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.

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. .

Andrew Ferraro is a CFP® certificant with 17 years of industry experience. He founded Ferraro Wealth Management, LLC in 2020 after six years at Strategic Wealth Partners, Ltd. In addition to his advisory role, he operates as an independent insurance agent, focusing on life, long-term care, and annuities. Ferraro Wealth Management offers discretionary asset management, comprehensive financial planning, and retirement-plan consulting to individuals, trusts, estates, business clients, and charitable organizations. The firm combines fundamental and technical analysis with Modern Portfolio Theory to tailor investment programs and provides ERISA-focused services for qualified retirement plans, alongside public seminars and workshops.

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.

Joseph Finneran is a CFP® professional with 44 years of experience in financial advising. He has been with Tricord Wealth Advisors since 1988 and has also worked at Omni Financial Securities, Inc. and World Choice Securities, Inc. In addition to his advisory work, he is involved in public foundation administration through the Stewardship Foundation. Tricord Wealth Advisors provides investment management and financial and business planning services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes long-term investment strategies, offers periodic account reviews and written reports, and may utilize third-party money managers when appropriate.

Michael Sommer is the Principal and sole advisor at Alaminos Wealth Planning in Dublin, Ohio. He holds a Series 65 designation and has prior experience at Protiviti, Vaco LLC, Lowe's Home Centers LLC, and The Scotts Company LLC. Additionally, he is the principal of Perugia Insights LLC, an independent corporate finance consulting firm. Alaminos Wealth Planning provides investment management, financial planning, and targeted financial analyses to individuals and high-net-worth clients. The firm also offers educational seminars to small businesses, corporations, and nonprofits, employing a personalized investment approach that combines fundamental and cyclical analysis with modern portfolio theory.

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.

Non-profit professionals and individuals that donate to non-profit organizations are a key component to improving our communities, both locally and nationally. I’ve seen the impact on our communities firsthand because of the work of my wife, my siblings, my father, and my sister-in-law, all of whom work for various non-profit organizations. Their efforts to better the lives of those around them motivated me to launch a financial planning firm dedicated to serving them, and other community-centric individuals. Our approach is to not only work with individuals and families on developing a path for financial security, but to also be a resource to provide financial clarity. Often, we think of financial planning as maximizing investment returns, or developing strategies to minimize the taxes we owe. While important, any financial plan or strategy lacks impact unless we align the plan and the financial strategies to what is truly important to YOU. Financial planning is about more than numbers – it’s about a financial planner working in lockstep with the client to identify and create a life that aligns with the client’s values, aspirations, and ideal financial future. Prior to becoming a client, we will work with prospective clients to identify and elaborate on what is important to them, and how we can maximize their money and resources to align with their values. From there, the planning process can begin, and we can set out on the path of maximizing today, while also planning for tomorrow.

Alexander Shoker is the principal of Fauchard Investments and holds a Series 65 designation with five years of industry experience. Prior to founding Fauchard Investments, he worked at Shoker Investment Counsel, Inc. and IHS Markit. Outside of advising, he is involved in technology and data businesses through Lapidary, LLC and Graunt, Inc. Fauchard Investments serves dentists, dental specialists, and their families by providing discretionary investment management, financial planning, and practice-level financial guidance. The firm focuses on long-term, diversified portfolio management tailored to client-specific needs and offers specialized services related to dental practice financial matters, including valuation and compensation analysis.

Daniel Schwenker is the sole advisor at D.A. Schwenker & Associates, Inc., an independent firm based in Worthington, Ohio. He holds a Series 63 designation and has 41 years of industry experience, including over 33 years at his current firm. D.A. Schwenker & Associates serves primarily individual clients, mostly age 50 and over, and a limited number of high-net-worth individuals. The firm offers financial planning, ongoing investment advice, and portfolio management through a tailored, longer-term, largely passive approach, combining non-discretionary client decisioning with recommended third-party discretionary managers.

Scott Donnelly is a financial advisor at Darby Creek Financial Advisors LLC with a Series 65 license and one year of industry experience. Prior to his current role, he worked at Cardinal Health from 2016 to 2025 and spent a year at Michigan State University. Darby Creek Financial Advisors LLC provides financial planning, consulting, discretionary portfolio management, and donor-advised fund investment services to individuals, high-net-worth clients, and business entities. The firm’s investment approach is based on risk tolerance and time horizon, primarily using ETFs and mutual funds, with services delivered through the Charles Schwab Advisor Services platform.

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.

Lawrence Zimmerman II is the sole advisor at Zimmerman Advisory Group, LLC, an independent firm based in Dublin, Ohio. He holds a Series 65 designation and has 19 years of industry experience. Prior to founding his current firm, he spent 10 years at Carl Zimmerman Financial Services, LLC and has been self-employed since 1989. Zimmerman Advisory Group serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides tailored financial planning and asset management, utilizing both fundamental and technical analysis, and offers discretionary and non-discretionary portfolio management alongside educational workshops on retirement topics.

James Arnold is the sole advisor at Runnymede Capital Advisors, Inc. in Dublin, Ohio, holding Series 63 and Series 65 designations with 22 years of industry experience. He has led Runnymede Capital Advisors since its founding in 2003. Outside of his advisory role, Arnold owns and manages a property rental business. Runnymede Capital Advisors provides discretionary portfolio management and financial planning primarily for individuals, families, and some charitable organizations. The firm employs a tailored approach that includes equities, fixed income, mutual funds, ETFs, and derivative strategies such as covered calls and buffered ETFs, distinguishing itself by incorporating options and serving tax-exempt clients.

William Baker is a financial advisor at W.M. Baker Investments LLC in Dublin, Ohio, holding a Series 65 designation with 19 years of industry experience. He has led W.M. Baker Investments since 2012. W.M. Baker Investments LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, while also serving corporate and institutional accounts. The firm employs fundamental, technical, and cyclical analysis with strategies ranging from long-term holdings to short-term trading and options writing, managing all assets internally across approximately $5 million in discretionary assets.

Craig Novosel Johnson is a CFP® professional with 14 years of industry experience. He is the principal of Wealthought LLC, an independent advisory firm he has led since 2013. He is also a limited partner in a family partnership managing timber and oil/gas assets. Wealthought LLC provides portfolio management and financial planning services to individual and high-net-worth clients, employing a diverse range of analytic approaches and investment strategies across an unusually broad investment universe for a firm of its size.

Brent Jenkins is a financial advisor with Grant Street Wealth Management, Ltd. in Columbus, OH, holding 14 years of industry experience. He has been associated with AXA Advisors, LLC since 2009. Outside of finance, he owns Jenkins Photography, a small photography business. Grant Street Wealth Management, Ltd. is an independent, fee-only advisory firm serving families, small businesses, trusts, estates, charitable organizations, and employee benefit plans. The firm focuses on financial planning, investment consulting, and pension consulting by recommending and overseeing third-party money managers and turnkey asset management programs, with an emphasis on pension consulting and plan-level services.

James Vaughan is the principal and sole advisor at Vaughan Investment Advisors, LLC, based in Worthington, Ohio. He holds the ChFC® designation and has 16 years of industry experience, having founded and operated his independent advisory firm since 2010. Vaughan Investment Advisors provides discretionary portfolio management and investment supervisory services primarily to individual and high-net-worth clients. The firm employs a fundamental analysis-driven investment process that integrates ETFs, large-cap equities, fixed income, alternative exposures, and active options strategies tailored to client goals and risk profiles.

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.