Jacob Chockran is a financial advisor with Windsor Advisory Group, LLC in Columbus, OH. He holds a Series 65 designation and has three years of industry experience. He has been with Windsor Advisory Group since 2016. Windsor Advisory Group serves ultra-high net worth individuals and families, providing customized advisory services including portfolio management, financial planning, and family office functions. The firm offers a broad range of investment solutions across public and private markets and also manages pooled private investment vehicles, typically working with clients who have investable assets of $20 million or more.

Scott Rendle Jr. is a CFP® professional with 23 years of industry experience, currently serving at Waller Financial Planning Group, Inc. in Columbus, OH, where he has worked since 2008. He holds the Series 63 designation and is part of a team of 11 advisors at the firm. Waller Financial Planning Group serves individual investors, pension and profit-sharing plans, and charitable organizations by providing investment management and written financial planning. The firm uses a customized approach with investment policy statements and a mix of ETFs and mutual funds, managing accounts primarily on a discretionary basis with regular monitoring and client reporting.

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.

Dylon Woolwine is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 designation. He has been with the firm since 2026 and has prior experience at LPL Enterprise LLC and White Water Express. Peak Retirement Planning serves individual and high-net-worth clients by providing discretionary investment management, financial planning consulting, and related services. The firm offers tailored advice based on clients’ objectives, time horizon, and risk tolerance, and features an in-house CPA and an estate-planning software platform as part of its service model.

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.

Annalisa Sporrong is a CFP® and holds a Series 65 license with seven years at Frazier Financial Advisors, LLC and two years with Private Client Services. She previously worked at Issac Wiles, LLC for 17 years. Frazier Financial Advisors, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing approximately $930 million in client assets. The firm offers discretionary and non-discretionary investment management alongside comprehensive financial planning, employing a range of investment strategies and providing integrated tax, estate, and philanthropy planning.

Jason Eliason is a CFP®, CFA®, and ChFC® with 23 years of industry experience. He has been with Waller Financial Planning Group, Inc. in Columbus, OH since 2008. Outside of his advisory role, he serves as a board member for the Stratford Ecological Center, a nonprofit focused on education and environmental initiatives. Waller Financial Planning Group serves individual investors, pension and profit-sharing plans, and charitable organizations by providing investment management and written financial planning. The firm employs a team-based approach with advanced credentialed advisors and uses customized investment programs managed through the Charles Schwab institutional platform.

Sarah Schwieterman is a CFP® professional with three years of industry experience, currently serving at Peak Retirement Planning, Inc. in Columbus, OH. Her prior experience includes roles at Avantax Advisory Services, Moorman, Harting Financial Services, and Anderson Financial Strategies. She serves as a board member of the Financial Planning Association of Southwest Ohio, where she organizes educational events for financial professionals. Peak Retirement Planning serves individual and high-net-worth clients with discretionary investment management, financial planning consulting, and related services. The firm offers in-house CPA support and estate planning assistance, tailoring strategies to clients’ objectives and reviewing accounts quarterly.

Joseph Schmitz, Jr. is a CFP® and ChFC® with seven years of industry experience. He has worked at Peak Retirement Planning, Inc. since 2021 and previously held roles at First Command and Parkland Securities. In addition to his advisory role, he is licensed as an insurance agent and sells various insurance products. Peak Retirement Planning serves individual and high-net-worth clients with discretionary investment management and financial planning consulting. The firm offers an in-house CPA for tax services and supports estate planning through third-party software, tailoring advice to clients’ objectives and managing approximately $631 million across about 910 accounts.

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.

Christopher Olsgard is a CFP® with 17 years of industry experience, currently serving at Waller Financial Planning Group, Inc. since 2008. He is based in Columbus, OH, and holds the Series 63 designation. Waller Financial Planning Group serves individual investors, pension and profit-sharing plans, and charitable organizations by providing investment management and written financial planning. The firm employs a customized investment approach using an investment policy statement, an Approved Investment List, and a mix of exchange-traded funds and mutual funds, with portfolios typically managed on a discretionary basis.

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.

Emily Wilcher is a CFP® professional with nine years of industry experience. She is currently with Frazier Financial Advisors, LLC and has previously worked at Private Client Services, Triad Advisors, Mid Atlantic Capital Corporation, and Everhart Advisors. In addition to her advisory role, she is involved in tax preparation services through Frazier Financial Advisors. Frazier Financial Advisors, LLC serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, managing approximately $930 million in assets across 16 advisors. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and fiduciary services, using a variety of investment strategies and integrating tax, estate, and philanthropy planning.

Robert Hamilton is a CFP® with 43 years of industry experience. He has been with PDS Planning, Inc. since 1989 and Royal Alliance Associates, Inc. since 1990. PDS Planning, Inc. is a fee-only registered investment adviser serving individual clients, business entities, pension plans, charitable institutions, and non-profit organizations. The firm emphasizes planning-driven investment decisions, offers comprehensive financial planning and investment advisory services, and uses an annual fixed-fee model for most client engagements.

Brad Gregory is a financial advisor at G2 Capital Management, LLC in Columbus, OH, holding a Series 65 designation with nine years of industry experience. He worked at Buckingham Capital Management, Inc. for eleven years prior to joining G2 Capital Management in 2022. 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, supplemented by individual securities as needed, and offers family-office advisory services, retirement plan consulting, and access to private capital market investments for accredited investors.

Sean Luttrell is a CFP® with Series 66 registration and one year of industry experience. He is currently with G2 Capital Management, LLC and previously worked at Summit Financial Strategies and Morgan Stanley. Outside of finance, his work history includes roles in diverse sectors such as collegiate employment and recreational facilities. G2 Capital Management, LLC is an SEC-registered advisory firm managing approximately $756.5 million for a range of clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a primarily long-term, rules-based investment approach focused on risk management and diversified allocations, and it distinguishes itself through its involvement in private funds and private capital opportunities.

Victor Shott is a CFP® with two years of industry experience, currently serving at Frazier Financial Advisors, LLC. His work history includes roles at Private Client Services and Swenson Drive Ins. Frazier Financial Advisors, LLC is a registered investment adviser managing approximately $1.16 billion in assets for individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers tailored investment management and financial planning services using a combination of fundamental and technical analysis, model portfolios, and third-party managers, along with integrated accounting and tax preparation services.

Evan Yakubov is a financial advisor at Windsor Advisory Group, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Deloitte and G2 Capital Management. Windsor Advisory Group provides family office and wealth advisory services primarily to high net worth individuals, families, and family offices, offering personalized financial planning, tax and estate consulting, and portfolio management across both public and private markets. The firm emphasizes manager selection, due diligence, and discretionary management, and also serves as manager to proprietary pooled private investment vehicles.

Samantha Buck is a financial advisor at Windsor Advisory Group, LLC in Columbus, Ohio, holding a Series 65 license with four years of industry experience. She has worked at Windsor Advisory Group since 2018 and previously held positions at Grange Insurance and the Ohio State Office of Student Life Disability Services. Windsor Advisory Group serves ultra-high net worth individuals and families, providing discretionary portfolio management, financial planning, and family office services. The firm emphasizes customized cash flow and investment plans implemented across public and private markets, including management of pooled private investment vehicles, primarily for clients with investable assets of $20 million or more.

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.