I'm the founder of ClearMind Capital, a fee-only firm based in Columbus, OH. I work mostly with business owners, self-employed professionals, and people who are close enough to retirement that the decisions they make in the next few years actually matter a lot. The planning I do tends to live at the intersection of retirement income, tax strategy, and the messier stuff that comes with owning a business or leaving one. A lot of my clients come in with good pieces in place but nobody has ever pulled them together or looked at how the tax picture connects to everything else. That's usually where the real work is. When we get that right, something shifts. People stop second-guessing whether they're making smart moves and start feeling like they actually have a plan they understand and trust. For most of my clients, that clarity is the thing they didn't know they were missing.

Freddie Everett Jr. is a financial advisor with Thomas Everett Investments, LLC in Columbus, OH, holding a Series 66 designation and nine 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., where he has held various roles since 1999. Everett maintains an outside business activity as an insurance agent. Thomas Everett Investments serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans by providing asset management, financial planning, ERISA plan consulting, and educational seminars. The firm specializes in non-discretionary management and offers a range of investment approaches, including fundamental, technical, and quantitative analysis, with a notable focus on serving charitable organizations and pension/ERISA clients.

Lucinda Lynch is a financial advisor at Lynch Retirement Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Lincoln Financial Distributors and Lincoln Financial Advisors Corporation since 1996. Outside of her advisory role, she provides evening daycare services approximately 25 hours per week. Lynch Retirement Advisors focuses on retirement-centered financial planning and portfolio management for individuals, families, and small businesses. The firm emphasizes strategic retirement planning, utilizing tools like MoneyGuidePro and Charles Schwab technology, and manages both discretionary and non-discretionary accounts with around $19.84 million in assets under management.

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 founder and sole advisor of Clark Soeten, an independent firm based in Columbus, Ohio. He holds a Series 65 designation and has three years of industry experience. Prior to establishing his advisory practice in 2023, Clark worked in roles including philanthropic advising at The Catholic Foundation and owned a small event rental business, Rent Wedding Chairs. Clark Soeten provides asset management, financial planning, and consulting services to individuals and high-net-worth clients. The firm emphasizes fundamental analysis to identify undervalued securities for long-term holding and incorporates options strategies and arbitrage opportunities as part of its investment approach.

Joshua Gallogly is a CFP® professional with six years of experience in financial planning and advising. He is the principal advisor at Milestones Financial in Columbus, OH, and has previously worked at Practical Financial Planning, First Heartland Capital Inc., and the OSU Wexner Medical Center. Outside of advising, he is a sole proprietor and owns a residential rental property. Milestones Financial provides financial planning and investment recommendations to individuals and families through project-based written plans and hourly advising. The firm uses a data-driven, asset-class approach rooted in modern portfolio theory and tax-aware analysis, and offers financial counseling to military beneficiaries through a VA-sponsored program.

Adam Luckow is a financial advisor at Highline Wealth Solutions in Columbus, OH, with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual for six years and with Terrance Lumpkins of Northwestern Mutual for five years. Highline Wealth Solutions offers investment advisory and financial planning services to individuals, high-net-worth clients, and pension plan sponsors. The firm combines fundamental analysis with modern portfolio theory through a long-term trading approach and provides discretionary portfolio management, standalone financial plans, and pension consulting.

Zachary Bernsdorf is a financial advisor with Aspire Capital Management, LLC in Columbus, OH. He holds a Series 66 designation and has nine years of industry experience. Prior to founding Aspire Capital Management, he worked at firms including Morgan Stanley, JP Morgan Securities LLC, and Protective Life Insurance Company. Aspire Capital Management is a state-registered investment adviser serving individual clients such as working professionals, pre-retirees, and retirees. The firm provides portfolio management, retirement-income planning, and financial planning with a focus on diversified, long-term asset allocation and fundamental research, operating on a flat, fee-only advisory model without asset minimums.

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.

Bryan Gebhart is the sole advisor at Sirius Trading Partners LLC in Gahanna, Ohio. He holds a Series 65 designation and has extensive self-employment experience since 1999, including one year at Sirius Trading Partners. Sirius Trading Partners provides discretionary investment management for individual and high-net-worth clients through quantitative, model-driven, ETF-based managed accounts. The firm offers systematic strategies that use proprietary models based on price momentum and volatility, with portfolios that may include leveraged and inverse ETFs and involve active trading.

