Kurt Hildebrand is a financial advisor with Capital City Asset Management Group, LLC and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including roles at Kestra Advisory, Kestra Investment Services, and Capital City Partners, as well as operating his own firm, Hildebrand Financial Group, since 2006. Outside of advisory work, he is involved in selling insurance products and college planning services through The Hildebrand Financial, LLC, and operates a pro-shop for a YMCA martial arts program. Capital City Asset Management Group, LLC provides discretionary asset management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs customized portfolio strategies tailored to client-specific factors and utilizes a range of investment approaches including contrarian and tactical asset allocation.

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 with Truvestments Capital LLC, holding a Series 65 credential and seven years of industry experience. He has worked at Truvestments Capital since 2018 and is also a partner and owner of Shane & Shane Financial, where he is involved in non-variable insurance sales. Truvestments Capital LLC serves a diverse client base including individuals, trusts, estates, and private funds, offering discretionary and non-discretionary asset management, financial planning, and sub-advisory services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios aligned with client goals and risk tolerances, and is notable for managing a private investment vehicle focused on long-term Bitcoin holdings.

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 Advisory Services in 2024, Jheong held roles at CrowdStreet Capital LLC, CrowdStreet Inc., CrowdStreet Advisors, LLC, Better.com, and TCWGlobal. Jheong is licensed with Series 65 and Series 63 designations. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors and participants, and individual investors through separately managed accounts and model/strategist programs. The firm’s investment approach is driven by quantitative models and an asset-allocation framework, often utilizing affiliated Meeder mutual funds and providing strategist services to other advisers and platforms.

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 financial advisor at Swisher Financial Concepts, Inc. with nine years of industry experience. He holds the CFP® certification and Series 66 license. His prior work includes roles at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of advisory services, he is 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, and pension consulting, employing a client-specific approach grounded in fundamental and technical analysis with regular portfolio reviews.

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 at Capital City Asset Management Group, LLC with 12 years of industry experience. He holds the Series 63 designation and has worked at MassMutual Life Insurance Company and MML Investors Services LLC since 2013. Capital City Asset Management Group is a team of 11 advisors managing discretionary investment portfolios and financial plans for individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a variety of investment strategies, including tactical asset allocation and value investing, across multiple asset classes to tailor portfolios to clients’ objectives.

Chris Engel is a financial advisor with Meeder Advisory Services, Inc. in Dublin, Ohio, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. He has worked at Meeder Advisory Services since 2019 and previously held positions at Advisors Capital Management, Quasar Distributors, and Horizon Investments. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors and participants, and individual investors through separately managed accounts and model programs. The firm uses a quantitative, asset-allocation driven investment process and often incorporates affiliated mutual funds within its portfolios, focusing on intermediary 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 financial advisor at Life, Inc. Retirement Services with 11 years of industry experience. He holds a Series 65 designation and has been with Life, Inc. since 2014. The firm provides portfolio management, financial planning, and pension/401(k) consulting services to individuals and small-business plan sponsors, using fundamental analysis, quantitative models, and modern portfolio theory to guide investment decisions. Life, Inc. serves mostly non-high-net-worth clients and manages assets primarily on a non-discretionary basis across multiple offices.

Troy Oehler is a financial advisor at Meeder Advisory Services, Inc. with four years of industry experience. His prior roles include positions at Thrivent Financial and Joe Reilly. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors, and individual investors through separately managed accounts and model portfolios. The firm utilizes quantitative models and an asset-allocation framework to manage equity, fixed income, and cash solutions, often employing affiliated mutual funds and providing strategist services to other advisers and platforms.

Mikel Zeidenstein is a CFA® charterholder with seven years of experience in the financial industry. He is currently with Meeder Advisory Services, Inc. and has held senior investment roles at Shore Morgan Young and Lincoln Investment. Zeidenstein serves as Chief Investment Officer at Private Wealth Strategies, L.L.C., where he is involved in portfolio analysis, trading, and investment committee leadership. Meeder Advisory Services provides portfolio management and fiduciary services to financial intermediaries, retirement plan sponsors, and individual investors. The firm employs quantitative models and asset-allocation frameworks, often using its own mutual funds in separately managed accounts and model portfolios, and primarily works through intermediary and institutional plan relationships.