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 is a CFP® professional with over 21 years of experience in the financial services industry. He is currently with Gryphon Financial Partners and previously worked at U.S. Bancorp Investments, Inc. and U.S. Bank for 12 years. Outside of his advisory role, he co-owns a Crossfit gym and serves on the boards of a nonprofit organization and a county fair board. 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 employs an active, diversified “total portfolio” approach and offers both discretionary investment management and consulting, with specialties in family business sales, retirement, legacy planning, and family office services.

Hannah Fitzpatrick is a CFP® professional at Summit Financial Strategies Inc with four years of industry experience. She has been with Summit Financial Strategies since 2016. Summit Financial Strategies serves individuals across wealth levels, business entities, trusts, estates, and charitable organizations with a range of advisory services including discretionary and non-discretionary investment management, financial planning, tax planning, and retirement plan services. The firm emphasizes diversified, long-term portfolios while allowing flexibility for client-directed strategies and employs technology platforms to support tax-efficient asset management and rebalancing.

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.

Samuel La Vielle is a CFP® professional at Summit Financial Strategies Inc with four years of industry experience. Prior to his current role, he held positions at Bank of America and Equis Financial. Outside of his advisory work, he serves as an assistant swim coach for Olentangy Orange Schools. Summit Financial Strategies provides investment advisory and wealth management services to individuals, business entities, trusts, estates, and charitable organizations. The firm emphasizes diversified, long-term portfolio allocations while offering discretionary and non-discretionary services, tax planning, and retirement plan management.

Jason Witt is a financial advisor at ANTOLINO Wealth Advisors in Columbus, OH, holding a Series 66 designation with six years of industry experience. Prior to joining ANTOLINO, he worked at United Wholesale Mortgage and has been associated with AA Financial Advisors and Kestra Investment Services since 2019. Outside of his advisory role, he is involved with AA Financial Advisors: Antolino & Associates. ANTOLINO Wealth Advisors provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses a multi-dimensional asset allocation approach called the ABC’s of Cashflow™, employing a variety of investment models and tools to create customized portfolios and ongoing reviews.

Timothy Swain is a CFP® professional with 13 years of industry experience, currently serving at Summit Financial Strategies Inc in Columbus, OH. He has been with Summit Financial Strategies since 2016. Summit Financial Strategies serves individuals and entities including trusts, estates, and charitable organizations, offering discretionary and non-discretionary investment advisory services along with financial planning, tax planning, and retirement plan services. The firm operates as a fee-only adviser with a fiduciary oath requirement and emphasizes diversified, long-term portfolio construction while employing advanced tools and strategies.

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.

Patrick Brobeck is a financial advisor with E. A. Horwitz LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He also serves as Deputy Director of Quality Assurance for the Ohio Attorney General’s Office, where he works on process improvement and quality control. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, focusing on a conservative, principal-preservation investment philosophy tailored to individual needs. The firm integrates risk management tools such as options and fixed-income trading and maintains a combination of small-firm client focus with institutional trading and compliance infrastructure.

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.

Michael Parker is a CFA® charterholder with nine years at SWS Partners, LLC and a previous nine-year tenure at OPERS, totaling 18 years in the financial industry. He serves on the board of The 1976 Club, which manages the rowing program at Orchard Lake St Mary's School. SWS Partners, a five-person advisory team managing approximately $442.6 million in assets, offers discretionary investment management, financial planning, OCIO, and multi-family office services to individuals, family offices, pension plans, trusts, estates, charitable organizations, and small businesses. The firm combines passive asset-class exposures with fundamental, research-driven active selection and provides services such as wrap-fee programs, third-party model licensing, and access to private funds and alternative investments.

James Parker is a financial advisor at SWS Partners, LLC in Columbus, OH, holding a Series 66 designation with 24 years of industry experience. He has been with SWS Partners since 2015 and previously worked at American Express Financial Advisors. Parker is also the owner of Parker Asset Strategies Group, a financial services business. SWS Partners manages approximately $442.6 million in assets with a five-person advisory team, providing discretionary investment management, financial planning, OCIO, and multi-family office services to a range of clients including high-net-worth individuals, family offices, and charitable organizations. The firm combines passive asset-class exposures with fundamental, research-driven active selection and is known for its involvement in pooled investment vehicles and wrap-fee wealth management programs.

Jason Burkholder is a CFP® and CFA® with 17 years of industry experience. He has been with ANTOLINO Wealth Advisors since 2026, previously working for New Legacy Financial Group, LLC for 17 years. ANTOLINO Wealth Advisors provides financial planning and investment management to individuals, high-net-worth clients, trusts, estates, and retirement plans, using a multi-dimensional asset allocation approach called the ABC’s of Cashflow™. The firm offers a planning process known as the UltraVision System® and employs various portfolio management strategies, including discretionary and non-discretionary management and pension consulting.

Case Belger is a financial advisor at rebel Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining rebel Financial, he worked at Amazon and The Ohio State University. rebel Financial serves individual and high-net-worth investors, pension and profit-sharing plans, and corporate clients by providing customized portfolio management, comprehensive financial planning, investment management, and insurance solutions. The firm also offers tax preparation, bookkeeping, and payroll services, combining fundamental and technical analysis with modern portfolio theory in its investment process.

Jack Hewitt is a CFP® professional with Series 63 and Series 65 licenses currently affiliated with ANTOLINO Wealth Advisors in Columbus, OH. He has been working in the financial advisory industry since 2023, including roles at Lifetime Financial Growth and Advanced Retirement Design. Prior to his financial career, he was a student for seven years. ANTOLINO Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans with financial planning and investment management services. The firm uses a multi-dimensional asset allocation approach called the ABC’s of Cashflow™ and offers proprietary planning and membership programs alongside discretionary and non-discretionary portfolio management.

Mark Coffey is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Summit Financial Strategies Inc since 2010. He holds the Series 63 designation and is based in Columbus, OH. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory and wealth management services alongside standalone financial and tax planning, employing primarily long-term investment strategies with access to a variety of portfolio management options.

Luke Salcone is a CFP® professional with 11 years of experience in financial advising, currently with Summit Financial Strategies Inc. He has been with Summit in various capacities since 2015. Outside of finance, he has experience in the food service industry through Bruegger's Bagels DBA North Coast Bakeries, where he worked for 11 years. Summit Financial Strategies serves individuals, business entities, trusts, estates, and charitable organizations with a range of advisory services including investment management, financial planning, tax planning, and retirement plan services. The firm employs diversified investment strategies and incorporates technology such as AI and third-party platforms to enhance portfolio management and tax efficiency.