Christopher Schumacher is a CFP® with 20 years of industry experience. He has worked at TSG Advice Partners, LLC since 2019 and previously spent 13 years at Ameriprise Financial Services, Inc. in Columbus, OH. TSG Advice Partners, LLC provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs an institutional modeling system primarily using ETF-centered model portfolios with a long-term orientation, and also offers in-house tax preparation and bookkeeping services.

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.

John Dosen is a financial advisor with Columbus Investment Advisory Inc. holding a Series 65 credential and three years of industry experience. His prior work includes a role at PriceWaterhouseCoopers in 2021 and various positions outside finance, such as with Morel Landscaping LLC and Ohio State’s McCorkle Aquatic Pavilion. Columbus Investment Advisory, Inc. provides discretionary portfolio management primarily for individuals and families, including high-net-worth clients and charitable foundations. The firm’s investment approach relies on proprietary fundamental research and emphasizes individual bonds over bond funds, with portfolios typically holding 30–40 stocks selected based on valuation and balance-sheet criteria.

Samantha Macchia is a CFP® and ChFC® with 25 years of experience in financial advising. She has been with Summit Financial Strategies, Inc. since 1996. Based in Columbus, OH, she currently serves as an advisor at Summit Financial Strategies Inc. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm operates as a fee-only adviser offering investment advisory, wealth management, standalone financial and tax planning, and a discretionary program for smaller accounts, utilizing both long-term and shorter-term investment strategies.

Jonathan Yarger is a financial advisor with Yarger Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to founding his current firm in 2020, he worked at Raymond James Financial and Raymond James Financial Services for over a decade. Outside of his advisory role, he is involved in real estate investment and management through entities such as JY Capital, LLC and CheeLIe LLC. Yarger Wealth Strategies is an SEC-registered firm providing discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm constructs customized portfolios primarily using ETFs, mutual funds, individual equities and bonds, and incorporates alternative investments as appropriate, with an emphasis on fundamental analysis and a primarily long-term investment horizon.

Alvin Asiamah is a financial advisor at TSG Advice Partners, LLC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at SG Capital LLC and Ameriprise Financial Services, Inc. since 2010. TSG Advice Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm’s investment approach uses an institutional modeling system with ETF-centered model portfolios and incorporates tax preparation and bookkeeping services as part of its offerings.

Michael Scherer is a Certified Financial Planner (CFP®) with 14 years of industry experience. He has been with Summit Financial Strategies, Inc. since 2015. Summit Financial Strategies serves individual clients, including high-net-worth households, as well as trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory, wealth management, financial and tax planning, and a discretionary program for smaller relationships, operating as a fee-only adviser with a fiduciary oath and a focus on long-term investment strategies.

H Juckett is a financial advisor at Columbus Investment Advisory Inc. with 6 years of industry experience. He holds the Series 63 designation and has been with Columbus Investment Advisory since 2011. The firm provides discretionary portfolio management and limited financial consulting primarily to high-net-worth individuals, families, trusts, individual retirement accounts, and charitable foundations. Columbus Investment Advisory manages approximately $405 million in client assets and employs a proprietary fundamental research approach focused on undervalued stocks and investment-grade bonds.

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.

Kate Coghill is a CFP® professional with eight years of experience, currently serving at Summit Financial Strategies Inc. in Columbus, OH. Prior to joining Summit, she worked at Madewell and The Ohio State University. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm provides investment advisory and wealth management services alongside standalone financial and tax planning, employing both discretionary and non-discretionary portfolio management with a focus on long-term strategies and ongoing portfolio monitoring.

Wendy Trout is a CFP® professional with 19 years of industry experience. She has been with Summit Financial Strategies Inc since 2011. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers a range of services such as investment advisory, wealth management, financial and tax planning, and discretionary portfolio management with an emphasis on long-term strategies and ongoing monitoring.

Jonathan Roby is a CFP® professional with five years of industry experience. He has worked at TSG Advice Partners, LLC since 2019 and previously at S G Capital LLC from 2016 to 2019. He is based in Columbus, OH. TSG Advice Partners, LLC is a team of ten advisors providing financial planning, consulting, discretionary investment, and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses ETF-based model portfolios with a range of allocations and incorporates fixed-income securities, options, inverse ETFs, and managed-account borrowing when appropriate. It combines in-house tax preparation with wealth management and maintains formal referral relationships with law firms.

Franco Iozzo is a financial advisor at rebel Financial, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade and Kansas Global Trade Services. He is also affiliated with North Carolina State University. rebel Financial serves individual and high-net-worth investors, pension and profit-sharing plans, and corporate clients by providing customized portfolio management, financial planning, investment management, and insurance solutions. The firm integrates fundamental and technical analysis with modern portfolio theory and offers unique service tiers and accounting services alongside traditional advisory programs.

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.

Blake Farmer is a financial advisor at TSG Advice Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2012 to 2019. Blake has been with TSG Advice Partners since 2019. TSG Advice Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs an institutional modeling system focused on ETF-centered model portfolios and offers additional services including retirement-plan consulting, tax preparation, and bookkeeping.

Joseph Reardon is a Certified Financial Planner® with 23 years of industry experience. He has been with Summit Financial Strategies Inc since 2008. Summit Financial Strategies serves individual clients, including high-net-worth households, as well as trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory and wealth management services, standalone financial and tax planning, and discretionary portfolio management using a variety of securities and strategies.

Summer Anderson is a CFP® professional with nine years of experience at Summit Financial Strategies Inc in Columbus, OH. She has worked at Summit since 2015 and was previously affiliated with The Ohio State University from 2013 to 2017. 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 with a range of investment strategies and tools.

Ryan Leary is a CFP®-certified financial advisor with two years of industry experience, currently with TSG Advice Partners, LLC. His prior experience includes roles at Equitable Advisors, Cambly, Stonebridge Wealth Strategies, and AXA Advisors. TSG Advice Partners, LLC provides financial planning, consulting, and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs an institutional modeling system with ETF-centered portfolios and offers in-house tax preparation and bookkeeping services as part of its comprehensive advisory approach.

Roman Korolchuk is a CFP® professional with eight years at Summit Financial Strategies Inc and three years of industry experience. Prior to joining Summit, he worked at Ohio State Wexner Medical Center and The Ohio State University. 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 a discretionary program for smaller accounts, operating as a fee-only fiduciary with a focus on long-term portfolio strategies alongside flexible investment options.

Robert Faulkner is a financial advisor at WealthBridge Capital Management, LLC with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Private Client Services prior to joining WealthBridge in 2018. Outside of advising, he is a member of Northstar Studio LLC, a cheerleading organization in Ohio. WealthBridge Capital Management is an SEC-registered firm serving individuals, high-net-worth clients, trusts, and estates through comprehensive wealth management, financial planning, and discretionary portfolio management. The firm builds long-term, tax-aware portfolios primarily using low-cost ETFs and mutual funds, complemented by individual securities and external managers, and offers educational seminars on financial topics.