Robert Behan is a CFA® charterholder with 29 years of industry experience. He is associated with Meeder Advisory Services, Inc. and has previously worked at Calamos Financial Services LLC. He also operates a consulting business, R.F. Behan, Consulting Inc. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors, and individual investors through portfolio management and model strategies, focusing on the use of affiliated mutual funds and quantitative asset allocation implemented via separately managed accounts and model portfolios.

Michael Klubnik is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Keeler & Nadler Family Wealth and previously worked at Bread Financial and Huntington National Bank. Keeler & Nadler Family Wealth provides wealth management services to individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm combines investment management with financial planning and utilizes a variety of analytic approaches and investment vehicles, offering services on both discretionary and non-discretionary bases.

David Suchland is a financial advisor at WealthBridge Capital Management, LLC with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including The Joseph Group Capital Management and Manning & Napier Advisory Advantage Company. WealthBridge Capital Management provides comprehensive wealth management, financial planning, and discretionary portfolio management services to individuals, high-net-worth clients, trusts, and estates. The firm focuses on long-term, tax-aware portfolios using primarily low-cost ETFs and mutual funds, supplemented by individual securities and independent managers as appropriate.

Neil Patel is a financial advisor at Meeder Advisory Services, Inc. with one year of industry experience. He holds a Series 65 designation. Prior to joining Meeder Advisory Services, he held roles at The Ohio State University and Total Care Therapy. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors and their participants, and individual investors through separately managed accounts and model/strategist programs. The firm uses a quantitative investment process implemented via SMAs, model portfolios, and Meeder-branded funds, primarily working through intermediaries and institutional plan relationships.

Brian Anderson is a financial advisor at Life, Inc. Retirement Services with 16 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2012 and joined Life, Inc. Retirement Services in 2019. Life, Inc. Retirement Services provides portfolio management, financial planning, and pension/401(k) consulting services to individual clients and small-business plan sponsors, focusing on fundamental analysis and modern portfolio theory to support a long-term investment approach.

Samuel Russo is a financial advisor at Lasting Mark Retirement Group LLC in Dublin, OH, holding a Series 65 designation. He has approximately three years of industry experience, including prior roles at White Oak Partners, Steiner & Associates, Crowe, LLP, and The Siegfried Group. Lasting Mark Retirement Group serves individual and high-net-worth clients, particularly those in or nearing retirement, by providing ongoing portfolio management and integrated financial planning. The firm operates as a team of about a dozen advisers and manages roughly $109 million for nearly 500 client households across multiple offices.

Andrew Keeler is a CFP® with 32 years of industry experience, currently serving at Keeler & Nadler Family Wealth in Dublin, OH. He has worked at Purshe Kaplan Sterling Investments since 2014 and also holds a leadership role as president of Keeler & Nadler Financial Planning and Wealth Management. Outside of his advisory duties, he serves as a member of the Dublin City Council, participating on the Finance Committee. Keeler & Nadler Family Wealth advises individuals, trusts, estates, small businesses, charitable organizations, and retirement plans, delivering wealth management that integrates investment management with financial planning. The firm employs diverse analytic approaches and manages accounts on both discretionary and non-discretionary bases, providing access to third-party managers and a broad range of investment vehicles.

Kendall Theil is a financial advisor at Meeder Advisory Services, Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Meeder Investment Management, First Mutual Holding Company, Homepoint Financial, and Ohio State University. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors and participants, and individual investors through separately managed accounts and model/strategist programs. The firm uses quantitative models and an asset-allocation framework to manage equity, fixed income, and cash portfolios, often incorporating affiliated Meeder mutual funds and providing strategist services to other advisers.

Rita Itsell is a Series 65-licensed financial advisor at PDS Planning Inc with 12 years of industry experience. She has been with PDS Planning since 2002. PDS Planning Inc is a fee-only registered investment adviser serving individual clients, business entities, pension plans, charitable institutions, and non-profits. The firm focuses on planning-driven investment decisions and offers comprehensive financial planning and investment advisory services, including retirement-plan consulting and estate coordination.

Michael Johnson is a financial advisor at Capital City Asset Management Group, LLC with nine years of industry experience. He holds a Series 63 designation and has been self-employed since 2009. Johnson is also president of Michael Johnson Insurance Inc., an insurance business specializing in life, health, and annuities. Capital City Asset Management Group, LLC is an 11-advisor team that provides discretionary investment management and financial planning to a range of clients including individuals, retirement plans, trusts, and corporations. The firm offers customized portfolios employing diverse strategies across various asset classes, with management typically conducted on a discretionary basis.

Alan Woolever is a financial advisor at DMK Advisor Group, Inc. with 40 years of industry experience. He holds a Series 63 designation and has previously worked at Bfc Planning, Securities Management & Research, Inc., and American National Insurance Company. In addition to his advisory role, he is licensed to sell life insurance and property and casualty insurance. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans, offering both discretionary active management and non-discretionary consultative relationships. The firm manages approximately $130.8 million across about 515 client relationships and uses mutual funds and ETFs with a blend of technical and fundamental analysis.

