Matthew Ruttenberg is a financial advisor with Life, Inc. Retirement Services, holding Series 63 and Series 65 credentials and over 22 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, J.W. Cole Advisors, Fifth Third Securities, and PRUCO Securities. Outside of his advisory work, he is a co-owner of a financial planning firm and part-owner of a financial education provider. Life, Inc. Retirement Services offers portfolio management, financial planning, and pension/401(k) consulting primarily to retail clients. The firm employs fundamental and quantitative analysis alongside modern portfolio theory, managing assets mostly on a non-discretionary basis while combining retirement plan consulting with insurance services.

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 the sole advisor at Ripple Effect Investment Strategies, LLC in Westerville, OH, holding a Series 63 designation with 17 years of industry experience. He has operated Ripple Effect since 2008 and has been self-employed since 1997, with a significant portion of his time spent providing insurance services. Ripple Effect Investment Strategies serves individual clients through comprehensive financial planning that includes income analysis, Social Security, taxes, investments, insurance, and estate planning. The firm also offers tax preparation and public educational seminars, providing tailored written recommendations and ongoing reviews without exercising investment discretion or custody of client assets.

Alexander Shoker is a financial advisor at Fauchard Investments with five years of industry experience. He holds a Series 65 designation and has worked at Shoker Investment Counsel, Inc. and IHS Markit. Outside of his advisory role, he is involved with Lapidary, LLC and Graunt, Inc. Fauchard Investments is a fee-only, state-registered investment adviser that primarily serves dentists, dental specialists, and their families. The firm offers discretionary investment management alongside integrated financial planning and specialized practice-level financial guidance for dental professionals.

Andrew Young is a financial advisor with Young Financial Planning LLC in Westerville, OH. He holds a Series 65 designation and has six years of industry experience, including roles at Whitaker-Myers Wealth Managers, Ltd. and JP Morgan Chase & Co. Young Financial Planning LLC provides wealth management and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, retirement plan consulting, and educational seminars, using an investment approach that combines passive and active strategies based on modern portfolio theory.

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

Brian Becker, CFP®, is the founder of Chapters To Wealth, a flat-fee, advice-only financial planning firm based in Columbus, Ohio, serving clients locally and across the country. With more than 20 years of experience in the financial services industry, Brian is a CERTIFIED FINANCIAL PLANNER™ professional who works as a fiduciary, meaning his advice is given in the client’s best interest. Chapters To Wealth charges a transparent flat fee, never a percentage of assets. There are no commissions, no product sales, and no asset management or custody. Clients choose the engagement that fits their needs: a focused planning project, a one-time consultation, or an ongoing advisory relationship. This structure minimizes the conflicts of interest common in commission-based and AUM-based models, because Brian is paid the same way no matter what he recommends. Brian works with ambitious professionals building their next chapter; small business owners balancing personal wealth with business risk; DIY investors who want an expert second opinion; and retirees and pre-retirees planning for income, taxes, and legacy. Core services include cash flow planning, investment strategy, retirement planning, lifetime tax planning, risk management and insurance review, estate and legacy planning, charitable planning, and business planning and succession. Brian starts with each client’s personal story, goals, and values, then builds a plan around consistent, controllable financial habits rather than short-term predictions. What to expect: planning begins with a 30- to 60-day deep dive that includes two to three collaborative working sessions, held virtually or in person. Brian organizes your complete financial picture, builds tax strategies, and delivers a clear, step-by-step action plan. Ongoing clients meet three times a year around timely themes, such as tax planning, investment and risk reviews, and year-end planning. For clients who want expert guidance without asset management or product sales, Chapters To Wealth offers an alternative to traditional AUM-based wealth management: clear, transparent financial planning advice in plain English. Learn more or schedule an introductory conversation at www.chapterstowealth.com.

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.

Kyle Hickey is a financial advisor at Jameson & Griffin Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Everhart Advisors and Skylight Financial. Hickey is also a licensed insurance agent. Jameson & Griffin Financial is a sole-proprietor registered investment adviser that provides discretionary portfolio management to both non‑high-net-worth and high-net-worth individuals. The firm uses modern portfolio theory and a long-term trading approach, managing accounts primarily with mutual funds, equities, and ETFs.

