Eric Wynn Milholland

Andrew Ferraro is a CFP® certificant with 17 years of industry experience. He founded Ferraro Wealth Management, LLC in 2020 after six years at Strategic Wealth Partners, Ltd. In addition to his advisory role, he operates as an independent insurance agent, focusing on life, long-term care, and annuities. Ferraro Wealth Management offers discretionary asset management, comprehensive financial planning, and retirement-plan consulting to individuals, trusts, estates, business clients, and charitable organizations. The firm combines fundamental and technical analysis with Modern Portfolio Theory to tailor investment programs and provides ERISA-focused services for qualified retirement plans, alongside public seminars and workshops.

Michael Steele is the sole advisor at Steele Investment Counsel, Ltd. in Columbus, Ohio, holding a Series 65 designation and bringing 37 years of industry experience. He has led Steele Investment Counsel since 2001. Steele Investment Counsel, Ltd. is an independent, state-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm provides discretionary portfolio management combining fundamental and technical analysis across various strategies while restricting the use of short sales, margin, and option writing, and it emphasizes institutional-level service despite its solo-advisor structure.

Michael Sommer is the sole advisor at Alaminos Wealth Planning, holding a Series 65 registration with one year of industry experience. His prior work includes roles at Protiviti, Vaco LLC, Lowe's Home Centers LLC, and The Scotts Company LLC. He is also the principal of Perugia Insights LLC, an independent corporate finance consulting firm serving non-financial clients on a project basis. Alaminos Wealth Planning is a fee-only investment adviser serving individuals, high-net-worth clients, and organizations. The firm combines fundamental and cyclical analysis within a modern portfolio theory framework, using both passive and active investment vehicles and discretionary management when engaged.

Scott Donnelly is a financial advisor at Darby Creek Financial Advisors LLC with a Series 65 license and one year of industry experience. Prior to his current role, he worked at Cardinal Health from 2016 to 2025 and spent a year at Michigan State University. Darby Creek Financial Advisors LLC provides financial planning, consulting, discretionary portfolio management, and donor-advised fund investment services to individuals, high-net-worth clients, and business entities. The firm’s investment approach is based on risk tolerance and time horizon, primarily using ETFs and mutual funds, with services delivered through the Charles Schwab Advisor Services platform.

Lawrence Zimmerman is the sole advisor at Zimmerman Advisory Group, LLC in Dublin, OH, holding a Series 65 designation with 18 years of industry experience. He previously worked at Carl Zimmerman Financial Services, LLC for 10 years and has been self-employed since 1989. Zimmerman Advisory Group provides fee-based financial planning and discretionary asset management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a consultative, client-tailored approach that includes direct portfolio management and referrals to third-party managers, along with educational workshops on retirement topics.

James Arnold is the sole advisor at Runnymede Capital Advisors, Inc. in Dublin, Ohio, holding Series 63 and Series 65 designations with 22 years of industry experience. He has led Runnymede Capital Advisors since its founding in 2003. Outside of his advisory role, Arnold owns and manages a property rental business. Runnymede Capital Advisors provides discretionary portfolio management and financial planning primarily for individuals, families, and some charitable organizations. The firm employs a tailored approach that includes equities, fixed income, mutual funds, ETFs, and derivative strategies such as covered calls and buffered ETFs, distinguishing itself by incorporating options and serving tax-exempt clients.