Bradley Huffman is a CFP® professional with 28 years of experience in financial advising. He has been with Future Finances Inc since 1997, serving as CIO and CEO, and has prior experience at Triad Advisors, Inc. and Professional Benefit Planning Corp. He is also involved with FFI Alternatives LLC, an independent introducing broker offering access to managed futures programs. Future Finances Inc provides personalized financial planning and discretionary portfolio management to a diverse client base, including individuals, pension plans, trusts, and small businesses. The firm employs a core-and-satellite investment approach, combining passively managed index funds and ETFs with tactical asset allocation strategies.

Grant Billings is a financial advisor at Royal Oak Financial Group with three years of industry experience. He holds a Series 65 designation and has prior experience working at PricewaterhouseCoopers and Whalen & Company CPAs. Billings is also a licensed CPA and works as an accountant within his firm. Royal Oak Financial Group serves individual and high-net-worth clients by providing ongoing portfolio management and financial planning services. The firm employs a discretionary investment approach focused on long-term, diversified equity and fixed-income strategies, integrating multiple analytical methods tailored to client objectives.

Barbara Huff is a financial advisor at Huff Wealth Management LLC in New Albany, Ohio, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at New Albany Investment Management LLC since 2011. Huff Wealth Management LLC is a small, state-registered advisory firm serving individual and high-net-worth clients with fee-based portfolio management and wealth-planning services. The firm constructs custom, risk-managed portfolios using a combination of equities, fixed income, mutual funds, and cash positions, applying both fundamental and technical analysis alongside quantitative evaluation methods.

Christopher Fry is a financial advisor at Capital Asset Management, Inc. in Columbus, OH, with 27 years of industry experience. He holds the Series 63 designation and has been with Capital Asset Management since 2000. Capital Asset Management, Inc. is a fee-only, independent registered investment adviser serving primarily affluent individuals and families. The firm employs a value-investing philosophy based on fundamental analysis and constructs portfolios tailored to client-specific investment policy statements, emphasizing asset-class diversification and a margin of safety.

Erik Thompson is a financial advisor at Peerless Wealth with Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network and Ascend Advisory Group. Outside of his advisory work, he owns and manages several commercial and residential properties. Peerless Wealth serves individuals, families, trusts, estates, business entities, charities, and qualified retirement plans, offering financial planning, discretionary investment management, and consulting services. The firm employs a strategic asset-allocation framework and a proprietary portfolio construction methodology, managing both custom client strategies and model portfolios, and acts as a sub-adviser to an exchange-traded fund.

Anthony La Macchia is a financial advisor at Worthington Wealth Management with Series 65 and Series 66 credentials and three years of industry experience. Before joining Worthington Wealth Management in 2022, he worked in landscaping and held roles at Hillsdale College and Worthington Schools. Worthington Wealth Management provides investment advisory services to individuals, corporations, and retirement plans, serving both high-net-worth and non-HNW clients. The firm uses a diversified investment approach with an emphasis on preserving long-term purchasing power and offers discretionary and non-discretionary managed accounts.

Bradley Senita is a financial advisor at Royal Oak Financial Group with nine years of industry experience. He holds Series 65 and Series 66 credentials. His prior experience includes roles at Cambridge Investment Research, Greenstone Wealth Management, and Merrill. In addition to his advisory work, he is an independent insurance agent for various insurance companies. Royal Oak Financial Group serves individual and high-net-worth clients with portfolio management and financial planning, using diversified equity and fixed-income strategies tailored to client goals. The firm emphasizes a long-term approach and integrates multiple forms of market analysis in its discretionary management.

Daniel Tetirick is a financial advisor at Ross Wealth Advisors, LLC with six years of industry experience. He holds a Series 63 designation and has worked at Ross Wealth Advisors since 2020. In addition to his advisory role, he is licensed to assist clients with Medicare-related insurance needs. Ross Wealth Advisors, LLC manages approximately $140 million in discretionary assets for around 270 individual and high-net-worth clients. The firm offers portfolio management, access to third-party model portfolios, and financial planning tailored to clients’ objectives and risk tolerance.

Anthony Jones is a financial advisor at rebel Financial, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with rebel Financial since 2015. Rebel Financial serves individual and high-net-worth investors, pension/profit-sharing plans, and corporate clients by providing investment management along with comprehensive financial, retirement, business, and estate planning. The firm combines fundamental analysis and modern portfolio theory in discretionary portfolio management and offers additional services such as tax preparation, bookkeeping, and payroll.

Jill Raderstorf is a financial advisor at Aptus Financial, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Hamilton Capital, LLC and Fifth Third Bank. Outside of her advisory role, she serves as an unpaid advisor to Accelerating Angels, a venture investment firm focused on high-growth, women-owned businesses, where she assists with building due diligence processes. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm emphasizes financial planning over discretionary portfolio management, supporting clients with passive, long-term indexing strategies, structured educational programs, and subscription-based ongoing support.

