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.

Brian Anderson is a financial advisor at Life, Inc. Retirement Services with 16 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2012 and joined Life, Inc. Retirement Services in 2019. Life, Inc. Retirement Services provides portfolio management, financial planning, and pension/401(k) consulting services to individual clients and small-business plan sponsors, focusing on fundamental analysis and modern portfolio theory to support a long-term investment approach.

Kendall Theil is a financial advisor at Meeder Advisory Services, Inc. with Series 65 and 63 credentials and one year of industry experience. Prior to joining Meeder Distribution Services, Inc., Kendall held roles at Meeder Investment Management, First Mutual Holding Company, Homepoint Financial, and Ohio State University. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors, and individual investors through separately managed accounts and model portfolio programs. The firm uses a quantitative, asset-allocation-driven investment approach and primarily works through intermediaries and institutional plan relationships.

Daniel Wolford is a CFP® professional with 28 years of industry experience. He is currently with Swisher Financial Concepts, Inc., where he has worked since 2011, and previously spent over two decades at The O.N. Equity Sales Company. Outside of financial advising, he is a 50% member of Kidman, LLC, a real estate ownership entity with his spouse. Swisher Financial Concepts serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations, offering fee-based financial planning, investment management, and pension consulting. The firm employs a combination of fundamental and technical analysis to develop client-specific investment policies and also provides tax-preparation and small-business management consulting services.

Matthew Ruttenberg is a financial advisor with Life, Inc. Retirement Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Life, Inc. Retirement Services since 2019 and has worked with Cambridge Investment Research Advisors and Cambridge Investment Research since 2013. Outside of his advisory roles, he is a co-owner of Ruttenberg & Company LLC, a financial planning firm, and part-owner of The Money Twins, a financial education provider. Life, Inc. Retirement Services offers portfolio management, financial planning, and pension/401(k) consulting to individuals and small-business plan sponsors, focusing on long-term strategies guided by fundamental analysis, quantitative models, and modern portfolio theory. The firm serves primarily non-high-net-worth clients and manages a significant portion of assets on a non-discretionary basis.

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.

Alan Woolever is a Series 63 licensed financial advisor with 40 years of industry experience. He is currently with DMK Advisor Group, Inc. and has held roles at BFC Planning, Securities Management & Research, Inc., and American National Insurance Company. In addition to his advisory work, he is active as an agent for life and property & casualty insurance. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm offers discretionary and non-discretionary management using mutual funds and ETFs, combining technical and fundamental analysis, and operates as both a registered broker-dealer and investment adviser sponsoring wrap accounts.

Nicholas Neuville is a financial advisor at WealthBridge Capital Management, LLC with nine years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., Morgan Stanley, Fidelity Investments, and TSG Advice Partners. WealthBridge Capital Management is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, and estates with wealth management, financial planning, and discretionary portfolio management. The firm focuses on building tax-aware portfolios using low-cost ETFs and mutual funds, supplemented by individual securities and independent managers, and manages approximately $710 million in client assets.

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.

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.

Louis Kin Shing Lo is a financial advisor with SWS Advisors, Inc. in Columbus, OH, holding a Series 63 designation and 39 years of industry experience. He has worked at SWS Advisors and Omni Financial Securities since 2020 and previously spent seven years at Cetera Advisors LLC. In addition to his advisory role, he provides part-time tax preparation services for individuals and local small businesses. SWS Advisors, Inc. is a registered investment adviser serving individuals, corporations, businesses, and charitable organizations. The firm manages approximately $50.6 million in discretionary assets across a seven-person advisory team, offering discretionary portfolio management, financial planning, and project-based advice tailored to each client’s Investment Policy Statement.

Ralph Martinez is a financial advisor with SWS Advisors, Inc. in Columbus, Ohio, holding a Series 63 designation and bringing 42 years of industry experience. He has been with SWS Advisors since 2015 and also holds a license as an insurance agent, occasionally offering insurance products alongside his advisory services. SWS Advisors, Inc. is a registered investment adviser serving individuals, corporations, businesses, and charitable organizations with discretionary portfolio management and financial planning services. The firm employs both fundamental and technical analysis and manages approximately $50.6 million in discretionary assets for about 449 client relationships.

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.

David Gilg is a financial advisor at Capital City Asset Management Group, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Capital City and Itt Tech since 2014. In addition to his advisory work, he teaches business management and finance courses at Columbus State Community College. Capital City Asset Management Group is an 11-advisor team providing discretionary investment management and financial planning to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm uses a variety of investment strategies and constructs customized portfolios aligned with clients’ objectives.

Kurt Altrichter is a financial advisor with Life, Inc. Retirement Services in Delaware, OH, holding a Series 65 designation and nine years of industry experience. He previously worked at HighMark Wealth Management and Heritage Wealth Architects. Outside of his advisory role, Mr. Altrichter serves as an Infantry Officer in the Army National Guard and is Treasurer on the Board of Directors for the Saint Thomas Academy Alumni Association. Life, Inc. Retirement Services provides portfolio management, financial planning, and pension/401(k) consulting to individuals and small-business plan sponsors, focusing on a long-term trading approach using fundamental and quantitative analysis. The firm manages most assets on a non-discretionary basis and operates across five offices with a team of four advisors.

Angelo Manzo is a CFP® and CFA® with 17 years of experience in financial advising. He has been with Meeder Advisory Services, Inc. since 2015. Outside of his advisory role, he is a licensed real estate agent and owner of Land Realty in Columbus, OH. Meeder Advisory Services, Inc. provides portfolio management, strategist/sub-advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients. The firm uses proprietary quantitative methodologies to manage portfolios across equities, fixed income, and mutual funds, offering tax-aware and risk-based model solutions with a range of discretionary and non-discretionary program options.

Melanie Taylor is a financial advisor with Brooklyn FI, LLC, holding two years of industry experience. She previously worked at Elwood & Goetz Wealth Advisory Group LLC and has a background that includes roles at the University of Georgia, Athens YMCA, and Columbus High School. Brooklyn FI serves individual and high-net-worth clients, providing discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm emphasizes a primarily passive investment approach using index funds and ETFs, incorporates tax services through an affiliated tax preparation business, and offers educational seminars and public speaking engagements.

Ryan Dunlap is a financial advisor at WealthBridge Capital Management, LLC with 29 years of industry experience. He has held roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Private Client Services before joining WealthBridge in 2018. Dunlap is a licensed insurance professional and holds the Series 63 and Series 65 designations. WealthBridge Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management and financial planning. The firm utilizes tax-aware portfolios primarily consisting of low-cost ETFs and mutual funds, combining fundamental, technical, and cyclical analysis with discretionary oversight.

Kevin Kruse is a financial advisor at Meeder Advisory Services, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Summit Financial Strategies from 2017 to 2024. 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 offers tax-aware and personalized model solutions, often acting as a discretionary manager while serving as a strategist or model provider in non-discretionary programs.

Robert Ostrander is a CFP® professional with 44 years of experience in the financial services industry. He is affiliated with SWS Advisors, Inc., where he has worked since 2008. Ostrander serves on the boards of multiple nonprofit organizations, including America Freedom Project and Floodgate Vision, and is president of Centerpoint Stewardship, Inc., a holistic planning organization for individuals and families. SWS Advisors, Inc. is a registered investment adviser serving individuals, corporations, businesses, and charitable organizations. The firm manages approximately $50.6 million in discretionary assets across about 449 client relationships, offering discretionary portfolio management, written financial planning, and project-based advice tailored to client needs.