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.

Kurt Grove is a CFA® charterholder at SWS Partners, LLC with six years at the firm and four years of industry experience. He previously worked five years at the Ohio Public Employee Retirement System. SWS Partners manages approximately $442.6 million in assets with a five-person advisory team, providing discretionary investment management, financial planning, outsourced CIO, and multi-family office services to a range of clients including high-net-worth individuals, family offices, pension plans, and charitable organizations. The firm employs a blend of passive asset-class exposures and fundamental active selection, managing portfolios on a discretionary basis while offering proprietary model portfolios and access to alternative investments.

Mark Palmer is a financial advisor with The Joseph Group Capital Management in Columbus, Ohio, holding 26 years of industry experience. He has been with The Joseph Group since 1999. Palmer serves as the chair of the Investment Committee on the Ohio Bureau of Workers' Compensation Board of Directors, where he is one of two members with expertise in investments and securities. The Joseph Group Capital Management provides discretionary investment management and financial planning to individuals, families, trusts, charities, and businesses, as well as consulting to retirement plan sponsors on investment platforms and fiduciary matters. The firm employs a strategy-based approach tailored to client goals and emphasizes client communications and education through regular market analyses and portfolio reporting.

Ralph Antolino Jr. is a financial advisor at ANTOLINO Wealth Advisors with 42 years of industry experience. He holds a Series 63 designation and has worked at Kestra Investment Services, LLC since 2016. In addition to his financial advisory work, he is a licensed attorney and serves as a director of The Carmella Foundation, Inc., a charitable organization. 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 known as the ABC’s of Cashflow™, offering customized portfolio management and ongoing planning through its UltraVision System® and UltraVision Club™ membership tiers.

Jonathan Bailey is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He has been with The Joseph Group Capital Management since 2025, following an 11-year tenure at rebel Financial, LLC. The Joseph Group Capital Management provides discretionary investment management and financial planning services to individuals, families, trusts, charities, and businesses, as well as consulting for retirement plan sponsors. The firm’s investment approach includes several named strategies tailored to client goals, supported by weekly market analysis and a focus on client communications and educational materials.

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.

Austin Altenburg is a financial advisor with Gryphon Financial Partners in Columbus, OH, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch Pierce, Fenner & Smith. He also engages in insurance sales, providing various insurance products to clients. Gryphon Financial Partners offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm employs an active, diversified “total portfolio” approach and provides both discretionary investment management and consulting, with specialties in family business sales, retirement and legacy planning, and family office services.

Todd Walter is a CFP® and Series 65-registered advisor with The Joseph Group Capital Management in Columbus, OH, where he has worked since 2009. He has 21 years of industry experience. The Joseph Group Capital Management provides discretionary investment management and financial planning services to individuals, families, trusts, charities, and businesses, as well as consulting for retirement plan sponsors. The firm’s investment process involves aligning client goals with named strategies and includes a weekly Investment Team Market Health Analysis to guide portfolio decisions.

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.

Philip Kessler is a financial advisor at SWS Partners, LLC in Columbus, Ohio, holding a Series 66 designation with 17 years of industry experience. He has been with SWS Partners since 2015. 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 diverse client base including high-net-worth individuals, family offices, pension plans, and charitable organizations. The firm employs a blended investment approach combining passive asset-class exposures with research-driven active selection and offers proprietary model portfolios, wrap-fee programs, and access to alternative investments.

Isao Shoji is a CFP® professional with 20 years of experience in financial advising. He is currently with Asendo Wealth Advisory and previously spent 13 years at Ameriprise Financial Services, Inc. Shoji is also involved in business operations through SG Capital LLC. Asendo Wealth Advisory provides financial planning, consulting, investment, and wealth management services to individuals, profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs an institutional modeling system to construct ETF-centric portfolios and incorporates strategies such as options, inverse ETFs, and third-party managers when suitable.

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.

Callie Jacoby is a CFP® at Gryphon Financial Partners with three years of industry experience. She previously worked at PNC Bank NA for 26 years before joining Gryphon. Gryphon Financial Partners offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm serves both non-high-net-worth and high-net-worth clients, focusing on family business sales and exits, succession and legacy planning, and provides discretionary and non-discretionary portfolio management, investment consulting, tax and estate planning, and family office services.

Omar Ganoom is a financial advisor with SB Advisory, LLC in Columbus, OH, holding a Series 63 designation and 29 years of industry experience. His prior roles include positions at San Blas Securities LLC, Central States Capital Markets, Caldwell Sutter Capital, Inc., and Boenning & Scattergood. Outside of his advisory work, he is the managing member of a real estate ownership entity. SB Advisory, LLC is a multi-team firm managing over $1 billion for individuals, businesses, and retirement plans. The firm primarily provides non-discretionary investment advice using a combination of mutual funds, ETFs, individual equities, and outside managers, employing fundamental, technical, and qualitative analysis.

Erik Roemer is a CFP® with over 32 years of experience in the financial services industry. He has worked at Gerber, LLC since 2000 and previously at Purshe Kaplan Sterling Investments. Roemer holds Series 63 and Series 65 licenses and serves as Chief Compliance Officer at Gerber, overseeing client service, financial planning, staff management, and regulatory compliance. Gerber, LLC serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, focusing on growth-oriented, first-generation entrepreneurs. The firm offers discretionary investment management and comprehensive wealth services, using a long-term, diversified investment approach that includes mutual funds, ETFs, alternative investments, and derivatives, supported by independent managers and an outsourced CIO.

Christopher Schumacher is a CFP®-designated financial advisor with 21 years of industry experience. He is currently with Asendo Wealth Advisory and previously worked at Ameriprise Financial Services, Inc. for 13 years. Outside of his advisory role, he is involved in the management of an investment-related real estate entity. Asendo Wealth Advisory serves individuals, profit-sharing plans, trusts, estates, charitable organizations, and business entities with financial planning, consulting, and wealth management services. The firm employs an institutional modeling system focused on ETF-centric portfolios and incorporates strategies such as options, alternative investments, and third-party managers when suitable for clients.

Kristen Nicholson is a financial advisor at Gryphon Financial Partners with a Series 65 designation and two years of industry experience. Before joining Gryphon, she worked at PNC Bank for seven years. Gryphon Financial Partners serves individual clients, retirement plans, trusts, estates, corporations, and other business entities with investment advisory and financial planning services. The firm employs an active, diversified approach focusing on family business sales and exits, succession and legacy planning, and offers a range of portfolio management, consulting, tax, estate planning, and family office services.

Michael Solik is a CFP® professional affiliated with Gryphon Financial Partners in Columbus, OH, with nine years of industry experience. He has been associated with Gryphon Financial Partners since 2017 and also serves as a member of Gryphon Normandy Manager, LLC. Gryphon Financial Partners provides investment advisory and financial planning to a diverse client base, including individuals, retirement plans, trusts, estates, corporations, and business entities. The firm offers services such as family business sales and succession planning, discretionary and non-discretionary portfolio management, and family office services, employing an active, diversified investment approach tailored to client objectives.

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.