Brandon Boychuk is a financial advisor with ANTOLINO Wealth Advisors in Columbus, OH, holding credentials including CFP® and ChFC® with 10 years of industry experience. His prior work includes positions at Kestra Investment Services, Bank of America, and Merrill. Outside of advising, he owns an auto detailing business. ANTOLINO Wealth Advisors offers financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm utilizes a multi-dimensional asset allocation approach, incorporating various investment models and planning tools to create custom portfolios and ongoing reviews.

Michael Parker is a CFA® charterholder with nine years at SWS Partners, LLC and a previous nine-year tenure at OPERS, totaling 18 years in the financial industry. He serves on the board of The 1976 Club, which manages the rowing program at Orchard Lake St Mary's School. SWS Partners, a five-person advisory team managing approximately $442.6 million in assets, offers discretionary investment management, financial planning, OCIO, and multi-family office services to individuals, family offices, pension plans, trusts, estates, charitable organizations, and small businesses. The firm combines passive asset-class exposures with fundamental, research-driven active selection and provides services such as wrap-fee programs, third-party model licensing, and access to private funds and alternative investments.

Alexander Moeslein is a financial advisor at Windsor Advisory Group, LLC, holding a Series 65 credential. He has been with Windsor Advisory Group since 2023 and previously worked at SMC Infrastructure Partners, Miami University, and Giant Eagle. Windsor Advisory Group provides family office and wealth advisory services to high net worth individuals, families, trusts, corporations, and charitable entities. The firm offers comprehensive personal CFO services, including tax, trust and estate consulting, charitable giving, insurance, banking, and private business transactions, alongside portfolio management with a focus on both public and private markets.

James Parker is a financial advisor at SWS Partners, LLC in Columbus, OH, holding a Series 66 designation with 24 years of industry experience. He has been with SWS Partners since 2015 and previously worked at American Express Financial Advisors. Parker is also the owner of Parker Asset Strategies Group, a financial services business. SWS Partners manages approximately $442.6 million in assets with a five-person advisory team, providing discretionary investment management, financial planning, OCIO, and multi-family office services to a range of clients including high-net-worth individuals, family offices, and charitable organizations. The firm combines passive asset-class exposures with fundamental, research-driven active selection and is known for its involvement in pooled investment vehicles and wrap-fee wealth management programs.

Jason Burkholder is a CFP® and CFA® with 17 years of industry experience. He has been with ANTOLINO Wealth Advisors since 2026, previously working for New Legacy Financial Group, LLC for 17 years. ANTOLINO Wealth Advisors provides financial planning and investment management to individuals, high-net-worth clients, trusts, estates, and retirement plans, using a multi-dimensional asset allocation approach called the ABC’s of Cashflow™. The firm offers a planning process known as the UltraVision System® and employs various portfolio management strategies, including discretionary and non-discretionary management and pension consulting.

Case Belger is a financial advisor at rebel Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining rebel Financial, he worked at Amazon and The Ohio State University. rebel Financial serves individual and high-net-worth investors, pension and profit-sharing plans, and corporate clients by providing customized portfolio management, comprehensive financial planning, investment management, and insurance solutions. The firm also offers tax preparation, bookkeeping, and payroll services, combining fundamental and technical analysis with modern portfolio theory in its investment process.

Jack Hewitt is a CFP® professional with Series 63 and Series 65 licenses currently affiliated with ANTOLINO Wealth Advisors in Columbus, OH. He has been working in the financial advisory industry since 2023, including roles at Lifetime Financial Growth and Advanced Retirement Design. Prior to his financial career, he was a student for seven years. ANTOLINO Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans with financial planning and investment management services. The firm uses a multi-dimensional asset allocation approach called the ABC’s of Cashflow™ and offers proprietary planning and membership programs alongside discretionary and non-discretionary portfolio management.

Stephen Lukan is a CFP® professional with nine years of industry experience, currently affiliated with John E. Sestina and Company in Columbus, OH. He has been with the firm since 2016. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement plan consulting. 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.

Cole Schrock is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 66 designation with four years of industry experience. He has worked at several firms including Private Advisor Group, LLC and LPL Financial, LLC, and has a background that includes various roles outside the financial sector. Schrock is also licensed as an insurance agent, selling various insurance products as part of his business activities. Peak Retirement Planning serves individual and high-net-worth clients with discretionary investment management, financial planning consulting, and related services. The firm provides access to an in-house CPA for tax preparation and uses a third-party platform for estate planning, tailoring advice to client objectives and managing accounts with regular reviews and reporting.

