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.

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.

Naomi Roberts is a financial advisor at Yarger Wealth Strategies, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Yarger Wealth Strategies in 2020, she worked at Raymond James Financial Services Advisors Inc. from 2014 to 2020. Yarger Wealth Strategies is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary wealth management, financial planning, and retirement-plan advisory services, emphasizing customized portfolios constructed with ETFs, mutual funds, equities, bonds, and, when appropriate, alternative investments.

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.

Aaron Steffan is a financial advisor with W&S Advisory Services, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience, including roles at W&S Brokerage Services since 2013 and Western Southern Life since 2001, where he currently serves as a full-time sales manager. W&S Advisory Services, LLC serves parents and other custodians through a digital-first UGMA wrap-fee program delivered via Fabric’s platform and offers standalone comprehensive financial planning through Western & Southern Life agents. The firm employs a model portfolio approach with automated, non-discretionary allocations managed in partnership with Fort Washington Investment Advisors, focusing on custodial accounts with fixed fees rather than asset-based billing.

Todd Anderson is a financial advisor at Summit Financial Strategies Inc. with Series 65 and Series 66 designations and four years of industry experience. His prior work includes positions at Nationwide Mutual Insurance, JPMorgan, and Merrill. Summit Financial Strategies serves individuals, business entities, trusts, estates, and charitable organizations, offering a range of wealth management and planning services. The firm employs a diversified investment approach using mutual funds, ETFs, individual equities, fixed income, and cash, alongside third-party platforms to facilitate tax-efficient asset management and opportunistic rebalancing.

Benjamin Desatnik is a financial advisor at Columbus Investment Advisory Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Dick's Sporting Goods for five years before joining the advisory field. Columbus Investment Advisory, Inc. provides discretionary portfolio management primarily for individuals and families, including high-net-worth clients, trusts, IRAs, and charitable foundations. The firm uses proprietary fundamental research focusing on undervalued stocks and prefers individual short-to-intermediate maturity bonds, emphasizing transparency and defined maturities.

Keegan Van Meter is a CFP® professional with four years of industry experience, currently serving at Summit Financial Strategies Inc. Prior to his advisory role, he worked at Ohio University and Granville High School. Outside of his financial advisory work, he is involved in managing storage unit facilities through two real estate ventures in Ohio. 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, wealth management, standalone financial and tax planning, and discretionary portfolio management, emphasizing long-term strategies with flexibility for shorter-term trading and alternative investments.

Angela Howard is a financial advisor at National Wealth Management Group, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with National Wealth Management Group since 2016, having also worked at LPL Financial since 2008. Outside of advisory services, she has been involved in offering long-term care and fixed insurance products through several related insurance activities. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client’s needs, with a range of strategies and portfolio management options delivered through multiple program platforms.

Barry Jamieson is a CFP® with nine years of industry experience, currently serving as an advisor at rebel Financial, LLC. He previously worked at CMP Financial Planning for eight years before joining rebel Financial in 2022. rebel Financial, LLC serves individual and high-net-worth investors, pension and profit-sharing plans, and corporate clients, offering customized portfolio management, comprehensive financial planning, investment management, and insurance solutions. The firm combines fundamental and technical analysis with modern portfolio theory and provides additional services such as tax preparation, bookkeeping, and payroll.

Christopher Bartkowski is a financial advisor at Summit Financial Strategies Inc. He holds the CFP®, CFA®, and Series 65 credentials and has five years of industry experience. His prior roles include positions at Corient, Budros, Ruhlin & Roe, Squire Patton Boggs, and Bloomberg BNA. Summit Financial Strategies serves individuals across wealth levels, as well as business entities, trusts, estates, and charitable organizations, offering a range of advisory and planning services. The firm constructs diversified portfolios using multiple asset classes and employs third-party technology platforms to enhance portfolio management, including tax-efficient strategies and managed held-away account services.

Benjamin Skinner is a CFP® with 10 years of industry experience, currently serving at Summit Financial Strategies Inc since 2016. He is based in Columbus, OH, and works within a team of 20 advisors at the firm. Summit Financial Strategies serves individuals—including both non-high-net-worth and high-net-worth clients—along with business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary investment advisory services, bundled wealth management, financial planning, tax planning, and retirement plan services, emphasizing diversified portfolios and fee-only fiduciary standards.

Kris Herminghuysen is a Series 65-licensed advisor at Columbus Investment Advisory Inc. with eight years at the firm and a total of 15 years of industry experience, including a decade as a self-employed financial professional. Based in New Albany, OH, he is part of a five-advisor team. Columbus Investment Advisory provides discretionary portfolio management services primarily to individuals and families, including high-net-worth clients, trusts, IRAs, and charitable foundations. The firm’s investment approach relies on proprietary fundamental research to identify undervalued stocks and emphasizes individual bonds for fixed-income allocations.

Theodore Winders is a CFP®, CFA®, and Series 63-licensed advisor with 16 years of industry experience. He has worked at Yarger Wealth Strategies, LLC since 2023 and previously spent seven years at J.P. Morgan Institutional Investments Inc. Yarger Wealth Strategies is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages discretionary portfolios focused on fundamental analysis with a primarily long-term investment horizon, utilizing a range of investment vehicles including ETFs, mutual funds, equities, bonds, and alternative investments.

Jordan Lindh is a financial advisor at Columbus Investment Advisory Inc. with two years of industry experience. He holds a Series 65 designation and has worked previously at Nationwide Investment Services Corporation. Columbus Investment Advisory provides discretionary portfolio management and limited financial consulting primarily to high-net-worth individuals, families, trusts, IRAs, and charitable foundations. The firm employs a proprietary fundamental research process focused on undervalued stocks and investment-grade bonds, managing approximately $405 million in client assets across about 95 client relationships.

Brian Sutliff is a CFP® and ChFC® with 25 years of experience in financial advising. He has been with Summit Financial Strategies, Inc. since 2005. In addition to his advisory role, he lectures undergraduate financial planning classes at The Ohio State University. Summit Financial Strategies serves individual clients, trusts, estates, charitable organizations, and retirement plans, offering investment advisory, wealth management, and financial and tax planning services. The firm operates as a fee-only advisor with a fiduciary oath and employs both discretionary and non-discretionary portfolio management using a variety of investment vehicles and strategies.

John Dosen is a financial advisor at Columbus Investment Advisory Inc. with four years of industry experience. He holds a Series 65 designation and previously worked at PriceWaterhouseCoopers. Outside of finance, he has experience working in education and landscaping. Columbus Investment Advisory, Inc. provides discretionary portfolio management for individuals and families, including high-net-worth clients, trusts, IRAs, and charitable foundations. The firm employs fundamental research for investment decisions, focusing on stocks trading at significant discounts to target prices and emphasizes transparency and risk controls in portfolio construction.

Samantha Macchia is a CFP® and ChFC® with 25 years of experience in financial advising. She has been with Summit Financial Strategies, Inc. since 1996. Based in Columbus, OH, she currently serves as an advisor at Summit Financial Strategies Inc. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm operates as a fee-only adviser offering investment advisory, wealth management, standalone financial and tax planning, and a discretionary program for smaller accounts, utilizing both long-term and shorter-term investment strategies.