Neil Patel is a financial advisor at Meeder Advisory Services, Inc. with one year of industry experience. He holds a Series 65 designation. Prior to joining Meeder Advisory Services, he held roles at The Ohio State University and Total Care Therapy. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors and their participants, and individual investors through separately managed accounts and model/strategist programs. The firm uses a quantitative investment process implemented via SMAs, model portfolios, and Meeder-branded funds, primarily working through intermediaries and institutional plan relationships.

Samuel Russo is a financial advisor at Lasting Mark Retirement Group LLC in Dublin, OH, holding a Series 65 designation. He has approximately three years of industry experience, including prior roles at White Oak Partners, Steiner & Associates, Crowe, LLP, and The Siegfried Group. Lasting Mark Retirement Group serves individual and high-net-worth clients, particularly those in or nearing retirement, by providing ongoing portfolio management and integrated financial planning. The firm operates as a team of about a dozen advisers and manages roughly $109 million for nearly 500 client households across multiple offices.

Andrew Keeler is a CFP® with 32 years of industry experience, currently serving at Keeler & Nadler Family Wealth in Dublin, OH. He has worked at Purshe Kaplan Sterling Investments since 2014 and also holds a leadership role as president of Keeler & Nadler Financial Planning and Wealth Management. Outside of his advisory duties, he serves as a member of the Dublin City Council, participating on the Finance Committee. Keeler & Nadler Family Wealth advises individuals, trusts, estates, small businesses, charitable organizations, and retirement plans, delivering wealth management that integrates investment management with financial planning. The firm employs diverse analytic approaches and manages accounts on both discretionary and non-discretionary bases, providing access to third-party managers and a broad range of investment vehicles.

Kendall Theil is a financial advisor at Meeder Advisory Services, Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Meeder Investment Management, First Mutual Holding Company, Homepoint Financial, and Ohio State University. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors and participants, and individual investors through separately managed accounts and model/strategist programs. The firm uses quantitative models and an asset-allocation framework to manage equity, fixed income, and cash portfolios, often incorporating affiliated Meeder mutual funds and providing strategist services to other advisers.

Connor Cormier is a Series 65-licensed financial advisor with Golden Reserve Retirement, LLC, based in Dublin, Ohio. He has been in the financial services industry since 2020, with prior experience at First Guardian Financial and roles in media and retail before that. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification using modern portfolio theory. The firm integrates affiliated estate-planning and tax services within a fixed annual fee structure, offering tailored advice and ongoing portfolio management.

Rita Itsell is a Series 65-licensed financial advisor at PDS Planning Inc with 12 years of industry experience. She has been with PDS Planning since 2002. PDS Planning Inc is a fee-only registered investment adviser serving individual clients, business entities, pension plans, charitable institutions, and non-profits. The firm focuses on planning-driven investment decisions and offers comprehensive financial planning and investment advisory services, including retirement-plan consulting and estate coordination.

Michael Johnson is a financial advisor at Capital City Asset Management Group, LLC with nine years of industry experience. He holds a Series 63 designation and has been self-employed since 2009. Johnson is also president of Michael Johnson Insurance Inc., an insurance business specializing in life, health, and annuities. Capital City Asset Management Group, LLC is an 11-advisor team that provides discretionary investment management and financial planning to a range of clients including individuals, retirement plans, trusts, and corporations. The firm offers customized portfolios employing diverse strategies across various asset classes, with management typically conducted on a discretionary basis.

Tad Herrington is a CFP® and holds a Series 66 designation with 11 years of industry experience. He is currently affiliated with PDS Planning Inc and has worked at several firms including Wealth Launch, LLC and SWS Partners, LLC. He is the founder of Wealth Launch Planning Solutions, a practice management consulting business serving financial advisors. PDS Planning, Inc. is a fee-only registered investment adviser managing approximately $2.17 billion for about 600 clients, including individuals, business entities, pension plans, and charitable organizations. The firm offers customized financial planning and portfolio management, employing a disciplined investment approach that includes diversified asset allocation across ETFs, mutual funds, separately managed accounts, individual securities, and fixed income.

Anthony Zrinyi is a financial advisor at Golden Reserve Retirement, LLC with nine years of industry experience. He has worked previously at Northwestern Mutual and Gibbs Butcher and Brews. Outside of his advisory role, he has experience as a bartender and server. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management, retirement planning, and related tax and estate planning services. The firm emphasizes long-term trading and diversification with a preference for passive, low-cost investments, and integrates affiliated legal and tax services into its offering.

Kurt Brown is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at PDS Planning, Inc. in Dublin, OH. He has been with PDS Planning since 2010. PDS Planning, Inc. is a fee-only registered investment adviser that provides comprehensive financial planning and investment advisory services to individuals, high-net-worth households, business entities, pension plans, charitable institutions, and non-profit organizations. The firm emphasizes planning-driven investment decisions, ongoing portfolio monitoring, and a fiduciary standard, offering a fixed-fee model for client engagements and a range of services including retirement-plan consulting and business succession planning.

