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.

Karen Kehres is a financial advisor at Meyers Wealth Management, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and joined Meyers Wealth Management in 2017 after a year at Wells Fargo Clearing. Meyers Wealth Management is a family-owned, SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers customized portfolio management and financial planning using tactical asset allocation and value-oriented strategies, managing approximately $1.9 billion across nine 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® professional with 13 years of industry experience, currently serving at Frazier Financial Advisors, LLC. He has also been affiliated with Private Client Services and Triad Advisors, Inc. Foor provides tax preparation services for clients at Frazier Financial Advisors. Frazier Financial Advisors, LLC serves individuals, high-net-worth clients, pension plans, trusts, and business entities with discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm integrates wealth planning with portfolio management and offers in-house accounting and tax preparation 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.

Martin Meyers is a CFP® professional with 28 years of industry experience. He is a principal at Meyers Wealth Management, LLC, where he has worked since 2018. Prior to that, he held positions at Wells Fargo Clearing and Merrill. Meyers Wealth Management is a family-owned, SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm provides customized financial planning and portfolio management utilizing tactical asset allocation and value-oriented strategies, managing approximately $1.9 billion across nine advisors and about 800 client relationships.

Alexandra Buehler is a financial advisor at Meyers Wealth Management, LLC in Columbus, Ohio, holding a Series 66 designation with five years of industry experience. Prior to joining Meyers Wealth Management as a full team member, she worked at GBQ Partners for three years. Meyers Wealth Management is a family-owned, SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and other entities. The firm employs tactical asset allocation and value-oriented approaches to create individualized investment plans, managing approximately $1.9 billion across nine advisors and about 800 client relationships.

Anthony Zrinyi is a financial advisor at Golden Reserve Retirement, LLC with nine years of industry experience. He has worked previously at Northwestern Mutual and Gibbs Butcher and Brews. Outside of his advisory role, he has experience as a bartender and server. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management, retirement planning, and related tax and estate planning services. The firm emphasizes long-term trading and diversification with a preference for passive, low-cost investments, and integrates affiliated legal and tax services into its offering.

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.

Brad Hennebert is a CFP® professional with two years of experience and is currently a wealth advisor at TCP Asset Management, LLC. His prior roles include positions at Russell & Company - Kestra Investment Services and ownership of real estate-related businesses. He is also a partner at Premier Tax CPAs, a tax preparation and accounting firm. TCP Asset Management provides advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, offering portfolio management, financial planning, and estate-planning referrals through a digital platform. The firm manages accounts on a discretionary basis, tailoring allocations to client goals and utilizing multiple sub-advisers and model providers.

Jason Witt is a financial advisor at ANTOLINO Wealth Advisors in Columbus, OH, holding a Series 66 credential with seven years of industry experience. His prior roles include positions at United Wholesale Mortgage and Brooks Running. ANTOLINO Wealth Advisors provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a multi-dimensional asset allocation approach and offers a structured planning process called the UltraVision System®, combining discretionary and non-discretionary portfolio management with the use of advanced financial tools.

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.

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.

Mary Slane is a financial advisor at TCP Asset Management, LLC with 26 years of industry experience. She holds the Series 63 designation and has worked at firms including United Planners Financial Services of America and Trendency Capital Partners. She has also operated Slane Financial Group since 2003. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans with portfolio management, financial planning, and estate-planning referrals through a digital platform. The firm manages assets on a discretionary basis, using multiple sub-advisers and model providers, and maintains an 11-office footprint with a 25-advisor team.

Christian Carey is a financial advisor with Golden Reserve Retirement, LLC in Dublin, Ohio, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Ameriprise and Edward Jones. Carey is also a licensed insurance agent affiliated with Golden Reserve, LLC, where he engages in the recommendation and sale of insurance products and fixed annuities. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification with an emphasis on passive, low-cost investments. The firm integrates affiliated estate-planning legal and tax services within its fixed annual fee structure.

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.

Eric Eberts is a financial advisor at Keidan Financial Consultants LLC in Columbus, OH, with 19 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and has been with Keidan Financial Consultants since 2012. Keidan Financial Consultants provides investment supervisory services and financial planning to individuals, trusts, high-net-worth clients, and employer-sponsored retirement plans. The firm combines risk-tolerance assessment with asset allocation modeling and quantitative tools, offering both discretionary and non-discretionary portfolio management primarily through mutual funds, ETFs, and fixed-income securities.

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.