Terry Davis is a CFP® professional with over 21 years of experience in the financial services industry. He is currently with Gryphon Financial Partners and previously worked at U.S. Bancorp Investments, Inc. and U.S. Bank for 12 years. Outside of his advisory role, he co-owns a Crossfit gym and serves on the boards of a nonprofit organization and a county fair board. Gryphon Financial Partners provides investment advisory and financial planning services to a wide range of clients, including individuals, retirement plans, trusts, estates, and corporations. The firm employs an active, diversified “total portfolio” approach and offers both discretionary investment management and consulting, with specialties in family business sales, retirement, legacy planning, and family office services.

Hannah Fitzpatrick is a CFP® professional at Summit Financial Strategies Inc with four years of industry experience. She has been with Summit Financial Strategies since 2016. Summit Financial Strategies serves individuals across wealth levels, business entities, trusts, estates, and charitable organizations with a range of advisory services including discretionary and non-discretionary investment management, financial planning, tax planning, and retirement plan services. The firm emphasizes diversified, long-term portfolios while allowing flexibility for client-directed strategies and employs technology platforms to support tax-efficient asset management and rebalancing.

Joshua Richardson is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 designation with three years of industry experience. Prior to joining Peak in 2023, he worked at Genpact and The Sygma Network. Richardson is also involved in insurance sales, providing various insurance products. Peak Retirement Planning serves individual and high-net-worth clients, offering discretionary investment management, financial planning consulting, and related services. The firm integrates an in-house CPA for tax preparation and employs an estate-planning software platform, tailoring advice to clients’ objectives, time horizon, and risk tolerance.

Adam Fitch is a financial advisor at Balance Wealth with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Bolt Financial Group, RT Specialty, and Northwestern Mutual. Balance Wealth Partners serves individual and high-net-worth clients as well as defined contribution and defined benefit plans, offering discretionary investment management, financial planning, and pension consulting through a team of nine advisors. The firm employs diversified, risk-based portfolios using fundamental analysis, modern portfolio theory, and quantitative approaches, and operates across nine offices with relationships that facilitate brokerage and custody services.

Andrew Gersbach is a financial advisor with Stirlingshire Investments, holding a Series 63 designation and 19 years of industry experience. Prior to joining Stirlingshire in 2024, he worked at Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, The O.N. Equity Sales Company, Ohio National Financial Services, and New York Life Insurance Company. Outside of his advisory role, he owns Uncle Andy's Hot Sauce, a business producing and distributing premium hot sauces. Stirlingshire Investments serves individuals, trusts, and other entities with discretionary portfolio management, financial planning, and IRA rollover advice. The firm customizes portfolios using a broad range of investment instruments and employs various analytical methods to manage client accounts, typically on a discretionary basis.

Nicholas Boyden is a financial advisor with The Joseph Group Capital Management in Columbus, OH, holding Series 63 and Series 65 credentials and with seven years of industry experience. He has worked exclusively at The Joseph Group Capital Management since 2016. The Joseph Group Capital Management is an SEC-registered advisory team managing approximately $1.09 billion in discretionary assets for individuals, high-net-worth households, and retirement plan sponsors. The firm employs a purpose- and goal-based process with multiple core allocation strategies and specialty offerings, supported by a multi-credentialed investment team and unique client engagement practices such as educational seminars and newsletters.

Samuel La Vielle is a CFP® professional at Summit Financial Strategies Inc with four years of industry experience. Prior to his current role, he held positions at Bank of America and Equis Financial. Outside of his advisory work, he serves as an assistant swim coach for Olentangy Orange Schools. Summit Financial Strategies provides investment advisory and wealth management services to individuals, business entities, trusts, estates, and charitable organizations. The firm emphasizes diversified, long-term portfolio allocations while offering discretionary and non-discretionary services, tax planning, and retirement plan management.

Robert Aaron Hammack is a CFP® professional with seven years of industry experience, currently serving at John E. Sestina and Company since 2014. He is based in Columbus, OH, and has been with the firm in various capacities since that time. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, retirement plan consulting, and educational workshops. The firm employs a multi-advisor team of 12 professionals and manages approximately $634 million in discretionary assets, using a long-term, diversified investment approach grounded in modern portfolio theory.

David Marlin is a Series 65-licensed financial advisor at Balance Wealth with eight years of industry experience. Prior to joining Balance Wealth in 2025, he worked at Agdeavor Investments and Bolt Financial Group, Inc., and has also served as a military pilot instructor for FlightSafety Services Corp. since 2018. Outside of his advisory role, he provides continuation training for C-17 pilots in a flight simulator. Balance Wealth Partners is a registered investment adviser serving individual and high-net-worth clients, as well as defined contribution and defined benefit plans. The firm employs diversified, risk-based portfolios and combines fundamental analysis, modern portfolio theory, quantitative analysis, and long-term trading, managing approximately $387 million for over 550 clients through a team of advisors.

Jeffrey Gomez is a CFP® professional with 15 years of industry experience. He has worked at G2 Capital Management, LLC since 2017 and previously held roles at Wealthstone Equities, Inc. and Wealthstone, Inc. He is the owner of Sellix International Detection, a holding company for investment-related purposes that is currently inactive. 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 long-term portfolio construction with low-cost mutual funds and ETFs, while also providing private capital market investments and family-office advisory services.