James Morton is a financial advisor with Meeder Advisory Services, Inc. in Dublin, Ohio, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Huntington National Bank, United States Navy, Cetera Investors, and Nick Ryans. Meeder Advisory Services, Inc. provides portfolio management, strategist/sub-advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients through separately managed accounts, model portfolios, and Meeder Investment Portfolios. The firm uses proprietary quantitative methodologies and model construction to allocate across various asset classes and offers tax-aware and age- or risk-based model solutions.

David Grimm is a financial advisor at 15 Wealth Advisors LLC in Dublin, Ohio. He holds a Series 65 designation and previously worked at Superior Plastics Inc for over 26 years. 15 Wealth Advisors is a registered investment adviser that offers discretionary portfolio management, financial planning, and employer-focused retirement plan consulting. The firm uses customized portfolios incorporating ETFs and various analytical approaches, providing ongoing monitoring and periodic reviews for its clients.

Joseph Tocyloski is a financial advisor with Meeder Advisory Services, Inc. in Dublin, Ohio. He holds a Series 63 designation and has 36 years of industry experience, including over 10 years with Meeder. Outside of his advisory role, he has a financial interest in a boutique business, J Lor Fashions Inc. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors and participants, and individual investors through separately managed accounts and model/strategist programs. The firm uses quantitative models and an asset-allocation framework to manage portfolios, often incorporating affiliated mutual funds and providing strategist and model services primarily through intermediaries and institutional plan relationships.

Christian Carey is a financial advisor with Golden Reserve Retirement, LLC in Dublin, Ohio, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Ameriprise and Edward Jones. Carey is also a licensed insurance agent affiliated with Golden Reserve, LLC, where he engages in the recommendation and sale of insurance products and fixed annuities. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification with an emphasis on passive, low-cost investments. The firm integrates affiliated estate-planning legal and tax services within its fixed annual fee structure.

Timothy Burkett is a CFP® and holds a Series 65 license with six years of industry experience. He has been with Keeler & Nadler Family Wealth since 2020 and previously worked at NorthAvenue LLC and Partnership Financial LLC. Before entering financial advising, he spent over a decade at the US Trotting Association. Keeler & Nadler Family Wealth provides wealth management services to individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing a range of analysis methods and investment tools tailored to clients’ goals and risk tolerances.

Kyle Euton is a financial advisor with PDS Planning Inc in Dublin, OH, holding Series 65 and Series 63 designations and bringing 11 years of industry experience. He has worked at PDS Planning since 2020 and previously spent six years with Fidelity Brokerage Services, LLC. PDS Planning, Inc. is a fee-only registered investment adviser serving individuals, business entities, pension plans, and charitable organizations with tailored financial planning and portfolio management. The firm manages approximately $2.17 billion and employs a disciplined investment approach that includes ETFs, mutual funds, separately managed accounts, and independent managers, with a focus on fixed-fee advisory services and specific policies on cryptocurrency and AI governance.

Andrew Barton is a CFP® certificant with 13 years of experience in financial advising. He is currently with Boldin Advisors, a team-based firm, and has held prior roles at Facet, MEEDER Investment Management, and Libertas Wealth Management Group. Outside of financial advising, he is the owner and board member of Uncle D, LLC, a printing services and product promotion business. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on low-cost, diversified indexed funds and ETFs with a long-term, buy-and-hold investment approach. The firm operates multiple offices with a six-advisor team and charges fixed, hourly, or annual fees rather than percentage-based fees.

Phillip Huff is a financial advisor at Golden Reserve Retirement, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms including Independence Wealth Advisors, LLC and AlphaStar Capital Management, LLC. In addition to his advisory role, he is a licensed insurance agent affiliated with Golden Reserve, LLC, where he recommends and services insurance products and fixed annuities. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, focusing on long-term, low-cost investing guided by modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities, with formal affiliations that integrate legal and tax expertise into its advisory offerings.

Shyam Mayadev is a financial advisor with Capital City Asset Management Group, LLC, holding the ChFC® and Series 63 credentials and bringing 41 years of industry experience. He has operated Mayadev Pension & Financial Services since 1978 and Shyam Mayadev, CHFC, CLU & Associates since 1987. Mayadev also serves as an independent insurance agent, selling and servicing health, fixed annuities, and life insurance products. Capital City Asset Management Group is a team of 11 advisors managing approximately $43.3 million in discretionary assets. The firm provides customized investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, and businesses, utilizing a range of strategies across multiple asset classes.

Matthew Barnes is a financial advisor at Golden Reserve Retirement, LLC with two years of industry experience. He holds the Series 66 designation and has prior experience with The Prudential Insurance Company of America and Pruco Securities LLC. Barnes is also a licensed insurance agent affiliated with Golden Reserve, LLC, where he sells and services insurance products and fixed annuities. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, emphasizing long-term, predominantly passive investing based on modern portfolio theory. The firm integrates estate-planning and tax-preparation services through affiliated entities and employs a discretionary management approach tailored to client goals.