Anthony Payne is a CFP® professional with nine years of experience in financial advising. He has been with John E. Sestina and Company since 2016. The firm serves individual and high-net-worth clients by providing comprehensive financial planning, portfolio management, retirement plan consulting, and educational workshops. John E. Sestina and Company employs a multi-advisor team of 12 professionals and manages approximately $634 million in discretionary assets, following a long-term, diversified investment approach grounded in modern portfolio theory.

Bruce Mizer is a Series 65-licensed financial advisor with 24 years of industry experience. He has been with The Joseph Group Capital Management in Columbus, OH since 2011. The Joseph Group Capital Management provides discretionary investment management and financial planning services to individuals, families, trusts, charities, businesses, and retirement plan sponsors. The firm’s investment approach includes multiple named strategies tailored to client goals, an internal Investment Team that meets weekly for market analysis, and a focus on client communications and educational materials.

Meghan Mader is a Certified Financial Planner™ with 21 years of industry experience. She is currently with Asendo Wealth Advisory and has previously worked at TSG Advice Partners, Collaborative Financial Partners, and Ameriprise Financial Services. Asendo Wealth Advisory offers financial planning, investment management, and consulting services to individuals, trusts, charitable organizations, and business entities. The firm employs an institutional modeling system with ETF-centric portfolios and incorporates strategies such as options, inverse ETFs, and third-party managers, while also providing in-house tax preparation and retirement plan consulting.

Austen Harrison is a CFP® professional with seven years of experience at Summit Financial Strategies Inc. He has worked at Summit continuously since 2015. 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, and separate financial and tax planning services, employing both discretionary and non-discretionary portfolio management with a focus on long-term strategies.

Welcome and thank you for taking a moment to read more about Bolt Financial Group and Shaun Carney, CFP®! Shaun Carney is the Co-Founder of Bolt Financial Group, a CERTIFIED FINANCIAL PLANNERTM and serves as the firm’s Wealth Advisor. Shaun has over seven years of experience in the financial services industry. Responsible for establishing and maintaining client relationships, Shaun finds immense satisfaction in helping individuals better prepare for retirement. Prior to forming his own firm, Shaun served in the United States Air Force and worked with Edward Jones. After earning his Master of Science degree in Cost Analysis, Shaun went on to obtain his CFP(R), Series 7 and 66 securities licenses. As a member of the Air Force Reserve, Shaun continues to fly C-17s in service to the United States of America. When he isn’t helping people plan for retirement, and piloting C-17s, Shaun is an avid golfer, traveler, husband, and father to three children. Always eager to help others and give back in any way that he can, Shaun regularly volunteers with the Reserve Officers Association and the Knights of Columbus.

Kevin Kale is a financial advisor at SWS Partners, LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Manning & Napier Advisors, Ancora Family Wealth Advisors, Inverness Securities, and other firms. Outside of finance, Kale is involved in film production as a silent investor and producer in several independent film ventures and participates in strategic acquisitions and business development in infrastructure, logistics, and digital security platforms. SWS Partners is a five-person advisory team managing approximately $442.6 million in assets, serving individuals, family offices, pension plans, trusts, charitable organizations, and small businesses. The firm combines passive and fundamental active investment strategies and offers discretionary management, financial planning, multi-family office services, and access to alternative investments, including private funds through affiliated entities.

Samuel Nordquist is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 designation with three years of industry experience. Before joining Peak Retirement Planning in 2023, he worked at Republic Services and Chipotle Mexican Grill. He is also licensed as an insurance agent and engages in insurance sales. Peak Retirement Planning serves individual and high-net-worth clients with discretionary investment management and financial planning consulting. The firm offers in-house CPA services and access to estate-planning software, tailoring strategies based on client objectives and risk tolerance while managing approximately $631 million in assets.

Benjamin Murray is a CFP® with seven years of industry experience, currently serving as an advisor at Summit Financial Strategies Inc. in Columbus, Ohio. He has worked at Summit Financial Strategies since 2016. Summit Financial Strategies provides investment advisory and wealth management services to individuals, business entities, trusts, estates, and charitable organizations. The firm delivers a range of services including discretionary and non-discretionary portfolio management, financial planning, tax planning, and retirement plan services, with a focus on diversified, long-term portfolio allocations and the use of third-party technology to support tax-efficient asset management.

Jennifer Poirier is a CFP® professional with three years of industry experience, currently serving at Gryphon Financial Partners in Columbus, OH. She previously worked at PNC Bank for 13 years. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities, serving both non-high-net-worth and high-net-worth clients. The firm focuses on family business sales and exits, succession and legacy planning, and offers discretionary and non-discretionary portfolio management, investment consulting, tax and estate planning, and family office services.

Christen Biddlestone is a financial advisor at Trinity Financial Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Trinity, Christen worked at Maxtown Medical Corp, Nationwide Insurance, and Diamond Hill Capital Management. Trinity Financial Advisors LLC serves individuals and high-net-worth clients, providing business-related financial planning and consulting. The firm manages approximately $670 million across about 208 client relationships, offering customized portfolios and ongoing monitoring through platforms such as eMoney and Addepar.