Mark Coffey is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Summit Financial Strategies Inc since 2010. He holds the Series 63 designation and is based in Columbus, OH. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory and wealth management services alongside standalone financial and tax planning, employing primarily long-term investment strategies with access to a variety of portfolio management options.

Luke Salcone is a CFP® professional with 11 years of experience in financial advising, currently with Summit Financial Strategies Inc. He has been with Summit in various capacities since 2015. Outside of finance, he has experience in the food service industry through Bruegger's Bagels DBA North Coast Bakeries, where he worked for 11 years. Summit Financial Strategies serves individuals, business entities, trusts, estates, and charitable organizations with a range of advisory services including investment management, financial planning, tax planning, and retirement plan services. The firm employs diversified investment strategies and incorporates technology such as AI and third-party platforms to enhance portfolio management and tax efficiency.

Phillip Huff is a financial advisor at Golden Reserve Retirement, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms including Independence Wealth Advisors, LLC and AlphaStar Capital Management, LLC. In addition to his advisory role, he is a licensed insurance agent affiliated with Golden Reserve, LLC, where he recommends and services insurance products and fixed annuities. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, focusing on long-term, low-cost investing guided by modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities, with formal affiliations that integrate legal and tax expertise into its advisory offerings.

Bart Fisher is a CFP® and ChFC® with five years of industry experience. He is affiliated with Parallel Equity Advisors Ltd. in Dublin, OH, and has previously worked at Northwestern Mutual and Roger Smith Insurance. Fisher also holds a role as an insurance agent with Symphony Partners Advisory LTD., LLC. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management 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.

Matthew Barnes is a financial advisor at Golden Reserve Retirement, LLC with two years of industry experience. He holds the Series 66 designation and has prior experience with The Prudential Insurance Company of America and Pruco Securities LLC. Barnes is also a licensed insurance agent affiliated with Golden Reserve, LLC, where he sells and services insurance products and fixed annuities. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, emphasizing long-term, predominantly passive investing based on modern portfolio theory. The firm integrates estate-planning and tax-preparation services through affiliated entities and employs a discretionary management approach tailored to client goals.

Robert Gavlak is a CFP® and Series 66 licensed advisor with 14 years of industry experience. He is currently with Balance Wealth and Balance Insurance Solutions, where he provides investment advice and creates insurance strategies. His prior experience includes roles at WealthSource Partners, AMG Group, and Strategic Wealth Partners. Balance Wealth Partners is a registered investment adviser serving individual and high-net-worth clients as well as retirement plans. The firm employs diversified, risk-based portfolios and a variety of investment strategies, operating through a team-based structure across multiple offices.

Todd Anderson is a financial advisor at Summit Financial Strategies Inc with four years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Nationwide Mutual Insurance, JPMorgan, and Merrill. Summit Financial Strategies serves individuals, business entities, trusts, estates, and charitable organizations, offering investment advisory services, wealth management, financial planning, tax planning, and retirement plan services. The firm emphasizes diversified, long-term portfolio construction with flexibility for shorter-term strategies and maintains a fiduciary standard as a fee-only adviser.

Christopher Kimmet is a CFP® with eight years of industry experience and is currently affiliated with Aptus Financial, LLC. His career includes roles at Hamilton Capital, Origin Financial, and Steady Climb Financial Planning, as well as five years at PolyOne. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on passive, long-term indexing and simple asset allocation, offering financial planning as its primary service while clients maintain control of their investment accounts.

Anthony Calvino is a financial advisor at Trinity Financial Advisors LLC in Columbus, OH, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Damascus Catholic Mission Campus and Waldron Private Wealth. Trinity Financial Advisors LLC is a fee-only, SEC-registered advisory firm managing approximately $580 million for about 200 individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and business advisory services, employing a customized investment approach that includes exchange-listed securities, mutual funds, bonds, and ETFs with ongoing monitoring and rebalancing.

Spencer Hagar is a CFP® professional with five years of industry experience, currently serving as a financial advisor at John E. Sestina and Company since 2017. Prior to his advisory role, he worked at Target from 2014 to 2019. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a multi-advisor team approach and utilizes a long-term, diversified investment strategy grounded in modern portfolio theory.

Keegan Van Meter is a CFP® professional with four years of industry experience, currently serving at Summit Financial Strategies Inc. Prior to his advisory role, he worked at Ohio University and Granville High School. Outside of his financial advisory work, he is involved in managing storage unit facilities through two real estate ventures in Ohio. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory, wealth management, standalone financial and tax planning, and discretionary portfolio management, emphasizing long-term strategies with flexibility for shorter-term trading and alternative investments.