Anthony Jones is a financial advisor at rebel Financial, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with rebel Financial since 2015. Rebel Financial serves individual and high-net-worth investors, pension/profit-sharing plans, and corporate clients by providing investment management along with comprehensive financial, retirement, business, and estate planning. The firm combines fundamental analysis and modern portfolio theory in discretionary portfolio management and offers additional services such as tax preparation, bookkeeping, and payroll.

Jill Raderstorf is a financial advisor at Aptus Financial, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Hamilton Capital, LLC and Fifth Third Bank. Outside of her advisory role, she serves as an unpaid advisor to Accelerating Angels, a venture investment firm focused on high-growth, women-owned businesses, where she assists with building due diligence processes. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm emphasizes financial planning over discretionary portfolio management, supporting clients with passive, long-term indexing strategies, structured educational programs, and subscription-based ongoing support.

Bruce Mizer is a Series 65-licensed financial advisor with 24 years of industry experience. He has been with The Joseph Group Capital Management in Columbus, OH since 2011. The Joseph Group Capital Management provides discretionary investment management and financial planning services to individuals, families, trusts, charities, businesses, and retirement plan sponsors. The firm’s investment approach includes multiple named strategies tailored to client goals, an internal Investment Team that meets weekly for market analysis, and a focus on client communications and educational materials.

Meghan Mader is a Certified Financial Planner™ with 21 years of industry experience. She is currently with Asendo Wealth Advisory and has previously worked at TSG Advice Partners, Collaborative Financial Partners, and Ameriprise Financial Services. Asendo Wealth Advisory offers financial planning, investment management, and consulting services to individuals, trusts, charitable organizations, and business entities. The firm employs an institutional modeling system with ETF-centric portfolios and incorporates strategies such as options, inverse ETFs, and third-party managers, while also providing in-house tax preparation and retirement plan consulting.

Kevin Kale is a financial advisor at SWS Partners, LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Manning & Napier Advisors, Ancora Family Wealth Advisors, Inverness Securities, and other firms. Outside of finance, Kale is involved in film production as a silent investor and producer in several independent film ventures and participates in strategic acquisitions and business development in infrastructure, logistics, and digital security platforms. SWS Partners is a five-person advisory team managing approximately $442.6 million in assets, serving individuals, family offices, pension plans, trusts, charitable organizations, and small businesses. The firm combines passive and fundamental active investment strategies and offers discretionary management, financial planning, multi-family office services, and access to alternative investments, including private funds through affiliated entities.

Samuel Nordquist is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 designation with three years of industry experience. Before joining Peak Retirement Planning in 2023, he worked at Republic Services and Chipotle Mexican Grill. He is also licensed as an insurance agent and engages in insurance sales. Peak Retirement Planning serves individual and high-net-worth clients with discretionary investment management and financial planning consulting. The firm offers in-house CPA services and access to estate-planning software, tailoring strategies based on client objectives and risk tolerance while managing approximately $631 million in assets.

Jennifer Poirier is a CFP® professional with three years of industry experience, currently serving at Gryphon Financial Partners in Columbus, OH. She previously worked at PNC Bank for 13 years. 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 focuses on family business sales and exits, succession and legacy planning, and offers discretionary and non-discretionary portfolio management, investment consulting, tax and estate planning, and family office services.

Terry Davis Jr. is a CFP® with over 22 years of experience in the financial services industry. He is currently with Gryphon Financial Partners and has prior experience at U.S. Bancorp Investments, U.S. Bank, Merrill, Natcity Investments, and Nationwide. Outside of advising, he is a co-owner of Crossfit Mason and serves on the boards of T1D Warriors and the Warren County Agricultural Society. Gryphon Financial Partners provides investment advisory and financial planning services to a wide range of clients, including individuals, retirement plans, trusts, estates, and corporations. The firm uses an active, diversified investment approach and offers specialized services such as family business succession planning, discretionary portfolio management, and family office services.

Joshua Richardson is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, with four years of industry experience. He holds a Series 65 designation and previously worked at Genpact and The Sygma Network. In addition to his advisory role, he is involved in the sales of various insurance products. 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, risk tolerance, and time horizon, and features an in-house CPA for tax preparation and consultations as well as an estate-planning software platform.

Andrew Gersbach is a financial advisor with Stirlingshire Investments, holding a Series 63 designation and 19 years of industry experience. Prior to joining Stirlingshire in 2024, he worked at Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, The O.N. Equity Sales Company, Ohio National Financial Services, and New York Life Insurance Company. Outside of his advisory role, he owns Uncle Andy's Hot Sauce, a business producing and distributing premium hot sauces. Stirlingshire Investments serves individuals, trusts, and other entities with discretionary portfolio management, financial planning, and IRA rollover advice. The firm customizes portfolios using a broad range of investment instruments and employs various analytical methods to manage client accounts, typically on a discretionary basis.

