaker is a financial advisor with Swisher Financial Concepts, Inc. in Westerville, Ohio, holding a Series 66 designation and three years of industry experience. He previously worked at Cambridge Investment Research and Roger D Fields Associates. Outside of his advisory work, he serves as a golf caddy at local country clubs. Swisher Financial Concepts serves individuals, including high-net-worth clients, as well as pensions, trusts, estates, and charitable organizations. The firm provides fee-based financial planning, investment management, and pension consulting, employing client-specific investment policies and a blend of fundamental and technical analysis.

Joseph Schmitz, Jr. is a CFP® and ChFC® with seven years of industry experience. He has worked at Peak Retirement Planning, Inc. since 2021 and previously held roles at First Command and Parkland Securities. In addition to his advisory role, he is licensed as an insurance agent and sells various insurance products. Peak Retirement Planning serves individual and high-net-worth clients with discretionary investment management and financial planning consulting. The firm offers an in-house CPA for tax services and supports estate planning through third-party software, tailoring advice to clients’ objectives and managing approximately $631 million across about 910 accounts.

Todd Crawford is a financial advisor with Capital City Asset Management Group, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has served in multiple leadership roles within affiliated companies, including CEO of Capital City Partners, Inc. and Synthetic Fuels of Ohio, Corp., where he oversees strategic planning for a new energy processing company. Crawford’s background includes extensive involvement in financial services, investment banking, insurance, and energy exploration. Capital City Asset Management Group, LLC is a team of 11 advisors managing approximately $43.3 million in discretionary assets. The firm offers customized portfolio management and financial planning to a diverse client base, utilizing a range of investment strategies across multiple asset classes.

Timothy Shear is a financial advisor with Capital City Asset Management Group, LLC, holding a Series 63 designation and 29 years of industry experience. He has been affiliated with Capital City Securities, LLC since 2008 and has worked with related firms including Capital City Partners Asset Management Group, LLC and Farrington & Shear for over two decades. Outside of his advisory roles, he is involved with the Dublin-Worthington Rotary Club and is a partner in a mineral exploration business. Capital City Asset Management Group, LLC provides discretionary investment management and financial planning services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm’s approach involves customized portfolios using a range of strategies and investment vehicles, with typically discretionary management that may include active trading and hedging techniques.

Abigail Rose is a CFP® professional with seven years of experience at Keeler & Nadler Family Wealth in Dublin, Ohio. She has worked with the firm since 2015, focusing on financial planning and wealth management. In addition to her advisory role, she operates a tax preparation and tax-related advice business as a sole proprietor. Keeler & Nadler Family Wealth provides wealth management services combining 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 analysis methods and tools tailored to clients’ goals and risk tolerances.

Azeem Abdul Haqq is a financial advisor at Gerber, LLC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Global Atlantic Distributors, LLC and Osaic Institutions, Inc. In addition to his advisory role, he is a licensed insurance agent. Gerber, LLC serves growth-oriented, first-generation entrepreneurs, providing wealth management, discretionary investment management, and entrepreneurial planning to individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment process combining fundamental, technical, behavioral, and charting analyses, and it manages $588 million in discretionary assets with a focus on entrepreneurial coaching and tailored financial solutions.

Christopher Olsgard is a CFP® with 17 years of industry experience, currently serving at Waller Financial Planning Group, Inc. since 2008. He is based in Columbus, OH, and holds the Series 63 designation. 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 employs a customized investment approach using an investment policy statement, an Approved Investment List, and a mix of exchange-traded funds and mutual funds, with portfolios typically managed on a discretionary basis.

Craig Sumerel is a financial advisor at Gryphon Financial Partners with four years of industry experience. He holds a Series 65 designation and has worked at Gryphon Financial Partners since 2023. Outside of his advisory role, Craig serves as CEO of Trail Lines Enterprises, a non-investment related business. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities, serving both high-net-worth and non-HNW clients. The firm employs an active, diversified “total portfolio” approach and manages several affiliated private investment vehicles alongside its in-house global equity strategy.

Emily Wilcher is a CFP® professional with nine years of industry experience, currently serving as an advisor at Frazier Financial Advisors, LLC in Columbus, OH. She has worked at Frazier Financial Advisors since 2018 and previously held roles at Mid Atlantic Capital Corporation and Triad Advisors. In addition to her advisory role, she is involved in tax preparation services offered by Frazier Financial Advisors. Frazier Financial Advisors, LLC provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored investment strategies using a combination of fundamental and technical analysis, comprehensive financial planning, and integrated wealth planning, with in-house accounting and tax preparation services available separately from advisory offerings.