Kristina Green is a financial advisor at Trinity Financial Advisors LLC in Columbus, OH, holding a Series 66 designation and six years of industry experience. She previously worked at Thrivent Financial and Thrivent Investment Management Inc from 2019 to 2022. Outside of her advisory role, she manages a real estate property management business. Trinity Financial Advisors LLC serves individuals and high-net-worth clients, providing customized portfolio management and business financial planning. The firm employs a team approach to managing approximately $670 million across over 200 client relationships, utilizing tools like eMoney and Addepar for 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 licenses and has previously worked at Kiplinger Wealth Advisors and Securities America Inc. 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 that serves individual and high-net-worth clients as well as defined contribution and defined benefit plans. The firm offers discretionary investment management and financial planning through a team approach, managing diversified portfolios using a range of asset types and analytical methods.

David Boldger is a financial advisor at Meeder Advisory Services, Inc. with nine years of industry experience and holds a Series 66 credential. His prior roles include positions at Invesco, Edward Jones, and Voya Investment Management. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors, and individual investors through separately managed accounts and model/strategist programs. The firm’s investment approach emphasizes quantitative models and an asset-allocation framework, often utilizing affiliated mutual funds and providing services primarily 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®-certified financial advisor with 14 years of industry experience, currently practicing at GGM Financial LLC in Columbus, OH. His prior roles include positions at Commonwealth Financial Network and Gloeckner Green McCabe Financial. GGM Financial, LLC serves individuals, families, trusts, pension plans, charitable organizations, and corporate clients with wealth management, financial planning, and retirement consulting. The firm employs discretionary, goal-based investment strategies aligned with client objectives and risk tolerance, using a combination of modern portfolio theory and various analytical methods.

Shahrokh Minoui is a financial advisor at Capital City Asset Management Group, LLC with 31 years of industry experience. He has been with Capital City Asset Management Group and Capital City Securities since 2019 and previously spent 10 years at Ameriprise Financial Services, Inc. Outside of his advisory role, Minoui is involved in managing several trusts and limited liability companies unrelated to financial services. Capital City Asset Management Group provides discretionary asset management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm builds customized portfolios based on client-specific factors and employs various investment strategies, including contrarian and tactical asset allocation, while also utilizing third-party managers as needed.

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.

Matthew Reber is a financial advisor at Windsor Advisory Group, LLC in Columbus, Ohio, holding a Series 65 designation with one year of industry experience. Prior to joining Windsor Advisory Group, he worked at KPMG LLP and has experience in education and other fields. Windsor Advisory Group provides family office and wealth advisory services primarily to high net worth individuals, families, and family offices. The firm offers personalized financial planning and management across public and private markets, including private equity and private placements, with an emphasis on manager selection, due diligence, and discretionary client relationship management.

Bianka Fisher is a financial advisor at Parallel Equity Advisors Ltd. in Dublin, OH, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Parallel Equity Advisors, she was affiliated with Fortune Financial Services, Inc. and Symphony Partners as a registered representative and insurance agent respectively. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management to individuals, retirement plans, trusts, estates, and charitable organizations, focusing on non-discretionary portfolio management and ERISA plan advisory services tailored to client objectives.

Brianne Cronenwett is a CFP® and holds a Series 65 license with eight years of industry experience. She has been with Hamilton Capital since 2018, including its predecessor entity, and is currently based in Columbus, OH. Prior to joining Hamilton Capital, her work history includes roles at Lance Hoccutt Financial and brief employment at Chick-fil-A Willowbrook. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, and institutional accounts such as foundations and endowments. The firm employs a top-down, macroeconomic-driven investment approach and manages diversified portfolios through various vehicles, including mutual funds, ETFs, and alternative investments, while also sponsoring affiliated private investment funds.

Matthew Backiewicz is a financial advisor at Hamilton Capital with two years of industry experience. He holds a Series 65 credential and previously worked at Ephatha Group and Dawson. Outside of his advisory role, he is the founder and CEO of Ephatha Group, a sales consulting business. Hamilton Capital provides wealth and investment management to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and endowments. The firm employs a top-down, macroeconomic-driven investment process and offers diversified portfolio solutions, including private funds and ESG options upon client request.

Carson Cooke is a CFP® professional with four years of industry experience, currently serving at Everhart Advisors since 2020. Prior to this, he spent one year at JP Morgan. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, as well as wealth management and financial planning for individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment approach and offers integrated services including tax, accounting, and limited family-office support.

Brendan Pittman is a financial advisor at Hamilton Capital in Columbus, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Hamilton Capital, he worked at FastTrac Marketing Group and Ameriprise Financial, and he also has a background in higher education at The University of Akron. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and retirement plans. The firm employs a top-down, macroeconomic-driven investment process to construct diversified portfolios across a broad range of asset classes and investment vehicles.

John Chess is a financial advisor at Concorde Asset Management, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked with firms including Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of advisory roles, he is president of Realty Invest, a real estate brokerage based in Columbus, OH. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm employs model-based strategies and acts as an overlay manager, tailoring portfolios according to client objectives and risk tolerances.

Peter Geldis is a CFP® professional with 19 years of experience, currently serving as an advisor at Hamilton Capital. He has been with Hamilton Capital Management Inc since 2015. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, and institutional accounts such as foundations and endowments. The firm employs a top-down, macroeconomic-driven investment process to construct diversified portfolios and manages both pooled investment vehicles and private investment funds.

Bart Butler is a CFP® professional with 26 years of industry experience, currently serving as an Investment Advisor Representative at Signature Equity Partners, LLC. His prior roles include a long tenure at VALIC Financial Advisors, Inc., as well as positions at Agia and OSAIC Wealth, Inc. He is also the author of a personal book titled *The Right Side of Money*, which he distributes to clients and friends without charge. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement-plan consulting through a network of independent advisory affiliates.

Jason Parrish is a financial advisor at Simplicity Wealth with 22 years of industry experience. He holds a Series 66 designation and has previously worked at firms including ClearVision Planning LLC, LifePro Asset Management, Merit Advisors, Kestra Financial Services, and Goldberg, Clouse And Edgell. Parrish serves as a board member of the 40 West Park Condominium Association in Westerville, Ohio. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, and offers a technology-driven platform that supports advisers with portfolio management, model monitoring, and operational services.

Robert Hamilton is a CFP® and Series 65-licensed advisor with eight years of industry experience. He has been with Hamilton Capital since 2018, initially at Hamilton Capital Management, Inc., and continuing at Hamilton Capital, LLC since 2021. Hamilton Capital provides wealth and investment management to individuals, including high-net-worth clients, as well as institutional accounts such as foundations, endowments, and retirement plans. The firm employs a top-down, macroeconomic-driven investment approach and manages a variety of investment vehicles, including pooled funds and private investment funds.