Robert Bailey is a CFP® at The Sherrington Group in Columbus, OH, where he has worked since 2013. He has 0 years of industry experience. The Sherrington Group provides comprehensive financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm uses a modern portfolio theory-based investment approach with a buy-and-hold orientation, emphasizing diversification and asset allocation, and manages all accounts on a non-discretionary basis.

Paul Chapman is a financial advisor with Colburn Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Colburn Wealth Management since 2016. Colburn Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning tailored to client goals and risk tolerances. The firm employs a fundamental analysis investment process and offers services including quarterly account reviews, tax-loss harvesting, and educational seminars.

Kelley King is a financial advisor at ArsenEAU Financial with 42 years of industry experience. He holds a Series 63 designation and has worked at several firms including The Leaders Group Inc and Valmark Advisors, Inc. He also operates as an independent insurance agent through King Financial Solutions, a business he has been involved with since 1982. ArsenEAU Financial provides portfolio management, financial planning, and estate-planning support to individual and high-net-worth clients, managing approximately $42.3 million in discretionary assets. The firm typically manages accounts on a discretionary basis and employs a variety of investment strategies including long-term investing, options trading, and allocations to private funds and real estate vehicles.

James Rice is a financial advisor at Capital Asset Management, Inc. in Columbus, OH, with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 65 designations and has been with the firm since 2000. Capital Asset Management is an independent, fee-only registered investment adviser serving affluent individuals and families. The firm employs a value-investing approach based on fundamental analysis and integrates comprehensive financial planning with ongoing portfolio management, also providing institutional consulting services for trusts, estates, non-profits, and businesses.

Michael Holly is a CFP® with four years of industry experience, currently serving as a financial advisor at Harding Financial Group. His prior work includes roles at Nationwide Investment Services Corp and various positions in the hospitality sector. Outside of his advisory role, he is involved in rental real estate ownership. Harding Financial Group provides discretionary portfolio management and financial planning primarily for high-net-worth individuals, trusts, estates, and profit-sharing plans. The firm’s investment approach integrates fundamental, technical, and charting analysis with both long- and short-term trading strategies.

Eric Robbins is a financial advisor with Buckeye Wealth Management LLC in Westerville, Ohio, holding 21 years of industry experience. He has been involved with Insurlease LLC since 2002 and Advent Resource Management since 1993. Buckeye Wealth Management LLC is a privately held advisory firm serving individuals, trusts, and pension or profit-sharing plan participants, including both retail and high-net-worth clients. The firm emphasizes a discretionary investment approach using customized asset-allocation models based on modern portfolio theory and a core–satellite strategy.

Logan Muehlman is a financial advisor at Gianola Financial Planning, LLC with one year of industry experience and a Series 65 designation. Prior to joining the firm, he worked for six years at the Social Security Administration. Gianola Financial Planning provides fee-only financial planning and investment advice to individuals, families, trusts, estates, and small businesses, focusing on comprehensive planning and strategic asset allocation using diversified portfolios primarily composed of index and exchange-traded funds.

William Shorthill is a CFP® professional with 17 years of industry experience, currently serving at Beacon Hill Investment Advisory, LLC since 2012. He also operates W.B. Shorthill & Associates, LLC, which he has been involved with since 2008. Shorthill is a board member of FPA Central Ohio, contributing to continuing education and professional development for financial planning and insurance professionals. Beacon Hill Investment Advisory provides discretionary investment management services to individuals, trusts, and corporate retirement plans, managing over $91 million in client assets. The firm emphasizes a process that includes risk-tolerance testing, documented Investment Policy Statements, and strategic asset allocation with tactical adjustments, serving both individual and high-net-worth clients with customizable family-office services.

Samuel Weinberg is a financial advisor at Weinberg Advisory Group in Columbus, OH, holding a Series 65 credential. He joined the firm in 2025 and has prior experience in various roles across the medical technology and aerospace sectors. Weinberg Advisory Group is a fee-only registered investment adviser serving individuals, high-net-worth clients, and select small institutions. The firm employs a combination of Modern Portfolio Theory and proprietary security-selection processes, including option writing strategies within separately managed accounts.

Christopher Combs is a financial advisor with FC Wealth Solutions LLC, holding 30 years of industry experience. He has worked at Cambridge Investment Research Advisors, Inc. since 2011 and has been involved with Combs Insurance Services Agency since 1994 as Owner and President. Outside of financial advising, he serves as a board member of the York Golf Club in Columbus, Ohio. FC Wealth Solutions provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and corporations. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory, implementing portfolios through systematic ETF strategies and opportunistic trading.