Lori Eisel is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Arcadia Financial Partners, LLC since 2016. She previously worked at Hamilton Capital Management, Inc. for one year. Arcadia Financial Partners provides fee-only financial planning and investment advice to individuals and families, offering fixed-fee financial reviews, hourly counseling, and ongoing retainer engagements. The firm emphasizes diversified asset allocation and long-term investing using no-load index mutual funds, ETFs, and cash equivalents, while typically not managing client assets directly.

Matthew Oberdorfer is a financial advisor with Oberdorfer Financial, holding a Series 65 designation and two years of industry experience. He has prior experience with The OIC Advisory LLC and maintains ongoing roles as an airline pilot and Lieutenant Colonel in the United States Marine Corps Reserve. Oberdorfer Financial provides investment management, comprehensive financial planning, and employer-sponsored retirement plan advisory services to individuals, high-net-worth clients, business owners, and plan sponsors. The firm combines asset-allocation strategies with both passive and active investment options, incorporates real estate and alternative assets into planning, and offers services including educational seminars and fiduciary support under ERISA.

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.

Roger Southward is a CFP® professional with 27 years of industry experience. He has been the sole advisor at Southward Financial Services, LLC since 2000. Southward Financial Services is an independent, fee-only registered investment adviser that provides financial planning and investment management to individuals, trusts, estates, and charitable organizations. The firm also offers tax preparation services through an on-staff CPA and utilizes a primarily non-discretionary investment approach with portfolios constructed using strategic asset allocation across mutual funds, ETFs, and select individual securities.

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 financial advisor at Square Peg Financial Advisory Services, LLC in Columbus, OH, with 27 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to founding Square Peg in 2019, he worked at AlphaStar Capital Management and Nationwide Securities LLC. Ray is also a licensed independent insurance agent, though he does not actively solicit insurance outside of financial planning recommendations. Square Peg Financial Advisory Services, LLC provides financial planning and investment management primarily to individual and high-net-worth clients. The firm uses third-party managers and model portfolios, focusing on cost efficiency and risk profile, and includes educational content in some limited planning engagements.

Eric Laub is a CFP® professional with nine years of experience in financial advising, currently serving clients through his independent firm, Finance 180, in Columbus, OH. Before founding Finance 180 in 2017, he worked at Exchange Capital Management for two years. Laub also works as a substitute teacher for the Evergreen School District, a role he has held for over two decades and presently accounts for up to half of his time. Finance 180 provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a passive, low-cost investment approach focused on index mutual funds and ETFs, with customized asset allocations and quarterly account monitoring.

Terrie Austin is a CFP® professional with 27 years of industry experience, currently operating as the sole advisor at Milestone Wealth Strategies in Columbus, OH. Her career includes roles at LPL Financial, Stratos Wealth Partners, Fifth Third Securities, Raymond James Financial, PRUCO Securities, Valic Financial Advisors, and UBS Financial Services. She holds several securities licenses, including Series 63, 65, and 66. Milestone Wealth Strategies provides holistic financial planning and discretionary portfolio management to individuals, families, small businesses, and not-for-profit organizations. The firm emphasizes risk control and value-oriented investing while offering a formal specialty in divorce financial planning, alongside educational seminars and employer retirement plan consulting.

Matthew Sands is the sole advisor at Elevate Wealth Management in New Albany, OH, holding Series 65 and Series 66 licenses with 17 years of industry experience. His prior work includes roles at Neptune Consulting, Heritage Wealth Partners, Private Client Services, and LPL Financial. Elevate Wealth Management is an independent, state-registered investment adviser serving individuals and high net worth clients. The firm offers both discretionary and non-discretionary portfolio management alongside standalone financial planning, using strategies such as asset allocation and dollar-cost averaging with quarterly account reviews.

Perry Jeffries III is a financial advisor at Diamond Equity Advisors with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, Chase Investment Services, and UBS Financial Services. Outside of his advisory work, he is involved with Phy-Nancially Fit LLC, a web-based company offering health and money management advice, and markets nutritional supplements through Isagenix. Diamond Equity Advisors provides consulting, financial planning, pension and 401(k) plan consulting, and asset management services to individuals, high-net-worth clients, business entities, and employee benefit plans. The firm employs fundamental analysis and modern portfolio theory with a preference for buy-and-hold investing, and offers specialized business consulting including a fractional-CFO style program for small businesses.