Christian Norman is a financial advisor at MDRN Capital with three years of industry experience. He holds a Series 65 designation and previously worked at Golden Reserve Retirement, LLC, where he also served as a licensed insurance agent recommending and selling insurance products and fixed annuities. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm uses a multi-advisor team approach and focuses on portfolios constructed with independent managers and low-cost mutual funds and ETFs.

Andrew Roseberry is a financial advisor with Consolidated Financial in Dublin, OH, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Consolidated Financial since 1998. In addition to his advisory role, he is an independent insurance agent specializing in property and casualty insurance. Consolidated Financial Management Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management, financial planning, consulting, and pension/401(k) plan services, constructing portfolios from a range of securities and offering both discretionary and non-discretionary management.

Ted Clark is a financial advisor with Meeder Advisory Services, Inc. in Dublin, Ohio, holding a Series 66 designation and 24 years of industry experience. He has been with Meeder Advisory Services since 2014. Meeder Advisory Services primarily serves financial intermediaries, retirement plan sponsors and their participants, and individual investors, offering portfolio management across equity, fixed income, and cash solutions. The firm’s investment approach relies on quantitative models and an asset-allocation framework, often utilizing affiliated mutual funds and providing strategist and model services to other advisers and platforms.

David Pagliaro is a financial advisor with Meeder Advisory Services, Inc. in Dublin, OH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked for the Frank Russell Company for 21 years before joining Meeder Investment Management in 2026. Meeder Advisory Services provides portfolio management, strategist/sub-advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients. The firm uses proprietary quantitative methodologies and model construction to manage a range of portfolios, including tax-aware and risk-based solutions, often acting as a discretionary manager while collaborating with intermediaries.

Randall Gerber is a financial advisor with Gerber, LLC in Worthington, Ohio, holding a Series 63 designation and 35 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2020 and has been involved with Gerber LLC since 1999. Outside of advising, he provides business consulting to entrepreneurs through Gerber Emerging Entrepreneur and is involved in selling identity theft protection services and non-variable insurance products. Gerber, LLC partners exclusively with growth-oriented, first-generation entrepreneurs, offering wealth management, discretionary investment management, entrepreneurial planning, and retirement plan advisory services. The firm employs a long-term investment approach utilizing fundamental, technical, behavioral, and charting analyses, and manages $588 million in discretionary assets with a focus on entrepreneurial coaching and sophisticated investment strategies.

Byul Jheong is a financial advisor at Meeder Advisory Services, Inc. with four years of industry experience. Prior to joining Meeder in 2024, Jheong held roles at CrowdStreet Capital LLC, CrowdStreet Inc., CrowdStreet Advisors, LLC, Better.com, and TCWGlobal. Their background includes investor relations and analyst experience at CrowdStreet entities. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors, and individual investors through portfolio management and model strategies. The firm employs a quantitative, asset-allocation-driven investment approach, often using affiliated mutual funds and providing services mainly through intermediaries and institutional plan relationships.

Luke Scott is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their individual financial goals and develop tailored strategies to pursue those goals across short-, mid-, and long-term time horizons. Luke specializes in helping clients navigate complex financial priorities, including investing, retirement planning, and managing competing demands such as home buying, college savings, elder care, and healthcare preparation. He provides ongoing advice and portfolio management, adapting strategies as clients’ needs evolve. He also coordinates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Luke holds a Bachelor's Degree from Ohio State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His approach centers on uncovering what matters most to clients and their families to create effective financial strategies.

Kyle Westland is a financial advisor with Meeder Advisory Services, Inc., holding a Series 65 credential and three years of industry experience. He has prior experience with the WVU Student Managed Investment Fund and West Virginia University. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors, and individual investors through separately managed accounts and model programs. The firm employs a quantitative, asset-allocation-driven investment approach and primarily works with intermediaries and institutional plan relationships.

Mark Beaver is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently with Keeler & Nadler Family Wealth and previously worked at Purshe Kaplan Sterling Investments, Inc. for nine years. Additionally, he is a licensed fixed insurance agent providing life, disability, and long-term care insurance products. Keeler & Nadler Family Wealth offers wealth management services that integrate investment management and financial planning for individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm provides both discretionary and non-discretionary portfolio management, using a range of analysis methods and offering corporate retirement plan services including ERISA 3(21) fiduciary support.

Aaron Green is a CFP® with 20 years of industry experience, currently serving as an advisor at GGM Financial LLC since 2018. His prior roles include positions at Commonwealth Financial Network and Gloeckner Financial Group. Outside of his advisory work, he is a co-owner and finance manager of a private real estate holding company in Columbus, Ohio. GGM Financial, LLC provides wealth management, asset management, financial planning, and retirement plan consulting to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs discretionary, goal-based investment programs tailored to client objectives and risk tolerance, using a combination of modern portfolio theory alongside fundamental, quantitative, technical, and cyclical analysis.

