Blue Advisors is a fee-only financial planning and investment management firm based in Columbus, Ohio, serving retirees and busy professionals throughout the region and across the United States. My mission is simple: to help you achieve your financial goals through clear advice, education, and a commitment to your best interests—always. Why Blue Advisors? Fiduciary Oath: As a fee-only, fiduciary advisor, I am legally obligated to put your interests first. I do not sell products or earn commissions—my only job is to give you expert, unbiased advice. Education First: I believe that informed clients make better decisions. I'm here to demystify financial planning and investment management, empowering you with the knowledge you need to succeed. Low, Transparent Fees: My fee-only structure means no hidden costs or sales pitches—just straightforward, affordable advice. Personalized Service: By limiting the number of clients I work with, I ensure you receive the attention and tailored solutions you deserve. My Philosophy There's nothing new about sound financial planning and investment management. While laws and regulations may change, the core principles that drive long-term success remain unchanged. History has shown that the fundamentals work—there are no secret shortcuts or magic products. My role is to help you apply these time-tested strategies to your unique situation. My Process: Simple, Secure, Supportive I understand that choosing or changing a financial advisor can feel overwhelming. That's why I've created a straightforward, stress-free process: Get Acquainted: We start with a relaxed, no-pressure conversation to understand your goals, concerns, and what prompted you to seek guidance. It’s an opportunity for you to ask questions and see if we’re the right fit. Secure Information Sharing: If you decide to move forward, you’ll share your financial information through safe, encrypted tools. Your privacy and security are always my top priority. Personalized Planning: I review your documents, assess your current financial picture, and create a clear, comprehensive financial plan and investment strategy tailored to your goals, values, and long-term aspirations. We walk through everything together so you feel confident, informed, and in control. Ongoing Guidance: Your financial life isn’t static—and your plan shouldn’t be either. As laws, markets, and life circumstances change, I’ll be there to adjust your plan, answer questions, and provide ongoing education and support. Let's Take the First Step—Together Taking that first step toward financial clarity can be intimidating. My goal is to make it as easy and comfortable as possible. At Blue Advisors, you'll find a trusted partner—one who listens, educates, and guides you every step of the way. Ready to start your financial journey? Let's connect and build your brighter financial future together. .

I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.

Freddie Everett is a financial advisor at Thomas Everett Investments, LLC in Columbus, Ohio, holding a Series 66 designation with eight 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. in a pastoral capacity. Thomas Everett Investments is an independent registered investment adviser offering portfolio management, financial planning, retirement-plan consulting, and educational workshops to individuals, trusts, charitable organizations, and business entities. The firm primarily manages client assets on a non-discretionary basis and employs fundamental, technical, and quantitative analysis while recommending third-party money managers and SEI-managed account solutions.

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 principal of Clark Soeten, an investment management firm based in Columbus, Ohio. He holds a Series 65 credential and has two years of industry experience. Prior to founding Clark Soeten in 2023, he worked at Laborem Holdings LLC and The Catholic Foundation, Diocese of Columbus, Ohio. Outside of financial advising, he is the owner and CEO of GUPS Media LLC, an event rental company operating as Rent Wedding Chairs. Clark Soeten provides asset management for custodial accounts and offers financial planning and consulting services to individuals and high-net-worth clients. The firm’s investment approach emphasizes fundamental analysis, focusing on underpriced securities and long-term holdings, with the use of options strategies for hedging and income, as well as arbitrage opportunities.

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.

Spencer Hawkins is a CFP® with 22 years of industry experience and the principal of Spencer Hawkins Investment Adviser, LLC since 2018. He also owns and operates Protected World Insurance Agency, an independent insurance agency representing all major lines of insurance. Hawkins has prior experience with Southeast Investments, N.C. Inc., where he worked from 2014 to 2018. His firm provides financial planning, investment management, and retirement-plan consulting to individuals, families, business owners, and employer-sponsored plans. The firm’s investment approach uses written policy statements and model portfolios based on fundamental, technical, and cyclical analysis, favoring largely passive, cost-efficient, and tax-aware strategies oriented to long-term objectives.