Nicholas Boyden is a financial advisor with The Joseph Group Capital Management in Columbus, OH, holding Series 63 and Series 65 credentials and with seven years of industry experience. He has worked exclusively at The Joseph Group Capital Management since 2016. The Joseph Group Capital Management is an SEC-registered advisory team managing approximately $1.09 billion in discretionary assets for individuals, high-net-worth households, and retirement plan sponsors. The firm employs a purpose- and goal-based process with multiple core allocation strategies and specialty offerings, supported by a multi-credentialed investment team and unique client engagement practices such as educational seminars and newsletters.

Jeffrey Gomez is a CFP® professional with 15 years of industry experience. He has worked at G2 Capital Management, LLC since 2017 and previously held roles at Wealthstone Equities, Inc. and Wealthstone, Inc. He is the owner of Sellix International Detection, a holding company for investment-related purposes that is currently inactive. G2 Capital Management is an SEC-registered advisory firm managing approximately $596 million for around 100 clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm uses a proprietary rules-based investment process focused on long-term portfolio construction with low-cost mutual funds and ETFs, while also providing private capital market investments and family-office advisory services.

Benjamin Foor is a CFP® professional with 13 years of industry experience, currently serving at Frazier Financial Advisors, LLC. He has also been affiliated with Private Client Services and Triad Advisors, Inc. Foor provides tax preparation services for clients at Frazier Financial Advisors. Frazier Financial Advisors, LLC serves individuals, high-net-worth clients, pension plans, trusts, and business entities with discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm integrates wealth planning with portfolio management and offers in-house accounting and tax preparation services.

Jason Farris is a CFP® with 17 years of industry experience, currently serving at Waller Financial Planning Group, Inc. in Columbus, OH, where he has worked since 2008. He holds a Series 63 license and is part of a multi-advisor team at the firm. Waller Financial Planning Group serves individual investors across a range of wealth levels, as well as pension and profit-sharing plans and charitable organizations. The firm offers customized investment management and financial planning, utilizing a disciplined approach that combines fundamental and technical inputs to construct and monitor portfolios, supported by regular client communications and educational materials.

Jason Witt is a financial advisor at ANTOLINO Wealth Advisors in Columbus, OH, holding a Series 66 credential with seven years of industry experience. His prior roles include positions at United Wholesale Mortgage and Brooks Running. ANTOLINO Wealth Advisors provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a multi-dimensional asset allocation approach and offers a structured planning process called the UltraVision System®, combining discretionary and non-discretionary portfolio management with the use of advanced financial tools.

Robert Keidan is a CFP® with 46 years of industry experience. He is a principal at Keidan Financial Consultants LLC, where he has worked for 27 years, following a prior role with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) beginning in 1989. He serves as a board member of the Temple Israel Foundation, contributing to policy and volunteer activities. Keidan Financial Consultants provides investment supervisory services and comprehensive financial planning for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm employs a quantitative and research-driven investment process, offering both discretionary and non-discretionary portfolio management alongside retirement rollover guidance and an advisor-managed platform through Pershing.

Tyler Nichols is a Series 65-licensed financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, with one year of industry experience. Prior to joining Peak Retirement Planning, he worked at Scioto Country Club and 4K Landscape. Peak Retirement Planning serves individual and high-net-worth clients, providing discretionary investment management, financial planning consulting, and related services. The firm offers personalized advice based on clients’ objectives, time horizon, and risk tolerance, supported by an in-house CPA for tax preparation and access to estate-planning software through a third party.

William Ratcliff is a financial advisor at rebel Financial, LLC with 21 years of industry experience. He holds a Series 66 designation and has been with rebel Financial since 2013. Prior to that, he worked at Axa Advisors, LLC starting in 2006. Rebel Financial serves individual and high-net-worth investors, as well as pension/profit-sharing plans and corporate clients, providing customized portfolio management, financial planning, investment management, and insurance solutions. The firm integrates fundamental and technical analysis with modern portfolio theory and offers a range of service tiers and digital products alongside accounting and payroll services.

Eric Eberts is a financial advisor at Keidan Financial Consultants LLC in Columbus, OH, with 19 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and has been with Keidan Financial Consultants since 2012. Keidan Financial Consultants provides investment supervisory services and financial planning to individuals, trusts, high-net-worth clients, and employer-sponsored retirement plans. The firm combines risk-tolerance assessment with asset allocation modeling and quantitative tools, offering both discretionary and non-discretionary portfolio management primarily through mutual funds, ETFs, and fixed-income securities.

Brandon Boychuk is a financial advisor with ANTOLINO Wealth Advisors in Columbus, OH, holding credentials including CFP® and ChFC® with 10 years of industry experience. His prior work includes positions at Kestra Investment Services, Bank of America, and Merrill. Outside of advising, he owns an auto detailing business. ANTOLINO Wealth Advisors offers financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm utilizes a multi-dimensional asset allocation approach, incorporating various investment models and planning tools to create custom portfolios and ongoing reviews.