Peak Retirement Planning, Inc.

Samuel Nordquist is a financial advisor at Peak Retirement Planning, Inc. in Columbus, Ohio, holding a Series 65 designation with two 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 sells various insurance products. Peak Retirement Planning serves individual and high-net-worth clients through a team of 16 advisors, managing approximately $416 million across about 713 accounts. The firm offers discretionary portfolio management, financial planning, estate-planning assistance, and tax preparation services with an integrated approach tailored to clients’ risk tolerance and objectives.

Joshua Richardson is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 designation with three years of industry experience. Prior to joining Peak in 2023, he worked at Genpact and The Sygma Network, among other organizations. He is also licensed to sell various insurance products. Peak Retirement Planning serves individual and high-net-worth clients and manages approximately $416 million across 713 accounts through a team of 16 advisors. The firm offers discretionary portfolio management, ongoing financial planning, estate-planning assistance, and tax preparation services provided by an in-house CPA.

Cole Filer is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 designation. He has one year of industry experience, previously working at Fifth Third Bank and Lifetime Financial Growth. Prior to his financial career, he worked at Chick-fil-A for six years and completed five years as a full-time student. Peak Retirement Planning serves individual and high-net-worth clients, managing approximately $416 million across about 713 accounts with a team of 16 advisors. The firm provides discretionary portfolio management, ongoing financial planning, estate-planning assistance, and tax preparation services through an in-house CPA.

Tyler Nichols is a financial advisor at Peak Retirement Planning, Inc. in Columbus, Ohio. He holds a Series 65 designation and joined Peak Retirement Planning in 2025. Prior to his current role, Tyler worked at Scioto Country Club and has experience in various roles including positions at 4K Landscape and Ohio State University. Peak Retirement Planning serves individual and high-net-worth clients with approximately $416 million in assets under management across 713 accounts. The firm offers discretionary portfolio management, financial planning, estate-planning assistance, and tax preparation services through an in-house CPA, tailoring investment strategies to each client’s risk tolerance and objectives.

Cole Schrock is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Private Advisor Group, LLC and LPL Financial, LLC. Peak Retirement Planning serves individual and high-net-worth clients, managing approximately $416 million across 713 accounts with a team of 16 advisors. The firm provides discretionary portfolio management, ongoing financial planning, estate-planning assistance, and tax preparation through an in-house CPA, tailoring investment strategies to each client’s risk tolerance and objectives.

Calisto Reghi is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Corient, UBS Financial Services, Inc., and Hooley House. He has been affiliated with The Ohio State University since 2021. Peak Retirement Planning serves individual and high-net-worth clients with discretionary portfolio management, financial planning, estate-planning assistance, and tax preparation services provided by an in-house CPA. The firm customizes investment strategies based on clients’ risk tolerance and objectives and integrates tax and estate-planning support into its offerings.

Alec Schrock is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Peak, he worked in educational roles at Taylor University and Jonathan Alder Local School District. Peak Retirement Planning serves individual and high-net-worth clients, managing approximately $416 million across 713 accounts with a team of 16 advisors. The firm offers discretionary portfolio management, ongoing financial planning, estate-planning assistance, and tax preparation services through an in-house CPA, tailoring investment strategies to clients’ risk tolerance and objectives.

Corey Jordison is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 credential. He joined Peak Retirement Planning in 2025 and has prior experience at Worldwide Express, Milwaukee Tool, and TechTronic Industries. Peak Retirement Planning serves individual and high-net-worth clients, managing approximately $416 million across 713 accounts with a team of 16 advisors. The firm provides discretionary portfolio management, ongoing financial planning, estate-planning assistance, and tax preparation through an in-house CPA, tailoring investment strategies to clients’ risk tolerance and objectives.

Emma Hostetler is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 designation. She joined Peak Retirement Planning in 2025 and has prior work experience at Amazon, Five Guys, and Ulrey Foods. She was a full-time student from 2015 to 2025. Peak Retirement Planning serves individual and high-net-worth clients, managing approximately $416 million across about 713 accounts with a team of 16 advisors. The firm offers discretionary portfolio management, ongoing financial planning, estate-planning assistance, and tax preparation services through an in-house CPA, tailoring investment strategies to clients’ risk tolerance and objectives.

Cameron Kaska is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Peak Retirement Planning, he worked at Kirtland Country Club and attended Kent State University. He is also an independent insurance agent involved in the sale of various insurance products. Peak Retirement Planning serves individual and high-net-worth clients, managing approximately $416 million across 713 accounts through a team of 16 advisors. The firm offers discretionary portfolio management, ongoing financial planning, estate-planning assistance, and tax preparation services provided by an in-house CPA, with an investment approach tailored to each client’s risk tolerance and objectives.

Dominic Garris is a financial advisor at Peak Retirement Planning, Inc. in Columbus, Ohio, holding a Series 65 designation with three years of industry experience. Prior to joining Peak in 2022, he operated DGarris Enterprises LLC, an e-commerce retail business. Peak Retirement Planning serves individual and high-net-worth clients with a team of 16 advisors managing approximately $416 million. The firm offers discretionary portfolio management, financial planning, estate-planning assistance, and tax preparation through an in-house CPA, with an investment approach tailored to each client’s risk tolerance and objectives.

Lance Schlosser is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Primerica Advisors and Honda of America, as well as work in juvenile detention and state park services. Peak Retirement Planning serves individual and high-net-worth clients, managing approximately $416 million across 713 accounts with a team of 16 advisors. The firm provides discretionary portfolio management, integrated financial planning, estate-planning assistance, and in-house tax preparation, tailoring investment strategies to clients’ risk tolerance and objectives.

Chase Bennett is a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH, holding a Series 66 credential with one year of industry experience. His prior roles include positions at LPL Financial, Wright-Patt Credit Union, and CUSO Financial Services, LP. Peak Retirement Planning serves individual and high-net-worth clients with discretionary portfolio management, financial planning, estate-planning assistance, and tax preparation services provided by an in-house CPA. The firm’s investment approach is tailored to each client’s risk tolerance and objectives, integrating tax and estate-planning support as part of its comprehensive offering.

Sarah Schwieterman is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Peak Retirement Planning, Inc. in Columbus, OH. She has previously worked at Avantax Advisory Services and Anderson Financial Strategies, LLC. Schwieterman is a board member of the Financial Planning Association of Southwest Ohio, where she organizes educational events and manages committees. Peak Retirement Planning serves individual and high-net-worth clients through a team of 16 advisors, managing approximately $416 million across about 713 accounts. The firm offers discretionary portfolio management, financial planning, estate-planning assistance, and tax preparation services provided by an in-house CPA, with an investment approach tailored to clients’ risk tolerance and objectives.

Joseph Schmitz, Jr. is a CFP® and ChFC® affiliated with Peak Retirement Planning, Inc. in Columbus, OH, with seven years of industry experience. He has worked at multiple firms including First Command and Parkland Securities prior to joining Peak Retirement Planning in 2021. Outside of advisory work, he is also licensed to sell various insurance products. Peak Retirement Planning serves individual and high-net-worth clients and manages approximately $416 million across 713 accounts through a team of 16 advisors. The firm offers discretionary portfolio management, financial planning, estate-planning assistance, and tax preparation services through an in-house CPA, tailoring investment strategies to each client’s risk tolerance and objectives.