Jorge Llaneza is the sole advisor at Sterling Financial Group LLC in Columbus, OH, with 37 years of industry experience. He holds a Series 63 designation and has worked with Raymond James Financial Services and Financial Advisors Resources, where he also owns a financial planning support company. Llaneza maintains insurance licenses but currently does not write insurance business. Sterling Financial Group serves a small client base including individuals, trusts, estates, corporations, and pension/profit sharing plans, focusing on comprehensive financial planning, business consulting, and asset advisory consulting through fixed, project-based engagements rather than ongoing portfolio management. The firm emphasizes detailed fact-finding and planning across multiple financial areas and provides investment recommendations without exercising discretionary trading authority.

Lee Kramer is a financial advisor with Capital Management Analytics in Powell, OH, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Capital Management Analytics since 1995. Capital Management Analytics provides discretionary portfolio management and financial advisory services to high-net-worth individuals, families, trusts, businesses, and institutional clients. The firm employs a range of investment strategies, including derivatives and structured products, and offers performance-based fee arrangements to qualified clients, managing approximately $79 million across about 100 accounts.

Casey Stevenson is a financial advisor at Axim Planning & Wealth in Powell, OH, holding a Series 66 designation with 12 years of industry experience. Prior to founding Axim Planning & Wealth, Casey worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advising, he is the owner of HedgeIT LLC, a related investment practice. Axim Planning & Wealth offers discretionary and nondiscretionary asset management and financial planning services to individuals, high-net-worth households, and pension plans. The firm customizes investment programs based on clients' goals, risk tolerance, and time horizons, combining various security analysis methods with ongoing portfolio reviews and planning services.

Joe Mesenburg is the sole advisor at JR Mesenburg and Associates, LLC, an independent firm based in Columbus, OH. He holds a Series 63 designation and has 13 years of industry experience. He has been with JR Mesenburg and Associates since 1977. The firm provides investment advice and discretionary portfolio management to individuals, corporations, pension and profit-sharing plans, trusts, and religious and charitable institutions. Portfolios are customized based on clients’ income needs, liquidity, time horizon, tax considerations, and risk tolerance, primarily using actively managed equity and fixed-income strategies with discretionary implementation.

Jill Wood is a financial advisor with Freewood Private Wealth Management, LLC in Powell, OH. She holds a Series 66 designation and has 17 years of industry experience, including prior roles at J.P. Morgan Securities, Chase Investment Services, Merrill, and Wells Fargo Clearing. Wood is licensed to sell insurance and spends approximately 10 hours per month on related non-investment activities. Freewood Private Wealth Management is a state-registered, single-advisor RIA serving individuals, high-net-worth clients, trusts, and estates. The firm offers discretionary investment management, hourly financial planning, and retirement plan advisory services, focusing on a long-term approach using low-cost mutual funds and ETFs while incorporating both fundamental and technical analysis.

John Bevilacqua is a financial advisor at Personal Wealth Management Advisors, Inc. in Dublin, Ohio, with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Personal Wealth Management Advisors since 2005, following prior experience at J.C. Bradford & Co. He also serves as an adjunct faculty member at Franklin University in Columbus, Ohio. Personal Wealth Management Advisors, Inc. provides investment advisory and portfolio management services primarily for individual clients, as well as charitable organizations and select institutional clients. The firm emphasizes ongoing portfolio management with structured reviews and individualized oversight, combining experience in institutional portfolio management with a focus on a modest client roster that includes nonprofit and institutional mandates.

Charles Lombardo is the sole advisor at Delta Capital Management, Inc. in Powell, Ohio, holding 14 years of industry experience since 2012. He has focused his career exclusively at Delta Capital Management. Delta Capital Management provides discretionary investment management primarily as a third‑party sub‑adviser to other financial advisors and, in some cases, directly to individuals, trusts, and institutions. The firm emphasizes portfolio management using a combination of bond fund portfolios for income and capital preservation alongside S&P 500 index options to capture upside with limited downside exposure.

Steve Schaefer is the sole advisor at Eagle Eye Advisory LLC in Westerville, Ohio. He holds a Series 65 designation and has 19 years of industry experience. He has operated Eagle Eye Advisory since 2006. Eagle Eye Advisory LLC is a fee-only independent registered investment adviser serving individuals, families, trusts, small businesses, retirement plans, and nonprofit clients, with an emphasis on those with liquid net assets. The firm uses a goal- and asset-allocation driven approach to financial planning and portfolio management, offering tailored investment strategies including mutual funds, ETFs, equities, and fixed-income securities.