Joshua Gallogly is a CFP®-certified financial advisor with five years of industry experience, currently serving as the sole advisor at Milestones Financial in Columbus, OH. His prior roles include positions at Practical Financial Planning and First Heartland Capital Inc., as well as eight years at OSU Wexner Medical Center. Milestones Financial provides financial planning and investment recommendations to individual and family clients through flat-fee and hourly billing arrangements. The firm employs an asset-class based investment approach grounded in modern portfolio theory and does not act as an asset manager or custodian.

Robert Leonhard is a financial advisor at Vital Signs Financial Services LLC in Columbus, Ohio, holding a Series 65 designation with 13 years of industry experience. He has served with the Pleasant Valley Joint Fire District since 1997 and operates a consulting business focused on public sector safety organizations including fire, EMS, and law enforcement agencies. Vital Signs Financial Services LLC provides income tax preparation and tax-focused financial planning primarily to individuals, small businesses, and nonprofit organizations. The firm offers investment advice and asset management on a consultative basis, emphasizing tax-efficient planning and a core-and-satellite asset allocation that relies mainly on passive index funds and ETFs.

Zachary Bernsdorf is a financial advisor at Aspire Capital Management, LLC in Columbus, OH, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Morgan Stanley, Protective Life Insurance Company, and JP Morgan Securities LLC. Aspire Capital Management is a state-registered investment adviser serving individual clients such as working professionals, pre-retirees, and retirees. The firm offers portfolio management and financial planning with a focus on diversified, long-term asset allocation and retirement strategies, operating on a flat, fee-only model without account minimums or performance-based fees.

Mark Davis is a financial advisor with Davis-Ross Investment Advisers, LLC in Columbus, OH, holding a Series 63 designation and 23 years of industry experience. He has worked at Banc Stock Financial Services, Inc. since 1993. Davis-Ross Investment Advisers manages a pooled long/short hedge fund serving accredited investors, including high-net-worth individuals and related IRAs, trusts, or estates. The firm uses both fundamental and technical analysis in a discretionary, in-house portfolio employing long and short positions, leverage, margin, and options strategies.

Paul Huey is a financial advisor at EFS Wealth Management LLC in Columbus, Ohio, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Delta Capital Management, AE Wealth Management, and Eagle Financial Solutions, where he has also been involved in insurance sales and financial advising. EFS Wealth Management LLC provides investment advisory and financial planning services to individuals, trusts, family offices, small businesses, endowments, and other institutional investors. The firm focuses on asset allocation and selecting outside money managers to manage portfolios, offering both discretionary management and standalone financial planning engagements.

Sean Powers is a financial advisor with Powers Capital Management, LLC in Columbus, Ohio. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior roles include work at U.S. Brokerage, Inc. and Central Ohio Financial Consultants, L.L.C., where he serves as co-owner and registered representative. Powers Capital Management provides discretionary portfolio management primarily for banks, credit unions, and thrift institutions. The firm employs cyclical, fundamental, and technical analysis to create long-term investment strategies using mutual funds, equities, and ETFs, with client portfolios reviewed quarterly and tailored to individual goals and risk tolerance.

John Hegler is a financial advisor with 23 years of industry experience and holds a Series 65 designation. He has been with 21 St Century Equity Advisors Corporation since 1999 and also maintains long-term involvement with Equity Builders Realty and his own accounting firm, John Hegler CPA & Co P.C. He provides personal tax return preparation for certain clients, a service separate from his advisory work. 21 St Century Equity Advisors Corporation offers discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines fundamental and technical analysis with market behavior studies to guide tactical and strategic investment decisions.

