Ralph Martinez is a financial advisor with SWS Advisors, Inc. in Columbus, Ohio, holding a Series 63 designation and bringing 42 years of industry experience. He has been with SWS Advisors since 2015 and also holds a license as an insurance agent, occasionally offering insurance products alongside his advisory services. SWS Advisors, Inc. is a registered investment adviser serving individuals, corporations, businesses, and charitable organizations with discretionary portfolio management and financial planning services. The firm employs both fundamental and technical analysis and manages approximately $50.6 million in discretionary assets for about 449 client relationships.

Andrew Barton is a CFP® certificant with 13 years of experience in financial advising. He is currently with Boldin Advisors, a team-based firm, and has held prior roles at Facet, MEEDER Investment Management, and Libertas Wealth Management Group. Outside of financial advising, he is the owner and board member of Uncle D, LLC, a printing services and product promotion business. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on low-cost, diversified indexed funds and ETFs with a long-term, buy-and-hold investment approach. The firm operates multiple offices with a six-advisor team and charges fixed, hourly, or annual fees rather than percentage-based fees.

Shyam Mayadev is a financial advisor with Capital City Asset Management Group, LLC, holding the ChFC® and Series 63 credentials and bringing 41 years of industry experience. He has operated Mayadev Pension & Financial Services since 1978 and Shyam Mayadev, CHFC, CLU & Associates since 1987. Mayadev also serves as an independent insurance agent, selling and servicing health, fixed annuities, and life insurance products. Capital City Asset Management Group is a team of 11 advisors managing approximately $43.3 million in discretionary assets. The firm provides customized investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, and businesses, utilizing a range of strategies across multiple asset classes.

David Gilg is a financial advisor at Capital City Asset Management Group, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Capital City and Itt Tech since 2014. In addition to his advisory work, he teaches business management and finance courses at Columbus State Community College. Capital City Asset Management Group is an 11-advisor team providing discretionary investment management and financial planning to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm uses a variety of investment strategies and constructs customized portfolios aligned with clients’ objectives.

Kurt Altrichter is a financial advisor with Life, Inc. Retirement Services in Delaware, OH, holding a Series 65 designation and nine years of industry experience. He previously worked at HighMark Wealth Management and Heritage Wealth Architects. Outside of his advisory role, Mr. Altrichter serves as an Infantry Officer in the Army National Guard and is Treasurer on the Board of Directors for the Saint Thomas Academy Alumni Association. Life, Inc. Retirement Services provides portfolio management, financial planning, and pension/401(k) consulting to individuals and small-business plan sponsors, focusing on a long-term trading approach using fundamental and quantitative analysis. The firm manages most assets on a non-discretionary basis and operates across five offices with a team of four advisors.

Dennis Ku is a financial advisor at SB Advisory, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at San Blas Securities, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and Bankers Life. Ku also owns an insurance brokerage offering multi-line insurance sales and service. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing over $1.1 billion for more than 2,600 clients. The firm serves individuals, businesses, and retirement plans primarily on a non-discretionary basis, employing fundamental, technical, and qualitative analysis in portfolio management and financial planning.

Angelo Manzo is a CFP® and CFA® with 17 years of experience in financial advising. He has been with Meeder Advisory Services, Inc. since 2015. Outside of his advisory role, he is a licensed real estate agent and owner of Land Realty in Columbus, OH. Meeder Advisory Services, Inc. provides portfolio management, strategist/sub-advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients. The firm uses proprietary quantitative methodologies to manage portfolios across equities, fixed income, and mutual funds, offering tax-aware and risk-based model solutions with a range of discretionary and non-discretionary program options.

Melanie Taylor is a financial advisor at Brooklyn FI, LLC with three years of industry experience. She previously worked at Elwood & Goetz Wealth Advisory Group LLC and has experience in education through roles at the University of Georgia, Athens YMCA, and Columbus High School. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating specialized external strategies and offers unique features such as an affiliated tax-preparation business and aggregation of held-away assets.

Ryan Dunlap is a financial advisor at WealthBridge Capital Management, LLC with 29 years of industry experience. He has held roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Private Client Services before joining WealthBridge in 2018. Dunlap is a licensed insurance professional and holds the Series 63 and Series 65 designations. WealthBridge Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management and financial planning. The firm utilizes tax-aware portfolios primarily consisting of low-cost ETFs and mutual funds, combining fundamental, technical, and cyclical analysis with discretionary oversight.

Kevin Kruse is a financial advisor at Meeder Advisory Services, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Summit Financial Strategies from 2017 to 2024. 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 offers tax-aware and personalized model solutions, often acting as a discretionary manager while serving as a strategist or model provider in non-discretionary programs.

