Andrew Meadows is a financial advisor at Sheikh Investments, Inc. in Columbus, Ohio, holding a Series 66 designation with 17 years of industry experience. He has been associated with MoneyBlock since 2012. Sheikh Investments, Inc. is an Ohio-registered investment adviser serving approximately 166 clients with $126 million in assets under management. The firm provides portfolio management, financial planning, and consulting to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable institutions, and various institutional entities. The firm employs a range of analytical methods and focuses on long-term investment strategies with risk monitoring and selective option overlays, generally executing trades following client consultation or written discretionary authority.

Bradley Senita is a financial advisor at Royal Oak Financial Group with nine years of industry experience. He holds Series 65 and Series 66 licenses. Senita has worked with Royal Oak Financial Group since 2017 and was previously with Greenstone Wealth Management. He is also an independent insurance agent for various independent insurance companies. Royal Oak Financial Group serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm emphasizes long-term, diversified equity and fixed-income strategies tailored to client goals, using multiple forms of analysis in its discretionary management process.

Daniel Tetirick is a financial advisor at Ross Wealth Advisors, LLC in Columbus, OH, with six years of industry experience. He holds a Series 63 designation and has worked in advisory roles since 2020. In addition to his advisory work, he has obtained insurance licenses to assist clients with Medicare-related needs. Ross Wealth Advisors, LLC is an SEC-registered firm managing approximately $140 million in discretionary assets for around 270 clients. The firm offers portfolio management, access to third-party model portfolios, and financial planning with investment advice tailored to client objectives and risk tolerance.

Jill Raderstorf is a financial advisor at Aptus Financial, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Hamilton Capital, LLC and Fifth Third Bank. Outside of her advisory role, she serves as an unpaid advisor to Accelerating Angels, a venture investment firm focused on high-growth, women-owned businesses, where she assists with building due diligence processes. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm emphasizes financial planning over discretionary portfolio management, supporting clients with passive, long-term indexing strategies, structured educational programs, and subscription-based ongoing support.

Anthony Payne is a CFP® professional with nine years of experience in financial advising. He has been with John E. Sestina and Company since 2016. The firm serves individual and high-net-worth clients by providing comprehensive financial planning, portfolio management, retirement plan consulting, and educational workshops. John E. Sestina and Company employs a multi-advisor team of 12 professionals and manages approximately $634 million in discretionary assets, following a long-term, diversified investment approach grounded in modern portfolio theory.

Bruce Mizer is a Series 65-licensed financial advisor with 24 years of industry experience. He has been with The Joseph Group Capital Management in Columbus, OH since 2011. The Joseph Group Capital Management provides discretionary investment management and financial planning services to individuals, families, trusts, charities, businesses, and retirement plan sponsors. The firm’s investment approach includes multiple named strategies tailored to client goals, an internal Investment Team that meets weekly for market analysis, and a focus on client communications and educational materials.

Dakota Van Horn is an advisor at TCP Asset Management, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Moochie and Company and United Planners' Financial Services of America. TCP Asset Management provides portfolio management, financial planning, and pension consulting services to individuals and pension/profit-sharing plans without account minimums. The firm employs a combination of fundamental and technical analysis with a long-term trading approach and utilizes model portfolios and sub-advised strategies through third-party platforms.

Vance Bennett is a CFP® professional with 24 years of industry experience, currently serving at Parallel Equity Advisors Ltd. since 2018. He has also worked at Fortune Financial Services, Inc. and Quest Capital Strategies, Inc., and has operated his own advisory practice since 1996. Outside of financial advising, he owns and operates a tax preparation business and is licensed as an insurance agent specializing in life, health, and annuities. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates primarily on a consultative, non-discretionary basis, tailoring investment advice to clients’ objectives, time horizons, and risk tolerances.

Jamie Menges is a CFP® with 23 years of industry experience, currently serving as an advisor at PDS Planning, Inc. since 2013. He holds a Series 63 designation and is based in Dublin, Ohio. PDS Planning, Inc. is a fee-only registered investment adviser that serves individual clients, business entities, pension plans, charitable institutions, and non-profits. The firm provides comprehensive financial planning and investment advisory services with a planning-driven approach, emphasizing fixed-fee engagements and a fiduciary standard.

