Brian Houts is a CFP® professional with 14 years of industry experience, currently serving at Frazier Financial Advisors, LLC. He has held roles at Private Client Services and Triad Advisors, and has been with Frazier Financial Advisors since 2018. He is a board member and director of sponsorships for the Central Chapter of the Financial Planning Association. Frazier Financial Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm manages approximately $930 million in client assets through a team of 16 advisors, offering discretionary and non-discretionary investment management alongside financial planning and fiduciary services, with portfolio strategies incorporating fundamental and technical analysis, Modern Portfolio Theory, and integrated tax and estate planning.

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.

Colin White is a CFA® charterholder with seven years of professional experience, currently serving at Frazier Financial Advisors, LLC. His background includes roles in financial services and education, as well as a position at AcesDiving LLC. Frazier Financial Advisors, LLC is a registered investment adviser managing approximately $1.16 billion in assets for individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a variety of investment approaches and offers both comprehensive and modular financial planning, along with integrated accounting and tax preparation services.

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.

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.

Carter Gerlach is a CFP® professional with 10 years of industry experience, currently serving at Windsor Advisory Group, LLC since 2019. Prior to joining Windsor, he worked at The Columbus Foundation from 2016 to 2019. Windsor Advisory Group serves ultra-high net worth individuals and families, offering customized financial planning and discretionary portfolio management. The firm also provides family office and personal CFO services, with an investment approach that includes both public and private markets and a distinctive capability to manage pooled private investment vehicles.

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.

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.

Ryan Watt is a financial advisor at Arena Private Wealth with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and 66 licenses. His prior work includes roles at Fifth Third Securities and Mutual Securities. Watt serves on the Board of Directors for the Juvenile Diabetes Research Foundation in Southern and Central Ohio. Arena Private Wealth provides financial planning and portfolio management to individuals and high-net-worth clients, with services that include manager selection, customized strategies, and a covered-call strategy for concentrated equity positions. The firm uses a combination of fundamental, technical, and modern portfolio approaches and acts as a fund sponsor and general partner through affiliated entities.

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 with eight years of experience in the financial services industry. He is affiliated with Gryphon Financial Partners and has held roles there since 2017, including serving as a member of Gryphon Normandy Manager, LLC since 2019. Gryphon Financial Partners provides investment advisory and financial planning services to a range of clients, including individuals, retirement plans, trusts, estates, and corporations. The firm focuses on family business sales, succession and legacy planning, and delivers portfolio management, investment consulting, tax and estate planning, and family office services using an active, diversified investment approach.

Katherine Kincaid is a CFP® professional with 20 years of experience in financial advising. She has been with Waller Financial Planning Group, Inc. in Columbus, OH since 2008. Waller Financial Planning Group serves individual investors, pension and profit-sharing plans, and charitable organizations by providing investment management and written financial planning. The firm uses a team-based approach to build customized investment programs, combining fundamental and technical analysis with regular client communications and educational materials.

Jonathon Eesley is a financial advisor at Windsor Advisory Group, LLC in Columbus, Ohio, holding a Series 66 designation with 15 years of industry experience. He has been with Windsor Advisory Group since 2012. Outside of his advisory role, he serves as a director on the board of Highlights for Children, Inc., an educational media nonprofit. Windsor Advisory Group provides family office and wealth advisory services primarily to high net worth individuals, families, and family offices, offering comprehensive financial planning and portfolio management across public and private markets. The firm emphasizes individualized investment plans, manager due diligence, and discretionary management, and also manages proprietary pooled private investment vehicles.

Greg Grabovac is a financial advisor at G2 Capital Management, LLC with 11 years of industry experience. He has worked at G2 Capital Management since 2017 and previously held positions at Wealthstone Equities, Inc. and WealthStone, Inc. He serves on the board of a nonprofit organization. G2 Capital Management is an SEC-registered advisory firm managing approximately $596 million for around 100 clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm uses a proprietary rules-based investment process focused on low-cost mutual funds and ETFs, supplemented by individual securities as needed, and offers private capital market investments and family-office advisory services.

Charles Saunders is a financial advisor at Gryphon Financial Partners with one year of industry experience. Prior to joining Gryphon in 2024, he worked with the Carolina Panthers from 2021 to 2023. He holds a Series 65 designation. Saunders is a minority owner of Donatos Pizza, a food service business. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm serves both high-net-worth and non-HNW clients with a “total portfolio” approach that is active and diversified, combining discretionary management, consulting, and private fund advisory services.

Robert Swansboro is a CFP® professional with six years of industry experience. He has worked at Gryphon Financial Partners since 2023 and previously spent 11 years at PNC Private Bank. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm serves both high-net-worth and non-HNW clients using an active, diversified “total portfolio” approach that includes discretionary investment management, consulting, and private fund advisory services.

Emma Hostetler is a financial advisor at Peak Retirement Planning, Inc. in Columbus, Ohio. She holds a Series 65 designation and has one year of experience in the industry. Prior to joining Peak, she worked at Amazon and Ulrey Foods. Peak Retirement Planning serves individual and high-net-worth clients with discretionary investment management, financial planning consulting, and related services. The firm offers an in-house CPA for tax preparation and uses a third-party platform for estate planning, tailoring advice to clients’ objectives, risk tolerance, and time horizon.

Dylan Bastress is a financial advisor at PACE Financial Advisors with one year of industry experience. He holds a Series 65 designation and has a background that includes roles in fire departments and various companies such as Amazon and Limited Brands. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities. The firm provides discretionary wealth management, portfolio management, retirement plan consulting, and standalone financial planning, using diversified investment strategies tailored to client needs.

Mark Fleming is a CFA® charterholder and Series 63 licensee with two years of experience in financial advising. He is currently with Gryphon Financial Partners and previously worked at Fifth Third Bank for eight years. Outside of his advisory role, Fleming is the CEO of Actions, Inc., a consulting firm that assists clients in buying businesses, and serves on the board of the Asian Chamber of America. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm employs a total portfolio approach that combines active, diversified management with model portfolios, discretionary and non-discretionary services, and sponsors a wrap-fee program.