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.

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, Ohio, holding Series 63 and Series 65 licenses with two years of industry experience. She has previously worked with Fortune Financial Services, Inc. and Symphony Partners in roles including registered representative and insurance agent. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management services to individuals, retirement plans, trusts, estates, and charitable organizations, emphasizing non-discretionary portfolio management with client consultation prior to trades.

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® with four years of industry experience, currently serving at Everhart Advisors since 2020. Prior to joining Everhart, he worked at JP Morgan in 2019. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities. The firm employs a long-term, buy-and-hold investment approach, uses model portfolios, and may allocate assets to third-party sub-advisers, offering services that include portfolio management, participant education, and coordinated tax and accounting 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® with 27 years of industry experience. He is currently an Investment Advisor Representative at Signature Equity Partners, LLC, joining the firm in 2025 after prior roles at Agia and Valic Financial Advisors. Butler 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 provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm uses a multi-team structure and offers customized portfolio management and financial planning, leveraging the Vision2020 Wealth Management Platform and various portfolio monitoring and overlay services.

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 ClearVision Planning LLC, LifePro Asset Management, Merit Advisors, Kestra Financial Services, and Goldberg, Clouse and Edgell. Outside of his advisory work, Parrish serves as a board member for the 40 West Park Condominium Association. 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 uses a fund-of-funds approach with ETFs, mutual funds, and individual securities to build model portfolios, and offers advisory services combined with technology and operational solutions for other advisers.