Benjamin Foor is a CFP® with 13 years of industry experience, currently serving as an advisor at Frazier Financial Advisors, LLC. He has been with Frazier Financial Advisors since 2013 and also holds a registered representative position with Private Client Services, LLC. In addition to advisory work, he prepares tax returns for clients of Frazier Financial Advisors. Frazier Financial Advisors is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.16 billion in assets, offering discretionary and non-discretionary investment management alongside comprehensive and modular financial planning, with integrated tax and accounting services.

Larry Thompson is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Balance Wealth since 2025 and previously served as managing member of Agdeavor Investments for 19 years. Thompson is also president of Thompson Business Associates, a consulting and business management firm, and executive director of Heartland Agdeavor Association, both roles he has held for over 20 years. Balance Wealth Partners serves individual and high-net-worth clients as well as defined contribution and defined benefit plans, offering discretionary investment management, financial planning, and pension consulting through a team of nine advisors. The firm employs diversified, risk-based portfolios and applies fundamental analysis, modern portfolio theory, and quantitative methods in its investment approach.

Jason Farris is a CFP® with 17 years of industry experience, currently serving at Waller Financial Planning Group, Inc. in Columbus, OH, where he has worked since 2008. He holds a Series 63 license and is part of a multi-advisor team at the firm. Waller Financial Planning Group serves individual investors across a range of wealth levels, as well as pension and profit-sharing plans and charitable organizations. The firm offers customized investment management and financial planning, utilizing a disciplined approach that combines fundamental and technical inputs to construct and monitor portfolios, supported by regular client communications and educational materials.

Jason Witt is a financial advisor at ANTOLINO Wealth Advisors in Columbus, OH, holding a Series 66 designation with six years of industry experience. Prior to joining ANTOLINO, he worked at United Wholesale Mortgage and has been associated with AA Financial Advisors and Kestra Investment Services since 2019. Outside of his advisory role, he is involved with AA Financial Advisors: Antolino & Associates. ANTOLINO Wealth Advisors provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses a multi-dimensional asset allocation approach called the ABC’s of Cashflow™, employing a variety of investment models and tools to create customized portfolios and ongoing reviews.

Timothy Swain is a CFP® professional with 13 years of industry experience, currently serving at Summit Financial Strategies Inc in Columbus, OH. He has been with Summit Financial Strategies since 2016. Summit Financial Strategies serves individuals and entities including trusts, estates, and charitable organizations, offering discretionary and non-discretionary investment advisory services along with financial planning, tax planning, and retirement plan services. The firm operates as a fee-only adviser with a fiduciary oath requirement and emphasizes diversified, long-term portfolio construction while employing advanced tools and strategies.

Timothy Scholten is a financial advisor with Yarger Wealth Strategies, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and Raymond James Financial Services. Outside of his advisory work, he serves as a paid referee for Ohio high school and middle school basketball games. Yarger Wealth Strategies is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary wealth management, financial planning, and ERISA fiduciary investment oversight, employing customized portfolios with a focus on fundamental analysis and a primarily long-term investment horizon.

Robert Keidan is a CFP® with 46 years of industry experience. He is a principal at Keidan Financial Consultants LLC, where he has worked for 27 years, following a prior role with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) beginning in 1989. He serves as a board member of the Temple Israel Foundation, contributing to policy and volunteer activities. Keidan Financial Consultants provides investment supervisory services and comprehensive financial planning for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm employs a quantitative and research-driven investment process, offering both discretionary and non-discretionary portfolio management alongside retirement rollover guidance and an advisor-managed platform through Pershing.

Tyler Nichols is a Series 65-licensed financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, with one year of industry experience. Prior to joining Peak Retirement Planning, he worked at Scioto Country Club and 4K Landscape. Peak Retirement Planning serves individual and high-net-worth clients, providing discretionary investment management, financial planning consulting, and related services. The firm offers personalized advice based on clients’ objectives, time horizon, and risk tolerance, supported by an in-house CPA for tax preparation and access to estate-planning software through a third party.

Patrick Brobeck is a financial advisor with E. A. Horwitz LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He also serves as Deputy Director of Quality Assurance for the Ohio Attorney General’s Office, where he works on process improvement and quality control. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, focusing on a conservative, principal-preservation investment philosophy tailored to individual needs. The firm integrates risk management tools such as options and fixed-income trading and maintains a combination of small-firm client focus with institutional trading and compliance infrastructure.

William Ratcliff is a financial advisor at rebel Financial, LLC with 21 years of industry experience. He holds a Series 66 designation and has been with rebel Financial since 2013. Prior to that, he worked at Axa Advisors, LLC starting in 2006. Rebel Financial serves individual and high-net-worth investors, as well as pension/profit-sharing plans and corporate clients, providing customized portfolio management, financial planning, investment management, and insurance solutions. The firm integrates fundamental and technical analysis with modern portfolio theory and offers a range of service tiers and digital products alongside accounting and payroll services.