Tracey Guthrie is a financial advisor at Alexander Financial Planning, Inc. in Columbus, OH, with seven years of industry experience. She holds the Series 65 designation and has been with Alexander Financial Planning since 2001. Alexander Financial Planning, Inc. is a fee-only firm that provides financial life planning and discretionary investment management to individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $88 million in discretionary assets and offers customized financial plans and investment strategies through a small team of three advisors.

David Lennox is a financial advisor with Eastwind Capital Wealth Management and holds Series 63 and Series 66 licenses. He has 20 years of industry experience and has been involved with Eastwind Capital, LLC since 2008. Lennox also operates Estate Planning Professionals, an insurance services business in Westerville, Ohio, where he spends a significant portion of his time. Eastwind Capital Wealth Management provides discretionary portfolio management and limited financial consulting to a range of clients including individuals, banks, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a Specialized Strategic Investment Model focused on income and capital preservation, using a combination of fundamental, technical, and charting analysis.

Jason Moore is a financial advisor at Hicks Capital Management, LLC in Columbus, OH, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hicks Capital Management since 2013. Outside of advising, he is a trustee of a family trust that leases land for oil and gas exploration. Hicks Capital Management serves individuals, business entities, trusts, estates, and charitable organizations through portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, derivatives, and third-party managers, and offers services such as due diligence on private investment funds and institutional retirement plan consulting.

Emily Paulus is a financial advisor at NorthAvenue LLC in Columbus, OH, holding a Series 65 designation with three years of industry experience. Her prior roles include positions at FirstCapUS and Dawson, among others. NorthAvenue serves individual investors and trusts, including high-net-worth clients, offering comprehensive financial planning and investment management through fiduciary, fee-only engagements that combine fundamental and behavioral analysis with asset allocation based on Modern Portfolio Theory.

Derrick Schuler is a CFP® professional at Schuler Wealth Planning LLC with three years of industry experience. Prior to founding his firm, he worked for 12 years at the Office of the Comptroller of the Currency. Schuler Wealth Planning provides ongoing financial planning and asset management primarily for individual and high-net-worth clients, as well as project-based planning and coaching engagements. The firm also serves retirement plan sponsors as a limited-scope ERISA 3(21) fiduciary and employs a fee structure based on fixed, project, or hourly billing rather than a percentage of assets.

Alexander Rye is an advisor at EGSI Investment Management with Series 63 and Series 65 designations and one year of industry experience. Prior to joining EGSI, he held positions at Northwestern Mutual and worked in pediatric ophthalmology for four years. EGSI Investment Management provides investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, non-profits, and institutional public funds. The firm employs a top-down approach combining fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary portfolio management with a range of model portfolios and continuous account supervision.

Donald Garlikov is a financial advisor at Garlikov Advisors Inc with over 53 years of industry experience. He holds a Series 63 designation and has worked at firms including The Leaders Group, Inc. and M HOLDINGS SECURITIES, Inc. Garlikov is also involved in business development consulting for BioSig Technologies, Inc. Garlikov Advisors Inc provides discretionary and non-discretionary investment management primarily for individuals, high net worth clients, trusts, businesses, and select charities. The firm employs a proprietary discretionary approach focused on capital preservation and conservative growth, managing traditional portfolios as well as assets within variable universal life insurance contracts.

Sana Haque is a Certified Financial Planner® with 12 years of experience, currently practicing at Gianola Financial Planning, LLC in Worthington, Ohio. She has been with Gianola Financial Planning since 2012. Gianola Financial Planning provides personalized, fee-only financial planning and investment advice to individuals, couples, families, trusts, estates, and small businesses. The firm emphasizes strategic asset allocation and broadly diversified portfolios, operating on a non-discretionary basis where clients retain control over their assets.

Shar Cross is a financial advisor at Jericho Financial in Westerville, OH, holding a Series 65 license with three years of industry experience. Prior to joining Jericho Financial, Shar worked at North Star Cafe and Scramblers. Jericho Financial provides financial planning and portfolio management services to individuals, families, and employer-sponsored retirement plans. The firm utilizes a long-term, asset-allocation approach emphasizing diversification and periodic rebalancing, and it offers ongoing monitoring with discretionary management while recommending third-party investment managers when appropriate.

Brian Flanagan is a financial advisor at Schuler Wealth Planning LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Vision 4 Fund Distributors, WisdomTree Asset Management, Foreside Fund Services, and Triad Advisors. Schuler Wealth Planning provides ongoing financial planning and asset management primarily for individual and high-net-worth clients, as well as project-based planning and coaching. The firm also serves retirement plan sponsors as a limited-scope ERISA 3(21) fiduciary, offering both discretionary and non-discretionary portfolio management tailored to client goals and risk tolerances.