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.

Michael Henn is a CFP® professional with 23 years of industry experience. He has been with Swisher Financial Concepts, Inc. since 2008 and previously worked at THE O.N. Equity Sales Company for 11 years. In addition to his advisory role, he is licensed to sell life, health, disability, and long-term care insurance products. Swisher Financial Concepts serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with fee-based financial planning, investment management, and pension consulting. The firm combines fundamental and technical analysis to develop client-specific investment policies and offers additional services including tax preparation and small-business management consulting.

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 24 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he is a member of Northstar Studio LLC, an all-star cheerleading organization. WealthBridge Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management and financial planning. The firm emphasizes long-term, tax-aware portfolios primarily using low-cost ETFs and mutual funds, combining fundamental and technical analysis with discretionary oversight.

Isaac Miller is a Series 65-licensed advisor at Solyco Wealth LLC with three years of industry experience. He previously worked at Evolution Financial Group, Mass Mutual, and The Lake Club. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and financial planning. The firm uses a combination of low-cost mutual funds, ETFs, individual securities, and alternative investments, employing both fundamental and technical analysis with a generally long-term investment focus.

Christopher Brubaker is a financial advisor with Swisher Financial Concepts, Inc. in Westerville, Ohio, holding a Series 66 designation and three years of industry experience. He previously worked at Cambridge Investment Research and Roger D Fields Associates. Outside of his advisory work, he serves as a golf caddy at local country clubs. Swisher Financial Concepts serves individuals, including high-net-worth clients, as well as pensions, trusts, estates, and charitable organizations. The firm provides fee-based financial planning, investment management, and pension consulting, employing client-specific investment policies and a blend of fundamental and technical analysis.

Steven Cavalieri is a CFP® and CFA® at Summit Financial Strategies Inc with two years of industry experience. He previously worked at Mariner Investment Group for eight years and had a brief tenure at Delta Capital Management, Inc. Cavalieri is based in Columbus, OH. Summit Financial Strategies serves a diverse clientele including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory, wealth management, financial and tax planning services, and a discretionary program for smaller accounts, emphasizing long-term investment strategies combined with ongoing portfolio monitoring.

John Loveday is a CFP® professional at TSG Advice Partners, LLC with six years of industry experience. He has held roles at Collaborative Financial Partners LLC, McCarthy and Cox Retirement and Estate Specialist LLC, and several other firms. His background also includes student financial services at Mount Vernon Nazarene University. TSG Advice Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs ETF-based model portfolios and integrates in-house tax preparation alongside legal referral services in its offerings.

Addison Crouch is a financial advisor at CoreCap Advisors with a Series 66 designation and one year of industry experience. Prior to joining CoreCap, Addison worked at Cooper, Adel, Vu Financial and Walmart. CoreCap Advisors serves individuals, retirement plans, and institutional clients with discretionary investment and portfolio management, financial planning, and access to third-party sub-advisors. The firm’s approach is relationship-oriented and typically long-term, focusing on mutual funds, ETFs, equities, bonds, and selective use of options or short sales.

Jason Parrish is a financial advisor at Simplicity Wealth with 22 years of industry experience. He holds the Series 66 designation and has worked previously at ClearVision Planning LLC, LifePro Asset Management, Merit Advisors, Kestra Financial Services, and Goldberg, Clouse and Edgell. Outside of his advisory roles, Parrish serves as a board member of the 40 West Park Condominium Association. Simplicity Wealth serves individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm uses a fund-of-funds approach incorporating ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational support for other advisers through its managed account platform and model portfolios.

Nicholas Giardina is a financial advisor at Packerland Brokerage Services, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms including LPL Enterprise, The Prudential Insurance Company of America, and The Vanguard Group. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of over 170 advisors, offering financial planning, portfolio management, and retirement-plan consulting. The firm provides investment solutions both directly and through third-party managers using the Hilltop/Hilltop-cleared Envestnet platform.

Christopher Ryan is a financial advisor at Manning & Napier Advisors, LLC with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Manning & Napier in various roles since 2006. Outside of his advisory duties, he serves as Regional President (Alumni) of Evan Scholars and is a board member of Charitable Gift Planners of Central Ohio. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, while also managing discretionary separately managed accounts and offering non-discretionary advice. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection, supported by systematic strategies and specialized fixed income management.

James Zifer Jr. is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been involved with Preferred Planning Services since 1996 and Change Path LLC since 2017. Outside of advisory work, he serves as a board member of the New Albany Exchange Condo Association. Creativeone Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Matthew Posey is a financial advisor with BFC Planning, Inc. in Gahanna, Ohio, holding 37 years of industry experience. He has worked with Securities Management & Research, Inc. since 1988. Posey serves as a board member of The Chris Castle Memorial Fund, Inc., a charitable organization focused on planning charity events. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through approximately 200 investment adviser representatives. The firm offers financial planning and portfolio management services, utilizing various platforms and strategies tailored to individual advisor preferences.

Brian Maher is an investment advisor representative at Signature Equity Partners, LLC with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including Cambridge Investment Research Advisors, New York Community Bank, and LPL Financial. Outside of his advisory role, he operates a lawn consulting business. Signature Equity Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and consulting services through independent advisory affiliates and utilizes model-based investment solutions delivered via discretionary or non-discretionary programs.

Brian McBride is a financial advisor at First Citizens Asset Management, Inc. He holds a Series 66 designation and has 11 years of industry experience. His prior roles include positions at The Huntington Investment Company and The Huntington National Bank. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, municipalities, and other institutions. The firm employs a global multi-asset class investment approach that combines fundamental, quantitative, and technical analysis across various implementation frameworks.