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.

Jeffrey Cone is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He is currently with BEAM Wealth Advisors, Inc. and has held prior roles at Benedetti, Gucer & Associates, Comprehensive Wealth Partners, Ameriprise Financial Services, STRS Ohio, and the Office of the Comptroller of the Currency. BEAM Wealth Advisors serves individuals—including high-net-worth clients—as well as pension plans, trusts, estates, charities, and businesses. The firm offers comprehensive financial planning, investment management, and retirement plan consulting, employing asset allocation and diversification strategies grounded in Modern and Post-Modern Portfolio Theory.

Joel Guth is a financial advisor with Gryphon Financial Partners in Columbus, OH, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Hightower Advisors and Hightower Securities, LLC. Guth also serves as President and Manager of several affiliated investment entities related to Gryphon Financial Partners. Gryphon Financial Partners provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporations. The firm employs an active, diversified “total portfolio” approach and manages affiliated private investment vehicles alongside third-party money managers.

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.

Theresa Le Chard is a CFP® with three years of industry experience, currently serving at The Joseph Group Capital Management. She previously worked at Edward Jones and has held various roles outside finance, including positions at Franciscan University, Olive Garden, and Hilton Hotels. The Joseph Group Capital Management provides discretionary investment management and financial planning to individuals, families, trusts, charities, and businesses, along with consulting for retirement plan sponsors. The firm’s investment process is strategy-driven and supported by weekly market analyses, with a focus on client communication and distinctive offerings such as its regionally concentrated “Home Grown” Stock Portfolio.

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.

Azeem Abdul Haqq is a financial advisor at Gerber, LLC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Global Atlantic Distributors, LLC and Osaic Institutions, Inc. In addition to his advisory role, he is a licensed insurance agent. Gerber, LLC serves growth-oriented, first-generation entrepreneurs, providing wealth management, discretionary investment management, and entrepreneurial planning to individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment process combining fundamental, technical, behavioral, and charting analyses, and it manages $588 million in discretionary assets with a focus on entrepreneurial coaching and tailored financial solutions.

Craig Sumerel is a financial advisor at Gryphon Financial Partners with four years of industry experience. He holds a Series 65 designation and has worked at Gryphon Financial Partners since 2023. Outside of his advisory role, Craig serves as CEO of Trail Lines Enterprises, a non-investment related business. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities, serving both high-net-worth and non-HNW clients. The firm employs an active, diversified “total portfolio” approach and manages several affiliated private investment vehicles alongside its in-house global equity strategy.

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.

Christina Povenmire is a CFP® with 16 years of industry experience, currently serving at rebel Financial, LLC since 2022. She previously worked for 20 years at Cmp Financial Planning. Outside of her advisory role, she owns and conducts financial planning educational seminars through Educational Seminars Group. rebel Financial, LLC serves individual and high-net-worth investors, as well as pension and corporate clients, offering customized portfolio management, comprehensive financial planning, and insurance solutions. The firm integrates fundamental and technical analysis with modern portfolio theory and provides additional services such as tax preparation, bookkeeping, and payroll.

Smarika Adhikari is a financial advisor at rebel Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining rebel Financial, she worked at Disbennett Wealth Management, Mitchell Insurance Agency, and Hoak Insurance Services. Before entering the financial industry, she held roles at Kroger and Dishman's Shell Food Mart. rebel Financial serves individual and high-net-worth investors, pension and profit-sharing plans, and corporate clients by providing investment management alongside comprehensive financial, retirement, business, and estate planning. The firm integrates fundamental analysis and modern portfolio theory in discretionary portfolio management and offers additional services such as tax preparation, bookkeeping, and payroll.

Christian Hertl is a CFP® professional with 21 years of industry experience, currently serving at ANTOLINO Wealth Advisors in Columbus, OH. He has held roles at AA Financial Advisors, LLC and Kestra Investment Services, LLC for over a decade. Hertl is also involved with Finances Simplified, a tax and accounting service, where he holds a minority interest. ANTOLINO Wealth Advisors provides financial planning and investment management to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses a multi-dimensional asset allocation approach and offers structured planning and portfolio management services through its proprietary UltraVision System® and UltraVision Club™ membership tiers.

Kathryn Wilson is a financial advisor at Gerber, LLC in Columbus, OH, holding a Series 66 designation with 11 years of industry experience. Her career includes roles at J.P. Morgan Securities, Ameriprise, Clear Course Wealth Advisors, and Raymond James Financial Services. She is part of a two-advisor team at Gerber, LLC. Gerber, LLC serves growth-oriented, first-generation entrepreneurs and provides wealth management, discretionary investment management, entrepreneurial planning, and retirement plan advisory services. The firm employs a primarily long-term investment approach that incorporates fundamental, technical, behavioral, and charting analyses, using diversified portfolios that may include mutual funds, ETFs, individual securities, and alternative strategies tailored to client objectives.

Michael Drummond is a financial advisor with Invest Capital Partners in Columbus, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining Invest Capital Partners in 2020, he worked at Raymond James & Associates and Kinross Search Partners, Inc. Invest Capital Partners serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, providing both discretionary and non-discretionary portfolio management along with stand-alone financial planning. The firm combines portfolio management with comprehensive financial planning, employing methods such as modern portfolio theory and fundamental and technical analysis to tailor investment strategies.

Catherine Cory is a financial advisor with Gryphon Financial Partners in Columbus, OH, holding Series 63 and Series 65 licenses and having 31 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments and Hightower Advisors. She serves as a member or manager of several affiliated investment entities related to Gryphon, all of which represent less than five percent of her professional time. 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 uses an active, diversified approach with tailored model portfolios and is also involved in managing affiliated private investment vehicles and family business services.

John Chess is a financial advisor at Concorde Asset Management, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked with firms including Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of advisory roles, he is president of Realty Invest, a real estate brokerage based in Columbus, OH. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm employs model-based strategies and acts as an overlay manager, tailoring portfolios according to client objectives and risk tolerances.

Zachary Weimann is a financial advisor with The AmeriFlex Group, based in Columbus, OH, holding seven years of industry experience. His work history includes roles at Cambridge Investment Research, OSAIC, SagePoint Financial, Principal Securities, and Principal Life Insurance. He is currently affiliated with both The AmeriFlex Group and RS Advisors. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm employs multiple program platforms and offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of advisory affiliates.

Scott Iversen is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Advisors Capital Management, LLC, where he has worked since 2025. Prior to that, he was with Frontier Asset Management LLC for seven years and Northstar Securities LLC for two years. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers by providing discretionary portfolio management as an outsourced investment manager. The firm combines top-down macro analysis with bottom-up security selection across multiple proprietary strategies and manages over $8 billion in discretionary assets, acting primarily as a sub-advisor to intermediaries.