James Rogers is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Fisher Investments, Hamilton Capital, WealthStone Advisors, and Guardian Life. He is currently with PDS Planning Inc in Dublin, OH. PDS Planning, Inc. is a fee-only registered investment adviser serving individuals, businesses, pension plans, and charitable organizations. The firm offers customized financial planning and portfolio management, employing a diversified investment approach with fixed-fee arrangements.

Melody Brady is a CFP® professional with 15 years of industry experience. She currently serves as an advisor at Nectarine and has held roles at Calton & Associates, Forefront Wealth Partners, XYPN Invest, Beechmont Financial Group LLC, CUSO Financial Services, and Charles Schwab. Nectarine provides consultative financial planning to individual and high-net-worth clients, offering services ranging from one-hour consultations to ongoing planning engagements. The firm emphasizes long-term asset allocation with low-cost, index-based mutual funds and ETFs and operates on a fee-for-service model without managing client investment portfolios.

Matthew Collins is a CFP® with 14 years of industry experience, currently serving as an advisor at GGM Financial LLC since 2018. His prior experience includes roles at Nationwide and Commonwealth Financial Network. Outside of his advisory work, he is the owner of two investment-related entities created to facilitate advisory and private holding investments. GGM Financial provides financial planning, portfolio management, retirement plan consulting, and wealth management services to individuals, including high-net-worth clients, as well as institutional clients such as pension and charitable organizations. The firm combines internally managed and third-party model portfolios, offering access to a broad range of securities and products alongside individualized financial planning and retirement rollover guidance.

Edward Bell is a CFP®, ChFC®, and Series 63 credentialed advisor with 25 years of industry experience. He has been with Consolidated Financial since 1998 and serves as a managing member and partner of the firm. Consolidated Financial Management Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management, financial planning, consulting, and pension/401(k) plan services, constructing portfolios using equities, ETFs, bonds, and mutual funds based on third-party research.

Joshua Hunter is a financial advisor at Meeder Advisory Services, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked in roles at The Bellevue Hospital, Cross Country Mortgage, and Schroderer & Company CPA LLC. Outside of his advisory work, he is a partner in Dart-Frog Ventures, LLC, a virtual touring and marketing business. 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 solutions tailored by tax, age, or risk profile.

Vaughn Flowers is a financial advisor with Capital City Asset Management Group, LLC, holding a Series 63 designation and 13 years of industry experience. He has worked at MassMutual Life Insurance Company since 2013 and has operated his own business since 2012. Capital City Asset Management Group, LLC provides discretionary asset management and financial planning to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm creates customized portfolios using strategies such as tactical asset allocation, value investing, and dynamic timing, and offers planning services for retirement, estate, college, and business needs.

Chris Engel is a financial advisor with Meeder Advisory Services, Inc. He holds Series 65 and Series 63 designations and has 24 years of industry experience. Prior to joining Meeder Advisory Services in 2019, he worked at Advisors Capital Management, LLC, Quasar Distributors, LLC, and Horizon Investments LLC. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors, and individual investors through separately managed accounts and model programs. The firm employs quantitative models and an asset-allocation framework, often using affiliated mutual funds, and primarily works through intermediaries and institutional plan relationships.

Cynthia Mason is a financial advisor at SWS Advisors, Inc. in Columbus, OH, with 13 years of industry experience. She holds a Series 63 designation and has worked at several firms including PL Marketing and Enercon Energy. Outside of advising, Mason is a notary and has been involved with Youth Advocate Services since 2013. SWS Advisors, Inc. serves individuals, corporations, businesses, and charitable organizations with discretionary portfolio management, financial planning, and project-based advice. The firm manages approximately $50.6 million in assets across 449 client relationships with a seven-advisor team, using both fundamental and technical analysis to tailor investment strategies.

Ross Emrick is a financial advisor at Meeder Advisory Services, Inc. with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including BNY Mellon Advisors, Pershing LLC, and J.P. Morgan Securities. Prior to his advisory career, he was involved in home remodeling businesses. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors, and individual investors through separately managed accounts and model programs. The firm uses a quantitative, asset-allocation-driven investment process and primarily works through intermediaries rather than direct retail clients.

William Root is a financial advisor at Keeler & Nadler Family Wealth with 22 years of industry experience. He holds a Series 66 designation and has worked at Arenstein & Andersen Co., LPA since 2024, following a lengthy tenure at Resch Root Phillipps and Graham LLC from 1978 to 2024. In addition to his advisory role, he serves as Of Counsel, specializing in estate and business planning law. Keeler & Nadler Family Wealth provides wealth management services integrating 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 variety of analytical methods and investment tools tailored to client goals and risk tolerances.