John Loveday is a CFP® professional with six years of industry experience, currently serving at Asendo Wealth Advisory. His previous roles include positions at TSG Advice Partners, Collaborative Financial Partners, and McCarthy and Cox Retirement and Estate Specialist. Asendo Wealth Advisory offers financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, charitable organizations, business entities, and profit-sharing plans. The firm employs an institutional modeling system to construct ETF-focused portfolios across various risk profiles and incorporates options, alternative investments, and third-party managers when appropriate.

Samantha Buck is a financial advisor at Windsor Advisory Group, LLC in Columbus, Ohio, holding a Series 65 license with four years of industry experience. She has worked at Windsor Advisory Group since 2018 and previously held positions at Grange Insurance and the Ohio State Office of Student Life Disability Services. Windsor Advisory Group serves ultra-high net worth individuals and families, providing discretionary portfolio management, financial planning, and family office services. The firm emphasizes customized cash flow and investment plans implemented across public and private markets, including management of pooled private investment vehicles, primarily for clients with investable assets of $20 million or more.

James Curry is a CFP® with 40 years of industry experience. He is currently with Consolidated Financial, where he has worked since 2022, following twelve years at Lincoln Investment. Curry also leads a department at The Wiseman Agency focusing on group benefits and individual insurance products. Consolidated Financial Management Group provides portfolio management, financial planning, and pension consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses third-party research to construct portfolios with various securities and offers both discretionary and non-discretionary asset management.

Christopher Martinez is a financial advisor at SWS Advisors, Inc. in Columbus, OH, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SWS Advisors since 2015. Martinez is also a licensed insurance agent and occasionally offers insurance products to clients. SWS Advisors, Inc. serves individuals, corporations, businesses, and charitable organizations, managing approximately $50.6 million in discretionary assets across 449 client relationships. The firm provides discretionary portfolio management, financial planning, and project-based advice, employing both fundamental and technical analysis tailored to each client’s Investment Policy Statement.

Christina Povenmire is a CFP® with 17 years of industry experience. She is currently with rebel Financial, LLC and previously spent 20 years at Cmp Financial Planning. Outside of advising, she owns and conducts educational financial planning seminars through her business, Educational Seminars Group. rebel Financial serves individual and high-net-worth investors, as well as pension and corporate clients, offering investment management along with comprehensive financial, retirement, business, and estate planning. The firm provides additional services such as tax preparation, bookkeeping, and payroll, utilizing a combination of fundamental analysis and modern portfolio theory in portfolio management.

Smarika Adhikari is a financial advisor at rebel Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining rebel Financial, she worked at Disbennett Wealth Management, Mitchell Insurance Agency, and Hoak Insurance Services. Before entering the financial industry, she held roles at Kroger and Dishman's Shell Food Mart. rebel Financial serves individual and high-net-worth investors, pension and profit-sharing plans, and corporate clients by providing investment management alongside comprehensive financial, retirement, business, and estate planning. The firm integrates fundamental analysis and modern portfolio theory in discretionary portfolio management and offers additional services such as tax preparation, bookkeeping, and payroll.

Jessica Hultberg is a CFP® with 10 years of industry experience, currently serving as an advisor at Keeler & Nadler Family Wealth in Dublin, OH. She has been with Keeler & Nadler Financial Planning and Wealth Management since 2012. Keeler & Nadler Family Wealth provides wealth management services that integrate 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 and employs a range of analysis methods, including fundamental, technical, quantitative, and modern portfolio theory.

Scott Thomas is a financial advisor with TCP Asset Management, LLC, holding the CFA® designation and Series 65 and 66 licenses. He has 11 years of industry experience, including a 24-year tenure at JPMorgan Chase. Outside of finance, Thomas works as a rideshare driver and serves on the board of the Columbus Recreation and Parks Foundation. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans with advisory services including portfolio management, financial planning, and pension consulting. The firm manages over $1 billion in assets across 25 advisors and 11 offices, using multiple sub-advisers and model providers to tailor strategies to clients’ goals and risk tolerances.

Cory Hinaman is a CFA® charterholder with seven years of experience at Windsor Advisory Group, LLC and four years of prior experience at The Ohio State University. He is based in Columbus, OH. 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, including private market investments and personalized consulting on tax, estate, and business matters.

Gabriel Mercer is a financial advisor with Smith & Wyatt in Dublin, OH, holding a Series 65 designation and beginning his industry career in 2024. He is also the owner of Woodrow & High LLC, a small business acquisition unrelated to investment advising. Smith & Wyatt serves individual and corporate clients, including high-net-worth individuals, managing approximately $207 million through a team of eight advisors. The firm offers tailored financial planning, discretionary portfolio management, and estate-planning consulting, with a focus on mutual funds and exchange-traded funds.

