Robert Coury

Bohdan (Bo) Hall is a financial advisor at OneSeven with a Series 65 designation and two years of industry experience. His prior work includes roles at the University of Cincinnati and Kent State University. He is also the managing member of 614 Wealth Architects, LLC, an investment-related business. OneSeven provides advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting with a primarily long-term investment approach that includes diversified funds, ETFs, individual securities, and access to alternative investments.

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.

Andrew Kerns is a CFP® professional with 17 years of experience and the sole advisor at Accountable Financial Planning LLC in Westerville, OH, where he has worked since 2009. Accountable Financial Planning LLC provides coordinated financial planning and non-discretionary investment management for individuals, families, trusts, and small-business owners. The firm offers a broad range of services including cash-flow and retirement planning, insurance analysis, employer benefits reviews, bookkeeping, and income tax preparation, typically implementing globally diversified portfolios with low-cost mutual funds and ETFs on a fee-for-service basis.

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

At Chapters to Wealth, we believe wealth is written over time, through the daily choices you make and the habits you form. It's believing wealth is more than just an accumulation of assets. It's flexibility. It's freedom of time. It's legacy. It’s the ability to choose, to give, to grow, and to live with purpose. It’s a story filled with challenges, adventures, and unexpected twists. Serving families, entrepreneurs, and do-it-yourself investors, we offer more than just financial advice; we are a partner who blends strategic planning with behavioral coaching. Your financial life unfolds in chapters, and we’re here to help you author each one with clarity, confidence, and purpose. After nearly 20 years in the industry, I founded Chapters to Wealth because I believe navigating your story requires a different kind of partnership: one rooted in authenticity, consistent habits, and the humility to evolve. I understand the drive to build a meaningful life for your family because I am working hard to do the same for mine. Outside of the office, I am a husband and a dad to two boys. We share a desire for travel, but when I have the choice, I prefer the mountains to the coast; give me a challenging hike over a day at the beach any time. I’ll take a good hockey game over football, and I prefer resistance training over cardio. I also love being in my garden; I’d much rather grow my own fruits and vegetables than buy them at the store. To unwind, I enjoy a home-cooked meal fresh off the grill, then sipping a glass of bourbon (or rye) in front of a fire on the patio.

Richard Roell is a ChFC®-designated financial advisor with 17 years of industry experience. He has been with Peak Financial Partners, LLC since 2007. Peak Financial Partners serves individual investors, companies, and trusts by providing financial planning, wealth management, and insurance products. The firm uses client-specific asset allocations with both fundamental and technical analysis, managing portfolios primarily through diversified mutual funds, stocks, FDIC-insured certificates of deposit, and U.S. Treasuries, typically on a discretionary basis with regular reviews and rebalancing.