At Columbus Street Wealth Management, we're more than just advisors; we are true fiduciaries and partners with our clients in their journey. Our commitment goes beyond transactions – we forge deep, lasting relationships, ensuring every piece of advice is tailored to your unique life journey or goals. Our transparent, flat-fee structure underscores our commitment to your best interests. Comprehensive guidance and synchronized strategies are tailored to your financial goals and values, regardless of complexity. Our expertise extends across all facets of wealth management: retirement and tax planning, insurance, college funding, estate planning, wealth transfer, and philanthropy. Your portfolio is customized to your preference for risk in coordination with your wealth goals. With Charles Schwab as our custodian, we provide low-cost, globally diversified portfolio management in traditional asset classes and alternative investments. Are you ready for a profoundly different client experience? • Retirement Income Planning • Social Security Optimization • Tax Planning • Investment Management • Risk Management • College Planning • Employer Benefits Planning • Equity Compensation • Estate Planning • Small Business Planning • Socially Responsible Investing • Charitable Giving • Wealth Transfer My wife, Susan, and I reside in Grove City, Ohio, with our two children, Brady and Carter. Our leisure time is spent watching our sons play competitive lacrosse and tennis, golfing as a family, and visiting and hiking our scenic National Parks.

Makinley Cornley is a financial advisor at Purpose1st Financial with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Access Wealth Group and Northwestern Mutual in various capacities. Outside of her advisory role, Makinley works as an UberEats driver on weekends. Purpose1st Financial provides continuous investment management and financial planning services to individuals and high-net-worth clients. The firm offers model-based portfolio management alongside written financial plans and utilizes a blend of fundamental, technical, cyclical, and charting analysis to guide tactical allocation decisions.

Matthew Oberdorfer is a financial advisor at OIC Financial with one year of industry experience and holds a Series 65 designation. He has worked as an airline pilot since 2018 and serves as a Lieutenant Colonel in the United States Marine Corps Reserve. OIC Financial is an independent firm that provides fee-only financial planning, investment management, and coaching to individual investors, business owners, and institutional clients. The firm employs an asset-allocation approach based on Modern Portfolio Theory and integrates planning across market accounts and real estate holdings, offering customized services at a boutique scale.

Philip Hammond is a CFP®-designated financial advisor with 38 years of industry experience, currently serving at Trendcalc Dynamics in Columbus, OH. His career includes roles at Osaic Wealth, Inc., Securities America Advisors, Inc., and several iterations of Trendcalc Capital Management since 2011. In addition to his advisory work, he has operated as an independent insurance agent since 1990. Trendcalc Dynamics provides personalized investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a research-driven, systematic investment process across global and regional equity and fixed-income strategies and is notable for its ERISA 3(38) investment manager role for retirement plans.

Deborah Price is a CFP® professional with 23 years of experience, owner of Price Planning, LLC in Columbus, Ohio. She has led Price Planning since 2002. In addition to her financial advisory role, she is the managing member of Price Legal Services, LLC, which offers clients the option to obtain basic legal documents such as simple wills and durable powers of attorney. Price Planning, LLC provides fee-only financial planning and investment advisory services to individuals and families, focusing on long-term, buy-and-hold investment strategies with emphasis on asset allocation. The firm does not accept commissions or custody of client funds and offers services through hourly and fixed-fee engagements.

Alan Ray is a CFP® professional with 26 years of industry experience, currently serving as the sole advisor at Square Peg Financial Advisory Services, LLC since 2019. His prior experience includes roles at AlphaStar Capital Management, LLC and Nationwide Securities LLC. Alan Ray is also a licensed independent insurance agent, though he does not actively solicit insurance sales outside of financial planning recommendations. Square Peg Financial Advisory Services works with individual and high-net-worth clients, providing comprehensive and limited financial planning alongside discretionary investment management. The firm utilizes third-party and custom model portfolios, focusing on cost, risk profile, and manager experience, and incorporates educational content and client seminars as part of its offerings.