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.

Alexis Mitchell is a financial advisor at Golden Reserve Retirement, LLC in Dublin, OH, with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at PFS Investments Inc., Primerica Financial Services, Herbalife Nutrition, BDO USA, and Lake Erie College. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on tailored advice with an emphasis on long-term trading and diversification through passive, low-cost investments. The firm offers integrated estate-planning and tax services as part of a negotiated fixed annual fee structure.

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.

Joshua Colwill is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Golden Reserve Retirement, LLC. Prior to joining Golden Reserve, he worked at Northwestern Mutual and U.S. Bank. He is also a licensed insurance agent through Golden Reserve, LLC, involved in the recommendation and sale of insurance products and fixed annuities. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing a long-term, predominantly passive investment approach based on modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities and maintains formal affiliations with a law firm and tax affiliate as part of its advisory package.

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.

John Forloine is a CFP® professional with 15 years of industry experience, currently serving at Golden Reserve Retirement, LLC since 2022. His prior roles include positions at The Pension Group, McCarthy & Cox Retirement & Estate Planning Specialists, Commonwealth Financial Network, Nationwide Securities, Merrill, and Wells Fargo Clearing. He is also a licensed insurance agent engaged in commissionable insurance sales through Golden Reserve, LLC. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversified portfolios grounded in modern portfolio theory. The firm integrates estate-planning and tax services and employs a fixed annual fee model rather than an asset-based percentage fee.

Laurie Licata is a CFP® professional with seven years of industry experience, currently serving as part of the team at PDS Planning Inc in Dublin, OH. She has been with PDS Planning since 2008, totaling 18 years at the firm. PDS Planning Inc is a fee-only registered investment adviser that offers financial planning and portfolio management to individuals, business entities, pension plans, and charitable organizations. The firm manages approximately $2.17 billion across about 600 clients and employs a fixed-fee structure for its advisory services, providing customized financial plans and investment strategies that include ETFs, mutual funds, separate accounts, and direct equities and fixed income.

Eric Kelemen is a financial advisor with MDRN Capital, holding Series 65 and Series 63 registrations. He has experience in the financial industry beginning in 2011, including roles at Huntington National Bank, Golden Reserve, and Park National Bank before joining MDRN Capital. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and constructs portfolios using independent managers and low-cost mutual funds and ETFs, focusing primarily on a long-term investment approach.

Kurt Hildebrand is a financial advisor at Capital City Asset Management Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kestra Investment Services, Kestra Advisory, and Capital City Partners, Inc. Hildebrand also operates The Hildebrand Financial Group, which provides insurance services and college planning programs, and supports a martial arts program pro-shop at the local YMCA. Capital City Asset Management Group offers discretionary asset management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm creates customized portfolios based on client-specific factors and employs a range of investment strategies, sometimes utilizing third-party managers to implement these approaches.

Matthew Schaefer is a financial advisor at Golden Reserve Retirement, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at The Superlative Group from 2013 to 2020. Outside of advisory services, he holds a licensed insurance agent role, recommending and selling commissionable insurance products through Golden Reserve, LLC. 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 estate-planning and tax services as part of its fixed annual fee structure.

Jacob Martin is a CFP® with eight years of industry experience. He has worked at The Joseph Group from 2013 to 2025 and subsequently at NorthAvenue Financial Advocates before joining Keeler & Nadler Family Wealth, LLC in 2025. Keeler & Nadler Family Wealth provides wealth management services combining investment management and financial planning for individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing a broad range of analysis methods and incorporates tools such as margin, leverage, and derivatives in client strategies.

Anna Christine is a financial advisor with Golden Reserve Retirement, LLC, holding a Series 65 credential and two years of industry experience. She is also a partner and owner of AlerStallings, LLC, where she is involved in estate planning legal work. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, using a long-term, predominantly passive investment approach tailored to client goals. The firm offers discretionary management and integrates estate-planning and tax-preparation services through affiliated entities.

Clayton Kreuz is a financial advisor at Golden Reserve Retirement, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Summit Financial and The Ohio State University. In addition to his advisory role, he is a licensed insurance agent affiliated with Golden Reserve, LLC, where he is involved in the recommendation, sale, and service 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 using a modern portfolio theory approach. The firm integrates affiliated legal and tax services within its negotiated fixed annual fee structure.

James Hamilton is a financial advisor with PDS Planning Inc in Dublin, Ohio, holding 26 years of industry experience. He has been with PDS Planning since 1993 and Royal Alliance Associates, Inc. since 1994. PDS Planning Inc is a fee-only registered investment adviser serving individual clients, business entities, pension plans, charitable institutions, and non-profit organizations. The firm provides comprehensive financial planning and investment advisory services with a planning-driven approach, including retirement-plan consulting, executive compensation, business succession planning, and estate coordination.

Taylor England is a CFP® professional with one year of experience at Consolidated Financial. He has held roles at Beverage Marketing Group, LLC, and serves as a Staff Sergeant in the Ohio Army National Guard. Outside of finance, he works part-time in beverage marketing and military coordination. Consolidated Financial Management Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management, financial planning, consulting, and pension plan services, constructing portfolios using equities, ETFs, bonds, and mutual funds.

David Lien is a financial advisor at Meeder Advisory Services, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, CrowdStreet Capital, Emerson Equity, and Altegris Investments. 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 asset classes and offers tax-aware, age- or risk-based model solutions, often acting as a discretionary manager while serving as a strategist or model provider in non-discretionary programs.

Andrew Roseberry is a financial advisor with Consolidated Financial in Dublin, OH, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Consolidated Financial since 1998. In addition to his advisory role, he is an independent insurance agent specializing in property and casualty insurance. Consolidated Financial Management Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management, financial planning, consulting, and pension/401(k) plan services, constructing portfolios from a range of securities and offering both discretionary and non-discretionary management.

Todd White is a financial advisor at Golden Reserve Retirement, LLC in Knoxville, TN, holding a Series 65 license with eight years of industry experience. He has been with Golden Reserve Retirement since 2017, following a year at James Hardie Building Products. Outside of his advisory role, he is a licensed insurance agent affiliated with Golden Reserve, LLC, where he recommends and sells 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 aligned with clients’ goals. The firm integrates estate planning and tax-preparation services through affiliated entities and utilizes a subadvisor for certain investment strategies.

Dustin Knoedler is a financial advisor at Golden Reserve Retirement, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including MWA Financial Services Inc, Modern Woodmen of America, OneAmerica Securities, American United Life, and Kemper. Outside of advising, he is a part owner of American Energy Choice LLC, a business involved in electricity and natural gas supply. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, focusing on long-term, predominantly passive investing guided by modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities and distinguishes itself with formal affiliations to a law firm and a tax affiliate integrated into its advisory offerings.

Ted Clark is a financial advisor with Meeder Advisory Services, Inc. in Dublin, Ohio, holding a Series 66 designation and 24 years of industry experience. He has been with Meeder Advisory Services since 2014. Meeder Advisory Services primarily serves financial intermediaries, retirement plan sponsors and their participants, and individual investors, offering portfolio management across equity, fixed income, and cash solutions. The firm’s investment approach relies on quantitative models and an asset-allocation framework, often utilizing affiliated mutual funds and providing strategist and model services to other advisers and platforms.