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.

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.

Brett Vandervort is a financial advisor at Swisher Financial Concepts, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at Swisher Financial Concepts in two separate periods totaling 12 years, as well as at THE O.N. Equity Sales Company for three years. Swisher Financial Concepts serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing fee-based financial planning, individualized investment management, and pension consulting. The firm employs a combination of fundamental and technical analysis to develop client-specific investment policies and offers additional services including tax preparation and small-business management consulting.

Shane Swearingen is a financial advisor at Truvestments Capital LLC with eight years of industry experience. He holds a Series 65 designation and has been with Truvestments since 2018. In addition to his role at Truvestments, he is a partner and owner of Shane & Shane Financial, where he is involved in non-variable insurance sales including health, dental, vision, and disability coverage. Truvestments Capital serves individuals, high-net-worth individuals, trusts, estates, and retirement plans by providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm creates customized, primarily long-term portfolios emphasizing low-cost mutual funds and ETFs, and acts as the investment manager for a private Bitcoin fund.

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.

Christian Norman is a financial advisor at MDRN Capital with three years of industry experience. He holds a Series 65 designation and previously worked at Golden Reserve Retirement, LLC, where he also served as a licensed insurance agent recommending and selling insurance products and fixed annuities. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm uses a multi-advisor team approach and focuses on portfolios constructed with independent managers and low-cost mutual funds and ETFs.

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.

David Pagliaro is a financial advisor with Meeder Advisory Services, Inc. in Dublin, OH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked for the Frank Russell Company for 21 years before joining Meeder Investment Management in 2026. Meeder Advisory Services provides portfolio management, strategist/sub-advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients. The firm uses proprietary quantitative methodologies and model construction to manage a range of portfolios, including tax-aware and risk-based solutions, often acting as a discretionary manager while collaborating with intermediaries.

Byul Jheong is a financial advisor at Meeder Advisory Services, Inc. with four years of industry experience. Prior to joining Meeder in 2024, Jheong held roles at CrowdStreet Capital LLC, CrowdStreet Inc., CrowdStreet Advisors, LLC, Better.com, and TCWGlobal. Their background includes investor relations and analyst experience at CrowdStreet entities. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors, and individual investors through portfolio management and model strategies. The firm employs a quantitative, asset-allocation-driven investment approach, often using affiliated mutual funds and providing services mainly through intermediaries and institutional plan relationships.

Kyle Westland is a financial advisor with Meeder Advisory Services, Inc., holding a Series 65 credential and three years of industry experience. He has prior experience with the WVU Student Managed Investment Fund and West Virginia University. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors, and individual investors through separately managed accounts and model programs. The firm employs a quantitative, asset-allocation-driven investment approach and primarily works with intermediaries and institutional plan relationships.

Zachary Kountz is a CFP® with 10 years of industry experience, currently serving at Swisher Financial Concepts, Inc. He previously worked at The O.N. Equity Sales Company and Ohio National Financial Services. He is also involved in insurance activities related to life, health, accident, and disability coverage. Swisher Financial Concepts serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm provides fee-based financial planning, individualized investment management, pension consulting, and offers specialized services for tax-efficient asset location and rebalancing in non-custodied accounts.

Joshua Hunter is a financial advisor at Meeder Advisory Services, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked in roles at The Bellevue Hospital, Cross Country Mortgage, and Schroderer & Company CPA LLC. Outside of his advisory work, he is a partner in Dart-Frog Ventures, LLC, a virtual touring and marketing business. 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 solutions tailored by tax, age, or risk profile.

Vaughn Flowers is a financial advisor with Capital City Asset Management Group, LLC, holding a Series 63 designation and 13 years of industry experience. He has worked at MassMutual Life Insurance Company since 2013 and has operated his own business since 2012. Capital City Asset Management Group, LLC provides discretionary asset management and financial planning to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm creates customized portfolios using strategies such as tactical asset allocation, value investing, and dynamic timing, and offers planning services for retirement, estate, college, and business needs.

Chris Engel is a financial advisor with Meeder Advisory Services, Inc. He holds Series 65 and Series 63 designations and has 24 years of industry experience. Prior to joining Meeder Advisory Services in 2019, he worked at Advisors Capital Management, LLC, Quasar Distributors, LLC, and Horizon Investments LLC. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors, and individual investors through separately managed accounts and model programs. The firm employs quantitative models and an asset-allocation framework, often using affiliated mutual funds, and primarily works through intermediaries and institutional plan relationships.

Michael Henn is a CFP® professional with 24 years of industry experience, currently serving at Swisher Financial Concepts, Inc. since 2008. He previously worked at THE O.N. Equity Sales Company for 11 years. In addition to his advisory role, he sells life, health, disability, and long-term care insurance products. Swisher Financial Concepts serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm provides fee-based financial planning, investment management, and pension consulting, using a client-specific approach to develop investment policies and asset allocation targets with regular portfolio reviews.

Cynthia Mason is a financial advisor at SWS Advisors, Inc. in Columbus, OH, with 13 years of industry experience. She holds a Series 63 designation and has worked at several firms including PL Marketing and Enercon Energy. Outside of advising, Mason is a notary and has been involved with Youth Advocate Services since 2013. SWS Advisors, Inc. serves individuals, corporations, businesses, and charitable organizations with discretionary portfolio management, financial planning, and project-based advice. The firm manages approximately $50.6 million in assets across 449 client relationships with a seven-advisor team, using both fundamental and technical analysis to tailor investment strategies.

Ross Emrick is a financial advisor at Meeder Advisory Services, Inc. with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including BNY Mellon Advisors, Pershing LLC, and J.P. Morgan Securities. Prior to his advisory career, he was involved in home remodeling businesses. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors, and individual investors through separately managed accounts and model programs. The firm uses a quantitative, asset-allocation-driven investment process and primarily works through intermediaries rather than direct retail clients.

Daniel Liss is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at Meeder Advisory Services, Inc. in Dublin, OH, with four years of industry experience. His prior roles include positions at multiple Cetera entities and Root Insurance. 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 utilizes proprietary quantitative methodologies and offers tax-aware, age- or risk-based model solutions, often acting as a discretionary manager while providing periodic performance reporting to clients.

Ryan Neff is a Series 65-licensed advisor at Life, Inc. Retirement Services with 12 years of experience in the financial industry. He has been with Life, Inc. Retirement Services since 2014, working as part of a team based in Delaware, Ohio. Life, Inc. Retirement Services provides ongoing portfolio management, financial planning, and pension/401(k) consulting to individuals and employee benefit plans. The firm focuses on retail clients, employing fundamental and quantitative analysis alongside modern portfolio theory within a long-term trading approach.