Madeline Hobbs is a CFP® professional with four years of industry experience, currently serving at Corient in Columbus, OH. Her prior work includes positions at Budros, Ruhlin & Roe and Richwood Bank. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

James Smerke is a CFP® with seven years of industry experience, currently serving as a financial advisor at Corient in Columbus, OH. His prior roles include positions at Wellspring Family Office and Plante Moran Financial Advisors. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers, utilizing risk management tools and alternative investment options where appropriate.

Nicholas Karsatos is a CFP® professional at Corient with two years of industry experience. Prior to joining Corient, he worked at Clarus R&D and The Ohio State University. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools to align portfolios with client objectives.

Scott Kidwell is a CFP® professional with 13 years of industry experience, currently serving at Corient. His prior work includes an 18-year tenure at Budros, Ruhlin & Roe. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that incorporates both proprietary and third-party strategies, employing risk management tools and offering specialized services through its affiliates.

Nolan Gladieux is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He is currently with Corient in Columbus, OH, where he has worked since 2022. Prior to joining Corient, he spent seven years at Budros, Ruhlin & Roe. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Matthew Ullmer is a financial advisor at Corient with six years of industry experience. He holds the Series 65 designation and has worked at Corient and related entities since 2022, as well as at Budros, Ruhlin & Roe from 2013 to 2023. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Brandon Dempsey is a CFP® with seven years of industry experience, currently serving as an advisor at Corient in Columbus, OH. His prior work includes roles at Budros, Ruhlin & Roe and Bank of America Merrill Lynch. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Michael Kline is a CFP® professional with 13 years of experience in financial advisory roles. He is currently with Corient in Columbus, OH, where he has worked since 2022. His prior experience includes a 19-year tenure at Budros, Ruhlin & Roe. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies and third-party managers, utilizing risk management tools and offering specialized services such as family office and trustee solutions.

Aaron Armstrong is a CFP® and CFA® with 20 years of industry experience. He currently works at Corient, where he has been since 2022, following a 22-year tenure at Budros, Ruhlin & Roe. He is based in Columbus, OH. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Gary Marcinick is a financial advisor at Corient in Columbus, OH, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Budros, Ruhlin & Roe and CIPW Service Company, LLC before joining Corient. Corient provides investment advisory and financial planning services to individual, high-net-worth, institutional, and charitable clients. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and continuous portfolio monitoring.

Scott Maiberger is a financial advisor at Corient with 19 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Corient in 2025, he worked at Mutual of America and Nationwide Investment Services Corp. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Grace Flesher is a CFP® professional with three years of industry experience, currently serving at Corient. Her prior roles include positions at Budros, Ruhlin & Roe and the Mount Vernon Nazarene University Business Department. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm utilizes a goals-based, team investment approach combining in-house strategies with third-party manager solutions and continuous portfolio monitoring through advanced risk management tools.

Jessica Lee is a financial advisor with Corient, holding a Series 63 designation and over 22 years of industry experience. She worked at Budros, Ruhlin & Roe for 21 years before joining Corient in 2022. Outside of her advisory role, Lee serves as Treasurer for the Hilliard Education Foundation and as Expense Treasurer for the Davidson High Music Booster, supporting local educational and music programs. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach using in-house strategies and third-party managers, incorporating risk management tools and alternative investment options when appropriate.

Kyle Radabaugh is a CFP® professional with eight years of industry experience, currently serving at Corient in Columbus, OH. His work history includes positions at Budros, Ruhlin & Roe and CIPW Service Company prior to joining Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based investment approach that integrates in-house strategies and third-party manager solutions, with ongoing portfolio monitoring and risk management to align investments with client objectives.

Kevin Wuebker is a CFP® professional with 11 years of industry experience, currently serving at Corient in Columbus, OH. He previously worked for Budros, Ruhlin & Roe from 2007 to 2023. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies and third-party manager solutions, continuously monitoring portfolios with risk management tools to align with client objectives.

Olivia Herzog is a financial advisor at Corient with four years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James Financial Services Advisors, Inc. and Hyre Personal Wealth Advisors. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Daniel Due is a CFP® with 23 years of industry experience. He is currently with Corient, where he has worked since 2022, following a long tenure at Budros, Ruhlin & Roe from 1999 to 2023. He holds a Series 63 license and is based in Columbus, OH. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized affiliate services such as family office and trustee offerings.

Jeffrey Suchy is a CFP® professional with 11 years of industry experience, currently with Corient in Columbus, OH. His work history includes over two decades at Budros, Ruhlin & Roe and roles within Corient and affiliated entities since 2022. Corient serves a diverse client base including individuals, trusts, pension plans, charitable organizations, and corporate entities, offering investment advisory and financial planning services. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investments where appropriate.

Sonia Brinkman is a financial advisor with Corient in Columbus, OH, holding a Series 65 credential and 11 years of industry experience. Her work history includes roles at Budros, Ruhlin & Roe and CIPW Service Company, with her current tenure at Corient spanning from 2022. Corient provides investment advisory and financial planning services to a diverse client base, including individual, high-net-worth, trust, pension, charitable, and corporate clients. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party solutions and employs risk management tools and alternative investment options where appropriate.

Eric Shisler is a CFA® charterholder with 25 years of experience in the financial industry. He is currently with Corient, where he has worked since 2022, following a decade at Budros, Ruhlin & Roe. Shisler holds a Series 63 license and is based in Columbus, Ohio. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternative investments when appropriate.

Isaiah Stidham is a CFP® with 11 years of industry experience, currently serving at Corient. His prior work includes over a decade at Budros, Ruhlin & Roe. He has been with Corient and affiliated entities since 2022, based in Columbus, Ohio. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate entities. The firm utilizes a goals-based, team investment approach that integrates in-house strategies with third-party managers, employing risk management tools and alternative investments where appropriate.

Jamie Rizer is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Corient in Columbus, OH. His prior work includes twelve years at Budros, Ruhlin & Roe and roles at CIPW Service Company and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

John Schuman is a CFP® and holds a Series 65 license, with 24 years of industry experience. He has worked at Budros, Ruhlin & Roe for 22 years and has been with Corient since 2022, including its affiliate Corient Services LLC since 2023. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions, employing continuous portfolio monitoring and risk management tools.

John Mchugh is a CFP® professional with 24 years of industry experience, currently serving at Corient since 2022. His prior experience includes 25 years at Budros, Ruhlin & Roe. He is a finance committee member for LifeCare Alliance and serves on the investment committee for the Upper Arlington Community Foundation. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a goals-based, team investment approach integrating in-house strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.