Nicholas Neuville is a financial advisor at WealthBridge Capital Management, LLC with nine years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at firms including J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., Morgan Stanley, Fidelity Investments, and TSG Advice Partners. WealthBridge Capital Management is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, and estates with 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 while incorporating fundamental, technical, and cyclical analysis along with ongoing discretionary oversight.

Tad Herrington is a CFP® and holds a Series 66 designation with 11 years of industry experience. He is currently affiliated with PDS Planning Inc and has worked at several firms including Wealth Launch, LLC and SWS Partners, LLC. He is the founder of Wealth Launch Planning Solutions, a practice management consulting business serving financial advisors. PDS Planning, Inc. is a fee-only registered investment adviser managing approximately $2.17 billion for about 600 clients, including individuals, business entities, pension plans, and charitable organizations. The firm offers customized financial planning and portfolio management, employing a disciplined investment approach that includes diversified asset allocation across ETFs, mutual funds, separately managed accounts, individual securities, and fixed income.

Kurt Brown is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at PDS Planning, Inc. in Dublin, OH. He has been with PDS Planning since 2010. PDS Planning, Inc. is a fee-only registered investment adviser that provides comprehensive financial planning and investment advisory services to individuals, high-net-worth households, business entities, pension plans, charitable institutions, and non-profit organizations. The firm emphasizes planning-driven investment decisions, ongoing portfolio monitoring, and a fiduciary standard, offering a fixed-fee model for client engagements and a range of services including retirement-plan consulting and business succession planning.

James Morton is a financial advisor with Meeder Advisory Services, Inc. in Dublin, Ohio, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Huntington National Bank, United States Navy, Cetera Investors, and Nick Ryans. Meeder Advisory Services, Inc. provides portfolio management, strategist/sub-advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients through separately managed accounts, model portfolios, and Meeder Investment Portfolios. The firm uses proprietary quantitative methodologies and model construction to allocate across various asset classes and offers tax-aware and age- or risk-based model solutions.

David Grimm is a financial advisor at 15 Wealth Advisors LLC in Dublin, Ohio. He holds a Series 65 designation and previously worked at Superior Plastics Inc for over 26 years. 15 Wealth Advisors is a registered investment adviser that offers discretionary portfolio management, financial planning, and employer-focused retirement plan consulting. The firm uses customized portfolios incorporating ETFs and various analytical approaches, providing ongoing monitoring and periodic reviews for its clients.

Joseph Tocyloski is a financial advisor with Meeder Advisory Services, Inc. in Dublin, Ohio. He holds a Series 63 designation and has 36 years of industry experience, including over 10 years with Meeder. Outside of his advisory role, he has a financial interest in a boutique business, J Lor Fashions Inc. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors and participants, and individual investors through separately managed accounts and model/strategist programs. The firm uses quantitative models and an asset-allocation framework to manage portfolios, often incorporating affiliated mutual funds and providing strategist and model services primarily through intermediaries and institutional plan relationships.

Timothy Burkett is a CFP® and holds a Series 65 license with six years of industry experience. He has been with Keeler & Nadler Family Wealth since 2020 and previously worked at NorthAvenue LLC and Partnership Financial LLC. Before entering financial advising, he spent over a decade at the US Trotting Association. Keeler & Nadler Family Wealth provides wealth management services to individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing a range of analysis methods and investment tools tailored to clients’ goals and risk tolerances.

Louis Kin Shing Lo is a financial advisor with SWS Advisors, Inc. in Columbus, OH, holding a Series 63 designation and over 40 years of industry experience. His prior work includes roles at Cetera Advisors LLC, Xtient Financial Group, Inc., and Wrp Investments, Inc. He also provides part-time tax preparation services for individuals and small businesses. SWS Advisors, Inc. serves individual investors along with corporations, businesses, and charitable organizations, primarily focusing on non–high-net-worth clients. The firm manages approximately $60 million discretionary assets and offers portfolio management, written financial planning, and hourly or project-based advisory services.

Kyle Euton is a financial advisor with PDS Planning Inc in Dublin, OH, holding Series 65 and Series 63 designations and bringing 11 years of industry experience. He has worked at PDS Planning since 2020 and previously spent six years with Fidelity Brokerage Services, LLC. PDS Planning, Inc. is a fee-only registered investment adviser serving individuals, business entities, pension plans, and charitable organizations with tailored financial planning and portfolio management. The firm manages approximately $2.17 billion and employs a disciplined investment approach that includes ETFs, mutual funds, separately managed accounts, and independent managers, with a focus on fixed-fee advisory services and specific policies on cryptocurrency and AI governance.