Michael Jude Sullivan

Bohdan (Bo) Hall is a financial advisor at OneSeven with three years of industry experience and holds a Series 65 designation. He has worked at OneSeven since 2024 and has previous experience at the University of Cincinnati and Kent State University. Outside of his advisory role, he is the managing member of 614 Wealth Architects, LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, typically employing diversified mutual funds, ETFs, and individual securities with access to alternatives and private placements when suitable.

Jonathan Codispoti is a financial advisor with Legacy Wealth strategies based in Columbus, OH, with 20 years of industry experience. Outside of his advisory work, he serves as Treasurer on the Dublin Football League Board and is a member of the OhioHealth Foundation Executive Committee. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, financial planning, and consulting services. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports both discretionary and non-discretionary account management.

Mark is the Director of Advanced Planning at Legacy Wealth Strategies, a Lifetime Financial Growth Company (LFG). LFG is a regional privately held wealth management firm established in 1969 with offices in 6 states and 10 major metropolitan cities in the mid-central United States. The firm ranks among the top financial services firms in the Guardian Network, with over 300 Financial Professionals, servicing more than 79,000 clients. Mark started his career at Lifetime Financial Growth’s Pittsburgh office in 2012 after graduating from Duquesne University. Mark’s passion is creating holistic and comprehensive planning solutions tailored to his clients’ unique goals and objectives. He is recognized as a Five Star Wealth Manager featured in Fortune Magazine. Mark is also a Retirement Income Certified Professional® (RICP®), a designation earned through The American College of Financial Services. Over the past decade, Mark has been providing comprehensive planning strategies and customized services for medical professionals and closely held businesses. His focus is on preservation of capital, wealth creation, and tax minimization strategies. Mark believes that a truly comprehensive plan requires coordination across all financial domains and areas of someone’s life. With the use of cutting-edge financial technology and innovative financial product design, Mark and his team bring the very best in financial solutions to the clients they serve. Mark has been a guest speaker at medical conferences, medical residency programs, universities, and physician groups. While in Pittsburgh he has served on the board and held the seat as president for his local Chamber of Commerce and Alumni Association. Mark has also performed many leadership roles within LWS and LFG.

Timothy Cooper is a financial advisor at Ripple Effect Investment Strategies, LLC with 17 years of industry experience. He holds a Series 63 designation and has been self-employed since 1997, operating an insurance services business that occupies the majority of his professional time. Ripple Effect Investment Strategies focuses on individualized financial planning and tax preparation for individual clients rather than institutional mandates. The firm offers written financial plans covering income, taxes, insurance, estate matters, and investment allocation, and provides educational seminars and insurance product discussions without custody of client assets or discretionary trading authority.

Alexander Shoker is a Series 65-licensed financial advisor with five years of industry experience. He is the principal of Fauchard Investments, an independent firm based in Powell, OH. Prior to founding his current firm, he worked at Shoker Investment Counsel, Inc. and IHS Markit. Outside of advising, he is involved with two technology-related businesses, Lapidary, LLC and Graunt, Inc. Fauchard Investments serves dentists, dental specialists, and their families, providing discretionary investment management, financial planning, and practice-level financial guidance. The firm emphasizes practice transition and analysis, offers educational seminars for dental practice staff, and employs a long-term, diversified investment approach supported by technology and AI tools.

Weiser Financial Planning LLC is an an Independent, Fee-Only, Registered Investment Advisor in Lewis Center, OH that provides Comprehensive Financial Planning and Investment Management services to clients in the Columbus & Central Ohio area, as well as nationwide through online virtual meetings. We work with busy professionals and client's in-or-near retirement specializing in income planning and taxes. Our mission is to connect your money with the things that are most important to you, so you can live your core values and maximize your full potential. We help our clients save time, save money, and make money by making wise financial decisions. Hi I'm Ryan and I love what I do! I founded Weiser Financial Planning LLC after working many years in the corporate world. I chose to open WFP because I wanted to create a business with a noble purpose where I could combine my entrepreneurial side with my passion for helping people to make wise financial decisions. I believe that money is just a tool and that it's important to help people connect their money with the things that are most important to them. I like to say, "money without purpose is like eating cereal without milk, it might taste ok - it's just not as satisfying." I have worked in the financial services industry since 2000 working for several Fortune 500 companies. Over those years I have consulted with hundreds of financial advisors from various financial institutions including banks, insurance companies, wirehouses, and independent broker/dealers. Through this experience I have had the opportunity to help thousands of clients and positively impact their lives. One of my driving motivations in building a new financial planning business was to differentiate from the Wall Street firms, banks, and insurance companies that sell proprietary products with sales incentives, and conflicts of interest that are intended to maximize company returns at the expense of clients. As an independent RIA we are completely free to focus on our clients and what's in your best interest. Schedule a time for a conversation > https://weiseradvisor.com/schedule