Mikhail Poltyrev is a financial advisor at GGM Financial LLC with 16 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including JPMorgan Securities LLC and Commonwealth Financial Network. Outside of advising, he is a co-owner of BAM Distributing, a private eBay sales business. GGM Financial, LLC serves individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients with wealth management, financial planning, and retirement consulting. The firm offers discretionary portfolio management and standalone planning, employing a goal-based investment approach that includes modern portfolio theory, fundamental, quantitative, technical, and cyclical analysis.

Robert Ostrander is a CFP® professional with 44 years of experience in the financial services industry. He is affiliated with SWS Advisors, Inc., where he has worked since 2008. Ostrander serves on the boards of multiple nonprofit organizations, including America Freedom Project and Floodgate Vision, and is president of Centerpoint Stewardship, Inc., a holistic planning organization for individuals and families. SWS Advisors, Inc. is a registered investment adviser serving individuals, corporations, businesses, and charitable organizations. The firm manages approximately $50.6 million in discretionary assets across about 449 client relationships, offering discretionary portfolio management, written financial planning, and project-based advice tailored to client needs.

Laurie Licata is a CFP® professional with seven years of industry experience, currently serving as part of the team at PDS Planning Inc in Dublin, OH. She has been with PDS Planning since 2008, totaling 18 years at the firm. PDS Planning Inc is a fee-only registered investment adviser that offers financial planning and portfolio management to individuals, business entities, pension plans, and charitable organizations. The firm manages approximately $2.17 billion across about 600 clients and employs a fixed-fee structure for its advisory services, providing customized financial plans and investment strategies that include ETFs, mutual funds, separate accounts, and direct equities and fixed income.

Eric Kelemen is a financial advisor with MDRN Capital, holding Series 65 and Series 63 registrations. He has experience in the financial industry beginning in 2011, including roles at Huntington National Bank, Golden Reserve, and Park National Bank before joining MDRN Capital. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and constructs portfolios using independent managers and low-cost mutual funds and ETFs, focusing primarily on a long-term investment approach.

Kurt Hildebrand is a financial advisor at Capital City Asset Management Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kestra Investment Services, Kestra Advisory, and Capital City Partners, Inc. Hildebrand also operates The Hildebrand Financial Group, which provides insurance services and college planning programs, and supports a martial arts program pro-shop at the local YMCA. Capital City Asset Management Group offers discretionary asset management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm creates customized portfolios based on client-specific factors and employs a range of investment strategies, sometimes utilizing third-party managers to implement these approaches.

Jacob Martin is a CFP® with eight years of industry experience. He has worked at The Joseph Group from 2013 to 2025 and subsequently at NorthAvenue Financial Advocates before joining Keeler & Nadler Family Wealth, LLC in 2025. Keeler & Nadler Family Wealth provides wealth management services combining investment management and financial planning for individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing a broad range of analysis methods and incorporates tools such as margin, leverage, and derivatives in client strategies.

Shane Swearingen is a financial advisor at Truvestments Capital LLC with eight years of industry experience. He holds a Series 65 designation and has been with Truvestments since 2018. In addition to his role at Truvestments, he is a partner and owner of Shane & Shane Financial, where he is involved in non-variable insurance sales including health, dental, vision, and disability coverage. Truvestments Capital serves individuals, high-net-worth individuals, trusts, estates, and retirement plans by providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm creates customized, primarily long-term portfolios emphasizing low-cost mutual funds and ETFs, and acts as the investment manager for a private Bitcoin fund.

James Hamilton is a financial advisor with PDS Planning Inc in Dublin, Ohio, holding 26 years of industry experience. He has been with PDS Planning since 1993 and Royal Alliance Associates, Inc. since 1994. 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 provides comprehensive financial planning and investment advisory services with a planning-driven approach, including retirement-plan consulting, executive compensation, business succession planning, and estate coordination.

Taylor England is a CFP® professional with one year of experience at Consolidated Financial. He has held roles at Beverage Marketing Group, LLC, and serves as a Staff Sergeant in the Ohio Army National Guard. Outside of finance, he works part-time in beverage marketing and military coordination. Consolidated Financial Management Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management, financial planning, consulting, and pension plan services, constructing portfolios using equities, ETFs, bonds, and mutual funds.

David Lien is a financial advisor at Meeder Advisory Services, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, CrowdStreet Capital, Emerson Equity, and Altegris Investments. 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 asset classes and offers tax-aware, age- or risk-based model solutions, often acting as a discretionary manager while serving as a strategist or model provider in non-discretionary programs.