Jeff Cullman, Managing Director, has spent more than 30 years helping individuals and families navigate the opportunities and responsibilities that come with significant wealth. A financial advisor since 1995, Jeff works closely with families facing complex investment plan decisions including multi-generational wealth planning, estate planning strategies, charitable giving, and business ownership. He is particularly passionate about helping families preserve not only their financial legacy, but also the values and knowledge that should accompany it. A FAMILY PERSPECTIVE Jeff grew up working alongside his father in the family wealth management business for 27 years. That experience shaped the way he thinks about wealth, family, and the responsibility of passing both financial resources and wisdom from one generation to the next. Jeff believes successful advising begins with trust and listening. Before making recommendations, he takes time to understand a client's experiences, priorities, and what matters most to their family. His goal is for clients to feel they have a trusted advisor and confidant who will always put them first. BEYOND THE OFFICE Jeff and his wife, Annette, have three children. They enjoy Upper Arlington sporting events, golf, and returning each summer to Walloon Lake, Michigan, where Jeff's grandparents built a family home more than six decades ago. Jeff is also active in the community through The Lakes Golf & Country Club and The First Tee of Central Ohio.

W. Bruce Holt is a Senior Vice President who has spent nearly three decades helping clients bring clarity and perspective to complex financial decisions. He began his career in financial services in 1996 as a CPA before becoming a Financial Advisor, drawn to the opportunity to work more personally with clients. As a CERTIFIED FINANCIAL PLANNER® professional and Certified Kingdom Advisor®, Bruce helps clients clarify their priorities, develop thoughtful investment plans, and build a healthy relationship with their money. Bruce believes clients need more than information or opinions. They need a trusted thought partner who understands what has shaped their lives, what matters most to them, and where they want to go. HOW HE WORKS His work often includes complex investment planning for high income families, business owners, and those navigating charitable and multi-generational planning, with a particular focus on thoughtful tax strategies. He is especially passionate about helping clients explore how generosity can impact their families and communities. BEYOND THE OFFICE Bruce and his wife, Carrie, have four children. Outside of work, he enjoys trail running, time with his family, and volunteering at LifePoint Church. Bruce and Carrie also devote time to encouraging families raising children with special needs.