Christian Hertl is a CFP® professional with 21 years of industry experience, currently serving at ANTOLINO Wealth Advisors in Columbus, OH. He has held roles at AA Financial Advisors, LLC and Kestra Investment Services, LLC for over a decade. Hertl is also involved with Finances Simplified, a tax and accounting service, where he holds a minority interest. ANTOLINO Wealth Advisors provides financial planning and investment management to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses a multi-dimensional asset allocation approach and offers structured planning and portfolio management services through its proprietary UltraVision System® and UltraVision Club™ membership tiers.

Austin Neal is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Frazier Financial Advisors, LLC, where he has been since 2024, following prior roles at Cambridge Investment Research Advisors, Inc. and The Bishoff Financial Group. Frazier Financial Advisors, LLC provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a range of investment approaches tailored to clients' objectives and risk tolerance and integrates wealth planning with portfolio management, offering in-house accounting and tax preparation services.

Kristina Green is a financial advisor at Trinity Financial Advisors LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of her advisory role, she is involved in real estate property management through GAJL Real Estate Investments, LLC. Trinity Financial Advisors LLC serves individuals and high-net-worth clients as well as business entities, offering customized portfolio management and business-related financial planning. The firm manages approximately $670 million across a five-advisor team, utilizing platforms like eMoney and Addepar to provide ongoing portfolio monitoring and reporting.

Joseph Satira is a CFP® and ChFC® currently with Golden Reserve Retirement, LLC in Dublin, OH. He has prior experience at PNC Investments LLC and PNC Bank, accumulating several years in the financial services industry. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, using a long-term, predominantly passive investment approach based on modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities, and operates with formal affiliations that distinguish its advisory offering.

Tyler Purcell is a financial advisor at Balance Wealth with 13 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Kiplinger Wealth Advisors, Securities America Inc., and Merrill. Outside of finance, he is an owner of The Laundry Spot LLC, a laundromat business in Hamilton, Ohio. Balance Wealth Partners is a registered investment adviser serving individual, high-net-worth clients, and retirement plans. The firm employs diversified, risk-based portfolios using various investment vehicles and analytical approaches, operating from nine offices and collaborating with third-party advisers for implementation and brokerage services.

David Boldger is a financial advisor at Meeder Advisory Services, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Invesco, and Voya Investment Management. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors, and individual investors by providing portfolio management through separately managed accounts and model programs. The firm employs quantitative models and an asset-allocation framework to construct portfolios, often utilizing affiliated mutual funds, and primarily works through intermediaries and institutional plan relationships.

Kathryn Wilson is a financial advisor at Gerber, LLC in Columbus, OH, holding a Series 66 designation with 11 years of industry experience. Her career includes roles at J.P. Morgan Securities, Ameriprise, Clear Course Wealth Advisors, and Raymond James Financial Services. She is part of a two-advisor team at Gerber, LLC. Gerber, LLC serves growth-oriented, first-generation entrepreneurs and provides wealth management, discretionary investment management, entrepreneurial planning, and retirement plan advisory services. The firm employs a primarily long-term investment approach that incorporates fundamental, technical, behavioral, and charting analyses, using diversified portfolios that may include mutual funds, ETFs, individual securities, and alternative strategies tailored to client objectives.

Michael Drummond is a financial advisor with Invest Capital Partners in Columbus, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining Invest Capital Partners in 2020, he worked at Raymond James & Associates and Kinross Search Partners, Inc. Invest Capital Partners serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, providing both discretionary and non-discretionary portfolio management along with stand-alone financial planning. The firm combines portfolio management with comprehensive financial planning, employing methods such as modern portfolio theory and fundamental and technical analysis to tailor investment strategies.

Christopher Brewster is a CFP® with 14 years of industry experience. He is currently with GGM Financial LLC, where he has worked since 2023. His prior experience includes roles at Robert Baird & Co., Morgan Stanley, and Citigroup Global Markets. GGM Financial, LLC serves individuals and families, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients with wealth management, asset management, financial planning, and retirement plan consulting. The firm employs discretionary, goal-based investment strategies tailored to client objectives and risk tolerance, incorporating modern portfolio theory and various analytical methods.

Catherine Cory is a financial advisor with Gryphon Financial Partners in Columbus, OH, holding Series 63 and Series 65 licenses and having 31 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments and Hightower Advisors. She serves as a member or manager of several affiliated investment entities related to Gryphon, all of which represent less than five percent of her professional time. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities, serving both non-high-net-worth and high-net-worth clients. The firm uses an active, diversified approach with tailored model portfolios and is also involved in managing affiliated private investment vehicles and family business services.