Garrett Tracht

I'm the founder of ClearMind Capital, a fee-only firm based in Columbus, OH. I work mostly with business owners, self-employed professionals, and people who are close enough to retirement that the decisions they make in the next few years actually matter a lot. The planning I do tends to live at the intersection of retirement income, tax strategy, and the messier stuff that comes with owning a business or leaving one. A lot of my clients come in with good pieces in place but nobody has ever pulled them together or looked at how the tax picture connects to everything else. That's usually where the real work is. When we get that right, something shifts. People stop second-guessing whether they're making smart moves and start feeling like they actually have a plan they understand and trust. For most of my clients, that clarity is the thing they didn't know they were missing.

Freddie Everett Jr. is a financial advisor with Thomas Everett Investments, LLC in Columbus, OH, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones and Hardimann Investment Management, Inc. He is also involved with Columbus Bible Way Church, Inc., where he has held various roles since 1999. Everett maintains an outside business activity as an insurance agent. Thomas Everett Investments serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans by providing asset management, financial planning, ERISA plan consulting, and educational seminars. The firm specializes in non-discretionary management and offers a range of investment approaches, including fundamental, technical, and quantitative analysis, with a notable focus on serving charitable organizations and pension/ERISA clients.

Lucinda Lynch is a financial advisor at Lynch Retirement Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Lincoln Financial Distributors and Lincoln Financial Advisors Corporation since 1996. Outside of her advisory role, she provides evening daycare services approximately 25 hours per week. Lynch Retirement Advisors focuses on retirement-centered financial planning and portfolio management for individuals, families, and small businesses. The firm emphasizes strategic retirement planning, utilizing tools like MoneyGuidePro and Charles Schwab technology, and manages both discretionary and non-discretionary accounts with around $19.84 million in assets under management.

Dennis Dicke is the sole advisor at Cornerstone Investment Counsel in Columbus, Ohio, holding a Series 65 designation with 20 years of industry experience. He has worked at Cornerstone Investment Counsel since 1996. Cornerstone Investment Counsel is a single-adviser registered investment adviser providing discretionary investment management to individuals, trusts, retirement accounts, and pension plans. The firm uses a process centered on client objectives and risk tolerance, employing no-load mutual funds, exchange-traded funds, and Defined Outcome (“buffer”) ETFs to construct portfolios.

David Clark is the founder and sole advisor of Clark Soeten, an independent firm based in Columbus, Ohio. He holds a Series 65 designation and has three years of industry experience. Prior to establishing his advisory practice in 2023, Clark worked in roles including philanthropic advising at The Catholic Foundation and owned a small event rental business, Rent Wedding Chairs. Clark Soeten provides asset management, financial planning, and consulting services to individuals and high-net-worth clients. The firm emphasizes fundamental analysis to identify undervalued securities for long-term holding and incorporates options strategies and arbitrage opportunities as part of its investment approach.

Joshua Gallogly is a CFP® professional with six years of experience in financial planning and advising. He is the principal advisor at Milestones Financial in Columbus, OH, and has previously worked at Practical Financial Planning, First Heartland Capital Inc., and the OSU Wexner Medical Center. Outside of advising, he is a sole proprietor and owns a residential rental property. Milestones Financial provides financial planning and investment recommendations to individuals and families through project-based written plans and hourly advising. The firm uses a data-driven, asset-class approach rooted in modern portfolio theory and tax-aware analysis, and offers financial counseling to military beneficiaries through a VA-sponsored program.