Jeremy Royer is a CFP® professional with four years at Kirkey & Co. Financial Advisors and a total of one year of industry experience. Prior to joining Kirkey & Co., he worked at Matthews International and United States Steel Corporation. Kirkey & Co. Financial Advisors provides wealth management, asset management, and financial planning primarily to individuals, high-net-worth households, trusts, and small businesses. The firm’s investment approach combines fundamental, technical, cyclical, and quantitative analysis within a modern portfolio theory framework and integrates tax and accounting services through a related affiliated practice.

Stephen Geraghty is a CFP® with 26 years of industry experience, currently serving as an advisor at Kovalcik & Geraghty Wealth Partners LLP since 2012. He has been involved with the Junior Achievement nonprofit organization since 2004. Kovalcik & Geraghty Wealth Partners is a small advisory firm serving individual clients, including high-net-worth individuals and corporate executives, as well as donor-advised funds. The firm provides financial planning and portfolio management using a combination of fundamental, technical, and cyclical analysis across various strategies tailored to client objectives.

Michael Disalvo is a CFP® professional with 16 years of industry experience, currently serving at The Wealth Advantage Group, Inc. in Columbus, OH. He has been with the firm since 2006. The Wealth Advantage Group, Inc. is a fee-only financial planning and investment management firm managing approximately $133 million for individuals, trusts, business entities, and retirement plans. The firm provides discretionary portfolio management and comprehensive financial planning services, emphasizing customized global asset allocation, tax considerations, and a non-standard risk tolerance assessment.

Daniel Tetirick is a financial advisor at Ross Wealth Advisors, LLC in Columbus, OH, with six years of industry experience. He holds a Series 63 designation and has worked in advisory roles since 2020. In addition to his advisory work, he has obtained insurance licenses to assist clients with Medicare-related needs. Ross Wealth Advisors, LLC is an SEC-registered firm managing approximately $140 million in discretionary assets for around 270 clients. The firm offers portfolio management, access to third-party model portfolios, and financial planning with investment advice tailored to client objectives and risk tolerance.

Anthony Jones is a financial advisor at rebel Financial, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with rebel Financial since 2015. Rebel Financial serves individual and high-net-worth investors, pension/profit-sharing plans, and corporate clients by providing investment management along with comprehensive financial, retirement, business, and estate planning. The firm combines fundamental analysis and modern portfolio theory in discretionary portfolio management and offers additional services such as tax preparation, bookkeeping, and payroll.

Jill Raderstorf is a financial advisor at Aptus Financial, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Hamilton Capital, LLC and Fifth Third Bank. Outside of her advisory role, she serves as an unpaid advisor to Accelerating Angels, a venture investment firm focused on high-growth, women-owned businesses, where she assists with building due diligence processes. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm emphasizes financial planning over discretionary portfolio management, supporting clients with passive, long-term indexing strategies, structured educational programs, and subscription-based ongoing support.

Bruce Mizer is a Series 65-licensed financial advisor with 24 years of industry experience. He has been with The Joseph Group Capital Management in Columbus, OH since 2011. The Joseph Group Capital Management provides discretionary investment management and financial planning services to individuals, families, trusts, charities, businesses, and retirement plan sponsors. The firm’s investment approach includes multiple named strategies tailored to client goals, an internal Investment Team that meets weekly for market analysis, and a focus on client communications and educational materials.

Meghan Mader is a Certified Financial Planner™ with 21 years of industry experience. She is currently with Asendo Wealth Advisory and has previously worked at TSG Advice Partners, Collaborative Financial Partners, and Ameriprise Financial Services. Asendo Wealth Advisory offers financial planning, investment management, and consulting services to individuals, trusts, charitable organizations, and business entities. The firm employs an institutional modeling system with ETF-centric portfolios and incorporates strategies such as options, inverse ETFs, and third-party managers, while also providing in-house tax preparation and retirement plan consulting.

Austen Harrison is a CFP® professional with seven years of experience at Summit Financial Strategies Inc. He has worked at Summit continuously since 2015. 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, and separate financial and tax planning services, employing both discretionary and non-discretionary portfolio management with a focus on long-term strategies.

Kevin Kale is a financial advisor at SWS Partners, LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Manning & Napier Advisors, LLC and Inverness Securities. Outside of his advisory role, he is involved in multiple film production ventures as a silent investor and producer. SWS Partners manages approximately $442.6 million in assets through a five-person team, offering discretionary investment management, financial planning, OCIO, and multi-family office services to individuals, family offices, pension plans, and other clients. The firm combines passive asset-class exposures with fundamental active selection and is involved in pooled investment vehicles, wrap-fee programs, and alternative investments.

Samuel Nordquist is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 designation with three years of industry experience. Before joining Peak Retirement Planning in 2023, he worked at Republic Services and Chipotle Mexican Grill. He is also licensed as an insurance agent and engages in insurance sales. Peak Retirement Planning serves individual and high-net-worth clients with discretionary investment management and financial planning consulting. The firm offers in-house CPA services and access to estate-planning software, tailoring strategies based on client objectives and risk tolerance while managing approximately $631 million in assets.

Benjamin Murray is a CFP® professional with six years of experience in financial advising, currently serving at Summit Financial Strategies Inc. in Columbus, OH. He has worked at the firm since 2016. Summit Financial Strategies serves individuals, business entities, trusts, estates, and charitable organizations with a range of investment advisory and wealth management services. The firm emphasizes diversified, long-term portfolio allocations and incorporates third-party platforms for account aggregation and tax-efficient strategies, maintaining a fiduciary standard as a fee-only adviser.

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.

Christen Biddlestone is a financial advisor at Trinity Financial Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Trinity, Christen worked at Maxtown Medical Corp, Nationwide Insurance, and Diamond Hill Capital Management. Trinity Financial Advisors LLC serves individuals and high-net-worth clients, providing business-related financial planning and consulting. The firm manages approximately $670 million across about 208 client relationships, offering customized portfolios and ongoing monitoring through platforms such as eMoney and Addepar.

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.

Joshua Richardson is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 designation with three years of industry experience. Prior to joining Peak in 2023, he worked at Genpact and The Sygma Network. Richardson is also involved in insurance sales, providing various insurance products. Peak Retirement Planning serves individual and high-net-worth clients, offering discretionary investment management, financial planning consulting, and related services. The firm integrates an in-house CPA for tax preparation and employs an estate-planning software platform, tailoring advice to clients’ objectives, time horizon, and risk tolerance.

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.