Welcome and thank you for taking a moment to read more about Bolt Financial Group and Shaun Carney, CFP®! Shaun Carney is the Co-Founder of Bolt Financial Group, a CERTIFIED FINANCIAL PLANNERTM and serves as the firm’s Wealth Advisor. Shaun has over seven years of experience in the financial services industry. Responsible for establishing and maintaining client relationships, Shaun finds immense satisfaction in helping individuals better prepare for retirement. Prior to forming his own firm, Shaun served in the United States Air Force and worked with Edward Jones. After earning his Master of Science degree in Cost Analysis, Shaun went on to obtain his CFP(R), Series 7 and 66 securities licenses. As a member of the Air Force Reserve, Shaun continues to fly C-17s in service to the United States of America. When he isn’t helping people plan for retirement, and piloting C-17s, Shaun is an avid golfer, traveler, husband, and father to three children. Always eager to help others and give back in any way that he can, Shaun regularly volunteers with the Reserve Officers Association and the Knights of Columbus.

Kevin Kale is a financial advisor at SWS Partners, LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Manning & Napier Advisors, LLC and Inverness Securities. Outside of his advisory role, he is involved in multiple film production ventures as a silent investor and producer. SWS Partners manages approximately $442.6 million in assets through a five-person team, offering discretionary investment management, financial planning, OCIO, and multi-family office services to individuals, family offices, pension plans, and other clients. The firm combines passive asset-class exposures with fundamental active selection and is involved in pooled investment vehicles, wrap-fee programs, and alternative investments.

Samuel Nordquist is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 designation with three years of industry experience. Before joining Peak Retirement Planning in 2023, he worked at Republic Services and Chipotle Mexican Grill. He is also licensed as an insurance agent and engages in insurance sales. Peak Retirement Planning serves individual and high-net-worth clients with discretionary investment management and financial planning consulting. The firm offers in-house CPA services and access to estate-planning software, tailoring strategies based on client objectives and risk tolerance while managing approximately $631 million in assets.

Larry Myers Jr. is a financial advisor with Golden Reserve Retirement, LLC, holding a Series 63 designation and nine years of industry experience. His prior experience includes roles at Cetera, Farmers National Bank, Citizens Securities, and Citizens Bank. Outside of advisory work, he is active as a food delivery driver for Uber Eats and DoorDash. Golden Reserve Retirement, LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes long-term trading, diversification, and low-cost investments, integrating estate-planning and tax services within its fee structure.

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.

Jennifer Poirier is a CFP® professional with three years of industry experience, currently serving at Gryphon Financial Partners in Columbus, OH. She previously worked at PNC Bank for 13 years. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities, serving both non-high-net-worth and high-net-worth clients. The firm focuses on family business sales and exits, succession and legacy planning, and offers discretionary and non-discretionary portfolio management, investment consulting, tax and estate planning, and family office services.

Samuel Russo is a Series 65-licensed advisor with Lasting Mark Retirement Group LLC in Dublin, Ohio. He has worked in the financial services industry since 2020, including roles at White Oak Partners and The Siegfried Group prior to joining Lasting Mark Retirement Group. Lasting Mark Retirement Group LLC provides portfolio management and integrated financial planning primarily for individual and high-net-worth clients in or nearing retirement. The firm employs a Modern Portfolio Theory-based investment approach, monitors portfolios regularly, and offers both discretionary and non-discretionary management.

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.

Christen Biddlestone is a financial advisor at Trinity Financial Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Trinity, Christen worked at Maxtown Medical Corp, Nationwide Insurance, and Diamond Hill Capital Management. Trinity Financial Advisors LLC serves individuals and high-net-worth clients, providing business-related financial planning and consulting. The firm manages approximately $670 million across about 208 client relationships, offering customized portfolios and ongoing monitoring through platforms such as eMoney and Addepar.

Jeffrey Foster is a CFP® with 21 years of industry experience and has been with Retirement Strategies, Ltd. since 2008. He holds a Series 63 license and is based in Dublin, Ohio. Outside of his advisory role, he is a passive partner in RS Tax and Accounting Services, LLC, a tax and accounting firm managed by an active partner. Retirement Strategies, Ltd. serves individuals, including high-net-worth clients, and pension/profit-sharing plans by providing portfolio management, financial planning, consulting, and employer savings-plan monitoring. The firm offers regular newsletters, educational seminars, and uses client-facing planning software to support comprehensive financial planning.

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.